What makes an SME dispute file different?

You often have purchase orders, job references, multiple invoices, and staff who chased the debt. Capture those references and who contacted whom so the story stays clear.

Can CaseFirst send chases for me?

No. It helps you organise the record of what already happened. You decide any further contact or advice.

Which dispute pages help SMEs most?

Customer non-payment, unpaid invoice, supplier dispute, and contract dispute landings, plus the money owed hub.

Small business dispute case file

A practical structure for SME money disputes: references, invoices, completion proof, and chase history.

Use one case per customer dispute (or per clear job reference) so files do not blur together.
Record PO, job, and invoice numbers in the situation summary and event descriptions.
Add parties: your trading name, the customer/supplier, and any key contact names.
Chronology: agreement → delivery/work → invoice → chases → any dispute raised.
Evidence: contract/quote, POs, invoices, delivery or timesheets, bank export, email thread.
Note staff who chased (name and date) so institutional memory is not lost.
Export a Case Pack before handing the matter to an adviser or accountant.

Landings: Customer non-payment, Supplier dispute, Contract dispute.

FAQ

What makes an SME dispute file different?: You often have purchase orders, job references, multiple invoices, and staff who chased the debt. Capture those references and who contacted whom so the story stays clear.
Can CaseFirst send chases for me?: No. It helps you organise the record of what already happened. You decide any further contact or advice.
Which dispute pages help SMEs most?: Customer non-payment, unpaid invoice, supplier dispute, and contract dispute landings, plus the money owed hub.

Disclaimer: CaseFirst is legal technology, not a law firm. This guide is organisational help only — not legal or commercial advice.

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