Client Portal

Stop losing time to messy DMs, scattered files, and “quick questions” that turn into 40-message threads.

This Client Portal gives every client a single link where they can see the timeline, deliverables, meetings, invoices, requests, and feedback — all organized, all in one place.

You look more professional instantly, clients respond faster, and projects move forward without chaos.

What this portal helps you do

✅ Centralize communication so feedback doesn’t get lost
✅ Speed up approvals with clear milestones + next steps
✅ Prevent scope creep using structured requests
✅ Share files + resources without hunting for links
✅ Run retainers smoothly with deliverables tracking

What’s inside

Client Dashboard

• Project overview + goals + deliverables
• Timeline / milestones table
• Deliverables section (with links)
• Access requests checklist
• Contract upload block
• Contractor + client contact details
• Business hours / communication expectations

Meetings

• Meeting schedule database
• Notes section for calls + next steps

Invoices

• Invoice tracker (amount, status, details)
• “Billed to” details section

Introduction / Project Background

• Key objectives + resources hub
• Branding + links

Review Page

• Simple review form layout for testimonials
• Rating + message capture

Best for

Freelancers, agencies, consultants, video editors, designers, developers — anyone delivering work to clients and wanting a clean, premium system.

How it works

1. Duplicate the template
2. Rename it for a client
3. Share one page with the client
4. Track everything internally while the client sees only what they need

Why clients love it

They always know:

• what’s happening,
• what’s next,
• what you need from them,
• and where everything lives.

Less confusion = fewer delays = smoother projects.

Get the Client Portal template and start running projects like a pro.