Guides
Upload Documents
Attach PDFs, scans, photos, and supporting documents to a hosted intake session
Overview
Documents are attached to the case context, not stored as loose files. Klarefi uses them to extract facts, cite source evidence, identify gaps, and prepare the case for review.
Supported Intake Patterns
- Applicant uploads documents inside the hosted session.
- Your system attaches documents to an existing session through the API.
- A connector sends documents from an inbox, DMS, CRM, or case system.
Document Metadata
Include stable metadata when available:
- External document ID
- Document type or packet role
- Source system
- Applicant or entity reference
- Capture date
- Language or jurisdiction hints
Metadata helps operators understand the packet and helps integrations reconcile case state back to the source system.
Review Behavior
Uploaded documents are parsed against the workflow's required facts. The case can continue when the document is accepted, ask for clarification when evidence is missing, or move to human review when the document is ambiguous or unreadable.