Client disputes · Payment timeline

Connect the promise, delivery, invoice, and follow-up.

Payment disputes are easier to review when messages are tied to concrete events. Search the conversation, verify dates and amounts, and keep contracts and invoices as separate supporting sources.

Updated 2026-09-057 minTextTrace

Get TextTrace on the App Store See the client dispute workflow

Available on the App Store for iPhone and iPad.

01Bring in the source

02Review the record

03Choose the useful output

Use six event anchors

ScopeWhat work or item was requested?

ApprovalWhat change, price, or milestone was accepted?

DeliveryWhen was work or an item sent?

InvoiceWhich number and amount were referenced?

Due dateWhat deadline appears in the messages or invoice?

Follow-upWhat acknowledgement, objection, or promise followed?

Do not make chat carry the whole case

A chat may explain negotiations or acknowledgements, but a signed contract, proposal, invoice, bank record, work product, delivery receipt, or ticket can answer different questions. Keep each original source unchanged and link it in your review notes. TextTrace organizes messages; it does not convert a conversation into proof of payment, performance, or liability.

Choose PDF or CSV deliberately

PDF is strong for a chronological handoff that another person can read. CSV is useful for filtering dates, participants, amounts, and keywords during preparation. If an attorney, mediator, insurer, finance team, or client asks for a specific format, follow that request and transfer the files through an approved secure channel.

Questions, answered precisely

Frequently asked questions

Can TextTrace calculate what a client owes?

No. It organizes selected messages. Amounts, credits, taxes, contract terms, and liability must be established from the relevant business records and professional advice.

Should I export every client chat?

Start with the defined project, invoice, people, and date range. Preserve enough context and follow the recipient’s request rather than exporting unrelated client information.