Communications
Activity timeline, email, and quick logging for Jada Jones
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Quick Log Activity
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doc received
Document received: IMG_2465.jpeg
system
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Downloaded from email ([email protected]), category: other
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note
Note
BRITT
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[Claude] Payment sync: Marked fees_paid_in_full. $813 paid = $813 quoted.
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status change
Status Change
BRITT
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Schedule Review → Filed
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note
Stage Change
BRITT
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prefiling → filed
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note
Pipeline
BRITT
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Moved to null
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note
[Claude]
BRITT
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Recorded $381.50 payment from 2/22 (Invoice #001846). Total payments: $50 + $381.50 + $381.50 = $813. PAID IN FULL. Balance $0.
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note
[Claude]
BRITT
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Two payments recorded: $50 retainer (Invoice #001844, 2/19) + $381.50 (Invoice #001847, 2/20). Total paid: $431.50. Remaining balance: $381.50 (invoice outstanding). Updated CRM amounts.
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status change
Status Change
BRITT
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Retained → Schedule Review
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note
Pipeline
BRITT
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Moved to schedule_review
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payment
Payment
BRITT
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$381.5 received (total: $813)
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payment
Payment
BRITT
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payment payment recorded: $381.50 (square)
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payment
Payment
BRITT
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payment payment recorded: $381.50 (square)
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payment
Payment
BRITT
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retainer payment recorded: $50.00 (square)
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note
Note
BRITT
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$
payment
Payment
BRITT
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$381.5 received (total: $431.5)
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status change
Status Change
BRITT
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Quoted → Retained
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payment
Payment
BRITT
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$50 received (total: $50)
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note
Retainer
BRITT
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Retainer signed
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note
Note
BRITT
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[Claude] Sync: Pre-filing credit counseling certificate received from Abacus CC on 2/19.
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note
Note
BRITT
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email sent
Email
BRITT
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Consult follow-up email sent
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note
Note
BRITT
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[Claude] Drafted Ch.13 after-consult email to [email protected]. Draft in dspringerlaw under Britt Draft Emails From Claude label. Attachments needed: Soft Quote PDF, Client Questionnaire Guide, After Ch.13 Consult How to Get Started, Questionnaire.
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note
Note
BRITT
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[Claude] Created client record. MKB SU CALL 2/18 - Ch.13, quoted $813, wage garnishment starting 2/27. After-consult email draft pending.