Step-by-step guides

Plain instructions, tied to sources.

These guides summarize published procedures. They do not assess individual situations, recommend claims, or predict outcomes.

0115-30 minutes

Build a clean project record

Create a dated, source-backed file before contacting an agency or asking a research question.

Create a timelineList the major events in date order using short, factual descriptions.
Gather primary documentsKeep contracts, change orders, designs, permits, inspection records, bills, and written correspondence together.
Keep originals intactSubmit copies when requested and retain original files and unedited messages.
Write down the unresolved questionSeparate what the documents show from what is still missing or unclear.

0220-40 minutes

A plain-language checklist based on the Attorney General's published filing instructions.

Confirm the channelReview the AGO page to make sure the complaint type is accepted.
Summarize the issueUse dates, names, amounts, and a short description of what remains unresolved.
Follow the document instructionsThe AGO says not to send additional documentation until requested.
Save your submissionUse the option to save or print a copy after filing.

03Official checklist

An index of the information the Massachusetts Courts page says a letter should contain. This is public information, not individualized guidance.

Read the state page firstThe official page explains when this process is used and lists exceptions.
Review the required informationThe state lists identity, the conduct at issue, dates and facts, the claimed injury, and the requested relief.
Use the state sample only as a referenceDo not rely on a third-party template or assume a sample fits a particular situation.
Track delivery and response datesThe state recommends keeping a copy and describes certified and regular mail options.

0410-20 minutes

A simple checklist for using BBB's own complaint channel. BBB is a private nonprofit, not a regulator.

Confirm the businessUse the business name and location requested by the BBB form.
Keep the account factualUse a short timeline and describe the unresolved issue without speculation.
State the requested resolutionDescribe the response or correction you are asking the business to consider.
Save the case informationKeep the confirmation and any business response with the rest of your project record.