Document your case work. Defend it when it counts.
From your chase, your calls, your records — CaseAgents turns the effort you're already making into a defense-grade record. Where documentation is missing, we give you the tools to secure it.
No card required · Your data is always exportable · Cancel anytime
The case console — requested items, real-time status, and the append-only evidence timeline.
One successful chargeback without proof means returning that fee in full — plus the time and cost of fighting it.
What you're defending with today
vs. what you have with CaseAgents
- Forwarded email threads with no timestamps you control
- Notes in your CRM that only you can see
- A client who says you never reached out — and you can't prove otherwise
- A refund bank that defaults to the cardholder when evidence is ambiguous
- Returning a $3,500–$15,000 fee you earned
- Every request, reminder, delivery, open, and click logged to an append-only chain
- Client submissions and non-responses attributed automatically
- A signed, hash-verified record a refund bank can read in 60 seconds
- One link to share — or a PDF to attach — at dispute time
- Proof that converts "they never tried" into a dismissed chargeback
What pilot firms are saying
[QUOTE — replace before launch]
[NAME]
Owner, [FIRM NAME]
[QUOTE — replace before launch]
[NAME]
Principal, [FIRM NAME]
[QUOTE — replace before launch]
[NAME]
Managing Partner, [FIRM NAME]
From case open to chargeback defense
Create a case and request documents
Add your client, list the items you need, and send a templated request. The client gets a secure, no-login link to their personal checklist.
CaseAgents chases so you don't have to
Reminders fire automatically on a cadence you control. Every send, delivery, open, and click is tracked and written to the hash chain.
Export the record when you need it
Generate the defense record on demand. Timeline, determination, outstanding items, and a verifiable integrity hash — ready for the refund bank in minutes, not days.
The record that holds up
Sourced from an append-only, hash-verified event log — not notes, not memory. Determination, full timeline, outstanding items with fault attribution, and an integrity hash a reviewer can verify themselves.
- Append-only log enforced at the database layer, not just application logic
- Every email send, delivery, open, and link click recorded automatically
- Accepted, rejected, and no-response determinations with exact timestamps
- Chain integrity verified on every export
- PDF export or read-only share link for the refund bank
What the refund bank sees
Share a read-only link directly with the adjudicator. They see the case, every requested item, and the complete timestamped timeline — with an integrity hash they can verify themselves. No login. No friction. No ambiguity.
Common questions
What if I already use a CRM?
Good. Import what you have or run CaseAgents alongside it. The event log normalizes all sources — our chase, your notes, future integrations.
Does my client need to create an account?
No. They get a secure, no-login link to their personal checklist. Nothing to sign up for, nothing to remember.
What does "tamper-evident" actually mean?
Every event links to the previous one via a cryptographic hash. Alter a single record and the chain breaks — the defense record reports it.
How long does setup take?
Your firm is live in under five minutes. First case open in ten. No IT, no integration work required to start.
What happens to my data if I cancel?
You can export everything — all cases, all events, all documents — before you go. Your data is always yours.
Is this only for chargebacks?
No. Most firms use it daily for document collection and client communication. The defense record is what you reach for when a dispute arrives.
More questions? See the full FAQ or ask us directly.
Tax resolution firms
Chase clients for documents and generate proof you did so — for every file, every time.
Chargeback defense
When a client disputes a charge, hand the refund bank a timestamped, hash-verified record of every attempt you made.
Refund bank compliance
Satisfy documented-engagement requirements with a record that proves effort, not just assertion.
Never lose a case to “they never tried.”
Set up your firm in minutes. Chase clients, track everything, export the record on demand.
No card required · Your data is always exportable · Cancel anytime