How the AI intake agent works
Klarefi collects the answers and documents your intake requires, extracts facts with their sources, and checks them against your records. When something is missing, it asks the applicant in a chat. Your team gets a case file with cited facts, check results, and any unresolved issues.
Klarefi reading documents, extracting facts with their sources, and asking for a missing item
Where intake stalls today.
01
A form accepts whatever is uploaded, so a person finds the gaps later.
02
Document extraction returns values without checking them against your requirements.
03
The case system stores the file, and missing items are still chased by email.
From submission to review.
- 01
The applicant opens the intake on your website or from a link.
- 02
Klarefi asks the questions that apply and collects the documents your requirements list.
- 03
It reads each document and extracts facts, each linked to its quote and page.
- 04
When a required item is missing or two facts conflict, Klarefi asks the applicant in the chat.
- 05
Your team opens the case file: facts with sources, check results, and anything still unresolved.
What Klarefi does.
Follows up in the chat
When a required document or answer is missing or unclear, Klarefi asks for it in the chat and reads the reply.
Every fact links to its source
Each fact taken from a document keeps the quote and page it came from. Your team can open the source and check it.
Checked against your records
Facts are checked against each other and against your systems through connectors. Failed checks stay visible for review.
Only the questions that apply
Each applicant sees the questions for their case, based on their earlier answers.
API and webhooks
Case files go to your CRM, core system, or document store. Embed the form with one script tag and use the REST API for the rest.
Audit trail
Every action is logged with who took it and when. Decisions are made by people on your team.
What a follow-up looks like.
A required loss history is missing. Klarefi asks for it in the chat. The broker uploads it and adds context. Klarefi reads it and updates the case file. Anything still unresolved stays visible for review.
Where Klarefi fits next to your current tools.
- Your form builder
- Keep it if it works for you. Klarefi can run behind it through the API, or replace it with a hosted intake that follows up in the chat.
- Your document AI
- Extraction tools return values. Klarefi also checks them against your requirements and asks the applicant for what is missing.
- Your case and workflow system
- Klarefi prepares the case before it reaches your system, so the workflow you already run starts from a file ready for review.
Connect Klarefi to your systems.
Embed the form with one script tag, check details through connectors, and use the REST API for everything else.
Embed on your site
Add the form to your page with one script tag. Applicants stay on your domain.
Connects to your systems
Connectors call your systems to check facts during the intake. Send documents in and pull case files back.
Full API access
Create intakes, read case files with their sources, and connect Klarefi to the tools you already run.
Applicants can send their own AI assistant.
An applicant can hand the intake link to ChatGPT, Claude, or another assistant. It fills in the form, answers follow-up questions, and uploads documents through the same API the hosted page uses. Your own systems can prefill what you already know.
Assistants can only complete the intake. Approval and every decision stay with your team, enforced in the architecture.
Klarefi for your market.
See a submission go from upload to review.
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