Definition: An AI client portal is a private, branded space where each client logs in to see their own projects, files, and progress. With Taskade Genesis you describe the portal in plain English and get a working version with logins, a custom domain, and updates that keep themselves current.
You already run a version of this today. It lives in shared folders, a thread of "any update?" emails, and a spreadsheet only you understand. A client portal moves all of that into one place your clients can open themselves, so the question they used to email you answers itself on screen.
TL;DR: A client portal gives each client a private login to see their own projects, files, and status. Taskade Genesis builds one from a single prompt, with built-in email logins (GenesisAuth) and a custom domain on Business plans and up. Over 150,000+ apps have been built this way.
What Is an AI Client Portal?
An AI client portal is a secure space where each client signs in and sees only their own work: active projects, shared documents, milestones, and messages. The operator manages everything from one view, and the client sees a clean, branded slice. Taskade Genesis builds the whole thing from a plain-English prompt, no code and no setup.
The difference from a shared folder or a status email is ownership. The portal is the single source of truth. When you mark a deliverable done or upload a file, the client's view reflects it the moment they open the page. Nobody re-types a status, and nobody waits on a reply to know where things stand.
How Does a Client Portal Work?
A client opens your portal link, signs in with their email, and lands on a space scoped to them alone. Behind that login, connected projects hold the data, Taskade EVE keeps the layout sensible, and reliable automation workflows send the update emails. The flow below shows what happens from the client's click to the screen they see.
The portal updates itself because the data and the display are the same thing. You are not maintaining a status page on the side. You run the work, and the client view is a window onto it.
Who Sees What
A good client portal shows three people three different things from the same underlying data. The operator runs everything, the client sees a private slice, and the login layer decides who gets in. The table maps the three roles so you can picture the boundaries before you build.
| Role | What they see | What they can do |
|---|---|---|
| Operator (you) | Every client space, cross-client progress, files, and team assignments | Build and brand the portal, update projects, manage who has access |
| Client (logged in) | Their own projects, documents, milestones, and message history only | Track status, download files, send messages, approve deliverables |
| Anyone without a login | A sign-in screen, or an optional password gate | Nothing until they sign in with an approved email |
Access is handled by GenesisAuth, the built-in email sign-in. Clients log in with their email address. No accounts to provision, no separate tool to wire up. For an extra layer you can add password protection, and on Business plans and up you can serve the portal from your own custom domain with automatic SSL.
What You Can Build Into a Portal
The portal carries the everyday surfaces clients ask for: a place to see progress, a place to find files, and a place to talk to you. Each one is a normal part of the app, not a bolt-on.
┌─────────────────────────────────────────────────┐
│ ACME CO. CLIENT PORTAL Hi, Jordan ▾ │
├─────────────────────────────────────────────────┤
│ PROJECTS FILES MESSAGES │
│ ▸ Website redesign ▸ Brand kit ● 2 new │
│ ████████░░ 80% ▸ Contract.pdf │
│ ▸ Q3 campaign ▸ Invoice #214 │
│ ███░░░░░░░ 30% │
├─────────────────────────────────────────────────┤
│ NEXT MILESTONE Homepage review · due Fri │
│ [ Approve deliverable ] [ Request a call ] │
└─────────────────────────────────────────────────┘
- Project tracking in any of 7 project views: List, Board, Calendar, Table, Mind Map, Gantt, and Org Chart, so progress reads the way the work actually flows.
- File sharing with upload, download, and a clear home for contracts, deliverables, and invoices.
- Messaging and comments so questions and approvals stay attached to the project, not buried in an inbox.
- Automatic updates through reliable automation workflows: an email when a milestone ships, a nudge when an approval is pending.
Portal Types
Most operators build one of four portal shapes. Each is the same engine pointed at a different relationship.
Project portals. Track deliverables, timelines, and approvals for active engagements.
Support portals. Let clients submit tickets, follow resolution, and read a knowledge base.
Account portals. Surface invoices, plan details, and account information in one place.
Onboarding portals. Walk a new client through tasks, document uploads, and a clear "you're set up" finish line.
Example Portal Prompts
You describe the portal the way you would explain it to a new hire. Taskade Genesis reads the prompt and assembles the projects, the logins, and the layout.
Agency client portal. "Create a client portal for my marketing agency. Each client sees their projects, can approve deliverables, view invoices, and message our team. Send an email notification when a deliverable is ready."
Consultant portal. "Build a portal for my consulting clients. They can see project status, open shared documents, request a call, and read session notes."
Service portal. "Make a customer portal for my home services business. Clients see upcoming appointments, past service history, request new work, and view invoices."
Each prompt produces a live app you can refine in conversation. Want a different home screen, an extra status, or a branded color? Ask, and Taskade EVE reshapes it. The meta-agent orchestrates the build with 34 built-in tools and routes the work across 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers automatically.
Frequently Asked Questions
Do clients need a Taskade account to log in?
No. Clients sign in with their own email address through GenesisAuth, the built-in login layer. There is no account to provision and no extra tool to connect. You decide which emails get access, and each client sees only their own space.
Can I put the portal on my own domain?
Yes, on Business plans and up. Custom domains let you serve the portal from your own address with automatic SSL, so clients see your brand the whole way through. On lower tiers the portal still works on a Taskade URL.
How does the portal stay up to date?
The portal and the work are the same data. When you update a project, the client's view reflects it the next time they open the page. Reliable automation workflows handle the outbound side, sending an email when a milestone ships or an approval is waiting.
Can different clients see different things?
Yes. Each client logs in and lands on a space scoped to them alone. They see their own projects, files, and messages, never another client's. The operator sees every space from a single view to manage the whole book of business.
How much does it cost to build one?
You can start on the free plan. Built-in email logins are included, password protection is available, and custom domains are part of Business ($25/mo) and up. Pricing runs Free, Pro $10/mo (Popular), Business $25/mo, Max $100/mo, and Enterprise $250/mo, all billed annually.
What if I need to change the layout later?
Describe the change in plain English. Taskade EVE reshapes the portal in conversation, the same way it built the first version. You are never editing code or rebuilding from scratch.
Build Your Client Portal
A client portal is the cleanest version of work you are already doing in folders, email, and a spreadsheet. In Taskade Genesis it becomes a Client/Member Portal: a branded space where each client logs in with their email, sees their own projects and files, and watches progress update on its own. You build it from one prompt and run it from a single operator view. Behind the login, connected projects hold the data and automations send the updates, so the "any news?" email stops arriving because the answer is already on screen.
Browse real portals in the Community Gallery, then describe yours in Taskade Genesis and watch it come to life.
Related pages: Living Portals · Custom Domains · GenesisAuth Logins · App Users · App Publishing · App Builder · Build a Customer Portal (Learn)