Client & Operations Dashboard
20 years of client relationships managed across email threads and memory — replaced with a single system that knows everything.
Situation
White Mage Music ↗ had a clear workflow. What it didn't have was a single place to see it. Client data lived in email threads, Google Docs, and spreadsheets that didn't talk to each other. Tracking where a project stood, what was outstanding, and what was due next required remembering — or digging.
Solution
A fully custom client relationship management platform, including:
- Client cards with full project and contact history
- Milestone timeline tracking from first inquiry to final delivery
- Contract generation and execution via DocuSign integration
- Invoice line items with Square payment link generation
- Automated Google Drive folder provisioning per client
- Intra-system AI assistant that answers questions about client data
- Task queue surfacing what needs attention across all active projects
One place. Everything in it.
→ Eliminated context-switching across email, docs, and spreadsheets
→ Contracts generated, sent, and tracked without leaving the dashboard
→ Payment links generated and logged in under a minute
→ Client folders created automatically at project start
→ Any question about any client answerable in seconds