How it compares

Tallyn next to Content Snare and FileInvite

Tallyn is aimed at the same moment all three serve, getting a new client's answers and documents in before the work starts. The difference is the loop: it asks, collects, checks every upload, chases what's missing and hands over a file you can start from, for one flat price.

Tallyn compared with Content Snare and FileInvite, checked Oct 28, 2026
TallynContent SnareFileInvite
Starting price$19 a month, people included$42 a month (Basic, 20 active requests, 2 users)From $9,900 a year (Standard, up to 100 commercial loans a year)
How it's pricedFlat monthly plans by volume, every feature on every planPlans by active requests and usersPlans by loans processed a year
Who it's built forProfessional service firms: law firms, agencies, consultants, accountants, advisors and brokersAccounting, legal, mortgage and finance, digital agencies and education, per its menuCommercial and small business lenders
Automatic remindersIncluded on every planIncluded on every plan (unlimited)Included on every plan, per its FAQ
E-signatureBuilt in, under the US ESIGN Act and UETAA Document Signing feature is listed; plans not statedDigital signing, single and multi-signer
Reads every upload and asks again for a wrong or partial fileYesNot stated on its pricing pageDocument processing and AI matching are listed, mostly for Enterprise
Ready-to-start packageAnswers, documents and a ready-to-prepare packageNot stated on its pricing pageNot stated on its pricing page
Questions adapt to each answerYesNot stated on its pricing pageNot stated on its pricing page

Competitor details from Content Snare pricing and FileInvite pricing, checked Oct 28, 2026. "Not stated" means the page doesn't say, not that the product can't. Prices change, so check their pages.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposal
  5. TallynOnboards the clientYou're here
  6. AulaPackages your expertise