| 2026-06-16 |
High |
Needs Follow-up |
Daily Litify attribution GCLID propagation audit - 2026-06-16 |
Open |
| 2026-06-16 |
High |
Needs Follow-up |
Terry/Jordan Treatment Damages Audit - 2026-06-15 |
Open |
| 2026-06-16 |
High |
Needs Follow-up |
Kathy Mail to Litify scheduler and Drive OCR pilot - 2026-06-16 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Litify Agentforce A-C continuation, CLI refresh, Builder check, cloud sync deploy, 2026-06-15 |
Open |
| 2026-06-15 |
Medium |
Needs Follow-up |
Our Results page — added 12 case results, merged + re-sorted (page 54) — 2026-06-04 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Payton Attorney Hub remaining build spec, 2026-05-19 |
Open |
| 2026-06-15 |
High |
In Progress |
Command Center live intake lane wired - 2026-06-15 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Litify Agentforce clean repo migration and mobile operations authoring handoff, 2026-06-15 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
2026-06-15 OptiSigns Office TV protected preview and asset setup |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
SAIL-AWAY PTO drift monitor staged - 2026-06-15 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Command Center Iteration Loop run - 2026-06-15 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Attorney Hub Phone KPI Live Refresh - 2026-06-15 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Daily Litify GCLID propagation audit blocked at runner surface 2026-06-15 |
Open |
| 2026-06-15 |
High |
Needs Follow-up |
Agentforce Builder visual verification for Litify Mobile Operations Agent |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
Litify mobile operations Agentforce replacement staged - 2026-06-14 |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
Salesforce mobile conflict-check agent swap status - 2026-06-14 |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
Command Center daily ops deep dive - 2026-06-14 |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
Agentforce and Needs Follow-up dashboard handoff - 2026-06-14 |
Open |
| 2026-06-14 |
Medium |
Needs Follow-up |
Attorney Hub action item recommendations: stale treatment and damages adjuster updates |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
NotFair Google Ads execution handoff - CallRail Lexington call asset - 2026-06-13 |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
Litify team empty-field audit: coverage and damages gaps, 2026-06-13 |
Open |
| 2026-06-14 |
High |
In Progress |
Daily Litify GCLID propagation run - 2026-06-14 |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
SAIL-AWAY PTO cutover completed - 2026-06-14 |
Open |
| 2026-06-14 |
High |
Needs Follow-up |
Attorney Hub fallback drilldowns staged and validated - 2026-06-14 |
Open |
| 2026-06-13 |
High |
Needs Follow-up |
Austin Attorney Hub Caseload Summary rebuild - 2026-06-13 |
Open |
| 2026-06-13 |
High |
Needs Follow-up |
Adjuster package Litify writeback completed, sends held for PDF attachment path - 2026-06-13 |
Open |
| 2026-06-13 |
Medium |
Needs Follow-up |
Agent 2 GCLID Notion entry verification - 2026-06-13 |
Open |
| 2026-06-13 |
High |
Needs Follow-up |
Daily Briefing — 2026-06-12 (Friday) |
Open |
| 2026-06-13 |
High |
Needs Follow-up |
Session Export - KB log handling, CallRail Ads alignment, and Site QA scanner staging - 2026-06-13 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Kathy Mail to Litify Project Status Review - 2026-06-12 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Fax access check and Mail Room membership attempt - 2026-06-12 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Sam Hub Dashboard Redesign - Preserve Original Metrics - 2026-06-10 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Litify Proof-of-Loss Template Search - 2026-06-09 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Attorney Hub Link Audit Remaining Hubs Handoff - 2026-06-12 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Adjuster Update Letters from Trent Treatment Low-Limits Report (verified + drafted) - 2026-06-09 |
Open |
| 2026-06-12 |
High |
In Progress |
Daily Litify GCLID propagation run 2026-06-12 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Accounting Recap Wide Second-Pass Review - 2026-06-12 |
Open |
| 2026-06-12 |
High |
Needs Follow-up |
Accounting Recap Flags Review - 2026-06-11 |
Open |
| 2026-06-12 |
Medium |
Needs Follow-up |
Abi hub Demands Pending Review link repair - 2026-06-11 |
Open |
| 2026-06-11 |
Medium |
Needs Follow-up |
Abigail Demand Prep report link repair - 2026-06-11 |
Open |
| 2026-06-11 |
Medium |
Needs Follow-up |
Attorney Hub data gap tiles linkable, Payton and Nick, 2026-06-11 |
Open |
| 2026-06-11 |
High |
In Progress |
Sam Hub Executive Homepage Staging - 2026-06-11 |
Open |
| 2026-06-11 |
High |
Needs Follow-up |
Handoff — Marketing Center close-out: SF OAuth reauth is the sole blocker (2026-06-06) |
Open |
| 2026-06-10 |
High |
Needs Follow-up |
Google Ads Conversion Quality Deep Dive - 2026-06-10 |
Open |
| 2026-06-09 |
High |
Needs Follow-up |
Jimmy Attorney Hub stale-case follow-up, backend fixed and UI binding needs remediation, 2026-06-09 |
Open |
| 2026-06-09 |
High |
Needs Follow-up |
Session Export - Jimmy Attorney Hub No-Activity Reconciliation - 2026-06-04 |
Open |
| 2026-06-05 |
High |
Needs Follow-up |
Attorney Hub Birthday Suppression Tightened - 2026-06-05 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
Accounting recap PDF archive and Litify reconciliation - 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
Community Hub Deep Build Evidence and Drafts - 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
SAIL-AWAY calendar access mirrored from SAIL Boat - 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
SAIL-AWAY shared mailbox calendar created and Graph verified - 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
Litify Birthday Text Queue Read-Only Review - 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
Attorney Hub Client Birthdays Staged - 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
Birthday text workflow through Litify and RingCentral, 2026-06-04 |
Open |
| 2026-06-04 |
High |
Needs Follow-up |
OptiSigns TV preview deployed with Salesforce review adapter - 2026-06-04 |
Open |
| 2026-06-03 |
High |
Needs Follow-up |
CMO dashboard feasibility review from Litify Marketing Center - 2026-05-20 |
Open |
| 2026-06-03 |
High |
Needs Follow-up |
SAIL-AWAY Graph backend and Nathaniel dependency diagnostic - 2026-06-03 |
Open |
| 2026-06-03 |
High |
Needs Follow-up |
Litify RingCentral direct text sender staged, 2026-06-03 |
Open |
| 2026-06-03 |
High |
Needs Follow-up |
SAIL-AWAY PTO sync writer trace - 2026-06-03 |
Open |
| 2026-06-03 |
High |
Needs Follow-up |
SAIL-AWAY PTO sync coupling assessment - 2026-06-03 |
Open |
| 2026-06-03 |
High |
Needs Follow-up |
SAIL Boat to SAIL-AWAY migration dry-run package - 2026-06-03 |
Open |
| 2026-06-02 |
High |
Needs Follow-up |
OptiSigns Office TV Protected Preview, SAIL Boat, Teams, and Reviews - 2026-06-02 |
Open |
| 2026-06-01 |
High |
Needs Follow-up |
April-May 2026 Litify Marketing Expense Reconciliation - 2026-06-01 |
Open |
| 2026-06-01 |
High |
Needs Follow-up |
Session Export — Marketing Center: live data wiring complete (4 waves, 2026-06-01) |
Open |
| 2026-06-01 |
High |
Needs Follow-up |
Check: did the ExactaCare/Guetter email-to-Litify automation run today (2026-05-31) |
Open |
| 2026-05-31 |
High |
Needs Follow-up |
Implementation Review: Attorney Hub Agentforce Insurance Knowledge |
Open |
| 2026-05-31 |
High |
Needs Follow-up |
Follow-up: salesforce-developer v2.1.0 + sail-skills repo/mount drift finding (2026-05-31) |
Open |
| 2026-05-31 |
Medium |
Needs Follow-up |
Session: salesforce-developer optimized into SAIL Litify build layer (2026-05-31) |
Open |
| 2026-05-30 |
High |
Needs Follow-up |
Live Website Form Parity Audit, Litify and Email Intake Routing, 2026-05-30 |
Open |
| 2026-05-30 |
High |
Needs Follow-up |
Webform Lead 83-86 Graph and Litify Diagnostic - 2026-05-30 |
Open |
| 2026-05-29 |
High |
Needs Follow-up |
Sam Cares redesign package and full-width QA, 2026-05-29 |
Open |
| 2026-05-29 |
High |
Needs Follow-up |
Google LSA blank Intake backfill build and dry run, 2026-05-29 |
Open |
| 2026-05-29 |
High |
Needs Follow-up |
Google LSA six missing Salesforce row trace, 2026-05-29 |
Open |
| 2026-05-29 |
High |
Needs Follow-up |
Rendered mobile QA results for Litify attorney hubs, 2026-05-28 |
Open |
| 2026-05-29 |
High |
Needs Follow-up |
Litify Agent-Driven Case Management Feasibility and Build Readiness - 2026-05-28 |
Open |
| 2026-05-28 |
High |
Needs Follow-up |
Litify Teams and Google Drive pilot first matter link - 2026-05-27 |
Open |
| 2026-05-28 |
High |
Needs Follow-up |
Pending Litify roundtable action digest from Outlook and Litify - 2026-05-27 |
Open |
| 2026-05-27 |
High |
Needs Follow-up |
Session Export: Marketing Invoice Reconciliation Intake - 2026-05-27 |
Open |
| 2026-05-27 |
High |
Needs Follow-up |
Litify Web Form Fill Log and MVA Dashboard Tiles - 2026-05-26 |
Open |
| 2026-05-26 |
High |
Needs Follow-up |
Litify provider workflow - Providers Seen to Requests tab |
Open |
| 2026-05-26 |
High |
Needs Follow-up |
Litify provider data model correction - Providers Seen should be structured |
Open |
| 2026-05-25 |
High |
Active |
Session Export — Marketing Center buildout (handoff, 2026-05-25) |
Open |
| 2026-05-25 |
High |
In Progress |
Session Export — 2026-05-25: Live backend direction + deploy = Render + Notion KB still pending |
Open |
| 2026-05-18 |
Medium |
Needs Follow-up |
Litify Matter Information Field Review, 2026-05-18 |
Open |
| 2026-05-17 |
High |
Needs Follow-up |
RingCentral recipient dropdown dedupe follow-up - 2026-05-17 |
Open |
| 2026-05-17 |
Medium |
Needs Follow-up |
Litify Parental Leave Policy - 2026-05-14 [Needs Follow-up] |
Open |
| 2026-05-17 |
High |
Needs Follow-up |
2026-05-14 RingCentral parallel QA linkage and SMS Magic staging [Active Source] |
Open |
| 2026-05-17 |
High |
Active |
RingCentral Next Step and Decision Channel - 2026-05-17 |
Open |
| 2026-05-17 |
High |
Active |
RingCentral Matter Recipient Selector Decision - 2026-05-17 |
Open |
| 2026-05-17 |
High |
Active |
RingCentral Matter Communications Next-Step Recommendation - 2026-05-17 |
Open |
| 2026-05-14 |
Medium |
In Progress |
2026-05-14 RingCentral timeline title cleanup |
Open |
| 2026-05-14 |
Medium |
In Progress |
2026-05-14 RingCentral timeline explainer removal |
Open |
| 2026-05-14 |
Medium |
In Progress |
2026-05-14 RingCentral panel duplicate Matter label cleanup |
Open |
| 2026-05-14 |
High |
In Progress |
2026-05-14 RingCentral tab order and SMS menu retirement staging |
Open |
| 2026-05-14 |
High |
In Progress |
2026-05-14 RingCentral real messaging and softphone wiring plan |
Open |
| 2026-05-14 |
High |
Active |
RingSense Remaining Recommendations, 2026-05-14 |
Open |
| 2026-05-14 |
High |
In Progress |
sail-dashboard — full vision capture + current scaffold snapshot (2026-05-14) |
Open |
| 2026-05-14 |
Medium |
In Progress |
sail-dashboard — dropped /tv prefix + new clean palette (rust/cream on deep navy) |
Open |
| 2026-05-14 |
High |
Active |
Attorney Hub - Payton: Session Export + Agent Handoff (2026-05-13 PM) |
Open |
| 2026-05-14 |
High |
Active |
Attorney Hub - Payton: Session Export + Agent Handoff (2026-05-13) |
Open |
| 2026-05-13 |
High |
In Progress |
sail-dashboard — Attorney TV shipped (leaderboard + per-attorney views, 13 attorneys, $85.6M / $24.9M net fees) |
Open |
| 2026-05-13 |
High |
In Progress |
RingCentral Matter Tab Access Patch and QA Handoff - 2026-05-13 |
Open |
| 2026-05-13 |
High |
Active |
RingSense Workflow Recommendations, 2026-05-13 |
Open |
| 2026-05-13 |
High |
In Progress |
sail-dashboard built — firm ops hub at dashboard.demandsam.com (CMO TV live with 2025+ Litify data) |
Open |
| 2026-05-13 |
High |
Needs Follow-up |
2026-05-13 RingCentral dispatcher handoff comprehensive session |
Open |
| 2026-05-13 |
Medium |
Needs Follow-up |
Litify Intake Billing Address label investigation, 2026-05-12 |
Open |
| 2026-05-13 |
Medium |
Needs Follow-up |
RC Migration Sync — HANDOFF (Pending QA Decisions) — 2026-04-30 |
Open |
| 2026-05-13 |
High |
Needs Follow-up |
Source Category Validation Rule Handoff - 2026-04-27 |
Open |
| 2026-05-12 |
High |
Active |
LitiSAIL Repository Health and Knowledge Base Cleanup Hub - 2026-05-12 |
Open |
| 2026-05-11 |
High |
Needs Follow-up |
Meta Ads API to Litify Salesforce Integration, Initial Architecture |
Open |
| 2026-05-08 |
Medium |
Active |
Reminder: sail-litify branch triage session (target week of 2026-05-11) |
Open |
| 2026-05-04 |
High |
Active |
Daily Briefing — 2026-05-04 (Monday) |
Open |
| 2026-05-02 |
High |
Active |
Litify Forensic Audit, Task Redesign, and Rebuild -- Handoff Doc |
Open |
| 2026-04-30 |
High |
In Progress |
Litify stale-task cleanup follow-up - 2026-04-26 |
Open |
| 2026-04-27 |
Medium |
In Progress |
Litify live naming sweep - reports, list views, dashboards - 2026-04-27 |
Open |
| 2026-04-27 |
High |
In Progress |
RingCentral Task Linkage Quality Agent Handoff - 2026-04-27 |
Open |
| 2026-04-27 |
High |
Needs Follow-up |
Joe CMO access direction runbook update - 2026-04-27 |
Open |
| 2026-04-27 |
High |
Needs Follow-up |
Joe CMO onboarding ASAP readiness deep dive - 2026-04-27 |
Open |
| 2026-04-25 |
High |
Needs Follow-up |
PTO Request Config Execution - 2026-04-25 |
Open |
| 2026-04-25 |
High |
Active |
Litify -> Google Ads Data Manager conversion import spec - 2026-04-17 |
Open |
| 2026-04-25 |
Medium |
Active |
Litify Skills Stack — Index (11 skills) |
Open |
| 2026-04-23 |
High |
Active |
Routine System Establishment: 12 Routines + Google Ads War Room + Slash Commands (2026-04-16) |
Open |
| 2026-04-21 |
High |
Active |
Build Brief: RingCentral SMS Chat-Bubble LWC for Matter and Intake (phase 2) |
Open |
| 2026-04-21 |
High |
Active |
Build/Forward Track decisions, P05 execution, contact phone flow incident — 2026-04-18 |
Open |
| 2026-04-18 |
Medium |
Active |
P18 scaffolded — CallRail ghost Party cleanup (1,163 Accounts) — 2026-04-17 |
Open |
| 2026-04-17 |
Medium |
Active |
Session 2026-04-17 — Schema/Metadata Track: P06 + P07 scaffold, Nathaniel integration audit, P16 scaffold |
Open |
| 2026-04-17 |
High |
Active |
Salesforce Cleanup Projects — 15 pending items scaffolded + 4 execution handoffs |
Open |
| 2026-04-16 |
High |
Active |
Litify task automation Phase 1 execution plan and rollback map - 2026-04-16 |
Open |
| 2026-04-15 |
High |
Active |
RingCentral → Litify SMS Sync built and wave1 backfill (2026-04-14) |
Open |
| 2026-04-10 |
High |
Active |
Salesforce AI Toolkit: Clientell + CLI + MCP Setup |
Open |
| 2026-04-03 |
High |
Active |
Meeting Confirmation Flows via Case Status (March 31 - April 3, 2026) |
Open |
| 2026-03-20 |
High |
Active |
Daily Coding Audit: Baseline (March 18, 2026) |
Open |