Roadmap

Send proposals and engagement letters from Content Snare, so an engagement starts in the same place your clients already finish it. Today Content Snare picks things up once the work is agreed. This moves it upstream, so the proposal, the signature and everything you collect afterwards live together.

A deeper API, plus MCP support so AI agents can work with Content Snare directly. Some firms are already doing remarkable things with agents through our existing API, drafting and sending requests without anyone touching a keyboard. This makes that far easier to build and considerably more capable.

A rework of how client data is structured so it matches how firms actually work. Group a family, their trust and their companies together, hold several contacts against one client, and keep every document filed against the right entity.

Better organization for templates so you can find things when you need them.

Simplified access with SSO and common social login options.

More granular permissions and request watchers to control who sees what.

We are always re-evaluating our roadmap based on your feedback. What you see here are only the major developments we are planning.