Communications

Activity timeline, email, and quick logging for Melinda Morris
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Quick Log Activity
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Follow-up
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note
14-day follow-up completed: Emailed client
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Email
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email sent
Consult follow-up email sent
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Batch Update
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Marked as consulted based on past consult_date
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Email Sent
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email sent
Bankruptcy Information (Thu, 31 Oct 2019) [16e22ae8b82897c3]
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Email Sent
BRITT ·
email sent
Next Steps After Your Consultation (Mon, 12 Jan 2026) [19bb4661550e168c]
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Updated
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Client record updated
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Calendar Event
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SU CALL Consult — Attorney Springer — 2026-01-12 at 10:00
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Note
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After consult email sent with questionnaire and soft quote (50)
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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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Updated
BRITT ·
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Client record updated
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Updated
BRITT ·
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Client record updated
Total 13
Emails 3
Docs 0
Calls 0