Notion Template

Client Portal System

€49·Launching June 2026

Give clients one clean link that's always current. Deliverables, feedback, and invoices — they see what you share, not the rest of your workspace.

No spam. Updates and build notes.

🗂️
Client HubMain client overview
What it includes

One link. Every client stays in the loop.

🗂️
Client Dashboard

One page per client: open tasks, recent updates, and next steps. Always current.

✅
Deliverables Tracker

Mark deliverables as draft, in review, or approved. No more "where are we on this?"

🧾
Invoice Log

Track invoices sent, due dates, and payment status in one database. Know at a glance what's pending and what's overdue.

📁
Resource Folder

Link files, brand assets, and reference docs in one shareable place.

💬
Feedback Collection

Capture client notes and approvals directly in the portal, not in email threads.

🚀
Onboarding Checklist

A pre-written welcome sequence for new clients. Looks professional from day one.

What's included

One link. Everything your client needs.

€49 once. If a client has ever emailed asking where a file is, you've spent this in back-and-forth already.

  • ✓The Notion template (duplicate to your workspace in one click)
  • ✓Instructions for sharing a portal with a client via Notion guest access
  • ✓A pre-written client onboarding message sequence
  • ✓Invoice log with sent / due / paid status tracking
  • ✓Setup guide for customising one template per client
  • ✓Version 2.0 update included
  • ✓One-time purchase. Yours forever.

Join the waitlist

€49 at launch. One notification, no spam.

Your input

Got a thought? Drop it here.

Suggestions, feature requests, things that confuse you, or just a note saying hi. All of it helps. This template is shaped by how people actually use it — and you're part of that.

No account needed. No spam. Just a human reading your message.

“

My clients actually use it. It's clean enough that they don't just ignore the link.

Creative Agency Owner
Amsterdam
Pilots wanted

Be one of the first names on this page.

More coming. First pilots currently onboarding. Pilots get free access during the pilot window, weekly calls with the founder, grandfathered pricing for life, and their name credited on this page.

Become a pilotWhy pilots matter
FAQ

Common questions.

No. Clients get a read-only shared link — no account required. Edit access for specific fields is optional and set by you.
Notion guest access — read-only by default. Edit access for fields you choose. No client account required.
Yes. The setup guide walks through duplicating in under 2 minutes per client.
It pairs well with Solopreneur Command Centre, but stands alone too. Database links are optional.
Notion supports custom cover images and icons. Full custom-domain white-labelling requires a third-party tool (like Super.so). Version 2.0 of this template will include a setup guide for that path.
Often paired with

Related products

Solopreneur Command CentreTemplate

Run your freelance business from one Notion workspace — clients, money, projects, and weekly planning, linked.

€39Launching very soon
Day Rate CalculatorTemplate

Know your number. Factor in taxes, expenses, and desired income to set a rate you can actually defend.

€19Launching very soon
← Notion Templates