A working agency client portal — live project status, file deliverables, and approval flows — in minutes, not weeks. Clone this Taskade Genesis app and your first client is onboarded the same day: they open one branded link, see exactly their project, and approve or comment without an email thread.
The live demo above is the real app. Click "Use this app" to own a running copy in your workspace, already wired with a relational data table, embedded AI agents, and automations ready to run.
What makes this different from a static template
Static templates are blank starting points you fill in. The Client Portal app powered by Taskade Genesis is a living workspace: one prompt generated the data model, the 7 project views, the embedded agents, and the automations together. You clone a finished, working system — not a skeleton.
Workspace DNA runs the whole loop:
- Memory — every brief, asset, and approval lives in a relational database linked to each client record via the Relationship field (clients connected to projects, projects connected to tasks and files).
- Intelligence — an embedded AI agent with 33 built-in tools drafts weekly status summaries, answers client questions from your guide, and flags overdue approvals — autonomously, not on request.
- Execution — built-in reliable automations fire when a milestone flips: client gets notified, next phase unlocks, your team gets a Slack ping. No Zapier, no quota.
Everything in one portal
- Switch between 7 views on one dataset: Board for the delivery pipeline, Table for the asset library, Calendar for review dates, Org Chart for team structure — the same data, every layout
- GenesisAuth client logins (Business plan and up): each client signs into their own view and sees only their project — no shared passwords, no accidental cross-client exposure
- 100+ bidirectional integrations: pull files from Drive and Gmail in, push updates out to Slack or Notion — triggers pull events in, actions push data out
- Clone-and-own: the app, its agents, and its data are yours — invite the whole team with no per-seat tax
Common questions
Can each client only see their own project?
Yes. With GenesisAuth client logins (Business plan and up), each client authenticates and sees only their own portal. The 7-tier role system (Owner through Viewer) gives you fine-grained control over who sees what inside each project.
Does this replace a whole project management tool?
For client-facing delivery: yes. The portal gives clients their own window into your work. For internal delivery, pair it with the agency operations templates and CRM templates so the full pipeline — prospect to delivery to renewal — lives in one workspace.
How do I try it before committing?
The live embed above is the real running app. Click "Use this app" to clone it into your workspace in one click. Browse working portal examples in the Community Gallery or generate a custom portal from a prompt to start from your own brief.
Pair with client onboarding, testimonial collection, and the freelancer portal. Learn more about building with Taskade Genesis.