Stop chasing attachments across five email threads. Taskade Genesis builds a live document-collection portal from a single prompt — a branded checklist your client fills out, an AI agent that chases missing files, and a structured database that keeps every submission in its right place.
What Is a Client Document Collection Portal?
A client document collection portal is a shared workspace where new clients upload required files, sign off on checklists, and track their own submission progress — while your team sees a real-time status board without manual follow-up.
Why Use a Client Document Collection Portal?
Email attachment chains create version confusion, missed deadlines, and compliance risk. A structured portal eliminates all three.
- Centralized intake: every file and form response lands in a linked database via the Relationship field connecting client records to documents
- Automated reminders: reliable automations send daily nudges until all required items are submitted
- AI review summaries: an embedded agent flags incomplete submissions and drafts a polite follow-up in seconds
- Custom client login: client-specific logins work on every plan, and Pro+ workspaces put them on your own domain so submissions feel professional
- Board view progress: see every client's status at a glance — Not Started, In Progress, Complete — without opening individual records
Who Should Use a Client Document Collection Portal?
- Accounting and legal firms gathering KYC or compliance documents
- Mortgage brokers and financial advisors collecting application packages
- Creative agencies onboarding new retainer clients with contract and brand-asset intake
- HR teams running new-hire paperwork digitally
- Consultants who need a repeatable, professional intake experience
How To Set Up a Client Document Collection Portal?
- Hit Use Template to clone the portal from Taskade Genesis — it is live in your workspace in under 10 seconds.
- Customize the document checklist for your specific requirements in the Board view.
- Share the branded intake link with your new client — they can fill it out without a Taskade account.
- Activate the automation rule that pings incomplete clients every 48 h via email or Slack through the integrations panel.
- Let the AI agent review each completed submission and flag anything that needs your attention.
Explore related intake workflows in the community gallery or browse all templates.