Pre-built workflows for every step of debt relief
Search a library of ready-to-run automation and AI templates — compliance, payments, onboarding, settlement, and more. Open any one to see its canvas and how it works.
FDCPA 5-Day Validation Notice
Never miss the §809(a) written validation deadline.
FDCPA Validation Period Tracker
Watch every 30-day window and act the moment it lapses.
FDCPA Dispute Handling
Cease, verify, and respond the instant a dispute lands.
FDCPA Cease & Desist Processing
Honor a C&D request in seconds, not days.
Time-Barred Debt Detection
Flag debts past the statute of limitations before anyone touches them.
FDCPA Communication Time Check
Only reach consumers inside the legal 8am–9pm window.
Mini-Miranda Compliance Check
Guarantee the §807(11) disclosure is on every message.
FDCPA Validation Response
Validate creditor docs with AI, then respond correctly.
Court Summons / Legal Mail Priority
A 24-hour SLA and instant alerts the moment legal mail arrives.
Wage Garnishment Notice
Catch a garnishment and protect the client immediately.
Power-of-Attorney Request
Generate, e-sign, and file a POA without lifting a finger.
Sensitive-PII Compliance Flag
Quarantine documents the instant PII is detected.
Creditor Validation Letter Intake (FCRA)
Match an FCRA validation letter to its docket and start the clock.
NSF / Payment-Failure Recovery
Turn a bounced draft into a recovery sequence automatically.
Settlement Payment Processing
Process the payment, confirm it, and handle failures.
Enrollment Welcome Packet
Welcome every new client the moment they go active.
Classify & Route by Document Type
The catch-all router for your entire virtual mailroom.
Auto-Archive Marketing & Junk
Clear the noise with a confidence threshold.
Vendor-Aware Inbound Triage
Use the PO Box on the envelope to find the right file.
Auto-Respond from PO Box of Origin
Reply from the same PO Box the mail came in on.
Settlement Offer Triage
Escalate big offers, auto-handle the rest.
AI Settlement Offer Generation
Calculate and draft an offer in one click.
Compliance Check
Audit a docket against FDCPA, TCPA, and state rules.
Statute-of-Limitations Review
Check each debt’s SOL status by state.
Dispute Response Drafter
Generate a citation-ready dispute response.
Collection-Harassment Detector
Spot harassment reports and build the C&D packet.
TSR Requirements Validator
Validate Telemarketing Sales Rule requirements.
Settlement Offer Drafter
Draft an offer with amount, terms, and schedule.
Settlement Eligibility Scorer
Score whether a debt qualifies for settlement.
Creditor Pattern Research
Predict a creditor’s acceptance range.
Settlement Progress Tracker
Track status, payments, and deadlines.
Payment Schedule Generator
Build an affordable schedule from budget and terms.
Payment Reconciliation
Match recorded payments to bank transactions.
Refund Processor
Process refunds with a clean audit trail.
Payment History Review
Summarize a client’s full payment history.
Document Summarizer
Get a concise summary of any document.
Entity Extraction
Pull creditors, amounts, dates, and accounts.
Document Classifier
Classify inbound documents by type.
Legal Document Analyzer
Surface terms, deadlines, and obligations.
Document Generator
Generate a document from a firm template.
Docket Creator
Spin up a docket and link it correctly.
Enrollment Program Manager
Manage programs, fees, and milestones.
Duplicate Contact Merger
Detect and merge duplicate contacts.
Debt Portfolio Analyzer
Total a client’s debts and savings at intake.
Email Composer
Draft a professional email in context.
SMS Composer
Draft a compliant SMS within limits.
Call Script Generator
Generate talking points for the next call.
Communication Summarizer
Summarize all email, SMS, and calls.
Follow-up Automator
Set up follow-up tasks and reminders.
Pipeline Health Analyzer
Find bottlenecks and conversion gaps.
Revenue Forecaster
Forecast revenue from active programs.
At-Risk Docket Detector
Catch missed payments and expiring settlements.
Portfolio Segmentation
Segment your book any way you need.
Performance Report Generator
KPI report: settlement, collection, cycle time.
Agent Productivity Report
Rank agent activity over any range.
Want these running on your business?
Book a demo and we’ll set up the templates that fit your workflow — compliance, payments, onboarding, and more.
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