# The project management tool built for client collaboration

Dock’s client portals help you deliver a white-glove customer experience—with full project management capabilities.

Create project plans, assign tasks, send automatic reminders, and embed it all in a beautiful workspace.

[Get started for free](/content/solutions/project-management-client-portal#/index.html)

## A single collaborative portal for managing client projects

Say goodbye to back-and-forth email threads, messy shared folders, busy dashboards, and clunky project management tools.

[Project Plans](/content/solutions/project-management-client-portal#w-tabs-0-data-w-pane-0/index.html)  
[Timelines](/content/solutions/project-management-client-portal#w-tabs-0-data-w-pane-1/index.html)  
[File Sharing](/content/solutions/project-management-client-portal#w-tabs-0-data-w-pane-2/index.html)  
[Surveys](/content/solutions/project-management-client-portal#w-tabs-0-data-w-pane-3/index.html)  
[Embeds](/content/solutions/project-management-client-portal#w-tabs-0-data-w-pane-4/index.html)  
[Order Forms](/content/solutions/project-management-client-portal#w-tabs-0-data-w-pane-5/index.html)

## Customize Dock to your workflow.

Most project management portals lock you into one format. Dock gives you complete flexibility—without the learning curve.

Our drag-and-drop editor lets you customize portal sections, pages, and embeds to fit how you like to work with your clients.

## Build fully branded client portals.

White-label your client portals with your logo, brand colors, banners, website domain, and more to make it your own.

## Personalized portals for every customer.

Launch a new client portal in a few clicks from pre-built templates. Then instantly personalize them with customer-specific details like customer names, logos, project deadlines, and more.

## Keep clients on track with collaborative project plans.

Dock makes it easy for your team and your clients to work on projects together. And your clients don't even need accounts.

### Multi-phase project plans.
Break projects into phases, with checklists and Kanban boards.

### Project timelines.
Visualize project progress across all the project plans in your portal.

### Context-rich tasks.
Add CTAs to links, forms, files, videos, or other embeds to any task.

### Task notifications.
Automatically remind customers when upcoming tasks are due.

## Your command center for managing client projects.

Your project management portal doubles as a knowledge base for each client to help them find answers and resources on their own.

### Global task management.
See all your outstanding client tasks from a single dashboard.

### Internal-only tasks.
Create internal admin tasks that stay hidden from clients.

## Sync tasks with your other project management tools

Pull in tasks from other project management tools into your Dock client portals and keep them two-way synced.

## Share deliverables and collect feedback in one place.

Stop wasting time bouncing between different tools. With Dock's project management portal, clients can access everything they need without leaving the workspace.

### Embed anything.
Share PDFs, images, links, files, and embeddable iframes.

### Centralize communication.
All feedback stays in the workspace, so nothing gets lost in email inboxes.

### Secure permissions.
Control portal access with email or domain-based permissions.

### Connect to Slack.
Send project updates directly to private or shared Slack channels.

## Create a resource hub for your clients.

Your project management portal doubles as a knowledge base for each client to help them find answers and resources on their own.

### Share resources.
Organize links, guides, and contact information.

### Track project engagement. Win more renewals.
Dock gives you analytics on exactly how clients are engaging with your project. So you always know who's on track and who's falling behind.

## Customer teams love Dock

> "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 with all information needed. Dock is improving my deal cycles tremendously.

**Erin Faverty**  
Head of Customer Success, Origin

## Explore Dock templates

### Digital Sales Room  
[Explore templates →](/content/templates/index.html)

### Customer Onboarding Plan  
[Explore templates →](/content/templates/customer-onboarding/index.html)

### Client Portal  
[Explore templates →](/content/templates/client-portal-template/index.html)

## Frequently asked questions

### How do account executives use Dock?

Account executives use Dock a few different ways:

**Intro/Demo Follow Up:** After a call, every AE sends over a long email with too many links and attachments. With Dock, AEs send a single trackable link that hosts all of the sales, marketing, and product collateral.