Manage clients, projects, deliverables, approvals, analytics, notifications, and AI-powered project summaries in a polished platform built for agencies, freelancers, and modern service teams.
Workspace Snapshot
Built for client operations
Projects
Live tracking
Reviews
Client approvals
Access
Internal + portal
Insights
Analytics + AI
Projects, deliverables, comments, and approvals connected in one system.
Separate agency workflows from the client-facing portal without confusion.
Smart summaries and insights layered on top of real operational data.
Live demo
Use seeded accounts to see both sides of the workflow without signing up. The client demo is linked to one client record, so it only sees Northstar Labs work.
Before
Approvals scattered across email threads
After
Deliverables move through draft, review, approval, and revision states.
Before
Files disappear into local folders and chat uploads
After
Every deliverable keeps Cloudinary-backed file metadata in the workspace.
Before
Clients see too much or ask for status updates
After
The portal scopes each client to their linked client record and project work.
Product workflow
Track client work from project overview to individual deliverable status, comments, files, and activity.
Client users are linked to a specific Client record, so the portal only shows their projects and review actions.
Dashboard and analytics views summarize project health, approval outcomes, and recent workspace activity.
Keep approvals, client feedback, and project status in one shared system.
Give clients a polished review experience without building a custom portal.
Track deliverables, ownership, and client-visible progress across accounts.
Engineering notes
ClientForge surfaces the boring correctness that matters in a SaaS: scoped tenancy, durable files, validated inputs, rate limits, tests, and clear operational boundaries.
Prisma models workspaces, clients, projects, deliverables, comments, notifications, and activity.
Route guards and query-level workspace checks protect owner, member, and client workflows.
Cloudinary handles deliverable uploads while PostgreSQL stores durable file metadata.
Vitest covers tenancy rules and Playwright proves the owner upload/client approval path.
Use the seeded demo to inspect RBAC, uploads, approvals, comments, notifications, analytics, and the scoped portal.