The simple way to onboard clients, collect documents and get answers, without the endless back and forth. Similar to a client portal, Content Snare is like a checklist for your clients with automatic reminders.
Tired of chasing clients for info?
Whether it's client onboarding, end of year tax prep, or routine queries, gathering the right information from clients is no one's idea of a good time. You shift through endless email threads, trying to track which documents they've sent, what's outstanding and wondering why they sent a bank statement from 2006.
Content Snare transforms this process. Customers report a 71% reduction in the time they spend onboarding clients and gathering information.
It's like a checklist on steroids. Clients answer questions and upload documents in one place. If they forget, automatic reminders keep them accountable. It's like having a personal assistant chasing clients for you.
There is zero friction for clients. No accounts to create and no passwords to remember. One click and they're inside a professionally branded portal.
Wow your clients with a process that's as easy for them as it is for you. Guide them with screenshots and videos, use conditional logic to only ask relevant questions, and spice things up with GIFs. Make it easy for your clients and they'll love you for it.
Getting started is a breeze. Most firms are up and running in 1 to 4 hours. Use one of our built-in templates, or easily replicate your existing forms.
