Agency Client Portal & Billing Platform

Service Catalog & Checkout

• Public storefront (/shop) with service cards
• detail pages
• and cart drawer
• One-time and recurring pricing monthly/quarterly/yearly subscriptions)
• Add-ons
• order bumps
• promo codes with percentage/fixed discounts and expiry dates
• Stripe and PayPal checkout with automatic payment capture
• Custom proposals with line items
• e-signature collection
• and PDF export
• Magic-link login for returning clients (no password required)
• Automatic project creation and onboarding trigger on successful payment

Client Onboarding

• Drag-and-drop form builder with 9 field types (text
• textarea
• select
• multi-select
• radio
• checkbox
• date
• file upload
• heading)
• Conditional logic and field validation rules
• Guided welcome checklist with custom steps and completion tracking
• Encrypted credentials vault for storing API keys
• logins
• and sensitive data (AES-256-GCM)
• Automatic welcome email with portal access link
• Client profile with contacts
• billing address
• and custom fields

Project Management

• Kanban board and list views with drag-and-drop task reordering
• Task assignments
• due dates
• priority levels
• and time tracking
• Milestone roadmap with progress visualization
• Retainer request queues (clients submit requests
• staff pull and work them)
• Internal 'whisper' notes visible only to agency team
• File attachments on tasks and projects (stored in MinIO private bucket)
• Activity feed showing all project events and updates
• Client-facing and internal-only task visibility controls

Deliverable Proofing

• Upload deliverables with revision limits and approval workflow
• Embedded preview for images
• videos (YouTube/Vimeo)
• PDFs
• and external links
• Client approval/rejection with feedback comments
• Automatic watermark overlay on preview files (removed after payment)
• Pay-to-unlock final files (invoice generated on approval
• download enabled after payment)
• Revision counter and approval history log
• Email notifications on upload
• approval
• and rejection

Invoicing & Payments

• Invoice builder with line items
• tax rates
• deposits
• and partial payments
• Stripe and PayPal integration with automatic payment capture and webhook handling
• Bank transfer with proof-of-payment upload and manual approval
• Recurring retainer billing with automatic monthly invoice generation
• PDF invoice and receipt generation with custom branding
• Payment reminders (3 days
• 7 days
• 14 days overdue) via BullMQ jobs
• Invoice status tracking (draft
• sent
• paid
• overdue
• cancelled)
• Client payment history and outstanding balance dashboard

Communication

• Threaded comments on projects
• tasks
• and deliverables
• @mentions with email notifications
• Reply-by-email via IMAP (parsed and attached to correct thread using token in reply-to address)
• Internal whisper notes (visible only to agency team)
• Smart digest emails (daily/weekly summaries of activity)
• Markdown support in comments with file attachments
• Real-time updates via Server-Sent Events (Redis pub/sub)
• Configurable notification preferences per user

Team & Permissions

• Three roles: Owner (full access)
• Staff (project work
• no billing/settings)
• Client (view own projects only)
• Team member invites via email with magic-link or password setup
• Workload dashboard showing active projects and task assignments per team member
• Time tracking on tasks with manual entry and reporting
• Activity log showing all user actions (audit trail)
• User status management (active/disabled)
• Permission checks enforced in auth.policy.ts for every action

Growth Tools

• Review collector with smart routing (sends request after project completion)
• Client referral program with unique referral codes and commission tracking
• Revenue dashboard with charts (monthly recurring revenue
• one-time sales
• payment trends)
• Client lifetime value and project profitability reports
• Promo code usage analytics
• Email open/click tracking (via Nodemailer SMTP)

White-Label Branding

• Custom logo
• favicon
• and brand color (applied to UI and emails)
• Login screen background image and custom headline/subheadline
• Sender name and email address for all outgoing emails
• Custom sidebar links (e.g.
• link to agency website
• help docs)
• Light/dark mode toggle with system preference detection
• Custom domain support (configured via Caddy reverse proxy)
• PDF invoice branding (logo
• colors
• footer text)

Settings & Configuration

• Payment gateway setup (Stripe/PayPal test and live modes with API key validation)
• SMTP configuration for outgoing emails (host
• port
• auth
• sender address)
• IMAP configuration for reply-by-email (host
• port
• username
• password
• folder polling)
• Tax rate configuration (percentage
• label
• default on/off)
• Portal customization (name
• tagline
• login screen text
• sidebar links)
• Email template editor (welcome
• invoice
• reminder
• digest)
• Notification preferences (email frequency
• digest schedule)
• Demo mode toggle (blocks all mutations with 'this is a demo' dialog)