65%complete
👋 Welcome back, Jordan
Website Refresh
3 milestones · Design phase in progress · 2 files awaiting your review · target May 15
🎯 Project status
65%
On track for delivery
📁 Files shared
12
2 awaiting your review
💰 Investment
$12,500
2 paid · 1 outstanding
📅 Timeline
8 wks
Target May 15
Project progress · milestones📊 Always live
✓
Discovery
60%
Design
0%
Build & Launch
A client portal that pulls its weight
Milestones, files, payments, and messages — one branded portal per client📊
Milestone tracker on the home screen
Each project shows phases like Discovery → Design → Build with a percent complete and status badge. Clients can see exactly where things stand without asking.
💰
Invoice schedule with one-click pay
All payments are listed up front (deposit, midpoint, delivery). Clients click "Pay Now" and Stripe handles the rest — receipts logged, balance updated, no chasing.
💬
Threaded in-app messaging
Conversations live alongside the project (no email-thread archaeology). Messages also drop into their inbox automatically, so they read on whichever surface they're on.
👁
View it as your client sees it
One click on any client row opens the exact portal they see. Spot what's confusing, double-check what's shared, sanity-check before launch — without a test account.
📋
Reusable project templates also supported
Save Brand Identity, Website Build, App Dev as templates. New clients get the full milestone set in one click — no rebuilding the project from scratch each time.
Project Files
Documents & deliverables
📁
Drop files here or click to upload
PDF, DOCX, PNG, JPG up to 10MB
All Files (5)
| File | Type | Uploaded | Status | Action |
|---|---|---|---|---|
| Design Mockups v2.pdf | Feb 10, 2026 | Pending Review | ||
| Wireframes.pdf | Feb 5, 2026 | Approved | ||
| Brand Guidelines.docx | DOCX | Jan 30, 2026 | Approved | |
| Content Audit.xlsx | XLSX | Jan 22, 2026 | Approved | |
| Moodboard.png | IMG | Jan 18, 2026 | Approved |
Payments
Invoice history & payment tracking
Total Contract
$12,500
Paid to Date
$8,500
Outstanding
$4,000
Payment Schedule
| Date | Milestone | Amount | Status | Action |
|---|---|---|---|---|
| Jan 15, 2026 | Discovery Phase | $4,000 | Paid ✅ | |
| Feb 28, 2026 | Design Phase | $4,500 | Paid ✅ | |
| Apr 30, 2026 | Build & Delivery | $4,000 | Outstanding ⏳ |
Messages
Conversations with Sam Rivera
Recent Threads
💬 In-app + inbox deliverySR
2 hours agoUnread
Quick update — I just uploaded the v2 mockups for the homepage. When you get a chance, take a look and let me know your thoughts on the hero treatment.
SR
Yesterday, 4:12pm
Design phase kickoff recap attached. The revised timeline shifts launch to May 15 which gives us breathing room for the content migration.
JW
Feb 2
Loved the discovery session. Sending over the competitor audit doc today!
Meetings
Upcoming & past sessions
Upcoming
Feb
18
Design Review — v2 Mockups
2:00pm EST · 45 min · Zoom
Past Meetings
▶ Recordings auto-saved| Date | Title | Duration | Recording |
|---|---|---|---|
| Feb 1, 2026 | Design Phase Kickoff | 60 min | |
| Jan 14, 2026 | Discovery Deep-Dive | 90 min |
Support
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