From scattered records to a settlement-ready file.
Our process is deliberately clear. You hand over what you have; we organise, structure and summarise it into an indexed dispute file you can take to mediation, negotiation or your chosen professional. Here is exactly how that happens.
Six steps, one organised outcome
Most matters move through these stages in a matter of days to a few weeks, depending on the volume of records. Confidentiality is maintained at every step.
Confidential intake & scoping
We start with a confidential conversation about the dispute — what it concerns, who is involved, and what outcome you are working toward. From this we scope the file and, for fixed-fee work, agree a clear price before anything begins.
- Scope outline
- Fixed-fee quote
- Confidentiality from day one
Secure document handover
You provide the raw material — contracts, invoices, emails, letters, notes and any other records. We accept documents in whatever form you hold them and take responsibility for organising them from there.
- Simple, secure transfer
- Any format accepted
- Full document inventory
Timeline & chronology build
We establish the sequence of events — every material date sourced to a document — producing a clear, neutral chronology. Where records are missing, we flag the gaps so you know exactly what is and isn't accounted for.
- Dated event timeline
- Source citations
- Gap identification
Communication & damages structuring
Communications are compiled into a single referenced log, and any losses, costs and expenses are structured into an itemised schedule with supporting documents attached. The record and the numbers are made transparent and easy to follow.
- Communication log
- Itemised damages schedule
- Supporting documents attached
Issue identification & case summary
We distil the points genuinely in dispute into an issue matrix and a concise, neutral case-summary report — an at-a-glance overview that lets everyone at the table understand the matter quickly, without wading through the full file.
- Issue matrix
- Neutral case summary
- Master document index
Handover of the settlement-ready pack
You receive a complete, indexed dispute file — timeline, communication log, damages schedule, issue matrix and case summary — ready to use in mediation, negotiation or settlement, or to hand to a mediator or licensed professional of your choice.
- Indexed document pack
- Ready to share
- Yours to use as you decide
A file that speaks for itself
The finished pack is designed to be picked up and understood — by you, by the other side, and by any mediator or professional involved.
- A clear contents index so nothing has to be hunted for.
- A sourced chronology that establishes the sequence of events.
- Logged communications and itemised damages, cross-referenced to the evidence.
- A neutral case summary that frames the issues without arguing them.
Start with a confidential conversation
Tell us about your dispute and the records you hold. We will explain the process for your matter and set out a clear scope and price.