Client Portal Template
Your client experience should not rely on scattered links, buried emails and information being stored in five different places. 

When client information is not organised properly, everything becomes harder to manage. Project details get lost, documents are harder to find, communication feels fall over the shop and both you and your client end up wasting time going back and forth. It can also make the client experience feel less polished than it should. 

Our Client Portal Template gives you a simple, organised way to keep everything in one place. Built in Notion, this template is designed to help you store client information, track projects, house important documents, and streamline communication in a way that feels clear and easy to use. You’ll receive your own copy of the template to make your own, alongside a tutorial walkthrough showing you exactly how to use it and adapt it for your business. 

It’s time you had one central space that keeps everything accessible and professional.

Instant digital access.


Perfect for online service providers and social media managers.


Notion template and tutorial walkthrough included.


Easy to customise for your own business.


Keep important documents, links, and project details easy to access.

  • 01Customer
  • 02Payment
Client Portal Template

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  • 1xClient Portal Template£79
    -+

All prices in GBP