infoActive Intake
Eleanor Vance
Case ID: IV-90822/Type: Corporate Litigation
20%
Phase 1: Initial Contact
Step 1 of 5 completed
Initial Contact
Establishing connection and basic intent.
Review Intake Form Submission
Completed on Oct 12, 10:14 AM
Direct Phone Outreach
Priority: High • Est. 15 mins
pendingIn Progress
Conflict of Interest Scan
Automated system check required
Document Collection
Gathering all relevant legal and identity papers.
Request ID & Proof of Address
Upload Retainer Agreement (Draft)
Triage
PHASE 34 Tasks Pending
Handoff
PHASE 4Finalizing for Legal Review
Priority: High
EV
Eleanor Vance
vance.corp@email.com
Source
Referral (External)
Time in Stage
2.4 Hours
Team Assigned
+2
Activity Log
historyedit
Intake Form Reviewed
Today, 10:14 AM by Sarah K.
mail
Email Outreach Sent
Today, 09:45 AM (Automated)
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Lead Created
Yesterday, 4:30 PM