Client Portal
About this template
It’s a central space where you can effortlessly organize project details, share updates, and gather feedback. By sharing this dedicated page with your clients, you provide a transparent overview of milestones, timelines, and deliverables, streamlining communication and fostering collaboration.
What’s Inside the Client Portal?
1. Inbox – Chat with your client, get project approvals, and handle support messages.
2. Progress Tracker – Keep your client updated on project milestones and overall progress.
3. Organized Meetings – Plan, document, and follow up on client meetings.
4. Invoice Tracking – Manage and monitor invoices for clear billing details.
5. Secure Storage – Safely store client info like documents, passwords, and mood boards in one place.
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