Client Dashboard

ABOUT OUR DASHBOARD

Hiday and Ricke is always looking for new ways to streamline and improve processes, leverage technology to maintain top-level security, and provide transparency to our clients in innovative and efficient ways. Our proprietary client dashboard does just that, and more.

Retrieve, print and email all notes, reports and documents related to your accounts in a secure environment, 24/7 – at no additional cost. Your accounts, in one place, managed globally. It will be far easier to track, report and share progress with your team, while working in a secure environment. New file activity is notated and stored daily so that all information is up to date.

Our dashboard offers a simple and straightforward interface for file uploads and review. Our robust reports cater to your needs:

  • Free, downloadable, excel friendly.
  • Status at the granular level.
  • Placements per month.
  • Costs vs. payments per month (excellent cash flow indicator).
  • Portfolio overview.

UPLOAD DOCUMENTS

STATUS REPORTS

COSTS AND PAYMENTS

PORTFOLIO

“It’s awesome – the best system I’ve come across.”

A Loss Control Manager at a local credit union provided the following testimonial regarding the simplicity of the dashboard:

“It’s awesome – the best system I’ve come across. There’s no need to call someone for an update, and everything has a paperless option, which I love.” With the ability to read notes and view images attached to any file, our clients are able to see firsthand how we are improving their bottom line.

Customized charts allow you to see how cash flows between you and the firm. You can filter by time frames, display debtor payments vs. court costs, and drill down to the individual files with our responsive charts.

Contact us today to discuss how our streamlined, lean process can help keep your accounts in one, secure and easy-to-access place.

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