Client Portal Storyboard

Status

Interactive planning presentation — not an implemented product flow.

The HTML storyboard presentation follows one fictional client engagement through the feature sequence defined in feature-roadmap.md. It reuses the shared wireframes from ../wireframes/screens.js so the presentation and gallery show the same planned screens.

Story sequence

Roadmap overview and evidence gates.
Phase 1: public inquiry and neutral receipt confirmation.
Phase 1: AI-prepared consultant review and human qualification.
Phase 1: workspace preparation and deliberate invitation.
Implemented foundation: authenticated invitation entry.
Implemented foundation: tenant-scoped engagement workspace.
Phase 2: client-visible conversation and activity timeline.
Phase 3: immutable proposal publication and client review.
Phase 4: agreement approval and external signing-provider handoff.
Phase 5: deposit observation and Slack delivery handoff.
Phase 6: one private, human-gated AI drafting workflow.
Recommendation to plan Phase 1 as the next bounded feature.

Every scene names its roadmap phase and explains the dependency, boundary, or evidence gate that controls advancement to the next phase.

Presenting

Open client-portal-storyboard.html in a browser.

Use the previous and next buttons or the left and right arrow keys.
Press O or select Overview to jump between slides.
Press Escape to close the overview.
Print from the browser to create a deliberate PDF review snapshot. Generated PDFs are not committed by default.

Source files

client-portal-storyboard.html contains slide narrative and phase mapping.
storyboard.css contains presentation and print layout.
deck.js provides navigation, progress, URL fragments, and overview behavior.
../wireframes/screens.js is the shared visual source.

Maintenance

Keep the slide sequence synchronized with feature-roadmap.md. Use exports only as stable review snapshots; edit the HTML, CSS, and shared wireframe registry rather than editing screenshots or PDFs.