CaseFlow

Multi-Brand Casework Management

Dashboard

Case Pipeline

WARN SLA Breach Alerts

[Cases] Today's Tasks

Cases by Category

Monthly Volume

Compensation by Brand

IDClientBrandCategoryStatusBankAgentSLAAmount

Automated Casework Pipeline

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Real-time status of Lambda-powered automation functions. Auto-refreshes every 60 seconds.

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Pipeline Execution Log

Queue Depths

[SMS] WhatsApp
Email Email
[SMS] SMS

Cases by Bank

Cases by Category

SLA Compliance
87%
Avg Resolution (days)
34
FOS Success Rate
62%

Monthly Compensation Recovered

Case Volume by Brand (Monthly)

Overview
[Campaigns] Campaigns
[Call] Contact Progress
URL Manager

[Alert] Nurture Engine Control Panel

STOPPED

By Brand

By Category

Status Pipeline

[Campaigns] Campaign Steps

[In] Recent Activity

Nurture Leads

NameEmailPhoneBrandCategoryStatusStepLast MessageNext ActionEnrolled

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[Call] Contact Progress - Per-Person Activity

Name Phone Email Brand Category Progress [Email] [SMS] [SMS] [Call] Last Contact Next Due Status
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Campaign URLs

BrandCategoryLabelClaim Type LabelURLStatusAction
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#App NameSourceBusinessCategoryTypeNotes

Apps by Business

Apps by Category

Apps by Source

Total Forms
33
Brands
3
Claim Types
11
Active
33
Brand Claim Type Form URL Status Actions
FOA Reference Submission ID Name Brand Claim Type Signed Date Status Actions

FOA Document

Total Cases
-
Needs Draft
-
In Review
-
Sent / Emailed
-

Cases for Drafting

ClientCategoryLender Draft StatusProgressMissing Info DateActions
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Draft
Select a case to begin drafting
Click any row in the table to open the drafting workflow
Not Checked
-
awaiting analysis
[Red] Not Paid
-
chase ready
[Amber] Payment Plan
-
monitor
[Green] Likely Paid
-
verify & close
InvoiceClientEmail BalanceOverdueStage Payment StatusAI SummaryActions
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Invoice CRM Test Suite

Creates a live test invoice and tests every workflow: Stripe, Email, WhatsApp, AI Call, and Court Claim

[Cases] Test Configuration

WARN A real invoice + Stripe payment link will be created. Real messages sent to the test details above. Amount is small (£5) to minimise any charges.

Invoice Tests Ready

Tests: Invoice Creation -> Stripe Link -> Email Chase -> WhatsApp Chase -> AI Call -> Court Claim

Takes ~30 seconds. Creates a real £5 test invoice.

System Test Suite

Tests all channels (Email, WhatsApp, SMS, FOA) across all 3 brands with real messages

[SMS]

Allison Allcott - WhatsApp Quick Test

Send a single test WhatsApp message using the real AA templates

[Cases] Test Configuration

WARN Real messages will be sent to the above details. The engine will run immediately regardless of business hours.

Ready to Test

Click Run All Tests to fire a test message across every channel and brand right now.

Takes ~15 seconds. Real messages sent to configured test details above.

Drill Down

[Send]
Select an email
Click any email to view it and generate an AI draft response