70 lines
3.4 KiB
Markdown
70 lines
3.4 KiB
Markdown
# Session Highlights — 2026-07-07b (afternoon)
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## Debt Recovery Workflow — Key Additions
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### Payment & Billing
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- Every debtor touchpoint includes a **Stripe ACH payment link** — email, certified letter, text-to-pay, and phone-in payment portal
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- Xero can be added later for accounting (Stripe integration is seamless)
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- Debtors can pay in installments via Stripe
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### Fee Calculator
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- New mockup: `dre-fee-calculator.html` — live 4-tier side-by-side comparison
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- Input any amount, see what client receives and DRE fee at each tier immediately
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- Cards color-coded: green (Tier 1) → blue → amber → red (Tier 4)
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- One-time build for the site, no ongoing API costs
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### Case Aging Dashboard
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- New mockup: `dre-case-aging.html` — monitors stalled cases
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- Color-coded: green (on track), amber (approaching limit), red (past target)
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- Targets: Tier 1 = 5 days, Tier 2 = 7 days, Tier 3 = 10 days
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- Stalled cases show alert banner with escalation action link
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### Agent D.R.E Chatbot — Authentication & Messaging
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**Three states:**
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1. **Lead capture** (non-logged-in): Name, Company, Email*, Phone. Required before Q&A.
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2. **Logged-in greeting**: "Welcome back, {Company}! Your claim against {Debtor} is in {Tier}."
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3. **Conversation**: FAQ + message-to-team form.
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4. **PII verification trigger**: If asked for case-specific details (claim number, case details), require claim number from welcome email to verify before sharing.
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**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.
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**Knowledge isolation rules enforced:** Public vs private (scoring methodology, skip tracing, weakness criteria, approval workflow, partner names, strategy docs all PRIVATE).
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### AI Re-Analysis on Document Upload
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- When client uploads new document, AI re-scores the claim automatically
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- Score delta tracked in timeline: "Score: 78 → 82 ⬆"
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- Logged in change history as System event with reason "New docs uploaded"
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- Re-analysis is per-claim, not per-client
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### Two-Binder System Finalized
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- DRE Internal: Full record with AI analysis, internal notes, all docs
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- Client Package: Claim summary, LPOA, settlement, fee statement — NO AI analysis or research
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- Archive: `DRE-YYYY-NNNN_evidence.zip` with original uploads
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- Client can download from portal after case close
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### Professional Touches Added
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- Post-closure survey (auto-sent)
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- Referral tracking (5% off next claim)
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- Settlement agreement templates in DocuSeal
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- Automated compliance checkers before each communication
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- One-click case notes (every action auto-logs to timeline)
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- Batch small claims under $2K
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- SMS notifications to clients (Twilio slot)
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- Text-to-pay for debtors
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### CRM & Infrastructure
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- Anita's Gmail app password flow: instructions sent, waiting for her to email her Gmail app password
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- Tony reminder sent for Telegram bot setup
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- Bounce fix: re-sent Cartagena itinerary to correct address (anitabrownwrites@gmail.com)
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### Notary Research (ongoing)
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- Proof.com Premium plan needed for API — estimate ~$90-150/mo
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- OneNotary alternative has REST API, likely lower per-doc pricing
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- Subagent dispatched to research OneNotary API docs and Proof Premium pricing
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### API Keys Dashboard
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- New table in capabilities page: vendor, masked key, usage, status
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- 7 keys tracked: Firecrawl, ScrapingAnt, Cloudflare, admin-ai, SMTP, DocuSeal, Turnstile
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- Hover tooltips with credit limits and service descriptions
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