Planning material — fictional examples, no production behavior

Client Portal Wireframes

Status

Low-fidelity planning artifact — not an implemented interface.

The interactive wireframe gallery is the visual source of truth for the client portal feature roadmap. It uses fictional data and has no backend, authentication, persistence, provider connection, or production behavior.

Roadmap coverage

The gallery explicitly maps its screens to the ordered phases in feature-roadmap.md:

  1. Implemented local foundations: authenticated entry, tenant workspace, and staff invitation management.
  2. Phase 1: public inquiry, neutral acknowledgment, consultant review queue, private AI briefing, qualification, workspace preparation, and deliberate invitation.
  3. Phase 2: engagement conversation, activity timeline, empty state, and non-disclosing access failure.
  4. Phase 3: immutable proposal version review.
  5. Phase 4: agreement approval and external signing handoff.
  6. Phase 5: deposit observation and Slack delivery handoff.
  7. Phase 6: one private, human-gated AI proposal draft.

Each screen identifies its role, state, implementation status, authorization boundary, and intentionally deferred scope.

Open gallery.html in a browser. Filter by role, roadmap phase, or interface state, and switch between desktop and mobile simulations. The controls change only the planning view; they do not simulate application data or permissions.

Recommended review order:

  1. Compare implemented foundations with proposed screens.
  2. Review all Phase 1 states before planning the next feature.
  3. Inspect client and staff perspectives separately.
  4. Use mobile mode to discuss information hierarchy, not finished responsive design.
  5. Follow the guided narrative in the storyboard presentation.

Source files

Maintenance

Update screens.js first when a shared wireframe changes. Keep phase names and sequence aligned with feature-roadmap.md. Do not add working authentication, API calls, production data, tracking, or provider credentials to this planning artifact.