Client Content Approval
Time estimate: 2-10 days depending on revision rounds | Difficulty: Easy | Best for: Marketing agencies, content teams, ...
15 steps
14 automations
Professional Services Approval
Workflow template for Tallyfy
Contract Review & Legal Approval Workflow
A complete Tallyfy template for reviewing proposals and contracts through legal, finance, and executive approval stages. Estimated time: 1-3 days total. Difficulty: Intermediate. Team size: 3-5 reviewers recommended. Target audience: Legal teams, finance departments, executives, and sales operations. This workflow helps you stay on top of every contract review with proper documentation and clear audit trails - so nothing slips through the cracks.
9 steps
8 automations
Run this workflow in Tallyfy with people, AI, and conditions
| Status | Step | Assignee | Deadline |
|---|---|---|---|
| Status: Completed | 1. Collect information | TM Team member | |
| Status: Active | 2. Prepare quote/proposal | Claude AI agent | |
| Status: Waiting | 3. Send Quote | TM Team member | |
| Status: Conditional | 4. Proposal meeting | Claude AI agent | |
| + 5 more steps below | |||
Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow
Process steps
1
Collect information
1 days from previous step
Form fields in this step
First Name
Last Name
Another name
Title
Email
Mobile
Work Phone
Address
Reasons for a new system
Current Pain Points
Current provider(s) if any?
How will we help transition from old system?
Date agreed with customer to present proposal
Other information/notes on proposal request
2
Prepare quote/proposal
2 days from previous step
Please attach a detailed proposal. Refer info below:
Contact Name: {{first-name-7643809}} {{last-name-7643802}}
Company: {{company-name-414612}}
Reasons for a new system: {{reasons-for-a-new-system-7643812}}
Current pain points: {{current-pain-points-7643807}}
Current provider(s): {{current-pain-points-7643807}}
How will we help transition: {{reasons-for-a-new-system-7643812}}
Proposal Deadline: {{date-agreed-with-customer-to-7643805}}
Other Notes: {{other-information-notes-on-7643808}}
Contact Name: {{first-name-7643809}} {{last-name-7643802}}
Company: {{company-name-414612}}
Reasons for a new system: {{reasons-for-a-new-system-7643812}}
Current pain points: {{current-pain-points-7643807}}
Current provider(s): {{current-pain-points-7643807}}
How will we help transition: {{reasons-for-a-new-system-7643812}}
Proposal Deadline: {{date-agreed-with-customer-to-7643805}}
Other Notes: {{other-information-notes-on-7643808}}
Form fields in this step
Attach proposal here
3
Send Quote
1 days from previous step
Send proposal/quote to:
Contact: {{first-name-7643809}} {{last-name-7643802}}
Title: {{title-7643811}}
Company: {{company-name-414612}}
Email: {{email-7643813}}
Contact: {{first-name-7643809}} {{last-name-7643802}}
Title: {{title-7643811}}
Company: {{company-name-414612}}
Email: {{email-7643813}}
Form fields in this step
Email Sent?
4
Proposal meeting
1 days from previous step
Form fields in this step
Date of the meeting
Is a proposal variation required?
Customer Response
5
Quote Variation
1 days from previous step
Refer notes/requirements for proposal revision:
{{customer-response-7643800}}
{{customer-response-7643800}}
Form fields in this step
Attach updated proposal
6
Proposal accepted/declined?
1 days from previous step
Form fields in this step
Proposal accepted?
7
Acceptance
1 days from previous step
Form fields in this step
Attach signed and acknowledged proposal
8
Declined / No Indication
1 days from previous step
Form fields in this step
Reasons for declining the proposal
9
Close request
1 days from previous step
Related templates
Client Onboarding
Estimated Time: 6-8 weeks (full cycle) Difficulty: Moderate Team Size: 1-2 people A structured client onboarding workfl...
6 steps
1 automations
Professional Services Client
Partner Onboarding
Use this template to track and manage your partner onboarding process. With a few tweaks, you can also use it to onboard...
14 steps
9 automations
Professional Services onboarding
Accounting Firm Client Onboarding
Every new client your accounting firm takes on deserves a smooth start - and you deserve not to chase missing W-2s in Ap...
7 steps
3 automations
Professional Services Accounting onboarding Client
Why Tallyfy is the AI control layer
Phase 1
Set up
Define the recipe 1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2
Run
People + AI working together 4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3
Track and improve
Audit and learn 7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.
Ready to use this template?
Sign up free and start running this process in minutes.