Client portals for agencies, powered by Notion
Run every client from a single Notion workspace and give each one a private, branded portal. No duplicate workspaces, no scattered data, no risk of one client seeing another.
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TL;DR
- Run every client from one Notion workspace, with no duplicates.
- Each client gets a private, branded, scoped portal.
- Pricing scales with clients, not internal seats.
Good to know
- Server-side scoping stops one client from seeing another’s rows.
- Tag records to clients with a relation for automatic filtering.
- Add per-portal branding and a custom domain.
How agencies run client portals with Portalize
Keep one Notion workspace
Tag records to each client with a relation or property. No more duplicating a workspace per client.
Scope views per client
Portalize filters each portal server-side so a client only ever sees their own projects, tasks, and invoices.
Scale to many clients
Invite clients in bulk, manage them from one dashboard, and add branding per portal.
Raw Notion links
- Overwhelming for clients
- No per-client privacy
- Looks unbranded
- Hard to navigate
A Portalize portal
- Clean, focused view
- Each client sees only their data
- Your brand and your domain
- Secure, server-side scoping
One workspace, many portals
Manage all clients from the Notion workspace you already run. Data stays in one place.
No cross-client leaks
Server-side scoping means clients cannot change a filter and see another client’s rows.
Branded per client
Custom logo, colors, and domain so each portal looks like your agency, not a generic tool.
Predictable pricing
Plans scale with the number of clients you serve, not per internal seat.
Who it's for
Freelancers
Share tasks and invoices per client without exposing your whole workspace.
Agencies
Give every client a branded portal with real-time status scoped to them.
Consultants
Centralize deliverables, notes, and next steps behind a simple client login.
Internal teams
Provide read-only stakeholder views filtered by team, partner, or department.
Agency client portal FAQ
Do I need a separate Notion workspace per client?
No. That is exactly what Portalize removes. You keep one workspace and Portalize scopes each client portal server-side, so clients only see their own data.
How does Portalize prevent one client seeing another’s data?
Data is filtered on the server based on each client’s identity before it reaches the browser. Clients never query your Notion databases directly.
Can I brand each client portal?
Yes. You can apply your logo, colors, and a custom domain so every portal reflects your agency.
Comparing your options? See how Portalize stacks up against SuperOkay, Assembly (formerly Copilot), and Notion sharing & guests.