Communications
Activity timeline, email, and quick logging for Eric Sara McDermott
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Quick Log Activity
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payment received
Payment received via Square (#001838)
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Client: Eric and Sara McDermott, Amount: $813.00
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doc received
Document received: 2026-01-23 Statement - USB Home 6471.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: 2025-12-19 Statement - USB Home 6471.pdf
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Downloaded from email ([email protected]), category: bank_statements
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doc received
Document received: 2023_TaxReturn.pdf
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Downloaded from email ([email protected]), category: tax_returns
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doc received
Document received: 2024_TaxReturn 2.pdf
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Downloaded from email ([email protected]), category: tax_returns
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doc received
Document received: 2022_TaxReturn.pdf
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Downloaded from email ([email protected]), category: tax_returns
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doc received
Document received: IMG_1653.png
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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doc received
Document received: 2. Questionnaire- fillable (44).pdf
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Downloaded from email ([email protected]), category: questionnaire
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Document received: IMG_1653.png
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
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Downloaded from email ([email protected]), category: other
$
payment
Square payment: $800.00
square_import
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Payment of $800.00 via Square on 2026-02-10. Client: Eric McDermott. Ref: D1KO3yvD0wISTwOvQyqeVUR7xgKZY
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court notice
Ch-13 TML 26-80301 Eric Michael McDermott and Sara Jean McDermott Notice of Chapter 13 Bankruptcy Case
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Court notice: Notice of Chapter
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court notice
Ch-13 TML 26-80301 Eric Michael McDermott and Sara Jean McDermott Notice of Debtor's Prior Filings
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Court notice: Notice of Debtor's Prior Filings
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court notice
Ch-13 TML 26-80301 Eric Michael McDermott and Sara Jean McDermott Meeting of Creditors 13
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Court notice: Meeting of Creditors
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court notice
Ch-13 TML 26-80301 Eric Michael McDermott and Sara Jean McDermott BNC Certificate of Notice - Meeting of Creditors
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Court notice: BNC Certificate of Notice
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court notice
Proof of Claim Ch-13 TML 26-80301 Eric Michael McDermott and Sara Jean McDermott
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Court notice: Proof of Claim
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filing
Court: Proof of Claim
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Court notification email received from ILNB.
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status change
Status Change
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Schedule Review → Filed
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note
Stage Change
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prefiling → filed
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Pipeline
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Moved to null
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[Claude]
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Balance corrected from $1,400 to $587. Payment of $813 (Invoice #001838, 2/10) was already recorded but balance was not updated.
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Pipeline
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Moved to waiting_sigpages
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Note
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Note
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note
Note
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[Claude] Marked retainer as signed. Ch.13 (MKB) - removed from Awaiting Signatures tracking per Britt.
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note
Retainer
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Retainer signed
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payment
Payment
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$813 received (total: $813)
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payment
Payment
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retainer payment recorded: $813.00 (square)
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payment
Payment
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Payment received via Square - Invoice #001838 - $813 (2026-02-10)
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status change
Status Change
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Retainer Sent → Schedule Review
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note
Pipeline
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Moved to schedule_review
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status change
Status Change
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Gathering Docs → Retainer Sent
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Calendar Event
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SU CALL Consult — Attorney Blissenbach — 2026-02-05 at 15:00
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status change
Status Change
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SU Call → Gathering Docs