Custom Software Case Study
A branded client hub that replaces inbox chaos
We designed and built a client onboarding portal so agencies and service businesses can collect intake, share files, track invoices, and keep project progress in one branded WordPress experience—instead of scattered email threads.
The Project
Challenge
Kickoffs stalled when intake forms, contracts, brand assets, and invoice status lived in different tools. Clients did not know what was missing; teams wasted hours chasing files and status updates.
What We Built
The portal gives each client a branded login for onboarding checklists, file exchange, messaging, invoice visibility, and project milestones. Permissions keep client data isolated while staff manage everything from WordPress.
Result
Teams start projects with complete intake, clients always know next steps, and the business keeps a durable system of record inside WordPress—ready to extend with billing or CRM integrations as needs grow.
Highlights
Want something like this?
Tell us about the workflow you need. We will scope a fixed-fee path with a 100% US-based team.
