File · ELEANOR · In Court
Eleanor Beaumont
Key Client & Billing Lead · Top Retainers · Trust Accounting · Billing
24 years handling key clients. Owns weekly matter status calls, retainer replenishment, LEDES billing questions, and executive escalations from partners.
ENFRLEDES BillingIOLTA Trust Cert.ABA Model Rules Refresher
26
Calls Today
31
Messages
3
Intakes
5
Consults
4:24
Avg Handle
100
CSAT
ABA / IOLTA Compliance · MR 1.6 & 1.15
Today's Compliance Log
All Clear2 events0 Conflict1 IOLTA
- 10:20 · CP-11IOLTA ReconcileHalcyon IOLTA · Chase three-way reconciliation clean for week 8. Statement archived.· M-4130
- 14:08 · CP-12Engagement LetterNorthwind change order CO-441 signed by GC before invoice send.· M-4091
Activity · F1 · Voice Call
GC · Northwind Bank
Northwind · Regulatory · M-4091
Reason for Contact
Q4 invoice shows $28K over engagement letter cap — please explain
Receptionist Note
Pulled LEDES export + engagement letter §3.2. Overage = approved expansion scope for FDIC exam response (documented in CO-441). Sent screenshot + change order to GC. No dispute expected.
Handled
17m ago
Duration
7:12
Priority
Urgent
Larkin & Wexler · Logged to Clio