Features
Workflows with email and Stripe invoice steps, the Client Portal, and design reviews. Everything you need in one place.
Workflows & Templates
One template per service. Reuse it for every client.
AI Workflows & Service Templates
Run full intake workflows that match the services you sell. One template per service type. Each template is a multi-phase workflow that collects everything you need. Use ours or create your own.
Template Library
Ready-made building blocks: Discovery, Brand, Core Website, Misc Pages (FAQ, testimonials, lead magnets, blog), SEO, and Legal. Assemble them into workflows or use them as starting points.
Templates & Reusability
Service-mapped templates that match your offerings. Full site, landing page, brand discovery. Reuse the same template for every client who buys that service.
Custom Bot Instructions
Write detailed instructions for your bots. Tailor the conversation flow and information gathering to your process.
Email steps in workflows
Drop email steps into phases beside bots and checklists. Templates support merge fields from the project and client. Preview and send (or resend) from the live project with one confirmation.
Stripe invoice steps
Invoice steps with line items and currency. With Stripe Connect, send invoices from the project. Stripe emails the client and you can copy the hosted payment link. Status stays visible on the step from draft through paid.
Client Portal
What your clients see. Branded, professional, one link.
Client Portal
A branded space for clients to see project status, complete phases, and review designs. One link per project. No accounts, no downloads.
Live Design Reviews
Clients leave comments and feedback on design versions. Image alignment and size controls. Track versions and replies in the Client Portal.
Branding & Theme Customization
Theme customization flows from your organization settings to the Client Portal. Your colors, your look. Clients see your brand, not a generic interface.
Personality Customization
Set the tone of your AI. Friendly and conversational, professional and formal, or anywhere in between. Matches your client communication style.
Content Collection
AI that gets complete, usable content from your clients.
AI-Guided Conversations
Natural, conversational AI that asks follow-up questions. Get complete information. No vague answers or missing details.
Content Quality Improvements
Detailed, comprehensive responses instead of vague one-liners. The AI guides clients to provide complete information and avoid writer's block.
Business Overview Generation
Comprehensive business overviews from client conversations. Structured summaries of company information, services, and key details.
Content Quality Scoring
Quality scores for collected content. Identify what needs follow-up. See at a glance which projects have complete information.
Organization & Handoff
Everything in one place. Know when you're ready to design.
Content Completion Checklist
See which phases and steps of each workflow are done. Know when intake is complete so you can start designing. No guessing what's missing.
Content Studio
Your organizational hub for logos, imagery, client portal graphics, and similar assets. Upload once, use across projects. Keeps everything in one place.
Project Assets & Uploads
Multi-file upload for project assets. Dedicated assets tab. Clients upload files and link external assets. Everything lives with the workflow.
Checklist Notes & SOPs
Add notes or descriptions to checklist items. Use them as mini SOPs per item or links to full docs. Keep your process documented and consistent.
Export & Share Content
Copy structured content into your tools. Share read-only project views with your team. Richer export options like PDF and CSV are on our roadmap.
How Features Improve Your Business
Better Client Experience
Customizable branding and personality create a professional, consistent experience that reflects your brand. Clients feel more confident and engaged throughout the process.
Time Savings
Service-mapped workflows, the template library, and auto-generated overviews cut hours of manual work. Focus on design instead of organizing content.
Higher Quality Content
AI-guided conversations ensure you get complete, detailed responses. Quality scoring helps you identify what needs attention before you start designing.
Scalability
One workflow per service. Reuse the same template for every client. Handle more projects without more workload. Scale without hiring more project managers.
Common Questions
Yes. Templates map to the data you need for each service. Pick or create a template for that service type (full site, landing page, brand discovery). Every project runs the same workflow. Same data, same quality, every time.
Snappy Intake is built for your workflow. One template per service. Clients chat in a branded portal. No account is needed. You get structured content, checklists, and design reviews in one place.
No. Your clients start chatting with no account. No barriers. They can provide as much content as you need, when they need it.
You get one organized view: the full conversation, business overview, content quality indicators, and project assets. Content Studio keeps your logos and imagery in one place. Use the completion checklist to see when the workflow is done. Send templated client emails and Stripe invoices from workflow steps when the time is right. Design review comments and versions stay with the project. Copy content into your tools or share read-only project views with your team.
Yes. Use one template per service type. Full site, landing page, brand discovery. You can add industry-specific instructions within a template. Same workflow for every client who buys that service. More industry-specific options are on our roadmap.
Copy structured content into your design tools. Share read-only project views so your team sees the conversation and business overview. You can share links or use your existing tools like Dropbox or Basecamp. Richer export options are on our roadmap.