The version of this work you can poke at is at demo.gravixar.com. Log in as Casey, click through her project, see the deliverable review flow, the milestones, the chat. That's not a screenshot. That's the same code an agency runs in production.
What I deliver:
- A custom portal scoped to your real client journey (not a generic template forced onto your shape)
- The state machine for how work moves: draft → internal review → client review → approved
- Auto-routing logic for who picks up what (workload-balanced, skill-matched)
- The compliance backbone: per-record audit trail with safe-restore for the fields you allow
- The boring-but-load-bearing pieces: email templates, notifications, exports, a real permission model
- Hiring + onboarding when the team grows, same portal, new tab
I work iteratively. Week one you have something running. Week ten you have something that's been used in anger.
For teams that already have a WordPress site and want it modernized rather than rebuilt, I'll work in that codebase. The shape of the system is more important than the framework.