A client portal that replaced the inbox
Replaced email threads and shared drives with a secure role-gated portal — clients track milestones, download deliverables, and see updates in one place.
- Client portal
- Cognito
- Lambda
- Next.js
- Role-based access
- Role-gated (client / admin)
- Access model
- Self-serve portal
- Deliverable distribution
- Built in from day one
- Audit trail
Every pull request gets a throwaway preview environment; merges promote the static frontend and the API through dev → staging → prod behind a manual approval. The static export means a frontend deploy is an atomic S3 sync + CloudFront invalidation — instant, and instantly reversible.
Vantage Advisory managed project communications across long email threads and a tangle of shared-drive folders. Status updates were delivered manually; clients had no single place to see where things stood without sending a request. The team spent hours each week on communication logistics rather than advisory work.
We built a secure portal with Cognito for authentication and role-gated access — admins manage projects and publish updates; clients see only their own work. A Lambda and DynamoDB backend stores milestones, file references, and a structured update feed. The Next.js frontend is fully static-first: fast to load, simple to deploy, and inexpensive to run. Every action — update published, file uploaded, milestone reached — is recorded with a timestamp, giving both sides a complete audit trail.
The advisory team reclaimed the hours previously spent on status updates. Clients check their portal instead of sending a follow-up email. Deliverables are available on demand, and the full project history is visible to both sides — so every conversation starts with shared context.
Let’s write the next system into being
Tell us what you’re building. We’ll reply within two business days with a frank read on scope, shape, and whether we’re the right studio for it.