Tasks
todo (70)
Call Mehtab Smiley
call back test
call with Khushi
call the Client pls
15 Min consultation
15 min consultation
Call back Harry at 3 p.m.
consultation
15 min free consultation
Call client
15 Min Consultation (Neeraj)
make up call (Anzee)
follow up with him
following your request I had booked an appointment with Mr. Kanwar
15 Min free consultation
Follow up
test
Call Sudhir on 15 April (30-min reminder)
Call Sudhir on 15 April
Follow up
follow up
Follow up
Follow up
call him
Follow up
Follow up
Follow up
Follow up
give him a call
Follow up
call
follow up (30-min reminder)
follow up
Follow up
Follow up
Follow up
free consultation
call on 8 May (30-min reminder)
call on 8 May
Consultation
call Harry
Follow up
Follow up on 31 March 2026
Matter concluded.
Send client the closure pack.
Send final email for conclusion.
Divorce Granted
Provide the client with a court order after 31 days.
Notify the client for the grant.
Applications submitted in court
Complete and file - acknowledgement of service / Affidavit of Service filed in court.
Serve the document to the other party.
Engage the document serve company/or friend family.
Send client sealed copies and lodgement confirmation.
Select date of hearing.
Pay filing fee.
Lock the application.
Arrange for client to sign the application.
Send application preview to client for approval.
Fill court application space S-O-L-E
Collate information from intake sheet.
Legal advice provided to the client
Seek client's documents - assign the standard document request template.
Send advice letter to the client.
Approve the LOA.
Create a letter of advice (LOA).
Send intake sheet to client.
Send client trust receipt.
Receive payment in trust account.
Send CA to the client.
completed (4)
Follow-up: Paid Consult Scheduled
call back karan
Call Simran at 10:30
Client Onboarding Completed
in_progress (2)
Follow up with client
Follow up