03 — Story
The problem.
Client work often spreads across messages, email threads, shared folders, invoices, and ad hoc updates. Clients lose visibility, and the person doing the work spends time explaining status instead of moving the project forward.
- Built for
- Freelancers, small agencies, consultants, and service businesses that need a clearer way to show project progress.
What I built.
I built a read-only client view on top of an agency workspace. The client sees progress, the next action, project health and billing, all calculated from the same project, task, quote and invoice records the agency uses. They can open a deliverable, then approve the milestone or ask for changes, and the milestone timeline updates straight away.
01
Client Overview
Progress, tasks done, budget, overdue tasks and project health for one project, calculated from the agency's records instead of typed in.
02
Review a Deliverable
Open any deliverable in the list to see its summary, review date and status before deciding.
03
Approve or Request Changes
Approve the milestone or ask for changes in one click. The buttons and the milestone timeline update straight away.
04
Agency Workspace
Clients, projects, tasks, quotes and invoices. On Clients and Projects, click a KPI status card or bar segment to filter the list below.
05
Request Intake
A request form that scores readiness from four required checks and sets the first-reply time by priority.
06
Reset Demo
Every change stays in this browser. Reset Demo restores the seeded projects, so anyone can try the workflow again.
