Client Briefs and Follow-ups
Example briefs and client feedback you can adapt for your next project.
First build
Build a client portal for a small accounting firm. Owners invite clients, clients upload documents, and both see invoice status. Use a calm professional style. Explain any missing decision before building.
Design follow-up
The client dashboard feels crowded on a phone. Improve spacing and navigation without changing the data model or desktop workflow.
Feature follow-up
Add team invitations. First implement invite creation and acceptance, then member management and protected team pages. Keep existing accounts working.
Question
Which parts of document upload are connected to real file storage, and what happens if an upload fails?
A simple pattern
State the user, the desired behavior, the important constraints, and how you will tell whether it worked.