Agency
AI Automation Agency Portal
Automations, requests, playbooks, and status updates for AI agencies.
- Automations
- Requests
- Playbooks
- Updates
- +1 more
Client portal looks
Browse professional portals your clients will love. When you find the right look, Portalize connects it to the Notion workspace you already have.
- AI Automation Agency Portal client portal preview
Client Onboarding Portal client portal preview
Onboarding
Client Onboarding Portal
Kickoff checklist, documents, intake, and next steps for new clients.
- Kickoff checklist
- Documents
- Intake
- Next steps
Consulting & Retainer Portal client portal preview
Agency
Consulting & Retainer Portal
Engagements, deliverables, hours, and meeting notes for retainers.
- Engagements
- Deliverables
- Hours
- Meeting notes
Freelancer Client Portal client portal preview
Freelancer
Freelancer Client Portal
Active work, files, and invoices — lean enough for solo freelancers.
- Active work
- Files
- Invoices
Marketing Agency Portal client portal preview
Agency
Marketing Agency Portal
Campaigns, deliverables, approvals, reports, and files for agency clients.
- Campaigns
- Deliverables
- Approvals
- Reports
- +2 more
Minimal Client Portal client portal preview
General
Minimal Client Portal
Projects-first client portal with optional tasks and files.
- Projects
- Tasks
- Files
Reality Capture Studio client portal preview
Agency
Reality Capture Studio
Sites, capture sessions, 3D tours, and deliverables for scanning studios.
- Sites
- Milestones
- Tours
- Deliverables
- +1 more
SEO Reporting Portal client portal preview
Reporting
SEO Reporting Portal
Rankings, monthly reports, deliverables, and tasks for SEO retainers.
- Rankings
- Reports
- Deliverables
- Tasks
- +1 more
Web & Design Studio client portal preview
Agency
Web & Design Studio
Projects, tasks, designs, files, and invoices for creative studios.
- Projects
- Tasks
- Designs
- Files
- +1 more
