Content Snare is the smart, stress-free way to collect documents from clients.
It's a simple, secure portal where your clients can complete your document checklist.
Automatic reminders keep clients accountable and let you work on more important things than chasing clients.
When you need to collect documents from clients, it's like pulling teeth. Chasing them for weeks (or months) drains your productivity, makes your job harder, and is no one’s idea of a good time.
One single missing document can bring the entire process to a screeching halt. You do your best but with all the emails flying around, it can be hard to tell what info you have, which version is correct and what’s missing.
The resulting document collection chaos stalls projects and confuses clients.
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.
We decided to move forward with Content Snare because we had overwhelmingly positive feedback from the clients we were testing it on.
Content Snare transforms the way you collect documents from your clients. It's a secure document collection platform that turns a tangled mess into a smooth end-to-end process. The result is more free time and boosted productivity.
Intuitive and dead simple to use, it’s your single source of truth. Plan, request and approve documents in one place quickly, simply and accurately.
Give your clients mistake-proof instructions and requirements, then enjoy liberating freedom from chasing documents (while Content Snare gives gentle nudge to clients when needed).
Your clients will never be in doubt what’s required. Your team will always know the status of the process.
"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."
Unlike most document collection software, Content Snare can request any kind of information from your clients. You can create:
You'll find loads of templates in Content Snare ready to go.
Constantly chasing clients for documents is a needless waste.
Content Snare sends automatic, periodic reminders to your clients to save your team time and more importantly, sanity.
Having a central place for all your client documents means:
Once a document is approved by you, it's locked in to prevent changes. If they uploaded the wrong file, simply reject the document and your client will be prompted to come back and correct it.
Once their finished, download all your documents in one click.
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 the document collection process with our integrations.