Everything around the client. In one place.

Projects, AI drafting, brand kits, a branded portal, analytics, and your media library share one workspace. Pick a product to see how it works.

Project Management

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

  • The same tasks as a board, a list, or a timeline
  • Your own stages and task types
  • Choose which tasks clients see
Explore Project Management

AI Document Creation

Tell Docsiv what you need. It pulls in the client's brand kit, your media library, and the documents you've already made for them, then drafts proposals, reports, decks, and contracts. You review every draft before it goes out.

  • 12 document types, from proposals to site reviews
  • Edit in the chat or right in the document
  • Decks export to real PowerPoint files
Explore AI Document Creation

And built into the documents themselves.

Signing, billing, forms, and publishing live inside Docsiv documents, so there is nothing else to buy or connect.

  • E-signature

    Signing blocks sit in the document. Sequential signers and a full audit trail. No separate e-sign tool.

  • Invoices

    Six templates, a live preview, and a Pay now link so clients pay from the invoice.

  • Forms

    Twelve answer types in single, multi-step, or conversational layouts, with every response in one place.

  • Version history

    Every save is recorded with who changed what. Preview and restore any earlier version.

  • Publish to web

    Put a document live on its own page, with a custom slug, a search preview, and indexing control.

  • Live collaboration

    Write together with live presence in documents, decks, whiteboards, and visual pages.

  • Decks and designs

    Decks are 16:9 and export to PPTX. Social and print designs export to PNG and PDF.

  • Support inbox

    Clients ask from their portal. Your team answers from one shared inbox.

Each product works alone. Together they run the client.

  1. PlanThe project holds the work
  2. DraftDocsiv writes the first pass
  3. BrandIn the client's brand kit
  4. DeliverThrough your client portal
  5. TrackSee what got read

Run your agency from one calm workspace.

Projects, AI documents, brand kits, and client portals, all under your brand.