Stop losing track of consultation requests in a cluttered inbox. Taskade Genesis turns every consultation form submission into a structured client portal — complete with status tracking, document sharing, and automated follow-ups — from a single prompt.
What Is a Consultation Request to Client Portal Converter?
It's a no-code tool that transforms raw form data from consultation requests into an organized, interactive portal your clients can actually use. Instead of chasing emails, both you and your client see the same real-time view of every request, task, and next step.
Why Use a Consultation Request Portal?
- Centralized visibility: Every request, note, and attachment lives in one place instead of scattered threads.
- Automated follow-ups: Built-in reliable automations send status updates the moment a request moves forward — no manual nudging.
- Relational records: The Relationship field links each consultation to a client profile, so context never gets lost.
- 100+ two-way integrations: Pull in calendar events or push status changes to Slack, Gmail, and beyond.
- Client logins included: Business+ plans give clients a branded login so they track progress on their own terms.
Who Should Use This?
- Independent consultants juggling multiple clients who need a professional intake-to-delivery system.
- Agencies that want to replace scattered email threads with a polished portal experience.
- Coaches and advisors who run recurring discovery sessions and need organized follow-through.
- Law and finance professionals managing sensitive intake workflows with audit-trail needs.
- Freelancers ready to look enterprise-grade without the enterprise price tag.
How To Build Your Consultation Portal
- Click Use Converter above and describe your consultation workflow in one prompt.
- Taskade Genesis generates a live portal with views, automations, and an embedded AI agent.
- Connect your intake form via the automations engine to route new submissions automatically.
- Add client logins and a custom domain (Business+) so clients access their own portal.
- Monitor every active consultation from a Board or Table view and let the AI agent handle status updates.
Explore ready-made templates at /templates or browse the community gallery to clone a portal someone else already built.