Client

Summary

Feature request. We need a way to handle the situation when we have multiple consultations with the same client. We get this several times a month, and I'm not sure how to handle it without undoing the previous attorney's information and time entry. Let's chat about this next week.

HL Update airtable for multiple consultations

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

Project content goes here
Project tasks

Project content goes here

Update all consultation, attorney, and retainer fields to be linked in a consultations table

2 - 3 hours: Review and list all fields required
1 - 2 hour: Create consultations table linked to Leads

3 - 4 hours: Update all automations related to the consult and retaining process
3 - 4 hours: Thoroughly test that everything is working

Total time: 9 - 13 hours

Project tasks

Task Detail	Due Date	Hours	Status	Assigned To	Client	Project
Outline and research: We need a way to handle the situation when we have multiple consultations with the same client. We get this several times a month, and I'm not sure how to handle it without undoing the previous attorney's information and time entry. Let's chat about this next week.	September 10, 2024	0.5	Completed	Eli Weldon	Hepworth	HL Update airtable for multiple consultations