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Claim Prevention Pack

A free guide and editable project tools to help subcontractors reduce payment and contract risks before they turn into disputes.

Download your free pack

The complete pack includes the PDF guide, Excel registers, six editable text templates and a quick-start note.

Download free pack

ZIP · 128 KB · Version 1.0 · No email address required

Read the guide (PDF)Download the registers (Excel)

What is included

A practical implementation guide

Nine pages covering contract checks, notices, payment applications, changes, site evidence, weekly reviews, completion and retention.

Seven editable project registers

An Excel workbook for project setup, deadlines, payments, changes, site records, close-out and weekly actions. Use a separate copy for each project.

Six correspondence and review templates

Editable text files for requesting documents, clarifying instructions, submitting applications, querying assessments, weekly reviews and preparing notices.

Put it to work on one project

  1. Read the guide, save a project copy of the workbook and appoint an owner and deputy.
  2. Check the actual subcontract, amendments and notice requirements. Enter verified dates and set reminders in your calendar.
  3. Start recording payments, changes and site evidence. Review open actions each week and test that the records can be found and used.

The workbook has no macros and sends no reminders. The templates open in any text editor so you can adapt and copy them into your usual emails and documents.

Use the right controls for your subcontract

This is general guidance for England and Wales. Your subcontract and amendments determine the dates, notices and procedures that apply. Routine correspondence templates do not replace required contractual notices.

The pack does not include a review of your documents or guarantee that claims will be avoided. If a deadline or dispute is already live, seek advice promptly.

If you want help reviewing your subcontract or implementing the controls, explore our Claim Prevention services. Any paid work has its own agreed scope and fixed fee.

By Jack Butler-Kettle · Updated