What arrives
The steps, conditions and approval points of your process.
Workflow automation
One process, start to finish. Nothing entered twice
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
What moves
Collecting, drafting, approving, signing, filing. Each station passes its result to the next. A human approval gate stops the run where you put it.
What leaves
A repeatable process with a record of what happened at each step.
What it refuses to do
You still decide what the process should do and test its exceptions.
An approval step waits for a person. Automation does not remove that 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
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.