Your team in your tools - clients in theirs

Droplana is a client document portal for professional service businesses. For agencies, that means one private, persistent portal per client for deliverables, approvals, and feedback - no client account, no shared-drive chaos.

Why agencies outgrow ad-hoc tools

A 2-person agency can run on Drive folders and a few Slack channels. A 12-person agency cannot.

What breaks at scale:

• Different account managers organize client work differently. Onboarding new team members takes forever.
• Old shared Slack channels become graveyards. New ones lose history.
• Permissions across Drive folders are a nightmare. Someone always still has access to a client they left two years ago.
• When a client asks "where's the file you sent in March?", three team members have three answers.
• Adding a new client takes 45 minutes of admin setup.
• Off-boarding a client takes nobody, ever, because nobody remembers all the places they have access.

Agencies need a standard surface for client work. That's what Droplana is. For the full picture on what a client portal is and how to evaluate one, see our client portal guide.

How agencies use Droplana

One portal per client, every time

Every new client gets the same clean structure. Account managers don't have to invent it. Clients always know where to look.

Your team works in your stack

Droplana doesn't replace Notion, Asana, Slack, Linear, Figma, or Drive. Your team keeps working where they like. Droplana is the layer the client sees - not the layer your team works in.

Onboarding follows the same pattern every time

Welcome doc, contract, kickoff brief, intake form - upload the same set for every new client. New account onboarding follows one clean structure instead of getting reinvented each time. Set up a document checklist once - kickoff brief, brand assets, logins, whatever your intake requires - and reuse it for every client. Open any client's portal and you can see at a glance what they still haven't submitted.

Off-boarding is a single toggle

Project ends or contract lapses? Revoke the portal. Access is cut cleanly, files are kept. No hunting through Drive permissions, Slack channels, or shared credentials. Every client's files are also encrypted per-client at rest - see our security setup for the details.

Clients get a consistent experience

Whether they're working with your senior account director or a new strategist, the portal looks and works the same. Brand consistency without policing it.

Common agency use cases

Marketing & growth agencies

Strategy decks, monthly reports, ad creatives, brand assets, performance dashboards, retainers' running history.

Web & design agencies

Wireframes, mockups, revisions, dev environments, launch checklists, post-launch maintenance.

PR & content agencies

Press releases, embargoed assets, content calendars, approval flows, monthly recaps.

SEO agencies

Audits, keyword research, content briefs, monthly performance reports - exactly where the client expects them, every month.

Branding agencies

Discovery docs, mood boards, identity systems, final brand guidelines, asset libraries with no expiry.

Multi-team workflow

Inside the agency, your work happens in your tools.

The client-facing layer happens in Droplana.

Typical flow:

1. Designer finishes a v2 mockup in Figma.
2. Account manager exports / drops it into the client's Droplana portal with a short note.
3. Client opens the portal - same one they always open - sees the new file and comment.
4. Client leaves feedback. Account manager pulls it back into the team's Asana/Slack.

Clients never need to learn your stack. Your team never has to invite clients into channels.

Quick FAQ

Do clients need accounts? No. Each client gets one private link to their own portal, and verifies their email once. That's the entire onboarding for them.

Can multiple team members manage the same client portal? Yes. Your team works from the shared dashboard; the client only ever sees their own portal. Inviting colleagues needs a plan with more than one seat - Practice includes five and Studio fifteen, owner included. See pricing.

Can we white-label it? Your logo, yes - free on every plan, it replaces ours in your dashboard header and every client portal you own. Full white-label is not: there's no custom domain and no accent colour, so the portal still lives on your Droplana subdomain. If a custom domain is a hard requirement for you, tell us what you need and we will be straight with you about whether we are heading there.

Does it replace our project management tool? No, and it's not trying to. PM tools are for internal work. Droplana is for client-facing delivery and communication. They live next to each other comfortably.

Can we move existing clients over? Yes. Most agencies start with new clients and migrate active ones over the next quarter as projects ramp up.

Check our simple pricing (or start free)

Storage levels and team seats scale with your plan.
Security, per-client encryption, isolation, in-browser PDF signing, and data export are the same on every plan.
No per-client fees. Tax calculated by Creem at checkout.

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