Before you start

To use the template, you’ll need a free Notion account and your own copy. Here’s how:

  1. Open the template link
  2. Click the duplicate button at the top
  3. This will create a private version in your own workspace, where you can safely test and customize.

Once duplicated, you’ll be able to:


🧑‍💼 Clients

Use this section to manage client info, contract status, and role context.

Clients (Template Copy)


📁 Projects

Projects (Template Copy)