What is a managing partner?
A managing partner is a collection partner who submits a case to the Debitura platform on behalf of a client but does not collect the debt directly. Instead, the platform assigns the case to a suitable collection partner based on the debtor's jurisdiction and claim details. See how case allocation works for details on how the collecting partner is selected.
In any given case, there are two partner roles:
Collection partner - the partner performing the recovery work.
Managing partner - the partner who submitted the case and oversees progress on the client's behalf.
A single partner can act as the collection partner on some cases and as the managing partner on others.
Why it matters
The managing partner role lets you serve your clients even when the debtor is in a jurisdiction you do not cover. Rather than turning the client away, you submit the case through Debitura, and the platform routes it to a partner who operates in that jurisdiction. You stay involved as the client's representative and can monitor progress without handling the collection yourself.
Submitting a case
You submit cases through the Submit Case form on the partner portal (Add case in the left menu). The form first asks whose claim it is, then collects the claim and debtor details, and shows you the routing and success fee to review before the case is created. You can also submit cases using the Collection Partner API.
Developer Docs: Developers: Want to automate this with the API? See Developer Docs: Collection Partner API.
You can also submit a case for a debt owed to your own company: at the first step, Whose claim is this?, choose My own company instead of A client I represent. Do not enter your own company as a client you represent - that creates a second, unrelated client record.
After you submit, the platform shows you a confirmation screen naming the collection partner the case was routed to.
Do not expect the collection partner to respond immediately after you submit - the case goes through Debitura's internal verification before it reaches them.
Case creation constraints
The case submission form restricts what types of cases you can submit as a managing partner:
Claim types: Only Unpaid Invoice and Loan Repayment are available. Other claim types (such as Breach of Contract or Property Damage) are not supported for partner-submitted cases because they fall outside the pre-legal service scope.
Dispute status: Only undisputed cases are accepted. If a case is disputed or the dispute status is unknown, the form blocks submission.
Jurisdiction and self-routing: Covering a jurisdiction does not by itself stop you from submitting. In the portal, a production case is blocked when the collection partner resolved for that case is your own company - you see this at the routing and pricing review before the case is created, and it applies to Exclusive and Legal Network partners alike. If another eligible collector is resolved, you can submit in a jurisdiction you cover. The Collection Partner API uses a separate creation path without that review.
SDCA required: You must have signed the Standard Debt Collection Agreement (SDCA) before the submission form becomes accessible.
Shadow clients and your Clients directory
The client on a case is recorded as a shadow client: a client record with no user account or login of its own, so a case can be linked to a creditor without that creditor registering on the platform. As the managing partner, you are the point of contact for the creditor throughout the case.
Shadow clients are reused, not created from scratch for each case:
Clients you represent are kept in your Clients directory: in Submitting mode, open Clients. You pick one when you submit a case, or create a new one. A new client needs company name, registered address, city and country; postal code, state, company registration number and VAT number are optional. The first time you set up a client, you confirm that your company has the client's authority to create and manage collection cases on its behalf. You confirm this once per client, not once per case.
Your own company is a single client record created automatically the first time you choose My own company on a case. It follows your Partner Settings, does not appear in your Clients list in Submitting mode, and every "My own company" case reuses it.
A client with no cases yet is normal - it is a relationship you have set up but not used. A client's company details are read-only after creation: you cannot yet edit or archive a client you represent. The one thing you can change is where its recovered funds are paid, on the client's Payments card.
How the case is assigned
After you submit, the platform assigns a collection partner based on the debtor's jurisdiction and claim details using the standard case allocation logic. The assigned collection partner then handles the recovery.
Where to find your cases in the partner portal
The partner portal has two work modes. Switch between them in the sidebar, or in the top bar when the sidebar is collapsed:
Collecting - Cases shows the cases where you are the collection partner performing the recovery, and Clients shows the clients who send you cases.
Tasks keeps the mode you are in. It includes the work on cases your firm manages, including client-side tasks such as answering a request for information or reviewing a quote. Open a task to complete it in its own workflow: a client-side task on a managed case cannot be reassigned, marked done or have its deadline changed from the Tasks list. Switching mode changes the menu you see, not what you are allowed to do.
In Submitting mode, the Cases list shows which collection partner is working on each case and has a Collection partner filter. It also includes an Add case button for submitting new cases for your clients.
Opening a partner under Partners, or a client under Clients, shows that relationship at a glance: Waiting on your team lists the open tasks waiting on your firm for that partner or client, and Cases counts the cases by status, where each count opens the Cases list filtered to that partner or client. The client page also holds the conversation with the collection partner and a button to submit a case for that client.
What you can do on a managed case
As a managing partner you stay involved in the case, but you do not perform the recovery work yourself - the assigned collection partner does. Your access sits between read-only and full control: you can drive a few case-level actions and communicate, while the hands-on collection actions remain with the collection partner.
What you can do
Manage the case lifecycle - one action is available depending on the case's state: pull the case back before the collection partner has accepted it (Pending Verification Internal or Pending Verification), request closure once it is Active, Paused, or Needs Additional Details (the collection partner then confirms), or, in any other open state, open an information-only Close case window. In those states you cannot close the case directly.
Communicate with the collection partner in the built-in case chat once Debitura has approved the case, including attaching documents in the message box. While the case is in Debitura's internal review, the message box and chat attachments are unavailable, even if a collection partner has already been assigned: add documents with Add New File on the case files card instead, and contact Debitura support with questions about the review. Earlier messages stay readable. Your messages appear with the role "ManagedByPartner" and create a task for the collection partner so your questions are tracked and answered. You can also reply to and mark as done the chat and "more info needed" tasks shown in the action items panel, including a "more info needed" task created while no collection partner was assigned.
Upload documents to the case - open the case from Cases in Submitting mode and use Add New File on the case files card. This is the same upload modal the collecting partner uses. You can also upload through the Collection Partner API (one document per request, up to 25 MB). Uploads are allowed at any stage of the case, including after it has been closed - the only exception is a case that has been merged into another case, where the button disappears.
Remove a document your firm uploaded - you can remove a document your own firm uploaded to a case you manage, unless Debitura has already used it as evidence when checking the case. Documents uploaded by the collection partner or by Debitura cannot be removed.
Correct the claim before the collection partner accepts the case - until the collection partner accepts the case (while it is in Debitura's check or the partner's verification), anyone on your team can correct the principal and the invoice and due dates using the pencil icons in the case details panel. Fee amounts cannot be changed here. If a correction changes the success fee, you are asked to confirm the new fee before saving.
Correct the debtor's details over the same period. The debtor type, country and jurisdiction can only be corrected before the case goes to the collection partner for verification, and you confirm any resulting change of routing or price first.
Name a responsible team member - use the pencil icon next to Responsible team member in the case details panel to record who in your firm owns the case. The Cases list in Submitting mode has a matching column and filter. It is your firm's own owner for the case: it does not change the collection partner, grants no extra access and sends no notification when set. If your firm receives quote emails for that case, they go to the responsible team member alone instead of your whole team.
Set where recovered funds are paid - in Submitting mode, open a client you represent and use its Payments card to choose where recovered funds go: one of your firm's Client funds accounts, or the client's own account. This is the destination for new cases. To set or replace the account on cases that already exist, select them in Cases in Submitting mode and choose Set bank account; this also works with a single selected case. Admins and collector-role users can do both. For a case for your own company, you choose one of your firm's Own funds accounts (or one used for both) when you create the case. A managed case can still be submitted without an account, and no account is chosen for it automatically. When eligible open cases you manage have no account, your team gets one task per client, titled Assign bank account to [number] cases. A daily check also picks up older cases. Open the task to go to Cases in Submitting mode, filtered to that client or case, select the case or cases and use Set bank account. The task is due 7 business days after it is first created; if the number of cases changes later, the title updates but the deadline stays the same. The task closes by itself once every eligible case has an account. It appears in your ordinary task summary emails and overdue reminders; there is no separate bank-account email. Your firm's admins manage the accounts themselves under Settings > Bank Accounts.
Decide quotes for the client you represent - your firm sees and decides the quotes on the cases it manages, on behalf of the client. Open the current quote request from the case, the quote task or the link in the quote email. Each time you accept or decline a quote, you first confirm that you are authorised to make that decision on behalf of the client. Quote emails go to the case's responsible team member when one is set, otherwise to your firm's team. Your own firm cannot quote on or win your client's case, and the collection partner does not get your client's decision rights just because it is collecting the case.
Find the fee requests your firm owes - when the collection partner invoices its commission on a managed case, your firm is the payer. In Submitting mode, open Payments: its Fee requests panel lists them. See Step 9 of Getting started submitting cases for your own clients.
What is handled by the collection partner or support instead
Changing the case status directly - status changes flow through the collection partner or through the closure actions above.
Removing other parties' documents - documents uploaded by the collection partner or by Debitura, and documents Debitura has used as evidence when checking the case, cannot be removed by you.
Changing the bank account from the individual case page - select the case in Cases in Submitting mode and use Set bank account instead.
Signing contracts - there is no signing page for managing partners; contract signing is handled via the collection partner.
Requesting legal action and the legal foundation - as a managing partner your legal foundation view is read-only, and your upload access covers ordinary case documents only - legal foundation documents are not part of it. To ask the collection partner to pursue legal action, send a message in the case chat.
Filing a complaint - this action is not available to managing partners from the case view.
Recording a payment - only the collection partner handling the case can add a payment. Submitting a case or representing the client does not give you that right; ask the collection partner in the case chat.
For more on how chat and notifications work, see how to communicate with clients in Debitura.
Reviewing the collection partner after a case closes
About two hours after a case you manage closes - if collection had started on it - your team gets a voluntary Review your collection partner task. Open the review from that task, in Tasks or in the case's action items panel; there is no review option in the Actions dropdown. No separate email is sent: the task is included in your daily task summary email.
Anyone on your team can submit the review. Each case can be reviewed only once.
The outcome and communication scores are shared with the collection partner, who sees your firm as the reviewer with the label Managing partner. The recommendation score and written feedback stay with Debitura, and you cannot view them again after submitting.
A submitted review cannot be edited.
Your firm is asked to review the same collection partner at most once every 90 days, across all the clients you represent.
Webhook notifications for cases you manage
If your firm uses webhooks, you can also be notified about the cases you manage. These are a separate set of eight managed_case events - not the events you receive for cases you collect. You select each event by name in your webhook subscription; an existing subscription does not receive them until you add them. The notifications carry identifiers, status and payment facts only, not chat text, debtor contact details or documents.
See Webhook events (business meaning glossary) for what each event means.
Developer Docs: Developers: for setup and exact timing of the managing-role events, see Developer Docs: Webhooks - managing-role events.
What to expect
The typical flow after submitting a case as a managing partner:
You choose whose claim it is (a client you represent or your own company), enter the claim and debtor details, review the routing and success fee, and submit.
The case is created for the client you chose and routed to the collection partner shown in your review.
Debitura verifies the case internally first. The case sits in Pending Verification Internal while our team checks it. During this time the assigned collection partner cannot see the case at all - it does not appear in their queue. You keep full visibility throughout: the case stays in your Cases list in Submitting mode, and you can still pull it back.
Once internal verification completes, the case appears in the collection partner's Cases Received queue as Pending Verification, and they accept, request more information, or decline.
You monitor progress under Cases in Submitting mode, communicate with the collection partner in the case chat once Debitura has approved the case (attaching documents where needed), correct the claim and debtor details until the collection partner accepts the case, and can drive a lifecycle action such as pulling the case back or requesting closure when needed.