Consultant Client Portal

Client: Strategy consultancy (anonymized) Timeline: 6 weeks Role: Full-stack design and build

Challenge

Consultancy needed a branded client portal for project deliverables, invoicing, and session booking—replacing scattered Google Drive links and manual scheduling.

Solution

Built white-label client portal with project workspaces, file delivery, Stripe invoicing, and embedded booking. Per-client access, audit trail, and automated onboarding emails.

Technical scope

Next.js PostgreSQL Resend Cal.com

Per-client login and project workspaces
Stripe invoicing and payment links
Cal.com embedding for session booking
Deliverable upload and versioning
Onboarding and notification emails via Resend

Visual evidence

Consultant client portal — representative UI (dummy data)

Desktop — client portal (representative UI)

Outcome

40+ Active Clients

~8 hrs/mo Saved

Single place for all client touchpoints; billing and booking centralized. Team reports ~8 hours per month saved on admin.

My role

Full-stack design and build: auth, project workspaces, Stripe invoicing integration, Cal.com embed, Resend email flows, and deployment. Solo developer.

Client anonymized due to NDA; details modified to protect proprietary information. Screenshots show representative UI with dummy data. More technical depth available under NDA on request.