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
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Every client project, on one board.

Not a one-size-fits-all tracker tacked onto your client work. Projects in Docsiv sit next to the documents, the brand kit, and the portal they belong to, with stages you name yourself and progress your client can follow.

Start for free What it does

Built for the way agencies deliver.

Client work does not fit someone else’s default workflow. Shape the stages around each project, then decide exactly how much of it the client gets to see.

Stages · this project
Discovery
Design
Build
Client review
Shipped Done
Add stage

Your stages, not ours

Rename, recolor, and reorder every stage. Set defaults for the whole workspace, then change them on the one project that works differently.

WeekSep 8 to Sep 14
MTWTFSS
Homepage hero
Checkout rewrite
Pricing copy
Brand guidelines

Board, list, or timeline

The same tasks, three ways. Drag cards between stages, group them in a list, or lay start and due dates across the week to spot busy weeks early.

portal.riverline.co/projects
RWebsite relaunch44%
Approve the homepage direction
Send brand photography
Sign off on pricing copy
Only tasks you mark visible are shared.

Progress the client can see

Share a project to their branded portal with a live progress bar. Only the tasks you mark visible show up there. Internal work stays internal.

One set of tasks. Three ways to see them.

Switch layouts without switching tools. The board is for moving work, the list is for scanning it, and the timeline is for spotting the week when everything is due at once.

Board

One column per stage, drag cards to move them. Each card shows priority, type, owners, dates, and attachment counts at a glance.

List

Every task grouped by stage in one easy-to-scan table. Best when the board holds more work than fits on one screen.

Timeline

Start and due dates laid out across a week or a month. Work that runs past the end of a week shows on both weeks, never cut off.

A task that holds the whole conversation.

Open a card and everything about that piece of work is in one panel: who owns it, when it is due, what is attached to it, and every comment and change since it was created.

  • Priority, task type, more than one owner, start and due dates, day estimates, and tags.
  • A Markdown description, file attachments, and linked Docsiv documents right on the task.
  • Comments with @mentions that notify the right person, plus a full history of every change.
  • A portal switch on each task, so the client sees the milestones and not the mess.
Website relaunch / In ProgressSaved
Rebuild the homepage hero
Status In Progress
AssigneesJDAKJamie D., Alex K.
Priority Urgent
Type Design
DatesSep 8 → Sep 12
Estimate3 days
Tagsheroabove-fold
Portal Visible to Riverline
Description
Comments 4Activity

Describe the project. Get the plan.

Starting a project should not mean starting from an empty board. Tell the AI what you sold and when it is due, and it drafts the brief, the phases, and the tasks with owners and dates already filled in.

  • Reads your real board, so every task lands on a stage and type that exists.
  • Suggests owners from your real team, and flags the tasks nobody owns yet.
  • Arrives as a card you can edit. Nothing is created in your workspace until you approve it.
Plan the Riverline website relaunch, six weeks
Website relaunchRiverlineSep 8 → Oct 17
Discovery workshopDiscoveryStrategyAK
Sitemap + wireframesDesignDesignJD
Homepage buildBuildDevelopmentRT
Copy pass, all pagesBuildContentSM
+ 14 more tasks
2 tasks have no owner yetEdit planCreate project

Everything a client project needs.

Not a simple checklist. A real board with stages, owners, deadlines, comments, and the client documents attached to the work that produced them.

One project, everything in it

Tasks, documents, and media on three tabs. Attach existing files or create a new doc, sheet, deck, or form inside the project.

Tasks with real fields

Priority, type, owners, start and due dates, day estimates, and tags. Edits save automatically as you make them, and undo themselves if a save fails.

Assign the whole team

More than one owner per task, each notified when assigned. Comments with @mentions reach the right person without a trip to Slack.

Client-portal progress

Share a project to the branded client portal. Agency supports a verified custom domain; Pro uses a branded Docsiv subdomain. Clients follow progress and can check off tasks you share with them.

Reminders that send themselves

Every owner gets a daily reminder for each task that is due or overdue. Finished tasks and archived projects stay quiet.

AI that drafts the plan

Describe the project, get a full task list with phases, stages, priorities, and owners. Review it, edit it, then create it.

3 viewsBoard, list, timeline
Your stagesPer workspace or project
In the portalProgress clients follow
AI plannedYou approve every plan

Questions about projects.

A project keeps one piece of client work in one place: the task board, the documents you make for it, and the media it uses. Link it to a client and it can show up in that client’s branded portal. Leave the client blank and it stays an internal project.

Stronger with the rest of the hub.

Projects sit next to the documents they produce, the files they use, and the portal where clients see them.

AI Document Creation

Turn a project brief into the proposal, report, or deck the project actually needs.

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Client Portal

Project progress shows up in the same branded portal as shared documents. The portal domain path depends on the plan and configuration.

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Media Library

Attach files that belong to that client to a project without leaving the board.

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Every project, tracked where the work already lives.

Boards, deadlines, and progress your clients can see, in the same hub as your documents and portals.

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