A free review of five of your intake files.

A review of a few files your team has already handled, to show where intake loses time before anyone can judge the case: questions the form did not ask, documents that arrived late or not at all, and the days a file waited. It is for lending, mortgage, insurance and legal teams.

A short written report, about five pages, on five of your files. It shows which questions went unasked, which documents were missing at first review and how long each file waited, what could be done better and what a rebuilt intake would look like. Mike presents it on the call and you keep the report.

Five files your team has already handled, a mix of easy and hard ones. For each file, send what came in at the start (the form or email with its attachments), the follow-up messages with their dates and the date the file was complete. Dates matter, because the report shows how long each file waited. You upload them through the private link Mike emails you. Never send live applicant files.

Remove anything that identifies a person or a business: names, addresses, dates of birth, and account, policy and case numbers. Keep the kinds of documents and the order they arrived in, because that is what the audit looks at. If you are not sure, ask Mike before you send anything.

Anonymise the files before you upload them. The files are read with AI models through OpenRouter, at providers in the US and other countries that keep no copy of the data, and we do not allow them to use the files to train models. Mike reviews what the models find. The files are used only for your audit and deleted 30 days after upload. How Klarefi handles data and which providers it uses is at https://www.klarefi.com/security and https://www.klarefi.com/subprocessors.

No. The audit uses only the anonymised files you choose to send. Nothing connects to your systems.

No. The report describes how your intake went on five files. What to change, and every decision on a case, stays with your team.

No. The audit is free and does not commit you to a pilot or a purchase. If the report shows work Klarefi could take on, you can talk about a pilot on the call.

Each audit takes Mike real time to prepare, so it is for teams with enough files for the findings to matter. If it is not a fit yet, you can try Klarefi on your own form for free at https://www.klarefi.com/get-started.