Dashboard

Everything you're waiting on, in one spot

The only person who knows where a client is up to is whoever sent the email. Now it's one screen showing every client, how far through they are and who's chasing them. Nobody doubles up, and nothing sits there for three weeks before somebody notices.

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No strings, catches or credit card required.

Just enjoy a lot less stress.

Requests
12 open
Dana Whitlock
83%
Due 18 Sep · 3 still to do
Owen Pryce
45%
Due 25 Sep · 4 answers to review
Ravi Chandra
20%
Overdue by 3 days
Dana Whitlock
Individual tax return · due 18 Sep
5
Approved
10
Done
3
To do

Folders and filtering

Simple, intuitive organization

Find the information you need fast with instant search. Create folders for anything, like months, years or types of projects. Filter by client or assigned team member to only show the requests that are important to you right now.

Table view

See more at once

Have loads of requests or just prefer a table view? Switch your dashboard over to table view to see more on one page.

Kanban

Create your own workflows

Define your own workflow for requests on the Kanban view. Create steps for multiple levels of approval or just use it to organize your requests.

Jodi Porteous,
Northwest Accountancy

“I know how many requests I have outstanding, I know who to follow up, and I can see where clients are stuck at all times.”

Take the stress out of gathering client info

Try Content Snare today

Content Snare removes chasing content and documents from your to-do list, freeing up your time, energy and headspace to focus on getting your job done, growing your business or, simply, just enjoying more spare time back in your day.