Case study
One place for the paperwork.
Consulting work creates a pile of documents: proposals, service agreements, signed contracts, and the supporting files that go with them. The Client Platform is a private, secure portal for that pile: clients log in to find what they need, and the consultant stays in control of the whole thing.
- Scope
- Design, build, deploy — a secure client portal for document exchange
- Stack
- Next.js 15 · SQLite · Drizzle ORM · self-hosted
- Audience
- Consulting clients, logged in and hands-on
Your inbox is not a filing system
If you've ever gone looking for the latest signed agreement and found yourself digging through a forwarded thread, opening an attachment that might be the wrong draft, or checking several inboxes just in case, you already know why this exists.
And if you're on the client side, it's not much better. It's hard to tell what was sent when, or whether the document in your inbox is current or has already been replaced.
You decide what the client sees
A portal that works like a plain shared folder can expose drafts and working notes that were never meant for the client. In the Client Platform, you upload and organize the files yourself, and every one gets a visible to client flag, so you can keep the messy stuff to yourself and share only what's finished.
Documents are versioned, too. Upload a new draft, and the old one is marked as superseded but kept for the record. Both sides get an email when something new is added. Clients can upload their own supporting files, but they can't restructure the engagement. Every change goes into an activity log, so you always know what changed and when.
The Client Platform is self-hosted, which means your documents aren't sitting on some third-party server, and they get backed up on a schedule that matches how sensitive they are. The Client Platform is live at clients.applauseconsulting.com.
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