Case Management and Client Portals for Debt Advice Services, Built with AI
Mythex builds the case tools a debt advice service usually spreads across documents and inboxes: one case record holding a client's creditors, budget, plan and adviser notes, a portal where clients upload statements and see where each creditor stands, triage and assessment booking with urgent slots held back, and a calm website that asks for a callback rather than a long form.
What advisers need in front of them
People contacting a debt advice service are often frightened, sometimes days from a court date or an enforcement visit, and wary of scams. The service has to be easy to reach and quick to triage. Then the work is detailed: income and spending for a budget, every creditor with balance and status, letters and statements, notes on vulnerability, the advice given, and a plan with review dates. When those live in separate documents, whoever picks up the phone cannot see what was said last time. Funders and partners also want numbers on cases, outcomes and referral sources.
- One case record with creditors, budget, plan and a notes timeline
- Case stages from triage to closed
- Review dates that come up automatically
- Secure document upload for statements and creditor letters
- Urgent appointment slots for court and enforcement cases
- Vulnerability notes visible to every adviser on the case
What you can build for debt advice services
One case record instead of scattered documents
Each client has a structured case: creditors with balances, agreed payments and collection holds, the budget, the advice given and the plan. Alongside it runs a free-text timeline, so an adviser calling back sees what was said last. Cases move through triage, fact-find, advice given, plan in place and closed, and review dates surface on their own.
Build a case management app for our debt advice service. Each case has client details, a creditor list (name, balance, agreed payment, hold on collection), income and spending budget, stage (triage, fact-find, advice given, plan in place, closed), review date and a timestamped notes timeline. Show cases due for review this week.
A client portal for documents and creditor status
Clients upload bank statements, payslips and creditor letters securely, see their agreed budget in plain language, and check a simple creditor list showing what each one has agreed. The next review date and anything they need to do before it sit at the top.
Create a client portal for our debt advice service. Clients log in to upload documents, see their budget, a list of creditors with amount owed, agreed payment and status, and their next review date with any actions. Only the client and their adviser can see their case.
Triage calls, full assessments and urgent slots
Offer a short triage call and a longer assessment by phone, video or in person, per adviser. Hold a few slots a week for urgent cases, released into the normal diary the day before if unused. The confirmation lists the documents to have ready.
Make a booking system for our debt advice service with 20-minute triage calls and 60-minute assessments, phone, video or in-person per adviser. Reserve 3 urgent slots a week that release to everyone 24 hours before if unbooked. Show a list of documents to bring on the confirmation.
A calm website that asks for a callback
Say who you are, who funds you, whether advice is free, and what you will never do. Explain what happens at a first appointment and what to bring. Put the phone number at the top and make the form a callback request: name, number, a good time. Detailed financial questions go better in a conversation.
Make a website for our free debt advice service. Explain who funds us, what happens at a first appointment, what to bring, and what we will never charge for. Put the phone number at the top and add a short callback form with name, phone and best time to call.
Caseload, outcomes and cases gone quiet
See open cases per adviser and stage, debt under advice and resolved over time, overdue reviews, and referral sources for partners. The most useful list is cases with no contact for two weeks, so advisers can make a gentle check-in call before a case stalls.
Build a dashboard for our debt advice service: open cases per adviser and by stage, total debt under advice and resolved per month, overdue reviews, referral sources, and cases with no contact in 14 days.
Regulation, confidentiality and client money
In many countries debt advice is a regulated activity, and some services need authorisation before they can advise or handle client payments. Mythex builds software; it is not a regulated system and does not make your service compliant. Check what your regulator requires for record keeping, complaints, and statements on your website. Keep case access limited to advisers and the client, record vulnerability with care, and if you pass client payments on to creditors, keep them strictly separate from your own fees in records and statements.
- State your regulatory status on the website where it applies
- Restrict each case to its adviser, supervisors and the client
- Separate client payments from your fees
- Ask your regulator or compliance adviser before launch
Moving case notes into one shared view
Start with new cases only, so advisers learn the record on fresh work. Set up stages and fields that match how you report to funders, and keep the notes timeline for everything else. Once the team trusts it, move open cases across one adviser at a time, starting with those due for review soonest.
Questions
Can clients upload their bank statements securely?
Yes. The portal uses logins and your project's file storage, and access can be limited to the client and their adviser. Decide how long you keep documents and ask Mythex to build that rule.
Will it make our service compliant with regulations?
No software does that on its own. Mythex builds the records, access rules and reports you ask for; your regulator's requirements and your own policies decide what those need to be.
Can several advisers share cases?
Yes. Each adviser has a login, cases have an owner, and supervisors can see everyone's caseload. The notes timeline shows who wrote what and when.
Do I need to code?
No. You describe your case stages and fields in plain language and Mythex builds the app. Changes are made by chatting.
Is it free for a charity?
The Free plan needs no credit card and includes daily credits and publishing. Pro is $25 a month for a custom domain, code editing and more credits.
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