Process
How a commercial claim moves through the platform
Every stage is confirmed manually by a named user and recorded with a timestamp and note. Nothing advances automatically.
Phase 1
Intake and assessment
We open the file, check for conflicts, review your documents and assess the claim before it is accepted.
- 01Claim received
- 02Conflict check
- 03Documentation review
- 04Claim assessment
Phase 2
Engagement and referral
Terms are agreed in writing. Where legal steps are needed, the claim is referred to a partner advocate who issues any demand.
- 05Client engagement
- 06Referral to advocate
- 07Demand issued (by advocate)
Phase 3
Recovery
Debtor responses, negotiation and any payment arrangement are tracked. Escalation to litigation happens only on your instruction.
- 08Debtor response
- 09Negotiation
- 10Payment arrangement
- 11Monitoring
- 12Escalation review
- 13Litigation (by advocate)
Phase 4
Settlement and remittance
Recoveries are verified, recorded as client funds and remitted to you with a statement before the file is closed.
- 14Recovery
- 15Client remittance
- 16Closure
Our role
What we do
We receive and assess commercial claims, manage documentation, maintain the case record and the money ledger, and report to the creditor. Claims can be reopened where new information arises, with a recorded reason.
Legal steps
What partner advocates do
Demand letters and any communication concerning court, arbitration, insolvency or legal proceedings are issued or approved by the assigned advocate only. Litigation stages are updated by that advocate in the platform.
Ready to submit?
A submitted claim is never activated automatically. It is reviewed and accepted by our team first.