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🏢 AI SOP-to-Client Portal Converter

Convert your service delivery SOP into a branded client portal where clients track progress, upload files, and communicate with your team.

Your result opens in Taskade, ready to edit, automate, and share with your team.

  • Bring your source
  • Editable output
  • Save in Taskade
  • Share with your team
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AI SOP-to-Client Portal Converter

Convert your service delivery SOP into a branded client portal where clients track progress, upload files, and communicate with your team.

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Taskade Genesis converts your service SOP into a live, branded client portal — complete with custom domain, client logins, and AI agents that answer client questions around the clock.

What Is an SOP-to-Client Portal Converter?

This converter takes the steps in your service delivery SOP and turns them into a client-facing portal: a shared workspace where clients see project phases, upload deliverables, and track their request status without emailing you for updates.

Why Use an SOP-to-Client Portal Converter?

Clients who can see progress stop sending "where are we?" emails.

  • Client logins + custom domain: Your client's secure login via GenesisAuth works on every plan. Your own URL comes with Pro+, and your brand comes with Business+.
  • Live status views: Clients see a Board or Table view of their project phases without access to your internal workspace.
  • AI concierge: An embedded AI agent answers common questions using your SOP as context.
  • Two-way integrations: Pull intake form submissions from 100+ tools and push status updates back to clients automatically.
  • Relationship linking: Connect client records to deliverables and contacts using the relational Relationship field.

Who Should Use an SOP-to-Client Portal Converter?

  • Agencies delivering creative or marketing projects to multiple clients.
  • Consultants managing engagements with structured milestones.
  • Legal and accounting firms running client intake-to-delivery workflows.
  • SaaS onboarding teams walking enterprise clients through an implementation SOP.
  • Freelancers who want to look like a full agency without the overhead.

How To Convert Your SOP to a Client Portal?

  1. Click Use Converter and paste your service delivery SOP into the prompt.
  2. Taskade Genesis builds the portal structure — phases, tasks, and client-visible views.
  3. Customize the branding and decide which sections clients can see.
  4. Clone to your workspace and enable custom domain access for your client.
  5. Connect your CRM or intake tool via automations to auto-create portals for new clients.

Every new engagement starts with a professional, consistent experience. Explore /apps for live examples or browse /templates.

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