All design directionsCurrent milestoneOperations rolloutDiscovery signed off Jun 04 Core workflow approved Jun 12 Pilot rollout In progress Needs your input2 open decisionsConfirm access roles → Review launch checklist → Recent filesPDF CSV
Product design direction
Client experience / 03
Complex service work, made visible.
A secure portal direction giving clients a clear view of requests, documents, milestones, billing, and next actions.
Good morning, Aster teamYour work, in one clear view.
New request68% complete · Review Friday
Release planUpdated today
Migration mapReady to review
03 / Service portalQ3 rollout / 68%
The operational problem
Start with the work,
not the screen.
Clients lose confidence when service requests, documents, billing, milestones, and ownership live in separate inboxes and spreadsheets.
System anatomy
Every visible action has a dependable layer beneath it.
Request and milestone timeline
Next.js client portal
Secure document exchange
Policy-aware API layer
Billing visibility
Encrypted object storage
Clear next-action ownership
PostgreSQL workflow history
Design and delivery artifacts
Decisions you can inspect.
01Client command page
02Request workflow
03Document exchange states
04Notification rules