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Content Snare

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.

Basic

$42 per month

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

$85 per month

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

$143 per month

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

$258 per month

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

$4.20 per year

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

$8.50 per year

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

$14.30 per year

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

$25.80 per year

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

Alternatives to consider

Community ratings & full list

Pricing summary

Starting from
$35 USD/month, billed annually

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