Project-Based Client Portal Template for Notion

Improve collaboration, optimize your workflow, and impress your clients with a powerful dedicated portal.

No more endless back-and-forth or misplaced files. The Client Portal is an intuitive solution that helps you streamline client collaboration, build trust, and showcase your professionalism.

Perfect for: creatives, designers, developers, photographers, copywriters, marketers & more!

If this is you:

• You’re great at your craft but struggle with organizing and managing your projects, clients, resources and time effectively.
• You know you could improve your business and processes but don’t have the time or don’t know where to start.
• You waste valuable time juggling between multiple tools and apps searching for important information, documents or client feedback.
• You want to focus on growing your business but you're constantly pulled away by day-to-day tasks and putting out fires.

The Client Portal will help you save time, reduce misunderstandings, and leads to outstanding outcomes!

✓ Ready-made with fully integrated & automated databases

✓ Customizable and adaptable to your needs

✓ Works perfectly on Notion’s FREE plan

✓ Smartphone-optimized, dark mode-friendly

✓ 5 minute set-up!

3 client collaboration problems, SOLVED!

1. Improved Collaboration & Communication

Manage all client interactions and project details in one centralized hub, reducing confusion and saving time.

2. Simplified Processes

The Client Portal helps you streamline client onboarding, offboarding and everything in between, so you can focus on delivering top-quality work.

3. Trust & Credibility

Impress your clients and showcase your professionalism with a polished, organized workspace that builds credibility and drives customer satisfaction, loyalty, and referrals.

What you'll get with the Client Portal

1. Main Dashboard: provides you and your clients with a snapshot of your project’s status, current priorities, open tasks & project timeline.
2. Collaborative Workspace: This is the area for managing tasks, first deliveries & revisions.
3. Client Center: a client-dedicated section where they can add their brief, upload files, and share project-related info & resources.
4. Meetings Lounge: schedule meetings and keep a record of previous discussions & meetings notes.
5. Important Documents: store and manage contracts, NDAs, and other crucial project-related documents for easy access and reference.
6. Invoice Center: manage & keep track of invoices, ensuring smooth financial transactions and record-keeping throughout the project.
7. Time Tracking: track & monitor billable hours and generate time tracking summaries, helping to maintain accurate records of work performed.
8. Final Deliverables: upload final deliverables, providing a centralized location for completed project materials.
9. Offboarding: collect feedback & testimonials with feedback forms and offer referral gifts for clients, facilitating a smooth project conclusion and fostering future business relationships.
10. Portal Admin: backend page that hosts all source databases.

What you’ll need to use this template

1. A device to access Notion & the Client Portal template (e.g. Laptop, Desktop, Smartphone, Tablet).
2. A free Notion account (Notion has a very generous free personal plan).
3. Basic understanding of how Notion works.

What is Notion?

Notion is an incredibly versatile productivity and note-taking web app that adapts to your unique needs and workflow – a place where you can capture your brilliant ideas, plan your projects, and manage all aspects of your personal life & business. It’s beginner-friendly and has an amazing free plan to get started with.

How does this work?

1. After purchasing the Client Portal, you will receive an email containing the template download link.
2. Open the link and duplicate the template into your own Notion account.
3. Start using your brand new template! 😊

Please note

1. This is a digital download. No physical items will be sent after purchase.
2. The Client Portal only works with the Notion App or the Notion Website. Any other applications will not work with this template.
3. All materials are for personal use only. No part of it can be distributed, sold, reproduced, or used in any form without the written permission of the author.

More FAQ

1. Who are you?

I’m Elena - marketing specialist and former copywriting team lead with over 15+ years of experience in online marketing. I now run my own online business, helping people connect the dots between passion, work, and financial independence with ready-made digital systems & frameworks.

2. Can I make changes to this template?

Of course! The Client Portal is a template, which means it becomes yours the moment you add it to your workspace. From then on, you can make any tweaks that you want. However, be aware that customizing your version after purchase may make it harder for you to integrate any future upgrades.

3. Will I get free updates?

Absolutely! However, once you duplicate and add the Client Portal to your own Notion workspace, new updates won’t automatically apply to your version.

For this reason, I always notify my customers of upcoming updates via email and I also include step-by-step instructions which will show you exactly how to copy and replicate any changes I’ve made to the Client Portal.

4. What if I need help or have questions?

I’d be happy to help! You can reach out to me on Twitter or send me an email to choosegoodquests@gmail.com