A branded portal where your client signs in and finds their scope, their deliverables, their files, their meeting notes, and the status of everything you owe them. Describe your engagement and a Taskade Genesis app builds it, with each client seeing only their own workspace.
The Client Portal Nexus is a live Taskade Genesis app embedded on this page, built as a real client-facing portal. Explore how it behaves, then click "Use this app" to clone it in about ten seconds and describe your own practice so the sections become your engagement structure.
A portal changes how clients experience a small firm. Instead of a thread of attachments and a monthly deck, they get a place that is always current. That impression is worth more than the hours it saves you, and it saves plenty of hours. Workspace DNA runs the room. Memory holds every document, decision, and note tied to the engagement. Intelligence, backed by 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, answers client questions from your own materials and drafts the update. Execution publishes changes the moment they happen, so nobody asks for the latest version again.
The portal presents the same engagement in the layouts clients understand:
- Board view for delivery status they can read at a glance
- List view for the scope, the meeting notes, and the decision log
- Table view for the numbers, milestones, and approvals
- Calendar view for upcoming sessions, review dates, and deadlines
- Plus the rest of the 7 project views
Automations keep it alive without maintenance. Connect Taskade automations so an accepted deliverable updates the client-visible status, a new file lands in the right folder, and an approval request notifies the right person. With 100+ bidirectional integrations, Google Drive and Gmail pull documents and messages in while Slack and email push notifications out to your side of the wall.
The AI agents inside the app carry 34 built-in tools including persistent memory, file analysis, web search, custom slash commands, and multi-agent collaboration. Give the portal agent your engagement materials and clients can ask it questions directly, getting grounded answers at eleven at night without waiting for your morning.
Clone it, publish it on your own domain with app sign-in on Business plans and above, and it is your portal. Your brand at the top, your data underneath, no third-party logo explaining who really owns the relationship.
Start the build in Taskade Genesis, follow the step-by-step guide in Learn, see published examples in the Community Gallery, or set up client logins with app users. Fill the portal from your delivery system using Track Deliverables Across Every Client Engagement, and feed the reporting tab with Build a Monthly Client Reporting Pack.
Frequently Asked Questions
What do I need to give clients their own login?
App sign-in and custom domains are available on Business plans and above, which is what lets each client log in and see only their own engagement. App Users is currently in beta. The configuration steps are covered in Learn.
Can different clients see different things?
Yes, that is the core of the setup. Each client gets their own workspace view containing only their records, so there is no risk of one client seeing another's scope, pricing, or notes. Your internal view sits behind the same data without being exposed.
How much work is it to keep a portal current?
Very little, because it is not a separate artifact. The portal displays the same records your delivery team already updates, so marking a deliverable accepted updates the client view immediately. There is no export, no upload, and no version number in a filename.
Can clients upload things to me?
Yes. Give them a form or an upload area for the documents, data, and approvals you need, and tie each request to the dependency record it satisfies. That turns the awkward chase for missing inputs into a visible checklist the client can work through.
Does a portal make sense for a single small engagement?
It often does, because the perception shift is immediate. A six-week project with a proper portal reads as a firm with a system, which matters when the client is deciding whether to extend. Cloning one for a new client takes minutes once you have the first version.
Can the portal answer questions on its own?
The embedded agent answers from your engagement materials, which handles the steady stream of small questions about scope, timing, and what was decided in which meeting. Anything it cannot ground in your content it routes to you rather than guessing.
What happens to the portal when the engagement ends?
You decide. Many consultants leave a read-only archive open as a lasting reference, which quietly keeps them present at the client long after the invoice cleared. Others close it and hand over an export. Either way, the underlying data is yours.
What should go on the portal home page?
Whatever answers the three questions a client asks most: where are we, what do you need from me, and when is the next thing happening. Lead with delivery status, the outstanding client actions, and the upcoming dates, and push documents and archives one level down. A portal that opens on a file list looks like storage. A portal that opens on status looks like a firm in control of the engagement, which is the impression you are actually buying. It also helps adoption: if the current status, the latest deliverable, and the answer to their question all live behind the login, and your weekly update links to it rather than attaching files, client habits change within a fortnight.
