Work with clients

Client reviewer guide

A forwardable explanation of what a client will see, decide, and retain.

Client reviewers4 min readUpdated July 24, 2026
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Why you received a link

Review the agreed milestone, with the proof beside it

Your agency is using Greenlit to show how a specific milestone matches the acceptance criteria agreed for the project. The review page keeps the promise, observed result, and supporting evidence together.

You do not need to understand the agency's testing tools. Read each outcome in plain language and decide whether the milestone is ready to approve or needs changes.

How to complete the review

  1. 01
    Open the private link

    Use the review link from your agency and enter the separately shared access code if requested.

  2. 02
    Confirm the context

    Check the client, project, milestone, value, build, reviewer identity, and response deadline.

  3. 03
    Read each criterion

    Compare the exact source language, expected outcome, observed result, and available evidence.

  4. 04
    Choose a decision

    Approve when the agreed milestone is acceptable. Request changes when an agreed criterion has not been met or when clarification is needed.

  5. 05
    Classify new requests

    If the request adds work not contained in the frozen milestone, identify it as possible new scope so the agency can estimate it separately.

  6. 06
    Keep your receipt

    After a final decision, use the receipt view to print or save the record for your files.

What your decision means

  • Approval records your business decision about this milestone and the evidence shown.
  • Requesting changes does not automatically decide whether a request is included in the original price.
  • Approval may make the milestone invoice-ready or trigger a previously disclosed Stripe invoice workflow.
  • Approval does not charge a card or bank account.
  • Greenlit is not a notarization service, accounting ledger, payment guarantee, or replacement for a contract or formal signature product.

Message an agency can send with the link

Client introduction
Hi [Client first name],

We have finished the [milestone name] milestone and prepared a focused Greenlit review.

Greenlit shows the agreed acceptance criteria, what we observed on the staging build, and the supporting evidence in one place. Please review it by [deadline] and choose Approve or Request changes.

Review link: [private link]

I will send the one-time access code separately. The review should take about [X] minutes. If anything in the project details or milestone value looks incorrect, please stop and contact me.

Thanks,
[Agency contact]