RootedAI product · Client experience
RootedAI Client Hub
The portal every RootedAI client receives, project visibility, deliverables, tools, and billing in one place.
The challenge
Consulting relationships usually scatter across email threads, shared drives, and slide decks. Clients lose track of what exists and what it produced.
The insight
The client experience is part of the product. If a client cannot see the value, the value is harder to sustain.
What we built
A per-client hub with project visibility, documents and deliverables, AI tools, announcements, sessions, and billing.
Engineering approach
Multi-tenant Postgres with row-level security, role-based access control, signed-URL document storage, realtime updates, and Stripe-backed invoicing.
How we worked together
Continuously shaped by real client usage rather than a fixed specification.
What changed
Clients have one durable place for everything an engagement produces.
What lasts
Deliverables and documentation stay accessible to the client after an engagement ends.
Similar problem?
Tell us what the work looks like today and we will tell you honestly whether AI is the right answer for it.
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