SAMPLE · CLIENT PORTAL & INTAKE · Sample template, example data · Built by Omerica Studios Build mine ↗
A

Riverside Design Co., Client Portal

Logged in as R. Delgado · Project: Brand refresh · makes a small shop look organized
● Secure loginSample template

Your project status

always up to date
Intake
Scope signed
3
In progress
4
Review
5
Delivered

Documents & files

shared securely
FileAddedStatus
Signed scope of work.pdfJun 4Signed
Brand questionnaireJun 4Complete
Logo concepts v1.pdfJun 12Needs review
Invoice #204, depositJun 4Paid
Invoice #211, balanceJun 18Due Jun 30

Requests & messages

one thread
Review logo conceptsAction needed from you
Open
"Can we try a darker green?"You · Jun 13
Replied
New requestAdd a business-card design
Quoted

New intake requests come straight in here, no lost emails.

This is a sample template, yours holds your real clients.

Example project here. A real client portal gives each customer a clean login to see status, sign documents, send requests, and pay invoices, so you look organized and stop chasing files over email and text.

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