Free Client Portal Template Generator

Template inputs

Generated client portal template

Project overview: Website redesign for Small business

Milestones

• Milestone 1: [Define phase goal]
• Milestone 2: [Define phase goal]
• Milestone 3: [Define phase goal]
• Milestone 4: [Define phase goal]

File sections

• Current deliverables
• Previous versions
• Reference assets
• Final handoff package

Approval steps

• Attach approval request to each milestone deliverable.
• Define the exact decision required from client.
• Track approval status (approved / changes requested).
• Store timestamped approval receipt in project record.

Status update template

Hi [Client Name],

Here is the update for Website redesign:

Status: [Current status]
Completed: [What finished]
Next steps: [What comes next]
Needed from you: [Client action]

Thanks,
[Your Name]

Final handoff checklist

• Confirm all milestones are marked complete.
• Verify files are organized by milestone.
• Confirm outstanding client actions are resolved.
• Confirm final approval receipt is recorded.
• Generate and share final project report.