Client Gateway
Public intake page. Prospects upload a bill, answer 4 questions, and instantly see their savings potential. Sends them directly into the dashboard.
Prospect Entry Point
→
Client Dashboard
Personalized client portal. Shows all 9 programs with live state, KPI tiles, program cards, and a Generate Report button. Reads URL params from gateway.
Client Portal
→
Admin Panel
Internal rep tool. View all clients, update program states, add notes, open portals, generate reports. Persistent storage โ changes survive page refresh.
Internal Only
→