Start the engagement with the data, not a week of emails
The brief, the missing spreadsheet and the final report belong in one client exchange. Give clients a clear place to send inputs and find your work.
Droplana is a client document portal for consultants. Each client gets one private portal where you collect the inputs an engagement needs and send back drafts and the final report. Clients need no account, password or app. Keep creating the work in your existing tools.
See the missing input before the next meeting
Brightfield Advisory has received three of Granger Foods’ four requested inputs. The cost breakdown is still missing. The fictional client sees that request first and can upload against it without searching the kickoff email.
Actual phone checklist for a fictional consulting engagement, cropped to the requests. Inspect the client view.
Prepare the first request
List the brief, background documents and current figures you need. Reuse a checklist template, then remove requests that do not belong in this engagement.
Keep feedback with the draft
A clarification on the process map stays in that file’s comments. Share a revision as another file with a clear name; there is no automatic version-control system.
Easy for executives
No account, no password, no app. A CFO opens one link, confirms their email once on a new device and finds every report you sent.
Return the finished work
Upload the final report and supporting model to the client’s files. Nobody has to search a 40-message thread for the version from week three.
A client portal for consultants, from brief to final report
- Send a first-client request. Copy the consulting document-request template. Set out the engagement objective, named inputs and the person who should provide them.
- Collect the inputs. Add a document checklist. In the example above, the missing cost breakdown is visible to both sides. Request only necessary information; a system access list should describe systems and owners, not contain passwords.
- Clarify the draft. Upload a report, deck or model and ask a specific question in its comments. While the thread is open, replies appear within a few seconds.
- Return the deliverable. Upload the final version with a clear filename. The client can mark it Approved or Rejected, or comment with a remaining question.
The inputs and your work stay with the same client
This business view shows Brightfield’s returned documents beside files received from Granger Foods. “Sent” and “Received” describe direction from the business’s perspective.
Actual phone-width business view, cropped to four files, with fictional engagement data. Inspect the file exchange.
Keep the tools you use to do the work
Droplana has no project plans, task assignment, billing, document editor or connector to your other tools. You upload documents separately, or let an AI assistant or automation tool do it through the MCP server. Its organization is per client, not a set of permission-controlled project rooms. Multiple contacts on one client share the same portal; business colleagues share access to the business’s clients.
For an ordinary draft, a comment or approval marker may be enough. PDF signing is also available after email identification, but it is not a qualified signature and does not determine whether a statement of work meets legal requirements. See the client portal guide if you need to compare a focused document portal with a broader workspace.
Storage and data protection
Files, comments and metadata are stored on Hetzner infrastructure in Germany. Files are encrypted in transit and at rest with a key derived per file. Droplana is operated by Ubique d.o.o. in Croatia. A DPA is available on every plan; review the security details against your own requirements.
Plans for your client exchange
Free
€0/month
Just you
3 clients
2 GB storage
Up to 100 MB per file
Solo
€19/month
€190/year
Just you
Unlimited clients
50 GB storage
Up to 1 GB per file
Practice
€49/month
€490/year
Team size: 5
Unlimited clients
250 GB storage
Up to 2 GB per file
Studio
€99/month
€990/year
Team size: Unlimited
Unlimited clients
1 TB storage
Up to 5 GB per file
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.
Compare plan detailsQuestions before you start
Can several client contacts use the same portal?
Yes. Add the authorized email addresses to that client. They share the same portal and documents; there are no separate permissions for different contacts within it. Under default Strict access, each verifies their email on a new device.
Does Droplana chase missing engagement inputs?
Checklist stall reminders are on by default and can be disabled for the business. After 7 days of inactivity with missing items the client gets an email; after 14 days the reminder comes to your business. Each stage sends once for that stall. Requests do not recur automatically each month.
Does an approval replace a signed contract?
Droplana records a file approval as feedback. It does not determine contractual effect. PDF signing is a separate feature and is not a qualified electronic signature; assess the document’s requirements separately.
What happens when the engagement ends?
You can revoke client access or leave the portal available for further exchange. File retention still follows your plan, expiry settings, deletion choices and cancellation rules. Export the files you need for your own records.
Can I try it with real clients on Free?
Yes. Free supports up to 3 clients, 2 GB total storage and files up to 100 MB. Each Free file is kept for up to 180 days after upload. Paid plans have unlimited clients; their storage and team allowances differ. Prices and limits are shown above.
Compare the document exchange
See how a client portal compares with email attachments and shared cloud folders.