Docsiv
Project ManagementRun every client engagement on one boardAI Document CreationTurn notes & briefs into polished documents with AIClient PortalBranded client workspaces on your domainBrand Kits and preferenceLock fonts, colors, and tone per clientDocument AnalyticsTrack opens, reads, and engagementMedia LibraryOne asset store, filtered per clientAll 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 shopSolutions Overview
BlogInsights, tips, and product updatesGuideHow-to docs and product walkthroughsMCP ConnectorUse Docsiv from Claude and ChatGPTCase StudiesIllustrative agency workflows and customer storiesCompare DocsivSee how Docsiv replaces the client delivery stackBook a demoA 30-minute working session on your own documents
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Six features. One hub.

All your client document work, in one place.

Docsiv puts drafting, brand kits, client delivery, and document tracking into one calm workspace. Pick a feature to learn more.

PlanDraftBrandDeliverTrack
01

Project Management

Every project, on one board.

Run each client project on a board with stages you name yourself. Tasks, deadlines, and owners sit next to the documents and files the project creates, and your client follows progress in their own portal.

  • See the same tasks as a board, a list, or a timeline
  • Set your own stages and task types per workspace or project
  • Clients can see progress, task by task
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02

AI Document Creation

From prompt to finished draft, in your client’s voice.

Studio drafts proposals, reports, slide decks, and contracts from the context and brand source you choose. Supported editors also let teammates work together live.

  • Client brand voice available for supported drafts
  • Edit right in the document, no copy and paste
  • Live co-editing and presence in supported editors
  • Twelve document types built for agency work
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03

Brand Kits

One brand kit per client. Used where it matters.

Colors, fonts, logos, and voice. Saved once per client, then available to supported document and AI workflows when selected. Portal surfaces use the workspace brand.

  • Logos, colors, fonts, and voice in one place
  • Update once, use the new settings in future work
  • Each client stays separate, no mix-ups
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04

Client Portal & Custom Branding

Your clients see your brand first.

Selected work lives in a branded client portal. Pro uses a branded Docsiv subdomain, while Agency supports a verified custom domain when configured.

  • Custom domain on the Agency plan
  • Branded login, documents, and emails
  • Separate clients, one click to remove access
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05

Document Analytics

See who read it. And for how long.

Shared document links can report views, unique viewers, reading time, and time to first open. Exported attachments are not tracked after they leave Docsiv.

  • Views, unique viewers, and time to open
  • Each document logs every open
  • Anonymous viewers stay anonymous
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06

Media Library

Every file, filtered by client.

One home for every image, video, and file your agency uses. Tie files to a client, sort them into folders, create images with AI, and share them straight to the branded portal.

  • Filter the whole library by client
  • Shared with the client portal, clients stay separate
  • Create and edit images with AI, built in
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One hub, not five tools

Each feature works alone. They’re built to work together.

A project holds the work. Brand kits shape the AI drafts it creates. The drafts go out through your branded portal. Analytics show you what got read. No copy and paste between tools, and nothing lost between people.

  1. 01Plan
  2. 02Draft
  3. 03Brand
  4. 04Deliver
  5. 05Track

Everything your agency sends, in one place.

AI documents, brand kits, and client portals working together under your brand.

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