Case study · App tier

Site consultation brief
structured intake with autosave

A shareable multi-step wizard that replaces unstructured discovery email — business context, goals, design, pages, features, auth needs, and content status — with autosave to Supabase and team-visible submissions.

TierApp — intake workflow
Steps7 wizard sections
StackSupabase · serverless API

The problem

Agencies lose hours reconstructing project requirements from scattered emails and call notes. Clients abandon long PDF briefs. Timelee needed a structured intake that clients could complete async, resume later, and submit once — with the team receiving a complete JSON payload ready for scoping.

What we built

  • Shareable token links — team generates /consultation/?t= URLs per prospect; no account required to start
  • Seven-step wizard — business, goals, design, pages, features, auth/data, and contact
  • Feature checklist — CMS, e-commerce, booking, blog, multilingual, and 20+ toggles with conditional fields
  • Autosave — debounced save to Supabase + localStorage fallback so progress survives refresh
  • Conditional logic — fields show/hide based on prior answers (login needs, design approach, etc.)
  • Submission flow — locks brief on submit, notifies team, and guides client to portal password setup

Results

First scoping calls start with a complete brief instead of discovery basics. The pattern maps directly to client App tier work: onboarding wizards, compliance intake, vendor questionnaires, and multi-step applications with persistence and role-based review.

Similar build?

Need a structured intake or onboarding flow?

Multi-step wizards with autosave, conditional logic, and team dashboards — App tier scope.