Client Portal Planning Template

An editable client portal template covering participant roles, visible records, allowed actions, invitations, approvals, files, finance, revocation, and closeout.

Drafts save privately in this browser.

Name the record before using the checklist.

Portal purposeClient organizationPortal ownerClient administratorAccess review date

Move the checklist beyond a first draft.

0 of 5 context fields completed0 of 12 checks completedReviewer and review date not recorded

Working status

Reviewer or accountable ownerReview dateVersion

A high score means more of the working record is filled in. It does not create client approval, legal authority, or professional sign-off.

Client actions

List the exact actions clients need to complete and the records required for each actionSeparate contributor, approver, finance contact, executive observer, and client administrator rolesKeep private team notes, margin, staffing, and drafts outside the client view

Notes and exceptions

Access and identity

Define invitation verification, authentication, session, recovery, and expiry behaviorScope access by organization, person, project, object, and actionPlan wrong-recipient, forwarded-link, stale-session, and removed-participant handling

Notes and exceptions

Connected workflow

Map uploads, requests, messages, approvals, documents, and payments to canonical recordsKeep file, payment, email, and identity provider ownership explicitDefine notifications, deadlines, retries, provider failure, and client-visible error states

Notes and exceptions

Closeout and audit

Review access when roles, projects, providers, or agreements changeRevoke access and handle open work, files, finance, and retention at closeoutPreserve participant, action, version, decision, time, and before-and-after evidence

Notes and exceptions

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.

Want to keep this connected to the client and project?

Continue in Stelaah with the people, decisions, files, work, and finance beside the checklist.

Continue in Stelaah

Client Portal Planning Template

Name the record before using the checklist.

Move the checklist beyond a first draft.

Client actions

Access and identity

Connected workflow

Closeout and audit

Treat this as a starting point, not automatic authority.

Continue with the connected workflow

Want to keep this connected to the client and project?