Hosted Intake
Build a secure hosted intake flow for forms, documents, follow-up, and review-ready case files
Overview
Hosted intake gives each applicant a signed session where they can complete the form, upload documents, and answer follow-up questions. The session keeps form answers, documents, chat history, extracted facts, and review status together.
Use hosted intake when the applicant-facing experience needs to stay simple but the back-office review requires evidence, completeness checks, and audit trails.
Recommended Flow
- Create an intake session from your system of action.
- Redirect the applicant to the hosted session URL.
- Let Klarefi collect answers, documents, and follow-up responses.
- Subscribe to webhook events for session and case state changes.
- Pull the final case file into your system of record when review is ready.
Session State
Hosted sessions progress through states such as created, submitted, blocked, needs review, and completed. Treat webhooks as notifications and read the current session or case state from the API when your system needs the latest record.
Design Notes
Hosted intake should ask only for what the case needs. Prefer targeted follow-up questions over generic resubmission messages. If a fact cannot be resolved semantically, route the case to clarify or human review instead of falling back to a deterministic guess.