Ship a client portal without writing a line of code
Relations, filtered views, and share links are enough to replace a custom portal for most small agencies.
Agencies spend thousands on client portals that mostly show status, files, and invoices. Notion can do all three in an afternoon — if you design around relations instead of pages.
The three-database core
Clients, Projects, and Invoices. Link each invoice to a project, each project to a client. Filtered views become the portal: one shared page per client shows only their projects and open invoices.
Permissions without panic
Share a single page with full-page permissions. Never share the workspace. Keep the master database private and use linked, filtered views on the shared page. Clients see their slice; you keep the graph.
Invoices that roll up
A rollup on the project shows unpaid invoice totals. A button marks an invoice paid. You stop maintaining a separate spreadsheet, and the client always sees the same number you do.
Need this production-ready with automations and video walkthrough? Agency Client Portal ships the full graph, or request a scoped custom build.