Communications

Activity timeline, email, and quick logging for Melvin Consuelo Abrew
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Quick Log Activity
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Document received: Questionnaire - Abrew, Melvin & Consuelo.pdf
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doc received
Downloaded from email ([email protected]), category: questionnaire
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Document received: SSA Payment History Melvin.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: benefit-verification-letter Melvin.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: SSA Payment History Consuelo.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: benefit-verification-letter Consuelo.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: Abrew Processing Fee Auth and Agreement.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Document received: Abrew Credit Report Auth and Fee Agreement.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Document received: Abrew Client Disclosure and Accuracy Waiver.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Abrew Chapter 7 Retainer Agreement.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Document received: Melvin ID Back.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: Melvin SS Front.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Melvin SS Back.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Melvin ID Front.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: Consuelo ID Back.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: Consuelo SS Front.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Consuelo SS Back.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Consuelo ID Front.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: 06ab001f-fca2-4f70-b249-8f8010fefe40.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 00ae659f-b354-4a8c-9118-feef4c09a8ec.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 23492cde-db73-4325-bf03-c14bd1e05d19.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 2024 Tax Return Transcripts.pdf
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doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: 86c46bf3-d4ec-4128-a0a0-0eeeb3c110c4.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Oct 2025 Bank Statement (Melvin Savings).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Nov 2025 Bank Statement (Melvin Savings).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Dec 2025 Bank Statement (Melvin Savings).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Dec 2025 Bank Statement (Melvin Chase).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Oct 2025 Bank Statement (Melvin Chase).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Nov 2025 Bank Statement (Melvin Chase).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: november monthly statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: december monthly statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: november monthly statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: december monthly statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 20251231-statements-8894.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 20251031-statements-8894.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 20251216-statements-6814.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 20251116-statements-6814.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Dec to Jan Recent Savings Activity (Melvin).pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Dec to Jan Recent Checking Activity (Melvin).pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 2025 Savings Account Activity (Consuelo).pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Checking Account Activity (Consuelo).pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Melvin Chase Savings Feb 10 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Melvin Chase Checking Feb 10 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Concuelo BMO Savings Feb 10 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Concuelo BMO Checking Feb 10 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 20260131-statements-8894.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Status Change
BRITT ·
status change
[Claude] Marked as Not Filing per Britt - not taking this case.
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Status Change
BRITT ·
status change
Hold Zone → Not Filing
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Status Change
BRITT ·
status change
On Hold → Hold Zone
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Pipeline
BRITT ·
note
Moved to
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Questionnaire
BRITT ·
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PAUSED - On Hold: working on fixing bank balances
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
BRITT ·
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Client record updated
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Updated
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Client record updated
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Tracker
BRITT ·
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Backfill: 60-day tracker stopped (already in pipeline)
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Updated
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Client record updated
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Note
BRITT ·
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1/14/26 bjs spoke to melvin on phone- needs to spend down money before reviewing
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Pipeline
BRITT ·
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Auto-entered filing pipeline - Schedule Review
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Updated
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Client record updated
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Updated
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Client record updated
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Note
BRITT ·
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Task completed: need retainer- dan approved case - looks like they already signed a 2025 retainer and are ready for review. sent them an email
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Updated
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Client record updated
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Note
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1/12/26 sent email to set up phone review- attorney fees due
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Note
BRITT ·
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Phone call with Attorney Springer on 1/9/26 at 3pm to discuss bank account balances (~1,300 combined) and transfer history. Need to verify source/timing of funds.
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Updated
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Client record updated
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Note
BRITT ·
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das spoke to clients 1/10 and resolved banking concern- ready to proceed
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Updated
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Client record updated
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Updated
BRITT ·
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Client record updated
Total 71
Emails 0
Docs 45
Calls 0