Client Portals That Run Themselves

Professional Service, Zero Overhead

Your clients deserve instant access to their projects, documents, and updates. But you shouldn't spend hours managing portals. Genesis creates intelligent client portals that handle communication, updates, and self-service automatically.

White-label ready. Automation built-in. Clients impressed.

What Your Portal Includes

Project Visibility

• Real-time project status and progress
• Milestone tracking and timeline views
• Task completion and deliverable access
• Team member introductions and contact

Document Management

• Secure file sharing and storage
• Version control and history
• Approval workflows and sign-offs
• Organized folders and search

Communication Hub

• Centralized messaging and updates
• Comment threads on specific items
• Notification preferences and digests
• Meeting scheduling integration

Self-Service Features

• Information requests and forms
• Support ticket submission
• FAQ and knowledge base access
• Account and preference management

Automation That Delights

Automatic Updates: Clients see progress without you sending emails

Smart Notifications: Right information, right time, right channel

AI Assistant: Answer common questions instantly, 24/7

Workflow Triggers: Client actions automatically update your internal systems

Portal Templates

Consulting Portal: Project tracking, deliverable sharing, meeting scheduling, invoice access

Agency Portal: Campaign dashboards, asset approvals, performance reports, creative reviews

Service Portal: Ticket management, knowledge base, status updates, SLA tracking

Vendor Portal: Order management, inventory visibility, invoice processing, communication

Build Your Portal

1. Describe Your Client Experience
"Create a client portal where customers can see project progress, download deliverables, and submit feedback"

2. Customize the Branding
Add your logo, colors, and domain for a seamless branded experience

3. Connect Your Systems
Link to your project management, billing, and communication tools

4. Invite Your Clients
Each client gets secure access to their specific information

The ROI of Self-Service

Before: Hours spent on status update emails, file sharing, and client questions

After: Clients help themselves while you focus on delivering value

• 80% reduction in "where's my project?" emails
• Instant access to documents and updates
• Professional experience that builds trust
• More time for billable work

📚 Resources & Getting Started

Ready to create self-service portals? Explore these resources:

🚀 Get Started

• Taskade Genesis — Build AI-powered client portals from one prompt
• Create Your First App — Step-by-step tutorial
• Community Templates — Browse and clone portal templates

🧬 Understand the DNA

• How Genesis Works: Workspace DNA — Your workspace becomes your backend
• 🤖 Custom AI Agents — The Intelligence Pillar
• 🧠 Projects & Databases — The Memory Pillar
• ⚡ Automations & Workflows — The Execution Pillar

📖 Related Articles

• 10 AI Client Portals You Can Deploy
• Build Live AI Apps with Genesis
• 10 Agentic Workflows That Replace Busywork

📚 Learn More (Wiki)

• Genesis Overview — Complete guide to Genesis
• Action DNA — Intelligent automation network
• Work Engineering — Design workflows for knowledge flow