Communications
Activity timeline, email, and quick logging for Paul Dammann
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Quick Log Activity
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payment received
Payment received via Square (#001951)
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Client: Paul and Lisa Dammann, Amount: $600.00
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doc received
Document received: 20251117_164721.jpg
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Downloaded from email ([email protected]), category: other
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doc received
Document received: 20251117_172143-1.jpg
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Downloaded from email ([email protected]), category: other
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doc received
Document received: 2025_IL_RETURN_2026-03-19_033101.pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: 2025_FEDERAL_RETURN_2026-03-19_033057-1.pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: document (6).pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: document (5).pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: 20260327_172210.jpg
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Downloaded from email ([email protected]), category: other
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doc received
Document received: Messenger_creation_D5B908DA-0660-4946-A21F-620DCF59F287.jpeg
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Downloaded from email ([email protected]), category: other
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doc received
Document received: payStatement-mar.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: document (4).pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: document (3).pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: 2025_FEDERAL_RETURN_2026-03-19_033057.pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: document-1.pdf
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Downloaded from email ([email protected]), category: other
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payment received
Payment received via Square (#001877)
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Client: Paul and Lisa Dammann, Amount: $100.00
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doc received
Document received: questionaire 3926.pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: questionaire 3826.pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: payStatement-1.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: paulandlisa2024taxes.pdf
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Downloaded from email ([email protected]), category: tax_returns
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doc received
Document received: 2. Questionnaire- fillable (44) frinight.pdf
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Downloaded from email ([email protected]), category: questionnaire
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doc received
Document received: document (2).pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: document (1).pdf
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Downloaded from email ([email protected]), category: other
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doc received
Document received: LDammonn.pdf
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Downloaded from email ([email protected]), category: other
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status change
Status Change
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Hold Zone → Inactive
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note
Reviewed
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follow up due: Paul Dammann
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note
Hold Zone
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Moved to Hold Zone (saving_funds stage) from "Quoted": Saving funds
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note
Batch Update
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Marked as consulted based on past consult_date
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email sent
Email Sent
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After-consult email sent
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note
Updated
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Client record updated
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email sent
Email Sent
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Springer Law Firm Chapter 7 Bankruptcy Information (Tue, 14 Oct 2025) [199e435a83a2d2f7]
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note
Email Received
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Re: Springer Law Firm Chapter 7 Bankruptcy Information (Fri, 14 Nov 2025) [19a7fcad1fcf7a7f]
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email sent
Email Sent
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Fwd: Springer Law Firm Chapter 7 Bankruptcy Information (Thu, 30 Oct 2025) [19a35f2516a7bc16]
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note
Email Received
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Re: Springer Law Firm Chapter 7 Bankruptcy Information (Mon, 17 Nov 2025) [19a8f70bff834afb]
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email sent
Email Sent
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Re: Springer Law Firm Chapter 7 Bankruptcy Information (Tue, 18 Nov 2025) [19a97c9249d66391]
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note
Email Received
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Re: Springer Law Firm Chapter 7 Bankruptcy Information (Mon, 17 Nov 2025) [19a9435ca4e56f3e]
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email sent
Email Sent
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Re: Springer Law Firm Chapter 7 Bankruptcy Information (Tue, 18 Nov 2025) [19a97cc545b9808e]
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email sent
Email Sent
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Email 1: Fee Overview (Wed, 14 Jan 2026) [19bbe8e704431bd2]
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email sent
Email Sent
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Documents Needed to Move Forward (Wed, 14 Jan 2026) [19bbe92bdd52a98b]
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note
Note
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1/14/26 client called and wants to move quickly- be filed before end of january
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note
Updated
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Client record updated
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note
Updated
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Client record updated