Updated October 2026, originally published Jul 14, 2025
A collections team needs to know what happened on an account, who is responsible for the next step, and how to keep its clients informed. Collections CRM tools help organize that work. InterProse ACE connects account management with document intake, workflow automation, reporting, and included Client Access, helping agencies put information to work across the collection process.
Two relationships matter here: clients are the creditors or organizations that place accounts with your agency; consumers are the individuals whose accounts your team works to resolve. Your staff need context for consumer conversations. Your clients need visibility into the accounts they place and the work your agency performs. ACE supports both through distinct workflows and access controls.
Shared Notes Keep Consumer Conversations and Client Service Connected
When account information is scattered across inboxes and individual notes, each handoff takes extra effort. Shared account notes help authorized team members review previous activity before taking the next step.
- For consumer conversations: An agent can review earlier discussions and account notes before following up, reducing the need for a consumer to repeat information already provided.
- For client service: Staff responding to a creditor’s account question can consult the account history instead of reconstructing activity through internal emails.
Keeping those two interactions clear helps staff communicate with the right audience and use the relevant account context. Internal access and client-facing visibility should be configured for each role.
Move from Task Tracking to Coordinated Workflows
Knowing that a follow-up is due is only part of the job. Teams also need clear ownership and a consistent way to move work between people. ACE’s configurable Action Paths connect workflow steps, conditions, and alerts to your agency’s processes.
Action Paths can send the same account-related alert to multiple specified users, giving the people involved in a handoff the context they need. Administrators can also create personal worklists while setting up users. Individual Action Path steps can be made inactive and reactivated while retaining their settings, making it easier to adjust a workflow. Explore the workflow enhancements.
For an agency, the practical opportunity is more consistent coordination: define who handles an account, which conditions require attention, and how the appropriate staff are notified.
Centralize Account Information—and Reduce Manual Intake
Centralized records make account information easier to find. The next efficiency gain comes from how that information enters the system. Rainmaker Intake helps agencies extract assignment information from client documents and create accounts in ACE after review.
Reusable profiles define extraction instructions and field mappings for recurring client document formats. Staff upload documents, review the extracted information, make corrections, and approve records for account creation. Intake supports PDF, TIFF, Word, Excel, and mixed ZIP files, with background processing that lets staff continue working while uploads run. Validation can identify missing information and potential duplicate accounts before approval. Learn how Rainmaker Intake works.
This gives your team a defined intake and review process, with people checking the information before it becomes an account.
Give Clients Greater Visibility with Included Client Access
Client visibility shouldn’t require another software purchase. Client Access is included with InterProse ACE, giving your agency a way to keep clients informed without purchasing a separate third-party client portal. Giving them access to relevant information helps your team spend less time answering routine questions and more time managing accounts.
With Client Access, you configure what your clients view. When enabled, clients can also upload and download documents within their permitted folders. Administrators control which fields are visible, hidden, or required, tailoring the experience to each client’s needs. Learn about Client Access.
For your team, that can mean fewer routine information requests and less back-and-forth over documents. For clients, it means more direct access to the information they need. Because Client Access is part of ACE, these capabilities work within the platform your agency already uses to manage collections.
See how ACE’s included Client Access can work for your agency.
Turn Account Data into Useful Reporting with Rainmaker Insights
Client visibility also depends on how easily your team can answer performance questions. Rainmaker Insights brings AI-assisted report creation and dashboards into ACE. Users can describe the information they need in everyday language, refine the resulting report, or work directly with SQL.
For example, a manager could request a report of payments collected by client over the last 30 days, then refine its filters and presentation. Saved reports, called RI Visuals, can be organized into RI Boards alongside other visuals to build an operational dashboard or prepare client-facing reporting.
The benefit is a more accessible path from a question to a reusable report. Staff should validate filters, calculations, and totals before sharing results with clients or using them for decisions. Explore Rainmaker Insights.
Built-In Collections Capabilities with Integrations Where You Need Them
ACE brings account and client management, placement management, workflow automation, reporting, and consumer and client self-service applications into one collections platform. Rainmaker Intake and Rainmaker Insights support work inside ACE, while Client Access gives agency clients a separate, configurable experience.
Integrations extend those capabilities where your operation needs specialist services. ACE supports open APIs and connections with providers such as payment processors, dialers, data enrichment services, and communication vendors. This lets your agency connect the services it uses while keeping ACE at the center of account management. Explore ACE’s platform capabilities and integration partners.
What a Connected Workflow Can Look Like
The following is an illustrative agency workflow, not a customer case study.
- Receive a client placement. Staff process assignment documents using a configured Rainmaker Intake profile, review the extracted information, and approve account creation.
- Coordinate the work. The agency’s configured worklists and Action Paths support assignment, follow-up, and alerts to the staff who need to act.
- Support consumer conversations. Agents consult shared account notes before contacting a consumer or responding to a question about the account.
- Keep the client informed. The creditor uses included Client Access to view the information your agency permits and exchange documents when enabled.
- Review results. A manager uses Rainmaker Insights to prepare and validate a report of collection activity or payments by client.
Each stage has a clear purpose: bring information in, coordinate action, support informed conversations, and make results easier to explain.
Customer Example: Less Time Spent on Client Reporting
PayCourt/CCP provides a concrete example of the impact of connected workflows. According to InterProse’s published case study, a client relations manager went from spending about 80% of the day on client reporting to about 20% within 30 days after the agency automated reporting in ACE.
The agency used scheduled jobs and reports, Action Paths, and SFTP file sharing to handle work previously performed manually. Its clients could also use Client Access to view their accounts and reports. These are PayCourt/CCP’s reported results; outcomes depend on an agency’s processes and configuration. Read the PayCourt/CCP case study.
See How ACE Supports Your Team and Your Clients
More organized information is a starting point. ACE connects that information to document intake, team workflows, AI-assisted reporting, and included Client Access, helping agencies coordinate daily work and give clients greater visibility.
Give Your Team More Time.
Give Your Clients More Visibility.
See how ACE connects AI-assisted intake, team workflows, reporting, and included Client Access in one collections platform.
