Know who opened it. And what they read.

Every shared link and portal document reports opens, time on each page, and how far people read. Get notified the moment a client opens it.

From send to the right follow-up.

Share it, hear when it lands, and follow up while it is still on their mind.

Share a live link

Send a link or share it to the client portal. Add a password when you need one.

Know the moment it’s opened

In-app and email alerts on every open, plus a heads-up when a client is highly engaged.

Follow up with context

An AI summary of each visitor’s sessions, ending with the best next step.

Not just opened. What they actually read.

Page by page and visitor by visitor. Every number comes from real reading time.

Time on every page

Average time per page, slide, or section, labelled with your own headings. See exactly which part held them.

Reading depth

How many views reached 25, 50, 75, and 100 percent of the document.

Every view, in order

Who opened it, for how long, from where, on what device, and whether it came through a link or the portal.

Visitors who come back

Visits, total time, and last seen for each visitor. Open one to see every session, page by page.

Top documents

Your most viewed documents this period, with unique viewers and the last time each was opened.

Signatures

Decision rate on everything sent for signature, with signed, in progress, declined, and expired counts.

Analytics comes with Pro and Agency. Filter any view to the last 7, 30, or 90 days.

Count your clients, not your own clicks.

Clean numbers, and a clear line on what gets tracked.

External only

One toggle hides your team’s own opens, so the numbers show client activity.

Anonymous means anonymous

Viewers who aren’t signed in show as Anonymous, with city and device. No name or email is asked for.

Live documents only

Shared links and portal documents are tracked. A downloaded PDF isn’t, so send the link when it matters.

Questions about analytics.

Every open of a shared link or of a document in your client portal. Your team’s own opens are recorded as Workspace views, and the External only toggle hides them.

Per pageReading time
25 to 100%Reading depth
Link + portalViews tracked
On openIn-app and email alerts

Know what your clients read.

Opens, time on every page, and reading depth on every link and portal document.