A secure client portal with per-deal folders, files and passwords

The challenge

Sharing files with each client securely meant manual folders, links and passwords.

What I built

1. 01Custom drag-and-drop modules for the portal.
2. 02A custom card per deal that creates folders, uploads files and generates a secure password.
3. 03Serverless functions and React link records and files.
4. 04The portal displays each client's cards on the website dynamically.

Under the hood

Outcome

• Secure, per-client access without manual setup.
• Files and records linked to the right deal.