Session Highlights — 2026-07-07b (afternoon)

Debt Recovery Workflow — Key Additions

Payment & Billing

Every debtor touchpoint includes a Stripe ACH payment link — email, certified letter, text-to-pay, and phone-in payment portal
Xero can be added later for accounting (Stripe integration is seamless)
Debtors can pay in installments via Stripe

Fee Calculator

New mockup: dre-fee-calculator.html — live 4-tier side-by-side comparison
Input any amount, see what client receives and DRE fee at each tier immediately
Cards color-coded: green (Tier 1) → blue → amber → red (Tier 4)
One-time build for the site, no ongoing API costs

Case Aging Dashboard

New mockup: dre-case-aging.html — monitors stalled cases
Color-coded: green (on track), amber (approaching limit), red (past target)
Targets: Tier 1 = 5 days, Tier 2 = 7 days, Tier 3 = 10 days
Stalled cases show alert banner with escalation action link

Agent D.R.E Chatbot — Authentication & Messaging

Three states:

Lead capture (non-logged-in): Name, Company, Email*, Phone. Required before Q&A.
Logged-in greeting: "Welcome back, {Company}! Your claim against {Debtor} is in {Tier}."
Conversation: FAQ + message-to-team form.
PII verification trigger: If asked for case-specific details (claim number, case details), require claim number from welcome email to verify before sharing.

Message team form: Subject dropdown (Question about claim, New debtor info, Payment received, Update contact, Complaint, Other) + free text + Send/Cancel. Logs to case file.

Knowledge isolation rules enforced: Public vs private (scoring methodology, skip tracing, weakness criteria, approval workflow, partner names, strategy docs all PRIVATE).

AI Re-Analysis on Document Upload

When client uploads new document, AI re-scores the claim automatically
Score delta tracked in timeline: "Score: 78 → 82 ⬆"
Logged in change history as System event with reason "New docs uploaded"
Re-analysis is per-claim, not per-client

Two-Binder System Finalized

DRE Internal: Full record with AI analysis, internal notes, all docs
Client Package: Claim summary, LPOA, settlement, fee statement — NO AI analysis or research
Archive: DRE-YYYY-NNNN_evidence.zip with original uploads
Client can download from portal after case close

Professional Touches Added

Post-closure survey (auto-sent)
Referral tracking (5% off next claim)
Settlement agreement templates in DocuSeal
Automated compliance checkers before each communication
One-click case notes (every action auto-logs to timeline)
Batch small claims under $2K
SMS notifications to clients (Twilio slot)
Text-to-pay for debtors

CRM & Infrastructure

Anita's Gmail app password flow: instructions sent, waiting for her to email her Gmail app password
Tony reminder sent for Telegram bot setup
Bounce fix: re-sent Cartagena itinerary to correct address (anitabrownwrites@gmail.com)

Notary Research (ongoing)

Proof.com Premium plan needed for API — estimate ~$90-150/mo
OneNotary alternative has REST API, likely lower per-doc pricing
Subagent dispatched to research OneNotary API docs and Proof Premium pricing

API Keys Dashboard

New table in capabilities page: vendor, masked key, usage, status
7 keys tracked: Firecrawl, ScrapingAnt, Cloudflare, admin-ai, SMTP, DocuSeal, Turnstile
Hover tooltips with credit limits and service descriptions

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