Agency pilot sample
What your team gets back from a packet review.
A dummy agency handoff showing the structure we use for delivered-order disputes: intake brief, evidence index, review notes, client-facing response skeleton, and final submission checklist.
Sample client intake brief
Dummy case: delivered-order dispute for a Shopify merchant. This is the type of summary an agency can hand to the client before they submit through their platform.
| Case type | Item not received / delivered-order dispute |
|---|---|
| Merchant position | The order was paid, fulfilled, shipped to the checkout address, and carrier records show delivery. |
| Records reviewed | Order confirmation, fulfillment timeline, tracking URL, delivery scan, refund policy, product page, and support thread. |
| Submission boundary | Evidence organization only. Merchant controls the final platform response and attachments. |
Evidence index format
| Attachment | Purpose | Review note |
|---|---|---|
| 01-order-confirmation.pdf | Shows buyer details, shipping address, payment timestamp, and SKU. | Use the platform order export, not a cropped screenshot. |
| 02-fulfillment-record.pdf | Connects the order to the carrier tracking number. | Highlight the fulfillment timestamp and tracking ID. |
| 03-carrier-delivery.pdf | Shows delivery scan and destination city/state. | Do not overstate signature proof if the carrier page does not show one. |
| 04-support-thread.pdf | Shows customer communication and any attempted resolution. | Redact unrelated personal data before submission. |
Packet QA notes
- Opening response should lead with the merchant position, not a long complaint about the buyer.
- Timeline should connect payment, fulfillment, tracking, delivery, and support in chronological order.
- Carrier proof is usable, but the response should say "carrier records show delivered" instead of promising the buyer personally received it.
- Refund policy is relevant only if the merchant can show it was available before purchase.
- Remove full card, identity, unrelated address, and internal support notes before upload.
Client-ready response skeleton
We fulfilled this order to the shipping address provided at checkout. The attached records show the order confirmation, fulfillment record, carrier tracking, delivery scan, published policy context, and customer support history. Based on these records, our position is that the order was completed and delivered as purchased.
Final submission should be reviewed by the merchant before upload. This sample is not legal advice and does not guarantee dispute recovery.