How to

Step-by-step guides for operational tasks and workflows collection partners perform when handling cases in Debitura.

32 articles

Collection Partners: Pause case routing or suppress commission reminders for a clientTwo independent partner-portal toggles let you stop accepting new cases from a specific client and suppress automated commission reminders.
Collection Partners: How to convert a case to your working currencyHow to convert an incoming case to your jurisdiction currency at acceptance, or on any unconverted active case via the Actions menu. Covers the standing default, the conversion flow, and…
Collection Partners: How to close a caseThis guide walks you through closing a collection case in the Partner Portal, including how to select the correct close code and what happens after closure.
Collection Partners: How to assign and use your own case referenceYou can assign your own internal reference number to any Debitura case. This partner reference lets you map Debitura cases to your own system, find cases by your internal ID,…
Collection Partners: How to recommend or require legal action on a case you already holdHow to send a legal quote on a case you are already working: where the action lives, when it is available, Recommendation vs Required, and what happens after the client…
Collection Partners: How to provide monthly case updatesThis guide explains how to submit the monthly case update for an active case. The update keeps creditors informed about your collection progress. If your account sends us payment and…
Collection Partners: Respond to a ComplaintWhen a client files a complaint against your firm, you have 10 calendar days to review it and submit your response. This guide walks you through viewing the complaint, writing…
Collection Partners: How to submit a custom quoteWhen a case does not fit the standard pre-legal pricing, you can submit a custom quote with your own terms. This guide explains when custom quotes apply, how to submit…
Collection Partners: How to update account settingsThis guide explains how to update your firm profile, contact details, billing settings, and notification preferences in the partner portal. Your company information affects how clients see your firm and…
Collection Partners: How to submit a quote when invited to bid on a case (network leads)This guide explains how to submit a competitive quote when you receive a request for quotes through Debitura's network. This applies when a case is distributed for custom pricing rather…
Collection Partners: How to use File AI and Case AI for document analysisDebitura provides two AI assistants to help you work with case documents: File AI for analyzing a single document, and Case AI for questions that span the full case. Use…
Collection Partners: How to sign the Standard Debt Collection Agreement (SDCA)Before you can approve cases or upload your own claims to Debitura, you must sign the Standard Debt Collection Agreement (SDCA).
Collection Partners: How to log notes and call records on a caseKeep track of your collection activity by adding notes and logging phone calls directly on a case. Notes and calls appear on the case timeline and are visible to the…
Collection Partners: How to communicate with clients in DebituraDebitura has built-in chat for communicating with your clients. This guide explains the two main channels - the case chat for day-to-day collection work and the client chat for topics…
Collection Partners: How to decline a caseHow to decline a case during Pending Verification. A confirmed debtor insolvency closes the case. Other declines move it to Collecting Quotes, unless quote sharing is off or the case…
Collection Partners: How to add a backlink to your public Debitura profileThis guide shows you how to add a link from your firm's website to your public Debitura profile. Adding this backlink is required for Legal Network partners to access leads…
Collection Partners: How to request missing information from the clientThis guide shows you how to request additional documentation or information from a client before you start collection. You can use the "More Info Required" status and case chat to…
Collection Partners: How to report a recovered paymentWhen you collect money from a debtor, you need to report the payment in the Partner Portal. This guide walks you through the exact steps to record the payment, explains…
Collection Partners: How to handle direct payments to the clientThis guide explains how to register a payment when the debtor has paid your client directly instead of paying you. You will record the payment, invoice the client for your…
Collection Partners: How to review and approve a new caseWhen a client submits a case to Debitura and you are the assigned collection partner, you receive a task to review it. This guide explains how to check case data…
Collection Partners: How to use Tasks to meet your deadlinesTasks are action items that require your attention to keep cases moving forward. Completing tasks on time directly affects your Partner Score and helps maintain strong client relationships.
Collection Partners: How to upload and request documents and evidenceThis guide explains how to upload documents to cases you are working on and how to request additional information from clients when needed. Uploading relevant evidence helps build stronger cases…
Collection Partners: How to invite coworkers and manage usersThis guide explains how to add team members to your partner account, assign roles, and ensure the right people receive case notifications. You will also learn how to remove users…
Collection Partners: What to do when the bank account changes on a case
Collection Partners: How to export case documentation as a PDFDownload a single-case PDF that bundles the case summary, invoices, timeline, chat history, payment records, and attachment list.
Collection Partners: How to merge casesMerge two or more of your open cases for the same client into one surviving case. Ordinary pricing is recalculated; a special rate on the winner case is kept. The…
Collection Partners: How to correct case data and how it affects pricingHow to correct case data on a case you are collecting, which fields you can edit at each stage, and how edits re-price the success fee.
Collection Partners: How to recover an unpaid commission from your clientConvert an unpaid commission on a direct-to-client payment into a collection case against your client, directly from the payment on the case page.
Collection Partners: File a complaint about a clientFile a formal complaint about a client's conduct: wrong case data, hidden payments, unpaid amounts, debtor contact, non-cooperation, or abuse.
Collection Partners: How to change your password from your profileChange your Debitura partner password from your Profile page without the reset email. You stay signed in; your other devices are signed out.
Collection Partners: How to change your number formatChoose how amounts are punctuated in the partner portal (thousands separator and decimal mark) from your Profile page.
Collection Partners: How to upload outbound cases to Debitura's networkSubmit debt collection cases to Debitura's network for a client you represent or for a debt owed to your own company: choose whose claim it is, review the routing and…