Makay spent up to eight hours on every new client requesting documents, reading them, working out what was missing and emailing back for the rest. Klevie built a platform that runs the whole intake loop on its own.
For each client, someone had to request the documentation, read through what came back, work out whether everything needed was actually there, and send an email asking for the rest. Done properly, that took up to eight hours per client.
It went wrong in a specific and expensive way. A person would spot two missing documents, ask for those, and miss that more were absent, that a document which did arrive held none of the required information, or that it was not the right document at all.
So the same client was asked two or three times, and each round added delay and friction at the worst possible moment of the relationship.
Up to eight hours of a person's time for every new client
Documents requested twice, because gaps surfaced one email at a time
Files that arrived without the information they were supposed to carry
The wrong document accepted, because nobody checked it field by field
Delay and friction on the client side, right at the start of the relationship
A client sends an email and it enters the system automatically. The system checks the submission against a defined set of required documents, and Klevie configures exactly which documents are needed and what each one has to contain. Then it emails the client asking only for what is genuinely still missing.
It is the same document-extraction pattern described in document data extraction with AI, delivered as part of the wider approach in AI systems for business operations. There is a working demo of the flow at insurance.klevie.com.
The client's email lands directly in the system, with nobody copying attachments by hand.
Which documents are needed, and what each one has to contain, is set up per case instead of living in someone's head.
The system reads for what has to be extracted from each document, so an identity document from the United States and one from China are both handled.
The full set is validated in a single pass, instead of gaps surfacing one email at a time.
The client gets one email asking only for what is genuinely still needed.
Anything the system flags goes to whoever owns the client relationship.
The system handles the verification and the routine request, and a person stays accountable for the client relationship and for the judgment calls the system flags.
As with everything Klevie builds, the automation takes the repetitive work and a person stays in the loop where judgment belongs. That is what makes it safe to hand the task over in the first place.
The system reads every submission, checks it against the required set of documents and asks the client only for what is genuinely missing.
A person owns the client relationship and every exception the system flags for judgment.
