Claire Donnelly, family: engagement letter ready for your OK

Ellery & Sandoval LLP · Intake

For Joanne Pryce · from the intake agents · Fri Oct 23, 4:14 AM

Waiting for your review and approval

You: Open the letter, review it, and reply Approved or the changes you want to make.

Engagement letter, Claire Donnelly

Attached, in Word · Engagement letter, Claire Donnelly.docx

Flat fee of $4,750 for the dissolution, in the firm's fee clause.
Your consult note: "A flat fee of $4,750 for the dissolution"
Scope: the dissolution on the terms she and Mark Donnelly agreed. She keeps the house, he keeps his pension, the joint savings split evenly.
Your consult note
Mark Donnelly named as the other party; he does not have a lawyer.
Your consult note

Left for you · 1 blank, nothing guessed

☐ The deposit, in section 5: the note gives the fee, not the deposit.
Your consultation, Thu Oct 22, 2 pm; letter ready Fri Oct 23, 4:06 AM

left for you

reminder

pipeline updates by your team

Claire Donnelly came in on the web form on Monday, the conflict check found no match, Terrence Vaughn booked her with you after the callback, you met Thursday at 2 pm, and her letter is filled and waiting on you.

What happened, A to Z

Mon Oct 19
9:14 AM

Picked up from the web form

Claire Donnelly, on the web form

Clio: New inquiry

Mon Oct 19
9:15 AM

Conflict check: no match

Claire Donnelly and Mark Donnelly checked against the firm's matters and contacts

Mon Oct 19
2:40 PM

Callback booked for Tuesday, October 20, 11:00 AM

Terrence Vaughn, in the Intake channel

Clio: Callback booked

Wed Oct 21
8:00 AM

Reminder to the intake team: no call recorded in Clio

the morning check, in the Intake channel

Wed Oct 21
10:05 AM

Consultation booked with you, Thu Oct 22, 2 pm

Terrence Vaughn, in the Intake channel: "1 fit, family, flat fee, consultation Thursday, October 22, 2 pm, Joanne Pryce"

Clio: Consultation booked

Fri Oct 23
4:06 AM

Consultation call made Thu Oct 22, 2 pm; your note Fri Oct 23, 4:06 AM

Joanne Pryce, by reply

Clio: Consultation call made

Fri Oct 23
4:06 AM

Engagement letter filled, waiting on you

from the firm's template and your note

After your Approved

After your OK, the cover email to her waits as a draft in New clients with the letter attached; the intake team reviews it and sends it.
Unsigned after three business days: the intake team is reminded in the Intake channel.
Signed: her card moves to Hired and the matter opens in Clio.

Every move made on a person's words. Nothing sent to Claire Donnelly.