Client operations software
Help every client move forward.
Designed for debt management and housing counseling organizations, with configurable workflows, a protected client portal, communications, payments, and reporting.
IntakeCapture the client context
Bring household details, budgets, and creditors into the client record.
WorkflowGive the next step an owner
Connect assigned tasks, due dates, and outcomes to the client being served.
DocumentsKeep the paperwork together
Prepare documents and connect supported signatures to the client journey.
CommunicationsKeep conversations in context
Connect supported calls, messages, and portal activity when configured, subject to consent and contact preferences.
PaymentsTrack the financial activity
Coordinate client payments, creditor disbursements, returns, and reconciliation.
ReportingSee what needs attention
Use the connected activity to review workloads, exceptions, and outcomes.
Optional AI supportHuman review
- IntakeUse Smart Documents and Smart Notes to support intake, with staff review.
- WorkflowTask creation or completion can trigger configured AI analysis.
- CommunicationsUse Call Assist, transcribe eligible calls, and prepare draft notes.
- ReportingHelp prepare report queries for staff to validate.
- PaymentsReview retention analysis and suggestions before deciding next steps.
- DocumentsAssist with drafting documents for staff to review.
Illustrative connections. Capabilities depend on your configuration.
One operational system
From first contact to lasting outcomes.
Replace disconnected tools and handoffs with a shared record, a clear workflow, and the context each team needs to act.
Workflow & accountability
Orchestrate scheduled and triggered tasks with due dates, assignment strategies, child tasks, outcomes, documents, and rules for next steps.
One connected client record
Keep household details, budgets, creditors, tasks, notes, documents, payments, and activity together.
Protected client engagement
Give clients protected online access to enrollment steps, signatures, paperwork, statements, secure messages, preferences, and account details. Configure access around the journey your organization provides.
Integrated communications
When configured, connect PBX, SMS, eFax, email, and portal activity while honoring supported category preferences, email DNC, SMS consent, and contact suppressions.
Payments & disbursements
Coordinate payment operations, creditor disbursements, returns, reconciliations, and files ready for the processor.
Reporting that fits the operation
Use dashboards and filterable reports to answer what is waiting, where demand is changing, how work is distributed, and which outcomes need attention.
Solutions designed for your work
A starting point that fits the work you do.
Start with the operating model you need, then configure the details around your team.
Debt programs & client operations
Client Management Application
Coordinate the client journey from one connected record.
Convert leads to clients with connected workflows and a protected client portal. Coordinate client payments, creditor disbursements, RPPS files and returns, balances, exceptions, and reconciliation in the same operating context as the client record, tasks, documents, and communications.
- Lead routing and campaign tracking
- Core DMP operations and debt settlement workflows
- Client portal, signatures, and messages
- Configurable reports and exports
Sessions, outcomes & reporting
Housing Management Application
Make counseling activity easier to manage and report.
Designed for housing counseling on the CMA foundation, with HUD ARMv6 9902 validation and electronic submission for configured agencies. Bring counseling sessions, outcomes, funding sources, documents, training, and next steps together.
- Individual and group session tracking
- MISMO HCDS v1.1 implementation tools for import/export with phased field coverage and gap reporting
- HUD 9902 validation and submission workflow
- Reporting by agency, counselor, and funding source
- Client documents and tasks for next steps
Practical AI in CMA
Use AI to support calls, documents, and reporting.
Connect eligible information with configurable tools that help staff draft, review, and continue the work inside CMA.
Explore AI workflowsTurn calls into next steps
Transcribe eligible recordings and create structured Smart Notes through configurable rules.
Draft smarter documents
Use live template data to assist with personalized passages, letters, and operational documents.
Build reporting faster
Assist administrators with report queries, template logic, and forms, then validate before use.
Ready to integrate
Connect the services your operation depends on.
Available integrations span messaging, telephony, credit data, payments, reporting, address validation, and industry workflows. Availability varies by configuration and provider account.
Talk through your systems- HUD ARM
- NFCC Locator
- Mastercard RPPS
- Twilio
- Asterisk / FreePBX
- Equifax
- TransUnion
- Spinwheel
- Google Workspace Gmail
- eFax
- USPS
- OpenAI
Security in the workflow
Protect access and keep daily work moving.
Security controls are woven into how staff authenticate, see data, reveal sensitive fields, and make changes. They are part of the workflow from the start.
Flexible access controls
Permissions for groups and users can be scoped to the people, agencies, companies, and workflows that need them.
Modern authentication
Support configurable MFA options, including passkeys and authenticator apps, for staff and client access.
Safeguards for sensitive data
Mask designated fields, require the right permission to reveal them, and log access to protected information.
Operational audit trails
Maintain histories for core record changes, sessions, deletions, and access to sensitive data.
Hosting, audit, and security details for your deployment are available during procurement.
Our product principle
Software should fit the way your team serves clients. It should never force your team into someone else’s process.
A different kind of partnership
Configuration, migration, and support from people who know the product.
Flexible ways to get started
Choose the path that fits your organization.
Start with published pricing where it applies, or request a proposal or ownership plan shaped around your organization’s size, structure, and goals. Customer service plans are delivered as a full service hosted solution.
Debt management hosting that fits your organization.
Debt Management hosting starts at $5,000 per month, with final pricing based on your organization’s size and needs.
- Hosting, maintenance, and support included
- Built on our proven technology stack
- Starting price of $5,000 per month
- Final pricing tailored to organization size
Housing counseling software designed for the work.
A straightforward option priced per user for organizations ready to modernize their housing counseling workflow.
- Built for housing counseling organizations
- Subscription priced per user and billed annually
- A single onboarding fee applies
HMA Standalone for your organization.
Built for individual organizations and intermediaries that manage multiple agencies. Tell us about your structure and requirements, and we’ll prepare a proposal for the HMA Standalone solution.
- HMA Standalone solution
- Support for intermediaries managing multiple agencies
- Pricing provided by proposal
- Contact our team to begin
Choose an ownership path when lasting control matters.
For organizations ready to operate, adapt, and extend the platform, source code that is ready for AI is available through a tailored ownership agreement.
Shape the transition around your technical readiness, operating model, and lasting goals.
- Source code ready for AI is available to purchase
- Greater ownership and architectural control
- Transition planning aligned with technical readiness
- Optional continued improvements and hosting
Pricing is presented in U.S. dollars. Community Edition is billed annually and requires an onboarding fee. Debt Management hosting starts at $5,000 per month, with final pricing based on organization size and needs. HMA Standalone pricing is provided by proposal. Source code ownership, continued improvements, and optional hosting are shaped around the organization’s transition and operating plan.
See it with your workflow
Bring us the process that is hardest to manage.
Tell us about your organization and goals. We’ll recommend a practical approach and show how Client Support Software can connect the people, steps, and information behind it.