Overview

A comprehensive client onboarding and management portal designed to streamline agency operations. Features include secure file uploads, automated invoice generation, real-time project status updates, and centralized communication channels.

Technologies

The Challenge

Managing client interactions via email and disparate tools led to communication gaps, lost files, and payment delays. The agency needed a centralized hub to manage the entire client lifecycle from onboarding to offboarding.

The Solution

Built a robust Next.js application with role-based access control. Implemented a secure file management system using AWS S3, automated invoicing with Stripe integration, and a real-time activity feed using WebSockets.