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Getting Started Guide

Follow these five steps to go from receiving a presentment to having a fully tracked, legally documented response. Each step builds on the last.

A Conditional Acceptance (CA) is a lawful response to any presentment — a bill, demand, summons, or claim. Instead of accepting or rejecting, you conditionally accept upon proof that the claim is valid. This puts the burden of proof on the claimant.

  • A CA is NOT a refusal — it honors the process while demanding verification
  • Under the UCC (Uniform Commercial Code), silence to a CA = agreement with your conditions
  • The system has 7 documents that build on each other, from initial response to court filings
  • Tier 1 (Commercial) uses UCC-based language for pre-court resolution
  • Tier 2 (Litigation-Grade) uses court-ready language if the matter goes to state court

Pro Tip: Start by reading through the 7-document overview on the home page. Understanding the flow from Document I to VII is essential before you begin.

Read Document I Overview

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