Client portal
Give each client a page with project status, files, and a request form, while you work from the same records.
The outcome
Each client sees only their own projects and sends requests through the portal, and every new request shows up in Slack.
What your clients get
Project updates in your studio's name, not the ones every other agency sends.
Website redesign: 3 of 5 milestones done. Next review on Oct 24.
See it working
The template itself, with its sample records. Click around before you use it.
What's inside
Everything below comes working, with sample records, ready for you to reshape.
6 tables
- Studio
6 fields
- Clients
5 fields
- Contacts
7 fields
- Projects
10 fields
- Milestones
14 fields
- Requests
10 fields
2 automations
- New request alert
When a record is added to Requests
- Ready for review
When a record in Milestones changes
2 apps
- Client portal
An app on top of the tables
- Playbook
An app on top of the tables
Connections
Needs no external accounts.
About this template
In Jocky's words.
What's inside
- Projects: client, status, deliverables, and due date
- Requests: submitted by clients and linked to a project
- New request alert (automation): posts new requests to Slack
- Client portal (app): each client sees only their own projects
Get started
- Add your clients. One row per client.
- Publish the portal. Send each client their link.
Playbook. The first thing in the project walks you through every step and ticks them off as you go. Delete it once you're done.
Sign-in. Your clients sign in with a one-time code sent to their email. You and your team sign in with Teable.
Comes with sample data for a made-up business, Studio Halden. Every sample email is on example.com, so nothing reaches a real person until you add your own.
1 click. 1 sentence. Yours.
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Click Use template on this page. Its 6 tables, 2 automations, and 2 apps open in your Teable already working, with sample records. Nothing to install, nothing to set up.
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Tell Teable AI what's different, the way you'd say it: “Add invoices and require client approval on each deliverable.” It changes the fields, steps, and screens to match.
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Its 2 automations run on their own, and your clients hear back in your business's name. You just run the business.
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Start with Client portal
1-click to start, 1 sentence to make it fit your business. No developers, and no app every other shop already has. Want help setting it up? Our team can work through it with you.
