Intake
Capture scope, timing, client contacts, source assets, and goals so work starts with context instead of scattered notes.
Client work surface
The future client portal should be operational, not decorative.
This app can evolve into the place where LeaseMagnets manages scope, delivery, billing, and agent-driven execution for each client. That means real work views first, nice dashboards second.
Design principle
Every client page should answer three questions fast.
What are we doing for this client right now?
What has been delivered, reviewed, or billed already?
What can be automated next without creating more operational drag?
Delivery
Track what is in progress, what is blocked, and what is ready for review across campaigns, pages, media, or tooling work.
Billing
Keep shared invoices and quotes close to the actual project work so operations and finance stop drifting apart.
Automation
Attach subagents and repeatable tasks where they remove real manual work instead of becoming a side system.