Communications

Activity timeline, email, and quick logging for Ashleigh Fowler
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Quick Log Activity
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Document received: Chapter_7_Tri_Package.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: B_P32680603309A0026.PDF
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doc received
Downloaded from email ([email protected]), category: other
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Payment received via Square (#001896)
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payment received
Client: Ashleigh Fowler, Amount: $400.00
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Document received: image1.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: image0.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: DOC032726-03272026114023.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 2026-02-01.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 2026-01-01.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 2026-03-11 Statement - USB Checking 2625.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 2026-02-11 Statement - USB Checking 2625.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: viewdoc.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: viewdoc.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 5ad5a490-38f8-4263-a5a1-a1b540ae176f.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: viewdoc.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: viewdoc.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 2024TaxReturn.PDF
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doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: 2025TaxReturn.PDF
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doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: Checking 2feb.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Checking2jan.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Cash_App_February_2026_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_January_2026_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Payment received via Square (#001874)
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payment received
Client: Ashleigh Fowler, Amount: $450.00
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Payment received via Square (#001837)
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payment received
Client: Ashleigh Fowler, Amount: $50.00
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Document received: ashleigh fowler Credit Report Authorization and Fee Agreement.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Document received: ashleigh fowler Processing Fee Authorization and Agreement.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Document received: ashleigh fowler 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: ashleigh fowler individual unsigned Chapter 7 retainer.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Document received: 2025-08-12 Statement - USB Checking 2625.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 2025-07-11 Statement - USB Checking 2625.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 2025-08-12 Statement - USB Checking 2625.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: viewdoc.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: viewdoc.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: SS Letter.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Client Questionnaire- fillable copy.pdf
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doc received
Downloaded from email ([email protected]), category: questionnaire
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Document received: Fowler, Ashleigh Individual PreReview Retainer Agreement copy.pdf
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doc received
Downloaded from email ([email protected]), category: retainer_agreement
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Note
BRITT ·
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[Claude] Correction: Ashleigh Fowler total paid is $50 (retainer), not $100. Balance: $800.
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Note
BRITT ·
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[Claude] Payment received: $50. Total paid: $100. Balance: $800.
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Note
BRITT ·
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[Claude] Ashleigh replied 2/27 - still recovering from illness (flu + stomach bug, 3 weeks). First day feeling somewhat OK. Plans to start gathering docs Monday 3/2. 60-day window through 4/15/26.
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Note
BRITT ·
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[Claude] Britt confirmed she replied to Ashleigh on 2/18 re: payment. Last contact updated.
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Note
BRITT ·
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[Claude] Updated prefiling_stage to retainer_paid, balance_due to $850. Confirmed on payment + case tracking 60-day trackers.
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Work Queue
BRITT ·
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Marked as done in work queue
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Note
BRITT ·
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[Square Sync 2/11] OUTSTANDING: Invoice #001837 - 0 unpaid. Reminder sent 2/10/26.
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Payment
BRITT ·
payment
retainer payment recorded: $50.00 (square)
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Note
BRITT ·
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[Claude] Payment of $50 received via Square (Invoice #001837, 2/13). Retainer marked paid. 60-day tracker started.
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Status Change
BRITT ·
status change
Questionnaire Submitted → Retained
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Retainer
BRITT ·
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Retainer signed
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Reviewed
BRITT ·
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Reviewed from dashboard: Ashleigh Fowler
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Email Reviewed
BRITT ·
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Email: Dashboard review
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Note
BRITT ·
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Questionnaire submitted. Clarifications needed � email sent to client with questions. Waiting on client response.
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Follow-up
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14-day follow-up completed: Emailed client
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Follow-up Set
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Follow-up in 14 days (2026-01-31): follow up due
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Reviewed
BRITT ·
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Follow-up in 14 days (2026-01-31): awaiting questionnaire
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Email
BRITT ·
email sent
Consult follow-up email sent
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Follow-up Set
BRITT ·
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Follow-up in 14 days (2026-01-31): awaiting questionnaire
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Note
BRITT ·
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1/16/26 bjs was emailing with client 1/7/26. we offered 900 for 60 days. so her quote changed but for the nect 60 days we still offered her a discount of $100 off the fees.
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Updated
BRITT ·
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Client record updated
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Calendar Event
BRITT ·
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SU CALL Consult — Attorney Springer — 2026-01-07
Total 57
Emails 1
Docs 32
Calls 0