Communications

Activity timeline, email, and quick logging for Iridiana Morales Cano
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Quick Log Activity
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Document received: 032026 Iridiana Morales Cano cover&reaff.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: March20PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: March6PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Checking UMB FEB26.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 032026 Iridiana Morales Cano cover&reaff.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: B_P32680436309A0023.PDF
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Signature Pages.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: March6PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: March6PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Lio SSI Verification .pdf
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doc received
Downloaded from email ([email protected]), category: id_scan
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Document received: 2. Questionnaire- fillable 19Jan26.pdf
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doc received
Downloaded from email ([email protected]), category: questionnaire
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Document received: 1768846138294blob.jpg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Savings-XXXXXX6279-1108.76_AccountStatement_12312025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Savings-XXXXXX6279-1108.76_AccountStatement_10312025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Savings-XXXXXX6279-1108.76_AccountStatement_10132025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Savings-XXXXXX6279-1108.76_AccountStatement_09302025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-September-2025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-October-2025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-November-2025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-July-2025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-January-2026.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-December-2025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-August-2025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_12122025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_11122025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_10132025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_09142025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_08122025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_07132025.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Checking-XXXXXX2329-7787.57_AccountStatement_01122026.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_September_2025_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_October_2025_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_November_2025_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_July_2025_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_January_2026_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_December_2025_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: 2025 Tax Form.pdf
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doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: 2024 Tax Form.pdf
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doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: 2025 Tax Form.pdf
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doc received
Downloaded from email ([email protected]), category: tax_returns
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Document received: IMG_3519.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_4067.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_3519.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_4067.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: February20PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: February6PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: January23PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: January9PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Dec26-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Dec12-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Nov28-2025PayStub.pdf
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Downloaded from email ([email protected]), category: paystubs
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Document received: Nov14-2025PayStub.pdf
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Downloaded from email ([email protected]), category: paystubs
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Document received: Oct31-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Oct17-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Oct3-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Sep19-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Sep5-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Aug22-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: Aug8-2025PayStub.pdf
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doc received
Downloaded from email ([email protected]), category: paystubs
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Document received: IMG_3519.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: IMG_4067.jpeg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: 4. Additional Creditors List- Fillable.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: UMB Checking Jan-Feb 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: UMB Savings Jan-Feb 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Chime-Savings-Statement-February-2026.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Checking-Statement-February-2026.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_February_2026_Account_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_February_2026_Savings_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Chime-Savings-Statement-January-2026.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_January_2026_Savings_Statement.pdf
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doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: UMB Savings Jan-Feb 2026.pdf
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Pre-Credit Counseling Course 2026.pdf
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doc received
Downloaded from email ([email protected]), category: credit_cert
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Note
BRITT ·
note
[Claude] Iridiana Morales paid $800 on 3/3 (inv #001861). Total paid: $1000. Balance: $313.
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Payment
BRITT ·
payment
payment payment recorded: $800.00
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Status Change
BRITT ·
status change
Pending Pipeline Entry → Retained
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Note
BRITT ·
note
[Claude] Iris sent bank statements 3/2: UMB Savings Jan-Feb 2026, Cash App Jan 2026 savings, Chime Savings Jan 2026. Britt had requested Jan statements for Chime/Cash App/UMB. Iris noted UMB combines multiple months in one statement.
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Status Change
BRITT ·
status change
Gathering Docs → Pending Pipeline Entry
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Pipeline
BRITT ·
note
Entered Pending Pipeline Entry (fees): 3/2/26 client has docs ready, working on cc, and then paying remaining fees
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Note
BRITT ·
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[Claude] Iris emailed photo ID and SSN card on 2/28. Still needs: bank statements (Jan/Feb UMB), credit counseling course, and remaining $650 in fees. She will send UMB statements when available and complete CC1 when closer to filing.
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Note
BRITT ·
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[Claude] Iris emailed photo ID, SSN card, and paystubs on 2/28/2026. Docs flagged on record. Still needs: bank statements (UMB Jan/Feb, Cash App Feb, Chime Feb), credit counseling course, and remaining fees ($650).
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Note
BRITT ·
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[Claude] Per Britt 3/1/2026: Iridiana is almost ready for review. Still needs: (1) bank statements, (2) credit counseling course, (3) remaining fees ($650 balance). Updated status to Gathering Docs.
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Status Change
BRITT ·
status change
Hold Zone → Gathering Docs
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Note
BRITT ·
note
[Claude] Square invoice #001848 paid $50 on 2/23/2026. Total paid: $200. Balance: $650.
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Payment
BRITT ·
payment
$50 received (total: $200)
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Note
BRITT ·
note
[Claude] Iris sent repayment details to Margaret (personal loan - $1,364 borrowed, $1,090 repaid). Clarified IL Bank and Trust = UMB transition. Waiting on Jan/Feb UMB statements. Sent 2 zip files with bank statements. Still needs: 7 months income, photo ID, SSN card, credit counseling.
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Note
BRITT ·
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[Claude] Placed on Hold Zone per Britt. Reason: IRS issue - huge tax refund and bank account problems. On 60-day tracker hold until resolved.
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Status Change
BRITT ·
status change
Retained → Hold Zone
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Note
BRITT ·
note
[Claude] Client emailed MASSIVE doc package (26+ attachments): 2024 & 2025 tax returns, Cash App statements (Jul-Jan 2026), checking account statements (Jul-Jan 2026), Chime checking statements (Jul-Jan 2026), savings account statements (Sep-Dec 2025). Toggled doc_tax_returns and doc_bank_statements. Britt asked about 2025 refund status - Iris sent 2025 Tax Form in follow-up confirming yes.
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Note
BRITT ·
note
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Note
BRITT ·
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[Claude] Updated retainer_signed to 1. Adobe Sign confirmed retainer signed and filed 2/23/2026.
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Retainer
BRITT ·
note
Retainer signed
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Note
BRITT ·
note
$
Payment
BRITT ·
payment
$50 received (total: $150)
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[Claude]
BRITT ·
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Cleared questionnaire_in flag � client just entered 60-day tracker with retainer payment. Not at questionnaire stage yet.
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[Claude]
BRITT ·
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Recorded 2nd payment $50 from today (Invoice #001848). Total paid: $100. Balance: $750.
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[Claude]
BRITT ·
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Retainer payment $50 received. Status updated from Quoted to Retained. Added to 60-day tracker. Balance: $800. Quote: $850.
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Payment
BRITT ·
payment
payment payment recorded: $50.00 (square)
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Status Change
BRITT ·
status change
Quoted → Retained
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Payment
BRITT ·
payment
$50 received (total: $50)
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Retainer
BRITT ·
note
Retainer paid
$
Payment
BRITT ·
payment
retainer payment recorded: $50.00 (square)
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Reviewed
BRITT ·
note
follow up due: Iridiana Morales
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Questionnaire
BRITT ·
note
PAUSED - On Hold: 1/19 emailed asking for clarifications
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Reviewed
BRITT ·
note
Waiting on questionnaire clarifications
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Email Reviewed
BRITT ·
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Email: Re: Following Up
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Email Reviewed
BRITT ·
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Email: Re: Following Up After Your Consultation
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Questionnaire
BRITT ·
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RESOLVED - Off Hold: Clarifications received
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Questionnaire
BRITT ·
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RESOLVED - Off Hold: just checking the system
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Reviewed
BRITT ·
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Waiting on questionnaire clarifications
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Note
BRITT ·
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1/19/26 - Questionnaire received. Sent email with clarification questions.
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Batch Update
BRITT ·
note
Marked as consulted based on past consult_date
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Email Sent
BRITT ·
email sent
After-consult email sent
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Email Sent
BRITT ·
email sent
Upcoming Consultation with Springer Law Firm (Fri, 31 Oct 2025) [19a3b4579b67ad13]
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Email Sent
BRITT ·
email sent
Following Up After Your Consultation (Tue, 6 Jan 2026) [19b93f748c7663b3]
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Updated
BRITT ·
note
Client record updated
Total 114
Emails 3
Docs 71
Calls 0