IMPACT 3.0 | ClientIQ
AI Powered Client Intelligence – Instant Answers, Clear Insights, Zero Waiting.
IMPACT 3.0 | VoiceIQ
ClientIQ
Intelligent Voice Recording Analytics & Compliance Intelligence. Every call automatically captured, transcribed, redacted, tagged, and queryable in plain English.
Secure Access · Sign In
Secure access begins with a branded sign-in
A familiar authentication experience protects the portal before any client or account data is exposed.
- Identity-based accessAuthenticate with an assigned username or email and protected password.
- Tenant entry pointPresent a controlled, client-specific gateway into the portal experience.
- Session securitySupport secure sign-in, logout and authenticated access to portal functions.
Removes
Shared logins and untracked access to client data.
Secure Access · Multi-Factor
Optional multi-factor authentication adds another layer
When enabled, MFA requires a one-time code after the primary credential check.
- Optional controlEnable MFA based on the organization's security policy and risk posture.
- One-time verificationRequire a temporary code in addition to the username and password.
- Reduced credential riskAdd defense against access attempts using compromised passwords alone.
Removes
Password-only exposure on accounts that hold consumer data.
Search · Home
The home page makes every account immediately searchable
A simple global search gives clients one intuitive starting point for virtually any lookup.
- Search almost anythingFind records by account number, name, phone, SSN, tax ID, client reference and other identifiers.
- One search surfaceReduce training by giving users a single, prominent entry point.
- Direct navigationMove from the search result into the full account record without an internal service request.
Removes
The “can you look this up for me” email.
Search · Advanced
Advanced search turns broad questions into precise populations
Clients can combine a target field with status, dates and balance ranges.
- Flexible target fieldChoose the field to search, then enter the matching keyword or value.
- Operational filtersFilter by account status, referred date, next-work date and principal-due range.
- Basic or advancedSwitch between simple global search and deeper portfolio filtering without leaving the workflow.
Removes
Ad-hoc data pulls routed through your operations team.
Search · Results
Search results surface the fields needed to choose confidently
Results preserve client context before the user opens an account.
- Decision-ready gridReview account ID, name, client, both client reference fields, status and total due.
- Multi-result handlingCompare matching records when names or identifiers return more than one account.
- Immediate drill-downSelect the correct row and continue into account-level details.
Removes
Guesswork when a common name returns many matches.
Account · Details
Account details consolidate financial and workflow context
A single account view brings balances, fees, dates, status and ownership together.
- Financial breakdownSee referred, received, adjusted, principal due, other, legal, court, attorney and interest values.
- Account lifecycleReview referral, delinquency, last-work, next-work, payment, letter, close and charge dates.
- Operational ownershipSee current status, total received, total due, assigned desk, client and client references.
Removes
Balance breakdowns rebuilt by hand in a spreadsheet.
Account · Consumer
Consumer records preserve every related party and identity
Authorized users can review multiple demographic identities tied to the account.
- Multiple partiesDisplay primary, secondary and other related consumer or party records.
- Complete contact contextReview name, address, city, state, ZIP, country and demographic identity.
- Controlled maintenanceOpen a specific row in View/Edit mode instead of changing data blindly.
Removes
Related parties buried in free-text account notes.
Account · Maintenance
Authorized users can maintain demographic information in place
The edit experience updates the selected demographic record without leaving the account workflow.
- Editable identityUpdate name and address lines for the selected demographic identity.
- Contact maintenanceMaintain city, state, country, ZIP, phone and email information.
- Consent-aware dataCapture whether email is permitted and save or close through clear actions.
Removes
Correction requests sent by email and keyed in twice.
Account · History
Account history provides a time-stamped operational audit trail
Every meaningful account event is recorded with who, when, what changed and how it was classified.
- Time-stamped activityReview the date, time and user responsible for each recorded event.
- Detailed change historySee workflow execution, demographic changes, field updates and account notes.
- Disposition contextTrack desk, status and activity type alongside each history entry.
Removes
Audit requests that pull staff off collections work.
Account · Transactions
Transaction history makes financial activity easy to verify
Payments, adjustments, fees, batches and methods can be reviewed directly from the account.
- Chronological ledgerReview transaction date, code, description and amount in sequence.
- Payment traceabilitySee batch numbers and payment methods for reconciliation and inquiry handling.
- Clear exceptionsDistinguish payments from adjustments and fees without opening a separate system.
Removes
Reconciliation calls to your accounting team.
Illustrative demo data. Production values populate from actual account transaction activity.
Account · Documents
Documents keep account evidence accessible and organized
Authorized clients can identify and open account-related correspondence, receipts, statements and letters.
- Account-level libraryList documents with upload date, description and document type.
- Direct retrievalOpen the associated file from the account instead of requesting it by email.
- Consistent organizationClassify correspondence, receipts, statements, inbound documents and letters.
Removes
The document request queue.
Illustrative demo data. Production listings reflect documents tied to the account under role-based permissions.
Self-Service · Reporting
Self-service reporting puts answers one click away
Portal users can launch approved reports without submitting a manual data request.
- Approved report catalogExpose the reports authorized for the client or user profile.
- Accounting visibilityLaunch the Accounting Report directly from the portal.
- Expandable deliverySupport standard, scheduled and on-demand reporting with Excel, CSV, or PDF outputs.
Removes
Report tickets sitting in the IT backlog.
Self-Service · File Exchange
Secure file exchange keeps client submissions inside the portal
Files are categorized, contextualized and submitted through a controlled workflow.
- Context before uploadSelect the company, client and file type so the submission is routed correctly.
- Controlled selectionBrowse for the file and block incomplete submissions until requirements are met.
- Actionable notesAdd descriptive context, then submit or reset from the same secure workspace.
Removes
Client files arriving as email attachments.
Self-Service · New Business
The New Business Wizard standardizes account intake
Clients can choose the operating entity and client, then begin a controlled new-debtor submission.
- Company and client scopeChoose the company and the specific client receiving the new placement.
- Guided debtor intakeContinue into the configured new-debtor record workflow after selection.
- Precollect handlingIdentify whether the submission belongs to a precollect batch before placement.
Removes
Placement spreadsheets that need cleanup before they load.
NEXT
On the roadmap
IMPACT Client IQ
Hand your clients an analyst. They ask in plain language. The answer comes back built.
ReportsDashboardsQueriesAnalysisExportsVoice
Upcoming · IMPACT Client IQ
Your clients stop requesting reports and start asking questions
A dedicated client workspace where global reports, dashboards, specialized queries, account analysis and custom exports are all built by prompt.
- Prompted, not ticketedThe client describes what they want in plain language. Client IQ builds the report, the dashboard or the export.
- Scoped to the clientEvery answer respects the same role based and client scoped access as the rest of the portal.
- Ask AVA by voiceAVA is the interactive AI client service phone agent. The client can ask out loud and get the same answer.
Removes
Report requests, data pulls and analyst hours billed back to your operation.
Concept mockup. IMPACT Client IQ is in development.
IMPACT Client IQ
Five things a client can ask for. One way to ask.
No report catalog to learn. No IT ticket. No waiting on your operation to build it.
1
Global Reports
Portfolio wide reporting across every client code the user is permitted to see.
2
Dashboards
Assemble and save a dashboard from a prompt, then schedule it to arrive daily.
3
Specialized Queries
Ask a narrow question against the data without writing a query or opening a ticket.
4
Account Analysis
Drill from a portfolio number into the accounts underneath it and understand why.
5
Custom Exports
Define the columns and filters in plain language, then export to Excel, CSV or PDF.
Ask AVA
Interactive AI Client Service Phone Agent
Clients who would rather talk than type can ask AVA by voice and get the same scoped answer, on the phone or from the workspace.
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