Master Document Inventory

Use this checklist to centralize your records before initiating a dispute or intake review.

Primary Agreements

Original Signed Contracts / Purchase Agreements

Warranty Certificate & Service Level Agreements

Last 12–24 Months of Account Statements

Internal Payment Ledger or Transaction History

Proof of Disputed Payments (Cancelled Checks/Bank Logs)

Inventorying your documents is an administrative task. We do not provide legal advice on the validity of these documents.

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