Complaints, suggestions, errors, and the weekly status — plus users, permissions, and firm data.
| When | From | Matter | Complaint | |
|---|---|---|---|---|
| Jun 24 | clientvia Front | #00188 Acme Hospitality | Invoice shows a duplicate 4.1h entry on the Acme lease — please review before we pay. | |
| Jun 22 | j.reyes@firm.lawconsole | #00215 Rivera Estate | Probate filing fee appears to have posted twice to the client ledger. | |
| Jun 20 | clientvia Front | #00192 Delta Holdings | Requested an itemized breakdown of the merger diligence hours for June. |
| When | From | Matter | Suggestion | |
|---|---|---|---|---|
| Jun 23 | a.morgan@firm.lawClaude connector | — | Add a keyboard shortcut to approve the highlighted entry in Billables. | |
| Jun 21 | j.reyes@firm.lawconsole | — | Let me filter Billables by client name, not just matter number. | |
| Jun 19 | Case Evaluatorauto-filed | #00201 Pinnacle Ventures | A template for USPTO office-action responses would save repeated drafting time. | |
| Jun 18 | a.morgan@firm.lawClaude connector | — | Weekly status should include upcoming CLE deadlines for each attorney. |
| When | Where | Detail | |
|---|---|---|---|
| Jun 24 09:12 | job:matter_tracker | TrelloRateLimit: 429 on board 'Active Matters' — backing off 60s (matter #00207). Re-run resumes where it left off. | |
| Jun 23 03:04 | gmail_client | google.auth.exceptions.RefreshError: invalid_grant (calendar: m.kelley) — token expired, re-auth needed via calendar_reauth.py |
Draft only — nothing sends until you click Send, and in test mode every send routes to the administrator. Claude only surfaces dates it finds in the calendars & Trello (it never computes a court deadline) — verify each against the matter.
| Period | Covers | Uploaded | By |
|---|---|---|---|
| July 2026 | 1 mo | Jul 02 | A. Morgan |
| June 2026 | 1 mo | Jun 03 | A. Morgan |
| May 2026 | 1 mo | May 04 | A. Morgan |
| April 2026 | 1 mo | Apr 05 | A. Morgan |
| File | Type | Pages | Added | ||
|---|---|---|---|---|---|
| Bayou Retail — executed NNN lease.pdf | Retail NNN | 42 | Jul 09 | ||
| Magnolia Office Tower — gross lease.docx | Office gross | 58 | Jul 02 | ||
| Riverside Warehouse — industrial lease.pdf | Industrial | 31 | Jun 24 | ||
| Elm Street Ground Lease — executed.pdf | Ground | 67 | Jun 18 | ||
| Crescent Medical — build-to-suit lease.docx | Build-to-suit | 83 | Jun 11 |
| When | Kind | Who | Conversation | Body |
|---|---|---|---|---|
| Jul 11 08:12 | bill | A. Morgan | Front ↗ | @claude bill 1.8 to Delta re: APA review and indemnification call. |
| Jul 11 07:40 | question | J. Reyes | Front ↗ | @claude where are we on the Northgate LLC formation? |
| Jul 10 16:22 | snippet | A. Morgan | connector | @claude add snippet: Louisiana LLC dissolution clause. |
| Jul 10 09:05 | fax | J. Reyes | Front ↗ | @claude fax the executed SNDA to the title company. |
| Removed | Type | Item | By | ||
|---|---|---|---|---|---|
| Jul 10 | Complaint | Duplicate entry on the Bayou Retail invoice — resolved. | A. Morgan | ||
| Jul 09 | Suggestion | Dark mode for late-night review sessions. | J. Reyes | ||
| Jul 08 | Error | job:digest timeout — retried successfully. | system | ||
| Jul 05 | Entry | 0.4h misfiled to #00188 — deleted from Billables. | A. Morgan |
| User | Email address | Title | Role | Password | |
|---|---|---|---|---|---|
AMAmanda Morgan | a.morgan@firm.law | Managing Partner | |||
JRJordan Reyes | j.reyes@firm.law | Associate Attorney | |||
MKMegan Kelley | m.kelley@firm.law | Paralegal | |||
DODaniel Okafor | d.okafor@firm.law | Associate Attorney | |||
PAPriya Ainsworth | p.ainsworth@firm.law | Office Manager |
| Application | AM | JR | MK | DO | PA |
|---|---|---|---|---|---|
| Admin Console | |||||
| Billables | |||||
| Case Management and Eval | |||||
| CFO Advisor | |||||
| Feeds | |||||
| Intake → Pre-Engagement | |||||
| Lease Review | |||||
| Library | |||||
| Marketing | |||||
| Matter Onboarding | |||||
| Ops | |||||
| Reference |