Know where every client stands. Before they have to tell you.
Dovelumen shows owners what clients have opened, decided and paid, and who has gone quiet, so the follow-up happens at the right moment and not a week late.
Live
Needs attention
Engagement
What owners see. Signals with their reasons.
Built for a Monday morning: what moved, what’s stuck, and who to call.
The live feed
Opens, approvals, signatures, payments and messages as they happen, coalesced into one line each: who, what, how many times, for how long.
Needs attention
A short list with a reason on every item (“Invoice 2031 viewed 4 times in 3 days, unpaid, due Friday”) and the obvious next step beside it.
Engagement levels
Highly engaged, engaged, quiet or gone quiet, always with the reasons that put a client there. A level with reasons is something you can act on; a bare score isn’t.
A timeline per client
Every visit, document, decision, payment and message for one client in one stream, with per-document detail: opens, viewers, time spent, last viewed.
Digests, not pings
A daily summary at the start of the day and a weekly one on Monday. Only time-critical moments, such as a first open of a proposal or a client message, arrive as they happen.
For owners
Insights are for the owner and admins. Bookkeepers see invoice signals, not session detail; clients never see another client’s activity.
First-party, disclosed, limited. Clients are told what’s recorded.
Activity is recorded in Dovelumen’s own database for the service relationship, and nowhere else. The portal’s terms say so in plain words, and clients accept them before they start.
Recorded
- Sign-ins and visits
- Opens of documents addressed to the client, and roughly how long they were open
- Downloads
- Approvals, signatures and payments
- Whether a message has been read
Never
- Keystrokes, or anything typed and not sent
- Screen recordings or mouse movement
- Precise location
- Third-party trackers, ad pixels or email open pixels
- Your team, or you previewing the portal as a client
- Retention
- Detailed activity is kept for 13 months, then summarised into daily totals. Network addresses are shortened, and dropped after 90 days.
- Clients’ rights
- A client can download their own activity, and it is deleted with their account.
- Nothing extra
- No extra cookies and no third parties: it uses the sign-in session the portal already has, and the data stays with Dovelumen.
Follow up at the right moment. Join early access.
Dovelumen is opening to a small number of practices first. Tell us about yours and we’ll be in touch.