Collect Client Info and Files with Customizable Requests
With Sydnee’s Request feature, gathering essential information has never been easier. Create, send, and track requests in a streamlined, secure platform.

Build the Perfect Request Every Time
With our intuitive form builder, you can create requests tailored to each client’s needs.
Choose from multiple field options like file upload, phone number, color picker, and more to gather the exact information you need—no matter the project.
- Drag-and-drop form builder for effortless customization
- Multiple field options (single-line text, email, date, color picker, etc.)
- Set required fields for precise data collection
Keep Clients on Track with Due Dates and Reminders
Never worry about missed deadlines again. Set due dates for each request and automate reminders to keep clients on schedule.
Reminders and alerts mean you can spend less time following up and more time getting things done.
- Easily add due dates for time-sensitive requests
- Automated email reminders to clients
- Manage and track all requests from a central dashboard
Gather and Organize Files Directly from Clients
Requesting and collecting files is now as simple as a few clicks.
Clients can upload files directly through the request form, automatically organizing them in their portal’s file module for easy access anytime.
- File uploads go directly to each client’s portal for streamlined organization
- Preview, download, or store files securely in the client portal
- Access and manage files easily without leaving the Sydnee platform
Save Time with Reusable Templates for Client Requests
Streamline your workflow by creating and saving request templates that you can reuse across clients and projects. With the template library, it’s simple to standardize your communication and ensure consistency while saving valuable time.

Try Sydnee Client Portals Today
No credit card required
- RClient & team live chat
- R Built in task manager
- RShowcase services in your portal
- REasy client onboarding & info requests
- RSecure file storage & sharing
- REmbed Calendly, Figma, Loom, Google Looker & more
- RCustom domain & full white labeling
- RUnlimited client & teammate seats
No credit card required
Simple Pricing.
Get 100% setup and implemented before ever pulling out the credit card.
- ✓ All features included
- ✓ 1,000 Accounts
- ✓ 1TB Storage
- ✓ Unlimited teammates & client seats
- ✓ Custom domain + email white-label
- ✓ API + Zapier Access






