Claim Tracker Worksheet

Stay organised.

#Claim Details

Field	Your Information
Claim Type	[e.g., Motor Finance, Tenancy Deposit, Flight Delay]
Company Name
Account/Reference Number
Amount Claimed	£
Date Issue Occurred
Time Limit Deadline

#Key Dates

Milestone	Date	Notes
Issue first noticed
First contact with company
Formal complaint sent
Acknowledgement received
8-week deadline
Final response received
Escalated to ombudsman
Ombudsman decision
Payment received

#Correspondence Log

Use this to track every contact with the company:

Date	Method	Who	Summary	Response?
	Email / Phone / Post			Yes / No
	Email / Phone / Post			Yes / No
	Email / Phone / Post			Yes / No
	Email / Phone / Post			Yes / No
	Email / Phone / Post			Yes / No
	Email / Phone / Post			Yes / No

#Phone Call Log

Date	Time	Called	Spoke To	Ref Number	Summary

#Evidence Checklist

Document	Have It?	Location/Notes
Original agreement/contract	☐ Yes ☐ No
Receipts / proof of payment	☐ Yes ☐ No
Bank statements	☐ Yes ☐ No
Correspondence (emails/letters)	☐ Yes ☐ No
Photos / screenshots	☐ Yes ☐ No
SAR response	☐ Yes ☐ No
Other:	☐ Yes ☐ No

#Financial Summary

Item	Amount
Amount originally paid	£
Refund/compensation seeking	£
Interest claimed (8%)	£
Total claim value	£

Offer received	£
Final settlement	£

#Escalation Checklist

#Company Stage

Sent formal complaint
Received acknowledgement
Waited 8 weeks (or received final response)
Received final response letter

#Ombudsman Stage

Submitted complaint to ombudsman
Received acknowledgement
Case assigned to adjudicator
Received adjudicator's assessment
Requested ombudsman's final decision (if needed)
Received final decision

#Court Stage (if needed)

#Outcome

Field	Details
Final result	Won / Lost / Settled
Amount received	£
Date received
Time spent (hours)
Effective hourly rate	£

#Notes

[Use this space for any additional notes, reminders, or observations about your claim]

Documentation