Communications

Activity timeline, email, and quick logging for Heather Louise Margretz
Send Email
Quick Log Activity
☷
Document received: cert40823252 Heather Margretz.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: signature pages.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
✎
Payment via Square (#001836)
system ·
payment received
Heather Margretz: $50.00 on 2026-02-10
✎
Payment received via Square (#001858)
system ·
payment received
Client: Heather Margretz, Amount: $950.00
☷
Document received: 1000045958.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045958.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045958.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: Cash_App_February_2026_Account_Statement_015eca0bd327889f97b1e87e176882176b8e39953480677a122d8b279f71ca339b4925b8c7c1f915aba3e784203df6fe15a1088e68e94ff8f1b53655a5d0030ad8da.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_January_2026_Account_Statement_015eca0bd35ac7fab281277bf36ebcabc4a8d9d9af94856f2963fcc751acf39bfa758d1654b3b7b674bb10f8792469bfc7d42aec76ef0176fdb8b86fdc9b43680442.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_December_2025_Account_Statement_015eca0bd3a7171b2b6e96b6feaa641cf1950f11bf921e5c8ef08c4b7341fe3e8ebd834e285cdb75329c30aa2cf8c9a72a463e284d9a049bc22f36b1b27571b37350.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_February_2026_Account_Statement_015eca0bd327889f97b1e87e176882176b8e39953480677a122d8b279f71ca339b4925b8c7c1f915aba3e784203df6fe15a1088e68e94ff8f1b53655a5d0030ad8da.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_January_2026_Account_Statement_015eca0bd35ac7fab281277bf36ebcabc4a8d9d9af94856f2963fcc751acf39bfa758d1654b3b7b674bb10f8792469bfc7d42aec76ef0176fdb8b86fdc9b43680442.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_December_2025_Account_Statement_015eca0bd3a7171b2b6e96b6feaa641cf1950f11bf921e5c8ef08c4b7341fe3e8ebd834e285cdb75329c30aa2cf8c9a72a463e284d9a049bc22f36b1b27571b37350.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: 1000045973.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045971.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045969.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045967.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045965.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: Cash_App_February_2026_Account_Statement_015eca0bd327889f97b1e87e176882176b8e39953480677a122d8b279f71ca339b4925b8c7c1f915aba3e784203df6fe15a1088e68e94ff8f1b53655a5d0030ad8da.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_January_2026_Account_Statement_015eca0bd35ac7fab281277bf36ebcabc4a8d9d9af94856f2963fcc751acf39bfa758d1654b3b7b674bb10f8792469bfc7d42aec76ef0176fdb8b86fdc9b43680442.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: Cash_App_December_2025_Account_Statement_015eca0bd3a7171b2b6e96b6feaa641cf1950f11bf921e5c8ef08c4b7341fe3e8ebd834e285cdb75329c30aa2cf8c9a72a463e284d9a049bc22f36b1b27571b37350.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
☷
Document received: 1000045958.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045971.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045973.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045967.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045969.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000045965.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000046016.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000046014.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000046012.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000046010.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000046008.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
☷
Document received: 1000046006.jpg
system ·
doc received
Downloaded from email ([email protected]), category: other
✎
Note
BRITT ·
note
[Claude] Heather Margretz paid $950 on 3/2 (inv #001858). NOTE: Was already paid in full ($1000/$1000). This $950 may be for court fees, additional services, or ch.13 plan payments. Flagging for Britt to review.
$
Payment
BRITT ·
payment
payment payment recorded: $950.00
⚙
Status Change
BRITT ·
status change
Pending Pipeline Entry → Retained
$
Payment
BRITT ·
payment
$950 received (total: $1000)
✎
Note
BRITT ·
note
[Claude] Payment received: $50. Total paid: $100 ($50 retainer + $50). Balance: $900.
✎
Note
BRITT ·
note
[Claude] Heather confirmed via email she dropped off documents at the office. Paid $950 today (invoice #001858), total now $1,000 paid in full. Britt emailed payment confirmation.
✎
Note
BRITT ·
note
[Claude] Heather paid $950 (invoice #001858 on 3/2) + previous $50 retainer = $1,000 total. Paid in full. Per Britt: not ready to review yet but close.
$
Payment
BRITT ·
payment
$950 received (total: $1000)
⚙
Status Change
BRITT ·
status change
Retained → Pending Pipeline Entry
✎
Pipeline
BRITT ·
note
Entered Pending Pipeline Entry (docs): 3/2/26 paid in full- dropping updated docs at office
✎
[Claude]
BRITT ·
note
Balance set to $950 (was null). Quote $1,000, paid $50.
$
Payment
BRITT ·
payment
$50 received (total: $50)
$
Payment
BRITT ·
payment
payment payment recorded: $50.00 (square)
$
Payment
BRITT ·
payment
Payment received via Square - Invoice #001836 - $50 (2026-02-10)
⚙
Status Change
BRITT ·
status change
Invoice Sent → Retained
✎
Retainer
BRITT ·
note
Retainer paid
⚙
Status Change
BRITT ·
status change
Retainer Sent → Invoice Sent
✎
Retainer
BRITT ·
note
Retainer signed
⚙
Status Change
BRITT ·
status change
Consulted → Retainer Sent
✎
Calendar Event
BRITT ·
note
SU CALL Consult — Attorney Springer — 2026-01-28 at 11:00
Total 53
Emails 0
Docs 31
Calls 0