About Snappy Intake
We're web designers who built the tool we wish we had. Your clients get a branded portal where they chat, upload files, and review designs. You get SOPs, checklists, asset management, and everything organized. No chasing.
Built by Designers, for Designers
Snappy Intake was created by web designers who understand your workflow. Whether you're a freelance designer juggling multiple clients or running a small agency, we know the challenges you face every day.
Many of us don't just design websites. We also handle marketing, social media, branding, and content strategy. You need a tool that works across all these disciplines, collecting everything from business information and website copy to brand guidelines and social media content.
That's why we built Snappy Intake. We wanted something that felt natural for clients, efficient for us, and flexible enough to handle whatever type of project we're working on.
The Problem We're Solving
As designers, we've all been there:
- Spending hours chasing clients for content via email, only to get incomplete or vague responses
- Watching clients struggle with writer's block when faced with long forms or spreadsheets
- Projects getting delayed because content collection drags on for weeks
- Wishing we could spend more time designing and less time on project management
Snappy Intake brings it all together. One workflow per service. Your clients get a branded portal. You get everything organized.
How Snappy Intake Works
Set Up Your Workflow
Build project templates with phases and assign bots, checklists, templated email steps, and Stripe invoice steps to each phase as needed. One workflow per service. That might be a landing page, full site, or brand discovery. Collect business info, brand details, and everything else you need.
Share the Link
Share a link to your Client Portal. Clients see project status, complete phases, and review designs in your brand. No accounts, no downloads.
Get Organized Content
Get structured content, business overviews, and project assets. Content Studio keeps your logos and imagery organized. Use the completion checklist to know when intake is done.
What Makes Snappy Intake Different
Full Design Workflow
Snappy Intake spans your full design workflow: SOPs and checklist notes, AI-guided content collection, completion checklists, live design reviews with comments and versions, asset collection and storage, and fully integrated client portals. Payments and invoices are coming soon.
Content Studio & Client Portal
Content Studio keeps your logos, imagery, and assets in one place. It is an organizational hub for you. The Client Portal gives clients a single place to see status, complete phases, and collaborate in your brand.
Built for Your Workflow
We understand that designers need flexibility. Whether you're collecting content for a simple landing page or a full website redesign, Snappy Intake adapts to your process. Set up workflows and templates for each service, customize bot instructions, reuse them across projects, and organize content exactly how you need it.
Better Client Experience
Clients use a dedicated Client Portal that reflects your brand. They chat with AI, upload files, and review designs in one place. It feels professional and organized, not like a generic form.
More Than Just Websites
We know many designers also handle marketing, social media, and branding. Snappy Intake collects all of it, from website copy to brand guidelines to social media content. One tool for all your content needs.
Ready to stop chasing clients for content?
Ready to stop chasing clients for content? Get started today.
Request a demo