Share a live link
Send a link or share it to the client portal. Add a password when you need one.
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.
Share it, hear when it lands, and follow up while it is still on their mind.
Send a link or share it to the client portal. Add a password when you need one.
In-app and email alerts on every open, plus a heads-up when a client is highly engaged.
An AI summary of each visitor’s sessions, ending with the best next step.
Page by page and visitor by visitor. Every number comes from real reading time.
Average time per page, slide, or section, labelled with your own headings. See exactly which part held them.
How many views reached 25, 50, 75, and 100 percent of the document.
Who opened it, for how long, from where, on what device, and whether it came through a link or the portal.
Visits, total time, and last seen for each visitor. Open one to see every session, page by page.
Your most viewed documents this period, with unique viewers and the last time each was opened.
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.
Clean numbers, and a clear line on what gets tracked.
One toggle hides your team’s own opens, so the numbers show client activity.
Viewers who aren’t signed in show as Anonymous, with city and device. No name or email is asked for.
Shared links and portal documents are tracked. A downloaded PDF isn’t, so send the link when it matters.
Analytics shows how your work lands. Here’s what powers the work before and after.
Opens, time on every page, and reading depth on every link and portal document.