Invalid username or password.
Select classes and upload documents, then click Run. Each class creates a separate linked record.
A blank questionnaire will open for each selected class. Answer each question and save as you go. You can send the form to the client to complete from any record.
Paste the specific extraction output you want to correct, or leave blank to add a general rule.
Describe what should happen in plain language. Don't worry about wording — Claude will translate it.
Claude's translation of your description. Edit before saving if needed.
Make sure Window 3 contains the prompt instruction before submitting.
Upload source documents (broker schedules, policy docs). Claude reads them and fills answers into 1 questionnaire. Existing answers are only overwritten where the documents provide a value.
Secure link for 1 questionnaire — copy it into an email to your client. They complete the form and it flows straight back in.