Client Bureau -
Managed Resolution Desk

Get help recovering payment without turning the dispute public.

Open a private payment recovery case when an invoice is overdue and you need a documented, professional follow-up process. Client Bureau reviews your records, contacts the client, logs responses, and tracks contractor-direct resolution options.

Open Payment Recovery CaseView service plans
Client Bureau Resolution Desk visual showing overdue invoice status, contact attempts, payment plan context, and case actions.

Private case workflow

Resolution Desk record

Staff-assisted follow-up, payment-plan context, response notes, and case outcomes stay organized privately.

Document review
Respectful outreach
Contractor-direct payment tracking

Case type

Private

Recovery records do not become public profile content.

Payment path

Direct

Client payments remain contractor-direct in this sprint.

Outreach

Logged

Calls, messages, responses, and next actions are organized.

Outcome

Tracked

Resolved, unresolved, paused, disputed, or closed.

How It Works

A managed workflow for overdue invoices.

Recovery work should be factual, documented, and private. Client Bureau helps organize your records, conduct respectful outreach, and keep a clear timeline if the client responds, disputes, offers terms, or resolves the balance.

Read report and moderation policy
01

Submit the case file

Upload invoice, contract, project timeline, communication history, and evidence-on-file summary.

02

Review and service fee

Pay the Client Bureau service fee so Resolution Desk can review the private case.

03

Professional follow-up

Client Bureau staff reviews records and contacts the client with factual, respectful language.

04

Track response and resolution

Responses, payment-plan offers, disputes, and contractor-direct resolution status are privately logged.

Document review

Invoices, contracts, completion records, and communication history are reviewed privately.

Careful communication

Outreach should be factual, respectful, and logged with outcome and follow-up details.

Resolution tracking

Payment promises, disputes, payment plans, and unresolved status stay organized.

What the case file should include

  • The signed agreement or accepted estimate, final invoice, deposit records, change orders, and completion notes.
  • Photos, screenshots, delivery confirmations, message history, and a short timeline of what happened.
  • Any client response, dispute reason, partial payment, payment-plan request, or resolution offer already received.

How Client Bureau keeps it professional

  • Outreach should describe the reported facts, amount due, invoice history, and available resolution path without threats or public pressure.
  • Staff notes, raw evidence, phone numbers, emails, documents, and payment discussions remain private workflow records.
  • The case can support later internal review, attorney review, lien service evaluation, or a moderated public report if appropriate.

Private resolution workflow

When the invoice is overdue, open a clear case file.

Bring the contract, invoice, messages, evidence, and timeline into one private recovery workflow before the situation gets harder to manage.

Open Payment Recovery CaseTalk to Client Bureau