Organise a consumer or SME contract dispute

Facts & timeline checklist

• Who the parties are (names, roles, and contact details you have).
• How the agreement was made (signed contract, email acceptance, quote, purchase order).
• What each side was meant to supply or pay — short factual summary.
• Key dates: agreement, deadlines, delivery or work milestones, payment due dates.
• What actually happened vs what was agreed (missed dates, partial delivery, disputed quality).
• Amounts: quoted, invoiced, paid, withheld, and any credits offered.
• Each chase or complaint: date, channel, and what was said or promised.

Evidence to label

• Contract, terms, quote, or order confirmation.
• Invoices, statements, and bank records of payments.
• Delivery notes, completion emails, photos, or sign-offs.
• Variation requests or change emails in date order.
• Complaint and response correspondence.

What your Case Pack contains

Situation summary, parties, chronology of performance and money events, labelled evidence list, amounts, and your stated desired outcome — organised for your records or to share with an adviser. Not a legal opinion on the contract.

FAQ

What should I gather first for a contract money dispute?

Start with the written agreement or quote, key dates of performance or non-performance, amounts paid or owed, and every meaningful email or letter in date order.

Does CaseFirst draft contract claim wording?

No. CaseFirst helps you organise facts, chronology, and labelled evidence into a Case Pack. It does not draft legal claims or give advice on contract rights.

Is this for consumers and small businesses?

Yes — the checklists are for organising UK consumer or SME money disputes about agreements for goods or services. It is organisational help only.

What does the Case Pack include?

A structured summary of parties, situation, chronology, evidence list, amounts, and your stated desired outcome — for your records or to share with an adviser.