Communications

Activity timeline, email, and quick logging for Creal Yancy
Send Email
Quick Log Activity
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Document received: B_P32680423309A0022.PDF
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: Scanned Mar 12, 2026 at 6:44:38 PM.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: Scanned Mar 12, 2026 at 6:44:38 PM.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: Scanned Mar 13, 2026 at 9:40:00 AM.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
$
Square payment: $50.00
square_import ·
payment
Payment of $50.00 via Square on 2026-01-16. Client: Creal Yancy. Ref: zNGIbzCk9qHugxg8UJYGlUfEgfPZY
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Document received: image3.png
DAN ·
doc received
Downloaded from email review page
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Document received: image2.png
DAN ·
doc received
Downloaded from email review page
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Document received: image1.png
DAN ·
doc received
Downloaded from email review page
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Document received: image0.png
DAN ·
doc received
Downloaded from email review page
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Payment via Square (#001803)
system ·
payment received
Creal Yancy: $50.00 on 2026-01-24
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Payment received via Square (#001856)
system ·
payment received
Client: Creal Yancy, Amount: $800.00
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Document received: image3.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image2.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image1.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image0.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: february_2026_monthly_statement.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: january_2026_monthly_statement.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_February_2026_Account_Statement.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: Cash_App_January_2026_Account_Statement.pdf
system ·
doc received
Downloaded from email ([email protected]), category: bank_statements
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Document received: list 6.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: list 5.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: list 4.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: list 3.pdf
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image3.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image2.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image1.png
system ·
doc received
Downloaded from email ([email protected]), category: other
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Document received: image0.png
system ·
doc received
Downloaded from email ([email protected]), category: other
$
Payment
BRITT ·
payment
payment payment recorded: $800.00
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Note
BRITT ·
note
[Claude] Creal Yancy paid $800 via Square (inv #001856) on 3/6/2026. Total paid: $850. Balance $0 - PAID IN FULL.
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Note
BRITT ·
note
[Claude] Moved out of Hold Zone to Retained. Creal requested full balance invoice on 3/1. Invoice #001856 for $800 sent. Once paid she will be at $0 balance. Currently $50 paid of $850.
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Pipeline
BRITT ·
note
Auto-cleared pipeline (status changed to "Retained") - moved back to case tracker
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Status Change
BRITT ·
status change
Hold Zone → Retained
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Note
BRITT ·
note
[Claude] Final invoice of $800 sent to Creal Yancy on 3/1/2026. Once paid, balance will be $0 and client will be fully paid.
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Note
BRITT ·
note
[Square Sync 2/11] OUTSTANDING: Invoice #001803 - 0 unpaid. Reminder sent 1/22/26. Client in Hold Zone.
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Hold Zone
BRITT ·
note
Moved to Hold Zone (review stage): On hold
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Check-in
BRITT ·
note
Manual check-in
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Status Change
BRITT ·
status change
Hold Zone → Schedule Review
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Pipeline
BRITT ·
note
Moved to Schedule Review
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Pipeline
BRITT ·
note
Moved to Schedule Review
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Hold Zone
BRITT ·
note
Moved to Hold Zone (review stage): Testing hold
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Pipeline
BRITT ·
note
Moved to schedule_review
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Pipeline
BRITT ·
note
Moved to review
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Status Change
BRITT ·
status change
Retained → Schedule Review
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Pipeline
BRITT ·
note
Moved to schedule_review
$
Payment
BRITT ·
payment
Square payment of $50.00 synced from email
$
Payment
BRITT ·
payment
Payment received via Square - Invoice #001803 - $50 (2026-01-24)
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Quick Move
BRITT ·
note
Entered 60-Day Tracker
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Email Received
BRITT ·
note
Re: Additional Bank & Cash App Clarifications (Jan 19, 2026) Creal replied with clarifications about JPay (for incarcerated dad), Chase x7397 is her debit card, daughter does dance, 401k balance $1,329.60. Attached 2 bank statements.
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Email Reviewed
BRITT ·
note
Email: SIGNED: PreReview Retainer Agreement
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Email Reviewed
BRITT ·
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Email: SIGNED: PreReview Retainer Agreement
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Status Change
BRITT ·
status change
Retainer Sent → Making Payments
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Retainer
BRITT ·
note
Retainer signed
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Reactivated
BRITT ·
note
Reactivated - Awaiting Signature: Client called back
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Questionnaire
BRITT ·
note
RESOLVED - Off Hold: she wrote an email with clarifications and dan approved. sent out retainer
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Status Change
BRITT ·
status change
Waiting → Retainer Sent
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Email Sent
BRITT ·
email sent
After-consult email sent
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Email Received
BRITT ·
note
Re: Springer Law Firm Bankruptcy Information (Thu, 21 Aug 2025) [198ccdc394ebfea8]
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Email Sent
BRITT ·
email sent
Fwd: Springer Law Firm Bankruptcy Information (Thu, 25 Sep 2025) [199819b860f8adab]
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Email Sent
BRITT ·
email sent
Re: Springer Law Firm Bankruptcy Information (Thu, 25 Sep 2025) [19982a1de3adfcc4]
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Email Received
BRITT ·
note
Re: Springer Law Firm Bankruptcy Information (Thu, 25 Sep 2025) [19981bdcb6f722be]
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Email Received
BRITT ·
note
Re: Finances (Mon, 12 Jan 2026) [19bb4a7983f02825]
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Email Sent
BRITT ·
email sent
Re: Finances (Sun, 11 Jan 2026) [19baf6d2217b9a2a]
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Email Sent
BRITT ·
email sent
Re: Finances (Mon, 12 Jan 2026) [19bb506e73cc157d]
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Email Received
BRITT ·
note
FROM: Creal Yancy <[email protected]> SUBJECT: Re: Finances DATE: Wed, 14 Jan 2026 6:54 PM Good evening and happy Wednesday. I have attached the updated questionnaire. [Attachment: questionnaire PDF]
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Prefiling
BRITT ·
note
Moved to Docs Needed
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Email Sent
BRITT ·
email sent
TO: Creal Yancy <[email protected]> SUBJECT: Re: Finances DATE: Mon, 12 Jan 2026 7:44 PM I would send the updated questionnaire when you have it ready. Then we can reevaluate your eligibility. Brittney, Springer Law Firm
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Email Received
BRITT ·
note
FROM: Creal Yancy <[email protected]> SUBJECT: Re: Finances DATE: Mon, 12 Jan 2026 6:00 PM Thank you for the update. I have attached the missing bank statements. I have not filed my 2025 tax return yet. I haven't received my W2. Should I wait to send the updated questionnaire? [Attachments: Cash App statements Nov/Dec 2025, Bank statements Nov/Dec 2025]
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Updated
BRITT ·
note
Client record updated
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Note
BRITT ·
note
EMAIL: Received 16 bank statements (Jun 2025 - Jan 2026) + Abacus Credit Counseling certificate. Docs are in - ready for review.
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Updated
BRITT ·
note
Client record updated
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Note
BRITT ·
note
1/11/26 EMAIL: Received 16 bank statements (Jun 2025 - Jan 2026) and Abacus Credit Counseling Certificate. Docs complete - needs retainer payment.
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Updated
BRITT ·
note
Client record updated
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Email Sent
BRITT ·
email sent
TO: Creal Yancy <[email protected]> SUBJECT: Re: Finances DATE: Sun, 11 Jan 2026 5:38 PM Hi Creal: Thank you for sending over the updated financial information and the credit counseling certificate — I've received both. Because your questionnaire was completed some time ago and is missing some crucial information, the next step will be for you to go back through the questionnaire again and update it more thoroughly. In addition, we'll need the following before moving forward with a full r
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Email Received
BRITT ·
note
FROM: Creal Yancy <[email protected]> SUBJECT: Fwd: Finances DATE: Sun, 11 Jan 2026 4:58 PM Good afternoon I have attached updated financial info and the credit certificate.
Total 86
Emails 7
Docs 24
Calls 0