From intake to handoff. Your clients get one link. You get everything organized.
Get StartedPick or create a template that matches each service you sell. Each template is a full intake workflow. Include bots, checklists, client emails, and Stripe invoices in the order you want. Same workflow, same quality, every client.
One link per project to your branded Client Portal. Clients see status, complete phases, and review designs in your brand. No forms, no confusion.
Structured content, business overviews, and project assets. Content Studio keeps your logos and imagery in one place. A completion checklist shows which phases are done.
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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