Every new case, ready for the first call.
Klarefi is the AI intake agent for law firms and legal expenses teams. It reads what the client sends, asks for what is missing and hands your lawyer a cited file to assess.
What does legal intake software do?
Legal intake software collects a new client's details and documents before a lawyer looks at the case. Klarefi goes further than a form: it reads the documents, asks the client for anything missing while they are still there and links every fact to the sentence it came from. Your lawyer opens a file where the dates, parties and amounts are already found, and decides whether to take the case. Klarefi does not give legal advice and does not decide.
Built for each kind of case.
Each team sets its own form, facts and checks. These are the files Klarefi completes most often.
Personal injury
The accident date and the first medical visit are both cited, so a limitation question is visible on the first page.
What Klarefi reads and cites
- Accident details
- Medical letters
- Photos
- Insurer correspondence
Employment disputes
The notice period in the contract and the date in the dismissal letter sit side by side, each with its source.
What Klarefi reads and cites
- Employment contract
- Payslips
- Dismissal letter
- Correspondence
Legal expenses cases
A referral arrives with the client's documents read and the open questions already asked, before the case handler calls.
What Klarefi reads and cites
- The insurer's referral
- Policy details
- The client's account
- Supporting documents
Client onboarding
The name on the ID is compared with the bank statement and the client is checked against sanctions lists before the engagement letter goes out.
What Klarefi reads and cites
- ID
- Proof of address
- Source of funds
- Company details
How Klarefi completes a new case.
Your own intake form
Import the client intake form you use today. Klarefi asks each new client through it and fills in what they already sent.
Every fact cited
Klarefi reads each document as it arrives and links every date, party and amount to the line it came from. A fact it cannot find is marked missing.
Your checks run
Checks you write in plain sentences run against the facts, the company register, sanctions lists and your own systems.
Your lawyer decides
Your lawyer reads the cited file and decides whether to take the case. Klarefi never gives advice.
Your lawyers decide.
Security and data processingEvery document fact is cited
Each fact read from a document keeps its source, so a lawyer can check it in one click.
No legal advice
Klarefi prepares the file. Your lawyer assesses the case and advises the client.
A full audit trail
Every question, check and decision is logged where nobody can edit it.
Your cloud or ours
Use the hosted service with data stored in the EU, or run Klarefi inside your own cloud.