Products / Agency OS Review
Agency OS Review · Beta
Stop chasing approvals through email, Slack, and text messages.
Agency OS Review gives your team and clients one organized place to review work, leave precise feedback, request revisions, compare versions, and approve the final deliverable.
Client approvals, feedback, revisions, and final versions—all in one place.
Upload the work. Collect precise feedback. Track every revision. Get final approval.
Review is in Beta. The full lifecycle is built and tested. Founding agencies will be the first to run live client reviews through it, with our team setting it up alongside them.
The review problem
The work is fine. The feedback loop is what breaks.
How it usually goes
- File emailed
- Client replies in another thread
- Someone texts a change
- Team edits the wrong version
- Feedback conflicts
- Approval is unclear
With Agency OS Review
- Upload
- Review
- Comment
- Approve or Request Changes
- Create New Version
- Compare
- Final Approval
Supported review types
Built for the deliverables agencies actually send.
Each deliverable type is labeled with its current status. We list a type as reviewable only when the product supports it today.
Ad copy is reviewed as part of a Google Ads strategy or build approval, not as a standalone item. Documents and other files can be attached and downloaded, but inline viewing and annotation are planned.
- Image review with annotationsBeta
- Video review with timestamped commentsBeta
- Website and landing-page approvalBeta
- Social post approvalBeta
- Ad creative reviewBeta
- Ad copy review inside a Google Ads strategy or buildBeta
- Group deliverables by campaignBeta
- Blog post approvalBeta
- PDF and document reviewPlanned
- Presentation reviewPlanned
- Audio reviewPlanned
- Email campaign client approvalPlanned
- Dedicated brand-asset reviewPlanned
- Report approvalPlanned
Approval batches
Clients review organized assignments, not disconnected files.
Organize batches by
- Client
- Campaign
- Month
- Content period
- Deliverable type
- Website project
Website items join a per-project or per-month batch.
- Approved
- 12
- Changes requested
- 4
- Pending
- 15
- 01Homepage
- 02Service Pages
- 03Mobile Screenshots
- 04Legal Pages
- 05Launch Email
- 06Ad Creative
Fall maintenance checklist: 5 things to do before the first freeze.
Client review experience
A calm workspace your client can finish in one sitting.
Clients sign in to a secure review workspace that carries your agency's logo and colors. They move item by item, see how far along they are, and make one clear decision on each deliverable.
- Secure client review workspaceBeta
- Your logo and colorsAvailable
- Previous / Next with progressBeta
- Approve or Request ChangesBeta
- Comment and annotateBeta
- Download filesBeta
- One-click review link without sign-inPlanned
Visual annotation
Feedback stays pinned to the exact version and the exact spot.
Clients drop a point on a detail or draw a box around an area. Each mark opens a comment thread your team can resolve or reopen, and it stays attached to the version it was made on. Video comments carry the timestamp.
- Point annotation
- Box annotation
- Comment thread
- Resolve
- Reopen
- Timestamped video comments
Annotation works on images and video today.
- 0:03 Logo appears too late.
- 0:08 Use the fall offer here.
- 0:13 End card fixed. Resolved · Reopen
Approve or Request Changes
Two clear actions. No status dropdowns for clients.
Clients are not asked to manage workflow states. They approve the version in front of them, or they request changes. A change request captures everything production needs.
- Revision notes
- Annotations
- Priority
- Due date
- Reviewer
- Source version
Revision packages
Client feedback becomes production-ready revision work.
When a client requests changes, Agency OS assembles a structured Revision Package, so the person doing the revision starts from one complete brief instead of a scroll of messages.
- General notes
- Open annotations
- Resolved annotations
- Source version
- Priority
- Due date
- Assigned team member
- Internal direction
Keep the layout. Tighten the headline and fix button contrast.
- Open Point 1 · headline wording
- Open Box 2 · button contrast
- Resolved Point 3 · logo size
Use the approved brand blue. Re-render from the approved asset set.
Connected revision generation
Where a workflow can produce the next version, it does. Where it cannot, a person does.
- Website feedbackWebsite builder starts a new site versionBeta
- Social feedbackContent workflow regenerates the captionBeta
- Creative feedbackCreative re-renders from approved assetsRe-renders text, logo, and layout layers. It does not generate new imagery.Beta
- Ad-copy feedbackAds workflow generates the next versionToday, ad-copy feedback becomes a manual revision task.Planned
- Revision PackageAssigned manual revision taskWhere automated generation is unavailableBeta
Internal review before resubmission
Your client never sees an unreviewed attempt.
Generated or uploaded revisions land in internal review first. Someone on your team checks the work and marks it ready before it goes back to the client.
- Client Requests Changes
- Revision Generated or Uploaded
- Internal ReviewTeam only. The client cannot see this step.
- Ready to Resubmit
- Client Review
Fast service you can trust Same-week service you can trust
- v1 Submitted Oct 3
- v1 Changes requested Oct 4
- v2 Submitted Oct 6
- v2 Approved Oct 7
Version history
Every reviewed version is kept exactly as it was reviewed.
Reviewed versions are locked. The approved snapshot is preserved. Internal generation attempts that never reached the client stay out of the client-facing history.
- Immutable reviewed versions and approved snapshotsBeta
- Image comparison: side by side and overlayBeta
- Copy diff between versionsBeta
- Side-by-side video comparisonBeta
- Audit history of review actionsBeta
Final approval record
Know exactly what was approved, by whom, and when.
Every decision is stored as an operational client approval record tied to the exact version reviewed. It is an audit trail for your agency and your client. It is not a legally binding electronic signature.
- Deliverable
- Launch hero
- Version
- v2
- Reviewer
- Client marketing lead
- Reviewer role
- Client approver
- Decision
- Approved
- Timestamp
- Oct 7, 10:42
- Notes
- Looks good. Ship it.
- Annotations
- 3 (all resolved)
- Batch
- October Client Campaign
- Campaign
- Fall launch
- Content period
- October
Audit trail for agency and client. Not a legally binding electronic signature.
White-label review
Your client sees your agency.
Agency OS Review carries your brand through the review workspace. Logo and colors are live for every agency. Portal domain and sender identity are configured with you during onboarding.
- Your logo and colorsAvailable
- Portal on your own domainPrivate Pilot
- Emails from your own senderPrivate Pilot
- Your support contact shown to clientsPlanned
- Review screens in the client's languagePlanned
Notifications
One notification per batch, not one per asset.
Clients and teams hear about the batch, not every file inside it. Fewer emails, and the ones that arrive mean something.
- Batch ready for reviewBeta
- Revision resubmittedBeta
- Changes requestedBeta
- Review completedBeta
- All items approvedBeta
- Due date approachingPrivate Pilot
Due-date reminders are built but not yet sent automatically.
Permissions and security
Clients see their own work. Nothing else.
- Client-scoped accessBeta
- Role-based team permissionsAvailable
- Private asset storage
- Immutable reviewed versionsBeta
- Audit historyBeta
- Expiring signed links for website previewsBeta
- Upload controls by file type
Connected across Agency OS
Review is the decision layer for every product.
The same review engine handles website approvals, campaign builds, content batches, and creative. Agencies can start with Review alone and connect the rest later.
- SitesWebsite and landing-page approvals, with feedback that starts the next site version.
- AdsClient approval of Google Ads strategy and builds before anything launches.
- ContentMonthly content batches approved item by item, with revision notes.
- CreativeImage and video review with annotations and re-renders from approved assets.
- Client ManagementDecisions recorded on the client record, alongside onboarding and requests.
Review connection status across products: Beta
Questions
Agency OS Review FAQ
Is an approval in Agency OS Review a legal signature?
No. Agency OS Review keeps an operational client approval record: the deliverable, version, reviewer, decision, timestamp, and notes. It is an audit trail, not a legally binding electronic signature.
Do clients need an account?
Yes. Clients sign in to a secure review workspace in your agency's brand. A one-click review link without sign-in is planned.
Which file types can clients review?
Images, video, websites and landing pages, social posts, ad creative, blog posts, and campaign groupings are in Beta. Documents, presentations, audio, email campaigns, and reports are planned. Ad copy is reviewed inside a Google Ads strategy or build approval.
Can we use Review without the rest of Agency OS?
Yes. Review is designed to be useful on its own, and it connects to Sites, Ads, and Content when you are ready.
Is Review live with clients today?
Review is in Beta. The full lifecycle is built and tested, and founding agencies run the first live client reviews with our team alongside them.