Spin up a branded client portal by describing your workflow to Taskade Genesis. Agencies, freelancers, and consultants get a live, secure space where each client sees their own updates, files, and deliverables, with an AI agent answering routine questions.
What's Included
- Per-client access: Private spaces protected by 7-tier role-based access so clients see only their work.
- AI client assistant: A custom agent answers status questions and shares next steps.
- Deliverable tracking: Shared projects with files, milestones, and approvals in real time.
- Branded URL: Instant deployment with custom domains for a professional look.
How To Use
- Describe your client workflow, deliverables, and update cadence.
- Review the generated portal with secure client spaces.
- Assign role-based access to each client.
- Share each client's portal link.
See portal examples in the Community Gallery or build more with AI agents.