Before you contact a lawyer 0/3 completed Define the claim Write who owes what, why, when it became due, what was demanded, and what outcome you want. Not started › Check route questions List questions about claim amount, party type, where the defendant is, where the cause arose, and whether the matter is excluded from small claims. Not started › Record demand steps Write when demand was sent, how it was delivered, what response came back, and whether settlement was offered. Not started ›
Need help with this checklist? Get support from a lawyer who works with civil procedure matters.
Book a ConsultationBefore the consultation 0/4 completed Collect proof Prepare contracts, invoices, receipts, photos, messages, bank records, delivery notes, repair records, and witness details. Not started › Collect demand records Prepare demand letter, email, registered-post proof, WhatsApp messages, settlement offers, and response records. Not started › Collect party details Prepare full names, ID or registration details if known, addresses, phone numbers, email addresses, and any trading names. Not started › Prepare court-route questions Ask whether small claims, ordinary summons, complaint route, settlement, or lawyer-assisted litigation fits the matter. Not started ›
During the consultation 0/3 completed Ask whether the route is allowed Confirm current claim limit, excluded claim types, who may appear, where to file, and what documents are needed. Not started › Ask how evidence should be organised Confirm what originals, copies, witness notes, photos, calculations, and proof of demand should be brought. Not started › Ask about settlement risk Confirm whether settlement, admission, instalment terms, or withdrawal could affect later enforcement. Not started ›
Save court-ready records Keep claim summary, evidence index, demand proof, party details, forms, and appointment notes in one folder. Not started › Calendar court dates Track consultation, filing, service, hearing, settlement, and payment dates. Not started › Keep enforcement notes If judgment or settlement happens, save payment dates, proof, and follow-up steps separately. Not started ›
When It Applies You are considering a small-claims court route or comparing it with getting a lawyer for a civil dispute.
You need a practical pack before checking the current claim limit, court rules, party restrictions, and evidence requirements.
Not For Confirming eligibility, calculating the current claim limit, filing court papers, or representing someone else without checking the current rules. Documents Claim summary Demand letter Proof of delivery Contract Invoices Payment proof Photos Messages Party details Witness details Question list Timeline Before route choice: identify claim, party, amount, and demand history. Before filing: collect proof, party details, and demand records. During consultation: confirm current eligibility and evidence needs. Afterwards: calendar court, service, hearing, settlement, and payment dates. Tips Check the current small-claims rules before relying on old claim-limit information. Bring originals and clean copies. Keep the claim calculation simple and document-backed. Do not ignore ordinary court deadlines if summons has already been served. Warning Signs The claim may exceed the current limit. The defendant is a company, foreign party, state body, or hard to identify. A summons, eviction, divorce, labour, or criminal issue is involved. You need urgent relief, an interdict, or complex evidence.