Every new client asks the same questions: what happens next, what do you need from me, who do I talk to? This converter turns your onboarding checklist into a client onboarding portal — one link where every new client sees their steps, uploads their paperwork, and knows exactly where things stand. It is built for the operator who wins the deal and then loses a week to back-and-forth email: the agency owner, the bookkeeper, the consultant with five new accounts landing at once. Describe how you onboard clients today, and Taskade Genesis builds the portal around it.
What's Included
- Welcome dashboard: each client sees their own steps, owners, and due dates the moment they open the portal
- Intake forms: collect contracts, brand files, and account details in one place instead of scattered attachments
- Step-by-step checklist: the same proven sequence every time, so client number 40 gets the same experience as client number 1
- AI agent: answers "which clients are stuck?" and "what is still missing from the Henderson file?" before you dig through folders
- Automation: when a client finishes a step, the next one unlocks and your team gets notified — no chasing required
How To Use
- Clone this app into your workspace
- List your onboarding steps and the documents you collect from every client
- Set permissions so clients see their own portal and nothing else
- Add triggers for welcome messages and step-complete notifications
- Send one link — and every new client onboards themselves the same way, every time
Want the portal to answer client questions on its own? Train a custom agent on your process docs, or browse more live portals in the Community Gallery.