Turn the form responses you already collect into a branded client portal where each client logs in and sees only the project you match to them — updates, files, approvals — in minutes. The Client Portal is live on this page: use it, then clone and own it in one click. No plugins, no Webflow build, no developer.
Taskade Genesis reads your intake form and maps each response into a client record. With GenesisAuth App-Users client logins (on every plan), every client gets a secure login, and you match their project to that login so they open only their own data. The Relationship field links each client to their deliverables, milestones, invoices, and communication history — a connected client system, not separate rows in a spreadsheet.
All project views surface the right information in the right format: a List of project milestones, a Board of approval stages, a Calendar of delivery dates, a Table of deliverable status. The embedded AI agents with built-in tools draft status updates, answer client questions from project context, and prepare weekly progress summaries. Built-in automations with branching trigger on form submission, milestone completion, and approval — sending updates through 100+ bidirectional integrations: pull new clients from your intake form, push milestone notifications via email or Slack.
Add a custom domain (Business+) and the portal lives at your own URL — not an unbranded taskade.com link. Browse the Community Gallery with 150,000+ cloneable portal apps, or generate a custom portal from a prompt.
Workspace DNA — Memory (client history) → Intelligence (agents that draft and update) → Execution (automations that keep clients informed) — turns your intake form into a client relationship, not just a row in a database.
Common questions
Can each client only see their own project?
Yes, once you configure it. GenesisAuth App-Users client logins (on every plan) identify each client, and you match each record to that login so Client A does not reach Client B's files, milestones, or messages. Test it with a second client account before you launch.
What forms does it work with?
Any form that exports responses — Google Forms, Typeform, Jotform, or your own intake. Describe the form fields when you generate the portal and Taskade Genesis maps them to client record fields automatically.
How does the portal handle approvals?
Approvals are Board cards the client moves or clicks to approve. Automations detect the approval and trigger the next workflow step — notifying your team, unlocking the next milestone, or sending a confirmation to the client.
See client portal templates, form automation guides, and related converters: intake form to client portal, survey to feedback portal.