Client Portal

🖥️ Centralized Dashboard

Why choose this template? Imagine having all your projects, client communications, and admin tasks organized in one place. The Centralized Dashboard gives you a bird’s-eye view of everything, from ongoing projects to upcoming meetings. Customize your introduction page to reflect your brand, making a strong first impression that sets the tone for a professional relationship.

📂 Project Tracking Made Simple

For what to use it? This template is ideal for keeping your projects on track without the hassle of juggling multiple tools. Manage tasks, timelines, and milestones effortlessly. Clients stay informed with real-time progress updates, and you stay organized with project-specific dashboards.

💼 Invoices & Expenses

How to use it? Link every transaction directly to your projects for seamless financial management. Generate invoices, track payments, and manage expenses all from within Notion. This feature ensures nothing slips through the cracks, keeping your finances as organized as your projects.

📤 Final Deliverables & Revisions

Deliver completed work and handle revisions efficiently. Upload files, share links, and allow clients to request revisions with just a click. This section ensures that your deliverables meet client expectations every time.

💬 Seamless Communication

Why is this important? Clear communication is key to any successful project. The built-in messaging and feedback system keeps all client communications in one place, making it easier to address concerns, answer questions, and collect feedback without missing a beat.

⏱️ Time Tracking & Billing

Track your hours and automatically calculate billable time, making invoicing straightforward and accurate. Whether you charge by the hour or by the project, this feature helps ensure you're compensated fairly for your work.

📅 Easy Meeting Scheduler

Scheduling client meetings has never been easier. Use the integrated calendar to set appointments, manage your availability, and ensure you’re always prepared for your next client interaction.

🔐 Secure Account Access

Store and share project-related account details securely. With this feature, you can provide your clients with the access they need while keeping everything organized and protected.

💡 Collaborative Workspace

How can it help your projects? Foster creativity and collaboration with a dedicated space for brainstorming, planning, and sharing ideas. Use the embedded tools to customize the workspace according to your project’s specific needs, ensuring every project reaches its full potential.