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Quick Log Activity
Note
BRITT ·
note
[Claude] Dakota Rousch paid $800 attorney fees in full via Square on 3/5/2026. Balance $0. Status updated to Retained. 60-day tracker activated.
Status Change
BRITT ·
status change
Consulted → Retained
Retainer
BRITT ·
note
Retainer paid
$
Payment
BRITT ·
payment
payment payment recorded: $800.00
Note
BRITT ·
note
[Claude] Reactivated client per Britt. Updated email to [email protected] (was [email protected]). Quote $800 valid 6 months from 12/8/25 consult � expires 6/8/26.
Status Change
BRITT ·
status change
Inactive → Consulted
Status Change
BRITT ·
status change
New Lead → Inactive
Follow-up
BRITT ·
note
Quote expiring follow-up completed: Emailed client
Reviewed
BRITT ·
note
Follow-up in 14 days (2026-01-31): Interested - saving for retainer
Follow-up Set
BRITT ·
note
Follow-up in 14 days (2026-01-31): Interested - saving for retainer
Follow-up
BRITT ·
note
Skipped 14-day follow-up - will resurface at 45 days
Worklist Action
BRITT ·
note
[Britt] CONFIRM STATUS: Consulted / Missed / Turned Away? Phone: 815-590-9013 Result: Confirmed: Consulted 12/8/25
Note
BRITT ·
note
Follow-up snoozed 7 days
Note
BRITT ·
note
No email address - cannot send after-consult email
Updated
BRITT ·
note
Client record updated
Calendar Event
BRITT ·
note
SU CALL Consult — Attorney Springer — 2025-12-08 at 09:30
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