Templates that mirror real projects
Reusable blueprints for phases, steps, and default client portal layout—so every engagement starts from your playbook, not a blank page.
Snappy Intake is project management for digital agencies: proposals, portals, invoicing, and client workflows in one place.
Less thread-chasing, more clarity—for your team and your clients.
Reusable blueprints for phases, steps, and default client portal layout—so every engagement starts from your playbook, not a blank page.
Clients get a secure link to status, phases, and what to do next—stays in sync with the same workflow your team sees.
Share staged or live previews and collect feedback on what clients actually see—so rounds stay on the project, not in email threads.
Short team notes on the project with a path to the portal—keep momentum visible instead of guessed.
Uploads and links land in one place on the job—so logos, drives, and files are not scattered across threads.
Create a project template that matches your real service. Think full site, landing page, or brand discovery. Add phases, assign bots, checklists, client email steps, and Stripe invoice steps where they fit. One workflow per service type. Reuse it for every client who buys that service.
Share a link to your Client Portal for each project. Clients see project status, complete phases, and review designs in your brand. No accounts, no downloads.
The AI guides your client through conversations, collecting business info, page content, and brand details. Clients upload assets and leave feedback on design reviews while you work on other projects.
Review structured content, business overviews, and project assets. Content Studio keeps your logos and imagery organized. Use the completion checklist to see when intake is done. Copy content into your design tools or share read-only project views with your team.
Can your design process cover content, assets, design reviews, and client collaboration in one platform? With Snappy Intake the answer is absolutely YES!
Can I run a full intake workflow that matches each service I offer? YES!
Can I reuse the same template for every client who buys that service? YES!
Can my clients access the Client Portal without creating an account? YES!
Can I see all my client conversations in one dashboard? YES!
Can I set up different workflows for different types of projects? YES!
Can I see what content has been collected and when the workflow is complete? YES!
Can I get structured business overviews automatically? YES!
Can I copy content into my design tools or share with my team? YES!
Can I organize content by project or client? YES!
Can I see a summary of all collected content? YES!
Can I preview the Client Portal experience before sharing with clients? YES!
Can I customize templates and instructions for my process? YES!
Can I use this with my existing design workflow? YES!
Join designers who are getting hours back on every project.
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