Project updates were scattered across email and chat.
Case Study Details
Project Overview
A professional services firm relied on email threads and shared folders to manage client projects.
Clients wanted clearer visibility into milestones, approvals, and deliverables without constant back-and-forth.
The Challenge
Clients had no single place to review progress.
Document versions were difficult to track.
Internal teams spent time on repetitive status requests.
Project Objectives
Branded client portal experience
Milestone and deliverable tracking
Secure document exchange
Reduced manual client update requests
Our Solution
Solution step
We delivered a client portal with milestone timelines, approval flows, and structured document sharing.
Solution step
Internal teams manage projects from an admin workspace while clients interact through a simplified interface.
Key Features
Milestone Tracking
Clients see project progress, upcoming deliverables, and approval checkpoints in one timeline.
Secure Document Exchange
Files remain organized by project phase with clear version context for both sides.
Branded Client Experience
The portal reflects the firm’s identity, reinforcing trust during long-running engagements.
User Roles
Permission model
4 roles defined for this platform
Account Manager
Project Lead
Client Admin
Client Stakeholder
Development Process
Discovery
We mapped how account managers and clients communicate around milestones, documents, and approvals. Discovery clarified where email threads and shared folders created delays, missed updates, and unclear ownership.
Design
We designed admin and client portal experiences around shared project status, document exchange, and clear next actions. Interfaces emphasized transparency so both teams could follow progress without constant follow-up.
Development
We built milestone tracking, document workflows, notifications, and role-based portal access in stages. Each release was validated with pilot teams before expanding scope to additional client workflows.
Launch
We onboarded pilot clients, trained account managers, and refined the portal based on live usage feedback. Early launch insights improved notification timing, document requests, and milestone clarity.
Technical Architecture
Frontend
Nuxt, Vue, TypeScript
Backend
Node.js API services
Database
PostgreSQL
Cache
Redis for session and portal state
Queue
Background jobs for reminders and digests
Storage
Secure object storage for client documents
Docker
Dockerized app and worker services
Infrastructure
Cloud hosting with Nginx
Auth
Secure client and admin authentication
Milestone and document request emails
Notifications
In-app and email activity alerts
CDN
Static asset delivery for portal performance
Monitoring
Error tracking and uptime checks
Why this stack
The stack balances a polished client portal experience with secure document handling and reliable notifications. Object storage, queues, and auth controls keep sensitive files protected while account teams stay informed.
Challenges During Development
Problem & Resolution
Challenge
Clients needed simple access without complex onboarding
Solution
Designed a minimal client journey with guided first-login setup.
Gallery
Screenshots and Gallery
Clearer project visibility for clients
Fewer manual status update requests
Better document organization across engagements
More professional client experience
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