Onboard new clients in minutes, not days of back-and-forth emails
Sift transforms free-text client intake submissions into structured profiles with goals, requirements, and red flags extracted automatically.
The problem
Client onboarding is a grind of multi-page forms, follow-up emails, and manual data entry. Agencies and professional services firms lose billable hours before the engagement even starts. Critical details slip through the cracks.
The solution
Sift lets new clients describe their needs in their own words. The AI extracts project scope, goals, constraints, budget, timeline, and contact details into a structured intake profile. Your team starts with a complete brief, not scattered emails.
See the extraction
What users type
What you get
Accounting firm, 120 staff
Website redesign
Before January (tax season)
£15,000-£25,000
Compliance certifications prominently displayed
Why teams switch to Sift
Complete briefs from day one
Every intake submission is parsed into a structured profile. No follow-up emails asking for details the client already provided.
Faster time-to-kickoff
Teams can scope projects and prepare proposals the same day a client submits, cutting onboarding time from days to hours.
Red-flag detection
Sift highlights unrealistic timelines, budget mismatches, or scope creep signals so you can address them early.
Consistent data quality
Every client profile follows the same structure regardless of how the client chose to describe their needs.
The numbers
75% faster
Onboarding time
Structured intake eliminates most back-and-forth emails typically needed to clarify requirements.
95%+
Data completeness
AI extraction captures details clients mention naturally but often skip in structured forms.
Same-day
Proposal turnaround
Teams receive a complete brief immediately, enabling same-day scoping and proposal generation.
Recommended fields
Recommended Form Fields
Frequently asked questions
Start extracting client intake data today
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Use Cases
Sift extracts intent, budget signals, and urgency from free-text lead forms, then scores and enriches every submission so sales can prioritise instantly.
Quote RequestsSift extracts project scope, quantities, materials, timelines, and special requirements from free-text quote requests so you can respond with accurate estimates faster.
Appointment BookingSift extracts appointment type, preferred times, service requirements, and special needs from free-text booking requests so your scheduling team can confirm instantly.