What arrives
A list of the information and documents this client needs to send.
Encrypted forms
Incomplete submissions never reach you
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
What moves
The client opens one link. Required fields and documents are checked before the submission moves to the next step.
What leaves
A complete submission attached to the process, ready to be read.
What it refuses to do
A required field checks presence. It does not prove that what someone wrote is true.
You decide what is required for each client. The form cannot make that policy decision.
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
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.