Get started with Clearline

A business owed moneyOverdue invoices on your own ledger, or interest and compensation on invoices already paid late.

An insolvency practitionerAppointed over a company and instructing the realisation of its book debts, including the statutory sums on invoices it was paid late for.

An accountant or adviserBecoming a partner: a free scan under your name for your clients, a share of everything recovered, and a view of how each introduction is going.

Your practice

Who you are and how you would like the partnership to work. There is no cost, no minimum, and nothing to install.

Find your practice

Search by name or enter your company number, so the partner agreement names the right entity. An unincorporated practice? Skip this and type the details below.

Your practice

Practice name

Company number (if incorporated)

Registered office or practice address

What kind of practice

Your name

Your role

Email

Phone (optional)

Website (optional)

Your referral link

clearline.co.uk/

Letters, numbers and hyphens. Every client who arrives through this link is credited to you, whatever they type on the form.

First, your business

We check the register so the legal entity on your paperwork is exactly right. Writing to the wrong entity is the most common reason a debt gets disputed on a technicality.

The appointment

Who you are, the company you are appointed over, and where recoveries go. We check the company on the register so every letter carries its name and status exactly as the notice has them.

Your firm

Firm

Your name

Email

Phone (optional)

IP licence number

Your role (optional)

Find your companyFind the company you are appointed over

Search by name or enter your company number. Sole trader or partnership? Skip this and fill in the details below.Search by name or enter its company number. The register gives us the exact name, number and registered office for the letters.

Your detailsThe company

Legal entity nameCompany name, as registered

Company number (if a company)

Registered office or trading address

Trading name (if different)

Sector

Your name

Your role

Email

Mobile (optional) Text me about this enquiry and my report. We will not text you about anything else, and STOP works instantly.

Type of appointment

Date of appointment

Letters carry the company's status exactly as the procedure requires. A company in an MVL is solvent and the letters never suggest otherwise; a company in a CVA continues to trade and is not warned off its own account.

Appointed practitioner(s), as on the notice

Account for recoveries the administration or liquidation account

Sort code

Account number

We will ask for a copy of the notice of appointment before the first letter goes, and we confirm the account details with you by phone before any payment is directed to it.

Referred by the accountancy practice or adviser who sent you, if any

Your ledger

Rough numbers are fine. This tells us which service actually fits, and we would rather tell you not to buy something than sell you the wrong thing.

Your clients

Rough numbers are fine. This tells us how to set the partnership up, not what you are committing to.

Business clients you act for

Roughly how many have a late-payment problem worth acting on

Software most of your clients are on

Sectors you see most

Do you have an insolvency arm, or refer insolvency work?

If you do, we can set the practice up for appointments as well as referrals, so book debts on a client that fails are realised under the same sign-in.

The book

Rough numbers are fine. The realisation report, within one working day of the ledger arriving, will give you the exact figures.

Debtors on the sales ledger

Book debts outstanding (£)

Oldest open invoice

The company's accounting system

Does the export include invoices already paid, with the date paid?

This is what makes the first phase possible: statutory interest and compensation on every invoice the company was paid late for in the last six years, whether or not the customer still owes anything.

How we get the ledger

Invoices you raise in a typical month

Typical invoice value (£)

Your standard payment terms

Accounting system

Roughly how much is overdue right now (£)

Across roughly how many invoices

How old is the oldest one you would still chase?

Statutory entitlements stay claimable for six years in England, Wales and Northern Ireland, five in Scotland. Anything older than that we will tell you to write off.

What do you need from us?

Pick everything that applies. You are not locked in and the free scan comes first either way.

How you want to work with us

Pick everything that applies. None of it is exclusive and you can change it in the practice area.

A free ledger scan under your nameYour clients upload an aged debtor export at your link and get the recoverability report, with statutory interest and compensation calculated, carrying your practice name.Free, for you and for them

A share of what we earn from clients you introduceOn recovery fees and on credit control subscriptions, for twenty-four months from each introduction.10% of every fee we earn from an introduced client

See how each introduction is goingCounts, money and status per client in the practice area. Never a debtor's name, unless the client chooses to share their case detail with you.Included

We invite clients on your behalfGive us a name and an email and we send the invitation, copying you in, with the referral already attached.Included

What we realise

Two phases, instructed together or separately. Both come from the same ledger and both are reported before anything is sent.

Phase 1: statutory sums on invoices already paid lateInterest at base rate plus 8% and fixed compensation on every invoice the company was paid late for in the last six years. A computed entitlement, claimed from customers who have already paid, so there is no book debt to jeopardise.18% of sums realised · nothing if nothing is realised

Phase 2: the open book debtsEvery open invoice worked in the company's name with its status, with the statutory sums added. Formal steps only on your approval.10% under 90 days · 15% to a year · 25% beyond · nothing if nothing is realised

Fees are invoiced monthly against realisations and are expected to be treated as a Category 1 disbursement under SIP 9. Recoveries go to the administration or liquidation account only; Clearline collects only where you specify it and remits within two working days.

Recovery on the debts I already haveAged invoices your own chasing has not shifted. We work them in Clearline's name, with your approval on anything formal.10% under 90 days · 15% to a year · 25% beyond · nothing if we recover nothing

Monthly credit control in my nameA thirteen step ladder from seven days before each invoice is due. Your customers never see our name unless it reaches referral.£295, £495 or £795 a month by ledger size · subscribers pay less on recovery

Late Payment Audit on invoices already paidStatutory interest and compensation stay claimable for six years even on invoices settled late. No relationship cost, because the customer has already paid.18% of anything recovered, 15% subscribed · free to identify

How we chase, and how far

This is the important part and it takes two minutes. These settings govern every letter, call and decision, and you can change them any time.

Authority and approvals

What we may agree without referring to you, and who approves the formal steps. You can change any of it once the appointment is open.

How we handle your clients

Your clients instruct us directly and set their own parameters. These are the things that concern you.

When a client of yours instructs us

Tell me each timean email per instruction Monthly summaryone report a month Only in the practice areano emails

Who at the practice sees the numbers

The practice area shows each introduced client's counts, money and status. Add anyone else who should have a sign-in.

Second user (optional)

Their email

Share payments

Your share is paid monthly against fees we have actually received, with a statement per client. We confirm bank details by phone, never by email.

Paid to the practicemonthly by bank transfer Credited to the clientreduce their fee instead Decide later

Tone of voice

How we sound to your customers. Applies to everything except locked formal notices.

Gentlerelationship first Firm-professionalmost clients Assertiveno ambiguity

Settlement authority

The lowest full-and-final settlement we may agree on a debt without referring it to you. Anything below comes to you with the economics set out.

Full sum onlyrefer every discount 90%small commercial discounts 80%realise faster Always refernever decide alone

Settlement floor

The lowest full-and-final offer we may accept without coming back to you.

75%take what we can 85%balanced 95%hold firm Always asknever decide alone

Instalment ceiling

The longest payment plan we may agree without asking. The first payment is always collected on agreement.

3 months 6 monthsmost common 12 months Always ask

Statutory sums on customers you want to keep

Interest and compensation are always calculated. This decides how they are used with customers you still trade with.

Claim in fullmaximum recovery Hold as leveragewaive at settlement Never mentionrelationship first

On customers you have flagged as ended, we claim in full regardless. There is no relationship left to protect.

Who approves escalations

Letters of claim, court proceedings and any settlement below your floor always need a named person. This cannot be switched off.Letters of claim, proceedings and any settlement below your authority always need a named person at the firm. This cannot be switched off. Leave blank and it is you.

Approver name

Approver email

Their approval limit (£) above this, it comes to you

Any customers we should treat differently?

Optional, and you can add more later. Flagging a relationship now is the single best way to protect it.

Clients you would like to introduce first

Optional. Anyone you list gets an invitation with your referral attached, copying you in, once the practice account is open.

First introductions

Debtors to exclude or handle separately

Optional, and you can add more once the appointment is open. Anything listed here is left out of the ladder until you say otherwise.

Excluded debtors

Related parties, retention of title claims, set-off, anything already in litigation, or a debtor you are dealing with yourself.

Customers to handle carefully

We chase them, but gently, in your voice for longer, and we hold statutory sums back as leverage rather than claiming them.

Relationships that are over

No relationship to protect, so we claim everything the law allows and escalate on the normal timetable.

Anything in dispute?

Tell us now. We never chase through a genuine dispute, and knowing in advance stops an awkward letter going out.Anything the directors or the former finance team have told you is contested. We never chase through a genuine dispute, and knowing in advance stops a letter going out that later has to be withdrawn.

Check and authorise

Check and instruct

Check and agree

Everything you have told us, in one place. Nothing has been submitted yet.

Letter of authorityInstruction as recovery agentPartner agreement

…

This is what we send to a debtor if they ask who we are and on whose behalf we act. It confirms we are your agent. It does not sell, assign or transfer the debt, and you remain the creditor throughout.This is what we send to a debtor if they ask on whose behalf we act. Clearline acts as recovery agent on behalf of the company, instructed by its appointed practitioners. Nothing is sold or assigned, and the appointment schedule you sign with us case by case governs the detail.The partnership in one paragraph. Your clients contract with Clearline directly on the published terms; you are never party to a recovery and never liable for a fee.

Before you submit

I am authorised to appoint an agent on behalf of this businessI am an appointed practitioner over this company, or act with the authority of oneI am authorised to enter a referral partnership on behalf of the practiceA director, partner, or someone with written authority from one.We will ask for the notice of appointment before the first letter goes.A partner, director, or someone with authority from one.

I have read the terms of use and the privacy notice, and I accept the fees and terms set out in this formFees, client money, how debtor data is handled, and how to end the arrangement are as shown above.

These are business-to-business debtsThese are business-to-business debtsMy clients will be told plainly that Clearline is a separate firm and that I receive a shareWe say so on the scan report and in the terms. Nothing is hidden from the client.Clearline does not collect consumer debt. If any debtor is an individual, a sole trader or a partnership of fewer than four, tell us and we will handle it differently.Clearline does not collect consumer debt. Where a debtor on the ledger is an individual or a sole trader the pre-action steps differ, and the scan tells us which is which before anything goes.

The debts I instruct will be genuinely due and not knowingly disputedThe book debts instructed are, to the best of my knowledge, due to the company and not knowingly disputedI will not use the scan on a ledger without the client's knowledgeIf a dispute emerges later that is entirely normal and we will deal with it properly.If a dispute emerges later that is entirely normal and we will deal with it properly.The report is the client's, and it goes to them.

Type your full name to sign

Signed . We will confirm bank details for remittance separately by phone, never by email, and we will never ask you to change them by email either.We confirm the account for recoveries with you by phone, never by email, and we will never ask you to change it by email either.We confirm bank details for share payments by phone, never by email, and we will never ask you to change them by email either.