CARET Collect
Internal prototype
Access restricted to CARET team

Agentic collections command center for legal billing teams

Reduce DSO, automate safe follow-up, and route sensitive collections decisions to humans.

Internal prototype - access restricted to CARET team

Signal -> Reason -> Decide -> Act -> LearnNo real messages sent
Command Center
Intelligence Layer
Human Guidance Queue
Client Experience Simulator

Prototype Modules

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Command Center

Track AR, queue pressure, overdue risk, and agent activity in one operational view.

Intelligence Layer

Explain payment risk, dispute risk, sensitivity, and recommended next actions.

Human Guidance Queue

Route sensitive collections decisions to reviewers with clear approval context.

Client Experience Simulator

Preview email, SMS, payment CTAs, and client journey states before sending anything.

Guardrails and Escalation Builder

Control automation by source system, sensitivity, dispute status, and approval gates.

Use a builder-created multi-tenant Microsoft Entra ID app registration for this prototype. Later, migrate to company-managed single-tenant SSO or Cognito + Entra ID.