Content Snare is a widely used alternative to FileInvite, trusted by over 1,600 businesses globally to collect documents, files, and client data. Designed for ultimate simplicity, it streamlines the document collection process with an intuitive interface, meaning you'll get what you need faster.
Try Content Snare today to create a beautiful, cost-effective portal for your clients.
Many businesses use Content Snare as a File Invite alternative, but they are not direct replacements. It depends on what you want to achieve.
Content Snare is the ideal tool for professionals who need to securely collect files, documents, and data from clients while reducing back-and-forth emails. It is widely used by accountants, bookkeepers, financial advisors, real estate professionals, and legal firms to automate document requests and speed up onboarding processes.
FileInvite creates a portal where your clients can upload files and complete PDFs online. Technically, it does both of these well.
With Content Snare, you can also create your own portal. The key difference is that it's a dream for your clients to use. When you're asking for information from your clients, that's really important.
When the process is simple for your clients, you'll get the files you need faster. If the process is difficult, they'll avoid following your instructions and ultimately end up frustrated at their experience of working with you. Businesses using Content Snare have seen a 71% reduction in time spent gathering information and a 77% decrease in data collection costs.
When evaluating systems, put yourself in your clients shoes. Imagine you're receiving an invite for the first time. Is it extremely clear where they need to click, and what they need to do?
Content Snare provides the simplest client experience available.
If you're looking for a FileInvite alternative that needs to collect payments or digital signatures, Content Snare may not be a fit, although it integrates with external tools like Zapier and Make to connect with payment gateways and e-signature platforms..
Currently Content Snare does not allow PDF filling. In most cases, we don't recommend this anyway, as PDFs are complex and unwieldy for clients to complete.
The alternative is to create a Content Snare questionnaire, with instructions for every question, so your client knows exactly what they need to do.
Content Snare has been recognized by industry leaders and featured on sites like Xero, WP Engine, FutureFirm, and GoDaddy. With hundreds of positive reviews on platforms like Capterra, G2, and the Xero App Store, businesses worldwide trust Content Snare to improve efficiency and streamline document collection.
The client-facing portal in Content Snare goes through constant testing and development to ensure it requires zero learning and is lighting fast.
There's only one thing for your client to focus on at a time, making the process much easier.
“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.”
With Content Snare you can request any kind of information from your clients. If you want them to type in something like a phone number, ID number or any kind of text, that's easy. Provide instructions for each question individually to make sure they get it right the first time.
In FileInvite they have to type into a PDF. If you need to explain any items on the PDF, it has to be done in a separate thread.
Clients often get things wrong or send the wrong file by accident.
Normally you have to write an email explain which file the problem is in, what's wrong, and what they need to do to fix it. If your client doesn't follow your instructions to the letter, they'll end up in the wrong place.
In Content Snare, you can mark a single item as needing an update from your client. They'll get a email taking them right to where they need to be to make the change.
Collect onboarding documents and files from clients.
Send document requests to your clients to close month or year end faster.
Collect case files and documents from your clients with ease.
Gather vendor, supplier or speaker info for your event.
Collect website or marketing content, case studies, reviews & FAQs.
Other industries that use Content Snare include marketing, HR, education & real estate. Collect any information from anyone, faster.
"After moving to Content Snare, we’ve got this completely seamless process, and we’ve had people comment about how easy it was for them to get the information to us."
"Content Snare is like our newest team member. We just don’t have to pay a payroll and benefits to it, but it’s doing the job that we would have had a person do and doing it better."
If you're tired of chasing your clients for information, see how Content Snare can help.
Click the button below to try it for yourself and collect information from clients in record time.
