Automate document and file collection with a simple and secure client portal solution
Content Snare is a document portal software that speeds up the slow and tedious process of collecting business files from clients.
14-day free trial, no credit card required.
Save valuable time with a client portal that makes life easier for both of you
Claim back hours of your work day
Collecting files and documents from clients can be a slow, tedious, and disorganized process. You can easily end up with different versions, lost attachment, or long delays in getting the content you need. When you use a client document portal software like Content Snare, you automate the file collection process so you can spend more time working on client projects and less time chasing files or clients around.
Help your clients share files easily
When you make life easy for your clients, you get what you need from them much faster. Content Snare has the simplest client interface on the market so it’s easy to use for your clients. Instructions are simple, so you can be sure your clients won’t get lost in too many steps. It also doesn’t require them to have their own Content Snare account to share files. The tool’s auto-save features work to make sure your clients don’t lose any entered information if they step away from the platform. They can always complete requests in multiple sittings.
"We are saving time and money with Content Snare, but it’s more than that. It alleviates the heat, miscommunication and frustration of trying to get the information we need from clients."
Vander Guerrero, Eventmobi
"My clients tell me it gets them really focused and keeps them on track. That makes my life so much easier."
Imogen Allen, Umbrella Digital
Problems arise when clients don't understand what they are responsible for. Half the time they blank on having to send you the files you need to get started on your client projects. Content Snare helps you define responsibilities in your working relationship through simple and friendly instructions. The platform will send automatic email reminders to your clients asking them for what’s needed until all files are shared.
Find client files faster
With Content Snare, you can access all your client uploads in one secure online document portal. No need to search through endless email threads or deep in shared folders to find what you need. Once you’re in the client portal, you’ll know at a glance what has been provided, what is outstanding and which version of every document is the latest. Content Snare helps you stay organized with built-in checklists.
"Since moving to Content Snare, we’ve got this completely seamless process and clients comment about how easy it was for them to get the information to us."
Jarrod Robinson, The App Match
"The best part is the support. The other day I had an issue, and they jumped at the opportunity to help me. It didn't take long for the team to uncover the issue and get me back to work."
Chris Penny, Lawn Authorities
Provide a layer of security
Content Snare is built to help your client securely share their data with your business. The tool sends a unique link to your client so they can access the secure client portal. You can add additional security features by including a password.
Get first-class support
The Content Snare team is here to help if you have any questions or need guidance when setting up your client portal. We’re happy to run through your process with you to see if anything can be improved. You'll also get access to best practice guides and help documents to get you and your team up to speed on how to get the most out of the tool.
Industries that use Content Snare
Collect website or marketing assets, case studies, reviews & FAQs.
Gather vendor, supplier, or speaker info for your event.
Mortgage and Finance
Collect onboarding documents and files from clients.
Collect copy, marketing collateral, social graphics, goals and more.
Collaborate on website and marketing content. Receive submissions.
Content Snare is also used by
law firms, HR firms, accounting & real estate firms