Workflow: Leads and Quotes
The lead and quote system allows Legal Network partners to bid on available collection cases. This competitive process helps Debitura match cases with the most suitable partners.
Who can bid on leads?
Legal Network Partners - Collection agencies and law firms in Debitura's network who:
- Have an active partnership agreement
- Meet quality and compliance standards
- Operate in relevant geographic regions
- Have capacity for new case assignments
Exclusive Partners - Generally receive direct assignments without bidding, but may access leads for:
- Cases outside their normal coverage area
- Specialized case types
- Additional capacity opportunities
How the lead system works
Lead generation
Cases become leads when:
- Client requests competitive bidding - Wants to compare partner options
- No exclusive partner available - No suitable partner in that region/specialty
- Exclusive partner declines - Assigned partner cannot accept case
- Lead-only clients - Clients who always use the bidding process
Lead information
Each lead shows:
- Case summary - Claim amount, debtor location, case type
- Client requirements - Specific instructions or preferences
- Geographic location - Where debtor is located
- Case complexity - Simple, standard, or complex
- Special considerations - Language needs, industry expertise, etc.
- Submission deadline - When quotes are due
- Expected assignment date - When winning partner will be notified
Bidding window
Typical timeline:
- Leads posted for 24-72 hours
- Partners submit quotes during window
- Client reviews quotes after deadline
- Winning partner notified within 24 hours of close
- Case assigned to winner immediately
Viewing available leads
Accessing leads
Portal → Leads & Quotes → Browse Leads
Lead filtering
Filter leads by:
- Location - Cases in your service area
- Case type - Debt collection, legal action, enforcement
- Value range - Minimum and maximum claim amounts
- Deadline - When quotes are due
- Complexity - Match to your expertise
Lead alerts
Set up notifications for:
- New leads in your regions
- Specific case types or values
- Urgent/high-priority leads
- Leads matching your saved criteria
Submitting a quote
Quote requirements
Your quote must include:
- Commission rate - Your percentage or fee
- Timeline estimate - Expected resolution timeframe
- Approach summary - Brief collection strategy
- Special capabilities - Relevant expertise or resources
Step-by-step: Submitting a quote
- Click "Submit Quote" on the lead details page
- Enter your commission rate (percentage or fixed fee)
- Provide collection timeline estimate (e.g., "60-90 days")
- Describe your approach (200-500 words):
- Initial collection strategy
- Escalation approach if needed
- Relevant experience with similar cases
- Highlight special qualifications (optional):
- Industry expertise
- Language capabilities
- Geographic presence
- Legal resources
- Review and submit before deadline
Quote best practices
Be competitive but realistic:
- Don't underbid below your sustainable rate
- Consider case complexity in pricing
- Account for actual costs and effort
Demonstrate expertise:
- Reference similar successful cases
- Highlight relevant qualifications
- Show understanding of case specifics
Clear timeline:
- Provide realistic estimates
- Explain factors affecting timeline
- Show you understand case urgency
Professional presentation:
- Use clear, professional language
- Proofread for errors
- Include all required information
How quotes are evaluated
Clients consider multiple factors:
Pricing (40-50% weight)
- Commission rate competitiveness
- Overall cost to client
- Value for money
Timeline (20-30% weight)
- Speed of expected resolution
- Realistic vs. overly optimistic
- Track record of meeting estimates
Qualifications (20-30% weight)
- Relevant experience
- Success rate with similar cases
- Geographic presence
- Specialized expertise
Partner rating (10-20% weight)
- Historical performance with Debitura
- SLA compliance record
- Client satisfaction scores
- Collection success rate
After submitting a quote
Quote status tracking
Monitor your quotes in the portal:
- Pending review - Waiting for client decision
- Under consideration - Client reviewing your quote
- Awarded - You won the case
- Not selected - Case assigned to another partner
- Lead cancelled - Client withdrew the lead
Notifications
You'll receive alerts when:
- Quote successfully submitted
- Quote status changes
- You win the case
- Lead is cancelled
If you win
When awarded a case:
- Case appears in your inbox within 1 hour
- You have 24 hours to accept assignment
- Normal SLA begins upon acceptance
- Commission rate locked in per your quote
If you don't win
You can:
- Review winning quote criteria (aggregate, not competitor details)
- Request feedback from your account manager
- Improve future quotes based on insights
- Continue bidding on other leads
Quote management strategies
Selective bidding
Focus on:
- Leads in your core geographic area
- Case types matching your expertise
- Values within your capacity
- Timing that fits your workload
Portfolio approach
Balance your quote strategy:
- Mix of high-value and volume cases
- Variety of case types
- Different expected timelines
- Risk diversification
Competitive positioning
Low-price strategy:
- Competitive on commission rate
- Higher volume, lower margin
- Efficient operations required
Premium strategy:
- Higher commission but superior service
- Specialized expertise
- Complex or high-value cases
Balanced strategy:
- Moderate pricing
- Strong qualifications
- Consistent performance
Lead types and categories
Standard collection leads
- Straightforward debt collection
- Debtor in your jurisdiction
- No legal action yet
- Clear claim documentation
Legal collection leads
- Legal action likely needed
- Court experience required
- May require attorney involvement
- Higher complexity and value
Enforcement leads
- Judgment already obtained
- Asset recovery needed
- Bailiff or enforcement officer required
- Specialized skills needed
High-value leads
- Claims over threshold (e.g., €50,000)
- Enhanced due diligence
- Senior partner oversight
- Detailed reporting required
Specialized leads
- Industry-specific knowledge needed
- Language requirements
- Cross-border aspects
- Technical complexity
Building your lead success rate
Track your metrics
- Quote submission rate (leads viewed vs. quotes submitted)
- Win rate (quotes submitted vs. cases won)
- Average quote commission vs. competitors
- Success rate on won cases
Improve over time
- Analyze winning vs. losing quotes
- Request feedback from account manager
- Adjust pricing strategy based on results
- Enhance qualification narrative
Reputation matters
- Successful case outcomes improve future win rate
- High performance may lead to exclusive assignments
- SLA compliance affects your competitiveness
- Client satisfaction scores visible to reviewers
Quote policies and guidelines
Fair bidding practices
- Submit honest, realistic quotes
- Don't collude with other partners on pricing
- Represent your capabilities accurately
- Honor your quoted terms if awarded
Quote modifications
- Cannot change quote after submission
- Can withdraw before deadline if needed
- Cannot resubmit after withdrawal
- Locked in upon case award
Assignment acceptance
- Must accept awarded case within 24 hours
- Cannot renegotiate commission after award
- Can decline (with penalty to reputation)
- Case reassigned if you decline
Performance requirements
- Meet SLA obligations on all won cases
- Deliver on quoted timeline estimates
- Maintain quality standards
- Report honestly on case progress
Future enhancements
Coming soon to the lead system:
- API access - Submit quotes programmatically
- Auto-bidding - Set rules for automatic quote submission
- Advanced analytics - Deeper insights on win rates and performance
- Instant awards - Some leads awarded immediately to best quote
- Lead preferences - Customize notification and filtering
Next steps
Related workflows:
- Case Management - Managing awarded cases
- Client Relationships - Working with clients
- Status Updates and SLA - Meeting requirements