Communications

Activity timeline, email, and quick logging for Brooke Schueler
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Quick Log Activity
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Payment received via Square (#001799)
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payment received
Client: Brooke Schueler, Amount: $50.00
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Document received: Questionnaire.pdf
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doc received
Downloaded from email ([email protected]), category: questionnaire
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Hold Zone
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Moved to Hold Zone (tracker stage) from "Retained": On hold
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Hold Zone Exit
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Retainer paid - entered 60-Day Tracker
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Payment
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payment
Payment received via Square - Invoice #001799 - $50 (2026-01-16)
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Hold Zone
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Moved to Hold Zone from "Gathering Docs": 1/23 recent car accident- working with personal injury attorney - don't collect $50 until hold lifted
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Email Reviewed
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Email: SIGNED: PreReview Retainer Agreement
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Email Reviewed
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Email: Re: Next Steps & What to Expect Moving Forward
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Email Reviewed
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Email: Re: Next Steps & What to Expect Moving Forward
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Email Reviewed
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Email: Re: Next Steps & What to Expect Moving Forward
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Reviewed
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Email: Re: Next Steps & What to Expect Moving Forward
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Email Reviewed
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Email: Re: Next Steps & What to Expect Moving Forward
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Reviewed
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On 60-day tracker - paid $50
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Updated
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Client record updated
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Updated
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Client record updated
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Status Change
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status change
Changed to Gathering Docs
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Updated
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Client record updated
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Follow-up
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14-day follow-up completed
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
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Updated
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Client record updated
$
Payment
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payment
payment payment recorded: $50.00
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Updated
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Client record updated
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Calendar Event
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SU CALL Consult — Attorney Springer — 2026-01-15 at 14:00
Total 30
Emails 0
Docs 1
Calls 0