Client

Summary

Setup so that an activity is added when consult completed and it is removed if person is marked a retained

HL Setup Activity In Unbillable Matter And Remove On Retaining

Review everything related to the project below. If there is anything we need you to review it will be listed under “What you need to review”

Table of contents

Task Detail and	Due Date	Hours	Status	Assigned To	Client	Project
When an consulting attorney is added add the activity for the consult to hepworth unbilllables and when matter is created delete the activity in hepworth unbillables and add to matter	August 20, 2024	2	Done	Eli WeldonSolomon Wood	Hepworth	HL Setup Activity In Unbillable Matter And Remove On Retaining
Review and confirm activity automation is working properly	August 21, 2024	0.75	Review - In Progress	Eli Weldon	Hepworth	HL Setup Activity In Unbillable Matter And Remove On Retaining