The hub for agencies running 10+ clients at once.

Every proposal, report, contract, and deck can be drafted from the context and brand source you choose, delivered through a branded portal, and connected to its project. One workspace for your team. A scoped portal view for each client.

Docsiv
Workspace
Meridian
RETAINER
Riverline
Q3 CAMPAIGN
Fieldhouse
ACTIVE
Northwind
ONBOARDING
Beacon Co.
SOW
Arclight
REPORTING

You're not running an agency. You're running nine tools.

Google Docs for proposals. Canva for decks. DocuSign for contracts. PandaDoc for quotes. Notion for briefs. Dropbox for files. Loom for recaps. Nine subscriptions to send one client document, and every client still sees a slightly different version of your brand.

Every supported document, with the right brand source.

Three things that change when an agency moves all its documents into one hub.

Docsiv
Brand kits
MeridianRiverlineFieldhouse+
Palette
4 tokens
Typography
MeridianPlus Jakarta Sans · Display
Voice notes
Direct. Plainspoken. No filler.
Studio context
  • Read 12 past Meridian docs
  • Indexed brand voice and CTAs
  • Synced portal messages
portal.youragency.com Live for Meridian

A brand kit per client that applies itself.

Colors, fonts, logos, and voice are saved per client and can guide supported drafts when that client brand source is selected. Your team keeps control of the agency-versus-client brand choice.

Branded portals with a clear domain path.

Clients use a branded portal. Pro uses a branded Docsiv subdomain, while Agency supports a verified custom domain when configured. Selected documents can use the appropriate brand source.

AI that already knows the client.

Studio can use the selected client context, past documents, and relevant portal messages before it writes. Review the draft and confirm the brand source before delivery.

Same hub for ten clients. Each one sees the agency-branded portal and only the work you share, while client brand kits can be selected for supported client-owned documents. Your team stops re-styling documents and starts sending them.

Every document agencies actually send.

01Campaign proposals
02Performance reports
03Creative briefs
04Retainer contracts
05Pitch decks
06Statements of work
07Media plans
08Client status updates

Questions agencies ask.

Pro plan covers up to 10 clients. Agency plan is unlimited. Each client has its own brand kit, portal, and document library, fully isolated from the others.

Built for the way your team delivers.

Run every client project from one calm workspace under your brand.