Turn any form into a fully working client portal — with AI agents, relational data, and custom client logins — using Taskade Genesis. Describe what you need in one prompt and your portal is ready to clone in seconds.
What is a form to client portal?
A form to client portal converts a simple intake or request form into a shared workspace where clients can log in, track progress, upload files, and communicate — all in one place. Instead of emailing spreadsheets back and forth, your client submits a form and lands inside a live, organized portal that updates automatically as your team works.
Why Taskade Genesis for form to client portal?
- One prompt, live app. Describe your portal in plain language — "intake form that creates a client project with tasks, file uploads, and status tracking" — and Taskade Genesis builds it. No drag-and-drop assembly required.
- Clone and own in ~10 seconds. Every portal in the Converters gallery below is a live, working app. Click Clone, and it lands in your workspace ready to customize — not a screenshot or a static template.
- Relational data that connects everything. The Relationship field links form submissions to client records, projects, invoices, and conversations. Most form-to-portal tools keep these in separate buckets.
- AI agents do the follow-up work. Built-in AI agents (33 tools, persistent memory) can draft client emails, summarize intake responses, flag missing information, and keep the portal updated — automatically.
- Seven views, one data set. Switch between List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart without moving data. Show clients a Board; run your team on a Gantt.
- Custom client logins + your own domain. Business and above plans let clients log into a portal at your domain — not a generic app.taskade.com URL.
Who is it for?
- Freelancers and consultants who want clients to submit briefs and track deliverables without email threads.
- Agencies managing multiple client projects that each need their own branded intake and status view.
- Small service businesses (coaches, accountants, designers) that need a professional intake-to-delivery workflow but have no developer on staff.
- Operations teams automating internal request forms (IT tickets, procurement, HR onboarding) into tracked workspaces.
- Non-technical builders — if you can describe what you want in a sentence, Taskade Genesis can build it.
How it works
- Describe your portal. Type something like "client intake form for a marketing agency that creates a project, assigns tasks, and notifies the client by email" into Taskade Genesis.
- Clone a live Converter below. Browse the form-to-client-portal apps in the gallery, preview them live on this page, then hit Clone to copy the whole app into your workspace.
- Customize fields and views. Add or rename form fields, link them to client records with the Relationship field, and pick the views your team and clients need.
- Connect your tools. Wire in 100+ two-way integrations — email, Slack, Google Drive, CRM — so data flows in and out without manual copying.
- Share with clients. Send a custom-domain login link. Clients see only their portal; your team sees everything.
Explore more on AI apps, AI agents, and automations. See what other builders have shipped in the community gallery, or browse ready-to-use templates and converters.
