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Quote expiring follow-up completed: Emailed client
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Follow-up in 30 days (2026-02-18): follow up due
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Follow-up in 30 days (2026-02-18): follow up due
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CLOSED - Never follow up: Client decided not to file
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Skipped - follow up in 7 days (2026-01-25): Client waiting for tax refund in February
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14-day follow-up completed: Emailed client - waiting for tax refund
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Client record updated
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After-consult email sent
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Email Received
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Re: Missed Consultation (Wed, 10 Dec 2025) [19b09b8eed63b8a5]
Email Sent
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email sent
Missed Consultation (Wed, 10 Dec 2025) [19b09b0875693732]
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Springer Law Firm Chapter 7 Bankruptcy Information (Wed, 10 Dec 2025) [19b0a264efb4f216]
Updated
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Client record updated
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Client record updated
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Client record updated
Calendar Event
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SU CALL Consult — Attorney Springer — 2025-12-10 at 15:00
Email Sent
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email sent
TO: Leniyah Pulliam <[email protected]> SUBJECT: Springer Law Firm Chapter 7 Bankruptcy Information DATE: Wed, 10 Dec 2025 3:24 PM Hi Leniyah: Thank you for consulting with our firm regarding bankruptcy. We're here to assist you every step of the way. Please find attached the document titled "Bankruptcy Chapter 7 Process." Once you have reviewed the materials and are ready to proceed, please let us know so that we can prepare and send you the retainer agreement. Brittney Legal As
Email Sent
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email sent
TO: Leniyah Pulliam <[email protected]> SUBJECT: Re: Missed Consultation DATE: Wed, 10 Dec 2025 1:31 PM Hi Leniyah: Checked his calendar he should be available around 3pm. Possibly 2:45pm. He should be calling once he finishes up with the appointment before that. I will update our calendar. Thank you, Brittney Legal Assistant Springer Law Firm
Email Received
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FROM: Leniyah Pulliam <[email protected]> SUBJECT: Re: Missed Consultation DATE: Wed, 10 Dec 2025 1:24 PM I am available anytime today.
Email Sent
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email sent
TO: Leniyah Pulliam <[email protected]> SUBJECT: Missed Consultation DATE: Wed, 10 Dec 2025 1:15 PM Hi Leniyah: I had an appointment set up with you today at 12:00PM but I had a Court hearing that went a lot longer than expected. I apologize for missing the appointment, and would be more than happy to reschedule to a different time if that would work for you. Thanks, Dan Springer
Email Sent
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email sent
TO: Leniyah Pulliam <[email protected]> SUBJECT: Upcoming Consultation with Springer Law Firm DATE: Mon, 8 Dec 2025 4:40 PM Consultation reminder sent for 12/10 at 12pm.
Total 21
Emails 7
Docs 0
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