Complete debt history and supporting records
Keep the debt’s history and supporting documents together in the case for legal review.
For the lawyer: the basis of debt, contact history, agreements, notices and case progress.
A lawyer can review the debt history, supporting documents, sent notices and previous actions within one case. Case stages and comments help organize the work and prepare materials and summaries for a warning or further action.
Keep the debt’s history and supporting documents together in the case for legal review.
Check sent notices and available read indicators to understand previous communication.
Record the current stage, owner and latest comment so the team shares the same context.
Prepare warning and case materials from the available history for the lawyer to review.
Download an available case summary or report for discussion and document preparation.
The lawyer can open a debt case, track its progress and keep working notes. Earlier notices and agreements provide context for the next step.
Register an authorised resident’s debt issue as a separate case to keep ongoing work together.
Update the case status and responsible work details so the team can see the next step.
Add case notes and edit or remove them where your permissions allow.
Review case totals and items needing action in the lawyer’s work centre.
Debt figures, resident contacts and community decisions are available within the lawyer’s authorised materials. Export a case summary for further professional work.
Inspect debt by period and charge entry so the financial basis of the case is clear.
Review recorded responses, agreements and broken commitments in the collection history without repeating earlier work.
Review notice history and available delivery or reading records, distinguishing them from a sending attempt.
Initiate the supported final-warning process to move the case to its next responsible stage.
Within the permitted scope, review relevant decisions, attachments and exportable voting results as supporting case material.
Download the resident’s case summary as PDF or CSV for further legal work.
Availability depends on the user’s role, enabled services and compatible equipment.