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Quick Log Activity
Payment received via Square (#001895)
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payment received
Client: Dakota Paris, Amount: $850.00
Note added
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Note: Dakota Paris goes by Kody Paris in emails ([email protected]).
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Moved to Inactive - no response since Dec 2, 2025. Multiple follow-up attempts with no reply.
Status Change
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status change
Retainer Sent → Inactive
Status Change
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status change
Retained → Retainer Sent
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Entered 60-Day Tracker
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Retainer signed - awaiting payment
Worklist Action
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[britt] needs follow up Result: RESOLVED: needs follow up | Outcome: sent email to client on 1/19/26 Checking in - Still considering bankruptcy?
Worklist Action
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[Britt] Snoozed task: needs follow up | Follow up: 2026-01-27 (7 days) | Reason: Testing snooze feature
Quick Move
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Retainer sent: Ready to send retainer - client confirmed
Reviewed
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follow up due: Dakota Paris
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Client record updated
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Client record updated
Batch Update
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Marked as consulted based on past consult_date
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Client record updated
Email Sent
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email sent
After-consult email sent
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Client record updated
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Client record updated
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Client record updated
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Client record updated
Total 20
Emails 1
Docs 0
Calls 0