Femil Template

Client Portal Template: Free No-Code Client Portal | Stackby

Use Template
Summarize with AI
Stackby loader
0 result for sss

What is a client portal template?

A client portal template gives your clients one secure place to check project status, download files, review invoices and send requests. Stackby's Client Portal template is a no-code client portal built on linked tables for clients, projects, deliverables, files, invoices and requests. You decide what each client sees through filtered views and permissions, so it works as a client dashboard without separate client portal software. 


Who should use this no-code client portal?

Freelancers, consultants, agencies, law firms and other service businesses that manage several clients at once. It suits teams that answer the same status questions by email every week and want client project tracking, a client onboarding portal and secure client file sharing in one workspace.

Key features of the Stackby Client Portal template

  • Client-specific shared views: Filter records by client and share each view by private link, or invite clients with view, table and column permissions.
  • Project and deliverable tracking: Follow every project on kanban, calendar or timeline views with owners, due dates and status.
  • File and document sharing: Attach contracts, briefs and final files to the client or deliverable they belong to.
  • Request and onboarding forms: Collect new requests and onboarding details through forms with conditional logic, and let clients edit submissions with updatable forms.
  • Invoice and payment status: Link invoices to projects and roll up billed, paid and outstanding amounts for each client.
  • Automated client updates: Send an email or Slack message when a deliverable changes status or an invoice is due. 

How to set up your client portal

  1. Copy the template to your workspace and add your clients, or import them from CSV or Excel.
  2. Add projects, deliverables and invoices, and link each one to a client.
  3. Create a filtered view for each client and set its sharing and permissions.
  4. Turn on automations for status updates and share the request form with clients. 

Related templates



Template Features:

Title:Mobile Expense Claims
Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.


Title:Mobile Expense Claims
Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.


Title:Mobile Expense Claims
Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.


Title:Mobile Expense Claims
Desc:Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.

Frequently asked questions

Mobile Expense Claims
Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.
Mobile Expense Claims
Employees submit claims from a phone or laptop, with receipt photos and several line items per claim.

Other Related Templates