Current Clients AKA Lobbying Tracker Home (Terminated Clients (Click on…
Current Clients AKA Lobbying Tracker Home
Click on Client
Previous material should be filled out with no next steps. Can navigate between tabs, no additional requirements. Land on Intake page.
Click on a client to open task path
Land on +1 page since last filled date (last required field)
NEW CLIENT INTAKE (button on top right)
Zoning, etc, subject details **
Registration Process **
Authorization & Regulation*
City Clerk Checklist*
2 more items...
after Date Email sent by Cozen entered and Confirmation is null, +2 day reminders from date email sent by cozen until Confirmation Date is entered
need to review, on hold
If difference of Date of authorization was signed and dated by client >= 2 days, alert team
If difference of Date of authorization was signed and dated by client >= 5 days, alert team noting that there is only 5 more days left to register
If date of enrollment is not null, then everything else on this tab is required.
If Date of subject Detail entry is not null, everything else is required on that page
Everything required EXCEPT
Amount of Monthly retainer
Discounts or special billing
Disbursement of public funds expected
will other services...
If Enrollment instruction sent to client is not null and Date enrollment documents sent to city clerk is still null, sent alert to team
if date of enrollment is not = to date enrollment documents sent then alert team
Clients without Matter # (if Contractual Client Name is filled but Matter # is saved as empty, filter empty Matter # clients separately so be addressed later).
Click on Client