Keep Customers and Work Introducers Updated, 24/7, with Rubix Online
In today’s fast-paced world, customers and work introducers expect real-time updates and secure communication about their cases—available 24 hours a day. However, building a custom web portal that integrates with your Visualfiles system is a complex task. It involves developing a secure platform from scratch, ensuring seamless communication with Visualfiles, and constantly adapting to changing business needs.
We took on the challenge of creating a complete portal solution that could be installed, configured, and tailored to your exact requirements within just a few days.
We succeeded.
Rubix Online is a fully dynamic web portal that you control effortlessly—no web development skills required. You can customize any aspect of the portal instantly, and it adapts to various case types without needing to alter the portal structure.
Out-of-the-box features include:
- Two-Factor Authentication: Secure login via SMS or email, which you can enable or disable as needed.
- Fully Configurable Sections: You can rename, hide, or modify any section of the portal to suit your business, including:
- Case Search
- Case Details
- Schedule
- History
- Ledger
- Messaging Case Handlers
- Document Upload
- Debt Payments
- Debt Invoices
- Recoverable Costs
Always Evolving, Always Upgrading
Rubix Online is designed to evolve alongside your business. We offer optional advanced features, including:
- Payment Gateways: Seamlessly process payments through Barclays, NatWest, WorldPay, or PayPal. All payments are securely processed, and your Visualfiles and accounting systems are automatically updated.
- Forms Creator: Easily create online forms within Visualfiles using our intuitive wizard—no technical expertise required. Publish forms to the portal for customers to complete, and they can save partially completed forms. Once submitted, the data is automatically imported into Visualfiles.
With Rubix Online, you get a secure, customizable, and ever-evolving platform that keeps your customers informed and your business running smoothly.
Contact us for a demonstration and see how Rubix Online can transform your case management.
