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 a secure document collection app that transforms the way you collect documents from clients. Simpler than a client portal, it turns what was a tangled mess into a smooth document collection process. The result is a 71% reduction in the time spent chasing clients.
Intuitive and dead-simple to use, it’s your single source of truth for managing client documents. Request & approve documents in one place quickly, simply and accurately.
Create a document checklist for clients, and provide mistake-proof instructions so they upload the right documents the first time. Then enjoy freedom from chasing documents, while Content Snare sends automatic reminders to keep your clients accountable.
"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 Instead of information spread across email, outdated client portals and online storage, it's all in one document collection tool.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.
"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 infomration 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."