You can create bespoke Client Portals for each client here, and communicate with them, send them deliverables, issue invoices and more. Be sure to share the portal with the client and not this dashboard.
Project templates and documents will be generated and stored automatically with each new Client Portal you create. If required generate other documents in the Templates Repository and use the ‘move’ function to add them to the portal.
If you're reading this then you'll already have a Notion account. Your client will also need a Notion account to access the portal you set up for them. The Free Plan is all that's needed and they can sign up here (heads up. Its best to send them that link if they don’t have Notion. If you click on it while already in Notion it’ll just refresh this page).
If you or your client aren't too familiar with Notion, its best to take 5 mins to learn the basics at the Getting Started with Notion guide.