Deliverables, decks, and decisions - in one place

Droplana is a client document portal for professional service businesses. For consultants and advisors, that means one private, persistent portal per client for reports, decks, and working documents - no client account, nothing scattered across email.

The consulting communication problem

Independent consultants and small firms often operate at the same level as much larger consultancies - but with a fraction of the operational scaffolding. The deliverables are senior. The delivery infrastructure usually isn't.

Familiar pain:

• Email threads with a CFO that include 14 attachments and 20 forwarded notes.
• "Can you resend the deck from our second meeting?" - six weeks later.
• A client team passing your work around internally and losing track of which version is current.
• Sensitive documents bouncing through inboxes that maybe shouldn't be.
• The end of the engagement - your work scattered, no clean handover artifact.

The work is high-trust. The delivery should match. For the full picture on what a client portal is and how to evaluate one, see our client portal guide.

Why consultants use Droplana

A single, professional surface

One link per client. The CEO opens it and finds everything: the strategy doc, the latest financial model, the meeting notes, the agreed next steps. Every document sits encrypted per client - see our security setup for the details.

Built for high-touch engagements

Most "client portals" are designed for transactional work - send invoice, receive payment. Consulting is conversational. Droplana combines files and messages, so the context lives next to the deliverable.

Less awkward than asking for a Drive permission

Senior executives don't want to create a Google account, request access, and wait for approval. They want a link that works. Droplana clients open their portal and confirm their email once. Done.

A clean record of the engagement

Three months in, when someone asks "what did we recommend in week 4?" - it's right there in the portal, with the doc, the message, and the date.

Easy handover

At the end of the engagement, your work is organized. The client has a tidy archive. You look like the senior advisor you are.

Common consulting use cases

Strategy consultants

Discovery docs, market analyses, strategic recommendations, board presentations, ongoing strategy memos.

Management consultants

Operating model reviews, transformation roadmaps, change management plans, working sessions, executive summaries.

Financial advisors & fractional CFOs

Cash flow models, financial reports, investor decks, budget reviews, monthly check-ins. (Not investment advice - for advisory & analysis work.)

Operations consultants

Process audits, workflow documentation, SOPs, implementation plans, ongoing tracking.

HR & people consultants

Compensation reviews, org design docs, hiring frameworks, sensitive policy work.

Tech & digital advisors

Technical audits, architecture recommendations, vendor selection memos, implementation roadmaps.

How it fits a consulting workflow

Engagements usually start with intake before they start with delivery: financials, an org chart, prior reports, system access. A document checklist lets you define exactly what you need to start, and see what's still missing before kickoff instead of chasing it over email.

You work the way you already do.

• Build models in Excel.
• Write memos in Word or Google Docs.
• Build decks wherever you build decks.
• Take meeting notes wherever you take meeting notes.

When something is ready for the client - finished, draft for review, working version - it lands in their portal with a short message explaining what it is and what they should do with it.

The client's experience: open their portal, see what's new, read the message, open the file. No friction.

Quick FAQ

Are documents secure? Each client portal is isolated. Clients only see their own portal. You control what's shared.

Can my client's team access the portal? On Relaxed access, clients can forward their permanent link to their team - no accounts needed. On Controlled or Strict, access is tighter: one-time links work once, and in email-only mode only the addresses you have added to that client can get in, each verifying from their own inbox.

What happens at the end of an engagement? You can keep the portal active for reference, or revoke access cleanly. The files stay put either way. Your call.

Is this a replacement for the tools I use to do the work? No. Droplana is the client-facing surface. Your modeling, writing, and analysis happens wherever it already does.

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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