AI agents for customer intake experiences
Klarefi turns messy intake into complete, cited case files. Your agent reads every document, asks for what is missing, and verifies answers while the applicant is still there.
One loop from submission to decision.
Build the agent once, then deploy it where applicants already are. Every submission comes back cited, verified, and ready for a decision.
Everything an intake needs. Nothing your team has to babysit.
Cited extraction
Every extracted value carries the exact quote and page it came from. Reviewers open the source and challenge it.
Real-time verification
Answers are checked against your systems through HTTP connectors as they come in. Nothing waits for review to be caught.
Follow-up chat
When something is missing or unclear, the agent asks in plain language, in context, before the applicant leaves.
Conditional forms
The right questions for each case. Nobody answers fifty fields they did not need to.
API and webhooks
Structured output pushes to your CRM, core, or DMS. One script tag for the front, REST for everything else.
Audit trail
Every action logged, every decision human-approved. A record that holds up under review.
An agent for every regulated workflow.
One agent, configured to each. It runs the operational work and hands your team complete, cited cases ready to decide.
Insurance
FNOL Agent: claims packets, policy verification, adjuster handoff
Finance
Loan File Agent: loan files, onboarding, financial statements
Legal
Legal Intake Agent: contract terms, playbook deviations, deadlines
Medical & healthcare
Prior-Auth Agent: referrals, prior authorization, ICD-10 extraction
KYC & compliance
KYC Agent: UBO structures, sanctions context, audit trails
Government
Permit Agent: permits, benefits, citizen applications
Built for your stack.
One script tag for the front. HTTP connectors to your systems. A REST API for everything else.
Live in minutes
One script tag on your page. Applicants stay on your domain, with no redirects and no rebuild required.
Fits your infrastructure
Your dev team configures HTTP connectors step by step. Push documents in, pull structured results back.
Total control
Full API access to every endpoint. Create cases, pull cited results, and wire Klarefi into the tools you already run.
Built for regulated operations
Every answer traced to a source. Every decision stays with your team.
Running intake at enterprise volume? SSO and directory sync, EU data residency, SLAs, and procurement handled.
Explore enterpriseSee 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