Client Portal – Notion Template
This client portal is perfect for creative agencies, freelancers, and anyone who wants to stay organized with their projects at all times.
In the portal:
- Three columns on the primary page
- Workspace with the delivery check at the beginning of the page
- Invoice recap immediately after
- Task with quick add and check button (on the left)
- Scheduled calls
- Contract & docs dashboard to keep everything on track
- FAQs page
Special databases (with real texts) and bonus included:
- Feedback guidelines
- File guides for your client
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Exclusive Canva template to customize the covers and signature
The client approved the portal. We use it personally for our clients and have received many compliments. It is essential, without too many pages or double steps, that can confuse those who are not used to Notion. Simple and with the main things accessible directly from the main dashboard.
By purchasing, I accept the terms and conditions of the sale. Due to the digital nature of the product, there are no refunds, and no products will be shipped.
Reselling, or sharing the material within the package with people outside of your company is strictly forbidden.
Client Portal Notion Template – Professional and Client Approved