Docsiv
PricingOur StoryCareers
Docsiv
Log inGet started
Docsiv
AI Document CreationTurn notes and briefs into polished documentsClient PortalBranded client workspaces on your domainProject ManagementRun every client engagement on one boardBrand Kits and preferenceLock fonts, colours, and tone per clientDocument AnalyticsSee who opens, reads, and signsMedia LibraryOne asset store, filtered per client
All features
AgenciesOne hub for every client accountConsultantsScoped, signed, and delivered under your nameCreative studiosBrand-led delivery across every clientStartupsPitch like a Series B from day oneSalesChase signatures, not repliesFreelancersLook bigger than a one-person shop
Solutions overview
Learn
GuideHow-to docs and product walkthroughsBlogInsights, tips, and product updatesCase StudiesAgency workflows and customer storiesCompare DocsivHow Docsiv replaces the delivery stack
Get started
MCP ConnectorUse Docsiv from Claude and ChatGPT
Book a demo
PricingOur StoryCareers
Get startedLog in

Product

  • Project Management
  • AI Document Creation
  • Client Portal
  • Brand Kits and preference
  • Document Analytics
  • Media Library
  • All Features
  • Pricing

Solutions

  • Agencies
  • Consultants
  • Creative studios
  • Startups
  • Sales
  • Freelancers

Resources

  • Blog
  • Guide
  • Case Studies
  • Our Story
  • Careers
  • Contact
  • Book a demo

Say hello!

@docs_iv@docsiv

Email

hello@docsiv.com
Docsiv - SaaS companies database

Desktop & mobile apps

Native macOS, Windows, iOS &
Android apps are in development.

macOSWindowsiOSAndroid
© 2026 Docsiv. All rights reserved.
TermsPrivacyCookiesAcceptable UseRefundsDPASubprocessorsSecurity
Guide/Search

Search the guide.

Find the steps, settings, or answer you need to keep client work moving.

12 results for “client portal”

Set up a client portalConfigure a branded client delivery space for documents, progress, media, and approvals.Branding & PortalsOrganize the media libraryOrganize reusable files and client uploads without losing their context.Documents & ExportsTroubleshoot client accessWork through link, portal, and signing access issues step by step.Security & TeamCreate a form and collect responsesBuild a fillable form, share it with clients, and review the responses.Documents & ExportsWhat is Docsiv?What Docsiv is and what kind of client work it supports.Getting StartedFree plan detailsExactly what Free includes and what remains on paid plans.Pricing & BillingPro plan detailsWhat Pro adds for branded client work, signing, and day-to-day headroom.Pricing & BillingWhite-label client portalHow paid plans support branded client delivery and portal access.Branding & PortalsSecurity and access controlsThe strongest access-control and link-protection capabilities verified in the project.Security & TeamFAQ: Can I brand the client portal and use a custom domain?What is supported for portal branding and custom domains.Branding & PortalsFAQ: Where is data stored and how is access controlled?What can be stated safely about storage and access controls.Security & TeamFAQ: Is Docsiv branding visible on the Free plan?Whether branding is visible on Free and what paid plans clean up.Pricing & Billing