Consultant Client Portal
A branded client portal for a strategy consultancy. Files, invoices and bookings in one place.
Deliverables, invoicing and booking in one portal.
- Client
- Strategy consultancy (anonymized)
- Timeline
- 6 weeks
- Role
- Full-stack design and build
The problem
The consultancy needed a branded portal for deliverables, invoicing and session booking, to replace scattered Google Drive links and manual scheduling.
What we built
A white-label client portal with project workspaces, file delivery, Stripe invoicing and built-in booking. Per-client access, an audit trail and automated onboarding emails.
Features
- Per-client login and project workspaces
- Stripe invoicing and payment links
- Cal.com embedded for session booking
- Deliverable upload and versioning
- Onboarding and notification emails through Resend
Stack
- Next.js
- PostgreSQL
- Resend
- Cal.com
Our role
Full-stack design and build: auth, project workspaces, Stripe invoicing, the Cal.com embed, Resend email flows and deployment. One developer.
Client anonymized due to NDA, with details changed to protect proprietary information. The screens shown are mock-ups with made-up data. More technical detail available under NDA on request.
Process flow
See how the pieces of the build fit together.
Planning a build?
Book a discovery call. 30 to 45 minutes, then a proposal within 3 to 5 business days.
