Project Client Portal Notion Template

Are you looking for a solution to streamline your client management and project collaboration?

Our Project Client Portal is designed as as separate unit for anyone who already has their own workspace and only looks for a Client Portal. This template helps you maintain a professional and organized approach to client management, ensuring that both you and your clients are always on the same page. It provides a dedicated space where you can manage all aspects of your projects, from onboarding to final delivery.

Key Features:

• Main Dashboard: Present an overview the project flows and current tasks.
• Project Overview: Inform the project scope to ensure a smooth start for your clients.
• Schedule: Keep track of project milestones and important meetings.
• Tasks: Centralize tasks and monitor their completion progress
• Message Board: A central hub for all communications between you and your clients.
• Payments: Manage invoices and track client payments.
• Contract: Store and manage all contractual documents.
• Resources: Keep all project-related resources in one place.
• Questionnaire: Collect essential information from clients
• FAQ: A section dedicated to answering client queries.

Template Tour

We prepared a detailed template tour below and we highly recommend following our tour before purchasing & using this template.

Disclaimer

• This template is provided as-is, hence, the effectiveness of this template depends on how you design and utilize it.
• The Project Client Portal is part of our Ultimate Freelance Dashboard product. We separated it and designed it with a more project-based theme so you might find it easier to apply in multiple scenarios. If you already purchased the Ultimate Freelance Dashboard, there's no need to buy this product!