STAGE 01Review the file
We check the parties, invoice dates, outstanding principal, credits and correspondence. Missing records or disputed items are identified before the contact plan is agreed.
Client information
Our recovery process
From the initial ledger review to the final account record, each stage has a defined purpose and a decision point.
Case management
From instruction to closure
STAGE 02Confirm the mandate
We set out the proposed work, fees, contact approach and reporting arrangements. The client provides written instructions before external contact begins.
STAGE 03Contact and assess
Correspondence identifies the creditor and balance under review. Responses are assessed and recorded, including requests for documents, disputes and payment proposals.
STAGE 04Report and resolve
The client receives the status of the matter and any decision required. Payment, settlement, return of the account or referral for independent legal advice each requires a record of the outcome.
Prepare a referral
Have the balance, due date and latest customer response available.