CaseAgents

Chargeback & Dispute Management

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This platform automates and streamlines the process of documenting and defending against financial disputes, chargebacks, and refund claims by converting your existing communication, calls, and records into a tamper-proof, secure evidence trail. Its key features include a real-time case management console displaying request statuses, an append-only evidence timeline with hashed verification, automated reminders, and easy sharing of proof through links or PDFs, effectively reducing the risk of financial loss and legal challenges for professionals handling chargebacks, refunds, or compliance cases. It is intended for tax practitioners, merchants, businesses, and dispute resolution teams seeking to improve proof accuracy, streamline case documentation, and improve their ability to contest or defend against chargebacks and refund disputes efficiently.

CaseAgents can be found in Chargeback & Dispute Management categories.

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CaseAgents Main Features

• Record Keeping
  CaseAgents helps you record all your case work, including calls, emails, and notes, to build a strong defense.
• Affordable Cost
  Tax resolution cases typically cost between $3,500 and $15,000.
• Exportable Data
  Your data can be easily exported at any time.
• Easy Pilot Start
  You can start a free trial or book a demo without using a credit card.
• Automatic Logging
  Requests, reminders, deliveries, opens, and clicks are automatically logged and attributed.
• Evidence Timeline
  All evidence, requests, and responses are stored in an unchangeable detailed timeline.
• Dispute-Ready Proof
  The proof makes it easy to dismiss a chargeback by showing evidence was provided.
• Fast Proof Creation
  You get a signed, hash-verified record that a refund bank can read in just 60 seconds.
• Single Link Sharing
  Share one link or attach a PDF for dispute purposes.
• Secure Documentation
  The SaaS provides tools to secure missing documents needed for your case.
• Real-Time Case Status
  The case console shows your requested items, current status, and a timeline of evidence updates in real-time.
• User-Friendly Interface
  The SaaS is easy to use from case creation to defense.
• Client Submission Portal
  Clients receive a secure link to upload needed documents without login.
• Client Communication Tracking
  Every email and message is logged to show your communication efforts.

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