Everything about the project in one place
Clients log in and see their projects, open tasks, the month’s missions and the latest activity. No more “where are we with this?” emails.
Case study · AI automation
Client portal
Our own portal where clients see their projects, tasks, messages, documents, invoices and website traffic in one place. An AI assistant connected to the portal drafts replies, tracks deadlines and sums up the business in seconds.
13modules we built
14business tools for the AI assistant
2languages per user: BG and EN
0API keys or card details in AI answers
Product facts. Screens show demo data.
The brief
What we had to solve.
- Emails, chats and files scattered across ten places
- Nobody sees which client is waiting for a reply, and for how long
- Reports, invoices and traffic collected by hand every month
What we built
The solution, step by step.
Tasks, comments and approval
Every request is a task with a status: to do, in progress, waiting for client, done. Clients paste a screenshot with Ctrl+V, comment and approve with one button, and every change emails the right person.
Website traffic inside the portal
Sessions, users, engagement and conversions for every project, pulled straight from Google Analytics 4. Clients see the result of our work, not just a list of tasks.
Payments and protected documents
The subscription and the paid and unpaid invoices come straight from Stripe, and the card can be changed in a minute. Contracts, reports and files open only for people with access to the project.
Response deadlines in business hours
The dashboard shows every thread where a client is waiting for a reply, counted in working hours only and without public holidays. Overdue threads are red, and below you see who answered and how fast.
An AI assistant that works in the portal
We connected the portal to ChatGPT and Claude through a secure MCP server. Ask “Who is waiting for a reply?” and you get a list. Dictate a reply and the assistant posts it as you once you confirm. Every action is logged.
The business, summed up in seconds
For the owner the assistant has 14 read-only tools: income and expenses, recurring revenue and churn, subscriptions, hosting, traffic and deadlines. “How is the month going?” takes seconds, not an afternoon in spreadsheets.
What the project included
Web Core
- WordPress portal with 13 modules
- Secure login with lockout after failed attempts
- BG and EN for every user
- Protection from plugin errors
Automation
- Tasks, comments and messages
- Email notifications and client newsletters
- Website briefs straight into the portal
- No emails to invalid addresses
AI Intelligence
- MCP server for ChatGPT and Claude
- OAuth 2.1 with PKCE and an action log
- Project export for AI analysis
- GA4 traffic for every client
Your project is next
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