The intake agent
One agent, configured to your workflow. It runs everything between submission and decision: collects the documents, extracts each fact with a source quote and page, asks applicants for what is missing, and hands your team a cited case file ready to review.
One agent
collects, reads, and follows up on every submission
Under 14 days
from a real packet to a measured pilot
EU residency
by default, custom regions on request
The agent reading documents, extracting cited facts, and asking for what is missing
Point one agent at your workflow. It collects, reads, and verifies every submission, then hands your team a complete case file. Your people open decisions instead of attachments.
One session from the first applicant tap to a reviewable case file.
- 01
Applicant opens a branded session on your domain.
- 02
Klarefi collects the answers and supporting documents your workflow requires.
- 03
The agent extracts each fact with the source quote and the page it came from.
- 04
Anything missing or contradictory triggers a contextual follow-up to the applicant.
- 05
Your team opens accepted facts, disputed facts, and missing evidence in one workspace.
Built for the applicant's AI assistant too.
Every session is agent-operable by design. An applicant can hand the link to ChatGPT, Claude, or any agent runtime, and it completes the intake through the same API the hosted page uses. Your own agents can prefill what your systems already know before handoff.
Agents can only complete the intake. Approval and every decision stay with your team, enforced in the architecture, not in a policy document.
A complete case file beats a perfect classifier. We optimize the whole submission so reviewers can decide.
Where Klarefi sits in your stack.
- Alongside form builders
- Keep your form builder. Klarefi reads what applicants submit behind it and flags answers that are incomplete or unsupported before the case reaches review.
- Alongside document AI
- Klarefi pairs extraction with applicant follow-up, so your reviewers receive a complete packet, not an isolated set of values.
- Alongside BPM and case systems
- Klarefi closes the gap that creates the task, so the workflow you already run inherits a reviewable submission on day one.
What intake teams keep running into.
01
Static forms ask everyone every question, even when half are irrelevant.
02
Extraction tools deliver values without telling you the submission is incomplete.
03
Workflow routers move tasks around while operators still rebuild the case file by hand.
See it work on your own documents.
Build your agent for free and run it on a real intake, or book a demo and we will walk you through it.
No credit card required