Cliorix - Client Delivery OS

Manage projects, approvals, files, and clients in one place.

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Cliorix – Client Delivery OS

Inspiration

Managing client work usually means juggling multiple disconnected tools. Projects are tracked in one place, files are shared somewhere else, approvals happen through emails or chat, and meeting notes often get lost. This creates confusion, delays, and a lack of transparency for both teams and clients.

Cliorix was inspired by this everyday problem. The idea was to build a single platform where organizations can manage the complete client delivery lifecycle—from project kickoff to final approval—in one secure and organized workspace.

What it does

Cliorix is a multi-tenant B2B SaaS platform that helps organizations manage client-facing projects from start to finish.

It includes:

  • Client and project management
  • Deliverables with approval workflows
  • Change requests
  • Secure file management with versioning
  • Meetings and meeting notes
  • Team collaboration
  • Threaded comments
  • Timeline events and audit logs
  • Notifications
  • A dedicated client portal with role-based access

Everything is connected so internal teams and clients always work from the same source of truth.

How we built it

Cliorix was built using a modern serverless architecture.

The frontend is built with Next.js, React, TypeScript, and Tailwind CSS, with responsive layouts and support for both light and dark themes.

The backend uses Next.js Route Handlers, Prisma ORM, Zod for validation, and a layered architecture with repositories and services to keep the codebase clean and maintainable.

For AWS services, we used:

  • Amazon Aurora PostgreSQL as the primary relational database for users, organizations, projects, deliverables, meetings, comments, notifications, audit logs, and all application data.
  • Amazon S3 for secure file storage using presigned uploads, secure downloads, file previews, and versioned files.

The application also includes multi-tenant organization isolation, role-based permissions, activity logging, notifications, and secure direct-to-cloud file uploads.

Challenges we ran into

One of the biggest challenges was designing a system that could support enterprise-level requirements while remaining simple and intuitive to use.

Building secure multi-tenant data isolation, implementing granular role-based permissions, managing file versioning, creating threaded comments, maintaining immutable audit logs, and connecting every module together without duplicating business logic required careful planning.

Performance was another important challenge. As more features were added, we focused on optimizing database queries, reducing unnecessary API calls, improving loading states, and keeping the overall experience smooth and responsive.

Accomplishments that we're proud of

We're proud of building a complete, production-ready platform rather than a simple prototype.

Some highlights include:

  • A scalable multi-tenant architecture
  • Secure Amazon S3 file management with versioning
  • Enterprise-grade approval workflows
  • Rich project collaboration features
  • Comprehensive audit logs and activity timelines
  • Clean, responsive user experience with light and dark themes
  • Well-structured backend architecture that is easy to extend and maintain

Most importantly, every major feature works together as part of a unified workflow instead of existing as isolated components.

What we learned

This project reinforced the importance of designing software with scalability and maintainability in mind from the beginning.

We gained valuable experience working with AWS cloud services, building secure backend systems, structuring production-ready APIs, designing relational databases, and creating reusable service layers.

It also highlighted how thoughtful architecture and user experience can have a much bigger impact than simply adding more features.

What's next for Cliorix - Client Delivery OS

Cliorix has been built with future growth in mind.

Our roadmap includes:

  • Real-time collaboration
  • Calendar and email integrations
  • AI-powered meeting summaries and document assistance
  • Workflow automation
  • Advanced analytics and reporting
  • Native mobile applications
  • Third-party integrations with popular business tools

Our vision is to make Cliorix the complete operating system for client delivery, helping agencies, software companies, consultancies, and professional service businesses manage every stage of client work from a single modern platform.

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