Secure client portal for documents & files

Content Snare is a smart, secure client portal that makes it easy to collect information, files and documents from your clients

14-day free trial, no credit card required.

Content Snare Requests in ipad pro
vander eventmobi

"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

A client portal that saves you time

1

Secure client portal

When you create a 'request', this sets up a portal for one client to answer questions or upload files.

Now there's only one place to go for all your client information, documents and files.

2

Automated email reminders

Content Snare sends a link to your client where they can access with or without a password - that's your choice.

Then it automatically reminds by email until they've answered all your questions or uploaded all your requested files.

3

Approve or request changes

When clients send you the wrong things, the resulting email back-and-forth wastes time and destroys profitability.

With Content Snare, you can easily manage the approvals or reject files without adding to your email load.

Industries

A client portal for any industry

Any business that requires information and files from clients can benefit from Content Snare.

  • Digital Agencies
  • Accounting
  • Mortgage Brokers
  • Lawyers & Law Firms
  • Immigration Consultants
  • Higher Education
  • Event Planners

Create your client portal for free

Create your client portal free for 14 days, no credit card required. The time saved could change your business.

Client portal builder

Collect any information from anyone

Use the drag and drop request builder to create a 'request'. This acts as a portal for your client.

Choose what kind of info you need by asking for files, images or text.

Group items into logical sections to simplify the process for you and your clients.

Document portal and file uploads

Request files and documents

Collecting documents through email and online storage quickly turns into chaos. Confusion over different versions, lost attachments and clients sending the wrong documents all waste your valuable time.   

Content Snare keeps everyone on the same page. At a glance, you’ll know what has been provided, what is outstanding and which version of every document is the latest.

document portal

Simple online client portal

A portal that your clients actually like

Most client portal software over-complicates the process for your clients.

The secret to getting your clients to follow your process is to make it easy for them. If they love interacting with Content Snare, you’ll get what you need faster. 

Content Snare has the simplest client interface on the market.

Automatic Reminders

Forget the constant nagging

Hassling your clients to send you info through your document portal can be awkward. But without reminders, you’ll never get your files. 

Keep your requests top of mind with automatic reminders.

Gently nudge your clients while keeping relationships intact.

Reminders

Simple & Flexible Portal

Content Snare helps you to create a process specific to your business, while making it easy for clients to submit content and files.

Client portal for documents and files

"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

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Help out your clients to get info faster

The most successful businesses assist their clients by providing guidance through their document upload portal.

Content Snare helps you provide quality instructions so your clients know what they need to upload.

Clear responsibility

Problems arise when clients don't understand what they are responsible for.

With Content Snare, responsibility is clearly defined and clients are held accounbtable through automatic email reminders.

Client portal for documents and files

"Clients now understand that the responsibility is on them and have been much more active in providing their content."

― Jo Minney, Dev House

First-class support

If you run into any problems or just need some help setting up your client portal, book a free consultation with our team.

We'll run through your process and 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.

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Client portal for documents and files

"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

Get started today, free

Create your client portal free for 14 days, no credit card required. The time saved could change your business.