What is a client portal?

A client portal is a shared, secure workspace where you and your clients see the same information — project status, deliverables, messages, files, and next steps — without chasing each other over email. The best portals feel like a private dashboard your client actually wants to open. Most client portal tools hand you a static template and send you off to build something yourself. Taskade Genesis is different: describe the portal you need in plain English and you get a fully working app — relational data, multiple views, embedded AI agents, and two-way integrations — ready before your next client call.

Why Taskade Genesis for client portals?

Clone a live app, not a blank template. Every template below is a real, running Taskade Genesis app. Open it, see it work, clone it into your workspace in one click — your portal is live before you've written a single line of anything. One prompt builds the whole thing. Describe your portal in plain English. Taskade Genesis generates the structure, the views, the AI agents, and the automations. Non-technical builders ship in minutes, not weeks. Multiple views, one data set. Switch between List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart without duplicating data. Show your client the Board; run your own work in Gantt — same project, different lenses. AI agents do the follow-up work. Built-in agents with built-in tools and persistent memory can draft status updates, answer client questions, summarise meetings, and trigger next steps automatically — so you stop being the bottleneck. Clients get their own secure login. Custom domains and client logins (Business plan and above) mean your portal looks like your brand, not a third-party tool. Clients see only what you share. You control everything. 100+ two-way integrations keep data fresh. Connect your CRM, invoicing, Slack, Google Drive, and more. Triggers pull events in; actions push updates out. Your portal stays current without manual copy-paste.

Freelancers and consultants who want one professional link to send every new client instead of a wall of email attachments. Agencies running multiple client projects who need per-client workspaces that look polished and stay organised without extra admin overhead. Small service businesses — accountants, coaches, designers — that need clients to upload files, approve deliverables, and see progress without back-and-forth messages. Operations and account managers who want automated status updates and AI-drafted summaries so every client always feels informed. Non-technical builders (like David) who need a working portal this week, not a development project that runs for months.

Describe your portal. Type what you need in plain English — "a client portal for a marketing agency with project tracking, file delivery, and a weekly status section." Taskade Genesis builds the structure. Browse or clone a template below. Each template is a live app. Open it, explore all views, then hit Clone to copy it into your workspace instantly. Add your data and branding. Replace sample content with real client information. Use the Relationship field to link projects, contacts, and deliverables so everything connects. Invite your client. Share a link or set up a custom domain with client logins (Business+). Set permissions so each client sees only their own workspace. Let the AI agents handle the routine work. Assign agents to draft weekly updates, flag overdue tasks, or answer client questions — then focus on the work that actually needs you. Ready to build? Explore AI Apps to see what Taskade Genesis can generate, browse the Community Gallery for live examples built by real teams, or dive into Automations to connect your portal to the tools you already use. For a deeper look at how agents power the work inside your portal, visit Custom Agents and Automations Execution.

Client Portal Templates - Taskade Genesis

IntakeQ Alternative Clinic Intake Template

Clinic intake board. Not an EHR. Clone a live Taskade Genesis kit.

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Client Status Portal Template

Publish a branded client portal showing live project status, files, approvals, and open items, so status emails answer themselves. Free to clone in Taskade.

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Seller Prep Portal Template

Clone a seller prep portal template. No IDX or MLS claims.

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Buyer Closing Portal Template

Clone a buyer closing portal template. Not IDX or eSign.

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🔑 AI Client Portal Templates

IntakeQ Alternative Clinic Intake Template

Client Status Portal Template

Seller Prep Portal Template

Buyer Closing Portal Template

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