What you're seeing
This prototype covers all key screens for both the client-facing portal and the admin dashboard. Clients self-onboard, track project status, upload assets, approve deliverables, communicate in context, and pay invoices — all in one place. The agency side manages projects, uploads deliverables, monitors billing, and triggers automated flows — without manual email chasing.
Client Portal
Real-time milestone timeline, status tracking, action items, and recent activity.
5-step guided flow: Brief → Theme selection → Domain → Hosting → Confirm.
Preview, approve, or request revisions on deliverables with tracked revision rounds.
Threaded conversations tied to specific deliverables or project phases — not a generic chat.
Pay invoices, manage subscriptions, and download receipts — all without leaving the portal.
Admin Dashboard
Kanban board showing all active client projects across every stage — no manual updates needed.
Full client view: brief, assets, deliverable management, revision tracking, messaging history.
Outstanding payments, subscriptions, invoice creation, and billing history — all in one view.
Key Automation Features
- Auto status transitions on approval / payment events
- Email + in-app notifications at every milestone
- Stripe invoice auto-generation tied to milestones
- Recurring subscription billing with Customer Portal