CaseTracker

Import account list via API.

System segments accounts by AI-predicted recovery probability.

Automated AI-outreach sequence (SMS/Email) begins.

Debtor pays via the portal or responds with a dispute.

AI categorizes the dispute and alerts a collector if necessary.

Upload bulk discovery PDFs to CaseTracker.

Run the Auto-Discovery Engine to extract key entities.

Search for conflicting statements across multiple depositions using semantic search.

Generate a summary report highlighting legal risks.

Export the report for use in trial briefs.

Input the current case parameters and opposing counsel data.

Run the Predictive Analytics module.

Review the 'Judicial Tendency' report generated from historical rulings.

Determine the optimal settlement amount based on the AI-calculated risk/reward ratio.

Execute automated settlement offer via the platform.

Select a batch of accounts marked for legal action.

Trigger the Dynamic Document Assembly engine.

Review the AI-generated complaints for jurisdictional accuracy.

Batch-print or e-file (where available) the documents.

Update the case status to 'Served' automatically upon receipt of proof.

Draft a new communication template.

Submit the template to the Compliance Guardrail API.

Receive a risk score and suggested edits for specific states.

Apply edits and lock the template for the team.

System logs the compliance check for future audit trails.

Grant the client access to the white-labeled portal.

The client filters cases by status or AI-predicted value.

The system generates a real-time ROI report.

Client receives automated weekly summary emails.

Client provides feedback/approvals directly within the portal.

Import medical files into the HIPAA-secure vault.

Redact sensitive PHI automatically using the AI redaction tool.

Communicate with debtors using compliant templates.

Track payments and insurance adjustments.

Securely archive the file after zero-balance is achieved.