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Pocper

Client forms, notes and agreements — all filed by client

Pocper is a client-management workspace for small client-service businesses — clinics, studios, agencies, law and accounting firms, coaches, tutors, and contractors.

Build a document template in a block editor — headings, text, dates, file uploads, checkboxes, signature blocks — then share it as one link or QR code. Clients fill it in a browser with no account, usually on a phone, and progress auto-saves as they type. Every response files itself into that client's folder automatically.

Four document kinds sit side by side in the same client folder:

Form — the client fills and submits their own copy

Data — one copy, co-edited by both sides

Agreement — read-only for the client, plus a confirmation that locks it

Publication — one document everyone reads, like a price list; edit once and everyone sees the current version

Every client has a Shared zone and an Internal zone. Which zone a folder sits in is what decides client visibility — there is no per-document checkbox to forget. Clients reach their Shared zone through one portal link: a single-use email magic link, or a durable per-client QR code that needs no email at all. Access is revocable per client, or for everyone at once.

Real-time collaboration runs on Yjs CRDTs, so a staff member and a client can be in the same document at once. 41 industry template collections ship ready to use, across 14 languages.

Deliberately not: a sales CRM (no pipelines, deals, stages, or invoicing), a survey tool (no branching logic or response analytics), or a qualified e-signature service (signatures are hand-drawn and lock on confirmation — no identity verification, no audit certificate).

Free to start: $0, no credit card, up to 20 documents. Plus is $10 a month for unlimited.

About Pocper

Pocper is a business product listed on Uneed, with a free tier and paid plans. It's tagged with Onboarding, CRM. See the best Onboarding products for related options.

Frequently asked questions about Pocper

What is Pocper?

Pocper is client forms, notes and agreements — all filed by client.

Is Pocper free?

Pocper offers a free tier with paid plans available for additional features.

What are alternatives to Pocper?

Discover similar onboarding, crm, forms products in the Uneed directory.

What category does Pocper belong to?

Pocper is listed under Business on Uneed.