Cases
Collection case management and payment agreements
Bring the parties, the financial summary, the obligations, the agreements, and every interaction with the debtor together in a single case.
Companies that trust Recu
Cases
Everything you need to know about a debtor, in one place
Case information
Parties, financial summary, obligations, and agreements.
Debt and payments
Creditor, initial and current debt amount, and the recorded payments.
Payment agreements
Check each payment agreement, its status, and the last interaction with the debtor.
And also
Built for your team's day-to-day work
Payment agreements, precautionary measures, and other lawsuits
In the pre-legal stage, where a payment agreement is sought, you see the status of each agreement. The precautionary measures and the other lawsuits against the same debtor also appear.
The same sections in every case
Every case is organized the same way: case information, interactions, WhatsApp history, emails, signed documents, and case notes.
Collection stages
Every case moves through three stages
Early stage
First approach with debtors whose obligation is not yet overdue or who have no legal action against them, with no formal payment agreement.
Pre-legal stage
Obligations that are already overdue, where a payment agreement is sought.
Legal stage
Lawsuit creation and monitoring of court cases.
How it works
From open case to agreement, in four steps
01
Open the case
Check the parties, financial summary, and obligations.
02
Review the debt
See the initial and current amount, and the payments.
03
Check the agreements
Review each payment agreement and its status.
04
Follow the last interaction
Go into the interactions, WhatsApp, emails, and notes.
Frequently asked questions
What people usually ask us about case management
The case information (parties, financial summary, obligations, and agreements), the interactions, WhatsApp history, emails, signed documents, and case notes.
Yes. In the pre-legal stage the case shows the initial and current debt amount, the payments, the payment agreements and their status, and the last interaction.
In the pre-legal stage of the case, together with the other lawsuits against the same debtor.
Yes. They all have the same sections, regardless of the stage they are in.
The early, pre-legal, and legal stages.
More of the platform
Case management is one part of Recu
Multichannel collection
WhatsApp, phone, email, and SMS from one place.
Documents and e-signature
Generate documents from templates and sign them.
Court case monitoring
Receive updates from the judicial branch without searching for them.
See how Recu organizes every case in your portfolio
Tell us the size of your portfolio and we analyze it at no cost. Afterwards you can schedule a demo with our team.
We analyze your portfolio at no cost
Fill out this form and our team will contact you. Your data will be used exclusively to analyze your case.
