Professional services playbook
Legal Intake Playbook
Collect matter type, timeline, parties, jurisdiction, documents, and conflict-check context.
Questions
7
Workflow
Ready to route
AI
Pre-configured
Outcome
Built for faster activation
Prepare a structured legal intake before consultation or conflict review.
Included workflow
Pages, blocks, extraction fields, scoring, routing, follow-up, thank-you page, dashboard, and integration mapping.
Compatible runtime
Runs on the standard Sayify form and inbox model, so teams can customize after launch.
Related playbooks
Agency
Agency Project Intake Playbook
Qualify new agency projects with goals, scope, timeline, budget, and stakeholders.
Agency
Website Brief Playbook
Collect website goals, pages, content readiness, style, timeline, and budget.
Agency
Marketing Campaign Brief Playbook
Capture campaign objective, audience, channels, offer, dates, budget, and success metrics.