CLIENT: Client’s Report

Divorce Concierge

Balance Remaining (Hours)

-300.87

Balance Remaining Pending Approval (Hours)

-304.37

Work Completed

Transaction Date	Work Completed	Consumed (Hours)
08/01/2022	Checked over FINAL DECREE, PETITION, WAIVER OF SERVICE, STATEMENT OF INSURANCE AVAILABLITY for Joseph Gordon and confirmed no data missing from the PDFs Continued adding conditionals to progress bar for Not So Simple without Children Development of Austin Form Generated PDFs for Joseph Gorden for auditing purposes Development of progress bar	7
08/02/2022	Updated employment benefit paragraph in the Final Decree script Updated missing primary residence rights in the Final Decree script Completed Paralegal test cases Edited Joseph Gorden’s form submissions as the original form submission occurred before current version of Master was developed Tested ability for paralegal to update client form submissions	6
08/03/2022	Removed unused fields in Master Form Added field for possession schedule to the Master Form Linked the possession schedule field from child form to master form Updated possession schedule logic in final decree PDF to use the newly created field in the master form. Added ability for redirection to Workflow Inbox after completing a repeater form on behalf of client. Developed assets view Added missing data for Joseph Gorden to Master Form Corrected respondents name and list of geographical restrictions not displaying in the workflow inbox single entry view. Added links to view assets and debts in Add Assets and Debts view Audited the fields in the workflow inbox	7
08/02/2022	Audit Divorce Decree with Children against source documents Audit of Paralegal Approval of Client Form Submissions	5
08/04/2022	Made additional corrections to the final decree of divorce script Added United States as default country for all place of birth form fields Specified fields that display when editing child entry Added a Children button to workflow inbox entry page to show repeater entries Added return to entry button to children repeater view Identified and resolved navigation issues for paralegal user experience in approving the Petition workflow step Developed system for conditionally displaying reject button and “Assets and Debts” button in the Workflow Inbox using the Master entry data	6.5
08/05/2022	Edited email notifications for Petition Edited first page formatting in Final Decree script Made improvements to workflow dashboard	4
08/08/2022	Formatted the Edit Entry view to make information structure more sensible to the user and to provide a better user experience Limited access to views to authorized users only Made edits to Final Decree script	7
08/04/2022	Audit of Divorce Concierge Paralegal Workflow Inbox. Audit of Divorce Concierge Final Divorce Decree PDF.	4
08/08/2022	Audited corrections made to the Gorden Decree of Divorce. Tested the workflow process between the Paralegal Workflow Inbox and the Attorney Workflow Inbox.	2.25
08/09/2022	Rearranged Master Form fields for more logical grouping Rearranged Edit Entry view fields for more logical grouping Developed script to hide the marital estate section in the Edit Entry view dependent on Tell Us About Your Marital Estate form being submitted	7
08/09/2022	Audited the Test workflow between the Paralegal Email workflow and the Attorney Email Workflow.	2
08/10/2022	Developed a new client document vault and a document vault for the legal team to allows access to documents returned from the court Optimized the Workflow email form and petition approval process Diagnosed an issue with the approval of the petition for an attorney	6.5
08/11/2022	Developed a solution to return to the Edit Entry screen from a repeater view Developed a solution for the PHP memory limit Made changes to the notification to submit Petition to the court Tested the uploaded document return delay was working as intended Developed a solution for conditional logic not working for “Edit Entry” screen when navigated to via the “View Clients” Developed FAQ page to show stages in client’s divorce process specific to their plan	7
08/15/2022	Continued development of DC Wiki document by explaining multiple plugins’ use in the system. Corrected issue with Petition approval steps if client has children. Allowed for client uploaded document to be available in an email that notifies paralegal to send documents to the court.	7
08/16/2022	Updated document vault to display forms conditionally based on plan and the stage of divorce Updated Workflow to function as per client’s new requirements to the point of attorney approving signed Statement of Insurance Availability Completed implementation of updated workflow per client’s requests Began updating script that displays stage relevant PDFs in the Workflow Inbox	6.5
08/11/2022	Audit of Workflow emails for Petition of Divorce and Waiver of Services for Paralegal and Attorney Audit of Petition of Divorce and Waiver of Services documents	2
08/17/2022	Researched solution of having multiple repeater entries appear in the “Edit Entry” page Completed development of conditionally displaying links to download PDFs relevant to the current divorce stage Improved the user experience when looking at the views for a client’s assets and debts. Continued developing DC Wiki document	7
08/18/2022	Created list of tasks and phases of Divorce Concierge in project management with percentage of completion for each item for phase 1 of DC	7
08/19/2022	Continued developing Divorce Concierge Wiki	1
08/23/2022	Corrected field headings per client’s comments Modified conditional logic of “Edit Entry” view to include conditions for displaying possession schedule and child support Added Workflow step to allow paralegal to enter child support information Implemented Workflow for Statement of Insurance availability approval, sending to court and uploading returned document Developed conditional logic in the edit entry screen of the Assets Owned by Me View Continued developing conditional logic for asset and debt views	13.5
08/24/2022	Added missing fields to master views and added appropriate conditional logic to them Tested asset, debt, and property submissions that are made on behalf of the client and fixed issues Completed developing conditional logic for asset, debt, and property views Updated conditional logic in the “Edit Entry” view Corrected field names Began making links for the asset, debt, and property views to appear in a new window	7
08/25/2022	Updated Joseph Gorden’s Master entry for missing data Checked that the Statement of Insurance Availability document for Joseph is now correct Completed Workflow management document Updated workflow based on the management document Created test entry for testing Corrected issues with conditional logic for the “reject” button and implemented that code in a more stable way Corrected issue with conditional logic for the navigation buttons in the Edit Entry view	5
08/26/2022	Made the “document vault” button hidden on the petition approval steps Made the jurisdiction info section in the Edit Entry hidden until the Petition has been uploaded Resolved the Non-text Reject button Reviewed the stages of the workflow and made improvements where applicable	3
08/30/2022	Tested DC workflow and made corrections to email notifications, PDFs and processes when issues arose	7
08/31/2022	Audited Workflow between Paralegal & Attorney up to the point of filing the Waiver of Service and Statement of Insurance Availability for Simple with Children.	2
09/01/2022	Corrected issues with overall Edit Entry view Added Jurisdiction information to Edit Entry view and made it conditional Made Jurisdiction Info required in form Corrected the issue that caused all children entries to appear in the view Corrected the child support navigation button to display conditionally Corrected the document download of the Statement of Insurance Availability PDF in the Workflow Inbox Removed duplication of assets and debts section in Workflow Inbox Made Jurisdiction info display when required using the Workflow	5.5
09/01/2022	Tested & Audited ‘It’s simple with Children’ workflow up until filed Waiver of Service uploaded.	1.5
09/02/2022	Created test entry for the plan "Not So Simple with Children"	0.5
09/07/2022	Added pages to view all clients outside of the workflow inbox and a link to a workflow status page Created a “super document vault” view that is only accessed by an administrator and contains links to view all PDFs	0.5
09/08/2022	Removed duplicated variables in the Edit Entry view Made sure all the links to repeater views open in a new tab Organized the Edit Entry Fields to match the order of the Navigation buttons. Added user ID field to each repeater form to prevent random entries appearing in the repeater views Solved the issue with certain types of assets when editing an entry	5
09/09/2022	Implemented HubSpot live chat feature to texas.divorceconcierge.com Added tooltips Added conditions to display the chat support feature depending on if they are DBU or not	4
09/12/2022	Completed for Sally Simple: Right For You Tell us About Yourself Tell Us About Your Spouse Let’s Get Started for Sally Simple	0.5
09/07/2022	Tested and audited the workflow for 'Not So Simple with Children' between Paralegal and Attorney inboxes.	2
09/15/2022	Updated Final Decree of Divorce Script to conditionally show Child Support section.	0.5
09/26/2022	Corrected various issues with the Final Decree document that were raised by Client Added ability for Paralegal to select which closing documents are applicable and integrated that with what displays in the Final Decree Added ability for Paralegal to add the date of filing for the Final Decree Added ability for Paralegal to add the date of order for the Austin form Completed implementation of adding relevant dates to documents by the paralegal Added form date fields and selection for closing documents to the “Edit Entry” view Compiled PDFs for the current client to be quality controlled	7
09/26/2022	Compared Original Sample Documents to current client's Documents for accuracy Austin Form Withholding Order Deed of Trust Issuance-Withholding Order Limited POA for Eligible Motor Vehicle Transactions Prove Up Special Warranty Deed State Disbursement Statement of Insurance Availability Waiver of Service	4
09/28/2022	Corrected issues in the decree based on the client’s feedback Completed the master variables file for the PDF scripts	3
09/29/2022	Corrected issues in the decree raised by the client Fixed issue in the Edit Entry section	4.5
09/30/2022	Completed testing and improving repeater submissions and deletions from the “Edit Entry” screen.	1
10/03/2022	Integrated the master variables file with the Petition Began testing the integration	1
10/04/2022	Tested implementation of global variables file with Petition, began integrating Waiver of Service with file Implemented master variable files and tested for Issuance Withholding, Statement of Insurance Availability Waiver of Service Made it so that only PDFs can be uploaded by the client Added conditions to “Super Document Vault” to display only PDFs relevant to the client	4.5
06/13/2022
07/18/2022
09/12/2022
10/10/2022
10/05/2022	Integrated master variables file with child support setup form	1.5
10/11/2022	Fixed issues with the admin document Submitted marital estate form for Test subject Sally Simple	1
10/12/2022	Completed tasks in TDC Edits Corrected issues in Asset Spreadsheet	2
10/13/2022	Completed fixes listed in Edits TDC 2022-10-12 Implemented “asset name” variable when completing debt repeater used it to display the name of the asset in the related view	2
10/14/2022	Joint Assets & Debts links will appear in the edit entry view for all conditions except "It's Simple"	0.5
11/10/2022	Checked Miley’s master form entry	1
11/11/2022	Diagnosed issue preventing field to be populated properly after payment in "Right For You" Created a test client for "It's Simple" and completed all forms for it	2
11/17/2022	Made corrections to the progress bar based on feedback from the client Implemented the progress bar for both the legal team and the client Successfully tested the process for when meeting with the attorney is completed Began creating test steps for testing "It’s Simple" client	4
11/29/2022	Implemented the capture of OnceHub booking details in the "Right For You" form. Redirected and displayed reasons for failure to qualify in the new booking form	5.5
10/25/2022
11/30/2022	Implemented progress bar in Client List for Shop Manager Updated progress bar to reflect workflow presented by client Implemented workflow from the following into the process on the website: client Petition, Waiver of Service, Statement of Insurance Availability, Final Decree of Divorce	7
11/28/2022	Sent an email to Sharon to clarify Sales Functionality on Texas.DivorceConcierge.com in terms Client Report Prospect Report Listed progress bar steps with triggers	1
12/01/2022	Updated the closing documents workflow Added conditional logic to the reject button for initial Prove Up Approval Completed implementation of Petition/Statement of Insurance Availability workflow including rejection steps and conditions Added name to “Edit Entry” screen Tested functionality of Petition/Statement of Insurance Availability rejection workflow	6.5
01/06/2023	Replaced Bliksem OnceHub booking forms with Divorce Concierge booking forms. Tested implementation	2.5
02/01/2023	Created Prospect views for qualified and consult required clients and added them to page that can be viewed by shop manager	2
02/13/2023	Implemented slack notifications to completion of Let’s Get Started and Tell Us About Your Marital Estate Forms Corrected problem with standing order in Petition documents	3.5
02/17/2023	Added CC and PDF attachments to all contracts Implemented ability for contracts to be stored in clients master entry upon completion of contract signing	2
02/17/2023	Orientation Discussed email addresses used to access the site. Yolanda will get them setup then contact me to resume the meeting.	0.25
02/21/2023	Verified that all subscription memberships have lifetime access after the final payment.	0.5
02/22/2023	Populated each active client’s master entry with link to view their contract Fixed issue with wording in document vault Created script for holding workflow until client’s recurring subscription has been completed Made various improvements to look of document vault for uploaded and unsigned documents Renamed Gravity Views to display more clearly what their purpose is	5
02/20/2023	Reviewed status of Miley Curgus. Contact Miley Curgus Revamped the inbox and status pages to make them cleaner	1
02/21/2023	Troubleshooting Reviewed Miley Curgus status Clean up master display of all forms accessed by paralegals and attorneys Created Help File ‘Workflow’ that paralegals and attorneys can use to see where they are in the process Met with Yolanda Pemberton Review texas.divorceconcierge.com Inbox Status View Clients ? Answered questions	3.25
02/21/2023	Meeting with Miley Curgus Assisted to submit ‘Tell Us About Your Marital Estate'	0.5
02/21/2023	Proof Reading Divorce Concierge Document Creating page on texas.divorceconcierge.com	1.5
02/22/2023	Editing the Workflow of Master All Plans form	0.75
02/24/2023	Completed implementation of script to wait for subscription payments to be completed before completing divorce	1.5
02/27/2023	Implemented approval steps before every paralegal approval step	2
03/01/2023	Added petitioner and respondent details to email notification for paralegal to file petition Created views for each form using the master entry and created links to the specific client entry to be used in the initial form approval steps Added conditions in the workflow step to only display links to forms that are applicable Added link to relevant PDF in Petition approval step instructions	7
03/02/2023	Added ability to view and download relevant documents in inbox page for workflow steps for waiver of service, final decree and prove up Tested workflow process and made ease of use improvements to multiple steps	6.5
03/03/2023	Reviewed email notifications for Petition and form approval steps	1
03/10/2023	Changed Miley Curgus’ plan to It's Complicated DBU in Memberpress and in her master entry Changed the “Submit Repeaters” button to “Assets and Debts” Created a form for client notes and created a view for them that is linked to the master form Implemented the ability to add notes to the client from the view of the client’s notes Added developer notes page and added Memberpress upgrading with relevant information for a developer	7
03/13/2023	Created groups of memberships for DBU + Children, No Children, Instalments, and Lump Sum Created groups of memberships for DYW + Children, No Children, Instalments, and Lump Sum Added instructions with links to view documents to Austin Form, Children Forms, Real Estate, and Vehicle Steps Began preparing an improved solution to delay the final workflow step until all payments have been received from the subscription	4
03/14/2023	Implemented Slack notifications for admin approval of steps Checked and approved Miley Curgus and Kalyn Wilson steps	1.5
03/15/2023	Worked on the Assets and Debts view process Modified the workflow step instructions Added logged-in user to the menu	7
03/16/2023	Improved asset and debt views and how they are accessed Implemented a step for an attorney to specify if the client needs to upload supporting documents for assets, Added a list for the attorney to fill in if so Added the list to the email the client receives Added client’s name to asset repeater views Modified the order of the workflow inbox columns and removed the "submitted" column	6.5
03/17/2023	Updated links to asset views in the “View/Edit Entry” page and in the workflow to include the client's name Updated workflow status page to have relevant columns Created a list for each active client with the appropriate options for their divorce Downloaded all necessary documents for active clients and added them to a folder in Google Drive Created a test checklist for creating clients for every plan with DBU and DYW Corrected the issue with the client’s document vault	6.5
03/20/2023	Created Bespoke system for handling upgrades by creating a page template to display the correct options for a user After the transaction has been completed, the client's master entry will update with new service and plan and redirect them to the appropriate contract to sign Tested workflow	7
03/16/2023	Edited Forms to display information on the front end of the website. Corrected Redirect Confirmations: when an asset, debt, or property is added to a client’s assets and debts list, the submitter will be returned back to the client's assets and debts list page. Added a ‘Back’ button in the view/edit page of debts/assets	3.75
03/17/2023	Development Functionality of adding, editing, and deleting assets, debts and properties	4
03/20/2023	Created test Clients Complicated – No kids Simple – No Kids Simple – With Kids Tested adding assets and debts for client, spouse, and jointly owned	2
03/21/2023	Corrected the issue of the workflows moving to the incorrect steps Added “page x of y” to all PDFs Added descriptions of scripts to script files Began developing the client’s document vault section where they can upload their signed documents Adjusted workflow	6.5
03/22/2023	Continued development on client’s upload of signed documents to document vault workflow Organized the “View/Edit Entry Screen” and moved sections into stages of the divorce with links to download draft documents and upload signed and filed docuements	7
03/23/2023	Corrected issue in summary of tell us about children form Finished document vault workflow for documents signed by client Made corrections to documents and forms based on results of tests	6.5
03/24/2023	Fixed issues with the Divorce Decree script Corrected multiple issues regarding forms and PDFs Implemented workflow step for Paralegal to submit repeater submissions for assets, debts, and property on behalf of the client Added VIN to decree	6.5
03/23/2023	Creating test clients and tested It’s Complicated with Children DBU It’s Simple DYW It’s Simple with children DYW Not So Simple DYW Not So Simple with children DYW It’s Complicated DYW It’s Complicated with children DYW	3
03/24/2023	Verified changes made to the ‘Let’s Get Started’ form. Removed Address Line 2 from the forms. Corrected the confirmation of information page for when a client fills out the ‘Let’s get Started’ form ”You mentioned that you and your spouse still live together. Has this changed?” was changed to “Do you and your spouse still live together?” Continuation of development on the ‘Let’s Get Started’ confirmation of information page. Tested the Client View after Paralegal Files: Petition Waiver of Service Final Decree of Divorce Austin Form Deed of Trust and Special Warranty Deed	6
03/27/2023	Continued developing bespoke upgrade system for client’s	7
03/21/2023	Audited the current PDF’s submitted by active clients against the original PDF templates for the following Petition Statement of Insurance Availability Prove Up Divorce Decree	6
03/23/2023	Reviewed edits to be made with the developer Petition Prove Up State of Insurance Availability Divorce Decree	0.5
03/28/2023	Completed implementation of bespoke upgrading system ready for testing Began improving progress bar ease of use Corrected issue with and improved Progress Bar Investigated pending payments issue for upgrading	6.5
03/29/2023	Corrected issue with pending payments when upgrading Implemented a system for paralegals to select which section has page breaks before approving the petition Corrected the issue with the Tell Us About Children summary not populating all the information	7
03/28/2023	Test & Audited the following client dashboard forms for DBU It’s Simple It’s Simple with Children Not So Simple Not So Simple with Children It’s Complicated It’s Complicated with Children	3
03/30/2023	Corrected progress bar issue with google chrome Created “The Process” page listing steps that the progress bar has Added conditions to the repeater submission page Centered pleading table and cause number in petition	3
03/28/2023	Test Progress Bar Fixed Filing Documents Approvals as Paralegal, Admin and Attorney Test Users It’s Simple DBU It’s Simple DBU with children Not so simple DBU Not so simple DBU with children It’s Complicated DBU It’s Complicated DBU with children Found errors to be corrected in the following forms: Tell Us About Yourself Tell Us About Your Spouse Tell Us About Your Child[ren]	5.25