What to provide
Invoice, signed scope, change orders, payment history, and the customer's dispute message.
Starting prompt
Create a neutral timeline of this invoice dispute with a source reference for each claim. List uncontested and contested amounts separately. Draft a factual response with no threat or legal conclusion.
Trial case
Use an invoice, a signed scope, and a change request with no approval record. The timeline should show the disputed charge separately and identify approval as missing evidence.
Review gate
The account or finance owner checks amounts against records and routes contractual questions to appropriate counsel before any final position.
How to score the result
Time to assemble the case file and disputed invoices resolved without a second evidence request.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore ChatGPT Workflows for Small Business or the AI business strategy guide.