One connected platform for the entire debt-relief workflow
Every feature shares one graph data model, so your contacts, cases, documents, and payments are always linked — and your team always has the full picture.
AI Assistant
Chat with your entire book of business in plain English. The assistant streams answers grounded in your own data, drafts client messages, summarizes case histories, and surfaces the next best action — without leaving the screen you are on.
- Streaming, context-aware chat grounded in your CRM
- Semantic search across contacts, dockets, and documents (⌘K)
- Drafts emails, summaries, and call notes in seconds
- Suggests next actions on every record
Virtual Mailroom
Forward mail, upload scans, or connect an inbox. EON runs OCR with Vertex AI, classifies each document, extracts the entities that matter, and links them to the right client and case — turning hours of manual data entry into a queue you simply review.
- AI OCR + classification on every inbound document
- Entity extraction auto-matched to clients and dockets
- Folder/inbox view with malware scanning on upload
- Human-in-the-loop review queue for low-confidence items
Business Automation
Design automations on a drag-and-drop canvas, or describe what you want in English and let AI build the workflow. Trigger on schedules, webhooks, inbound email, or data changes — then route, notify, update, and escalate without lifting a finger.
- Drag-and-drop builder with 100+ node types
- Describe-in-English → AI generates the workflow
- Triggers: schedule, webhook, email, and data change
- Retries, dead-letter queue, and resumable runs
Unified CRM & Graph
EON is built on a graph data model, so every relationship — a debtor to a creditor, a case to a document, a payment to a debt — is a first-class link you can traverse. No more siloed tables or duplicate records.
- Contacts, orgs, leads, dockets, debts, and settlements
- Graph relationships you can actually follow
- Inline editing with field-level validation
- Tenant isolation and role-based permissions throughout
Client Portal
Give clients a branded, mobile-first portal to track progress, upload documents, review settlements, and make payments — cutting status calls and keeping enrollments on track.
- Real-time progress and balance tracking
- Secure document upload from any device
- Settlement review and payment from the phone
- Branded to your firm
Payments & Trust Accounting
Collect with tokenized card and ACH, hold client funds in for-benefit-of (FBO) accounts, and keep a clean subledger per client. Disbursements, dunning, and reconciliation are tracked end to end.
- Tokenized card + ACH via integrated gateway
- FBO accounts with per-client subledgers
- Recurring plans, dunning, and disbursement tracking
- PCI-minimizing vault token architecture
The capabilities that round it out
Semantic Search
Find anything by meaning, not keywords — across every record.
Analytics & Reporting
Pipeline, portfolio, and performance dashboards out of the box.
Telephony
Click-to-call and logged conversations attached to the record.
Security & Compliance
Multi-tenant isolation, RBAC, and full audit trails.
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.