Send white-label client intake forms with conditional logic, digital signatures, and automated follow-up reminders, all tied to the right client account in your portal.
Used by 2,000+ agencies & freelancers
Every field type you'll ever need
From simple text inputs to digital signatures and file uploads, Sydnee helps you build forms that branch intelligently and fit more complex client workflows.
Build dynamic forms that adapt to each client
Turn one static request into a guided intake flow. Show follow-up questions only when they apply, and optionally add extra protection to specific short-text answers when needed.
Keep requests short for every client by revealing the next field only when a previous answer makes it relevant.
If a form needs one especially private text response, you can mark that short-text field as sensitive so it is encrypted at write time and masked by default in standard views.
Our intuitive drag-and-drop form builder lets you create requests tailored to each client's needs with real-time preview, conditional branching, encrypted short-text fields, and auto-saving.
Add a signature field to any request and let clients sign directly in their browser. Perfect for acknowledgments, approvals, and simple sign-offs.
Our Kanban-style dashboard gives you instant visibility into every request's status. Drag and drop to update, filter by client, and never lose track of pending items.
Set it and forget it. Configure up to 6 automated reminder intervals and let Sydnee handle the follow-ups while you focus on what matters.
Before Due
After Due
Requesting and collecting files is now as simple as a few clicks. Clients can drag-and-drop files directly into your request form.
Start with pre-built global templates or create your own team templates. Standardize your intake process and ensure consistency across every client interaction.
Browse our curated template library — dozens of ready-to-use intake forms built for service based businesses and more. Pick one, customize it, and send it to your first client in minutes.
One tool, countless use cases
See how teams across industries use Sydnee Requests to streamline client communication and document collection.
Strategy, Operations, Business Consulting
Design, Marketing, Branding
Photographers & Photography Studios
Property Management, Brokerages
Business Coaches, Trainers, Advisors
Planners, Coordinators, Vendors
Requests appear in your branded client portal—custom subdomain, your logo, your colors. Clients see a seamless, professional experience that reinforces your brand.
Everything you need to know about Sydnee Requests
Form builder
All-in-one portal
No credit card required
Discover other powerful tools included in Sydnee Client Portals
Get 100% setup and implemented before ever pulling out the credit card.
Sydnee turned our onboarding into a simple, repeatable process that just works.
Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Sydnee has been the best investment I've made for my agency thus far. There is not better platform with the features included for the price point they are at.
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
