Content Snare
Streamline client information collection with automated requests and reminders
About Content Snare
Content Snare is a client portal software designed to simplify the process of gathering documents, files, and information from clients. It eliminates the need for endless email threads by providing a secure platform where clients can upload files, answer questions, and track progress. With features like automated reminders, approval workflows, and customizable templates, Content Snare helps businesses save time, reduce frustration, and keep projects on track. Trusted by over 9,900 users in 103 countries, it's the smarter way to collect content and documents.
Pricing
Full pricing pageBasic
For solo practitioners and small teams
- 20 Active Requests
- 2 Users
- 20GB Storage
- 40 SMS / month
- Basic Integrations
- Starter Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Plus
For growing teams ready to standardise
- 50 Active Requests
- 5 Users
- 50GB Storage
- 100 SMS / month
- Custom branding
- Free migration
- Premium Integrations
- Guided Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Pro
For busy firms with high volume
- 100 Active Requests
- 10 Users
- 100GB Storage
- 200 SMS / month
- Custom branding
- Free migration
- Premium Integrations
- Guided Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Custom
Tailored to your firm's unique needs
- 200+ Active Requests
- 20+ Users
- 200GB+ Storage
- 400+ SMS / month
- Custom branding
- Free migration
- Premium Integrations
- Guided Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Basic
For solo practitioners and small teams
- 20 Active Requests
- 2 Users
- 20GB Storage
- 40 SMS / month
- Basic Integrations
- Starter Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Plus
For growing teams ready to standardise
- 50 Active Requests
- 5 Users
- 50GB Storage
- 100 SMS / month
- Custom branding
- Free migration
- Premium Integrations
- Guided Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Pro
For busy firms with high volume
- 100 Active Requests
- 10 Users
- 100GB Storage
- 200 SMS / month
- Custom branding
- Free migration
- Premium Integrations
- Guided Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
Custom
Tailored to your firm's unique needs
- 200+ Active Requests
- 20+ Users
- 200GB+ Storage
- 400+ SMS / month
- Custom branding
- Free migration
- Premium Integrations
- Guided Onboarding
- Unlimited clients / recipients
- Unlimited reminders
- Unlimited questions & upload areas
- Unlimited templates
- Drag and drop request builder
- Simple client portal
- Approval system
- Pre-made email templates
- Zapier integration
FAQ
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Badges
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