Stop drowning in one-off client emails. Taskade Genesis turns a single prompt into a live consulting portal — complete with project views, a relational deliverables tracker, and an embedded AI agent that fields client questions 24/7.
What Is a Consulting Client Portal?
A consulting client portal is a private, branded workspace where clients see project progress, access deliverables, submit feedback, and communicate with your team — all in one place. Taskade Genesis builds one instantly from a prompt, no developer needed.
Why Use a Consulting Client Portal?
Consulting engagements fall apart when clients can't see what's happening. A dedicated portal fixes that.
- Real-time visibility: Clients track milestones on a Board view without asking for updates.
- Deliverables library: Relationship fields link every document to its phase and owner.
- Always-on AI support: An embedded agent handles FAQs and status queries using persistent memory.
- Custom login: clients sign in with their own credentials on every plan; Business+ plans put that on your own domain.
- Two-way integrations: Pull Slack messages and push updates to Google Drive via 100+ integrations.
Who Should Use a Consulting Client Portal?
- Strategy consultants managing multi-phase transformation projects.
- IT consultants tracking tickets, deliverables, and sign-off stages.
- Management consultancies with multiple client accounts running simultaneously.
- Boutique advisory firms wanting enterprise-grade client experience without enterprise budgets.
- Solo consultants who want to look bigger than a spreadsheet.
How To Build a Consulting Client Portal?
- Click Use Template to clone the portal into your Taskade workspace in about 10 seconds.
- Rename the workspace with your client's name and connect your custom domain (Business+).
- Add project phases, link deliverables via the Relationship field, and assign owners.
- Enable the AI agent under /learn/agents/custom-agents to handle incoming client questions.
- Share the portal link — clients log in, browse multiple project views, and always know where things stand.
Explore more ready-to-run apps at /apps, automate handoffs at /automate, or browse the full catalog at /templates.