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Welcome. This workspace helps you manage a freelance client from onboarding to final handover while giving the client a simple portal they can actually use.

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Your goal

You do not need to learn the database architecture before using the product. Your first goal is simply:

Create one client → create one project → prepare its portal → test it → share it.

Your first setup is a guided configuration pass. Follow First Project Setup and judge the time from your own workflow; this product no longer claims a 10–15 minute first setup.

Before you begin

• [ ] Duplicate the product into the workspace where you will actually use it
• [ ] Use Notion desktop/web for the initial form setup
• [ ] Keep the root OS and operational databases private
• [ ] Have one real or test client/project in mind

The setup path

1. Personalize the workspace — business name, icon/logo and wording where useful.
2. Create your first Client.
3. Create your first Project.
4. Duplicate the reusable project surfaces and bind their linked views using the real Project relation.
5. Prepare the Client Portal and display its PRJ-# reference.
6. Create the three client forms from the databases' existing canonical properties.
7. Test the forms and portal in a private/incognito browser and on mobile.
8. Share the Client Portal only with the client.

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Want to understand the finished result first? Explore the fictional Acme Coffee project and its client portal before building your own.

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