What arrives
The documents, the client and the access rules for this file.
Datarooms
Nobody answers the where are we email
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
What moves
The finished document is filed in the right room. The client can see the documents you have given them access to.
What leaves
One place for the client to find the current documents.
What it refuses to do
Permissions need an owner. A room cannot decide who should have access.
Filing does not replace your retention policy.
Seen in these processes
See where this function sits in the whole process.
Every business
Collecting client data
One link instead of the spreadsheet nobody understands.
See the process
Every business
Approving and signing
The right draft, the right approver, then the signature.
See the process
Accounting
Year end document collection
The work is the accounts. The year is the chasing.
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
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.