The Landscape
An insolvency practice runs on strict statutory timetables and on correspondence with creditors who can number in the hundreds on a single appointment. Case management usually sits in a suite like Turnkey IPS, Insolve+, IPS Cloud, or Concept iP, which holds the appointments, the estate accounts, and the statutory diary. Around that suite the real work of a case still moves by other means. Creditors submit claims by post and email, directors send books and records in whatever format they have to hand, statutory notices get produced, checked, and dispatched, and someone keeps a private list of the dates that carry personal responsibility if they slip.
The volume is uneven and the timetable is not. A large administration can generate more creditor correspondence in its first month than a dozen small cases combined, yet every report, distribution, and notice still has a fixed statutory date attached. When the diary lives partly in the case system and partly in a practitioner’s own notes, a missed deadline is not an abstract risk.
Common Challenges
- Creditor claims arriving by post and email, with no single place a creditor submits a claim, uploads a proof of debt, and sees where that claim stands
- Statutory notices produced inside the case system but signed off and dispatched by hand, with no clear record of which creditor received what and when
- Directors chased for books and records over email, with nothing tracking what has come in against what is still outstanding
- Statutory deadlines split between the case management diary, Outlook reminders, and a practitioner’s own list
- Bulk correspondence to a large creditor body sent in batches that are awkward to reconcile against who has and has not been contacted
- Caseload, work in progress, and time costs invisible until a file is reviewed, so an overrunning case surfaces late
What We Build for Insolvency Practices
The case management suite runs the estate accounts and the statutory diary. The rest of a case still moves by hand: creditor claims arriving by post and email, records requested from directors, and dates tracked in a place only one person fully trusts. We build client portals where creditors submit claims, upload proofs of debt, and track distribution status, and where directors deliver records against a checklist the practice can see, so claim handling stops living in an inbox. Where the case management system exposes an API or an import route, we connect the portal to it so a claim logged once is not rekeyed.
On top of that sits the statutory paper trail and the diary. We build document and notice workflow that takes a notice from generation through sign-off to dispatch and keeps a record of who received it and when. A caseload dashboard shows work in progress, time costs, and the next statutory date on every open file, so the position of the whole practice is something a principal can check on a Tuesday rather than reconstruct at review. The deadline and task tracking that ties this together is workflow software shaped around how your cases actually move.
We hold a firm line on scope. We build the software; the insolvency work stays with you. The statutory role of the appointment-taker, the legal judgment on a case, and every regulated decision that belongs to the office holder are yours, not ours. What we take away is the manual handling around that process, the parts that eat time without needing a practitioner’s judgement.
How We Work With Insolvency Firms
Insolvency data is sensitive by nature, holding the personal financial affairs of directors and creditors, and we work accordingly: access controls, a clear record of who can see what, and portals that hold documents securely rather than scattering them across inboxes. A project usually starts with the single portal or workflow causing the most manual work, proves itself there, then extends across the caseload. Because your case management suite exposes APIs or import routes, we can generally connect to what you already run instead of asking you to replace it.
We are not the right team for a firm that wants a new case management platform. If Turnkey IPS or IPS Cloud already runs your estate accounts and statutory diary, keep it. We come in where those tools stop and the manual workarounds begin, which is the same ground we cover for legal practices and across the wider finance sector on the industries overview.
Talk to Us About Your Caseload
If your team spends more time moving case data between systems than working the appointments, that gap is what we close. Get in touch to talk through the one workflow costing you the most, and what building it properly would look like.
