Website Description: Client Portal for Project Management and BillingOverview
This website serves as a secure client portal for managing project-specific billing and expert information. It features a clean, minimalistic, and business-like interface with muted colors to ensure clarity and understandability. The website is designed to enhance transparency, communication, and efficiency in client-consultant interactions.
Main Page
- Logo and Branding: The main page prominently displays our company logo and branding to reinforce our identity.
- Client Login: A secure login system where each client has a unique login ID and password to access their respective project information.
Client Dashboard
Upon logging in, clients are directed to their personalized dashboard, featuring the following components:
Project Overview
- A high-level summary of all ongoing projects, with quick access links to detailed project pages.
Online Spreadsheet
- Consultant Billing Information: A dynamic spreadsheet displaying up-to-date billing information for consultants working on specific projects. This spreadsheet is interactive and allows clients to view detailed entries.
- Export and Upload Functionality: The website supports uploading of billing data in CSV or Excel format exported from Clockify. This ensures that time-tracking data is seamlessly integrated into the portal.
Expert Information Pages
- Detailed profiles for each expert involved in the project, including their background, expertise, and contact information. This helps clients understand the credentials and roles of the consultants working on their projects.
Billing Period Access
- Current Billing Period: A dedicated section displaying the current billing period's details, including time entries and expenses.
- Prior Billing Periods: An archive of PDFs for all previous billing periods, easily accessible for reference and record-keeping.
Communication and Chat
- Project-Specific Chat: Each project page includes a text-based communication feature where clients can leave and receive comments. This facilitates real-time discussions and clarifications related to the project.
- Notification System: Alerts and notifications for new time entries uploaded, approvals, and responses within the chat system to ensure timely communication.
Billing Approval System
- Interactive Entries: Each time entry will have a click box for approval. Clients can review details and approve individual entries.
- Select All Function: Clients will also have a "select all" function to approve multiple entries at once, streamlining the approval process.
- Approval Summary: After approval, a detailed summary of the approved entries will be sent to the client via email.
User Roles and Permissions
- Admin: The admin (you) can see, modify, and upload data.
- Client: Clients can only see, approve, and leave messages.
Security and Privacy
- Secure Login and Data Encryption: Ensuring all client data is protected with advanced encryption methods.
- Role-Based Access Control: Only authorized users can access specific project data, maintaining confidentiality and security.
Additional Features
- Responsive Design: The portal is optimized for use on various devices, including desktops, tablets, and smartphones.
- User-Friendly Interface: Intuitive navigation and clean design to enhance user experience.
Design Preferences
- Color Scheme: The website will use a color scheme of #F7F7F7 and #7DA2A9, providing a clean and professional look.
- Notifications: Email notifications will include a statement of purpose and a link to the login page.