Client Portal

About this template
🚀 Project Dashboard – Manage multiple projects with clear phases and deadlines.
📂 Shared Drive & Docs – Keep important files accessible for your team & clients.
📊 Tasks & Milestone Tracking – Stay on top of project progress with structured workflows.
📅 Meetings & Notes – Plan, schedule, and document meetings efficiently.
🔑 Client Management – Store user personas, competitor research, and key client details.
📜 Invoices & Contracts – Keep financial records and agreements organized.
🔐 Passwords & Security – Securely store and access important credentials.
🎨 Mood Board & Ideation – Visualize concepts and creative direction in one place.
📝 Project Proposal Templates – Standardize proposals for efficiency and consistency.