Recent work

Case studies first, then projects grouped by the kind of work.

Case studies

Automated law-firm data at a collections business. Suits and judgments got faster and collections on recent lots rose above forecast.

Executives got their numbers without a platform conversion.

The full IT move to the new servicer, from accounts to the servicing platform.

A document index the client owns outright, with no monthly fees.

Every lot is checked before it loads and verified after. Staff handle only the exceptions.

Borrowing-base lines, fee revenue and the ledger, each rebuilt and checked against the source.

Law-firm status reportsFirm status reports load on their own. Only unclear rows go to a reviewer, and an import stops if errors pass a set limit. Case study
Notifications and bankruptciesTens of thousands of law-firm notifications and hundreds of bankruptcies loaded with no manual entry. Case study
Law-firm cost invoicesInvoices are mapped to cost types, checked for duplicates and posted. Every account matched accounting.
Law-firm payment filesFirm payment files become checked payment imports. Duplicate and reversal rules run before anything posts.
Judgment postingJudgments post the same way the system's own screen posts them, and never with interest frozen at zero. The poster was checked against over a thousand past entries.
Document requests from firmsA firm's request file turns into work items automatically. The documents are packaged and checked before they go out.
Collection system cleanupCleared stale and duplicate tasks with a reviewed plan for each change. Error tasks fell 93%. Case study

Executive dashboardOne KPI page for leadership, rebuilt twice a day after each data refresh.
Daily legal and liquidation reportsLegal and liquidation workbooks refresh every day instead of by hand.
Law-firm scorecardRanks collection firms by state on liquidation, judgments, filings and speed, with the method written down.
State exam reportingExam-period reports on collections, contacts, payments and balances. Every detail tab ties to the totals.
Borrowing-base certificateRebuilt each certificate line from pool data as a second check. Every tested line matched. Case study
Fee revenue by channelReproduced accounting's in-house, agency and attorney split. The attorney channel matched the ledger within 1% in every month tested. Case study
Ledger and servicing reconciliationA monthly check that the general ledger and the servicing system agree, with an alert when one check fails. Case study
Monthly lender packageAccounting's monthly lender package loads into SQL, so cash flow, covenants and forecasts can be queried.

Legacy system to CogentRecovered the suit and judgment data left behind in the conversion, filling only empty fields and staging first.
Post-conversion cleanupRebuilt missing suit dates and found accounts marked as sent to a firm that never got them.
Servicing transfer during a bankruptcyRan the full IT move to the new servicer: accounts, balances, reporting and the servicing platform. Case study
Purchased portfolio boardingEvery lot is checked before it loads and verified after. Staff handle only the exceptions. Case study
Chain of titleEvery purchased account is linked to its bill of sale, with an alert when a seller's files stop arriving. Case study
Backup servicer filesMonthly account, transaction and balance files for a backup servicer, held back if the numbers drift.
System separationSeparating a client's systems from an affiliate's. More than 150 legacy web forms are retired so far.

One reporting databaseDisconnected tables became one SQL Server database that reports run from. Case study
Ledger beside servicing dataA nightly copy of the general ledger sits next to servicing data, with finance views for P&L, balance sheet and cash.

Document indexOne search across about ten document stores. Labels are over 99% accurate in a spot check. Case study
Account scoringEvery active account is scored each week, and the scores set the order of daily work queues.
IT helpdesk triageAn AI agent answers routine IT tickets and passes the rest to a person.

Data exchange with an outside vendorAccount lists and results move by secure file transfer and load with no manual file handling.
Firm and agency placement filesGenerated files pick which accounts go to firms and agencies, with checks before each file is written.
Automation health boardOver 100 automations on one board, each with its health and data sources.
Review on every changeEvery code change gets an automated review, and business logic needs a named person to sign off.

Tell us what system you're on and where the data needs to go.