For Recovery Companies

The Only Platform Built for
Recovery at Scale

Pre-verified leads. AI qualification scores. Attorney auto-routing. Disbursement tracking. SurplusAI is the operating system for surplus recovery companies — across all 10 verticals, all 50 states.

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Growth plan: 200+ leads/month · All 10 verticals · CORTEX AI scoring · $999/month

200+

Verified leads/month on Growth

$40K

Avg monthly recovery per firm

Verticals covered by one platform

AI engines working for you

Platform Features

Everything a recovery firm needs

🎯

Pre-Verified Leads

Every lead is sourced from court filings, county records, and official databases — not scraped lists. Surplus amounts are confirmed before you see the lead.

🤖

CORTEX AI Scoring

Our 22-engine AI scores every lead on claimant traceability, deadline risk, lien priority, and estimated recovery value. Work the best leads first.

⚖️

Attorney Auto-Routing

Cases are automatically matched to licensed attorneys in the right state and vertical. No more manually finding counsel for every case.

📋

Case Management

Full case pipeline from lead to disbursement. Document management, timeline tracking, status updates, and client portal access — all in one place.

💰

Disbursement Tracking

Automated fund splits between your firm, the attorney, and the claimant. Stripe integration for wire/ACH, with full ledger and audit trail.

📊

Analytics & Forecasting

Pipeline velocity, bottleneck detection, revenue forecasting, and attorney performance metrics — so you can scale what works.

🌍

10 Verticals

Real estate, probate, insurance, bankruptcy, government, unclaimed property, tax lien, mortgage, business dissolution, and international — one platform covers all.

🔊

Voice Outreach

Automated AI voice outreach to claimants. Scripts, queues, SMS follow-up, and call tracking built in — powered by Twilio.

🔗

API & Webhooks

Full REST API and webhook system for integrating SurplusAI into your existing CRM, billing, or reporting stack.

Workflow

From lead to collection — fully automated

Leads Delivered

New pre-verified leads appear in your dashboard daily. CORTEX scores each one and flags urgent deadlines.

Claimant Contacted

Automated voice/SMS outreach to claimants. Magic link gives them a secure client portal instantly.

Case Filed

Attorney receives auto-routed assignment with full filing packet. Court petition filed within days.

Funds Collected

Court approves. SurplusAI splits funds automatically — claimant, attorney, your firm. Ledger updated in real time.

Simple, transparent pricing

Start with 3 verticals. Scale to all 10. No contracts.

Starter

$499/month

3 verticals
50 leads/month
5 active cases
Basic reporting
Email support

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Growth

$999/month

All 10 verticals
200 leads/month
25 active cases
AI Copilot + CORTEX
Priority support