Proposals
Send proposals and engagement letters from Content Snare, so the onboarding starts and finishes in one place.
API improvements and MCP support
A deeper API, plus MCP support so AI agents can draft and send requests directly.
Client groups, entities and contacts
Support for family groups, trusts and entities, with several contacts against one client.
Template categorization and tagging
Better organization for templates so you can find things when you need them.
Single sign-on and social sign-on (SSO)
Simplified access with SSO and common social login options.
Permissions enhancements
More granular permissions and request watchers to control who sees what.
And plenty more
We are always re-evaluating our roadmap based on your feedback. What you see here are only the major developments we are planning.