The version of this work you can poke at is at demo.gravixar.com/lattice. No sign-in, no signup. You drive all three columns yourself: submit a draft as the editor, hand it to the client as the project manager, approve it as the client. That's not a screenshot, it's a working app. The scene is purpose-built for the demo, and the review flow inside it is the one an agency has run in production for four years.
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.
Nothing about this is agency-specific. The same backbone now runs a healthcare credentialing platform, live on its own domain with 2,042 payer panels across 250 clients, and a booking system for a driving school where the domain's own rules (age gating, guardian consent, instructor availability) are enforced in the model rather than bolted on. If your business runs on records, approvals, and handoffs, the shape transfers and only the industry noun changes.
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.