The purchase
The specific contract, subscription or order, its offer description and service components.
Client records and dispute preparation for HighLevel
ScaleSafe Client Evidence
A clear record for each customer purchase.
Keep the agreement, payments, communications and delivery evidence connected to the engagement they belong to. Review the actual records when a charge is disputed.
Certification in progress. Access is arranged directly with ScaleSafe. Controlled beta access has no product fee.
Read the product guideYour existing selling process stays in place.
Client Evidence is a separate application from ScaleSafe — Enrollments. It records purchases and external payments; it does not collect payments, create subscriptions or send customer communications.
The payment history
The disputed charge, relevant previous payments and the obligations each payment covers.
The source records
Original communications, documents and delivery records, with their source identity and capture limitations.
The response
A reason-specific evidence review, visible missing facts and an exact response for merchant approval.
One customer can have several engagements.
A coaching contract paid in installments is one engagement with several payments. A SaaS subscription with setup can contain separate setup and access components. A second purchase gets its own record.
The setup being certified supports contract, subscription and product-order entry paths. Native workflow availability and automatic source matching must be verified for the merchant’s actual process before relying on unattended operation.
Know what has actually been preserved.
Coverage distinguishes an original file from metadata, an observed event from a connected account, and a configured workflow from a verified one. Unsupported sources have visible gaps and manual alternatives.
Stripe detection and direct submission depend on the account’s connection and available permissions. Reviewed exports with submission instructions remain available. NMI gateway integration is deferred.
Read about response review and export