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Client Portal Notion template

By Sotion · Client Portal · Free

This template gives each client one page for your work together: a welcome note, the project at a glance, how you work together and who to contact. Five databases with example rows track milestones, deliverables, meeting notes, requests and invoices, so clients can see where things stand without asking. Agencies can duplicate it once per client and keep every project's status, files and approvals in one place. Consultants can use it to share meeting notes, action items and invoices with each client. Freelancers can give clients one home for their project instead of a long email thread. Publish each copy privately with Sotion, on your own domain, with a password or member sign-in so only that client sees it.

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The Client Portal Notion template, from top to bottom
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How to publish Client Portal as a website

  1. 1

    Duplicate the template

    Open Client Portal and click Duplicate, so a copy lands in your Notion workspace. Make it yours there.

  2. 2

    Publish it to the web

    In Notion, open Share, then Publish, and copy the link Notion shows.

  3. 3

    Paste the link into Sotion

    Your site goes live on a sotion.site address in about two minutes. Connect your own domain, and add passwords or member sign-in if the site isn't for everyone. The first 14 days are free, no card needed.

Publish your template on your own domain

Sotion turns a published Notion page into a website on your own domain, with your branding and, if you need it, member access.

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