Sign-offs

Nothing goes out without the right yes.

Emails, meeting changes and actions on records wait for your approval, in the app or on your phone.

Hartwell Wealth · Wealth advisory

Same Headroom. Built around each one.

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Marsh & Vale · Law firm

Anything that leaves waits for you
Sending an email, moving a meeting with other people, inviting someone or running an action on a record all ask first.
See exactly what will happen
Each request shows the draft or the change in full, so you approve the real thing, not a summary.
Say yes however you like
Tap approve, reply in your own words, or react to the message on your phone.
No means no
Decline and nothing runs. Headroom can come back with a changed version if you tell it what to fix.

Common questions

What needs a sign-off?

Anything that goes out or changes something important: emails, meeting changes that involve other people, invitations and actions on records.

Can I approve from my phone?

Yes. Reply or react in iMessage or WhatsApp, just like any other message.

What if I'm not sure?

If your answer isn't a clear yes, Headroom treats it as a no and asks again.

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