Projects

Source:ClickUp·SAMPLE

Projects

Document Collection SOP & Checklist Build

Marisol G.due Aug 8

Attny. Reyesdue Aug 17

Intake Conversion Dashboard (Clio Grow)

Yolanda R.due Aug 8

Torres I-130 Petition Filing Push

Attny. Reyesdue Aug 6

Multilingual Intake FAQ Draft (ES + ZH)

Yolanda R.due Sep 14

Open tasks (7)

Call Torres client for outstanding documents

Marisol G.due Aug 3

Follow up on paralegal background check

Attny. Reyesdue Aug 6

Draft Clio Grow communication policy

Yolanda R.due Aug 8

File I-130 petition once docs received - Torres matter

Attny. Reyesdue Aug 6

Respond to RFE - Patel matter

Attny. Chendue Aug 12

Prep intake conversion dashboard for L10

Yolanda R.due Aug 8

Reply to Nguyen matter status inquiry

Attny. Chendue Jul 29

Completed recently (3)

Deadline tracking SOP finalized

Attny. Reyesdue Jul 31

After-hours booking link live

Yolanda R.due Jul 29

Filed 2 matters on time

Attny. Reyesdue Aug 1