Client Portal Template
Client Portal Template
Collaborate with customers in a shared client portal with this free template.
Who this template is for
Customer Success teams, account managers, implementation leads, freelancers, and clients who need one place to manage onboarding, share resources, and keep communication flowing post-sale.
What this template is for
Creating a shared workspace where clients and CS teams can stay aligned throughout onboarding and client projects. Instead of drowning clients in scattered emails, spreadsheets, and attachments, this template gives you a single source of truth for project plans, deliverables, training materials, and support resources.
It’s especially useful for companies managing multiple clients or enterprise accounts that expect a white-glove experience—without overloading your team.
How to use this template
- Start by creating a free account in Dock.
- Create a new workspace and select the Client Portal template.
- Customize it to match your onboarding process, deliverables, and client branding.
- Save your customized version as a reusable template, making client management faster and more consistent.
- Spin up a new portal for each client directly from your saved template.
- Introduce the portal during kickoff. Frame it as their space for everything—timelines, documents, training, and communication.
- Continue updating the portal throughout the engagement. Point back to it regularly to reduce email clutter and build trust.
What’s in this template?
Summary
Use this first section to offer a brief introduction. Include a table of contents that includes all sections of the template, in addition to a list of team members, their roles, and relevant client information. Be sure to include their job titles and roles in the project, in addition to helpful links such as email addresses and access to calendars.
Success Plan
The customer success plan will include a number of different sections, beginning with an executive summary that highlights the launch date, key milestone, login page, Slack channel address, and products. Next, be sure to include key stakeholders from the client side, in addition to product roles, and who from their team will be handling each aspect. Also include the tech stack, including CRM, marketing automation, website host, and other relevant data sources. In the challenges and solutions section, highlight the current state of the relationship and the client's business needs. Lastly, mark key milestones and measure how each task is being achieved.
2025 Renewal
This section will outline details of the previous contract and recommendations for a renewal. Compare and contrast the existing contract versus the new proposal to make any changes easily noticeable.
Business Reviews
The business reviews section will include all relevant recaps of previous quarters in addition to a look ahead at what’s to come. The most recent review will come with key recommendations to be implemented, and prior quarter reviews can be summarized via PDF attachments. For annual business reviews, include things like an executive summary, business objectives, financial performance, challenges and issues, and key learnings.
Meeting Recaps
Embeddable recordings of previous meetings will be accented by thorough notes that offer up the purpose of each meeting, key takeaways, and next steps.
Product Spotlight
Here, embed a video walkthrough of your product. Supplement the clip with screenshots of unique features and case studies that highlight the ease of your product. Include any other video walkthroughs or demos that may be helpful for your client.
Resource Center
Make the resource center your client’s one-stop shop for all product needs. Include embeddable PDFs that go over the administrative setup guide, calendar workflows, and more. Also include videos of all available demos and a product roadmap. Additionally, link to articles, videos, and PDFs that highlight best practices.
Product University
This section includes a video tutorial, documentation, and slides on how to get started. Embed a PDF that offers your client an easy walkthrough of getting set up with your product, and make things easier by including helpful resources and demo videos that illustrate how to get started. Include similar information on scaling usage and an explanation of advanced best practices.
Why use Dock’s Client Portal Template?
Dock’s client portal software is the easiest way to give your customers a clean, personalized home base—without adding more tools to their plate or complexity to yours. It helps you deliver a consistent, high-quality experience to every customer — from your newest user to your best client.
With Dock, you can build a secure client portal that houses everything your customer needs post-sale: onboarding plans, pricing information, deliverables, timelines, resources, training, and support documentation. It’s built to replace messy email threads, disconnected docs, and fragmented tools with one simple link your customer can bookmark and return to.
Unlike legacy client portals, Dock is designed to be collaborative and flexible. You can embed anything—videos, Looms, Google Docs, PDFs, Calendly links—and arrange your workspace in a way that mirrors how your team actually works. Dock also keeps the client experience frictionless. Customers can access the portal through secure email authentication—no complex logins or password resets required.
Even better, you don’t have to start from scratch each time. With Dock templates, you can build a reusable version of your portal—customized for your onboarding process, content, and services—and spin up a new version in seconds for each client. Dock also gives you engagement analytics on who’s viewing what, so your team knows exactly what content is landing and where clients may be getting stuck.
Replace cluttered onboarding with a single client destination
- Share timelines, next steps, and deliverables in one place
- Upload documentation and how-to resources once, then reuse across clients
- Embed training videos, forms, and calendars for frictionless access
- Avoid endless email threads and Slack messages asking “Where’s that link again?”
Make your onboarding feel high touch—without more meetings
- Customize the layout and branding for each client
- Use templates to personalize at scale
- Deliver a consistent experience without duplicating work
- Give clients visibility into where they are in the process
Collaborate across teams and customers
- Keep Sales, Success, and Implementation aligned in one shared workspace
- Let clients leave comments, mark off tasks, and upload documents
- Track engagement and client interactions to know who’s engaging and when to follow up
- Seamlessly transition from sales to onboarding to long-term success
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How do I use this template?
Sign up for Dock for free, customize the client portal template to fit your needs, and save it as your own. You can then create new, personalized client workspaces using that template with just a few clicks.
Is this template free?
Yes, Dock is free to try for up to 50 workspaces. Every paid Dock plan includes unlimited template and workspace usage.
Can I modify this template?
Yes, you can make your own copy of the template, adjust it to suit your needs, and further personalize it for each client. Customize layouts, add content, and more.
Can I personalize this template for every client?
Yes, you can fully personalize the client portal template for each client. Customize the content, branding, and layout to match each client’s unique needs and preferences.
Can I share this template with my team?
Yes, you can choose to keep your template private or share it with your team. Dock gives you the ability to control visibility and manage access to templates across your organization.
What is a client portal template?
A client portal template is a pre-built framework for creating a personalized online customer portal where clients can access onboarding materials, track project progress, submit support tickets, and communicate with your customer support team. It acts as an extension of your management software and can integrate with project management tools to provide an organized online workspace for sharing resources, knowledge base articles, timelines, and deliverables — all in one secure web portal. Many client portals are mobile-friendly, allowing customers to access their portal from any mobile device. Client portal templates help improve customer experience, increase customer satisfaction, and create a more professional and self-service-friendly approach to client collaboration.
What is a client onboarding template?
A client onboarding template is a specialized type of customer portal template designed to guide new customers through the onboarding process. It includes key customer portal features like onboarding checklists, project milestones, training videos, webinar recordings, and access to your knowledge base. These templates help drive customer retention by delivering a seamless onboarding experience and ensuring new clients are set up for success from day one.
What should you include in a client portal template?
A well-designed customer portal template should include:
- Welcome messages and client-specific information
- Onboarding timelines and next steps
- Knowledge base articles, support documentation, and training resources
- Self-service options like FAQs and support ticket submission
- Actionable tasks and milestones for clients to track progress
- Contact information for your customer success or customer support teams
- Online payment links or forms for ecommerce use cases
- API documentation or technical resources for product implementation
- Interactive forms or feedback surveys to measure customer satisfaction
When should you use a client portal template?
Use a client portal template anytime you want to provide a better customer experience with a centralized online customer portal. It's ideal for onboarding new clients, managing projects, supporting ecommerce customers, or creating a self-service portal for ongoing client communication. This type of portal solution helps companies improve customer support, drive customer retention, and provide a professional experience across the customer journey.
What industries use client portal templates?
Client portals are used across SaaS, ecommerce, consulting, agencies, financial services, healthcare, and more. Any business looking to improve customer satisfaction, streamline cloud-based software, support functionality, or offer a self-service option can benefit from an online customer portal solution.
Client portal template best practices & tips
- Keep it organized: Divide your portal into clear sections — onboarding, knowledge base, customer support, training, and resources.
- Update regularly: Add new materials like webinar recordings, updated documentation, or customer portal metrics to keep the portal fresh.
- Use analytics: Dock provides workspace engagement metrics so you can see which portal content drives customer engagement.
- Promote self-service: Include support portal features like FAQs, online payment options, and ticket submission to reduce support volume.
- Personalize it: Use Dock templates to customize the portal for each client, while maintaining consistency across your customer portal software.
Client portal template mistakes to avoid
- Overloading the portal with unnecessary content: Focus on functionality and ease of use to avoid overwhelming customers.
- Neglecting updates: Outdated information hurts customer satisfaction. Keep your knowledge base and support resources current.
- Ignoring engagement metrics: Use Dock's analytics to track usage and update your portal based on real customer behavior.
- Making it hard to navigate: Organize your web portal around the customer’s needs, not internal team structures.
How to share a client portal template internally
Dock’s portal software also makes it easy to manage internal collaboration. You can share templates privately or across teams like customer success, customer support, and account management. Dock allows you to control visibility, edit permissions, and track usage of your internal templates, so your whole team stays aligned on the customer experience.
How to share a client portal template with clients
Introduce your online customer portal during your kickoff call or onboarding process. Position it as a self-service portal where the client can access resources, submit support tickets, view project timelines, and complete tasks. Dock lets you share the portal with a simple link — no complicated logins required. Keep linking back to the portal throughout the relationship to encourage usage and improve customer retention.
Can clients upload files or complete tasks in the portal?
Yes. Dock’s customer portal functionality allows clients to upload files, complete tasks, mark milestones, and leave comments. This creates a collaborative online workspace and reduces the need for email back-and-forth.
Does Dock notify me when a client views or engages with the portal?
Yes. Dock provides real-time notifications and detailed engagement metrics so you can track client activity, monitor customer portal benefits, and follow up based on what they’ve viewed or clicked.
Can I use this template for ongoing client relationships, not just onboarding?
Absolutely. The client portal template works across the full customer lifecycle — from onboarding to support portals, renewals, ecommerce transactions, and long-term project management.
How secure is Dock for client communication and file sharing?
Dock is SOC2 Type II certified. We use enterprise-grade encryption and built-in security measures to protect customer data and maintain privacy. While portals can be shared without a login, you have the option to restrict online portal access via a secure link with email-only sign-in—no passwords to forget or reset. You can also control who can view, comment, or edit content, and all collaboration happens within a secure messaging environment. Dock’s self-serve portal experience gives clients easy, controlled access to the information they need while ensuring sensitive data stays protected.
Can I embed other tools or documents in the portal?
Yes. Dock supports embedding videos, webinar recordings, Google Docs, API documentation, online payment forms, and more — allowing you to create a truly interactive portal experience.
What makes Dock’s client portal different from Google Drive or Notion?
Unlike general-purpose tools like Google Drive or Notion, Dock is a purpose-built portal solution for customer collaboration. Dock offers customer portal features like real-time engagement tracking, template management, knowledge base integration, and portal analytics — all designed to improve customer satisfaction and retention.
How does this template support customer success and account management?
Dock’s client portal template acts as a shared source of truth between your team and the customer. It improves transparency, tracks support tickets and tasks, and provides clear visibility into project status — all critical to delivering a high-quality customer experience and improving retention metrics.
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