Communications

Activity timeline, email, and quick logging for Timothy Everly
Send Email
Quick Log Activity
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doc received
Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Track 2 PDFs generated
claude_code ·
drafting
Generated 10-form filing packet: /Users/ralphwiggum/Documents/SpringerLaw/bankruptcy-forms/filled/Timothy_Everly_packet.pdf
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Report Generated
Claude Code ·
note
Draft report and issues list generated. 10 issues identified. Track 2 PDFs (10 forms + packet) confirmed. Output: /Users/ralphwiggum/Desktop/BestCase-Queue/Completed/Everly_Timothy_2026-03-08/
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Downloaded from email ([email protected]), category: other
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Document received: ViewStatement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: social-security-statement-2 (1).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: benefit-verification-letter.pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: ViewStatement (1).pdf
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Downloaded from email ([email protected]), category: bank_statements
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Document received: ViewStatement (1).pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
$
Payment
BRITT ·
payment
retainer payment recorded: $50.00 (square)
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Note
BRITT ·
note
[Claude] Correction: Tim Everly total paid is $50 (retainer), not $100. Balance: $750.
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Note
BRITT ·
note
[Claude] Payment received: $50. Total paid: $100. Balance: $750.
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Note
BRITT ·
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[Claude] Per Britt: Moved to payment tracker. Retainer signed = yes. Prefiling stage set to making_payments. Currently $100 paid of $850 quoted ($750 remaining).
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Retainer
BRITT ·
note
Retainer signed
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Note
BRITT ·
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[Claude] Square invoice #001851 paid $50 on 2/27/2026. Total paid: $100. Balance: $750.
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Payment
BRITT ·
payment
$50 received (total: $100)
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Note
BRITT ·
note
[Claude] Payment received: 0. Balance updated from 50 to 00.
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Note
BRITT ·
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[Claude] Square invoice #001851 paid $50 on 2/27/26. First retainer payment. Started 60-day tracker per Britt.
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Payment Received
BRITT ·
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Square invoice #001851 paid $50 - first retainer payment
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Pipeline
BRITT ·
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Moved to waiting_sigpages
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Note
BRITT ·
note
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Quick Move
BRITT ·
note
Retainer sent
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Questionnaire
BRITT ·
note
PAUSED - On Hold: clarifications needed
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Status Change
BRITT ·
status change
SU Call → Questionnaire Submitted
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Follow-up
BRITT ·
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14-day follow-up completed: Follow-up completed
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Calendar Event
BRITT ·
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SU CALL Consult — Attorney Springer — 2026-01-21 at 13:00
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Email Reviewed
BRITT ·
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Email: VOICEMAIL: Date confirmation
Total 51
Emails 0
Docs 31
Calls 0