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Client paperwork, made simple

Less paperwork.More time for what matters.

Collect client details, prepare documents, get them signed and keep everything together. Without all the back-and-forth.

Start your process

Your documents. Your decisions.

See a process, before and after

For teams who work with clients, contracts and a lot of paperwork.

The problem is not usually the service. It is the workflow you put your customers through

The emails, the missing document, the waiting. Dropie keeps the next step moving.

Today

  1. Email
  2. Documents
  3. Email again
  4. Waiting
  5. Gives up

Dropie runs that whole middle

With Dropie

  1. Extract
  2. Generate
  3. Route
  4. Approve
  5. Sign

Process diagram, not a product screenshot

See it in practice

Your paperwork. A better way through it

Pick a process you recognise. See what changes, step by step.

Examples 1 to 3 of 7
Every business

Collecting client data

Today
A spreadsheet. Missing details. Another email.
With Dropie
One link. A complete file ready to check.
See the process
Every business

Approving and signing

Today
Drafts and signatures scattered across inboxes.
With Dropie
The approved version, signed and filed together.
See the process
Accounting

Year end document collection

Today
Receipts arrive in pieces. Your team chases the rest.
With Dropie
One client list. Clear questions. Sources kept with the figures.
See the process
Accounting

Receipt collection

The receipt, its source and the question about it stay together.

See the process
Legal

Opening a matter

The same checks, without a new email for each one.

See the process
Consulting

Starting a client project

Collect the brief, prepare the agreement, get approval.

See the process
Outsourcing

Client intake

The handoff starts with a complete client file.

See the process

Process examples, not customer results.

Explore the process examples
How it works

Start with one thing you do again and again

Your process stays yours. You decide what happens next.

  1. Pick the paperwork

    A new client. An agreement. A document request. Start with one process.

    Explore the examples

  2. Make the next step clear

    Add your documents and decide who provides details, checks or signs. We can help.

    See client collection

  3. Let the routine move along

    Dropie moves work to the next step. You step in where a decision is needed.

    See approval and signing
Built with your AI assistant

Describe your process. Your AI builds it in Dropie

Dropie connects to your AI assistant through MCP (Model Context Protocol). Tell it the steps you need. It builds the process in Dropie, ready for you to check, adjust and approve.

See how MCP works

Your documents stay under your control

Choose who can access them. Keep a record of what happened.

See the security details
A few simple answers

Still wondering?

We can help you work it out. Contact

What is Dropie, in plain English?

One place to collect client details, prepare documents, get approval and signatures, and keep the finished work together.

Do I need to change how the whole team works?

Start with one process. Add your documents and the steps you need. Bring in more when you are ready.

What do my clients need to do?

Follow the link you share, provide the details you ask for, and sign when needed. You decide what they see.

Can my AI assistant build a process in Dropie?

Yes. Connect an MCP-compatible AI assistant to Dropie and describe what should happen. Through MCP (Model Context Protocol), the assistant can build the steps in Dropie within the permissions you grant. You check the result and decide when to run it.

See how MCP works

One process is a good place to start

Choose one task you would like to stop chasing. Build it with your documents, on your terms.

Start your processWant a hand? Book a demoSee pricing and usage limits
Document automation & AI workflows | Dropie.io