Find your process
Find the paperwork your team handles. See the process before and after.
Dropie handles the steps between collecting details and filing the signed copy. Your client gets one link.
7 workflows
Collecting client data
One link instead of the spreadsheet nobody understands.
See the process
Approving and signing
The right draft, the right approver, then the signature.
See the process
Year end document collection
The work is the accounts. The year is the chasing.
See the process
Receipt collection
The receipt, its source and the question about it stay together.
See the process
Opening a matter
The same checks, without a new email for each one.
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Starting a client project
Collect the brief, prepare the agreement, get approval.
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Client intake
The handoff starts with a complete client file.
See the processEvery page shows a process, not a customer result. We have no named references yet and we will not invent one.
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.