Debtor administration
Review accounts requiring attention.
Give follow-up a clear home.
Manage collection records for debtors associated with instructing clients, separately from the firm’s own fee invoices.
Follow-up focus
Assign follow-up responsibilities.
Finance oversight
Record agreed next actions using the firm’s process.
What you can try
- Review debtors associated with a client.
- Search the collection register and filter status.
- Switch between table and card views.
- Open a debtor and record a fictional follow-up note.
How the information fits together
Information used
Debtor name, instructing client, contact details, status and collection notes.
Result
Collection work organised around the client on whose behalf it is performed.
This register is separate from the firm's own outstanding fee invoices, which appear in Billing. No collection messages are sent.
Suggested practice workflow
Put debtors into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Review accounts requiring attention.
- 2
Assign follow-up responsibilities.
- 3
Record agreed next actions using the firm’s process.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
Which collection and payment-plan tools are available?
How are debtor records linked to the instructing client?
Related modules
Billing
Access billing within the practice platform instead of treating it as a disconnected administrative task.
Explore moduleAccounting
An accounting workspace sits alongside the operational modules, giving finance teams a clear entry point for their work.
Explore moduleBanking
Access the platform’s banking area alongside billing, accounting and debtor management.
Explore module