How is Sydnee different from Google Forms or Typeform?

Unlike generic form builders, Sydnee is built specifically for client-facing businesses. Your requests are tied directly to client accounts, responses flow into your client portal, files are automatically organized, and you get built-in reminders—all without juggling multiple tools.

Can clients add their signature to requests?

Yes! Sydnee includes a signature field type. Add a signature box to any request form and clients can draw their signature directly in the browser. Great for acknowledgments, approvals, and simple sign-offs.

How do automated reminders work?

You can configure up to 6 reminder intervals: 3 before the due date (7 days, 3 days, 1 day) and 3 after (1 day, 3 days, 7 days overdue). Reminders are sent automatically via email, so you never have to chase clients manually.

Can I schedule requests to be sent later?

Absolutely. Create requests in advance and schedule them to publish at a specific date and time. Perfect for onboarding sequences, seasonal intake forms, or timed document collection.

What file types can clients upload?

Clients can upload virtually any file type—PDFs, images, documents, spreadsheets, and more. All uploaded files are automatically organized in the client's portal and can be downloaded individually or in bulk as a ZIP file.

Are there pre-built templates I can use?

Yes! We offer global templates for common use cases like client onboarding, W-9 collection, creative briefs, and more. You can also create your own team templates to ensure consistency across your organization.

Can I control who sees submitted requests?

Yes. Sydnee supports private requests that are visible only to specific users within a client account. This gives you flexibility in how you manage document collection and client communication.

Is there a limit to how many requests I can send?

Paid plans include unlimited requests. You can create as many request forms as you need and send them to unlimited clients without per-request fees.

Stop Chasing Clients for Documents

Send structured requests, collect signatures, and automate follow-ups—all tied to the right client account.

Used by 2,000+ agencies & freelancers

Client request management dashboard with Kanban board showing request statuses

16 Field Types

Every field type you'll ever need

From simple text inputs to digital signatures and file uploads—build any form for any use case.

Single-line Text

Multi-line Text

Phone Number

URL

Number

Date

Time

Color Picker

Checkbox

Radio Buttons

Dropdown

File Upload

Multiple Files

Digital Signature

Section Header

Build the Perfect Request Every Time

Our intuitive drag-and-drop form builder lets you create requests tailored to each client's needs—with real-time preview and auto-saving.

Drag-and-drop builder with live preview
16 field types including color picker & signature capture
Mark fields required or optional for precise data collection

Start Building Custom Requests

Request form builder with drag-and-drop fields

Signature Field

Capture Signatures Right in Your Forms

Add a signature field to any request and let clients sign directly in their browser. Perfect for acknowledgments, approvals, and simple sign-offs.

Draw-to-sign pad works on desktop, tablet, and mobile
Great for project approvals and client acknowledgments
Signatures saved with the request response

Digital signature capture in a client request form

Request Dashboard

Know Where Every Request Stands

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.

DraftsScheduledPublishedOverdueCompleted

Kanban-style request dashboard showing request statuses

Smart Reminders, Happy Clients

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

7 days before3 days before1 day before

After Due

1 day overdue3 days overdue7 days overdue

Schedule requests to publish at a future date
Private requests for sensitive information
Full email log for complete transparency

Automate Your Follow-ups

Email history showing scheduled reminders for client requests

Gather and Organize Files Directly from Clients

Requesting and collecting files is now as simple as a few clicks. Clients can drag-and-drop files directly into your request form.

Files automatically organized in client's portal
Bulk download all files as a ZIP
Preview, download, or share files without leaving Sydnee

Start Free Trial

Client request form with file uploads and document management

Never Start from Scratch

Start with pre-built global templates or create your own team templates. Standardize your intake process and ensure consistency across every client interaction.

Ready-to-use templates for common use cases
Create team templates for organizational consistency
API configuration for automated request creation

Browse Templates

Request templates library with ready-to-use options

Built for Your Industry

One tool, countless use cases

See how teams across industries use Sydnee Requests to streamline client communication and document collection.

Consultants & Advisors

Strategy, Operations, Business Consulting

Client onboarding questionnaires
Project intake forms
Signed engagement letters
Periodic document requests

Creative Agencies

Design, Marketing, Branding

Creative briefs with color pickers
Brand asset collection
Project approval signatures
Feedback and revision forms

Photographers

Studios, Freelancers, Events

Session booking forms
Shot list questionnaires
Model release signatures
Client preference forms

Real Estate

Property Management, Brokerages

Rental applications
Vendor onboarding forms
Maintenance request intake
Lease agreement signatures

Coaches & Consultants

Business Coaches, Trainers, Advisors

Client onboarding questionnaires
Program enrollment forms
Session feedback collection
Contract acknowledgments

Event Professionals

Planners, Coordinators, Vendors

Event planning questionnaires
Vendor information forms
Guest list collection
Signed event contracts

Your Brand, Their Experience

Requests appear in your branded client portal—custom subdomain, your logo, your colors. Clients see a seamless, professional experience that reinforces your brand.

Custom subdomain (yourcompany.clients.sydnee.app)
Or connect your own custom domain
Real-time progress tracking for clients

Start Free Trial

Frequently Asked Questions

Everything you need to know about Sydnee Requests

How is Sydnee different from Google Forms or Typeform?: Unlike generic form builders, Sydnee is built specifically for client-facing businesses. Your requests are tied directly to client accounts, responses flow into your client portal, files are automatically organized, and you get built-in reminders—all without juggling multiple tools.
Can clients add their signature to requests?: Yes! Sydnee includes a signature field type. Add a signature box to any request form and clients can draw their signature directly in the browser. Great for acknowledgments, approvals, and simple sign-offs.
How do automated reminders work?: You can configure up to 6 reminder intervals: 3 before the due date (7 days, 3 days, 1 day) and 3 after (1 day, 3 days, 7 days overdue). Reminders are sent automatically via email, so you never have to chase clients manually.
Can I schedule requests to be sent later?: Absolutely. Create requests in advance and schedule them to publish at a specific date and time. Perfect for onboarding sequences, seasonal intake forms, or timed document collection.
What file types can clients upload?: Clients can upload virtually any file type—PDFs, images, documents, spreadsheets, and more. All uploaded files are automatically organized in the client's portal and can be downloaded individually or in bulk as a ZIP file.
Are there pre-built templates I can use?: Yes! We offer global templates for common use cases like client onboarding, W-9 collection, creative briefs, and more. You can also create your own team templates to ensure consistency across your organization.
Can I control who sees submitted requests?: Yes. Sydnee supports private requests that are visible only to specific users within a client account. This gives you flexibility in how you manage document collection and client communication.
Is there a limit to how many requests I can send?: Paid plans include unlimited requests. You can create as many request forms as you need and send them to unlimited clients without per-request fees.

Why agencies choose Sydnee over Typeform

Typeform

Form builder

$25/mo

Generic forms disconnected from client accounts
No built-in automated reminders
File uploads require separate storage
Digital signatures need third-party integration
Responses scattered across submissions

Sydnee

All-in-one portal

$30/mo

Requests tied directly to client accounts
6 automated reminder intervals built-in
File uploads stored in client's portal
Native digital signature field included
Kanban dashboard tracks all request statuses

Try Sydnee Free for 5 Days

No credit card required

Explore More Features

Discover other powerful tools included in Sydnee Client Portals

Tasks & Reminders

Collaborate with clients on tasks with unlimited seats

Learn more →

Live Chat

Real-time messaging built into your client portal

Learn more →

Service Showcase

Display services and enable passive upsells

Learn more →

File Sharing

Secure file storage with client access controls

Learn more →

Try Sydnee Client Portals Today

Start free trial

No credit card required

Client & team live chat

Built in task manager

Showcase services in your portal

Easy client onboarding & info requests

Secure file storage & sharing

Embed Calendly, Figma, Loom, Google Looker & more

Custom domain & full white labeling

Unlimited client & teammate seats

Start Free Trial

No credit card required

Simple Pricing.

Get 100% setup and implemented before ever pulling out the credit card.

Sydnee turned our onboarding into a simple, repeatable process that just works.
Patrick Benske
Benske Agency, Founder
Whether you're tech savvy or not, this is gonna work for you, and it's so simple, anyone can use it.
Steven Diamond
Diamond Ai Media Group, Founder
Between the white-labeling, templates, and client collaboration, Sydnee covers everything we used to patch together across other tools.
Carmelo Santos
Co-found Council of Marketers
It's so nice to have everything in one place—clients can see our progress, and we can see every task at a glance
Michael Rapino
HoneyQuill Agency, Founder
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.
Luis Leon
Promise Pixel, Founder
Sydnee offers our Clients a clean simple platform that is easy to understand and navigate.
Laura McDermott, Owner
Mcdermott Law Firm, PLLC

Stop Chasing Clients for Documents

16 Field Types

Build the Perfect Request Every Time

Capture Signatures Right in Your Forms

Know Where Every Request Stands

Smart Reminders, Happy Clients

Gather and Organize Files Directly from Clients

Never Start from Scratch

Built for Your Industry

Consultants & Advisors

Creative Agencies

Photographers

Real Estate

Coaches & Consultants

Event Professionals

Your Brand, Their Experience

Frequently Asked Questions

Why agencies choose Sydnee over Typeform

Typeform

Sydnee

Explore More Features

Tasks & Reminders

Live Chat

Service Showcase

File Sharing

Try Sydnee Client Portals Today

Simple Pricing.

Standard

Premium