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Hold Zone
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Moved to Hold Zone (saving_funds stage) from "Saving Money": Saving funds
Follow-up
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Quote expiring follow-up completed: Emailed client
Email Received
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Re: Checking in - Still considering bankruptcy? (Jan 16, 2026) Hey. Yes I'm still interested, just have to get the money together.
Status Change
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status change
Quoted → Saving Money
Reviewed
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follow up due: Rachel Yancy
Reviewed
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awaiting questionnaire: Rachel Yancy
Updated
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Client record updated
Follow-up
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14-day follow-up completed
Email Sent
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email sent
After-consult email sent
Updated
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Client record updated
Email Received
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Re: Springer Law Firm Consultation (Fri, 5 Dec 2025) [19aefb4aa4d93acd]
Email Sent
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email sent
Re: Springer Law Firm Consultation (Fri, 5 Dec 2025) [19aefb3f567d05e2]
Email Sent
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email sent
Springer Law Firm Chapter 7 Bankruptcy Information (Mon, 8 Dec 2025) [19b00231fda77494]
Email Received
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Re: Springer Law Firm Consultation (Fri, 5 Dec 2025) [19aefb8d5decdbf7]
Updated
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Client record updated
Updated
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Client record updated
Updated
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Client record updated
Calendar Event
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SU CALL Consult — Attorney Springer — 2025-12-08 at 16:00
Email Sent
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email sent
TO: Rachel Yancy <[email protected]> SUBJECT: Springer Law Firm Chapter 7 Bankruptcy Information DATE: Mon, 8 Dec 2025 4:44 PM Hi Rachel: 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." Once you have reviewed the materials and are ready to proceed, please let us know so that we can prepare and send you the retainer agreement. Brittney Legal Assistant Sp
Email Received
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FROM: Rachel Yancy <[email protected]> SUBJECT: Re: Springer Law Firm Consultation DATE: Fri, 5 Dec 2025 12:14 PM Sounds good, thank you!
Email Sent
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email sent
TO: Rachel Yancy <[email protected]> SUBJECT: Re: Springer Law Firm Consultation DATE: Fri, 5 Dec 2025 12:13 PM Great! You are set for a phone consultation on Monday, December 8th at 4:00pm with Attorney Springer. Attached is our Chapter 7 document checklist for your review. Brittney Legal Assistant Springer Law Firm
Email Received
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FROM: Rachel Yancy <[email protected]> SUBJECT: Re: Springer Law Firm Consultation DATE: Fri, 5 Dec 2025 12:09 PM Ok 4 will work if that's ok.
Email Received
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FROM: Rachel Yancy <[email protected]> SUBJECT: Re: Springer Law Firm Consultation DATE: Fri, 5 Dec 2025 11:27 AM Hello. Great. Thanks for the quick response. What is the latest he will take calls? I usually don't get off work until about 330 or so and my service is not the greatest in my building.
Email Sent
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email sent
TO: Rachel Yancy <[email protected]> SUBJECT: Springer Law Firm Consultation DATE: Fri, 5 Dec 2025 9:58 AM Hi Rachel: Thank you for filling out our online entry form. Based on the information you provided, it looks like a Chapter 7 bankruptcy may be the best fit for your situation. Attorney Springer handles our Chapter 7 cases, and we would like to schedule a phone consultation with you to go over your options. We currently have availability as soon as Monday, December 8th. Brittney Le
Total 24
Emails 6
Docs 0
Calls 0