Deliver reports, analyses, and presentations to clients with confidence. Track engagement, protect your IP, and prove your value.
Prove clients read and engaged with your work. Use analytics to show the impact of your deliverables and justify fees.
Know when clients review your work. Follow up at the right time to gather feedback and keep projects moving forward.
Prevent unauthorized sharing of your methodologies, frameworks, and proprietary analysis with watermarks and access controls.
Powerful features designed specifically for your workflow
Track when clients view and engage with your reports
See which sections clients spend the most time on
Get alerted when clients open and review deliverables
Track which client team members reviewed materials
Update deliverables without breaking links
Control who can download your proprietary work
See how professionals use ShareDoc to streamline their workflow
Delivered 120-page strategy report, tracked C-suite engagement, knew which executives read recommendations before board meeting.
Shared financial analysis with client, got notification when they reviewed it, scheduled follow-up call while recommendations were fresh.
Sent monthly performance reports to 20 clients, tracked engagement to identify accounts needing attention, reduced churn by 30%.
Delivered legal memorandums to clients, confirmed they reviewed before proceeding, avoided costly misunderstandings.
Shared interactive reports with clients, tracked which insights they explored, tailored future analyses to their interests.
Presented design concepts to client committee, knew which designs each member preferred based on view time, accelerated decision.