Communications

Activity timeline, email, and quick logging for Yvonne Harris
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Quick Log Activity
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Note
BRITT ·
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[Claude] Yvonne Harris has a discovery of assets issue. Needs check-in call/email per Britt. 3/1/2026.
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Note
BRITT ·
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Payment
BRITT ·
payment
Payment deleted: payment $700.00
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Note
BRITT ·
note
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Note
BRITT ·
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[Claude] Fixed: Quote corrected $250 ? $750. Added $50 retainer payment record. Now showing on 60-day tracker (cycle starts 2/20, ends 4/20). Balance: $700.
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Payment
BRITT ·
payment
payment payment recorded: $700.00
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Status Change
BRITT ·
status change
Retained → Gathering Docs
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Note
BRITT ·
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[Claude] Yvonne paid remaining $700. Now paid in full ($750). Status ? Gathering Docs, 60-day tracker started.
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Payment
BRITT ·
payment
retainer payment recorded: $50.00 (square)
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Status Change
BRITT ·
status change
Retainer Sent → Retained
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Retainer
BRITT ·
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Retainer paid
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Note
BRITT ·
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[Square Sync 2/11] OUTSTANDING: Invoice #001798 - 0 unpaid. Multiple reminders (last 1/17/26). Retainer signed but case-opening fee not paid.
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Reviewed
BRITT ·
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follow up due: Yvonne Harris
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Follow-up
BRITT ·
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14-day follow-up completed: Follow-up completed
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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 ·
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Client record updated
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Updated
BRITT ·
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Client record updated
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Prefiling
BRITT ·
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Advanced to Retainer Signed
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Updated
BRITT ·
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Client record updated
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Email Sent
BRITT ·
email sent
Upcoming Consultation with Springer Law Firm (Tue, 30 Dec 2025) [19b70814cfad6835]
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Email Sent
BRITT ·
email sent
Re: Yvonne Harris (Mon, 12 Jan 2026) [19bb3373fa0e0040]
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Email Received
BRITT ·
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Yvonne Harris (Mon, 12 Jan 2026) [19bb3042ba9457aa]
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Email Sent
BRITT ·
email sent
Re: Yvonne Harris (Mon, 12 Jan 2026) [19bb480625715959]
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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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Prefiling
BRITT ·
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Moved to Questionnaire Returned
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Updated
BRITT ·
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Client record updated
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Prefiling
BRITT ·
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Advanced to Retainer Signed
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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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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 — 2025-12-31 at 12:00
Total 34
Emails 4
Docs 0
Calls 0