Communications
Activity timeline, email, and quick logging for Rebecca Rose
Send Email
Quick Log Activity
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payment received
Payment received via Square (#001915)
system
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Client: Rebecca Rose, Amount: $1000.00
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doc received
Document received: Rose Rebecca Client Questionnaire.pdf
system
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Downloaded from email ([email protected]), category: questionnaire
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doc received
Document received: Expenditures.xlsx
system
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Downloaded from email ([email protected]), category: other
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doc received
Document received: Summarized Accounting 09-2025 to 02-2026.pdf
system
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Downloaded from email ([email protected]), category: other
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doc received
Document received: Total Debt as of 02202026.xlsx
system
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Downloaded from email ([email protected]), category: other
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doc received
Document received: Rose Rebecca Client Questionnaire.pdf
system
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Downloaded from email ([email protected]), category: questionnaire
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drafting
Track 2 PDFs generated
claude_code
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Generated 10-form filing packet: /Users/ralphwiggum/Documents/SpringerLaw/bankruptcy-forms/filled/Rebecca_Rose_packet.pdf
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payment
Square payment: $425.00
square_import
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Payment of $425.00 via Square on 2025-12-09. Client: Rebecca Rose. Ref: DhCzj37Hw2F9tmMzA4iwvlmHqxAZY
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payment
Square payment: $425.00
square_import
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Payment of $425.00 via Square on 2025-12-30. Client: Rebecca Rose. Ref: P9XczqFTzCWCQNtoK8F0dtGurlWZY
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note
Assessment Report Generated
Claude Code
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Thin intake assessment generated. 16 items needed. Case has consultation notes but requires full client documents before drafting. Output: /Users/ralphwiggum/Desktop/BestCase-Queue/Completed/Rose_Rebecca_2026-03-08/