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. The form collects claim details, debtor information, and client (creditor) information. 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.
The form also supports submitting a case for a debt owed to your own company. In that scenario, you enter your own company name in the client field. There is no separate mode for this - the process is the same regardless of whether the client is external or your own organization.
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: You cannot submit a case in a jurisdiction you already cover as a collection partner, because the case would be routed back to you.
SDCA required: You must have signed the Standard Debt Collection Agreement (SDCA) before the submission form becomes accessible.
Shadow clients
When you submit a case, the platform creates a shadow client record for the creditor. A shadow client is a client record with no user account or login. It exists so the case can be linked to a creditor without requiring that creditor to register on the platform.
The case creation form collects only two fields for the client:
Company name
Country
No contact details, registration number, or address are stored on the shadow client. As the managing partner, you are the point of contact for the creditor throughout the case.
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 separates cases based on your role:
Cases Received - cases where you are the collection partner performing the recovery.
Cases Submitted - cases you submitted as a managing partner and forwarded to another collection partner.
The Cases Submitted view shows which collection partner is working on each case. It also includes an Add button for submitting new cases for your clients.
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 or Leads), request closure once it is Active, Paused, or Needs Additional Details (the collection partner then confirms), or close it directly in the remaining closeable states.
Communicate with the collection partner in the built-in case chat, including attaching documents in the message box. Your messages appear with the role "ManagedByPartner" and create a task for the collection partner so your questions are tracked and answered.
Edit the debtor's details while the case is still being verified, before the collection partner validates it.
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.
Uploading documents - there is no separate upload screen for managing partners; attach files to a message in the case chat instead.
Assigning a bank account - the task appears, but it routes to a Contact Support option rather than an in-app form.
Signing contracts - there is no signing page for managing partners; contract signing is handled via the collection partner.
Requesting legal action - the legal foundation view is read-only. 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.
For more on how chat and notifications work, see how to communicate with clients in Debitura.
What to expect
The typical flow after submitting a case as a managing partner:
You submit the case with claim, debtor, and client details.
The platform creates a shadow client record and assigns a collection partner.
The assigned collection partner sees the case under Cases Received and begins recovery.
You monitor progress under Cases Submitted, communicate with the collection partner in the case chat (attaching documents where needed), edit the debtor's details while the case is still being verified, and can drive a lifecycle action such as pulling the case back or requesting closure when needed.