Collecting documents from clients is like pulling teeth. If you request 10 documents, you’ll get 6 back. The other 4 were the critical ones you needed to start work. And so begins the process of going back-and-forth trying to get the documents you need.
With all the emails flying around, it’s hard to tell which documents you have, which version is correct and what you’re still waiting on. This destroys productivity, makes your job harder and can make you want to scream at your clients.
One can only handle so many incorrect “I already sent you that” emails.
We didn't have a central platform for exchanging files with our clients. Not everybody is savvy enough to use Dropbox, and some clients would flood our inbox with 20 emails in a day.
Our clients love it because they know exactly what they need to provide, they can track what they have and haven't done, and they can come back to it later. Content Snare significantly limits the amount of back and forward we have to do, and saves us a huge amount of time.
Content Snare is the leading secure document collection software for professional services. Accounting firms, law firms, mortgage brokers, and agencies use it to collect documents and information from clients without the back-and-forth.
Clients get a secure, branded portal where they upload what you need, answer questions, and complete tasks at their own pace. No login required. Everything auto-saves. Automatic reminders keep them accountable.
Your team gets a single source of truth. Request and approve documents in one place. See exactly what's outstanding. Download everything when it's done.
Customers report a 71% reduction in time spent chasing clients, and a 23.9x return on investment. ISO 27001 certified.
"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."
Content Snare centralizes your document collection. Instead of information spread across email, outdated client portals and online storage, it's all in one document collection tool. You’ll find everything accessible on one dashboard.
At a glance, see the progress of all outstanding requests and identify which clients are in need of a nudge.
Unlike most document collection software, Content Snare can request any kind of information from your clients. With a flexible solution, you can create intake forms, onboarding questionnaires as well as client document checklists. Clients can:
You'll find loads of templates in Content Snare ready to create your document collection process.
The key to getting your documents on time is making the process easy for your clients. Content Snare’s branded document portal is carefully crafted and tested to reduce overwhelm.
"Content Snare has made collecting documents from candidates so much easier and faster. Our candidates from all over the world can easily access their portal, watch videos, get information, and download templates before uploading their documents for us to check. This has saved a huge amount of time not having to send multiple emails or explaining the requirements."
Automated reminders make it easy to manage client documents.
Content Snare sends customizable, automatic reminder emails or SMS to your clients to save you the time & headache.
Every reminder sent to a client has a link to their secure, branded upload page. Everything they type in or upload is saved automatically, so when they receive the next reminder, they can continue where they left off.
If a client uploads the wrong file, simply reject the document and your client will be prompted to come back and correct it. If clients have questions or you need to provide clarification, you can use the built-in discussion system to add comments directly to the file in question.
These processes drastically cut down on email and save even more time.
If you collect the same set of documents from all your clients, save your document request as a template.
From then on, reuse that template with each new client. It will take less than a minute to set up.
Better yet, you can automate your document collection process with our integrations.
If you're tired of chasing clients for documents, try our document collection software.
Start your free 14-day trial by clicking below.
"Our process was initially taking about three to four weeks with a lot of back and forth. Once we implemented Content Snare, we were able to get our process down to under two weeks, which is ideal for our business."
"The first request I sent was to someone who hardly knows how to use a computer. Within a day they gave me ALL the content. I am really not used to that. It was kind of amazing."
"It saves the headache of all the back & forth with clients and wasting time on countless emails. But perhaps most importantly, it saves me so much brainpower and stress! No more worrying about whether clients will supply information on time."
"My favorite part of Content Snare is that it is really, really organized. It's well-structured, and I know it's very easy for our clients to go through it. The automated emails can be generated very easily."
Content Snare is the leading document collection software for professional services. It gives clients a simple, branded portal where they upload documents, answer questions, and complete tasks at their own pace from any device. No login required, everything auto-saves, and automatic reminders do the chasing for you. Over 1,900+ firms use it, with 110+ pre-built templates for accounting, legal, mortgage, and more. Customers report a 71% reduction in time spent collecting client information.
Email scatters documents across threads, has no progress tracking, and forces you to manually chase clients for missing items. Content Snare puts everything in one place with a clear view of what's outstanding. Clients get automatic reminders, everything auto-saves, and you can approve or reject individual items without sending another email. If a client has a question, they ask it right there next to the item instead of starting another email thread.
Yes. Form builders are designed for quick surveys, not for collecting documents and information that takes days or weeks to complete. If a client closes their browser halfway through a Typeform, they lose their progress and have to start again. Content Snare auto-saves on every keystroke, sends automatic reminders to bring clients back, and lets them upload files alongside their answers. Clients don't need to create an account.
Yes. Content Snare is ISO 27001 certified with encryption in transit and at rest, unique encryption keys per company, role-based access controls, and infrastructure hosted on AWS. It keeps sensitive documents out of email entirely.
Customers report a 71% reduction in time spent collecting client information, a 77% reduction in costs, and a 23.9x return on investment. Some firms have tripled their capacity without adding headcount. The biggest savings come from automatic reminders replacing manual follow-up, getting correct documents first time with validation rules, and having everything in one place instead of scattered across email threads.
Yes. Unlike most document collection tools, Content Snare handles file uploads, text questions, tables, spreadsheets, and tasks all in one request. You can build intake forms, onboarding questionnaires, and document checklists without needing separate tools. Conditional logic lets you show or hide questions based on previous answers, so each client only sees what's relevant to them.
Yes. Content Snare works both ways. You can send documents to clients securely through the same portal, like tax returns, financial statements, reports, or engagement letters. Clients can view and download what you've sent alongside the items they need to complete, keeping everything in one place instead of sending attachments by email.
This is the most common concern we hear, and the answer is yes. Content Snare has been used by thousands of firms since 2017 to collect documents from hundreds of thousands of clients. The secret is how simple it is. Clients don't need to create an account or install anything, it works on any device, everything auto-saves, and they can see exactly what's left to do. 79% of clients give direct positive feedback about the experience. That's why we have hundreds of reviews across G2, Capterra, and the Xero App Store.
