Legal services · Template
Matter intake workspace
Assemble a matter intake packet and route unresolved identity or conflict questions to a professional.
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Fictional data · Changes reset on reloadThis preview demonstrates the interface. It does not connect accounts, collect data, or execute operational actions.
Start with your question
Tell your agent what a useful result looks like.
Edit the request, connect Siftree, and paste it into your existing agent. The request is a starting point for scoping the work; it does not automatically install this interface.
What you’ll need
Provide or authorize the business data this workspace needs. Choose the accounts, fields, and records the work may access. Agree on the output and review requirements before scheduling ongoing work.
Connection and first-request guideSuggested request, not a verified live workflow. Connect Siftree and review the proposed setup before running work.
Other starting points
Public data
Building permit intelligence
Explore development activity by neighborhood. Compare permit valuations, project types, contractors, and published status.
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Public data
Public-company filing explorer
Read disclosures alongside extracted facts. Browse company filings, compare reporting periods, and keep every observation tied to its source.
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Public data
Auction discovery
Find equipment worth a closer look. Compare public lots, inspect condition notes, and shortlist upcoming auctions.
Explore the template and starting prompt