Two portals, one set of figures
Clients get a clear view of their recovery. Case teams get the tools to run each case. Both read from the same approved ledger.
For clients
The recovery, in plain view
It reads like an account statement, not a CRM.
- Recovery overview. Amount reported, recovered and remaining, with progress.
- Status and next milestone, from case opened to recovery completed.
- Transaction history of approved entries, each with a date and description.
- Documents and PDF statements to view, download or upload.
- Secure messages and notifications for every change on the case.
For case teams
Everything staff need to run recovery cases, with every change on record.
Clients and cases
- Client management
- Profiles, contact details, internal notes and portal access.
- Case management
- Several cases per client, each with its own amount, currency, status and timeline.
- Search and filters
- Find clients, cases and entries by status, type, date or author.
Money
- Recovery ledger
- Recoveries, adjustments, reversals, corrections and fees, entered as entries rather than edited balances.
- Approval workflow
- A second person approves each entry before it reaches the client.
- Reporting
- Totals by currency, cases by status, monthly recoveries and case duration.
Records
- Document centre
- Categorised files per case, shared with the client or kept internal.
- Case messaging
- One conversation per case, with unread client messages first.
- Audit log
- An append-only record of every action, with old and new values.
Access that matches each role
Each person gets only what their job needs. Clients only ever see their own cases.
| Role | Can do |
|---|---|
| Super admin | Everything, including staff accounts and roles |
| Admin | Clients, cases, entries, approvals, documents, messages and the audit log |
| Finance | Create and approve ledger entries |
| Case manager | Clients, cases, timelines, documents and client messages |
| Read only | View-only access for oversight |