Case study
Client delivery portal for advisory firm
A branded portal where clients track engagement milestones, download deliverables, and message their project lead.
Northline AdvisoryProfessional ServicesClient Portal
Client portal
Q3 Strategy Engagement
Milestone 3 of 5
Discovery brief.pdf
Shared this week
Stakeholder map.xlsx
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Status update.md
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Challenge
Northline relied on email threads and shared drives. Clients frequently asked for status updates, and files were hard to find after handoff.
Solution
We built a secure Next.js portal with authenticated client accounts, project timelines, file libraries, and an admin console for consultants to publish updates.
Results
- Support status emails dropped noticeably after launch
- Clients could self-serve documents 24/7
- Consultants gained a single source of project truth