client-operations
Rachel Okonkwo08:31
Where are we across the book this morning? I want to know what is actually blocked before I start the Halvorsen file.
Practice AgentClient operations08:33
Client operations, Monday
OPEN ENGAGEMENTS
34
across 18 clients
ITEMS OUTSTANDING
61
documents requested, not received
PAST REMINDER WINDOW
12
chase drafted, held
READY FOR REVIEW
7
checklist complete
ClientServiceStateOutstandingLast action
Halvorsen IndustriesQ3 review2 openNov statement, asset registerReminder 3 sent 19 Sep
Pellman GroupVATCompleteNoneSigned by Rachel
Teversham ClinicBookkeeping1 openCard statementReminder 1 sent 20 Sep
Arbor Row DentalPayrollCompleteNoneFiled 18 Sep
Wynholt StudioQ3 reviewBlockedEngagement letterEscalated to partner
Kesterley FreightYear endQueuedNot startedOpens 1 Oct
Practice AgentClient operations08:33
Twelve engagements are past their reminder window. I can draft the chases and hold every one of them for you.
Message client-operations