Communications

Activity timeline, email, and quick logging for Catelyn Friis
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Quick Log Activity
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Document received: IMG_2705.jpeg
system ·
doc received
Downloaded from email ([email protected]), category: other
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Payment received via Square (#001807)
system ·
payment received
Client: Catelyn Friis, Amount: $50.00
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Payment received via Square (#001818)
system ·
payment received
Client: Catelyn Friis, Amount: $950.00
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Document received: Questionnaire.pdf
system ·
doc received
Downloaded from email ([email protected]), category: questionnaire
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Document received: Bank Statements.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Paystubs.pdf
system ·
doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: ID.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: 2024 Tax.pdf
system ·
doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: Letter from Trustee.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Statement for Jan 23, 2026.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Statement for Jan 9, 2026.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 20260202091335609.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: Cash_App_January_2026_Account_Statement.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Dec-2025-statement.csv
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 2026-01-27 Statement - USB Savings 2539.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: IMG_2284.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_2288.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 20260206104421153.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_2288.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_2288.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: SLF-Signed Documents.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
$
Square payment: $950.00
square_import ·
payment
Payment of $950.00 via Square on 2026-02-06. Client: Catelyn Friis. Ref: DpuPT1rZMvVHWI10bIfZodCJ0vdZY
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Note
BRITT ·
note
[Claude] Catelyn emailed 3/2: confirmed SURRENDER Hyundai Accent (not Kia). Keeping Kia Forte. Also has IRS back tax question - Britt told her to wait for attorney review re: paying during bankruptcy.
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Note
BRITT ·
note
[Claude] Client emailed 3/1: wants to KEEP the Kia, SURRENDER the Hyundai. Also has a question about IRS taxes. Needs response.
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Note
BRITT ·
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[Claude] Payment sync: Updated amount_paid from $50 to $1,000. Square invoices #001807 ($50 on 1/27) + #001818 ($950 on 2/6). Fees paid in full. Balance $0.
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Payment
BRITT ·
payment
$950 received (total: $1000)
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Note
BRITT ·
note
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Note
BRITT ·
note
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Status Change
BRITT ·
status change
Schedule Review → Filed
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Stage Change
BRITT ·
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prefiling → filed
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Pipeline
BRITT ·
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Moved to waiting_sigpages
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Status Change
BRITT ·
status change
Retained → Schedule Review
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Pipeline
BRITT ·
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Moved to schedule_review
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Note added
BRITT ·
note
[Email Sync 1/30-2/2] CLIENT REPLY - Catelyn submitted updated documents (bank statements, pay stubs, Cash App Jan statement, USB savings statement). Says she plans to complete credit counseling course this week. Requests invoice be sent on Friday 2/6 - will pay attorney fees in full at that time.
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Payment
BRITT ·
payment
Square payment of $50.00 synced from email
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Payment
BRITT ·
payment
Payment received via Square - Invoice #001807 - $50 (2026-01-27)
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Status Change
BRITT ·
status change
Awaiting Payment → Retained
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Retainer
BRITT ·
note
Retainer paid
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Status Change
BRITT ·
status change
Awaiting Signature → Awaiting Payment: Retainer signed - now awaiting payment
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Follow-up
BRITT ·
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14-day follow-up completed: Follow-up completed
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Status Change
BRITT ·
status change
Retained → Awaiting Signature
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Quick Move
BRITT ·
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Entered 60-Day Tracker
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Note
BRITT ·
note
Adobe Sign retainer sent. Ch-13 dismissed today, converting to Ch-7. Client ready to make first payment tomorrow.
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Email Sent
BRITT ·
email sent
Next Steps to Move Forward (2026-01-22) Sent retainer packet and agreement. Ch-13 dismissed, converting to Ch-7. [19be6818d702b37b]
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Status Change
BRITT ·
status change
Gathering Docs → Retainer Sent
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Email Received
BRITT ·
note
Re: Letter from Trustee (2026-01-22) [19be63f0e0ee59de]
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Updated
BRITT ·
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Client record updated
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Updated
BRITT ·
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Client record updated
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Email Sent
BRITT ·
email sent
After-consult email sent
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Updated
BRITT ·
note
Client record updated
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Email Sent
BRITT ·
email sent
Re: Catelyn Friis Questionnaire (Wed, 31 Dec 2025) [19b7623d5579dce8]
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Email Received
BRITT ·
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Catelyn Friis Questionnaire (Wed, 31 Dec 2025) [19b75e33afc9f6a9]
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Email Sent
BRITT ·
email sent
Next Steps and Documents for Review (Wed, 31 Dec 2025) [19b764d05a289c90]
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Email Received
BRITT ·
note
Re: Catelyn Friis Questionnaire (Wed, 31 Dec 2025) [19b762f536d33426]
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Email Sent
BRITT ·
email sent
Re: Next Steps and Documents for Review (Wed, 7 Jan 2026) [19b99b95a9186ded]
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Email Received
BRITT ·
note
Re: Next Steps and Documents for Review (Tue, 6 Jan 2026) [19b94480d57a5a32]
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Email Received
BRITT ·
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Re: Next Steps and Documents for Review (Thu, 8 Jan 2026) [19b9e22de46f30ff]
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Email Sent
BRITT ·
email sent
Re: Next Steps and Documents for Review (Wed, 7 Jan 2026) [19b99d5ab05f967a]
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Email Sent
BRITT ·
email sent
Re: Next Steps and Documents for Review (Sun, 11 Jan 2026) [19baff295c847f92]
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Email Received
BRITT ·
note
Re: Next Steps and Documents for Review (Thu, 8 Jan 2026) [19b9e79a2c22d260]
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Email Sent
BRITT ·
email sent
Re: Next Steps and Documents for Review (Tue, 13 Jan 2026) [19bb89fcee1c5735]
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Email Received
BRITT ·
note
Re: Next Steps and Documents for Review (Tue, 13 Jan 2026) [19bb89df90bcc606]
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Email Received
BRITT ·
note
Re: Next Steps and Documents for Review (Tue, 13 Jan 2026) [19bb8cf5c4566e84]
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Email Sent
BRITT ·
email sent
Re: Next Steps and Documents for Review (Tue, 13 Jan 2026) [19bb8a3a26b1c9fa]
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Updated
BRITT ·
note
Client record updated
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Prefiling
BRITT ·
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Moved to Questionnaire Returned
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Updated
BRITT ·
note
Client record updated
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Prefiling
BRITT ·
note
Advanced to Retainer Signed
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Calendar Event
BRITT ·
note
SU CALL Consult — Attorney Springer — 2025-12-31 at 11:00
Total 73
Emails 9
Docs 19
Calls 0