Goal
Stop accepting new cases from a specific client, suppress automated commission reminders for that client, or both. Both toggles are independent, reversible at any time, and managed from the client's detail page in your Clients list.
When to use each toggle
Toggle | What it does | Use it when |
Stop accepting new cases | Removes you from lead agent matching for new cases from this specific client, including referral partner jurisdiction pricing zone assignments. Existing cases are not affected. | The client has asked you not to collect on their behalf, you have a conflict of interest, or you cannot service this client for any other reason. |
Suppress commission reminders | Suppresses automated commission reminder tasks for this client's unpaid commission invoices. Payouts and revenue items still appear in your Partner Balance table. It also keeps new payments from this client out of the Debitura client-invoice flow, so Debitura does not email the client an invoice or reminders for them. | This client pays your fees to you directly, outside the standard commission flow, so automated commission reminders (yours and Debitura's reminders to the client) would be unnecessary or confusing. |
Pause case routing for a client
Open your Clients list and click into the client's detail page.
Open the Actions menu and select Stop accepting new cases.
Enter a reason in the text field that appears (for example, "Client has instructed us not to collect"). A reason is required.
Confirm. The client now displays a Routing paused badge in your Clients list while the toggle is on.
While the toggle is on, the platform skips you when matching new cases from this client through lead agent matching. Existing cases stay with you and continue normally.
Important caveat: the toggle also applies to referral partner jurisdiction pricing zones, so a zone cannot assign you a new case from this client while routing is paused. A client partner override is different: if Debitura has set one up that sends this client's cases to you, it still applies and you may still receive new cases through it. Contact Debitura support if you need an override changed.
đ Non-Exclusive Partners
This toggle is documented as affecting lead agent matching, which is the path most relevant to Exclusive partners. If you are a Legal Network partner and need to stop receiving case opportunities from a specific client, contact Debitura support.
Resume accepting cases
Open the same Actions menu on the client's detail page and select Resume accepting new cases. The Routing paused badge disappears and the client re-enters the matching pool for future cases.
Suppress commission reminders for a client
Open your Clients list and click into the client's detail page.
Open the Actions menu and select Suppress commission reminders.
Confirm.
When the toggle is on:
Automated commission reminder tasks for that client's unpaid commission invoices are suppressed. Payouts and revenue items remain visible in your Partner Balance.
New payments from this client are kept out of the Debitura client-invoice flow ("Let Debitura send it"), so Debitura does not email the client an invoice or reminders for them.
Any client invoice that Debitura is already reminding this client about stops being chased.
See Partner Balance: fields, calculations, and common questions for the full ledger reference.
Resume commission reminders
Open the same Actions menu on the client's detail page and select Resume commission reminders. The automated commission reminder tasks resume.
Where these changes are recorded
Every time you enable or disable either toggle, the change is written to the relationship's audit trail. Debitura support staff can see the current state of both flags and the history of changes when looking up a case or relationship.