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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Every client document. 
One hub. Your brand.

AI writes the first draft. Your selected brand context helps it look right. Your client opens it through the domain path your plan supports.

Start with AI

How it works

From prompt to a reviewed, shareable draft.

Start anywhere

Drop in notes, PDFs, links, or a quick voice memo.

Generate & refine

AI drafts proposals, documents, decks, and contracts using the brand context you choose.

Share your way

Send a tracked link, supported export, or client portal item. Domain options depend on your plan.

One workspace, every editor.

Docsiv opens the right editor for whatever you're making, with explicit brand-source choices.

Pitch decks, visual proposals, and reports, built in one editor with your brand already applied.

Visual editor screenshot: Visual proposal · A4
Visual proposal · A4

Decks, visual proposals, and visual reports, all in one editor.

Visual editor screenshot: Visual proposal · A4
Visual proposal · A4

Pitch decks, visual proposals, and reports, built in one editor with your brand already applied.

Best forPitch decksVisual proposalsVisual reportsCase studies
  • One editor for every page format
  • Export real PowerPoint files, not flat images
  • Apply the selected brand consistently
ProposalReportSheetBetaContractDeckInvoiceDocumentBriefFormWhiteboardEmbedSite Review

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

Your team works inside Docsiv. Each client gets a scoped portal view with your workspace branding, their documents, media, support, approvals, and supported signing workflows in one place.

Branded domain pathBrand controlsClient documentsMedia libraryProject managementSupport inboxSigning
Your team works here
app.docsiv.com
The Docsiv workspace dashboard: documents, favourites, and create-new shortcuts
Your client sees this
portal.yourbrand.com
Friday, 8 AugustGood morning, JamieAction Center3
3Open actions1 due soon
24Documents2 new
1Agreementsof 7
2Support1 unread
Needs your attentionView all
Master Service AgreementDue in 2dFrom Sarah · sent 2h agoReview & sign
Brand questionnaireOnboarding form · 6 questionsOpen
Recent documentsAll documents
PR ProposalProposal
Quarterly ReviewDeck
Invoice 2026-0807Invoice
Recent activityView all
Spring Campaign ProposalUpdated · 1h ago
March Performance ReportShared · yesterday
See the full workspaceSet up your brand once. Every client portal uses it.Get started

An AI that already knows your client.

Before it writes a word, Docsiv Studio can use the selected brand context, media library, and available past conversations. You review the result before delivery, and the document uses the brand source you choose.

AI Editor
Draft a Q2 proposal for Meridian
Got client context2s
Generated cover image4s
Drafting sections8s
Meridian Q2 Proposal
Visual Document
A comprehensive proposal deck for Meridian Q2, outlining strategy, scope, and pricing. Includes strategic imagery to reflect the brand.
COLORS
FONTSPlus Jakarta Sans
SLIDES
1Title Slide AI Image
  • Full-bleed hero image with Meridian branding overlay. Minimalist, modern background.
  • Project title in large bold white typography
2Project Overview
  • Summary of Q2 objectives and core engagement scope
  • 2-column layout for 'The Problem' and 'The Solution'
3Target Audience Persona AI Image
  • Portrait photo of a target audience persona representing the modern professional.
  • Key demographics and psychographics for Meridian customers
4Pricing & Timeline
  • Tiered pricing table with quarterly milestones
  • Delivery cadence: weekly check-ins, monthly readouts
Approved

Uses the selected brand context

Logo, colors, fonts, and tone of voice can guide a draft when you choose that brand source for the document.

Picks from the right library

Upload your files once. Studio picks the right ones for each client, not generic stock images.

Uses available context

Past drafts, relevant messages, and provided notes can give a rewrite the context it needs. Review what the draft used before sending.

References past documents

Studio can use proposals, reports, and contracts you provide as context. New drafts still need a human fact and scope review.

Go from a blank page to a polished, reviewable draft. Studio writes from the context and brand source you select, while your team owns the final call.

Everything around the document. In one place.

Just the features you'll actually use: analytics, projects, publishing, versions, support, signatures, and a shared media library. No bloat, no empty menus.

Analytics

See which shared documents clients open, revisit, and spend time with.

Project Management

Board, list, and timeline views for the work behind each document. You choose which stages the client sees.

Publish to web

Put supported documents live as web pages, with a custom slug, search preview, and control over whether Google indexes them.

Version History

Key document versions can be recorded with who made the change. Preview and restore an earlier saved version when available.

Support Inbox

All client questions in one shared inbox. Reply with documents attached, and close the thread when it's solved.

E-signature

Sign and countersign inside supported document workflows, with a record of who signed and when. A separate signing tool may not be needed for those workflows.

Media Library

One place for all your files. Filter by client, organize in folders, and share to the portal.

Built for teams that run on client work.

Proposals, contracts, decks, and client portals for the people who deliver for clients.

Get started
A strategist arranging sticky notes on a campaign planning wallFor agenciesMarketing agenciesProposals from real context, brand applied, and a client portal account managers keep current.A consultant smiling in a glass-walled officeFor consultantsConsultantsStructured contracts, review decks from your source material, and branded delivery for every client.A studio desk seen from above, laptops and notebooks mid-projectFor studiosCreative studiosBrand kits hold each client's fonts, colors, and tone. Decks, briefs, and case studies draw on them.A freelancer working at a laptop in a brick-walled studioFor freelancersFreelancersOne workspace instead of a pile of tools. Portals make you look bigger, AI drafting does the repeatable work.Two colleagues high-fiving across a desk after closing a dealFor salesSales teamsProposals from call notes, structured pricing, and branded pages prospects can open, review, and sign.A small founding team working on laptops around one tableFor startupsStartupsPitch decks from a prompt and your metrics, investor updates, and a brand system a two-person team can keep up with.

Run your agency from one calm workspace.

Replace your pile of tools with one workspace your clients will actually love.

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