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.
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 onboarding packet
"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
AI Case #1048
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.
Client onboarding and intake in one link · 14-day Pro trial · Cancel anytime
Latest release · May 25, 2026
Sayify is client onboarding software for service businesses. You build one client onboarding form, share the link, and clients answer by talking, recording video, uploading files or filling structured fields. Every submission, including submissions sent through the API, becomes a trackable case with an AI summary, owner, status, priority, extracted fields and recommended next steps.
There are two ways to build one. A voice form lets clients record their answers. A conversational form asks one question at a time and probes when an answer is thin.
Benchmark data
Because people type the shortest thing that gets them out of the form, and then you spend a week on email working out what they meant.
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.
Build the form once and the client onboarding automation runs behind it. Sayify reads each response, extracts structured data, flags the details a client skipped and sends the case to the right person, system or next step.
In a voice form clients speak, record video, upload files and fill structured fields in one pass.
AI summarizes each response, extracts the fields you asked for and keeps status, owner and priority visible.
Conversational forms ask for the detail a client skipped, then route the case before work stalls.
Start with client onboarding. The same intake links work for sales and support.
Collect requirements, brand files, goals, budget, timeline and spoken context in one client onboarding form. Every submission becomes an organized case with a summary, owner, priority, routing and follow-up actions. Built for agencies, consultants, accountants and freelancers.
Let customers show the bug with voice, video, screenshots and files. Sayify captures the reproduction steps, sets severity and routes each case.
Ask about budget, timeline and decision maker out loud. Sayify extracts the qualification signals and routes ready prospects to the right owner.
Sayify captures complete context, turns each submission into a structured case, then routes the next step to the right person or system.
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.
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.
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.
Build the form once, send one link, then work the case. Most teams are live the same afternoon.
Combine voice prompts, structured fields and required file uploads in one flow. Start from a template or your own questions.
Share the link or embed it on your site. Clients answer by talking, recording video, uploading files or typing. No account needed.
AI summarizes the submission and extracts the key fields. The case lands in your CRM, Slack or task board with an owner and a next step.
AppSumo users are using Sayify for agency intake, voice surveys, client portals, support triage, and automation-ready case management.
Read the AppSumo reviews4.5
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.
A reviewer highlighted the value of turning landing-page and client submissions into structured cases with owners, routing, and follow-up.
clarm060 on AppSumo
Early users called out voice questionnaires, transcription, consent-aware collection, and AI summaries as practical advantages.
gwittke on AppSumo
Reviewers praised support for voice, video, text, files, extraction, routing, and integrations across Slack, Sheets, Zapier, and Make.
Sye on AppSumo
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
Early reviews point to the same core value: capture better context, extract key details with AI, and route work faster.
14-day trial, no card required
Real workflows and real numbers. See how teams run client onboarding, lead qualification forms and bug report forms in Sayify.
AI extracts project scope, red flags, and complexity from voice recordings. Detect unrealistic timelines before the first call.
Read Guide →Voice reports produce 47% reproduction steps vs 12% from text. AI assigns severity, routes to the right agent, and creates follow-up tasks.
Read Guide →Voice qualification captures BANT signals that text fields miss. Auto-score leads 1-10 and route hot prospects in under 60 seconds.
Read Guide →What a case looks like
Not a spreadsheet row. A case your team can pick up and act on: summary, extracted fields, score, owner, route and follow-up actions in one place.
Client onboarding case
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.
Pricing
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
LAUNCH50 for 50% offMonthly plans get 50% off for 6 months. Yearly plans get 50% off the first year. Choose yearly for the biggest saving.
For trying Sayify on a small workspace
Use it indefinitely.
For founders and lean teams
Launch offer available with LAUNCH50.
For teams turning feedback into action
14-day no-card trial, then LAUNCH50 eligible.
For heavier volume and more domains
Launch offer available with LAUNCH50.
What Sayify is, how client onboarding works and what it costs.
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.