For as long as I have been an attorney (since 2014), I have only done work on a pro-bono (volunteer) basis.  For the past several years I have been working with condominium associations, especially in regards to helping them with collections (especially filing liens).  It’s an easy process but manual.  I think a lot of it can be streamlined and automated and I think SharePoint might be the best tool to do it.

I work with a few condo associations.  When they have an account that needs to go to collections, I would like them to upload the support (such as account statement, deed, collection attempts), and then have the System generate an "notice of intent to file a lien".  Interest and other calculations would need to be made (i.e. only amounts from the last 2 years can be filed for the lien, although the entire amount can be collected).  A "lien" document would also be generated and filed 30 days after the intention to file a lien if there is no response.

Ultimately, the site might also help prepare a foreclosure complaint or request for judgment on the lien.

Perceived Condominium Collection Solution Process
1. Condo Association is registered with the firm.  Intake provides key information related to collections, including:
a. Copy of bylaws
i. Need to know if collection can be made for entire calendar year when past due
ii. Amount of interest that can be charged, if noted
iii. Timing of notices for collection (15 days? 30?)
iv. Amount that can be collected on ($2,000 or more?)
b. Acknowledge and signature of a retainer agreement with Law Firm related to the collections (costs, scope of work, etc).

2. After being registered, a client submits collection action and enters key information about the request (name, address, unit number, etc)
a. Uploads support for the party name (deed)
b. Uploads support for the property tax id
c. Uploads and provides past due amount
i. Calculated amount due in past 2 years
d. Uploads evidence of condominium collection (if applicable)
i. 30 days past due
ii. 60 days past due
iii. 90 days past due
iv. notice of collection
e. Communication from debtor
f. Calculates interest charges due
g. Adds attorney fees
h. Adds court fees
3. System creates notice of intent to file lien
a. Notice of lien letter gets mailed out via certified mail
4. After appropriate time period (i.e. 15 or 30 days?), system creates lien
a. Lien gets created
5. System creates support for lawsuit
a. Support package gets prepared
6. System should be able to handle correspondence from debtors and the process could be ended if payment is made or a settlement is agreed to.

Posted On: August 11, 2024 03:22 UTC
Category: Scripting & Automation
Skills:Microsoft PowerApps, Microsoft SharePoint Development, Office 365, Microsoft SharePoint, Microsoft Power Automate, Microsoft SharePoint Designer, Microsoft SharePoint Administration, Microsoft Windows PowerShell, Microsoft Power BI

Country: United States

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