Communications
Activity timeline, email, and quick logging for Janet Griffin
Send Email
Quick Log Activity
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payment received
Payment received via Square (#001909)
system
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Client: Janet Griffin, Amount: $150.00
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payment received
Payment received via Square (#001883)
system
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Client: Janet Griffin, Amount: $300.00
☷
doc received
Document received: a.pdf
system
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Downloaded from email ([email protected]), category: other
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doc received
Document received: image001.png
system
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Downloaded from email ([email protected]), category: other
☷
doc received
Document received: image1.jpeg
system
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Downloaded from email ([email protected]), category: other
✎
payment received
Payment via Square (#001787)
system
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Janet Griffin: $100.00 on 2026-01-21
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payment received
Payment via Square (#001829)
system
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Janet Griffin: $100.00 on 2026-02-06
☷
doc received
Document received: inline.pdf
system
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Downloaded from email ([email protected]), category: other
✎
note
[Claude]
BRITT
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Recorded missed $100 payment from 2/6 (Invoice #001829). Total paid: $200. Balance: $613.
$
payment
Payment
BRITT
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payment payment recorded: $100.00 (square)
✎
note
Note
BRITT
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[Square Sync 2/11] OUTSTANDING: Invoice #001787 - 00 unpaid. Reminder sent 1/16/26. Note: Janet paid #001829 separately but #001787 remains open. Balance: 13.
✎
note
Reviewed
BRITT
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Reviewed from dashboard: Janet Griffin
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note
Email Reviewed
BRITT
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Email: Dashboard review
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note
Reviewed
BRITT
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Reviewed from dashboard: Janet Griffin
✎
note
Email Reviewed
BRITT
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Email: Dashboard review
$
payment
Payment
BRITT
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Square payment of $100.00 synced from email
$
payment
Payment
BRITT
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Payment received via Square - Invoice #001787 - $100 (2026-01-21)
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note
Email Reviewed
BRITT
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Email: Invoice paid - 00
$
payment
Payment
BRITT
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$100 received (total: $100)
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note
Email Received
BRITT
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Square Payment Received (Jan 21, 2026)
Janet Griffin paid invoice #001787 for $100.00
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note
Quick Move
BRITT
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Entered 60-Day Tracker
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note
Reactivated
BRITT
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Reactivated - Awaiting Payment: Client called back
✎
note
Pipeline
BRITT
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Moved to null
⚙
status change
Status Change
BRITT
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Schedule Review → Retainer Sent
✎
note
Pipeline
BRITT
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Auto-entered filing pipeline - Schedule Review (60-day tracker stopped)
✎
note
Updated
BRITT
·
Client record updated
✎
note
Updated
BRITT
·
Client record updated
✎
note
Worklist Action
BRITT
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[System] Send after-consult email
Result: Test task - removed
✉
email sent
Email Sent
BRITT
·
After-consult email sent
✎
note
Note
BRITT
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1/15/26 client is almost ready but hasn't paid
✎
note
Updated
BRITT
·
Client record updated
✎
note
Updated
BRITT
·
Client record updated
✎
note
Updated
BRITT
·
Client record updated
✎
note
Updated
BRITT
·
Client record updated
✎
note
Updated
BRITT
·
Client record updated
✉
email sent
Email Sent
BRITT
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Test with Snippet After Restart (2026-01-14)
This is a test snippet that should now appear in the case log. It shows the first 200 characters of the email body. [test789]
✉
email sent
Email Sent
BRITT
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New Test with Snippet (2026-01-14) [test456]
✉
email sent
Email Sent
BRITT
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Test Email with Snippet (2026-01-14) [test123]
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note
Invoice
BRITT
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Invoice #001784 sent via Square (Jan 3, 2026)
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note
Invoice
BRITT
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Invoice #001787 sent via Square (Jan 8, 2026)
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note
Calendar Event
BRITT
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SU CALL Consult — Attorney Blissenbach — 2026-01-10 at 12:00
✎
note
Updated
BRITT
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Client record updated