How to Use the Content Snare Client Portal

Firms use Content Snare to collect information from clients, but the client portal sends files the other way too. This video covers turning it on, branding it, the notification email clients get, and global file groups for things everyone needs like deadlines. It finishes on the client view, where requests and shared files sit in one place, and the login link you can drop into your own client comms. Try Content Snare free: https://contentsnare.com Chapters: 0:00 What the client portal does 0:11 Turning it on and branding it 0:27 The notification email 0:40 Global file groups 0:50 Adding files for one client 1:35 What the client receives 2:09 Requests and files in one view 2:20 Login links and magic links