Content Snare is an alternative to FileInvite for collecting documents and files from your clients
Content Snare vs FileInvite
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 portal that is a dream for your clients to use. When you're asking for information from your clients, that's really important.
Think about your client's experience when they view their portal for the very first time. Is it extremely clear where they need to click, and what they need to do? If you've ever been on the receiving end of an unfamiliar FileInvite, you'll know the answer is no.
If the process is difficult for them, they'll avoid following your instructions and ultimately end up frustrated at their experience of working with you.
What your client sees
Zero learning. Extremely simple. Lightning fast.
In Content Snare, there's only one thing for them to focus on at a time. This makes the process much easier for them.
Collect more than just files
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.
In FileInvite they have to type into a PDF.
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.
How you can use Content Snare
Mortgage and Finance
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.
Which should you choose?
It really depends which tool fits your workflow better.
Content Snare is great if you want to create a seamless process that your clients actually like using.
FileInvite is great if you need your clients to fill out PDFs that you cannot deviate from. Content Snare can't do that yet.
The best way to decide is to take both tools for a trial and see which works for you. Get your free 14-day Content Snare trial here.