EON
The complete platform

Everything EON does, in one place

EON runs the entire debt-relief lifecycle. Here is every top-level capability — and how each one moves your business forward.

AI & IntelligenceCRMCases & FilesEnrollment & PipelinesDocuments & MailroomFinanceSettlement & Trust AccountingAutomationClient & Partner PortalsAnalytics & OperationsPlatform & Security
AI & Intelligence

An AI spine through every workflow — so your team does the judgment, not the busywork.

  • AI Assistant
    Ask your whole book of business in plain English and act on the answer.
  • Semantic Search
    Find any client, document, or detail by meaning — in milliseconds.
  • AI Workflow Builder
    Describe an automation in a sentence; EON builds and runs it.
  • Document Intelligence
    OCR, classify, and extract every inbound document automatically.
  • Creditor Intelligence
    Know a creditor's settlement behavior before you negotiate.
  • Autonomous Agents
    Put routine negotiation and follow-up on autopilot, with guardrails.
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CRM

One connected source of truth for every person, company, and relationship.

  • Contacts
    Every person, communication, and document on one timeline.
  • Organizations
    Track creditors, firms, and partners with full org charts.
  • Leads & Scoring
    Focus on the leads most likely to enroll.
  • Activity Timeline
    A unified, audit-ready history for every record.
  • Graph Relationships
    Follow any connection — debtor to creditor to case — instantly.
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Cases & Files

Run the entire matter — debts, documents, tasks, and parties — from one hub.

  • Dockets
    The whole matter in one place, with a pipeline stage tracker.
  • Cases (Litigation)
    Track legal matters linked to their dockets and parties.
  • Debts
    Every account with creditor, balance, and aging at a glance.
  • Settlements
    Negotiate, approve, and disburse — end to end.
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Enrollment & Pipelines

Turn interest into funded clients, and move every deal forward predictably.

  • Enrollment Wizard
    Turn a lead into a funded client in one guided flow.
  • Pipelines
    Move any entity through custom stages on a kanban board.
  • Call Queue & Telephony
    Click-to-call, logged and attached to the record.
  • Marketplace
    Install vetted pipelines and workflow templates in a click.
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Documents & Mailroom

Every inbound document read, filed, and actioned — without manual data entry.

  • Virtual Mailroom
    Inbound mail read, classified, and routed automatically.
  • Document Viewer & Annotations
    Review, mark up, and share documents in-app.
  • E-signature
    Collect signatures on agreements from any device.
  • Review Queue
    Human-in-the-loop approval for anything AI is unsure about.
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Finance

Collect, plan, and account for every dollar — compliantly.

  • Payments
    Collect by card and ACH with PCI-minimizing vault tokens.
  • Payment Plans
    Recurring schedules with dunning and retries built in.
  • Portfolios
    Manage and report on books of business and recovery.
  • Commissions
    Track and statement partner and agent commissions.
  • Agreements
    Generate, sign, and store every client agreement.
  • Billing & Invoicing
    Subscriptions, invoices, and revenue in one place.
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Settlement & Trust Accounting

Hold and move client funds with bank-grade rigor and a clean audit trail.

Settlement Negotiation

Track offers and counters to the best outcome.

Trust Accounting (FBO)

Client funds in for-benefit-of accounts with per-client subledgers.

Settlement Accounts

Per-client dedicated accounts, reconciled.

ACH Drafts & Disbursements

Schedule drafts and disburse to creditors compliantly.

Earned Fees

Recognize fees correctly, automatically.

Automation

Run the repetitive work on autopilot, reliably.

  • Workflow Builder
    Drag-and-drop automations across 100+ node types.
  • Triggers
    Start on a schedule, webhook, inbound email, or data change.
  • Execution Monitoring
    Watch every run, with retries and a dead-letter queue.
  • Tasks
    Assign, track, and never drop a follow-up.
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Client & Partner Portals

Premium self-service for the people on the other side of the table.

  • Client Portal
    A branded, mobile-first portal that cuts status calls.
  • Public Approvals & Signing
    Token-gated settlement approval, consent, and signing — no login.
  • Affiliate Portal
    Real-time lead status and transparent payouts for partners.
9:41● ● ●
Hello,
Linnea
Your enrollment
Debt Settlement
Standard · 36 months
4of 36 payments made
Next payment
$642.18Jun 1
ACH · Chase ••3491
Recent activity
May 1Payment received · $642.18
Apr 22Hardship affidavit verified
Apr 14Settlement agreement signed
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Analytics & Operations

See the whole business, and start each day on what matters.

  • Today / Command Center
    An AI morning brief and exactly what needs you now.
  • Reports & Dashboards
    Pipeline, portfolio, and performance out of the box.
  • Forecasting
    Project settlements and cash with confidence.
  • Observability
    Monitor the health of every workflow and integration.
  • Admin & RBAC
    Roles, users, and custom types — configured, not coded.
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Platform & Security

Built multi-tenant, auditable, and connected from day one.

Multi-tenant Isolation

Strict tenant separation on every query.

Audit Trails

Every change and disbursement, logged for compliance.

Graph Data Model

One connected model — no silos, no duplicate records.

Integrations & API

Connect your stack with webhooks and a clean API.

See it all in a demo

See EON on your business

Book a 30-minute demo. We will tailor it to your workflow and show exactly how EON saves time and money.

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