A polished, professional client portal — one link per client, live progress, shared files, and invoice status — cloned and live in minutes. No more chasing approvals over email. No more "can you resend that PDF." Clone the Freelancer Project Portal from Taskade Genesis and send your first branded link the same afternoon.
The live app above is the real thing. Click "Use this app" to own a running copy: a working portal backed by a relational data table, with embedded AI agents and automations already configured.
A living workspace, not a status doc
A PDF status report is a snapshot. This portal is a living workspace. Workspace DNA keeps it self-reinforcing:
- Memory — every project milestone, deliverable, and conversation lives in a relational database. The Relationship field links client records to their projects, projects to tasks, tasks to files — so nothing is ever "in a different place."
- Intelligence — an embedded AI agent with 33 built-in tools reads your task list and writes the client update in plain English. No more translating internal work-speak into client-friendly summaries.
- Execution — built-in reliable automations trigger client nudges when an approval is needed or a deadline passes. They run on schedule without reminders or manual sends.
Every view your clients need, on one dataset
- List for the deliverable checklist — clients see what's coming
- Board for the work-in-progress lane — visual status at a glance
- Calendar for deadlines — no more date confusion
- Table for the file library — link, version, status in one row
Add GenesisAuth client logins (Business plan and up) so every client sees only their portal — no awkward shared workspace moments.
Built to scale as your practice grows
- 100+ bidirectional integrations: pull invoices from Stripe in, push file links from Drive, notify via Slack when a deliverable ships — triggers pull events in, actions push data out
- Clone-and-own: the app and its agents belong to you — invite as many collaborators as you want with no per-seat tax
- 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers power the AI agent, with auto model routing — no config required
The Community Gallery has 150,000+ cloneable apps to browse for inspiration. Pair this portal with the invoice tracker so payment status lives next to the work, and the client onboarding template for a smooth project start.
Common questions
Is this just a Notion template I fill in?
No. This is a live Taskade Genesis app with a relational database, embedded autonomous agents, and automations. You clone a running system, not a blank document. See the difference between a template and a Genesis app.
Can I customize the branding?
Yes — add your logo, colors, and domain. With custom domains (Business plan and up) clients open portal.youragency.com, not a generic link.
What if I have 10 clients? Do I clone 10 portals?
You can run all clients from one cloned app using the Relationship field — each client gets their own record and sees only their data via role permissions. Or clone one portal per client for full isolation. Either approach works.
Explore consulting templates, the Proposal Builder, or generate a custom freelancer portal from your own brief.