Your clients keep asking "where are we?" — and the answer lives in a Notion page they can't see, or shouldn't see all of. This portal gives each client one clean login showing exactly their projects: status, files, and next steps, nothing else. Built with Taskade Genesis, it runs as a live app from day one.
What's Included
- Client login page: each client gets their own sign-in, and you match their records to that login so they open only their own work. Permissions govern your internal team.
- Live status board: project stages update for the client the moment your team checks something off — no Friday update emails.
- AI agent for client questions: clients ask "what's the status of my project?" or "what do you need from me next?" and get an instant, accurate answer.
- Automatic update notices: when a milestone closes, an automation notifies the client without anyone drafting a message.
- Connected projects: each client links to their jobs, files, and invoices, so the portal always shows the full picture.
How To Use
- Click Use Automation to clone the portal into your workspace.
- Add your clients and move their project details over from Notion — paste or import, no rebuild needed.
- Set view permissions so each client sees only their own projects.
- Turn on the milestone automation so update notices send themselves.
- Send each client their login — and stop writing status emails for good.
See how other service businesses run client portals in the Community Gallery.