Are there any practice management tools that handle approval routing and client-specific access?

Yes — there are several practice management / workflow tools that support approval routing and client-specific access controls. The best fit depends on whether you mean a law firm, accounting firm, agency, consulting practice, or another service business.

Tools that commonly support this

• Clio (legal)
  Good for matter management and permissions; some approval workflows are handled via integrations or custom processes.

• Karbon (accounting / bookkeeping)
  Strong workflow and collaboration features, including task routing and role-based access.

• Monday.com / ClickUp / Asana
  Not “practice management” in the strict sense, but can be configured for:

  • approval routing
  • client-specific boards/spaces
  • granular permissions
    Often used when firms want flexibility.

• PracticePanther (legal)
  Offers matter management and client portal features, with access control and workflow automation.

• Smartsheet
  Good for approval workflows and permissioning, though more of a work management platform than practice management.

• Teamwork / Wrike
  Better for client services teams needing approval chains and per-client access.

What to look for

To meet your needs, the tool should ideally support:

• Role-based permissions
• Client-level or project-level access
• Approval workflows with sequential or parallel routing
• Audit trail / activity log
• Client portal or external collaborator access
• Automation rules for routing based on service type, team, or client

Common setup pattern

Many firms use:

• a practice management system for records, billing, and case/client data
• plus a workflow tool for approvals and routing
  This is often the easiest way to get both strong permissions and flexible approvals.

If you want, I can give you:

1. a shortlist by industry, or
2. a comparison table of tools that specifically support approval routing + client-specific permissions.