Process

A practical path from first conversation to a dispute-control pack your operations and risk leads can own. Fieldwork follows how cases actually move — not a generic checklist.

Professionals reviewing schedules and case notes in a bright office

Map rails and dispute types

We clarify which payment rails, merchant categories, and dispute types sit in scope — chargebacks, retrievals, refunds, provisional credits — and which scheme or internal SLAs you must meet.

Trace ownership and handoffs

Intake queues, investigation desks, representment writers, and finance adjustments are mapped to named owners. Orphaned cases and silent escalations surface early.

Sample live and closed cases

We test whether evidence packs, customer notices, and deadline trackers match your written procedures — including cases that were won, lost, or abandoned mid-cycle.

Rank gaps and hand over fixes

Findings are ranked by financial exposure and customer impact. You receive a remediation sequence, evidence templates, and a walkthrough so the next dispute cycle starts cleaner.