ChatGPT answers, unedited

For a small agency, I’d pick Frame.io if the priority is recording walkthroughs, keeping the original/raw video files, and securely delivering those files to clients.

My pick: Frame.io

It fits this workflow particularly well:

Staff records → uploads raw video → agency organizes it by client/project → client gets controlled access.

• Strong file workflow: It’s designed around media assets rather than just video messages, with folder/project organization and uploads of original media. help.frame.io
• Secure sharing: Pro includes passphrase-protected shares, expiration, and share permissions; Enterprise adds more restrictive, email-specific Secure Sharing. help.frame.iohelp.frame.io
• Good access controls: Restricted projects and granular roles let you separate clients and staff. help.frame.iohelp.frame.ioframe.iowww.loom.com
• Security: Frame.io says uploaded media is encrypted at rest with AES-256 and supports MFA/SSO and other enterprise controls. frame.io
• Raw-file delivery: Clients can be given download access when you actually want them to receive the source file, rather than relying on a compressed screen-recording platform.

When I'd choose Loom instead

Loom is better if the walkthroughs are primarily quick internal/client explanations and you don't particularly care about maintaining a professional media-library workflow.

Loom has privacy controls, password protection, activity logging, download restrictions, and enterprise security features. www.loom.com

But for an agency where “the raw recording is the deliverable/file we need to retain and securely hand off,” Frame.io is the more natural fit.

One caveat: Frame.io's strongest controls—such as Secure Sharing, DRM, and some advanced security settings—are Enterprise features. help.frame.io For a small agency, I'd probably start with Frame.io Pro or Team, and only move to Enterprise if your clients require SSO, tightly restricted sharing, DRM, or similar controls. help.frame.io

If you tell me how many staff you have and whether the walkthroughs contain client/customer PII or other sensitive information, I can narrow this down to the best 2–3 options and their current costs.

For a small agency, I’d use Frame.io as the central tool—especially if the walkthroughs are video and you need to retain the original/raw files.

Why it fits:

• Raw media storage + review: Staff can upload recordings, keep originals organized by client/project, and clients can review in the browser without receiving a loose pile of files. Frame.io explicitly supports organizing and retrieving RAW files. frame.io
• Controlled sharing: Pro includes passphrase-protected shares, expiration dates, download controls, and permissions. Team adds restricted projects/folders. frame.io
• Good security baseline: Frame.io reports SOC 2 Type 2 and ISO 27001 certification, encryption at rest, and encrypted connections. frame.io
• Large-file workflow: Its Transfer app is designed for moving large media files rather than relying on ordinary email attachments. frame.io

What I'd choose

Small agency, normal client confidentiality → Frame.io Team.
It's currently $25/member/month, with 3 TB included plus 2 TB per additional member. frame.io

Sensitive client material / regulated work → Frame.io Enterprise.
That's where you get stronger administrative controls, SSO, more granular security, secure invite-only sharing, lifecycle management, and additional watermarking/security options. frame.io

One important distinction: don't use the recording tool itself as your security boundary. Have staff record locally or with your preferred screen recorder, then upload the original file into the agency's controlled Frame.io workspace. Give clients a restricted review/download link rather than sending the raw file through email or a consumer file-transfer link.

If your walkthroughs are primarily screen recordings rather than camera/video production, I can also compare Loom vs. Frame.io vs. Dropbox Replay specifically for a 5–20 person agency.

For a small agency, I’d use Loom + Dropbox rather than trying to make one tool do everything.

• Loom for the actual remote walkthrough. It’s very easy for staff to record their screen/camera, and it supports privacy controls, password protection, downloads, and workspace administration. Atlassian Support Loom
• Dropbox as the agency's canonical archive for the raw recordings. Dropbox supports granular permissions, password-protected/expiring links, access controls, encryption in transit and at rest, and file recovery. Dropbox Dropbox Help Center

Why I'd choose this setup

The important distinction is "recording tool" vs. "file repository." Loom is excellent for making and reviewing walkthroughs, but I'd avoid treating the recording platform as your only long-term raw-file archive.

A simple workflow would be:

Staff member → Loom recording → download original → agency Dropbox client/project folder → share from Dropbox

For example:

Client / Acme / 2026-08-21 / Raw Walkthroughs /

Then give the client a separate Deliverables or Reviewed folder rather than exposing the raw archive.

If the recordings can contain client credentials, customer data, unreleased product information, or other sensitive material, I'd step up to paid business tiers and configure SSO/2FA, restricted external sharing, retention rules, and download permissions. Loom offers advanced privacy, activity logging and retention controls on higher tiers; Dropbox offers administrative sharing controls and SOC 2 documentation. Loom Dropbox

If you want just one tool: I'd pick Loom for convenience if the priority is recording + sharing, but Dropbox if the priority is securely retaining and handing off raw files.

loom.com
dropbox.com

For a small agency, I’d pick Frame.io if the priority is recording remote walkthroughs and then securely handing the original/raw video files to clients or collaborators.

My recommendation: Frame.io

Frame.io is particularly good when the videos themselves are client assets rather than just disposable screen-recording messages.

• Raw files: Upload the original recordings without having to route them through a separate file-transfer service.
• Controlled sharing: You can restrict projects, control download permissions, use expiring links and passphrases, and manage who can access assets. help.frame.io
• Security: Frame.io says media is encrypted at rest with AES-256 and uses TLS for communications; it also has SOC 2 Type 2 and ISO 27001 certifications. frame.ioframe.iowww.loom.com
• Agency workflow: Clients can review/comment on specific points in a video instead of exchanging files over email.
• Small-team pricing: The current Team plan is listed at $25/member/month, with 3 TB included plus additional storage per member. frame.io

Where Loom fits

Loom is probably the better choice if the primary activity is quickly recording a walkthrough and sending someone a link. It has excellent screen/camera recording and sharing, plus enterprise security controls. www.loom.com

But I'd favor Frame.io when “the raw file is an important deliverable”. Loom is fundamentally a video-messaging product; Frame.io is built more around managing, reviewing, and securely delivering media.

Simple agency stack I'd use:
Loom → quick internal/client walkthroughs
Frame.io → anything that becomes a client deliverable or needs controlled raw-file storage/sharing

If you're dealing with sensitive client material (customer data, unreleased creative, financial/legal information, etc.), I'd also configure restricted access, MFA/SSO where available, download restrictions, expiration, and a defined retention/deletion policy rather than relying on a generic “private link.”

For a small agency doing remote walkthroughs and then securely handing over the raw recordings, I’d use a two-tool setup:

Best overall: Loom + Dropbox

1. Record in Loom

• Very easy for staff: start recording, walk through the work, stop.
• Staff can record screen + camera/mic.
• Loom supports downloading recordings as MP4, so you retain the original recording outside Loom. support.atlassian.com
• Loom says its platform is SOC 2 Type 2 compliant and provides admin/privacy controls. www.loom.com

2. Store and deliver the raw files through Dropbox Business

• Put each project/client in a controlled folder.
• Give the client view-only or authenticated access, rather than emailing files.
• Dropbox supports passwords, expiration dates, granular permissions, and revoking external access. help.dropbox.com
• Files are encrypted at rest and in transit, and Dropbox provides team-level sharing/activity controls. help.dropbox.com

Why I wouldn't make Loom the archive

Loom is excellent for recording and reviewing, but I'd treat the downloaded MP4 as the agency's actual deliverable. That gives you control over retention, backups, client handoff, and what happens if you ever change video platforms.

A simple workflow would be:

Staff → Loom recording → download MP4 → project Dropbox folder → client gets restricted link

If the recordings contain client confidential information, customer data, financial information, or regulated data, I'd move up to the appropriate paid/business tiers and establish a retention policy rather than relying on free consumer accounts. Loom, for example, offers configurable retention on its higher-tier plans. support.atlassian.com

Alternative: If you want one platform rather than this two-tool workflow, I'd look at Dropbox Replay or a business video platform, but for a small agency I'd favor Loom + Dropbox for simplicity and separation of recording from file custody.

If you tell me how many staff you have, whether clients need to download the raw video, and whether the walkthroughs contain sensitive/client data, I can narrow this down to the cheapest appropriate setup.

For a small agency, I’d use Loom for recording + Dropbox for the raw-file vault.

• Loom is the easiest option for staff doing remote walkthroughs: screen/camera recording, quick sharing, and workspace controls. Its business/enterprise offerings include encryption, SOC 2 Type 2, admin controls, and SSO/SCIM on higher tiers. www.loom.com
• Dropbox is better as the canonical home for the original/raw recordings. It supports 256-bit AES encryption at rest, TLS in transit, granular permissions, password-protected/expiring links, access monitoring, and recovery/version history. www.dropbox.com
• Frame.io is worth considering if the agency does a lot of video production and clients need to review/comment on footage. It offers AES-256 encryption and granular access controls/expiring assets. frame.io

My recommended workflow

Staff → Loom recording → download original → agency Dropbox folder → client-specific secure share

That gives you a convenient recording experience without making Loom the permanent archive. For sensitive client material, I'd avoid "anyone with the link" sharing and require authenticated users or tightly controlled links; Loom explicitly supports workspace/private viewing controls. support.atlassian.com

If you tell me how many staff you have, whether recordings contain client PII/confidential information, and roughly how many hours of video you generate per month, I can recommend the most cost-effective specific plan/setup.

For a small agency doing remote walkthroughs and needing to retain/share the raw recordings securely, I’d use Loom + Dropbox rather than trying to make one tool do everything.

My pick: Loom for recording, Dropbox for the raw files

• Loom is the easiest staff-facing recorder: start recording, capture screen/camera/audio, and share the walkthrough immediately. Its current business offerings include video privacy controls, admin controls, activity reporting, retention policies, and download restrictions. www.loom.com
• Dropbox Business should be the system of record for the original/raw files. It provides encrypted storage and transfer, granular sharing permissions, password-protected/expiring links, and admin controls over external sharing. www.dropbox.com
• For genuinely sensitive client material, Dropbox's higher-tier end-to-end encryption can add another layer; the files are encrypted/decrypted on approved devices rather than being readable by Dropbox's servers. www.dropbox.com

A simple agency workflow:

Staff → Loom recording → download original → Dropbox / Client / Project / Raw Walkthroughs → controlled client share

I would not use Loom alone as the archival repository if “raw files” are important. Loom is optimized for video communication and sharing; Dropbox is much better suited to being your controlled file repository.

If your walkthroughs contain PII, financial information, customer records, credentials, or other regulated/sensitive data, I'd tighten the setup further—e.g. SSO/2FA, managed agency accounts, restricted external sharing, defined retention periods, and E2EE where appropriate.

If you tell me roughly how many staff you have and whether clients need to download the raw videos, I can recommend the most cost-effective specific plans.

For a small agency, I’d use Loom for recording + Dropbox for the raw-file archive.

• Loom: easiest for staff to record remote walkthroughs—screen + camera + audio, with quick sharing and downloads. Its enterprise offering includes SOC 2 Type 2, encryption, SSO, admin controls, and retention/audit features. www.loom.com
• Dropbox: better as the system of record for raw footage. Files are encrypted at rest and in transit, and team admins can control external sharing, permissions, link expiration, and access. help.dropbox.com
• For especially sensitive client material, Dropbox also offers advanced encryption on higher-tier plans. help.dropbox.com

Suggested workflow:
Staff → Loom recording → download original/raw file → agency Dropbox client/project folder → restricted share link

I wouldn't make Loom itself the long-term raw-video archive. It’s excellent for the recording experience, while Dropbox gives you stronger file-management and sharing controls.

If the walkthroughs contain client PII, credentials, financial information, or regulated data, I'd choose the Dropbox tier and Loom configuration based on those requirements rather than just buying the cheapest plans.

For a small agency recording remote walkthroughs (screen + voice + maybe camera) and then securely sharing the raw recordings, I’d usually avoid trying to make one tool do everything. A good setup is:

Best overall small-agency stack

1. Record: Loom

• Best for: staff walkthroughs, SOPs, client demos, internal training
• Pros: very easy for nontechnical staff, browser-based, quick sharing
• Cons: not ideal as your long-term raw video archive
• Use it for: “Here’s how we do this task” recordings

2. Store raw files: Dropbox or Google Drive

• Best for: keeping original MP4 files, folders by client/project, permissions, retention
• Dropbox is often preferred by creative agencies handling lots of large files; Google Drive is strong if the agency already uses Google Workspace. agencypro.app

3. Share securely: use restricted links
Configure:

• named-user access instead of “anyone with the link”
• expiration dates where possible
• download restrictions if appropriate
• separate client folders from internal folders

If the walkthroughs are client-facing and need approvals

Consider:

• Frame.io — good for video review workflows, timestamped comments, and production teams. cutsio.com
• Vimeo Review features — useful if you already use Vimeo for hosting. cutsio.com

If the “raw files” are sensitive

For things like customer data, internal systems, or unreleased client work:

• use business plans with admin controls
• enforce MFA
• keep an audit trail of access
• avoid sending raw MP4 attachments by email

Tools such as Google Workspace and enterprise file-sharing platforms provide stronger permission and security controls than simple consumer sharing links. expertinsights.com

My pick for a typical 5–20 person agency

• Internal walkthroughs: Loom
• Raw recording archive: Dropbox Business or Google Workspace Drive
• Client review/approval: Frame.io (if video-heavy)
• Final delivery: controlled Dropbox/Drive folder or a dedicated transfer tool

If you mean remote walkthroughs of physical spaces (property inspections, field audits, facility tours) rather than screen recordings, the recommendation changes.

For a small agency, I’d use Loom for recording + a dedicated secure file store for the raw originals, rather than treating the recording platform as your permanent file vault.

My picks

Best simple setup: Loom + Dropbox Business

• Loom is very good for staff doing remote walkthroughs: quick screen/camera recording, easy sharing, and it supports enterprise security controls and SOC 2 Type 2. www.loom.com
• Keep the raw MP4s in Dropbox Business, organized by client/project. Dropbox encrypts files in transit and at rest, supports 2FA, and has SOC 2/security compliance programs. help.dropbox.com
• Give clients/staff access to specific folders rather than sending raw files through email or leaving public links around.

If the raw video itself is highly sensitive: Frame.io

Frame.io is stronger when the agency routinely handles sensitive video/media. It has granular permissions, expiring links, download controls, passphrase protection, watermarking, and SOC 2 Type 2/ISO 27001 credentials. frame.io Its newer Secure Sharing feature can restrict a share to explicitly authorized email addresses, although that feature is currently limited to Enterprise Prime. www.loom.comhelp.dropbox.comhelp.frame.io

What I'd actually implement

Staff → Loom → download original → client/project folder in Dropbox → restricted client share

That gives you a very low-friction recording experience while making Dropbox the system of record for raw files. I'd also require MFA, individual staff accounts, no shared logins, and an agreed retention/deletion period.

If you tell me how many staff you have and whether the walkthroughs contain client-confidential/regulated information, I can narrow this down to the cheapest sensible setup and specific plan.

For a small agency recording staff doing remote walkthroughs (property walkthroughs, client demos, audits, onboarding, site reviews, etc.) and needing to securely share raw files, I’d usually separate the workflow into:

1. Recording tool (capture reliably)
2. Secure file storage/delivery (control the raw footage)

Good options:

My default recommendation for a small agency:

Option A (most agencies):

• Record with Riverside or Zoom
• Upload originals to Dropbox Business or Google Drive
• Share client copies through controlled links

Option B (simplest):

• Use Loom for everyday walkthroughs
• Store important/raw exports in cloud storage

Option C (video-heavy agency):

• Use Frame.io as the project hub
• Keep raw camera files in cloud storage/archive

For security, I’d look for:

• MFA required for all staff
• Individual user accounts (no shared logins)
• Expiring links
• Password-protected shares
• Audit logs showing who accessed files
• Folder permissions by client/project
• Automatic backups

A few questions would change the recommendation:

1. Are these screen recordings, phone/camera walkthroughs, or remote site/property inspections?
2. Roughly how large are the raw files (hundreds of MB vs 10–100+ GB)?
3. Are clients receiving the files, or only internal staff/editors?

For a small agency, I’d shortlist Loom and Dropbox Replay, but they serve slightly different needs.

My pick: Loom + Dropbox

Loom is probably the easiest tool for staff to record remote walkthroughs. Staff can record their screen/camera, then share a controlled link rather than emailing a huge video. Loom supports workspace-restricted or specific-person access, and its enterprise offering includes SOC 2 Type 2, SSO/SCIM, audit visibility, and additional privacy controls. www.loom.com

For the actual raw files, I'd use Dropbox as the agency's source of truth. Dropbox encrypts files in transit and at rest and supports 2FA and business-level administrative controls. help.dropbox.com

If your workflow involves clients reviewing footage, Dropbox Replay is especially attractive: it handles large video files, frame-accurate comments, versioning, password-protected links, and centralized sharing. It supports video files up to 150 GB. www.dropbox.com

Simple agency workflow

Staff → Loom recording → client/internal review → raw original uploaded to Dropbox → restricted Dropbox link for archival/download

I'd avoid making Loom the only repository for raw footage. Loom is excellent for recording and quick walkthrough sharing; Dropbox is better suited to being the controlled file archive.

If you tell me roughly how many staff you have, typical raw-file size, and whether clients need access, I can recommend the most cost-effective setup (including specific plans).

For a small agency, I’d use a two-tool setup:

1. Loom for recording — staff can quickly record their screen, camera, and narration for remote walkthroughs. Loom specifically supports plan/product walkthroughs and has SOC 2 Type 2 compliance and admin controls. www.loom.com
2. Dropbox Business for the raw files — have staff upload the original recordings to a team folder rather than treating Loom as the permanent archive. Dropbox supports encryption, 2FA, team sharing controls, and admin activity/reporting. www.dropbox.com

If the agency is video-heavy, I'd consider Frame.io instead of Dropbox. It's built specifically around video/media workflows, with permissions, review links, expiration controls, download controls, and stronger content-security features. frame.io

My pick

Loom → Dropbox Business is probably the best balance of easy for staff + inexpensive/simple + secure enough for most agencies.

I'd set it up so:

• Staff record in Loom.
• They download/upload the original/raw file to a restricted Dropbox team folder.
• Client-facing copies are shared separately.
• No sensitive raw footage is sent as email attachments.
• External Dropbox sharing is restricted to approved people/domains where appropriate. help.dropbox.com
• Keep an agency-owned account rather than having recordings live in an employee's personal account.

If you're dealing with client confidential material, PII, regulated data, or unreleased creative, I'd lean toward Frame.io with its stronger media-security controls rather than a basic Loom + cloud-storage workflow. frame.io

For a small agency, I’d pick Loom if the main job is “staff record a remote walkthrough and send it to the client.”

Why:

• Very low friction for staff—record screen/camera, then share.
• You can restrict recordings to specific people rather than making links public. support.atlassian.com
• Paid tiers support password protection and stronger privacy controls. support.atlassian.com
• Loom says its enterprise offering has SOC 2 Type 2 and encrypted data/security controls. www.loom.com

But if “raw files” is the important part

I’d use Frame.io instead.

Frame.io is better suited to an agency that needs to retain original video files, organize them by client/project, and securely deliver large media files. It supports encrypted media, granular access controls, expiring shares, download controls, and secure file transfer. frame.io

The catch is that some of its strongest security controls—including Secure Sharing and forensic watermarking—are Enterprise-only, so it can be overkill for a small shop. help.frame.io

My recommendation:

• Loom → best for routine staff walkthroughs and client communication.
• Frame.io → best if the recordings themselves are valuable deliverable/raw media assets.
• If you're already heavily invested in Microsoft 365 or Google Workspace, I'd also consider using their managed cloud storage for the master/raw files, with Loom just providing the convenient walkthrough layer.

For a typical 5–20 person agency, I'd probably choose Loom + a controlled cloud-storage folder for the raw masters rather than paying for Frame.io Enterprise.