Client Portal OS - Notion template
Client Portal OS is a complete Notion workspace built to streamline every part of your service business — from project delivery and financial tracking to smooth, transparent client communication. It unifies seven powerful databases into one connected system, anchored by a secure, personalized Client Portal for each active client.
Key features:
🗂 Project & Task Management
Stay organized with integrated Projects and Tasks databases that make it easy to track deliverables, deadlines, and ownership in one place.
💰 Financial Control
Manage your money with precision. Dedicated Expenses and Billing databases let you record costs, issue invoices, and monitor cash flow linked directly to each client project.
💬 Unified Communication
Centralize conversations and updates. Use the Meetings database to log discussions and the Updates database to provide clients with official progress reports — no more scattered threads.
🔒 Secure Client Portal (Core Feature)
Each client gets their own filtered portal showing only their relevant data. All client views to be locked by default to protect sensitive information and prevent accidental changes.
📊 Internal Summary Dashboard
Get a bird’s-eye view of your business. This dashboard shows real-time insights such as pending and overdue tasks, active projects, upcoming meetings and active client portals.
Why you’ll love it:
Client Portal OS eliminates context switching and information sprawl — no more juggling between tools for projects, finances, and communication. Everything you need lives in one smart, connected workspace.
For You:
Gain a single source of truth for all clients, projects, and finances. The system gives you total control and keeps your data clean, consistent, and secure.
For Your Clients:
Offer a professional, always-updated portal where they can track progress, view invoices, and see next steps — building trust and reducing endless “check-in” messages.
How it helps:
✅ Reduces Risk — Locked, client-specific views ensure privacy and prevent data leaks.
⚡ Accelerates Billing — Direct links between projects, expenses, and invoices simplify financial workflows.
📢 Streamlines Communication — Replace messy email chains with clear, logged updates in one shared space.
✨ Elevates Professionalism — Impress clients with a clean, branded portal that reflects your business’s credibility.