Client Portal Software

Organize everything for your customers in client portals

Dock’s client portals help you deliver a white-glove customer experience that wins more renewals.

Manage projects, share files, embed dashboards, track engagement, and sign renewals in one collaborative workspace.

Sales and customer teams at leading companies use Dock
Dock CustomersDock Customers

Customized to
your process.

Most portal tools are one-size-fits-all. Dock doesn’t lock you in to one portal format.

Our flexible workspace editor lets you customize portal sections and pages to fit the nuances of your customer relationships.

Customized to
your brand.

White-label your customer portals with your logo, banner, brand colors, website domain, and more.

See how teams customize
their Workspaces ↓
Loom
Onboarding Portals
Lattice
Digital Sales Rooms
Nectar
Digital Sales Rooms
—
Make it your own in
minutes with simple settings

Personalized for
each customer.

Launch a new client portal in seconds from a standardized company template.

Then instantly personalize the portal with auto-populated customer fields and logos.

Keep clients aligned with
collaborative project plans.

Unlike other project management tools, Dock is designed specifically for collaborating with customers.

Multi-phase project plans Manage tasks with checklists and kanban boards.

Timelines Summarize project tasks, statuses, and deadlines.

Context-rich tasks Add links, embeds, and files to each task

Relative due dates Auto-populate
task due dates relative to the start
or end of a project.

Task notifications Remind customers when upcoming tasks are due.

Share deliverables and
get client feedback.

Embed whatever tools you’re already using and get client feedback directly in your Dock workspace.

Embed anything Share PDFs, images, links, and embeds.

Send surveys Use Dock’s built-in forms or embed your favorite survey tool.

Collect files Add file upload buttons to your tasks and forms.

Centralize communication Get client feedback directly in your Dock space.

Share securely Email gate your portal by user or domain.

Connect to Slack Send workspace notifications to shared Slack channels.

Embed your
favorite tools

Loom, Gong, Zoom, Typeform, Google,
Wistia, Pandadoc... and anything else

Save everyone time by
helping customers self-serve.

Create a personalized knowledge base for each customer, so they always know where to get their questions answered.

Share resources Organize links, guides, and contact information.

Sync content Push content updates to several portals at once.

Hide workspace sections Unveil portal sections as they become relevant.

Track customer engagement.
Win more renewals.

Learn which customers are most engaged, and who needs more attention before it’s time to renew.

Share reports Embed data and
dashboards with context.

Track engagement Track which client contacts are engaging with your portal.

Share proposals Create pricing tables and quotes.

Sign renewals Sign order forms and
collect esignatures directly in Dock.

Customer teams love Dock

Dock Customer Loom
"Dock has changed the follow up game. After every intro call, I send over a Dock that has tons of content, a demo video, customer success info, etc. It makes it so easy to provide the customer will all information needed. Dock is improving my deal cycles tremendously.
Erin Faverty
Erin Faverty
Head of Customer Success, Origin
“The Lattice team loves Dock! The platform streamlines the buying experience and empowers our champions to make the case for our product to internal stakeholders at their companies.”
Dini Mehta
Dini Mehta
CRO, Lattice
Dock Customer Loom
"We've been using Dock for almost a year now and it's been a game changer for our sales teams. It's been such a help to create templatized Docks for the masses and customized ones for specific one-offs. Alex and the team are always available to chat, respond quickly, and actually implement feedback!"
Brittany Soinski
Paul Yoon
Director of Sales, Mid-Market, Marqii

Frequently asked questions

Need more information? Contact our sales team →

Can Dock’s client portals be white-labeled?

Yes, white labeling and custom branding is available to Dock customers on the Growth or Enterprise plans. You can completely customize your brand colors, domain/URL, and more.

Can I restrict access to my Dock client portal?

Dock provides three different access options to help manage how customers access your workspace:

1. Restricted
2. Anyone with a link
3. Landing page mode

The “anyone with a link” option is the default setting and, as the name suggests, allows anyone with the share link access to your workspace. Each user accessing your workspace will still need to enter their email on the login page, so you can monitor who is accessing your workspace.

Restricted is the most secure option. You have the option to restrict access to a specific customer portal either by email domain (e.g., all emails ending in @company.com) or individual emails (e.g., bob@company.com). 

The landing page is the most open setting. It allows anyone with a link to access your workspace, and no email is required for access. 

Are Dock’s client portals secure?

Dock takes customer security seriously and takes every measure to ensure your data (and your customer’s data) stays safe. Dock is GDPR compliant and SOC 2 Type II certified. See our Security page for more information.

How do I share my Dock workspace with clients?

Dock gives you two ways to share your client portal with customers:

1. In your workspace editor, enter a client’s email to share the workspace with them directly. When you add a new client, you can select the option to send them a notification.

2. Alternatively, you can simply copy the link to the workspace and share it like any other link. Including a link in a follow-up email with a client is a great way to re-engage clients and encourage use of your Dock workspace.

Do Dock customer portals feature in-app messaging?

Yes. Dock’s messaging functionality can be a great way to keep your customer communication centralized in one place.

Each message you set up will start a thread that other users can subscribe to and reply to. New messages will appear near the bottom of the screen when a workspace is accessed. Secure messaging can also be synced with a Slack channel through our Slack integration.

Internal teams can also send internal-only messages when collaborating with a client.

Can I track how a customer engages with the client portal?

Dock workspaces have several levels of analytics.

You can track which people have accessed a workspace, what actions they took, and what content they accessed.

You can also track engagement at the asset level. PDF files and videos feature more advanced analytics options. With multi-page PDFs, Dock is able to show the time spent on each page and which page was the last to be viewed. With Dock-hosted videos, you can track the average watch time of each video.

You can also get macro-level analytics on how all your customers are engaging with workspaces—such as which customers are most or least engaged.

Does Dock integrate with [my favorite tool]?

Dock has several built-in integrations with Hubspot, Salesforce, Slack, Gong, Zoom, Google Drive, and more.

But nearly any tool can also be embedded within Dock—such as Loom videos, Looker dashboards, Typeform surveys, Figma, and more.

What is a client portal?

A client portal (or customer portal) is a shared workspace or secure website that collects all common information between a customer and a company or service provider. All information is contained in a single location and is meant to act as a single source of truth for both parties.

Portal software can contain support documentation, project plans, deliverables, dashboards, and contact information to request direct support. A well-organized workspace will include all the self-serve information a customer needs to successfully support themselves, with contact information accessible to contact your company only when all self-serve options have been exhausted.

What are the benefits of using a customer portal?

Client portals help you create an efficient, streamlined communication workflow between you and your client. A well-organized portal solution can replace needless back-and-forth emails and phone calls. The project management tools built into client portals also help keep projects on track and increase automation, with assignable tasks so there's never a doubt as to who is responsible for what.

Also, by providing self-service options you can help your customers help themselves without tying up additional support resources, helping to improve customer retention and the overall client experience. Instead of reaching out to live support, many modern customers also prefer help-serve options.

Here are a few of the main benefits:
- Provide easily accessible & continuous customer support
- Create an unmatched customer experience from the start, improving overall customer satisfaction
- Keep projects moving forward by removing roadblocks
- Identify ways to improve your processes and find those upsell opportunities

What should be included in a client portal?

Each customer scenario is different, but ideally, each client portal should include the following:

- Contact details
- Shared goals and KPIs
- Deliverables and files
- Shared tasks and project plans
- Product/service information & enablement resources
- Past communication like meeting notes and recordings
- Analytics and reporting dashboards

What features should I consider when choosing client portal software?

There are a few different flavors of customer portals out there. Some portals are focused more on file management or billing and payments, whereas Dock is focused more on customer collaboration during sales, onboarding, and renewals.

Here are a few client portal features you’ll want to consider and decide which are most important to you:

- Collaboration tools like secure file sharing, shared calendar view, instant messaging
- Ability to embed third-party tools
- File sharing with customizable permission/access levels
- Knowledge base features
- Support ticket management & tracking
- Project or task management
- Customizable/white-labeled interfaces

What are the different types of client portals?

The majority of client portals fit into one of the following main categories:

- Client collaboration or project management
- Digital sales room
- Customer onboarding or enablement
- Business service hub
- Customer service tools

How does a client portal help with customer retention?

A secure client portal is designed to make life easier for your clients - and happy clients are good for business.

By providing all information related to your project, as well as a project roadmap that can be updated in real-time, support portals can keep projects moving while ensuring all your clients' questions are answered. Client portals also create direct connections between you and the client, so customers always know the status of their project.