Skip to main content
Permanent Free Plan Available•Paid plans from $19/moSee pricing
Client Onboarding Infrastructure

Everything you need from clients. Collected in one place.

AssetSnag gives agencies a structured client portal to collect files, credentials, brand assets, approvals, and project information before work begins.

No client login required
AES-256 credential vault
Automated nudges
Live Portal
AS
Acme Labs • Q3 Rebrand

by Apex Creative Studio

3/4
Autosave active
SVG
Primary Vector LogoVerified

acme-brand-vector.svg • 34 KB

16 Bezier paths
0 raster pixels
Cloudflare DNS AccessAES-256

Zero-knowledge encrypted secret

Hero Keynote Imagery4K Ultra-HD

keynote-visual-4k.png • 3.8 MB

PDF
Brand Guide & FontsAction Required

Awaiting PDF with typography & color codes

Drag & drop PDF(Max 50MB)
Client Portals

A dedicated onboarding space for every client

Give every project its own isolated portal where clients can upload files, answer questions, share credentials, and track onboarding progress.

Isolated Project Environment

Client-Specific Portals

Unique, isolated workspace per project. Clients never see other accounts, confusing software settings, or cluttered internal folders.

NS
Nexus Studios • Q3 Brand Redesign
portal.nexus.design/p/3da4751a-732b-41f0-b03f-0785b3fade6e
75% Completed
Vector Logo
SVG • Verified
Brand Guide
PDF • Approved
Hero Copy
Pending Client

Custom Branding

Seamlessly match your agency identity with custom domain mapping, logos, and custom accent colors.

Custom Subdomainportal.agency.com
Brand Theme

Zero Account Creation

Clients enter directly through cryptographically signed tokens. No registration forms or password resets.

1-Click Authenticated Magic Token

Project Briefs & Scope

Provide client briefs, kickoff instructions, scope reminders, and contact details in one clean header.

Lead PM: Sarah JenkinsKickoff: Oct 12

Live Status Tracking

Live completion percentages, overdue flags, and instant verification badges for complete client clarity.

Auto VerificationReal-time
Smart Asset Intake

Collect the right files, not just more files

Stop receiving random attachments and incomplete folders. Define exactly what your client needs to provide.

SVG

SVG Required

Ensures infinite scalability across web and print. Non-vector files are immediately rejected.

Vector verified
PNG

PNG Fallback

Enforces minimum 1000px width with transparent alpha channels for immediate mockups.

Transparent PNG
PDF

Brand Guidelines

Collect HEX color codes, typography manuals, and clear space rules directly alongside assets.

Styleguide PDF
Encrypted Credential Vault

Collect sensitive project information securely

Some projects require access details before work can start. AssetSnag helps teams collect important credentials through structured requests instead of scattered messages.

DNS Access

Cloudflare, GoDaddy, Namecheap & Route 53

Hosting Details

Vercel, AWS, WP Engine, Kinsta & DigitalOcean

API Keys & Tokens

Stripe, Resend, Shopify & CRM secrets

Service Accounts

Google Cloud, Meta Business & Analytics logins

Zero Plaintext Exposure: Credentials are encrypted in-transit and at-rest using AES-256 with isolated access controls.
Encrypted Credential Request
AES-256 Encrypted
••••••••••••••••••••••••••••
"Restricted production key with write permissions for webhook setup."
Client submitted 10m agoDecrypted by Project Owner
Frictionless Client Magic Links

No account creation. No friction.

Clients don't need another tool to learn. Send a secure link and let them complete their onboarding in minutes.

Magic Link Access

One-click cryptographically signed link takes the client straight to their upload queue without passwords.

Mobile Friendly

Fully responsive layout lets clients snap photo deliverables or upload from their phone on the go.

Easy Sharing

Clients can forward the link to their marketing team, legal lead, or developer to fulfill specific items.

No Client Signup

Zero onboarding fatigue. Clients get their job done without creating another forgotten SaaS login.

https://portal.apexstudio.co/p/3da4751a-732b-41f0-b03f-0785b3fade6e
Automated Smart Reminders

Stop reminding clients manually

Missing assets delay projects. Automated reminders guide clients to complete their onboarding on schedule without your team chasing every item.

Timeline Journey Summary

Chronological progress from portal creation to completion.

AUG 19
Portal Created
AUG 23
Reminder #1 Sent
TODAY
Waiting for Client

Pending Item Reminders

Smart emails list only the specific items still missing, preventing confusion and double-submissions.

Completion Tracking

Live countdown to project kickoff deadline motivates clients to submit deliverables on time.

Activity Notifications

Instant alerts to your project managers when high-priority files and credentials are submitted.

Pre-Flight Validation Rules

Make sure submissions are ready before they reach your team

Define requirements upfront and prevent incomplete or unusable files.

Standard Intake (Email / Drive)Manual Review
"Please email your high-res logo and brand files."
•Client pastes 72 DPI screenshot into DOCX or PPT
•Vector curves missing; designers cannot scale assets
•Days lost in repetitive back-and-forth email requests
AssetSnag Pre-Flight EngineInstant Gatekeeper
"Rule: Vector (.SVG / .EPS) + min 2000px PNG"Enforced
True Bezier Curve Detection Validated
Aspect Ratio & Dimension Gate Passed
Direct to Design Delivery 100% Usable
Team Collaboration

Keep your whole team aligned from day one

Everyone starts with the same information. No more searching through old emails or asking "where is the client logo?"

Team Members

Invite designers, developers, and project managers with role-based access across accounts.

Portal Ownership

Assign specific PMs to specific portals to keep client communications organized and targeted.

Activity History

Timestamped audit log showing exactly when the client uploaded, revised, or replaced each asset.

Internal Notes

Private remarks and review comments visible strictly to your internal team, invisible to the client.

Workflow & Integrations

Fits seamlessly into your existing workflow

Connect AssetSnag with your favorite productivity tools, automate intake events via webhooks, and export structured asset bundles in one click.

Real-time Webhook Triggers

Connect with Zapier, Make, or custom API endpoints. Get instant JSON payloads whenever a client submits an asset, updates credentials, or completes their entire onboarding portal.

event: portal.asset_submitted
event: portal.completed
event: portal.nudge_triggered
POST /api/webhook
{
  "event": "portal.completed",
  "portal_id": "pt_99f2b8a",
  "client_name": "Acme Corp",
  "total_assets": 6,
  "completed_at": "2026-08-22T02:45:00Z",
  "download_url": "https://assetsnag.app/zip/...",
  "status": "ready_for_kickoff"
}
Privacy & Security

Built for client data security

Client projects contain sensitive data and credentials. AssetSnag is engineered with concrete, verifiable security guarantees.

Isolated Portals

Dedicated sandboxed workspaces prevent cross-tenant exposure and restrict visibility strictly to authorized collaborators.

TLS 1.3 File Delivery

All client uploads and team asset downloads are protected in-transit using modern TLS 1.3 with cryptographic checksums.

Expiring Tokens

One-click magic tokens expire automatically upon asset approval or after 7 days to eliminate open access backdoors.

Encrypted Storage (R2)

Files and secrets are stored in AES-256 encrypted Cloudflare R2 object storage with automated redundancy.

Ready to streamline intake?

Start every project with everything you need.

Create your first client portal and stop chasing assets.

14-day free trial • Instant setup • Cancel anytime