Sotion at a glance
What customers say
In their own words, from emails and calls with the Sotion team.
“It was great to finally connect after using Sotion for so long. Really appreciate your help and the platform that you've built.”
Oliver RoseIndustry Insider · September 2026“I love the software. It's awesome.”
Austin MartinThe Rebuild Roadmap · October 2026“This feature has already come in handy along with the sorting update - thank you so much!”
Meredith KerseyOperations Lead, Dovetail Product Development · July 2026“It's incredibly exciting to see you've been working on exactly what we need.”
Livia CucuzzaProgram Operations Manager, Fresh Clinics · April 2026“Great support as always… it's great to be able to publish dashboards.”
Arnau ValdovinosFounder & Principal Consultant, Cannamonitor · June 2026
From Notion page to client portal
Three steps, no code, and you keep working in Notion afterwards.
- 1
Build the portal in Notion
NClient portalFernhill CoffeeKestrel OutdoorsAlder & RoweMake a page for each client, or one shared database, and publish it to the web. Add updates and files the way you already do.
- 2
Paste the link into Sotion
Notion linkGroupsPasswordAllowlistBrandingPaste your Notion link, choose who can open each page, and add your logo and colours.
- 3
Share it on your own domain
clients.northwind.studioLiveMMaya from Fernhill Coffee signed inViewed DeliverablesSend clients a link on your domain. They sign in and see only what is theirs.
That is the whole set-up. Try it on one client this week.
Start free trial14-day free trial. No card needed.
Each client sees only their pages
Choose how clients sign in to your portal and what each one can open there. Start simple and change it any time.
Fernhill Coffee hub
Enter your client password
- Fernhill CoffeeLocked
- Kestrel OutdoorsLocked
- Alder & RoweLocked
A password per client
Give each client's hub its own password and share it with that client. A good fit for small projects, and simple to change when a project ends.
Email allowlist
List the email addresses allowed in. Clients enter their email and get a sign-in link, so there is no password to share or forget. Addresses not on the list can't sign in.
Member logins with groups
Every client contact gets their own login. Put each client's people in a group and choose which pages that group can open. Remove someone and their access to the portal ends.
One portal, per-client views
Keep one Notion database for every client and assign each row to a client. Scoped access shows each client only the rows assigned to them, in the same portal.
Built for teams who share work with clients
If your clients wait on deliverables, updates or documents from you, they belong in a portal.
Agencies
One hub per client for briefs, deliverables, feedback rounds and invoices. Clients stop digging through email threads.
Consultancies
Share reports, workshop notes and next steps for each engagement on a portal page your client signs in to.
Accountants and bookkeepers
Give each client a single place for checklists, deadlines and the documents you need from them this quarter.
Freelancers
Send new clients a welcome page with your process, timelines and contract. You look established from day one.
Coaches
Session notes, worksheets and resources for each client or cohort, written in Notion and behind a sign-in on your portal.
Dev shops
Publish release notes, handover docs and roadmaps per client, straight from the Notion workspace your team already uses.
Your brand, not ours
Clients see your name, your domain and your colours. Sotion stays in the background.
Custom domain
Logo and favicon
Brand colour
Social image
Custom code
Theme
Made with Sotion badge
- Your own domain or subdomain, with SSL set up automatically
- Your logo, favicon and colours
- Custom CSS and JavaScript when you want finer control
- Light and dark mode
- A social preview image for shared links
- No Sotion banner, from the Starter plan up
Pricing
Simple plans for client work
Client access control is included from Starter. Move to Pro when your client list or your team grows.
Starter
Best for client portals$27/month
Everything a client portal needs
- Access control: passwords, allowlists, groups and scoped access
- 5 sites
- Up to 50 members per site
- Site and member analytics
- No Sotion banner
Pro
$57/month
For larger client lists and teams
- Everything in Starter
- 15 sites
- Unlimited members
- Your team manages sites with you
- API and webhooks
14-day free trial of everything. No card needed. Pick a plan when it ends, or compare all plans.
Frequently asked questions
What agencies and consultants ask before they set up a client portal.
Launch your client portal today
Paste a Notion link, choose who sees what, and share it on your own domain. Your clients get one place for everything you send them.
14-day free trial. No card needed.