Total Calls
47
This Month
12
Action Items
18
Searchable
100%
Estate Planning Review — Margaret Chen
2026-03-22·28:14·Advisor & Client·3 action items
Power of AttorneyTrust DistributionBeneficiary Update
Ready
Tax Strategy Q4 — Whitmore & Associates
2026-03-21·41:07·CPA & Client·2 action items
Q4 Tax PlanningRMD StrategyCharitable Giving
Ready
Family Law Consultation — Robert Vasquez
2026-03-20·19:33·Attorney & Client
Custody AgreementChild Support
Processing
Criminal Defense Case Review — State v. Patterson
2026-03-18·52:48·Attorney & Client·5 action items
Evidence ReviewPlea OptionsTrial Strategy
Ready
CPA Audit Prep — Miller Tax Services
2026-03-15·35:22·CPA & Client·4 action items
1099 DocumentationExpense CategorizationAmortization
Ready
Showing 5 of 5 calls