Communications
Activity timeline, email, and quick logging for Darian T Shelton
Send Email
Quick Log Activity
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doc received
Document received: check17.png
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Downloaded from email ([email protected]), category: other
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doc received
Document received: CamScanner 03-17-2026 16.25.pdf
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Document received: CamScanner 03-15-2026 17.29.pdf
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Document received: CamScanner 03-15-2026 17.34.pdf
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Document received: CamScanner 03-15-2026 19.42.pdf
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Downloaded from email ([email protected]), category: other
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payment received
Payment received via Square (#001873)
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Client: Darian Shelton, Amount: $300.00
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Document received: statement_2026-01-31.pdf
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Downloaded from email ([email protected]), category: bank_statements
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Document received: statement_2026-02-28.pdf
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Document received: statement_2026-01-31.pdf
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Document received: statement_2026-02-28.pdf
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Downloaded from email ([email protected]), category: other
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payment received
Payment received via Square (#001794)
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Client: Darian Shelton, Amount: $550.00
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doc received
Document received: Questionnaire for lawyer.pdf
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Downloaded from email ([email protected]), category: questionnaire
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Document received: CamScanner 01-20-2026 19.24.pdf
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Document received: CamScanner 01-20-2026 19.27.pdf
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Document received: CamScanner 01-22-2026 17.33.pdf
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Document received: Screenshot_20260123-125451.png
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Document received: CamScanner 03-08-2026 10.42.pdf
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Document received: CamScanner 03-08-2026 11.50.pdf
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Document received: PXL_20260308_170345036.RAW-01.COVER.jpg
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Document received: PXL_20260308_170316105.RAW-01.COVER.jpg
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Document received: PXL_20260308_170325196.RAW-01.COVER.jpg
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Document received: PXL_20260308_170351162.RAW-01.COVER.jpg
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Document received: Tax_Return_Form-03-08-2026-12꞉10.pdf
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Downloaded from email ([email protected]), category: tax_returns
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Document received: IL-1040_Tax_Form-03-08-2026-12꞉14.pdf
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Downloaded from email ([email protected]), category: tax_returns
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Document received: check15.png
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Document received: check14.png
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Document received: check12.png
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doc received
Document received: Abacus_cert.pdf
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Downloaded from email ([email protected]), category: credit_cert
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doc received
Uploaded: 7 Individual PreReview Retainer-agreement - signed.pdf
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Category:
$
payment
Payment received: $150.00
square_import
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Square payment of $150.00 on 2026-02-27 from Darian Shelton via square
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note
Note
BRITT
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[Claude] Payment received: $150 on 2/27/26. Balance corrected to $700. Amount paid corrected to $300. Previous CRM showed $550 paid / $450 balance which did not match - updated per Britt confirmed numbers ($1000 quote, $300 paid, $700 owed).
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note
Email Reviewed
BRITT
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Email: DOCS: pay stubs + bank statements
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Reviewed
BRITT
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On 60-day tracker - paid $550
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Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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email sent
Email Sent
BRITT
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After-consult email sent
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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email sent
Email Sent
BRITT
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Next Steps After Your Consultation (Wed, 31 Dec 2025) [19b759e015c70beb]
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email sent
Email Sent
BRITT
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Next Steps to Move Forward (Mon, 5 Jan 2026) [19b903f870043907]
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note
Email Received
BRITT
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completed client questionnaire (Mon, 5 Jan 2026) [19b902b8cdbbe38c]
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email sent
Email Sent
BRITT
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Re: Next Steps to Move Forward (Mon, 5 Jan 2026) [19b90800b448a15c]
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note
Email Received
BRITT
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Re: Next Steps to Move Forward (Mon, 5 Jan 2026) [19b9065964773822]
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email sent
Email Sent
BRITT
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Fwd: Next Steps to Move Forward (Thu, 8 Jan 2026) [19b9fcf31363e3a0]
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email sent
Email Sent
BRITT
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Re: Next Steps to Move Forward (Thu, 8 Jan 2026) [19ba04a47346f7f5]
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note
Email Received
BRITT
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Re: Next Steps to Move Forward (Thu, 8 Jan 2026) [19ba00b1e7ba6d7a]
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email sent
Email Sent
BRITT
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Next Steps & What to Expect Moving Forward (Tue, 13 Jan 2026) [19bb911d85d498d6]
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note
Invoice
BRITT
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Invoice #001794 sent via Square (Jan 12, 2026)
$
payment
Payment
BRITT
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Payment received via Square - Invoice #001794 (Jan 12, 2026)
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note
Updated
BRITT
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Client record updated
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note
Prefiling
BRITT
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Moved to Retainer Paid
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Updated
BRITT
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Client record updated
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note
Calendar Event
BRITT
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SU CALL Consult — Attorney Springer — 2025-12-31 at 10:00