Keep the case system. Add a reviewable evidence layer.
SettleUp Collections sits alongside the CRM or case workflow you already use. It is a legal-workflow layer for scoped intake, evidence preparation, compliance checkpoints, and human-reviewed handoff — not a replacement for your system of record.
NOT A REPLACEMENT
Your existing system stays authoritative for the matter, account, and operational record. SettleUp adds a bounded review surface around the evidence path, with the current boundary visible before a pilot is discussed.
What gets better around the matter
Make the evidence path visible without moving the system of record.
The add-on is designed for teams that already have a case or collection workflow, but need a clearer control layer around what gets reviewed, approved, and handed off.
- 01
Evidence capture
Bring the source-linked facts, documents, and decision context into a reviewable packet instead of relying on an informal handoff.
- 02
Compliance checkpoints
Make the required review points explicit before a proposed action moves to the next human owner.
- 03
Collection and settlement documentation
Keep the supporting record attached to the workflow so the path from matter input to proposed outcome can be reconstructed.
- 04
Review readiness
Surface missing evidence, unresolved prerequisites, and the exact boundary a reviewer is being asked to approve.
- 05
Handoff visibility
Name the human approval point and the dated export or review artifact without promising autonomous dispatch or write-back.
The system boundary
Your system remains the source of truth. SettleUp adds control around review.
The honest architecture is additive: preserve the operational record where it already lives, then use a supervised evidence layer to prepare a reviewable next step.
Stays in your existing system
- Matter, account, and case ownership
- Production status and the system-of-record history
- Your access controls, retention policy, and operational decisions
- Any final action that requires your named human owner
SettleUp Collections adds
- Scoped intake and evidence preparation
- Source-linked, human-stamped review context
- A sandboxed audit vault for proposed artifacts
- A dated export or review artifact after approval
Current posture is not production system-of-record ownership. The public catalog does not establish live vendor authentication, a production round trip, or production write-back.
A safe example workflow
A controlled handoff, not a hidden automation promise.
Use the existing record as the starting point. Keep the evidence path bounded, the approval named, and the final artifact dated.
- 01
Existing CRM / case record
The buyer's current system remains the source of matter and account context.
- 02
Synthetic, redacted, or bounded inbound file
A buyer-provided file or bounded inbound path supplies only the evidence needed for the scoped review.
- 03
SettleUp review and preparation
SettleUp organizes the evidence, checkpoints, and proposed handoff inside the supervised boundary.
- 04
Named human approval
A person reviews the proposed action and decides whether the packet is ready for the next step.
- 05
Dated export or review artifact
The output is a reviewable artifact or dated export — not an automatic write-back or dispatch.
No automatic sync, background job, autonomous dispatch, or production write-back is promised by this example.
01 / Scope the workflow
02 / Architecture fit
Integration truth table
Catalog-backed, dated, and deliberately conservative.
The public connector catalog is the status evidence. Labels describe what has actually been evidenced, not what a future integration might eventually do.
What each lifecycle label means
LIVE · A production-enforced connector with the required evidence on file.
PILOT · A design-partner scope with a captured pilot outcome; not general availability.
SIMULATED · A spec + dry-run harness; no customer-deployed connector or production round trip.
PLANNED · Future work, not a capability available today.
Current connector posture
The catalog currently reports 0 inbound connector rows. Every row is SIMULATED: no live vendor authentication or production round trip is evidenced.
Preparing the current connector status…
What this does not establish
A catalog row does not establish production write-back, system-of-record ownership, autonomous dispatch, or a customer-specific implementation.
Buyer proof
Read the evidence before you book the conversation.
Each proof surface is labeled for what it is: dated catalog, source-linked trust evidence, or synthetic and reviewable demonstration.
Integrations status
Dated connector inventory with explicit LIVE, PILOT, SIMULATED, and PLANNED semantics.
Trust evidence
Source-linked legal, security, data-use, and capability boundaries.
Synthetic workspace proof
Reviewable synthetic artifacts for orientation — no production matter, no live integration claim.
Choose your next test
Start free. Move to a bounded pilot only when the boundary fits.
The best first step is the page you are on: no card, no PII, and no connector provisioning. Choose a deeper artifact or commercial path only after the concept is useful.
FREE CONCEPT TEST
FREE SYNTHETIC PROOF
PILOT
SUBSCRIPTION
HUMAN NEXT STEP