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Quick Log Activity
Payment received via Square (#001805)
system ·
payment received
Client: Terri Theurer, Amount: $50.00
Document received: 1000002784.jpg
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doc received
Downloaded from email ([email protected]), category: other
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Document received: Scanned_20260219-2102.pdf
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Document received: Social Security Card.pdf
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Document received: Scanned_20260219-2212.pdf
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Ch-7 TML 26-80285 Terri M. Theurer Personal Financial Management Course
court_email_import ·
court notice
Court notice: Personal Financial Management
Court: Personal Financial Management Course
court_email ·
filing
Court notification email received from ILNB.
Note
BRITT ·
note
[Claude] Terri Theurer - Personal Financial Management Course (CC2) filed with court 3/6/2026 (26-80285). Britt confirmed receipt with client.
Work Queue
BRITT ·
note
Marked as done in work queue
Status Change
BRITT ·
status change
Schedule Review → Filed
Stage Change
BRITT ·
note
prefiling → filed
Pipeline
BRITT ·
note
Moved to null
Note
BRITT ·
note
Pipeline
BRITT ·
note
Moved to waiting_sigpages
Pipeline
BRITT ·
note
Moved to review
Status Change
BRITT ·
status change
Retained → Schedule Review
Pipeline
BRITT ·
note
Moved to schedule_review
Email Reviewed
BRITT ·
note
Email: Required documents
$
Payment
BRITT ·
payment
Square payment of $50.00 synced from email
Status Change
BRITT ·
status change
Retainer Sent → Retained
Retainer
BRITT ·
note
Retainer signed
$
Payment
BRITT ·
payment
Payment received via Square - Invoice #001805 - $50 (2026-01-24)
Retainer
BRITT ·
note
Retainer signed
Retainer
BRITT ·
note
Retainer signed
Status Change
BRITT ·
status change
Gathering Docs → Retainer Sent
follow_up
BRITT ·
note
Britt followed up - client says she is working on the questionnaire and will get it over to us shortly.
Email Reviewed
BRITT ·
note
Email: CC COMPLETED
Reviewed
BRITT ·
note
Follow-up in 14 days (2026-02-02): follow up due
Follow-up Set
BRITT ·
note
Follow-up in 14 days (2026-02-02): follow up due
Reviewed
BRITT ·
note
Follow-up in 1 day (2026-01-18): Sent: credit counseling
Follow-up Set
BRITT ·
note
Follow-up in 1 day (2026-01-18): Sent: credit counseling
Updated
BRITT ·
note
Client record updated
Follow-up
BRITT ·
note
14-day follow-up completed
Email Sent
BRITT ·
email sent
After-consult email sent
Updated
BRITT ·
note
Client record updated
Email Sent
BRITT ·
email sent
Springer Law Firm Chapter 7 Bankruptcy Information (Wed, 3 Dec 2025) [19ae5fc50d4a1bcd]
Updated
BRITT ·
note
Client record updated
Updated
BRITT ·
note
Client record updated
Updated
BRITT ·
note
Client record updated
Calendar Event
BRITT ·
note
SU CALL Consult — Attorney Springer — 2025-12-03 at 14:00
Email Sent
BRITT ·
email sent
TO: [email protected] SUBJECT: Springer Law Firm Chapter 7 Bankruptcy Information DATE: Wed, 3 Dec 2025 2:51 PM Hi Terri: 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." It provides a detailed overview of the Chapter 7 bankruptcy process, including required documents and payment details. Additionally, we've included a "Bankruptcy Checklist" to aid you in
Email Sent
BRITT ·
email sent
TO: [email protected] SUBJECT: Upcoming Consultation with Springer Law Firm DATE: Tue, 2 Dec 2025 9:44 AM Consultation reminder sent.
Total 69
Emails 4
Docs 31
Calls 0