Pact
Your next client, already booked in.
LiveBrandWeb appAppsPaymentsMarketplace
The story
The story
Pact started as an idea from an adviser: clients should arrive already booked in, not as cold leads to chase. I took the idea and built the whole business around it.
A client answers a few questions and picks a time. One adviser sees the case, claims it with credits and meets them in a private video room. Each client is introduced to one adviser, not sold to a list, and it's free for the client.
Every financial adviser is checked against the FCA Register before they can claim a client. Pact covers 15 advice areas, from mortgages and pensions to wills, lasting powers of attorney and tax.
What I built
- 01The brand: name, logo, colours, app icon and social kit
- 02Public website and a client questionnaire across 15 advice areas
- 03Adviser marketplace with credits, billing and refunds for no-shows
- 04Automatic FCA Register checks and re-checks for every adviser
- 05Private Google Meet rooms and calendar invites for each claimed intro
- 06Admin console: finance, support tickets, audit logs, campaigns
- 07Email, phone and login verification, trusted devices and rate limits
- 08Pact for Mac and Windows, plus iPhone and Android apps on the same code
Under the hood
The tech stack,front to back.
Frontend
- React
- TypeScript
- Vite
- Tailwind CSS
- Motion
- React Router
Backend and data
- Supabase Postgres (72 tables)
- Row-level security (74 policies)
- 35 Edge Functions on Deno
- 140 database migrations
Payments
- Stripe Checkout
- Stripe webhooks
- Automatic rebilling
- Failed-payment recovery
Integrations
- FCA Register API
- Google Calendar and Meet (OAuth)
- Resend email
- Meta Lead Ads
- Outbound webhooks
Apps
- Capacitor for iPhone and Android
- Biometric login and secure storage
- Push notifications
- Electron for Mac and Windows
- Auto-updates
Infrastructure
- Vercel
- Security headers
- 32 automated test suites
- Playwright
By the numbers
- commits in the first 55 days
- commits in the first 55 days
- commits on day one
- commits on day one
- Mac releases in 16 days
- Mac releases in 16 days
- pages and 58 components
- pages and 58 components
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