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document collection, client portal

Content Snare

Client document collection tool: send a request listing the files and answers you need, clients upload through a simple portal, and automatic email reminders chase what is missing.

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Pricing

$35 a month to start

Prices in US dollars. Basic $35 (about £26) a month billed annually or $42 (about £32) monthly, for 2 users and 20 active requests; Plus $71 or $85 for 5 users and 50 requests; Pro $119 or $143 for 10 users and 100 requests. Unlimited reminders and templates on all plans.

Price checked on Content Snare's own site on . Prices are in the vendor's own currency and can change, so confirm before you buy. How we check prices

Ideas that use Content Snare

Commercial finance brokers

Document collection for commercial finance brokers

Content Snare sends clients one list of the statements, accounts and ID a lender needs and chases what's missing. From about $35£26€31A$50C$49 a month.

  • Costs $35–43£26–32€31–38A$50–61C$49–60/mo
  • Worth $355£267€318A$513C$502/mo
  • Pays for itself in about a week
  • Easy to set up

Mortgage Brokers

Document collection for mortgage brokers: Content Snare

Content Snare asks clients for payslips, bank statements and ID through a portal and chases what's missing by email. From about $35£26€31A$50C$49 a month.

  • Costs $35–43£26–32€31–38A$50–61C$49–60/mo
  • Worth $250£188€224A$361C$353/mo
  • Pays for itself in about a week
  • Easy to set up

Web Design Agencies

Client content for web design agencies with Content Snare

Content Snare collects a client's copy, logos and photos through one request, with automatic reminders for what's missing. From about $35£26€31A$50C$49 a month.

  • Costs $35–43£26–32€31–38A$50–61C$49–60/mo
  • Worth $233£175€208A$336C$329/mo
  • Pays for itself in about a week
  • Easy to set up

Architects

Client briefs for architects with Content Snare

Content Snare collects a new client's brief, photos, title plan and existing drawings in one request, with automatic reminders. From about $35£26€31A$50C$49 a month.

  • Costs $35–43£26–32€31–38A$50–61C$49–60/mo
  • Worth $213£160€190A$307C$301/mo
  • Pays for itself in about a week
  • Easy to set up

Payroll Bureaus

New payroll client takeovers for bureaus: collect it once

Content Snare sends a new payroll client one checklist for year-to-date figures, PAYE and pension details, and chases what's missing. From about $35£26€31A$50C$49 a month.

  • Costs $35–43£26–32€31–38A$50–61C$49–60/mo
  • Worth $200£150€179A$288C$282/mo
  • Pays for itself in about a week
  • Easy to set up