ScopeForged
Production-grade Laravel client portal for service-based businesses with 48+ features across client management, invoicing, real-time collaboration, and workflow automation.
Overview
A full-featured client portal built with Laravel 12, designed for agencies, consultants, and freelancers to manage their entire client lifecycle in one secure platform.
Client Lifecycle Management:
- Client intake and onboarding with discovery questionnaires
- Client stage tracking (lead, prospect, active, inactive)
- Multi-user client team management with role-based invitations
- Document requests, deliverable approvals, and satisfaction surveys
Project & Financial Management:
- Full project lifecycle with milestones, timelines, and amendment tracking
- Invoice generation with line items, tax calculations, and PDF branding
- Recurring invoices with automatic generation
- Stripe payment integration and payment tracking
- Time tracking with timesheets and resource planning
Communication & Collaboration:
- Real-time notifications via Laravel Reverb WebSockets
- Email and in-app notification system with preferences
- Internal notes for admin-only communication
- Mention system and client-facing conversations
- Webhook system with event signatures for external integrations
File & Document Management:
- Secure file upload/download with access controls and versioning
- Chunked uploads, virus scanning, and bulk operations
- Document template system with variables and PDF generation
- Share links for external access
Search, Analytics & Dashboards:
- Advanced full-text search with saved searches and keyboard shortcuts (Cmd+K)
- 44-widget admin dashboard builder with custom KPI tracking
- Custom reporting with drill-down, exports, and scheduled reports
- Client health scoring and analytics dashboards
Workflow Automation & Admin:
- 14 trigger types with conditional logic and action execution
- Compliance framework support (GDPR, SOC2) with data retention policies
- Activity logging and audit trails
- Audit library with templates and scoring
- Multi-domain architecture (marketing, portal, admin)
The Challenge
Service businesses juggle scattered tools for client management, project tracking, invoicing, file sharing, and communication — leading to inefficiency, poor visibility, and dropped balls.
The Solution
Built a unified client portal with Laravel 12 featuring multi-domain architecture, real-time WebSocket updates, workflow automation, and a 44-widget dashboard builder — all in a single, secure platform that both admins and clients access.
Results
48+ implemented features across 12 major categories
80+ Eloquent models organized by domain (Core, Projects, Invoicing, Analytics)
399+ unit/feature tests with PHPUnit and Playwright E2E
30+ service classes for business logic separation
100+ database migrations with 30+ type-safe enums
Multi-domain architecture: marketing site, client portal, and admin panel
Real-time updates via Laravel Reverb WebSockets
44-widget customizable admin dashboard
Workflow automation engine with 14 trigger types