Client Portal
Client Management System
Industry
Web app
Scope
Product Design, Full-stack Development
Timeline
8 weeks
Status
Live & Active
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.
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.
THE FEATURES
Secure File Sharing
Drag-and-drop file uploads with version control
Automated Invoicing
Generate and send invoices automatically
Real-time Updates
Live project status tracking and notifications
Role-Based Access
Custom permissions for admins and clients
Onboarding Flows
Guided checklists for new client setup
Communication Hub
Centralized messaging and feedback system
THE METRICS
time cut nearly in half
a single file lost since launch
client onboarded without a hitch
come in faster than ever
THE STACK
Next.js · Supabase · Tailwind · Stripe · AWS S3 · Resend
Words from the Client
“aiGrowTek sat with our actual onboarding mess before writing any code. That's rare — and it shows in the final product.”
Priya Sharma
Operations Lead
They treated our problem like their own. No unnecessary features, no bloat — just a clean system that does exactly what we need, built by people who clearly care about the craft.