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Clients: Monthly case updates - what to expect

Once your case is actively being worked on, you receive regular progress reports from your collection partner on most cases. This article explains how monthly updates work, what information they contain, and where to find them in your portal.

What are monthly case updates?

Monthly case updates are progress reports that your assigned collection partner submits through the Debitura platform. When a case moves to Active status, Debitura automatically requests an update from the partner each month on most cases. This ensures you stay informed about collection efforts without needing to chase the partner for information.

The partner completes a monthly case update through their portal, describing the actions they have taken and the current status of the case. Once submitted, the update appears in your case view.

Some of our collection partners are integrated with Debitura and send us case activity and payments continuously rather than on a monthly cycle. On those cases you will see updates as they happen rather than a fixed monthly report, and no predicted next-update date is shown. The level of transparency is the same, the rhythm is different.

A third situation is a pending legal quote. While a legal quote from your collection partner is waiting for your decision, the case's next-update date is replaced by a note that updates are on hold until you decide. No new automatic update request is created for that case while the quote is pending. A request that was already open before the quote was sent is not cancelled and can still be answered by your partner.

Once the quote is approved, declined, or expires, the normal rhythm resumes. A new update is requested only when the case is otherwise due, so deciding on the quote does not by itself trigger an immediate update. This is temporary and applies to that one case only, and it does not pause the case. See Clients: Your collection partner sent you a legal quote - what to do for what to do about the quote itself.

Monthly updates also pause while the case itself is paused. The rolling monthly request only applies to Active cases, so a case that is paused - for example because you declined a legal quote your partner marked as Required, or because your partner is waiting on information from you - does not receive new update requests until it is active again.

Why you receive them

Transparency is central to how Debitura works. While partners may update a case at any time, the monthly case update ensures you receive a regular status report on most cases for as long as the case remains active. This keeps you informed about progress and helps you understand what to expect next.

What information the partner provides

Each monthly update is a structured report. The partner answers a series of questions about the case, and their responses appear as timeline entries on your case page. A typical update includes:

  • Contact status: Whether the debtor has been contacted, has not been reached, or is not traceable.

  • Debtor response: If the debtor was contacted, how they responded - for example, acknowledging the debt, promising to pay, reaching an installment agreement, or disputing the claim.

  • Actions taken: Individual collection activities such as demand letters, phone calls, emails, SMS messages, physical visits, skip tracing, and negotiation. Each action is recorded separately with its own date and details.

  • Payments received: Any partial or full payments collected since the last update.

  • What happens next: The partner's recommended next step - whether to continue pre-legal collection, recommend legal action, or suggest additional services - along with an explanation of their reasoning.

Partners can also register new payments or close the case directly when submitting their update. If the partner pauses the case and your input is needed to unblock it, you will receive a task with a description of what is required.

Where to view updates

You can view monthly updates in two places within your portal:

Case timeline

Open your Cases list and select the relevant case. The case page shows a timeline of all activity, including partner updates, notes, and logged calls. Entries appear with timestamps so you can see when each action occurred.

Case chat

When a partner submits a monthly update, a chat message summarising the update is automatically posted to the case conversation. You can read this message alongside any other correspondence with the partner. See How to track a case (timeline, statuses, and updates) for detailed guidance on navigating the case view.

How you are notified

Debitura sends you an email when a partner writes in the case chat. To reduce inbox clutter, the platform waits ten minutes after the last message before sending the notification, allowing multiple messages to be bundled together.

You can manage which emails you receive in your notification settings. See Managing email preferences and notification settings for instructions.

What to do if updates seem missing

If you feel updates are missing or overdue, you have two options:

  1. Send a chat message: Open the case and use the chat to ask the partner directly. Every message creates a task for the partner to respond, so your question will not go unanswered. See How to contact your collection partner for guidance.

  2. Check your email preferences: Ensure you have not disabled case update notifications. Visit Managing email preferences and notification settings to review your settings.

  3. Kindly note that you should not contact Debitura for case updates, as these are provided directly from the assigned collection partner via our platform.

Partners receive automated reminders about overdue tasks, so most delays resolve themselves within a few days.

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