A client portal for approvals and files

Moving project updates, approvals, quotations and files out of email threads into one secure workspace per client.

• ServiceCustom web app
• Typical sectorAgencies and professional services

The problem

Approvals, files and quotations are spread across email threads and chat messages. Clients ask for status updates, and it is hard to show who approved what and when.

What gets built

• A Django and PostgreSQL web app with invitation-only client accounts
• Projects with milestones that clients can approve or question
• Quotations that can be accepted, with a record of the agreed version
• Private file sharing and a conversation next to each deliverable
• Automated tests, deployment, and backup and restore instructions

What it aims for

• Aim: one place where each client can check progress
• Aim: every approval recorded with the person and date
• Aim: fewer status-update emails for the team

Typical tools

• Django
• PostgreSQL
• JavaScript
• Docker
• Playwright

This is an example engagement describing a typical project. It is not a client case study, and the aims are goals rather than measured results.