CompareDock alternatives

7 Dock.us Alternatives for Client Portals

Dock (dock.us) is a well-made product for revenue teams: digital sales rooms, customer onboarding, and client portals, with AI aimed at sellers. Service teams often land on it while looking for a client portal, then find its plans are built around a sales org.

These seven tools cover the same ground from different angles. Each entry says where it is strong and where it falls short, including ours.

Prices and features checked September 2026. Every claim links to its source; vendors change pricing, so confirm before you buy.

Why teams look for a Dock alternative

  • The free plan stops at 5 users. From the sixth, Standard is $350 a month for up to 10.
  • Removing the Dock logo needs Premium at $1,000 a month, billed annually. Custom domains are Enterprise-only.
  • Dock positions itself as revenue enablement. Deal rooms, playbooks, and sales AI are the center of the product, and service delivery is one use case among several.
  • Limited branding and customization is the most common complaint in G2 reviews, as summarized by rfp.wiki.

The short version

ToolBest forStarting priceFree plan
PathalizeAgencies, consultancies, and MSPs running onboarding and delivery$20/seat/mo, or $16/seat/mo billed annuallyYes: 3 members, 1 project, 1 client portal
AssemblySmall service firms that want the portal and billing in one toolTiered plans; see vendor pricingYes: 1 internal user, 5 active contacts
SuiteDashBudget-minded agencies and consultants who want everything in one tool$19/mo flat, unlimited users ($49 and $99 tiers above)No (14-day trial, no card)
ClinkedFirms where document security matters most: finance, legal, accounting$11/user (Start Up), or $239/mo for 100 members (Standard)None listed
RocketlaneImplementation teams at SaaS and services companies$49/user/mo billed annually, 5-seat minimumNo (14-day trial)
MoxoLarger firms with repeatable, regulated client processes$5,000/yr flat, unlimited seats (Team plan)None listed
FlowlaSales-led teams who like Dock's deal rooms but want a different vendor$99/seat/mo, rolling monthlyYes: Starter, up to 20 rooms (activation needs a demo)

1. Pathalize

Client portals with AI-drafted checklists, built for delivering work rather than closing deals.

Best for
Agencies, consultancies, and MSPs running onboarding and delivery
Starting price
$20/seat/mo, or $16/seat/mo billed annually
Free plan
Yes: 3 members, 1 project, 1 client portal

Where it is strong

  • White-label on the Team plan, with no separate premium tier for it
  • Unlimited client portals on Team; client access is free
  • AI drafts a delivery checklist from a one-line project description

Where it falls short

  • Smaller free plan than Dock's (3 members and 1 portal vs 5 users and 10 workspaces)
  • No e-signatures, invoicing, or HubSpot and Salesforce sync
  • No deal rooms or proposal analytics for sales teams
Sources:Pathalize pricingFull comparison
Start free

2. Assembly

A branded client portal (formerly Copilot) with messaging, billing, files, and a CRM.

Best for
Small service firms that want the portal and billing in one tool
Starting price
Tiered plans; see vendor pricing
Free plan
Yes: 1 internal user, 5 active contacts

Where it is strong

  • Replaces separate messaging, billing, and file-sharing tools
  • Rated 4.8 on Capterra, with support singled out by reviewers

Where it falls short

  • Free plan caps you at 5 active contacts
  • Custom domain starts on the Professional tier; a reviewer calls the UI a bit rigid
Sources:Assembly pricingPlan guideCapterra

3. SuiteDash

An all-in-one white-label portal with CRM, invoicing, proposals, projects, and courses.

Best for
Budget-minded agencies and consultants who want everything in one tool
Starting price
$19/mo flat, unlimited users ($49 and $99 tiers above)
Free plan
No (14-day trial, no card)

Where it is strong

  • Flat price with unlimited users, contacts, and portals on every plan
  • White-label from the entry plan
  • Covers invoicing and CRM, which Dock and Pathalize do not

Where it falls short

  • Steep learning curve; reviewers report weeks to get comfortable
  • Interface and templates are widely described as dated
Sources:SuiteDash pricingCapterra reviews

4. Clinked

A secure white-label client portal and file-sharing hub, with a data room product.

Best for
Firms where document security matters most: finance, legal, accounting
Starting price
$11/user (Start Up), or $239/mo for 100 members (Standard)
Free plan
None listed

Where it is strong

  • Branding convincing enough that clients assume it is your own software
  • Strong security and document handling, rated 4.8 or higher on Capterra

Where it falls short

  • Start Up has no custom domain or white-label; the next step is $239/mo
  • Project and task views are weak, per reviewers
Sources:Clinked pricingCapterra reviews

5. Rocketlane

A professional services and onboarding platform with a branded customer portal.

Best for
Implementation teams at SaaS and services companies
Starting price
$49/user/mo billed annually, 5-seat minimum
Free plan
No (14-day trial)

Where it is strong

  • Full project tooling: Gantt, time tracking, resourcing, budgets
  • Branded customer portal on the entry plan, with HubSpot, Jira, and Slack

Where it falls short

  • Steep learning curve and complex setup, per reviewers
  • The 5-seat minimum puts the entry price near $245/mo
Sources:Rocketlane pricingCapterra reviews

6. Moxo

A client workflow platform: messaging, approvals, documents, e-signatures, and AI agents.

Best for
Larger firms with repeatable, regulated client processes
Starting price
$5,000/yr flat, unlimited seats (Team plan)
Free plan
None listed

Where it is strong

  • Chat, video, screen share, e-signatures, and approvals in one place
  • Unlimited internal seats

Where it falls short

  • Setup can feel heavy, and workflows are linear rather than branching
  • Chat history disappears after 90 days unless you upgrade
Sources:Moxo pricingCapterra reviews

7. Flowla

AI deal rooms that carry on into customer onboarding, with e-signatures.

Best for
Sales-led teams who like Dock's deal rooms but want a different vendor
Starting price
$99/seat/mo, rolling monthly
Free plan
Yes: Starter, up to 20 rooms (activation needs a demo)

Where it is strong

  • Closest to Dock's sales-room model on this list
  • E-signatures and CRM integrations included

Where it falls short

  • Sales first, onboarding second, like Dock
  • Highest per-seat price here
Sources:Flowla pricing

How to choose

If you needLook at
Branded portals for delivery work at a per-seat pricePathalize
Portal plus billing and CRM for a small firmAssembly
Everything in one flat price, unlimited usersSuiteDash
Secure document exchange with regulated clientsClinked
Implementation projects with Gantt and time trackingRocketlane
Regulated client workflows with e-signatures and approvalsMoxo
Sales deal rooms that continue into onboardingFlowla

When to stay where you are

  • Your team is 5 people or fewer and the free plan covers what you need.
  • Your sales team runs deal rooms synced to HubSpot or Salesforce and hands off to onboarding in the same workspace.
  • You rely on Dock AI for proposals, recaps, and rep enablement.

Frequently asked questions