Project Overview We are building a structured Order Management System (OMS) inside GoHighLevel (GHL) to replace an existing external portal system. This is a multi-role system that includes: Client-facing portal (Membership-based - lessons have been added) - website pages need work for the UX experience Writer backend dashboard Admin lifecycle management system Automated product workflows Revision tracking File management Lifecycle stage progression We have already built a partial framework and need a GHL developer to complete, optimize, test, and potentially assist with importing existing OMS data. This is NOT a simple funnel project. What Has Already Been Built We currently have: Custom HTML/CSS portal shell started - we need help with this. We have the framework visuals of what the portal should like. We want to migrate the existing one into our own. The existing one has a GHL base. Sidebar navigation structure Dashboard layout framework Product-based order stages defined Lifecycle pipeline stages (Intake → In Progress → Draft Sent → Revision Submitted → Final Ready) Contact-level and Opportunity-level custom fields Initial workflows created for product triggers Revision submission form logic started Partial client UI styling completed We now need refinement, expansion, testing, and backend writer functionality built correctly. System Structure We Need Completed 1️⃣ Client Portal (Membership Area) SaaS-style dashboard homepage Sidebar navigation Dynamic order cards by product Lifecycle tracking display Revision submission forms File upload areas Support/contact section Mobile responsiveness Clean UX (not default GHL styling) 2️⃣ Writer Backend Portal (Internal Role Access) We need a structured backend view for writers that includes: Assigned orders view Order status visibility Access to intake data Access to uploaded files Revision visibility Internal notes capability Status update controls Stage progression triggers Clean dashboard layout (separate from client view) Writers should NOT see full CRM data — only what is relevant to assigned orders. 3️⃣ Admin / Lifecycle Control Layer Pipeline stage automation Opportunity movement logic Workflow validation Product-triggered automation Revision-triggered automation Final delivery automation Star rating/feedback trigger System stress testing 4️⃣ UX & Page Creation Improve overall portal UX Standardize page structure Remove funnel-style feel Improve spacing and layout Make portal feel like a true SaaS platform Ensure desktop + mobile responsiveness 5️⃣ Workflow & Automation Testing Audit all existing workflows Validate merge fields Confirm lifecycle progression Ensure revision triggers update stages Confirm final delivery logic Prevent automation stacking issues 6️⃣ OMS Data Migration (Potential Scope) We are currently using an external OMS system. We may need help: Mapping data structure Planning import strategy Importing historical orders Mapping Contact + Opportunity fields correctly Preserving order history visibility Building import automation if needed Experience with system migration into GHL is strongly preferred. Required Experience You MUST have: Advanced GoHighLevel experience Experience building inside GHL Membership Strong workflow + pipeline logic understanding Experience using Opportunity-level custom fields Experience creating multi-role access structures Strong HTML/CSS customization skills UX design understanding (SaaS dashboard preferred) Preferred: Experience replacing external portal systems Experience with Make.com / webhooks Experience building structured backend dashboards Experience migrating structured CRM/OMS data Deliverables Fully functioning Client Portal Functional Writer Backend dashboard Clean Admin lifecycle automation Organized, modular HTML/CSS structure Fully tested workflows Mobile-responsive UX Documented data migration strategy (if applicable) Timeline Core stabilization target: 1–2 weeks Writer backend build: dependent on complexity Migration timeline: flexible Budget Open to fixed project pricing. Please include: Fixed rate Timeline estimate Confirmation of multi-role GHL experience Migration experience (if applicable) Examples of complex GHL systems built Any clarifying questions