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Droplana

Droplana

A client portal for securely sending, organizing, and collecting documents, signed forms, and files through private, account-free links.

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Droplana is a client portal and document management platform that helps service businesses send files to clients and collect documents in return through private, dedicated portals. Clients can access shared files through a link without creating an account and upload documents, signed forms, statements, identification, or photos from a mobile device.

The platform includes a centralized dashboard for managing clients, files, activity, and portal links. Users can organize documents by client, add per-file comments, assign statuses such as Draft, Final, or In Progress, request approvals, and set file expiry dates. Droplana is designed for agencies, freelancers, consultants, legal professionals, accountants, contractors, mortgage brokers, and other businesses that need a structured client document portal. Client workspaces are isolated from one another, with per-client file encryption and EU-hosted, GDPR-aligned data handling.

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Droplana - Desktop App - Mac, Windows - WebCatalog