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Client Portal

One place for your
customer relationship

Keep projects, resources, and conversations together. Give every customer a branded workspace from kickoff to renewal.

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Revenue teams love Dock

Keep clients aligned

A shared plan.
A clear next step.

Give every milestone an owner. Keep the details and the conversation with the work.

One destination for every deliverable

Everything they need.
Easy to come back to.

Share the latest resources, collect files, and get feedback right where the work lives.

Make it yours

Your process.
Your customer’s space.

Start with a template, then shape the portal around your brand and the way you work.

Your brand

Use your logo, banner, colors, and custom domain.

Your process

Reuse templates and personalize the details for each customer.

Your content

Add project plans, surveys, files, and live embeds in Dock’s editor.

Stay close to every account

See the signals.
Move the relationship forward.

Know what customers use, prepare for the next conversation, and keep renewals in the same workspace.

Keep work connected

Built around the relationship

Keep your team informed and make it easy for customers to take the next step.

Frequently asked questions

Need more information?

Contact our sales team

What is a client portal?

A client portal is a shared space for your relationship with a customer. Dock brings project plans, resources, files, conversations, and agreements together in one workspace.

Can I customize the portal to my brand?

Yes. Customize your logo, cover, colors, and content. Dock also supports custom domains. Contact our team to discuss the right setup for your business.

Can customers upload files and leave feedback?

Yes. Customers can upload files and collaborate on tasks and communication threads in their shared workspace.

Can I embed tools and dashboards?

Yes. Bring live content into your portal with embeds, alongside documents, videos, forms, and project plans.

Can I control access to a client portal?

Yes. Configure who can access the workspace and what content they can see. Use Dock’s sharing controls to manage customer access.

Can I track customer engagement?

Yes. See workspace views, visitors, time spent, and actions. Review activity across people, pages, and assets to inform your follow-up.

Can I manage renewals in the portal?

Yes. Share renewal proposals and order forms in the workspace, then collect signatures in Dock.