Built for Client Intake, Support Triage, and Lead Qualification

AI Client Intake That Turns
Every Response Into a Case

Clients talk, upload, and answer once. Sayify turns every submission into a summarized case with key details extracted, priority set, and follow-up routed before your team reads a word.

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Launch Offer: Start Pro free for 14 days, then save 50% with LAUNCH50.

Monthly plans: 50% off for 6 months. Yearly plans: 50% off the first year.

Submission

Client intake packet

2:14 audio
0:47

"We need the onboarding portal rebuilt before the partner launch. The budget is approved, but the timeline is tight..."

Files

Brand deck, sitemap

Fields

Budget, timeline, services

deadline-note.pdf portal-screens.png

AI Case #1048

Partner portal rebuild

High priority Owner assigned

Summary

Client needs a branded portal rebuilt before a fixed partner launch. Scope includes UX cleanup, content migration, and analytics handoff. Missing detail: final stakeholder approval path.

OwnerAccount lead
Route#client-intake
Timeline4 weeks
Next stepAsk follow-up
Case readiness 86%
Scope extracted Risk flagged Follow-up queued

AI intake-to-case workflows for teams · 14-day Pro trial · Cancel anytime

Latest release · May 25, 2026

Branded domains, white-label controls, and centralized billing are coming together for agency workflows.

Branding and domain pages Custom client domains Centralized workspace billing

From Intake to Resolution -
Every Response Becomes a Case

Every intake, form entry, file upload, or API submission becomes a trackable case with an AI summary, owner, status, priority, extracted fields, and recommended next steps.

Sayify workflow: Collect submissions, AI understands and scores, track every case, act with smart alerts, resolve and measure impact

Benchmark data

Text forms collect answers. Sayify creates cases with enough context to act.

Across B2B intake workflows, voice captures 3-5x more data than typed answers. In support triage, 47% of voice bug reports included reproduction steps versus 12% for text.

Read the full benchmark

Text form

Raw response
"It is broken on checkout. Please fix."
Detail depth1x
Bug reports with steps12%

Sayify case

Structured case
Summary, reproduction steps, impacted account, urgency, owner, priority, and routed next action.
Detail depth3-5x
Bug reports with steps47%

Stop chasing intake details by hand.
Sayify organizes every response into action.

Build your workflow once. Sayify analyzes incoming responses, extracts structured data, highlights missing details, and sends each case to the right team, system, or next step.

AI summaries and extracted case details
Instant routing, owners, and priorities
Cleaner follow-up and operational records
Sayify AI Engine — automatic analysis and routing

Capture complete context

Let clients speak naturally, upload files, and answer structured questions in one guided intake.

Turn submissions into cases

AI summarizes each response, extracts key fields, and keeps status, owner, and priority visible.

Move follow-up faster

Route cases, flag missing details, and trigger the next step before work stalls.

Built Around the Case Lifecycle

Sayify captures complete context, turns each submission into a structured case, then routes the next step to the right person or system.

Capture complete context

Give clients one guided place to explain the request and attach the evidence your team needs.

Voice, video, and screen

Clients can talk or show the issue instead of typing thin answers.

Files and structured fields

Collect briefs, screenshots, documents, budgets, timelines, and contact data.

Embeddable widgets

Publish intake from a link, site widget, popup, drawer, or inline page.

API intake

Create or enrich intake links programmatically and receive payloads by webhook.

Every submission becomes a case

The product is not the form. The product is a case your team can understand and work.

AI summary

Get the situation, request, risk, and suggested next action in plain language.

Extracted fields

Pull scope, budget, timeline, severity, reproduction steps, or qualification signals.

Scoring and probing

Score intent or urgency and ask follow-up questions when key details are missing.

Owner, status, priority

Keep every case assigned, visible, and ready for review.

Route and resolve

Send the right case to the right workflow before manual review slows the team down.

Smart destinations

Route by use case, score, urgency, sentiment, topic, or extracted field.

Slack, CRM, and Sheets

Sync structured case details to the tools your team already works from.

Async response room

Request more details, share updates, and keep follow-up attached to the case.

Alerts

Notify owners instantly when a priority case needs attention.

How It Works

Capture context, create a case, and route the next action in three simple steps

1

Create Your Workflow

Design a form combining voice prompts, structured fields, and required files.

2

Capture Complete Context

Share your link or embed it directly. Clients answer with voice, video, files, and structured fields.

3

Work the Case

Route cases to your CRM, Slack, or task board after AI summarizes the intake and extracts key fields.

4.5/5 from early AppSumo reviews

Early customers are already building real intake workflows with Sayify

AppSumo users are using Sayify for agency intake, voice surveys, client portals, support triage, and automation-ready case management.

Read the AppSumo reviews

4.5

Overall AppSumo rating across 6 reviews

5 five-star

Sayify is more than a form builder. Teams use it for intake, AI extraction, routing, and workflow automation in one place.

Voice intake AI summaries Routing Automation
Agency intake

From submission to assigned case

A reviewer highlighted the value of turning landing-page and client submissions into structured cases with owners, routing, and follow-up.

clarm060 on AppSumo

Voice surveys

Natural answers, cleaner insight

Early users called out voice questionnaires, transcription, consent-aware collection, and AI summaries as practical advantages.

gwittke on AppSumo

Operations

Built for serious workflows

Reviewers praised support for voice, video, text, files, extraction, routing, and integrations across Slack, Sheets, Zapier, and Make.

Sye on AppSumo

Client portals

Flexible enough to embed

One customer described using embedded intake inside a portal diary to capture voice and text entries, then move structured signals into automation.

Fatiguefunk on AppSumo

The pattern is clear: users want richer intake with less manual follow-up.

Early reviews point to the same core value: capture better context, extract key details with AI, and route work faster.

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14-day trial, no card required

What a case looks like

A complete intake case, ready for ownership.

Instead of vanity counters, show your team the object they will actually work: summary, extracted fields, score, owner, route, and follow-up actions in one place.

Client intake case

Website redesign request

Score 8.7

AI summary

Prospect needs a redesigned lead-gen site before a conference launch. Budget and stakeholder are clear; final content owner is missing. AI recommends a short follow-up before quoting.

PriorityHigh
OwnerClient success
RouteCRM + Slack
StatusNeeds follow-up
Budget: $25k-$40k Timeline: 6 weeks Action: ask content owner

Pricing

Choose the intake plan that fits your team

Start with a 14-day no-card Pro trial, then continue monthly or yearly. Use LAUNCH50 for 50% off your first 6 months on monthly plans or 50% off your first year on yearly plans.

Launch Offer

Use LAUNCH50 for 50% off

Monthly plans get 50% off for 6 months. Yearly plans get 50% off the first year. Choose yearly for the biggest saving.

Start 14-Day Pro Trial

Free

For trying Sayify on a small workspace

No card required
$0/month

Use it indefinitely.

  • 25 responses/month
  • 3 public links
  • 1 workspace member
  • 2 AI Analyst questions/day
Get Started Free

Starter

For founders and lean teams

Customer discovery

$19/month

Launch offer available with LAUNCH50.

  • 100 responses/month
  • 10 public links
  • 3 team members
  • Slack alerts and AI insights
  • 25 AI Analyst questions/day
Start Starter
Most Popular

Pro

For teams turning feedback into action

14-day no-card trial

$49/month

14-day no-card trial, then LAUNCH50 eligible.

  • 500 responses/month
  • 50 public links
  • 10 team members
  • 1 custom domain
  • 100 AI Analyst questions/day
Start 14-Day Pro Trial

Business

For heavier volume and more domains

Scale operations

$199/month

Launch offer available with LAUNCH50.

  • 2,500 responses/month
  • Unlimited public links
  • 25 team members
  • 5 custom domains
  • 500 AI Analyst questions/day
Start Business

Frequently Asked Questions

Everything you need to know before setting up your first intake workflow.

Stop Reading Submissions. Start Working Cases.

Clients talk, upload, and answer once. Sayify summarizes the intake, extracts key details, sets priority, and routes the follow-up before you have read a word.

LAUNCH50 launch offer code
14-day trial, no card required
50% off monthly or yearly
Setup in 5 minutes