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Money recovery matters

Organise the basis of an unpaid amount and supporting payment history.

Availability and the responsible advocate are confirmed before professional engagement.

Questions to discuss

  • What agreement or invoice supports the amount?
  • Has the other party acknowledged or disputed it?
  • Are there notices, cheque records or approaching dates?

Documents to prepare

  • Agreements and invoices
  • Payment history and acknowledgements
  • Relevant correspondence and notices

How the discussion may proceed

1

Prepare the amount and chronology.

2

Discuss the available routes and costs.

3

Agree the next step without assuming a recovery outcome.

Scope and fees

Agree what is included, the professional fee, applicable taxes and approved expenses before work begins. Review, drafting, dispatch, filing and representation are separate tasks unless the engagement expressly includes them.

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