Each client signs in and sees their own file: their history with you, the notes you have chosen to share, the documents relevant to them, and what happens next. Practices that work case by case need exactly one thing from a portal, which is certainty that a client sees their own record and nothing else.
Client Portal is a live Taskade Genesis app embedded on this page and the closest starting point. Move through a real signed-in surface, then choose "Use this app" to clone it in about ten seconds and shape it into your own case records portal.
The build gives you a case record with a client-facing face. The internal record holds everything: intake details, session or matter notes, documents, tasks, and status. The client-facing page renders only the fields you publish, which typically means the summary, the shared documents, the next appointment, and any action they need to take. The separation is explicit rather than accidental: a note is internal unless you mark it shared. Access is by invited email, and disabling a seat ends access on the next request while your record stays intact.
The internal-by-default rule is what makes this safe to run. Every note your team writes stays internal unless someone deliberately marks it shared, which means the failure mode is a client seeing too little rather than too much. Sharing then becomes an active choice: a summary written for the client, the documents they need, and the next steps, each published deliberately. Practices that invert this, publishing by default and hiding exceptions, eventually publish something they meant to keep back.
Workspace DNA holds it together. Memory keeps the full case history in one place, so nothing depends on remembering which folder it was in. Intelligence, powered by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, drafts the client-facing summary from your internal notes and prepares the next-steps list. Execution sends the appointment reminder, requests the outstanding form, and files what comes back.
The case data renders in every layout you need:
- List view for the client's own case timeline and next steps
- Table view for the internal caseload register with status and owner
- Board view for moving cases through intake, active, review, and closed
- Calendar view for appointments and review dates
- Plus Mind Map, Gantt, and Org Chart across the 7 project views
Automations reduce the administrative load. Connect Taskade automations so a new case sends the intake form, a booked appointment sends the reminder, and an outstanding document request follows up after five days. With 100+ bidirectional integrations, forms and email pull client submissions in, while email and calendar push confirmations out.
Write the client-facing summary as its own artifact rather than exposing raw notes. An agent can draft it from your shorthand, which takes the effort out of the discipline and means the client gets something readable rather than something they have to interpret.
The AI agents in the app carry 34 built-in tools including file analysis and persistent memory. An agent turns your shorthand notes into a clear client-facing summary and drafts the follow-up message for your review before anything is sent.
Clone the app, invite your clients, and the record is yours. Sign-in is available on Business plans and up, $25/mo billed annually, and App Users is in beta. Taskade runs as a hosted service, so apply your own professional judgement about which records belong in it and follow whatever handling rules your field requires.
Read Build a Customer Portal for the walkthrough, App Users for access control, or browse practice builds in the Community Gallery. Start at Taskade Genesis. Pair this with Show Each Client Only Their Own Records and Build a Client Document Library With Uploads.
Frequently Asked Questions
How certain can I be that one client cannot see another's file?
The page renders only records matched to the signed-in person's verified email. Other records are never sent to their browser, so there is nothing to stumble into.
Can I keep internal notes private?
Yes, and that is the default in this build. A note is internal unless you mark it shared, so the client-facing page shows only what you chose to publish.
Can a client upload a form or document?
Yes. They upload from their own page, it files against their record, and your team is notified. An agent can check it for missing fields before a person opens it.
Is this suitable for regulated or confidential work?
Apply your own professional judgement and your field's handling requirements. Taskade is a hosted service, so decide deliberately what belongs in the portal and what stays elsewhere.
What happens when a case closes?
Archive the case and disable the seat. Access ends on the next request and your record, including everything shared, stays in your workspace.
Can a family member or representative have access?
Yes. Invite them as a separate app user tagged to the same case, so you keep an individual sign-in record for each person.
Can I show clients their next steps?
Yes, and it is the most valuable part of the page. A short list of what you are doing next and what they need to do removes most between-appointment questions.
Should clients see their full notes?
Usually not, and the build assumes not. A written summary produced for the client is clearer and safer than raw working notes, and it takes moments to draft from what your team already wrote.
