£40.00

Notion Client Portal

Ease the pressures of managing multiple clients, projects, and deadlines with our Notion Client Portal Template, designed to elevate the client experience and simplify the workflow within your small architecture studio.

Designed for solo-architects and small studios, our template provides a one-stop-shop for collaboration, project management, and feedback. It transforms client engagement by providing a single, organised environment for sharing updates, drawings, and documents across all work stages.

 

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What's Included?


Based on the RIBA Plan of Work (and easily customisable to the AIA phases), our template offers seven pages for effective project management:

(1) Project Dashboard

A hub for key information, document sharing and introducing your process.

(2) Introduction

Summarise objectives, link client Pinterest Boards, answer FAQs.

(3) Contracts

Upload and share draft/signed appointments.

(4) Billing

Includes Drawdown Schedule, invoice details and payment tracking.

(5) Workspace

An interactive space to review draft design ideas.

(6) Meetings

Track project meetings, store agendas and minutes.

(7) Feedback

Capture feedback directly or link to Google Review page.

also including:

– .psd banner and icon templates for brand customisation


How to Use?

View a detailed tutorial on our YouTube channel HERE.

Upon purchase, you will receive a pdf download including a Notion page link that you can 'duplicate' to your own Notion setup.

Important Notes

– all sales are final, no refunds or exchanges
– template hosted on Notion and is not it's own software
– template designed primarily for desktop use
– compatible with a free Notion plan if uploading files up to 5MB*
– *upgrade to Notion Plus required for unlimited file uploads/storage
– all text, colours and logos fully customisable to your own brand


Recommended for:

Architects

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

Re-use Energy Creativity Conservation Retro-fit Heritage Community

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