Client Portal Planning Template
A free, editable template in Word and PDF for planning a client portal: roles, visible records, approvals, files, invoices and closeout.
Free ยท Word and PDF files
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | Word and PDF files |
| Price | Free |
| Files | Stelaah Client Portal Planning Template.zip (3 KB) |
| Works with | The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 12 checklist items, 2 file formats |
An editable client portal template covering participant roles, visible records, allowed actions, invitations, approvals, files, finance, revocation, and closeout.
The checklist. Client actions: List the exact actions clients need to complete and the records required for each action; Separate contributor, approver, finance contact, executive observer, and client administrator roles; Keep private team notes, margin, staffing, and drafts outside the client view. Access and identity: Define invitation verification, authentication, session, recovery, and expiry behavior; Scope access by organization, person, project, object, and action; Plan wrong-recipient, forwarded-link, stale-session, and removed-participant handling. Connected workflow: Map uploads, requests, messages, approvals, documents, and payments to canonical records; Keep file, payment, email, and identity provider ownership explicit; Define notifications, deadlines, retries, provider failure, and client-visible error states. Closeout and audit: Review access when roles, projects, providers, or agreements change; Revoke access and handle open work, files, finance, and retention at closeout; Preserve participant, action, version, decision, time, and before-and-after evidence.
Treat this as a starting point, not automatic authority. Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.
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See inside
What's inside
2 formats in one download: Word and PDF.
| Section | Pages or size |
|---|---|
| Client actions | 3 checks |
| Access and identity | 3 checks |
| Connected workflow | 3 checks |
| Closeout and audit | 3 checks |
Who it's for
- Agencies
- Service businesses
- Consultants
You may be looking for
- client portal planning template
- client portal requirements
- client portal checklist
Works with
The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly.
Questions
- Which apps does it work with?
- The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly.
- Is it really free?
- Yes. Add your name and email once and every free Stelaah download opens on this browser. No account is needed.
- What do I download?
- Stelaah Client Portal Planning Template.zip (3 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.