AGENCY CLIENT PORTAL — one polished, shareable Notion workspace per client. Your client logs in and sees their deliverables, project timeline, shared files, meeting notes, approvals and invoices — and can raise requests and sign off work — all in one branded place, while your internal notes, cost, margin and effort stay completely hidden. Built for agencies, studios, freelancers and consultants (design, dev, marketing, video, PR) who want ONE professional client hub instead of scattered emails and files.
WHAT YOU GET (7 linked databases + Client Home dashboard):
• Deliverables — every asset owed to the client with a client-safe status & due-date flag (internal notes/effort hidden)
• Milestones / Timeline — engagement phases with auto Progress bars that fill as work is approved
• Shared Files & Assets — a tidy client-facing file library with a ‘New’ freshness flag; internal files stay hidden
• Meeting Notes — call recaps, decisions & action items shared as a clean paper trail
• Requests & Feedback — the client’s inbox into you, with an SLA flag that shows their ask is moving
• Invoices — billing transparency: issued, due, paid, with an auto Outstanding-balance total (drafts hidden)
• Approvals — timestamped sign-off records; approving ticks up milestone progress automatically
• Client Home Dashboard — current phase, deliverables done, outstanding balance, timeline, files & requests in one view
INCLUDED:
• Complete build spec with every database, property, view, relation, rollup & formula (Notion syntax)
• Step-by-step Setup & How-To PDF guide (duplicate → brand → share safely in ~10 minutes) with a client-safe sharing checklist
• Realistic sample engagement (fictional brand refresh ‘Brightleaf Coffee’) so every view works instantly — clear it and add your own
DETAILS:
• Works on a FREE Notion account — desktop, web & mobile
• Currency-agnostic — set your own currency in seconds
• One portal per client — duplicate the page again for each new client
• One-time purchase, yours forever, unlimited use in your workspace
INSTANT DIGITAL DOWNLOAD — no physical item ships. You receive a Notion ‘Duplicate’ link + the setup guide PDF immediately after purchase.
TERMS: For your own business use. Please do not resell or redistribute the template files. Independent product, not affiliated with or endorsed by Notion Labs, Inc.
