v1.0.0Jun 29, 2026
- Initial release — live demo and downloadable, runnable foundation.
Client Portal
Secure client spaces for files, updates, invoices, and approvals.
A private portal for project status, links, files, and next decisions.
Review states and approval actions built for service businesses.
Roles, notification preferences, and workspace details.
Overview
Client Portal is a practical business foundation for turning scattered email threads into a calm shared workspace. It includes client areas, file references, project updates, approvals, permissions, and notification templates with a structure an AI agent can extend without guessing.
Next.jsReactTypeScriptLocal-first
Features
- Client workspaces and invitations
- File and link sharing
- Project updates and approval states
- Message threads and notification templates
- Permission model ready for customization
Make it yours in three steps
1
Download it
One click, one zip, the whole project. Free, MIT licensed, yours to keep.
Download Client Portal2
Run it
Unzip it, then run this in the folder. It works immediately — no database, no accounts, no configuration.
$ npm install
$ npm run dev3
Hand it to your coding agent
The download ships with CLAUDE.md, AGENTS.md, and Cursor rules, so your agent understands the project the moment it opens the folder.
$ cd client-portal
$ claudeClaude Code reads the included CLAUDE.md automatically — it already knows the project.
A good first prompt:
“Give me a quick tour of this project, then help me make it mine.”Agent-ready information
The agent package documents the portal modules, permissions, email templates, and common customization paths.
CodexClaude CodeCursor
/agent/START_HERE.md/agent/PROJECT_MAP.md/agent/RULES.md/agent/RECIPES.md/agent/TESTS.md/agent/DEPLOY.md/agent/agent.json
Changelog
Related foundations
Explore nearby starting points before you commit to a fork.
Production Ready
/finance / updated Jul 1, 2026
Invoice & Estimates
Create, send, approve, and track client billing documents.
Next.jsReactTypeScriptLocal-first
BeginnerLevelLiveDemoMITLicense
Production Ready
/crm / updated Jun 29, 2026
Personal CRM
A relationship operating layer for thoughtful follow-up.
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BeginnerLevelLiveDemoMITLicense
Production Ready
/developer-tools / updated Jul 1, 2026
Internal Admin Dashboard
CRUD, tables, roles, and internal workflows over your data.
Next.jsReactTypeScriptLocal-first
IntermediateLevelLiveDemoMITLicense