Recover & resolve
Recover what's owed, gracefully.
A queue that ranks itself, follow-up that stops the second they pay, and settlement pages that close hard balances without burning the relationship.
Collections
A queue that ranks itself
Overdue invoices auto-enroll and sort by severity — a blend of amount and age — so your team always works the highest-impact accounts first.
- Auto-enrollment rules
- Severity scoring
- Lifecycle tracking
- Manual pause / resume
Collections queue · by severity
Cedar & Bow · 61d
$4,120.00Overdue
Harbor Legal · 44d
$1,325.00Overdue
Verde Studio · 12d
$315.00Partial
Sequences
Follow-up that stops the moment they pay
Build multi-step email + SMS sequences. Each step re-checks state at fire time and skips if the balance cleared. Quiet hours and opt-outs respected.
- Email + SMS steps
- State-aware skipping
- Quiet-hours guard
- Per-recipient throttle
Sequence · overdue follow-up
- Day 1Email — friendly reminderSent
- Day 4SMS — payment linkSent
- Day 7Settlement offerQueued
Settlements & negotiation
Close hard balances, gracefully
Send a settlement offer or let clients propose terms on a calm, branded page. The engine returns counter-options inside the guardrails you set.
- Tokenized offer pages
- Guided negotiation
- Guardrail counter-options
- Converts to plan or lump
Settlement offer
Original balance$5,000.00
Settle by Friday$3,500.00
30% forgiven
See it on your own numbers.
Book a walkthrough and we'll set up a sandbox with your workflow.