Client Portals
A secure branded space for every client relationship.
DocMetrics gives you a professional way to share documents, track engagement, collect signatures, and manage client communication — all in one branded space.
Start for freeNo credit card required
Sharing documents with clients should not be this messy.
You send proposals, contracts, and supporting documents by email. Clients lose them, forward them to the wrong people, or never open them at all. You have no idea what they read or when they are ready to move forward. Every deal involves a chaotic back and forth of attachments, follow-up emails, and missed signatures. There is no single place where everything lives and no visibility into what is actually happening on the client side.
Documents scattered across email
Proposals, contracts, and briefs live in different email threads. Clients lose them, you resend them, and nothing is organized or trackable.
No idea if clients read anything
You send a contract and wait. You have no idea if they opened it, which sections they reviewed, or why they have not signed yet.
No professional client experience
Sending PDFs as email attachments does not reflect the quality of your work. Clients deserve a professional branded experience from the start.
Create a dedicated portal for every client.
A Space is a secure branded environment where you organize all documents for one client relationship. Invite your client with one link, assign their access level, and everything they need is in one place. You see every interaction across every document inside.
- Create a branded space with your logo, colors, and welcome message
- Organize documents into folders — proposals, contracts, briefs, deliverables
- Invite clients with role-based access so they only see what is relevant
- One link gives clients access to everything you have shared with them
- Full audit log of every document opened, every page viewed, every download
Know exactly what your client read and when.
The moment a client opens a document, DocMetrics notifies you. A page-by-page breakdown shows exactly how long they spent on each section, which pages they skipped, and whether they came back for a second look. You always know where they are in the process.
- Instant notification the moment a client opens any document
- Per-page reading time so you know which sections held their attention
- Return visit detection shows when a client comes back to review something
- Live indicator shows when someone is reading a document right now
- Track multiple clients on the same document independently
Get contracts signed without leaving the portal.
Send signature requests directly from DocMetrics. Place signature fields, date fields, and text inputs anywhere on any document. Clients sign inside the portal in one seamless flow. You track exactly how long they spent reading before they signed.
- Place signature, date, text, checkbox, and attachment fields on any document
- Send to one client or multiple signers with a defined signing order
- Track time to open, time to sign, and pages viewed before signing
- Download a signed PDF once all parties have completed their signatures
- Bundle multiple documents into one envelope for complex engagements
Collect documents from clients without the back and forth.
Create a file request inside any Space. Specify what you need, set a due date, and send your client a secure upload link. Their files land directly in the folder you specify. No email attachments, no chasing, no confusion about what was received.
- Create a file request with a title, message, and list of expected files
- Set a due date so clients know when materials are needed
- Clients upload through a secure link — no account required
- Files land directly in the folder you specify inside the Space
- Receive a notification when each file is uploaded
Protect confidential materials before clients can view anything.
For sensitive proposals, financial models, or confidential briefs, require clients to sign an NDA before they can access your Space. DocMetrics collects the signature digitally, timestamps it, and stores it automatically. No separate tool required.
- Attach an NDA to any Space — clients must sign before entering
- Signatures are collected with timestamp and IP address recorded
- Password protect individual documents for an extra layer of security
- Set expiry dates on links so outdated materials cannot be accessed
- Revoke access instantly if a client relationship ends
Handle client questions inside the portal, not in your inbox.
Every Space has a Q&A tab where clients can ask questions directly about any document. You receive a notification and reply from your dashboard. All questions and answers stay organized inside the Space so nothing gets lost in email threads.
- Clients ask questions directly inside the portal without emailing you
- You receive a notification for every new question
- Reply from your dashboard — responses appear inside the Space
- Filter questions by answered and unanswered
- All communication stays in one place alongside the documents it relates to
Frequently asked questions
Everything you need to know about DocMetrics client portals. Contact us if you cannot find what you are looking for.
No. Anyone you share a link with can open and view the document instantly with no sign-up, no login, and no friction. You track everything on your end while they experience a seamless viewing flow.
Yes. Every Space and share link can be customized with your logo, brand color, welcome message, and company name so clients experience your brand rather than DocMetrics.
Yes. You can attach an NDA to any Space or document. Clients must sign it digitally before they can access any materials. Signatures are timestamped and stored automatically.
You can create a file request inside any Space. Set a title, message, list of expected files, and a due date. Clients receive a secure upload link and their files land directly in the folder you specify.
Yes. Every Space has a Q&A tab where clients can ask questions directly inside the portal. You receive a notification and reply from your dashboard. All questions and answers are visible to the relevant parties.
Yes. You assign roles to each person you invite — Admin, Editor, or Viewer. You can also set folder-level permissions so each person only sees the documents they are meant to see.
Yes. DocMetrics tracks time spent on every page of every document inside your portal. You see exactly who read what, how long they spent, and whether they came back for a second look.
Yes. Every Space has a full audit log recording every action — every document opened, every page viewed, every file downloaded — with a timestamp and the name of the person who performed it.
Give every client a portal they will remember.
Create your first client Space in under two minutes. Upload your documents, invite your client, and start tracking engagement from day one.
No credit card required