File · PRIYA · On Call
Priya Anand
Consultation & Retainer Coordinator · Consult Scheduling · Retainer Onboarding
Owns consultation calls — schedules paid consults, sends engagement packets, collects retainers into IOLTA, and captures verbatim client language.
ENHIClio GrowLEDES 1998BITrust Accounting Basics
41
Calls Today
69
Messages
10
Intakes
17
Consults
2:24
Avg Handle
99
CSAT
ABA / IOLTA Compliance · MR 1.6 & 1.15
Today's Compliance Log
All Clear2 events0 Conflict0 IOLTA
- 09:00 · CP-09Engagement LetterBeacon MSA-refresh engagement letter includes scope caps + conflict waiver language.· M-3980
- 13:40 · CP-10Training / RefresherConsultation-script refresh — sensitive-data handling and Miranda-adjacent boundaries.
Activity · E1 · SMS
Prospect · Ellen Whitcomb
Whitcomb v. Delta Freight · INT-2210
Reason for Contact
Confirming Thursday consultation attendees
Receptionist Note
Confirmed 2 attendees (client + adult daughter). Sent pre-consult questionnaire + medical records release. Calendar hold accepted; Zoom link generated.
Handled
8m ago
Duration
—
Priority
Routine
Larkin & Wexler · Logged to Clio