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Agency review

A video feedback workflow for agencies:
one room per cut, and a record of who asked for what.

Notes arrive from an account manager, a creative director, a brand manager and often a legal reviewer, and some of them contradict each other. The expensive failure is not a missed note. It is a change the brand asked for and later denies asking for, after the edit has been cut. Here is a workflow where every note carries a timecode, an author and a done flag, and every approval names a version and a person.

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Updated September 2026

The agency in the middle

The expensive failure is not a missed note,
it is the change nobody admits asking for.

An agency sits between the people who cut the film and the people who pay for it. Notes come from an account manager protecting the relationship, a creative director protecting the work, a brand manager protecting the brief and often a legal reviewer protecting the claim. They arrive on different days, in different channels, and at least two of them disagree.

Missing one of those notes is annoying and recoverable. The costly failure is different and it happens weeks later. The brand asked for a line to be cut. The edit was recut, the grade was redone, the mix was conformed. Then the brand says it never asked for that, or that it asked for something else, and the agency has to decide whether to eat the day or argue about a conversation. Arguing from memory is how agencies lose margin and relationships in the same meeting.

The thing that prevents it is not a better meeting. It is a record: a note stored against a specific frame of a specific cut, signed with the person who wrote it, dated, and still there in six months. Everything below is built around that one idea. The pillar guide on review and approval software covers how to pick a tool at all. This page is about running the process once you have one.

The test

If the brand called this afternoon and asked which cut was approved, by whom, and on what date, how long would the answer take, and would it be a file or a memory? An agency that answers with a memory is carrying a risk it has not priced.

What makes a note evidence

Four fields do the work:
the timecode, the author, the done flag.

A comment is only useful later if it carries enough with it to be reconstructed by someone who was not in the room. Here is what each field is for, and what it costs you when it is missing.

The timecode

A note is stored against the film with a timecode in seconds, so opening it seeks the player to that frame. That is what makes it a timecoded note rather than a paragraph mentioning a time. A reviewer can also draw on the frame, and the drawing is saved with the note, which settles arguments about which lower third was meant.

The author

Every note is signed. When four stakeholders review the same cut, the author is what turns a pile of comments into a position per person: what the brand asked for, what the creative director asked for, and which of the two the agency chose to act on.

The done flag

Each note carries a done state, and notes thread into replies and take reactions. A round is closed when the last note is checked off, not when everyone stops replying. That is also the number the producer reports internally: notes open, notes done.

The round

Notes group into review rounds, so round two does not inherit round one. Six weeks later the question is never which of forty notes were current; it is which cut a round belonged to, and that is stored.

Approval sits on the same footing. One film carries several versions, and approval is recorded per version, by name. The film’s overall state is one of three: reviewing, changes requested, or approved. It is a stored decision naming a cut and a person, not a thumbs up on a message.

One rule makes that state trustworthy: posting a new note on an approved cut revokes the approval. An approved film therefore always means the same thing, which is that nobody has objected since. The cost of that rule is real and worth saying. A stray note from a stakeholder who is thinking out loud will push a signed-off cut back to changes requested, and someone has to resolve it before the state returns.

The process

One round,
from open to approved.

The unit is the cut, not the project. Open one room for the cut, put every version of it inside that room, and let the link stay the same for the life of the job.

1

Open the room and send one link

Upload the cut and share the room with everyone who has an opinion: account, creative, brand, legal, and anyone client-side they forward it to. There is nothing for them to install, join or accept, and no seat is consumed. Set the round's deadline in the mail you send, because the tool collects notes rather than chasing people.

2

Let the notes land unfiltered

Do not ask stakeholders to agree with each other before writing. Contradiction is information: you want the brand manager's ask and the creative director's objection both on the record, both at the same timecode, both signed. This is the step where a mail thread starts losing data and a room does not.

3

Reconcile before the editor opens the timeline

One named person at the agency, usually the producer or the account lead, reads the whole round and decides which of the contradictory notes wins. They reply in the thread saying what was decided and why, and mark the losing note done with that reason attached. The decision is now part of the record too.

4

Cut V2, stack it, take the approval by name

Upload the new cut as a version on the same film, behind the same link. Round two opens against V2 while round one stays attached to V1. When the cut is signed off, the approval is recorded against that specific version with the approver's name, which is the artefact you point at the day the brief changes.

Two versions can be compared side by side, as a slide wipe or stacked, which is how a creative director checks that a note was actually addressed instead of taking the editor’s word for it. The version comparison guide covers that step on its own.

The human step

The tool records;
it does not adjudicate.

No software decides whether the brand manager or the creative director is right. Anything that claims to is either routing tickets or averaging opinions, and neither is a creative decision. Reconciliation is a person, and the agency should name that person on every job before the first link goes out.

What the room changes is the input to that person’s decision. They are not reconstructing four mail threads and a phone call. They open one round, read notes in timecode order, see who wrote each one, and see which are already done. The reply they write becomes the audit trail for the choice, so when the losing stakeholder asks why their note was not actioned, the answer is in the same place as the note.

Two habits make this hold up. Never action a note that arrived outside the room; ask the person to put it in the room, or paste it in yourself and say who it came from. And never silently drop a note: mark it done with a reason, because a note that disappears is the one that gets litigated later.

Who does what

Six people around one cut,
and what each one costs you.

The reason agency review gets expensive on per-member tools is that agencies have a lot of people with opinions. Here the distinction that matters is between the people who own the work and the people who comment on it.

What they do in the round
What they need to get in
What it costs
Accountmanager
Watches the cut against what wassold, flags anything that willsurprise the client
The share link. No account,no password, no invitation
Nothing. A reviewernever consumes a seat
Creativedirector
Judges the work, compares V2against V1, decides whether anote was actually addressed
The share link
Nothing
Brandmanager
Checks the cut against the briefand the brand rules, writes thenotes that carry the most weight
The share link, forwardedfrom the agency
Nothing
Legal orcompliancereviewer
Flags claims, music, likenessand supers, usually late andusually at a specific frame
The share link
Nothing
Agencyproducer(reconciler)
Reads the whole round, resolvescontradictions, closes notes witha reason, opens the next round
An account on theagency's plan
Included in the plan.Seats are separate fromreviewers entirely
Editor
Pulls the round into the timelineas markers, cuts V2, uploads itas a version on the same film
An account, plus thePremiere panel or theResolve script
Included in the plan

Reviewer access here works the same way on every plan, including the free Starter plan: the share link is itself the authentication, and a share link can be revoked, with expiry checked on every load. Plans differ by storage rather than by the number of people commenting.

It is worth checking the same row on whatever you are comparing, because the answer is often better than agencies assume. Frame.io, the tool most post-production teams already have, prices review by the member: its pricing page lists Pro at $15 per member per month plus tax and Team at $25 per member per month plus tax, with Pro capped at five members and Team at fifteen. It also states plainly that outside collaborators can be given share links for free, without signing up or logging in. So a brand-side reviewer is not the thing that costs money there either.

The row that does move is your own staff. An agency where the producer, the account lead, two editors and a designer all need to be inside the workspace is buying members, and past five of them the tier changes. Count your internal people, not your client list, before comparing anything else.

Back into the edit

Notes arrive as markers, red while open,
green when they are done.

A round that stays in a browser gets retyped into a notepad, and retyping is where notes get lost. A Premiere Pro panel and a DaVinci Resolve script both exist and are downloadable. They pull the room’s notes over the network and write native timeline markers: red for an open note, green for one marked done. The editor scrubs between markers rather than between a browser tab and a timeline.

The panel tags its own markers, so a refresh updates them in place and never touches markers the editor made themselves. That matters on an agency job, because the assistant has usually already laid down their own markers for music hits and stock replacements, and losing those to a sync is worse than not syncing at all. The Premiere panel is a signed extension; the signature is the studio’s own.

Where this is the wrong tool

This is a record,
not a governance product.

An agency whose client contract requires formal approval workflow should read this section as a recommendation to buy something else. There is no enforced sequential sign-off here: nothing prevents legal from approving before brand, or brand from approving a cut the creative director has not seen. Approvals are recorded per version, by name, in whatever order they arrive.

There is no audit export either. The record lives in the room and is read in the room. If a compliance officer needs a signed trail on paper, a retention policy, or an e-signature, that is a different category of product and it is worth the money it costs. The same applies to single sign-on and directory provisioning: an agency onboarding fifty people through an identity provider should buy a system built for that, not this.

What this does, it does completely. Every note in the job carries a timecode, an author, a round and a done flag. Every approval names a cut and a person. A new note takes the approval back, so the state never lies. And the brand-side people who generate most of the risk get in with a link, which is the difference between a note written today and a note written next week when it is expensive. If access control is the part you are worried about rather than sign-off, the screener sharing guide covers revocation and expiry in detail.

Questions

Frequently asked

How many people can I send an agency review link to?

As many as the job needs. The share link is itself the authentication, so a reviewer needs no account, no password and no invitation, and never consumes a seat. Seats are a separate mechanism that reviewers never touch. That holds on every plan, including the free Starter plan.

What stops two stakeholders from cancelling each other out?

Nothing in the tool, and that is deliberate. Contradictory notes both get recorded, both with an author and a timecode, and a human at the agency decides which one wins before the editor opens the timeline. The record exists so that decision can be made from evidence rather than from memory, not so software can make it for you.

What happens if the brand asks for a change and then denies it?

Open the round and read the note. It carries the timecode it was written against, the author it came from, the version it was written on, and the date. That is the whole point of running review in a room instead of a mail thread: the ask and the person who made it are stored against a specific cut, so the conversation is about what to do next rather than about what was said.

Does an approval survive a late note?

No, and that is the honest detail. Approval is recorded per version with the approver's name, and posting a new note on an approved cut revokes that approval. So an approved state always means the same thing: nobody has objected since. The trade is that a stray note on a signed-off cut sends it back to changes requested until it is resolved.

How do the notes reach the editor?

Through a downloadable Premiere Pro panel and a DaVinci Resolve script. Both pull the room's notes over the network and write native timeline markers, red for an open note and green for one marked done. The panel tags its own markers, so it refreshes them in place and never touches markers the editor made themselves.

Is this an approval system with enforced sign-off?

No. There is no enforced sequence, no rule that legal must sign after brand, no audit export and no single sign-on or directory provisioning. Approvals are recorded per version, by name, in whatever order they arrive. An agency whose client contract requires formal governance should buy a system built for that. This is a record of who said what against which cut.

Put the next cut in one room

Open a room for the cut, send the same link to account, creative, brand and legal, and let the record build itself. Reviewers need no account and never consume a seat, on any plan including the free one.

Sources

  1. 1.Frame.io pricing: per-member prices, member limits and free share links (Pro $15 per member per month, Team $25 per member per month, member limits, share links free for outside collaborators; fetched 8 September 2026)
  2. 2.Frame.io help centre: what pricing plans do you offer (free plan storage and project limits, Team member limit; fetched 8 September 2026)