Architected a bespoke Client Portal that automates invoicing and scope management. Reduced admin overhead by integrating Stripe directly into project milestones
Agencies and freelancers often struggle with fragmented workflows—using one tool for communication, another for tracking deliverables, and a third for invoicing. This disconnection leads to "scope creep," missed payments, and a lack of transparency that frustrates clients. The goal was to build a unified "Command Center" that eliminates this friction.
The Client Management: A high-level operational view allowing agency owners to track the clients ansìd their account status, project counts e.t.c.leted projects at a glance.
The Solution
I architected Velocit8, a bespoke SaaS platform designed to streamline the entire client lifecycle. Unlike generic project management tools, Velocit8 is opinionated and financial-first.
Integrated Financials: I connected the Stripe API directly into the project milestones. Clients cannot proceed to the next phase without funding the milestone, ensuring the developer never works unpaid.
Real-Time Transparency: I built a milestone tracking engine that gives clients a live view of progress percentages and deliverables, reducing the need for constant status-update emails.
Admin "God Mode": For the agency owners, I developed a high-level dashboard to manage multiple concurrent projects, assign user roles, and track global revenue.
The Admin Dashboard: A high-level operational view allowing agency owners to track the status of all active, pending, and completed projects at a glance.
Deep Scoping: The system handles complex data types, allowing admins to attach Figma files, PRDs, and specific dollar values to individual milestones during the setup phase.
The Outcome
Velocit8 successfully transformed a manual service workflow into a scalable software product. The system now handles automated invoicing, real-time notifications, and secure project scoping, allowing the team to manage 3x the project volume with the same headcount.