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1. Intake and triage
The initial form captures the dispute type, the amount in question, and the documents already available so the case can be screened quickly.
How It Works
A simple process built to reduce claim friction.
The workflow is intentionally narrow: gather the right documents, confirm whether a refund route exists, and keep the next step clear enough that the file does not stall.
Before you begin
- Know the purchase date and amount
- Collect the provider or carrier name
- Have the emails, receipts, or notices ready
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2. Evidence review
Charges are compared against the order confirmation, policy wording, customs notices, and provider communications to determine where the claim is strongest.
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3. Route selection
The claim is mapped to the proper destination, which may be the seller, marketplace, insurer, shipping provider, or intermediary connected to the payment.
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4. Next-step guidance
Clients receive a practical summary of the status, missing evidence if any, and the next action that should move the claim forward.
Documentation checklist
The better the record, the cleaner the claim route.
Missing documentation does not always end a case, but it slows it down. The most useful supporting records are those that connect the promised charge to the final charge and show what refund language applies.
- Order confirmation or invoice
- Card or bank payment proof
- Policy, plan, or customs notice
- Email, chat, or dispute communication log