Drive Workflows by eSociete.frdriveworkflowsby eSociete.frDrive Workflowsdriveworkflows
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Client workspace for WordPress

The WordPress client portal that sends your clients’ files straight to Google Drive

…and moves every request through the workflows you design.

A private space for each client on a WordPress site, with documents straight from the company Google Drive. Clients upload files into their own folder and send requests that move forward by themselves, on the web and in the Cloud Docs Pro app.

Try the live demo See the features

Each client opens a private space with their own folders.

Storyboard with demo data. The final version is a screen recording from the demo site.

Why Drive Workflows

01

A private folder per clientFree

Each client sees only their own folders of your Google Drive.

02

Files both waysUploads: Pro

You share documents with each client. Clients upload theirs straight into their folder of your Google Drive, even large files.

03

Custom workflowsPro

The company sets up its own workflows: a form, an approval by e-mail, team steps, files filed in the right folder.

04

Data stays in-houseFree

Every document stays in the company Google Drive and every request in the company WordPress site.

Free version on WordPress.org · Pro in every paid plan · See prices

The plugin and the app

The Drive Workflows plugin for your WordPress site, the Cloud Docs Pro app for your clients' phones, and tutorials to set up each workflow.

Drive Workflows pluginFree version available

Private client folders, uploads and requests on any WordPress site. Free version on WordPress.org; uploads and requests in every paid plan.

See the features
Screenshot: a client's space on a WordPress site (demo data)
Screenshot: Cloud Docs Pro (phone, demo brand)

Cloud Docs Pro appPro

Clients follow their documents and requests on their phone, with the company's branding.

Discover the app

Use cases

Screenshot: accountants example

Accountants and bookkeepers

Clients drop receipts and invoices, and find their finished statements in their own space.

See how
Screenshot: real estate example

Real estate agencies

Owners' documents for the mandate and tenant application files, gathered in one private space per client.

See how
Screenshot: virtual offices example

Virtual offices and mail scanning

Mail scans in each client's space, forwarding requested in one click.

See how
Screenshot: web agencies example

Web agencies and freelancers

A client portal for every WordPress site built for clients.

See how

Also used by insurance brokers, law firms, architects, translation agencies, training centres and more. Another field? It very likely fits too.

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Workflow examples

A workflow is a request that a client starts from their documents. Each step then follows by itself, or when the team ticks it off.

The order and its files reach the studio in one step, with nothing for anyone to sort.

  1. Step 1 · The clientThe client selects the print-ready files and chooses "Send for printing": quantity, paper, delivery date.
  2. Step 2 · The filesThe files are copied straight to the studio's "Print jobs" folder.
  3. Step 3 · E-mailThe studio gets an e-mail with every answer and the list of files. Done.

Where the files end up: The originals in the client's folder; a copy in the studio's "Print jobs" folder, ready for production.

An applicant sends a tenant file; the agency checks it is complete before passing it on to the landlord.

  1. Step 1 · The clientThe applicant selects their documents and chooses "Submit my application".
  2. Step 2 · ApprovalThe letting agent checks the file and approves it once it is complete.
  3. Step 3 · The teamThe agency ticks "Sent to the landlord", then "Landlord's decision".
  4. Step 4 · The filesA copy of the complete file goes to the "Applications/Complete" folder.
  5. Step 5 · E-mailThe applicant gets an e-mail: the request is complete.

If a document is missing at step 2

  1. ApprovalThe agent declines the file.
  2. E-mailThe applicant gets a "declined" e-mail.
  3. The clientThe applicant adds the missing document to the folder.

Back to step 1: the applicant submits again

Where the files end up: In the applicant's folder, with a copy of the complete file in "Applications/Complete", in the agency's Google Drive.

The architect shares a plan; the client approves it, or asks for changes until the plan is right.

  1. Step 1 · The filesThe architect saves the new version in the client's "For approval" folder.
  2. Step 2 · The clientThe client right-clicks the plan and chooses "Approve this plan".
  3. Step 3 · The filesThe plan moves to the "Approved plans" folder by itself.
  4. Step 4 · E-mailThe architect gets an e-mail with the client's comment.

If changes are needed at step 2

  1. The clientThe client chooses "Ask for changes" and says what to change.
  2. The teamThe architect's team ticks "Changes in progress".
  3. E-mailThe client gets an e-mail when the changes are done.

Back to step 1: a new version arrives

Where the files end up: Approved plans in the client's "Approved plans" folder; plans under discussion stay in "For approval".

The photographer saves the proofs, smaller and watermarked, in the client's "Proofs" folder. The client can view them, not change them. The final photos come back in high resolution.

  1. Step 1 · The clientThe client selects the favourite proofs, right-clicks and chooses "Order these photos". A comment box takes any retouching wishes.
  2. Step 2 · The teamThe photographer ticks "Retouching", then "Photos ready" once the high-resolution files are in the client's "Final photos" folder.
  3. Step 3 · The filesThe chosen proofs are copied to "Selection", as a record of the order.
  4. Step 4 · E-mailThe client gets an e-mail: the photos are ready to download.

Where the files end up: Proofs in "Proofs", the chosen ones in "Selection", the high-resolution photos in "Final photos": all in the client's folder, in the photographer's Google Drive.

See all workflow examples

Setup

Rather have it done for you? We install the plugin, build your workflows, or make you a new website.

See all services

Setup on your existing site

Forms and tools connected

Custom workflows

A new website or a redesign

Made by a team that uses it

Drive Workflows is made by the team behind eSociete.fr and used every day with its own clients.

  • Paperboy, a virtual office in Narbonne and Béziers, handles its mail forwarding requests with it.

  • Personalised Website clients send their files straight into their folder in the eSociete Drive.

  • Daily use means improvements arrive first where they matter most.

Online, wherever clients are

Drive Workflows runs on the company's own WordPress site, so clients reach their space from anywhere, in any language.

Working toward the Digital Friendly Company certification, in preparation by eSociete.

Screenshot: the folder rule in the plugin settings (demo data)

"Each client sees only the folders set for them."

How to get started

  1. Step 1: Try the live demo

    Open the demo site and explore it as a client would. The demo account is ready to use straight away.

  2. Step 2: Install and connect the Drive

    Add the free plugin from WordPress.org to a WordPress site (6.4 or later) and connect the company Google Drive once, for the whole site.

  3. Step 3: Set the clients' folders

    One rule, for example "Clients/the client's e-mail", creates each client's folder on their first visit.

  4. Step 4: Add requestsPro

    With a paid plan, start from the form plugin already in place, then add approvals, reminders and file moves. Tutorials in Help show each step, and the team can set it up too: see the services.

See a client's space in the live demo

A ready demo account opens straight away: just look around.

Try the live demo See prices

Questions

What is a client portal?

A client portal is a private space on a website where each client logs in to find their documents and send new ones. Drive Workflows is a WordPress client portal plugin: that space lives on the company WordPress site and shows each client the folders of the company Google Drive chosen for them. Clients can also send requests, such as an approval or a question about a document, and follow each one step by step.

How is it different from other client portal software?

Most client portal software keeps your files on its own servers and charges for each user. Drive Workflows runs on your own WordPress site, keeps every document in your company Google Drive, and is priced per site, with no limit on the number of clients.

Do clients need a Google account?

A WordPress account is enough. Clients log in on the company WordPress site, and one company Google account connects the Drive, once, for the whole site. Each client sees their own folders inside the site, and every file they upload goes straight into those folders in the Drive.

Is Drive Workflows free?

There is a free version on WordPress.org: it connects the company Google Drive and gives each client a private space to see and download their documents, with every GDPR tool. Client uploads, requests and the Cloud Docs Pro app come with a yearly plan, from €149 a year VAT included. See prices

Where are the clients' documents stored?

For secure document sharing, every document stays in the company Google Drive, and every request and client account in the company WordPress site, at its host. Notifications for the Cloud Docs Pro app go through a small relay run by eSociete, which keeps only the list of sites and daily counters. The Security and privacy page explains it in detail.

Does it work on mobile?

Yes. The client space works in any phone browser, and the Cloud Docs Pro app for iPhone and Android (coming soon to the stores) adds the company's logo and colours, with a notification when a document arrives or a request moves on. The app links to the site with a QR code.