Collect structured answers, files, and signatures in a branded client portal. Use conditional logic, due-date reminders, and reusable templates while keeping every request tied to the right client account.
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Build a clear path through client intake
Collect the details your team needs with text, choice, date, upload, color, and signature fields, plus section headings that keep longer requests easy to follow.
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. Use it for acknowledgments and simple sign-offs while keeping the response with the request.
See client intake move from draft and scheduled work to published, overdue, and completed requests. The shared board makes it easier to spot what still needs attention.
Add due-date-based email reminders before, on, or after a request is due. Sydnee keeps the schedule with the request so your team can see what is planned and what was sent.
Before or On Due Date
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 Sydnee-provided request templates, choose a useful starting point, and customize the fields and instructions for your client before publishing.
One tool, countless use cases
Adapt Requests to the information, files, and acknowledgments your service workflow needs from each client.
Strategy, Operations, Business Consulting
Design, Marketing, Branding
Photographers & Photography Studios
Property Management, Brokerages
Business Coaches, Trainers, Advisors
Planners, Coordinators, Vendors
Requests appear in the same branded portal clients use for their other account work, with your business name, logo, colors, and configured portal address.
Everything you need to know about Sydnee Requests
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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.
