The worksheet goes out. The reflection comes back.

Droplana is a client portal for coaches to exchange session materials and completed work. Each client gets one private, persistent portal with per-file comments and no client signup.

Coaching runs for months: session notes, worksheets, recordings, reflections. Spread across email, Drive and WhatsApp, last month's worksheet is hard to find three weeks later. Keep booking, calls and payments in the tools you use now, and give the materials one home.

A client portal for coaches between sessions

Upload Session 03 - Reflection worksheet.pdf after your call. The client downloads it, completes it outside Droplana and uploads Session 03 - Completed reflection.pdf. Both files stay in that client's portal, with a comment thread on each.

Actual product view with fictional coaching documents. Sent and Received describe the exchange from the coach's side.

A client working on paper can photograph the completed sheet. The phone upload controls let them choose an existing file or take a photo, without installing an app.

A message you can adapt:

The Session 03 worksheet is in your portal. Download it and complete it before our next call, then upload the finished file or a clear photo of each page. Leave any questions as a comment on the worksheet.

Keep session materials useful

Name notes and worksheets by session and date. Upload recordings only when their size fits your plan, or place a recording link in a comment on the session notes. Access to an external recording still depends on the service hosting it.

At the next session, open the returned reflection and discuss the client's comments. You both know where things stand.

Career coaches can exchange CV drafts and interview preparation. Executive coaches can send assessments and receive reflections. For group programmes, each participant needs their own client portal; participants do not share a group discussion space. Consultants use the same structure for advisory documents.

Choose what belongs in the portal

Files are stored in Germany and encrypted at rest per file, with a DPA available on all plans. Your business team has access across its clients; there are no private caseload permissions between coaches. Review the security model before using it for sensitive material.

Droplana is not a clinical or health-record system. If your work is regulated as therapy or healthcare, use a record system built for it.

If worksheets and replies are mixed into chat, compare a portal with messaging apps. For the wider choice, use the client portal guide to assess document exchange separately from scheduling or course delivery.

Try one worksheet with one client

Start on Free with 3 clients, 2 GB total storage and 100 MB per file. Solo is €19/month plus tax with unlimited clients, 50 GB and 1 GB per file. A recording larger than the plan's file limit needs a smaller export or another delivery method.

Questions before you start

Choose a plan for your document exchange

On Free, each file expires 180 days after upload. Your clients and their access stay active, so you can keep sharing new files. Active paid plans have no plan-imposed retention limit. Expiry settings, deletion and cancellation rules still apply; a persistent portal address does not guarantee permanent file availability. Team sizes include you. No setup fees or automatic overage charges. Prices exclude applicable tax.