Agency Client Portal

Each client signs in and sees only their own work, requests and updates, and you stop sending status emails. Your own copy of a client portal for agencies and consultants: projects and next steps, requests, change requests with a time and price quote, deliverable approvals, files, and a Friday update drafted for you to approve. Turn on private rows once before you invite clients. Start here shows how. Works best on Starter or higher. Includes rights to set it up for your own clients.

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

This app ships with 10 projects & knowledge bases, 1 AI agent, and 6 automations & workflows, ready to run or customize after you clone.

Team Taskade published this agency app in the Taskade App Factory.