Product Introduction

1. PortalWith is a client portal solution that transforms Notion databases into professional, branded dashboards for external stakeholders. It automatically generates filtered views of tasks, invoices, and deliverables by syncing with existing Notion workspaces while applying custom domains, logos, and security protocols.
2. The product eliminates the need for manual data management by providing real-time synchronization between Notion and client-facing portals, ensuring clients only access relevant information. It enhances professionalism and data security while maintaining full compatibility with existing Notion workflows.

Main Features

1. PortalWith automatically filters client-specific data using a "Client" property in Notion databases, creating individualized portals that display only tasks, invoices, or deliverables tagged to each client. This filtering occurs in real time, with changes in Notion reflecting instantly in the client portal.
2. Users can embed interactive buttons like "Approve Deliverables" or "Mark Invoice Paid" within portals, enabling clients to trigger status updates directly in Notion without accessing the workspace. These actions sync bidirectionally, maintaining data accuracy across both systems.
3. The platform supports custom domains, logos, and CSS styling to align portals with brand identity. Enterprise-grade security includes read-only access for clients, granular permissions, and encrypted data transmission via Notion API integrations.

Problems Solved

1. PortalWith addresses the lack of client-specific data isolation in shared Notion workspaces, preventing accidental exposure of unrelated projects or internal notes. It solves the unprofessional appearance of raw Notion links by providing a polished interface.
2. The product targets freelancers, agencies, and consultants who manage multiple clients in Notion but struggle with fragmented communication and insecure data sharing. It is ideal for users requiring centralized project management with client-facing transparency.
3. Typical use cases include delivering project updates, sharing invoices, collecting client approvals, and providing restricted access to sensitive documents like contracts or design files stored in Notion databases.

Unique Advantages

1. Unlike standalone client portal tools, PortalWith requires no data migration or duplicate entries, leveraging existing Notion databases as the single source of truth. This reduces setup time and eliminates workflow disruption.
2. The platform innovates with Notion-native filtering logic, using database properties to dynamically generate portals without requiring manual data entry or third-party integrations.
3. Competitive advantages include real-time bidirectional synchronization, custom domain support without coding, and compliance with Notion API rate limits to ensure uninterrupted service for high-volume users.

Frequently Asked Questions (FAQ)

1. How does client filtering work? PortalWith uses the "Client" property in your Notion databases to tag tasks, invoices, or deliverables. Each client portal dynamically filters content based on these tags, ensuring they only see items assigned to them through automated synchronization.
2. Can I use my own domain? Yes, PortalWith supports custom domain configuration, allowing you to host client portals on domains like "portal.yourcompany.com" with SSL encryption. This requires DNS configuration but no additional coding.
3. Why not just share a Notion page? Shared Notion pages expose your entire workspace structure, lack brand customization, and overwhelm clients with irrelevant data. PortalWith provides a focused, secure interface with action-specific controls unavailable in native Notion sharing.