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.
- Custom domain + client logins: Available on Business+ — your brand, your URL, your client's secure login via GenesisAuth.
- 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?
- Click Use Converter and paste your service delivery SOP into the prompt.
- Taskade Genesis builds the portal structure — phases, tasks, and client-visible views.
- Customize the branding and decide which sections clients can see.
- Clone to your workspace and enable custom domain access for your client.
- 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 /community for live examples or browse /templates.