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.
