Content Snare is a twist on the traditional client portal. Instead of a dumping ground for files, it's a simple, organized document portal that your clients navigate as easily as a checklist.
Collect the files you need from clients in record time while creating an amazing experience for your clients.
Collecting files and documents from clients can be a slow, tedious, and disorganized process. You can easily end up with different versions, lost attachments, 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.
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.
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.
"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."
"My clients tell me it gets them really focused and keeps them on track. That makes my life so much easier."
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.
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.
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.
Collect website or marketing assets, case studies, reviews & FAQs.
Collect onboarding documents and on-going tax doc files from clients.
Collaborate on website and marketing content. Receive submissions.
Gather vendor, supplier, or speaker info for your event.
Collect copy, marketing collateral, social graphics, goals and more.
law firms, HR firms, Mortgage and Finance & real estate firms