Your clients never see Docsiv.

Q: Can I use my own custom domain?

Yes on the Agency plan with a full custom domain (portal.youragency.com). Pro plan uses a branded subdomain (youragency.docsiv.com). Both are fully branded as yours.

Q: What does the client see, is there any Docsiv branding?

None. No logo, no "powered by" footer, no mention of Docsiv in emails or URLs. Clients see your agency, full stop.

Q: How are clients kept separate from each other?

Every client has an isolated workspace with its own documents, brand kit, media library, and access controls. A client user can only ever see their own portal, they don't know other clients exist.

Q: What happens when an engagement ends?

Revoke portal access in one click. The client loses access immediately. Documents stay in your workspace, archived and searchable for your team.

Q: Can clients sign contracts inside the portal?

Yes. E-signature is built in with a full audit trail. No DocuSign or third-party integration required.

Q: Can clients approve documents or request changes?

Yes. On any document you share for review, the client can approve in one click or request changes with a note. Your team is notified instantly, and the latest decision shows on the document.

Q: Can clients get answers without emailing me?

Two ways. Every document has a built-in AI that has read it, so clients can ask questions and get answers in context. And the portal has a support inbox for threaded messages and attachments with your team.

Q: Is the portal secure?

SSL encrypted and hosted on secure infrastructure. Access is invite-only with email-and-password or magic-link sign-in, role-based permissions per person, and one-click revoke. Every client is isolated in their own workspace.

Q: Can I preview the portal before I send it to a client?

Yes. Every portal has a preview mode so you can check branding, layout, and access before the client sees it.

Every deliverable lives in a branded portal on your own domain. Your logo, your colors, your experience. Docsiv stays invisible. The work stays yours.

See a live portal

portal.atlasstudio.com

Tuesday, June 16

Good morning, Sarah

Here’s what’s happening for Meridian with Atlas Studio.

24Documentsshared with you

1Pending signatureneeds your action

6Signedagreements on file

2Supportopen threads

Action requiredView all

Master Service AgreementFrom Atlas Studio · sent 2h agoSign now

Recent documentsView all 24

Q3 Campaign Proposal 2h ago

Master Service Agreement Apr 18Signed

Q2 Performance Report Apr 02

One workspace for your team. One portal for every client.

Your team works in Docsiv. Every client gets a polished portal on your domain with their documents, brand kit, media, support, approvals, and signatures in one place.

Custom domainNo Docsiv brandingClient documentsMedia librarySupport inboxSigning

Your team works here

app.docsiv.com

MSMeridian StudioBrand & creative · 24 documentsSend portal invite

MSSpring Campaign

Spring Campaign ProposalProposal · Meridian Studio

TodayOpenS

March Performance ReportReport · Meridian Studio

YesterdayOpenS

$4,200

Invoice INV-000412Invoice · Meridian Studio

TodayDraftS

Master Service AgreementAgreement · Meridian Studio

Apr 11SignedS

Your client sees this

portal.yourbrand.com

Your brand/Meridian Studio

Good morningWelcome back, JamieHere’s what’s happening for Meridian Studio with Your brand.Y

24Documentsshared with you

1Pending signatureneeds your action

6Signedagreements on file

2Supportopen threads

Action required

Master Service AgreementFrom Sarah · sent 2h agoReview & sign

Recent activity

Spring Campaign ProposalDocument updated · 1 hour ago

March Performance ReportShared with you · yesterday

Experience the full workspaceSet up your brand once. Every client portal follows.

Every surface, branded end-to-end.

Clients log in, read proposals, sign contracts, and get email notifications, all inside your brand, never ours.

portal.meridianstudio.com

CNAMEportal→cname.docsiv.com

SSL Verified Live

Custom domain.

Clients visit portal.youragency.com or your own domain. SSL handled automatically. No Docsiv URLs anywhere.

Branded login page.

Your logo, your colors, your welcome message. First impression matches the rest of your brand.

MeridianQ3 Campaign Proposal

Proposal

Q3 Campaign

Branded documents.

No Docsiv watermark. No “powered by” footer. Clients see the document, not the platform.

Atlas Studio <hello@atlasstudio.com>Your Q3 proposal is ready to review

The Atlas Studio team

1 document attached

Email from your domain.

Notifications go out from hello@youragency.com, signed with your team, styled in your brand.

Full custom domain (portal.acmeagency.com) on the Agency plan. Subdomain (agency.docsiv.com) on Pro.

Everything your client needs, nothing they don’t.

No training, no onboarding call. Clients log in and immediately understand what’s in front of them.

Approach

Read it right in the browser.

Proposals, decks, and reports open in-browser, nothing to download. Comments thread right next to the content.

Q3 Campaign Proposal

Your review

Approve Request changes

Atlas Studio is notified the moment you respond.

Approve or request changes.

One click to approve, or send it back with a note. Your team is notified the moment they respond.

Signatures

Sarah LinMeridian

Signed · 2:14 PM Audit trail

Sign agreements inline.

E-signature built in, with a full audit trail. No DocuSign round-trip, no third-party login.

Ask this document

What’s the total, and when is it billed?
$12,480 total, billed monthly across three milestones starting in July.
From “Pricing & Timeline”

Ask anything about this document

Ask the AI about any document.

Every document ships with an AI that has read it. Clients get answers in context, without emailing you.

Support · 2 open threads

SL
Could you resend the signed agreement as a PDF?
Sarah · Meridian
Sent, it’s attached above. Anything else?
Atlas Studio

Message your team.

A support inbox lives inside the portal. Threaded messages and attachments, nothing lost to email.

All deliverables

Q3 Campaign ProposalSent Apr 24
New
Master Services AgreementSigned Apr 18
Signed
Q2 Performance ReportApr 02
Creative BriefMar 28

Everything in one place.

Proposals, contracts, reports, invoices, and their media library, chronological and searchable.

Every client, in their own room.

Clients never see each other. Each portal has its own brand kit, its own documents, its own media, its own access rules. Meridian’s team can’t see Riverline’s proposal, even by accident. Ever.

portal.meridianstudio.com

Meridian

Proposal · Q3 Campaign

Meridian workspace

workspace.riverline.co

Riverline

Contract · MSA

Riverline workspace

docs.fieldhousehq.com

Fieldhouse

Report · Q1 Review

Fieldhouse workspace

One brand kit per client, isolated and enforced.
Client users can't see other clients' documents, names, or existence.
Access revoked instantly when an engagement ends.

Invite who you want, at the level you want.

Send portal invites by email. Each person signs in with a magic link or their own password, gets exactly the role you choose, and only ever sees what you share. Revoke access in one click when an engagement ends.

Per-person roles: view, comment, or sign.
Magic-link or email-and-password sign-in.
Clients approve or request changes in one click.
Revoke access instantly when an engagement ends.

Share this portal

Meridian · Q3 Campaign workspace

Private

name@meridianstudio.comViewer

SLsarah@meridianstudio.com Signer
MTmarcus@meridianstudio.com Commenter
DKdevon@meridianstudio.com Viewer

Password protection

Link expiresJun 30, 2026

Set it up in ten minutes, not ten days.

Connect a domain, drop in a brand kit, preview the result. Three steps, no engineering team required.

portal.youragency.comVerified

CNAMEportalcname.docsiv.app

TXT_docsivverify=ok

SSL renewed automatically

No developers required.

Add a CNAME and TXT record. Docsiv verifies the domain, provisions SSL, and renews it for you. No DevOps tickets.

Meridian StudioQuiet, confident voice

Riverline Co.Direct, warm voice

Fieldhouse HQAnalytical voice

One brand kit per client.

Logo, colors, typography, and voice in one place per client. Every portal, document, and AI draft pulls from the same kit.

PreviewEdit

Meridian portal

Hidden from clients until you publish

Preview before you publish.

Open any portal in preview mode to check branding, layout, and access. Confidence before the client ever logs in.

Questions agencies ask about the portal.

Does my client need to install anything?

No. The portal runs in any browser. Clients get an email invite with a login link. Works on desktop and mobile.

Can I use my own custom domain?

What does the client see, is there any Docsiv branding?

How are clients kept separate from each other?

What happens when an engagement ends?

Can clients sign contracts inside the portal?

Can clients approve documents or request changes?

Can clients get answers without emailing me?

Is the portal secure?

Can I preview the portal before I send it to a client?

Your domainNot docsiv.com

InvisibleDocsiv stays hidden

BrandedLogin to email

1-clickRevoke access

Stronger with the rest of the hub.

The portal is how clients see the work. Here’s what powers it on your side.

AI Document Creation

Drafts in each client’s voice, ready to ship inside the portal.

Learn more

Brand Kits

Per-client colors, typography, logos, and voice. The foundation of every portal.

Learn more

Document Analytics

Track what clients actually read, return to, and stop on. Engagement data, not guesses.

Learn more

Give every client a portal they'll love.

Deliver your work through a branded portal on your own domain.