Financial services · Operations platform · Live since 2022
The whole business, one case at a time.
Capital Now Funding advances money to people waiting on a lawsuit settlement. Every case ties together a plaintiff, an accident, a law firm, medical providers, a contract, payments and years of follow-up. CapTrack is the system the company runs on, and we've built and run it since 2022.
- Client
- Capital Now Funding, Louisville
- Industry
- Pre-settlement funding
- Connects to
- QuickBooks Online, Twilio SMS, email, e-signature
- Status
- Live since 2022
By the numbers
- 2022: In production, running the business every day since
- 4x: Dashboards rebuilt automatically every business day
- 1: Case record tying plaintiff, law firm, providers, contract and payments together
- 15+: Years working with the same client leadership
Source: CapTrack code and client history, September 2026.
A funding business is a paperwork business.
Every advance means an application, a law firm to confirm, medical providers to track, a contract to generate and sign, money to send, and payments and fees to reconcile, sometimes years later when the case settles.
Run that on email, spreadsheets and an accounting system that doesn't know what a case is, and details slip: a missed follow-up, a payoff letter with the wrong number, a law firm nobody called back.
Everything a case needs, in one place.
- Leads to funded cases: Applications and funding requests from plaintiffs and law firms become cases, with approvals, locks and partial payments tracked.
- Law firms and providers: Every case links its law firm, attorney contacts and medical providers, with a provider portal for the outside parties.
- Contracts and e-signature: Contract PDFs generate from templates, go out for signature, and log every step on the case timeline.
- Texts and email on the case: SMS and email are sent and logged right on the case, including campaigns, so the history is never in someone's inbox.
- Accounting that matches: Payments and fees sync to QuickBooks Online, and payoff letters generate as PDFs.
- Dashboards and search: Dashboards refresh through the day, with advanced search and exports for the team.
A case from first call to payoff.
- Request comes in: An applicant or their law firm submits a funding request.
- Case is built: The plaintiff, accident, law firm and medical providers are linked into one case.
- Approve and sign: Staff approve, generate the contract, send it for e-signature and fund the case.
- Money stays in sync: Payments and fees post to QuickBooks Online automatically.
- Everything is logged: Every text, email, document and status change lands on the case timeline.
- Settle and close: When the case settles, the payoff letter generates from the numbers already in the system.
Reports that are ready before anyone asks.
Dashboards that rebuild themselves
Heavy reporting runs in the background four times a day, so the team opens a dashboard that's already current instead of waiting on a slow query.
// Scheduled Jobs
app.queues.schedule(DashboardStatsScheduledJob()).daily().at(9, 0)
app.queues.schedule(DashboardStatsScheduledJob()).daily().at(12, 0)
app.queues.schedule(DashboardStatsScheduledJob()).daily().at(15, 0)
app.queues.schedule(DashboardStatsScheduledJob()).daily().at(18, 0)
app.queues.schedule(ServiceProviderStatsScheduledJob()).daily().at(9, 30)
app.queues.schedule(ServiceProviderStatsScheduledJob()).daily().at(12, 30)
struct DashboardStatsScheduledJob: AsyncScheduledJob {
func run(context: QueueContext) async throws {
let stats = Stats(db: context.application.db, logger: context.application.logger)
try await stats.updateDashboards()
}
}
Built with: Swift on Vapor, PostgreSQL, React, AG Grid, QuickBooks Online API, Twilio SMS, AWS, Gotenberg PDFs
A small team running a complex business without dropping details.
- One system of record for every case since 2022, from application to payoff.
- Contracts, signatures, texts and emails logged on the case automatically.
- Accounting that matches operations, because payments sync to QuickBooks instead of being re-keyed.
- Dashboards that are current every time someone opens them.
Your business runs on cases, jobs or deals your software doesn't understand.
- Every record touches outside parties, documents and payments.
- Your team re-keys numbers between the ops tool and QuickBooks.
- The history of a customer lives in someone's inbox.
Book a call with Josh | See the Fix-it Sprint
Frequently asked questions
- What is CapTrack?
- The custom operations platform Capital Now Funding runs on: leads and funding requests, cases linked to law firms and medical providers, contract generation and e-signature, SMS and email logged on each case, QuickBooks Online sync, payoff letters and dashboards.
- Who built CapTrack?
- Solid Giant built it and has run it in production since 2022.
- Can you build an operations system for a regulated or paperwork-heavy business?
- Yes. The pattern is the same: model the real record your business revolves around (a case, a job, a deal), connect every outside party and document to it, and sync the money to your accounting system.
All work