Professional services

OneClient runs an entire agency from one system instead of five that never met

Agencies typically run on a patchwork: one tool for projects, another for invoicing, a file service for documents, email for clients, and a spreadsheet holding it together. We built a single platform with three role-based portals on one shared data layer, covering the full client lifecycle from onboarding to invoicing.

  • ROLE-BASED PORTALS

    3

  • SCOPE

    Full lifecycle

  • STATUS

    Live

The challenge

Agencies and independent firms run on disconnected tools: project management in one place, invoicing in another, documents in a file service, client communication in email, and a spreadsheet tracking all of it.

Clients have nowhere to check progress, review deliverables, or find an invoice. The team context-switches constantly, the status emails never stop, and the client experience feels fragmented even when the work itself is good.

The solution

  • A client portal giving clients a branded space to see project progress, download documents, message the team, and review invoices.
  • An admin portal holding full operational control: client records, project creation, invoicing, document organisation, and team oversight.
  • A team portal giving staff focused views of assigned work, project context, and internal communication.
  • A shared data layer linking every entity, so a project, its documents, and its invoice are one connected record.
  • Permissions that decide which portal surfaces what, from the same underlying data.

  • Admin overview: revenue, projects, utilisation, satisfaction

  • Invoicing, linked to the project it came from

  • Team portal: assigned work and project context

What changed

  • 01

    One system replaces five: projects, documents, messaging, and invoicing in a single place.

  • 02

    Clients self-serve: progress, deliverables, and invoices are available without an email exchange.

  • 03

    Nothing is retyped: an invoice raised against a project is already linked to it.

  • 04

    The full lifecycle is covered, from onboarding and scoping through active delivery to billing.

CONNECTED

  • Role-based portals
  • Document management
  • Invoicing
  • Messaging

WHAT IT TOOK

  • System architecture
  • Full-stack development
  • UI/UX design
  • Product design
  • Multi-portal engineering

Next

FLUX ↗

Transform your firm with briidge.

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