# Evidence and approval workflows for professional services
Give reviewers the evidence, ownership and version history they need to approve consequential work.
An evidence and approval workflow connects a conclusion to its supporting material and records who accepted it. It is useful when an email approval or a folder of documents cannot explain how a decision was reached.
## Make the reviewable unit explicit
Agree what a reviewer is approving: an individual finding, a complete case or a client deliverable. Each needs different evidence and different authority. We model the decision, its inputs and the conditions for approval so a case cannot silently move forward with unresolved requirements.
## Keep evidence attached to the decision
Source documents, extracted information and analyst commentary serve different purposes. We keep those distinctions visible and preserve the version used in a review. If a source changes after approval, the system should identify the affected decision and route it for reconsideration according to your rules.
## Handle disagreement and delegation
Reviewers need to return work with reasons, request another opinion and delegate within agreed limits. We build those routes alongside approval. Permissions separate preparation from sign-off where your process requires it, while a decision history records who acted, when and on what basis.
## Measure review quality as well as speed
A shorter queue is useful only if decisions remain dependable. Track time waiting for review, repeated returns, missing evidence and reopened decisions. Begin with a single approval route and include an exception in acceptance testing. Our advisory and programme-review work provides related examples; the rules for your service still need to be established with your reviewers.
## Related reading
- [How to implement a workflow platform](/solutions/guides/implementing-a-workflow-platform)
- [Custom workflow platform or off-the-shelf software?](/solutions/guides/custom-workflow-vs-off-the-shelf)
- [Client onboarding for advisory firms](/solutions/advisory-client-onboarding)
- [Property compliance workflows](/solutions/property-compliance-workflows)
- [Inspection and remedial action management](/solutions/inspection-remediation-management)
- [Turning a complex advisory process into a governed workflow](/work/advisory-workflow-platform)
- [Governing review and scoring for a national programme](/work/national-programme-review-scoring)
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