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Technology platform
Run daily client work on a dependable technology foundation.
Client Support Software combines a mature open source foundation with configurable workflows, resilient data practices, and connected services. The technology supports the operation instead of distracting from it.
- Open source core
- Configurable recovery options
- Connected communications
Technology should simplify the work people do every day.
Records should remain dependable, traceable, and recoverable.
Responsive workflows help teams act while context is fresh.
A configurable foundation can adapt as programs and processes change.
Dependable by design
A mature foundation with room to adapt.
Developed over more than two decades, the platform uses established open source technologies and a shared application framework. The result is a system that can be configured around an organization’s programs, permissions, documents, and workflows.
FreeBSD
Stable operating foundation and workload isolation
What this meansHelps keep application workloads separated and easier to operate.
ZFS
Checksums, snapshots, replication, and storage resilience
What this meansCreates recovery points that can help restore a complete system state.
PHP
A mature shared application framework developed over time
What this meansSupports a product foundation that has evolved with client operations.
MySQL
Transactional data with primary and replica patterns
What this meansKeeps operational records structured while supporting separate reporting copies.
Apache
Open source web delivery across the application stack
What this meansDelivers browser based access through established web technology.
Asterisk / FreePBX
Configurable telephony and call routing foundation
What this meansSupports queues, extensions, routing, and connected calling workflows.
Smarty
Flexible document and communication templates
What this meansLets teams reuse approved content with authorized record data.
AI services
Optional assistance for eligible content and workflows
What this meansAdds reviewable drafting and transcription support where it fits your policies.
Hosting region, redundancy, recovery objectives, retention, and security controls are selected and documented for the applicable deployment. Current details are confirmed during solution design.
Data resilience
Resilience you can see.
Live operational data, frequent complete system snapshots, and retained recovery points work together so the CMA never depends on one copy in one place.
A complete recovery image from an exact point in time.
- Current across geographically separate live replicas.
- Recoverable through frequent complete system snapshots and retained recovery points.
- Protected with encryption in transit and at rest.
Performance architecture
Rich CMA reporting with room for your analytics stack.
Explore operational insights inside the CMA, or connect reporting replicas to external analytics platforms without placing reporting demand on the primary write path.
Give authorized teams immediate visibility without moving data into another system.
Use a configured, secure MySQL connection to extend analysis and visualization outside the CMA.
Keep essential writes focused on the primary data path.
Use rich dashboards and configurable reports close to daily work.
Connect Power BI or Fabric to a protected MySQL reporting source.
Applied intelligence
Use AI to make work easier while keeping people in control.
AI features are designed as configurable assistance for eligible content, not a substitute for professional judgment, review, or your organization’s policies.
Call transcription
Eligible recordings can be converted to text when PBX, recording, consent, and AI services are configured.
Smart Notes
Structured prompts can turn eligible conversations into a reviewable note format for the CMA record.
Smart Documents
AI assistance can help draft documents, emails, and resource content from approved context.
Reporting assistance
Authorized users can use AI assistance to help shape custom report queries, with validation before use.
Connected operations
Making technology useful in everyday work.
Supported communication channels and scoped APIs can connect with client records, tasks, templates, dashboards, and searchable history. Availability depends on provider, permissions, configuration, and intended use.
SMS
Send custom, prewritten, or messages triggered by tasks while applying configured category preferences, SMS consent, and contact suppressions.
Connected to client contextPBX telephony
Connect supported call activity with client and creditor context, operational dashboards, recordings, and staff performance signals.
Connected to client contexteFax
Queue proposals and paperwork as PDFs, submit them through an eFax integration, and return delivery status to the CMA workflow.
Connected to client contextDocuments & email
Use shared data and templates to produce consistent communications without rebuilding routine content by hand.
Connected to client contextConfigurable templates
Build repeatable communications from live workflow data.
Templates built with HTML and Smarty can combine approved language, record variables, and configurable logic for documents, email, and other repeatable outputs.
- Reuse approved content
- Insert authorized record data
- Adapt output with template logic
Hello {$client.first_name},{if $task.is_complete}Your next step is ready.{/if}Build around your operation
Let’s design the right technology path for your team.
Talk through your programs, workflows, integrations, hosting requirements, recovery objectives, and implementation priorities.