AI Template Designer
Describe your process and review the template AI proposes. Confirm the phases, tasks and settings before applying it.
Give every client a clear onboarding plan
Branded onboarding portals with AI-generated templates and 10 task types
MSP team view
Build reusable templates, launch branded onboarding portals and track tasks, documents and approvals. Use AI to draft the structure, then review it before launch.
Used by MSPs including
What changes for your clients
The problem
Onboarding lives in a shared spreadsheet that no one updates, so tasks get missed
In MSPortal
A structured, multi-phase portal where every task has an owner, due date, and completion evidence
The outcome: Every step has an owner and a due date, and both sides can see it
The problem
Building an onboarding plan from scratch for every new client takes hours of repetitive work
In MSPortal
Describe your process and review an AI-generated proposal for a reusable onboarding template
The outcome: Start the next client portal from a reviewed template, then adapt its tasks and dates
The problem
Clients send passwords and credentials over email, creating security risks and compliance gaps
In MSPortal
Encrypted credential handoff with controlled reveal access and retention settings
The outcome: Credentials can be exchanged through the onboarding workflow instead of email or chat
The problem
Clients have no visibility into onboarding progress and constantly ask 'where are we at?'
In MSPortal
A branded client portal with progress bars, task status, and upcoming milestones
The outcome: Clients check their own progress on demand instead of waiting for a status update email
“MSPortal has been a great fit for Digacore because it feels like it was built around how we actually work. The team has taken the time to understand our clients, our workflows, and the little details that matter to us, then helped shape the portal around that. One of the biggest things we appreciate is how fast they move. When we have feedback, need a workflow adjusted, or want to see a new integration added, it actually gets listened to and acted on quickly. MSPortal has helped us give our clients a cleaner, easier, and more connected experience.”
What's included
Client view
10 task types
Standard tasks, document uploads, digital signatures, credential handoffs, secure file drops, meetings, training, surveys, approvals, and checklists.
MSP team view
Secure credential handoff
Encrypted credential exchange with controlled reveal access, retention settings, and activity logging.
Branded client portal
Clients access their onboarding portal with your logo, colors, and welcome message. No account creation required.
Task dependencies & due dates
Set task dependencies so steps unlock in the right order. Smart due dates calculate relative to phase start, portal start, or predecessor completion.
Progress tracking
Progress bars per phase, an activity feed and task completion show both sides where things stand.
At a glance
- Review AI-generated onboarding template proposals
- Choose task types suited to your onboarding process
- Encrypted credential handoff with controlled access
- Branded client portal with no account creation required
What task types are supported in onboarding portals?
MSPortal supports 10 task types: standard tasks, document uploads, digital signatures, credential handoffs, secure file drops, meetings, training, surveys/forms, approvals, and checklists. Each type has its own completion workflow and evidence collection.
How does the AI Template Designer work?
Describe your process in the AI template designer. Review the proposed changes and edit the phases, tasks and settings before applying the template and launching a client portal.
Do clients need to create an account to access their portal?
An invitation lets a contact verify the invited email and enter an active onboarding workspace without first creating a regular portal account. Linked users can also return through Your onboarding after signing in.
How secure is the credential handoff feature?
Credentials are encrypted before storage, reveal access is controlled, and relevant activity is logged. Contact MSPortal for current details about key management, retention settings, and session expiry.
Can I reuse templates across multiple clients?
Yes. Templates are designed to be reusable. Create a template once, then launch portals for any company from that template. Each portal instance is independent, so you can customize tasks and timelines per client without affecting the master template.
Explore related features
Launch your first onboarding portal in minutes
See a reviewed template become the branded portal your new client works through.