One signed-in place where a client finds every document you sent them and uploads the ones you need back. Contracts, reports, brand assets, tax forms, and identity documents stop living in email attachments and start living somewhere you can both find them.
The closest starting point is the Internal Docs App, a live Taskade Genesis app you can open on this page. Browse a real structured document set, see how items are labeled and summarized, then choose "Use this app" to clone it in about ten seconds, put it behind sign-in, and point it at your own client files.
The build gives you a document register connected to your client roster: file name, client, category, uploaded by, date, version, and status. Files you publish appear in the client's library the moment you add them. Files the client uploads land in the same register tagged to their account, which means the "did you send that yet" question answers itself. You can require a document type before a stage advances, so a project cannot move forward until the signed form is in.
The library is only as useful as its naming, and this is where an agent earns its place. A client uploads a photo of a signed form called IMG_4471, and the agent reads it, renames it to something meaningful, tags it to the right category and account, extracts the date, and files it. Six months later, someone searching for that form finds it. Compare that with the usual outcome, where the file sits in an email thread with a subject line about something else entirely. The same applies to what you publish outward: a consistent naming pattern makes a two-year-old library navigable.
Workspace DNA runs underneath. Memory stores every file and its history in the connected project. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, reads what a client uploads, names it properly, extracts the key fields, and files it against the right record. Execution notifies your team the moment something arrives and chases anything still missing.
The library renders in every layout you need:
- List view for the clean client-facing document feed grouped by category
- Table view for your internal register with version, owner, and status columns
- Board view for tracking requested, received, reviewed, and approved
- Calendar view for expiry and renewal dates on documents that lapse
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations close the loop. Connect Taskade automations so an upload notifies the account owner, a missing document sends a reminder after five days, and an approved file moves the client to the next stage. With 100+ bidirectional integrations, Google Drive and email pull files in, while Slack and email push receipts and requests out. See Media upload and App uploads.
Decide your categories before you load anything. Five or six that match how clients think, such as agreements, reports, invoices, assets, and forms, will carry a library for years. Twenty categories invented as you go will not, and re-categorizing a few hundred documents later is exactly the chore nobody volunteers for.
The AI agents in the app carry 34 built-in tools including file analysis, persistent memory, and web search. An agent summarizes a long uploaded contract into three lines, flags what is missing from a submitted form, and answers a client's question about which version they signed.
Clone the app, invite your team, and the library is yours. Client sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta. Note that reading words off an image tops out at 20 MB per file, while typed documents follow your plan's upload size, which is 10 MB on Free.
Read App uploads for the mechanics, Document intake for automated processing, or start a build at Taskade Genesis. Pair this with Build a Client Data Room for Due Diligence and Create a Contract and Signature Status Tracker for Clients.
Frequently Asked Questions
Can clients upload files themselves?
Yes. A signed-in client uploads from their portal page and the file lands in the register tagged to their account. Your team is notified and the file is available to both sides immediately.
Do clients see each other's documents?
No. The library is scoped to the signed-in app user, so a client sees only the files tied to their own account. Files you have not published stay invisible to them entirely.
What file size can I work with?
Typed documents follow your plan's upload size, which starts at 10 MB on the Free plan. Reading words off an image, such as a scanned page or a photographed receipt, works up to 20 MB per file.
Can the AI read what the client uploads?
Yes. An agent with file analysis can summarize the document, extract fields such as dates and amounts, and flag anything incomplete before a person opens it.
How do I request a specific document from a client?
Add a requested row with the document type and a due date. The client sees the outstanding request in their library, and an automation reminds them if it stays empty.
Can I track versions of the same document?
Yes. Keep a version field on the register so revision three sits alongside revision two, and the client always opens the current one while the history stays intact.
Does this work for documents that expire?
It does. Put the expiry on a date field, view the register in Calendar view, and let an automation send a renewal reminder ahead of the lapse date.
Can I organize documents into categories?
Yes. Category is a field on the register, so the client-facing library groups by it and your internal table can filter or sort on it. Keep the list short and name the categories the way your clients would.
