01
Case lifecycle
Clients submit cases under taxation, business consultancy, higher education, and training; advisors manage assigned cases from submitted to closed while managers oversee all cases and reassign advisors.
All work
Multi-Tenant Client Portal · 2026
SnN's Cross Bridge
A secure client portal for a US, Canada, and Pakistan tax consultancy firm, with separate client, advisor, and admin access scopes.
Highlights
3 distinct roles
Realtime chat and notifications
Private signed document access
Hover to scrollCase study
What made this build matter.
02
Layered access control
The role model is enforced independently in middleware, layout guards, and API routes so there is no single bypass point.
03
WhatsApp-style chat hub
Two-pane conversations include a conversation list, active chat, live per-conversation unread badges, read receipts, file attachments, and cross-tab updates without polling.
04
Private documents
Cloudinary private storage, magic-byte validation, and 15-minute signed URLs keep client files off public links.
05
Live notification system
Case updates and messages deliver in real time with per-item and bulk mark-as-read, live unread badges, and sidebar counts for messages, notifications, and action-required cases.
06
Admin team management
Admins create advisor accounts, assign cases, view workload, reset passwords, and suspend or reactivate accounts.
Interface views
A closer look at the product surface.
Interface slide 1 / 17
SnN's Cross Bridge landing page
Hover to scrollProduct surface
The important screens are not decoration. They show the operational surface: what users do, what admins control, and where the product has to stay reliable.
3 distinct rolesRealtime chat and notificationsPrivate signed document access
The problem
The consultancy needed to move case intake, advisor assignment, document exchange, client communication, Calendly booking, payments, and internal team management out of scattered email and manual workflows.
What we built
We built a three-role portal for clients, advisors, and admins with case management, secure documents, WhatsApp-style realtime chat, notifications, Calendly booking, payment support, advisor management, and layered route/API access control.
The outcome
Clients, advisors, and admins now work from one secure portal, with live messages, documents, notifications, and case state visible only to the right role.
Technical note
Real-time chat uses Supabase Realtime through a security bridge: the session stays in an HTTP-only cookie while the browser receives a short-lived token for WebSocket access.
Stack
Next.js 16TypeScriptSupabase AuthSupabase RealtimePostgreSQLCloudinaryshadcn/uiTailwind CSS v4ZodVercel
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