Cases
Manage active workflows from intake through completion.
| Case | Type | Client | Current Stage | Owner | Priority | Due | Last Activity |
|---|---|---|---|---|---|---|---|
| CF-1042 Maplewood Client Workflow | Professional Services | Morgan & Lee | Client Review | Alex Morgan | High | Today | 18 min ago |
| CF-1041 Riverbend Advisory Engagement | Consulting | Taylor Group | Preparation | Jordan Smith | Medium | Aug 22 | 1 hr ago |
| CF-1040 Northgate Document Package | Professional Services | Carter Family | External Review | Alex Morgan | High | Aug 23 | 3 hrs ago |
| CF-1039 Beacon Hill Onboarding | Advisory | Wilson & Co. | Onboarding | Jamie Lee | Low | Aug 24 | Yesterday |
| CF-1038 Silverpine Renewal Package | Consulting | Hartley Partners | Finalization | Jordan Smith | Medium | Aug 25 | 1 hr ago |
| CF-1037 Clearwater Review Cycle | Professional Services | Delgado Studio | Client Review | Alex Morgan | High | Aug 19 | 2 days ago |
| CF-1036 Fairview Intake Assessment | Advisory | Nolan Ventures | New Intake | Jamie Lee | Medium | Aug 26 | 4 hrs ago |
| CF-1035 Oakridge Engagement Setup | Consulting | Brightway Collective | Preparation | Alex Morgan | Low | Aug 27 | Yesterday |
| CF-1029 Willow Creek Final Package | Professional Services | Ellison Group | Finalization | Jordan Smith | High | Aug 22 | 5 hrs ago |
| CF-1018 Stonebrook Revision Round | Advisory | Kestrel Holdings | External Review | Jamie Lee | Medium | Aug 24 | 3 days ago |
| CF-1012 Harborview Closure | Consulting | Ainsley Partners | Completed | Alex Morgan | Low | Aug 14 | 1 week ago |
| CF-1008 Lakeshore Advisory Wrap-Up | Advisory | Perry & Vance | Completed | Jordan Smith | Medium | Aug 10 | 2 weeks ago |