£40.00

Notion Client Portal

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

Designed for solo-architects and small studios, our Client Portal 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 Portal offers seven pages for effective project management:

– Project Dashboard

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

– Introduction

Summarise objectives, link client Pinterest Boards, answer FAQs.

– Contracts

Upload and share draft/signed appointments.

– Billing

Includes Drawdown Schedule, invoice details and payment tracking.

– Workspace

An interactive space to review draft design ideas.

– Meetings

Track project meetings, store agendas and minutes.

– Feedback

Capture feedback directly or link to Google Review page.


also including:

– .psd banner and icon templates for brand customisation

– learn how we use the Portal HERE


How to Use

You will receive a pdf download including a Notion page link. Simply duplicate the page to add it to your Notion setup.


Notes


– all sales are final, no refunds or exchanges available
– designed primarily for desktop use
– compatible with the free version of Notion*

– *we'd recommend upgrading for file sharing and storage space.

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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