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Quick Log Activity
Payment received via Square (#001782)
system ·
payment received
Client: Deshuan Pryor, Amount: $50.00
Document received: Questionnaire(1).pdf
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doc received
Downloaded from email ([email protected]), category: questionnaire
Document received: Individual PreReview Retainer.pdf
system ·
doc received
Downloaded from email ([email protected]), category: retainer_agreement
Document received: Transcript .pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
Document received: Tax return transcript .pdf
system ·
doc received
Downloaded from email ([email protected]), category: tax_returns
Note
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note
Note
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[Claude] Removed from unpaid invoices - no invoice is actually out. Client remains on hold.
Hold Zone
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Moved to Hold Zone (tracker stage) from "On Hold": On hold
Reviewed
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Docs in - may need review scheduled
Updated
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Client record updated
Updated
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Client record updated
Updated
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Client record updated
Email Sent
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email sent
After-consult email sent
Email Received
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Re: Payment Received & Next Steps (Fri, 2 Jan 2026) [19b7f2f415156c9a]
Email Sent
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email sent
Payment Received & Next Steps (Thu, 1 Jan 2026) [19b7c013337b43c7]
Email Received
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note
Re: Updated Tracker (Mon, 5 Jan 2026) [19b8e88374016a22]
Email Sent
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email sent
Updated Tracker (Sat, 3 Jan 2026) [19b845721d2f9baa]
Email Received
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note
Re: Updated Tracker (Mon, 5 Jan 2026) [19b8f9ff7997cec7]
Email Sent
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email sent
Re: Updated Tracker (Mon, 5 Jan 2026) [19b8f71b3cb22474]
Email Sent
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email sent
Re: Updated Tracker (Mon, 5 Jan 2026) [19b8fa3587a4ddf2]
Email Received
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note
Re: Updated Tracker (Mon, 5 Jan 2026) [19b90a0c2a43f4fd]
Email Sent
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email sent
Re: Updated Tracker (Mon, 5 Jan 2026) [19b901baea5b2549]
Email Sent
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email sent
Re: Updated Tracker (Mon, 5 Jan 2026) [19b90e714632952c]
$
Payment
BRITT ·
payment
Payment received via Square - Invoice #001782 (Jan 1, 2026)
Invoice
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Invoice #001782 sent via Square (Jan 1, 2026)
Updated
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Client record updated
Updated
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Client record updated
Note
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On Hold due to major issues with taxes- Dan will not move forward with case until resolved
Updated
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Client record updated
Updated
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Client record updated
Updated
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Client record updated
Calendar Event
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SU CALL Consult — Attorney Springer — 2025-12-29 at 09:30
Total 32
Emails 7
Docs 4
Calls 0