The front office for surplus recovery
Everything inbound. One desk.
Tasks, meetings, website forms, and a shared team board behind one tab strip. When someone books a call or submits your form, it lands here in real time.
Desk: Tasks, Meetings, Forms, and Board behind one strip. Switch a tab to watch each surface work; bookings and submissions land live with unseen counts.
Tasks
Drag it to done.
Four columns that map to your day. Tasks link to cases, carry priorities and assignees, and roll into Overdue on their own.
The task board: Overdue, Today, Upcoming, Completed. Drag a card into Completed to mark it done.
Meetings
They pick a time. It lands on your Desk.
Booking links like Calendly, minus the subscription. Availability, buffers, Google Meet or phone, and SMS reminders that cut no-shows.
The public booking page your link opens. They pick a day and a time, choose video or phone, and the meeting is confirmed with calendar invites.
Website forms
Design it once. Paste it anywhere.
A claimant-ready contact form with consent capture built in. Submissions arrive on the Desk in real time and become leads.
The form builder: toggle fields with a live preview, then copy the embed HTML onto any website.
Team board
Sticky notes the whole team sees.
A realtime canvas for everything that is not a task yet. Post it, move it, erase it. Everyone sees the same board.
The team board: notes from teammates appear live, with author avatars on every note.
One surface
The front office, covered.
Four inbound surfaces share one screen, one search, and one set of unseen counts. Nothing waits in a tool you forgot.
Booking links
Scheduling links with your availability, buffers, and Google Meet or phone. Share the link anywhere; bookings land on the Desk and your calendar.
SMS meeting reminders
Up to three text reminders per meeting at times you pick, from 24 hours to 30 minutes before. Fewer no-shows without lifting a finger.
Website contact forms
Five designed templates, consent checkboxes for TCPA, and a copy-paste embed that works on any website builder. No code.
A task board for the day
Overdue, Today, Upcoming, Completed. Assign teammates, link cases, set priorities. Drag a card to Completed and it is done.
A shared team board
Sticky notes on a realtime canvas. Anyone can post, move, or erase. The scratchpad your whole team actually sees.
Realtime arrivals
New bookings and form submissions appear the moment they happen, with unseen dots and per-tab counts. Mark all read when you are caught up.
Why built in
Replace the front-office stack.
Scheduling, forms, and task tools each want a subscription. Desk covers all three inside the CRM your cases already live in.
Calendly
- Another subscription for scheduling
- Bookings live outside your CRM
- No lead or case created from a booking
Typeform / Jotform
- Per-response pricing climbs fast
- Submissions land in email or Zapier
- No TCPA consent workflow for outreach
Trello / to-do apps
- Cards have no case or claimant context
- Another tab your team forgets to check
- No tie to your pipeline or dialer
Surplus Funds List includes all of this:
Desk, answered.
Desk is the front-office screen inside Surplus Funds List. One tab strip holds your tasks, booked meetings, website form submissions, and a shared sticky-note board. It is where inbound work lands and where your day starts. Team Chat sits one tab over in the same screen and has its own feature page.
Create a link with your availability, duration, and meeting type, then share it anywhere: email signatures, texts, your website. When someone books, the meeting lands in Desk and on your connected calendar, and video meetings get a Google Meet link automatically. Booking pages can also send SMS reminders to the guest.
Yes. Pick one of five templates, adjust fields and colors with a live preview, and copy the embed HTML onto any site: WordPress, Webflow, Squarespace, or a custom build. Submissions appear in Desk the moment they are sent and become leads automatically.
Yes. Each booking link can send up to three text reminders before the meeting, at 24 hours, 12 hours, 1 hour, or 30 minutes out, with message templates you control.
A shared canvas of sticky notes for things that do not fit in a list: reminders, findings, county quirks. Everyone on your team sees the same board live. Anyone can post, move, or erase a note, and every note carries its author.
Yes. Desk is part of every paid Surplus Funds List plan starting at $99/mo. Tasks, meetings, forms, and the board are all included.
More built-in features
Everything works together inside one surplus funds recovery platform.
Start the day at the Desk.
Booking links, website forms, tasks, and the board are included with every paid plan. From $99/mo.