Litify

742 entries tagged with project Litify.

Status breakdown

• Complete: 607
• Needs Follow-up: 89
• Active: 25
• In Progress: 18
• On Hold: 3

Type breakdown

• Handoff Doc: 410
• Conversation: 205
• Workflow: 66
• Decision: 40
• Document: 12
• Skill: 9

Entries (newest first)

• 2026-06-16 · Workflow · Needs Follow-up · Daily Litify attribution GCLID propagation audit - 2026-06-16
• 2026-06-16 · Conversation · Needs Follow-up · Terry/Jordan Treatment Damages Audit - 2026-06-15
• 2026-06-16 · Workflow · Complete · Accounting controls skill and audit rerun - 2026-06-15
• 2026-06-16 · Workflow · Complete · Accounting recap red-flag audit correction - 2026-06-15
• 2026-06-16 · Workflow · Complete · Corrected accounting audit email delivery format - 2026-06-15
• 2026-06-16 · Handoff Doc · Needs Follow-up · Kathy Mail to Litify scheduler and Drive OCR pilot - 2026-06-16
• 2026-06-16 · Workflow · Complete · Accounting audit slash command repair and four-window run - 2026-06-15
• 2026-06-16 · Handoff Doc · Complete · Sam Hub Marketing Operating Brief Deployed - 2026-06-15
• 2026-06-16 · Document · Complete · PHI-safe Vertex/Gemini inside Litify blueprint - 2026-06-15
• 2026-06-16 · Conversation · Complete · Attorney Hub Payton Priority Work Completion - 2026-06-15
• 2026-06-15 · Handoff Doc · Complete · 2026-06-15 Simple Vendor Delta Add List
• 2026-06-15 · Conversation · Complete · 2026-06-15 Attorney Hub Priority Work Panel Deployed
• 2026-06-15 · Handoff Doc · Needs Follow-up · Litify Agentforce A-C continuation, CLI refresh, Builder check, cloud sync deploy, 2026-06-15
• 2026-06-15 · Handoff Doc · Complete · Session Export - Attorney Hub Active Cases First - 2026-06-15
• 2026-06-15 · Workflow · In Progress · Command Center live intake lane wired - 2026-06-15
• 2026-06-15 · Handoff Doc · Needs Follow-up · Litify Agentforce clean repo migration and mobile operations authoring handoff, 2026-06-15
• 2026-06-15 · Conversation · Complete · Litify MRI Request Requirement Removed and Optional Layout Fields Hidden - 2026-06-15
• 2026-06-15 · Handoff Doc · Complete · 2026-06-15 Site Form and Registry Contract Reconciliation
• 2026-06-15 · Decision · Complete · 2026-06-15 Litify MRI blank-status cleanup boundary closeout
• 2026-06-15 · Handoff Doc · Complete · 2026-06-15 Litify MRI digest blank-status label deployment
• 2026-06-15 · Handoff Doc · Needs Follow-up · 2026-06-15 OptiSigns Office TV protected preview and asset setup
• 2026-06-15 · Workflow · Needs Follow-up · SAIL-AWAY PTO drift monitor staged - 2026-06-15
• 2026-06-15 · Handoff Doc · Complete · 2026-06-15 Litify Jon Hollan MRI digest frequency and data QA
• 2026-06-15 · Workflow · Needs Follow-up · Command Center Iteration Loop run - 2026-06-15
• 2026-06-15 · Handoff Doc · Needs Follow-up · Attorney Hub Phone KPI Live Refresh - 2026-06-15
• 2026-06-15 · Handoff Doc · Needs Follow-up · Daily Litify GCLID propagation audit blocked at runner surface 2026-06-15
• 2026-06-15 · Handoff Doc · Needs Follow-up · Agentforce Builder visual verification for Litify Mobile Operations Agent
• 2026-06-15 · Handoff Doc · Complete · Litify Mobile Operations Agent Deployed and Activated
• 2026-06-15 · Conversation · Complete · Litify MRI Completed Request Link Requirement Removed - 2026-06-14
• 2026-06-15 · Handoff Doc · Complete · Conflict Check Popup Removed from Agentforce User Permission Set
• 2026-06-14 · Handoff Doc · Needs Follow-up · Litify mobile operations Agentforce replacement staged - 2026-06-14
• 2026-06-14 · Handoff Doc · Complete · Session Export: Salesforce Design slash command skill restored - 2026-06-14
• 2026-06-14 · Handoff Doc · Complete · Session Export: Salesforce Litify Hubs local orientation repo staged, 2026-06-14
• 2026-06-14 · Conversation · Complete · Attorney Hub Phone KPI Feasibility Check - 2026-06-14
• 2026-06-14 · Handoff Doc · Needs Follow-up · Salesforce mobile conflict-check agent swap status - 2026-06-14
• 2026-06-14 · Handoff Doc · Needs Follow-up · Command Center daily ops deep dive - 2026-06-14
• 2026-06-14 · Handoff Doc · Needs Follow-up · Agentforce and Needs Follow-up dashboard handoff - 2026-06-14
• 2026-06-14 · Handoff Doc · Needs Follow-up · Attorney Hub action item recommendations: stale treatment and damages adjuster updates
• 2026-06-14 · Conversation · In Progress · Daily Litify GCLID propagation run - 2026-06-14
• 2026-06-14 · Handoff Doc · Needs Follow-up · SAIL-AWAY PTO cutover completed - 2026-06-14
• 2026-06-14 · Skill · Complete · Attorney Hub workup skill count-to-drilldown rule added - 2026-06-14
• 2026-06-14 · Handoff Doc · Needs Follow-up · Attorney Hub fallback drilldowns staged and validated - 2026-06-14
• 2026-06-14 · Handoff Doc · Complete · Session Export - GCLID runner completion and KB drift follow-up - 2026-06-14
• 2026-06-14 · Handoff Doc · Complete · Session Export - GCLID runner completion and KB drift follow-up - 2026-06-14
• 2026-06-14 · Workflow · Complete · Command Center Iteration Loop run - 2026-06-13
• 2026-06-14 · Conversation · Complete · Attorney Hub low-coverage damages tile correction, 2026-06-13
• 2026-06-13 · Conversation · Complete · Attorney Hub Caseload Details high-priority treatment tiles, 2026-06-13
• 2026-06-13 · Conversation · Complete · Attorney Hub Caseload Details Visual Update - 2026-06-13
• 2026-06-13 · Handoff Doc · Needs Follow-up · Austin Attorney Hub Caseload Summary rebuild - 2026-06-13
• 2026-06-13 · Handoff Doc · Complete · Attorney Hub removal: open-date treatment checkpoints
• 2026-06-13 · Handoff Doc · Complete · Session Export - KB drift handoffs execution - 2026-06-13
• 2026-06-13 · Handoff Doc · Complete · Agent 4 Nick Agentforce KB cleanup - 2026-06-13
• 2026-06-13 · Handoff Doc · Needs Follow-up · Adjuster package Litify writeback completed, sends held for PDF attachment path - 2026-06-13
• 2026-06-13 · Handoff Doc · Needs Follow-up · NotFair Google Ads execution handoff - CallRail Lexington call asset - 2026-06-13
• 2026-06-13 · Conversation · Needs Follow-up · Agent 2 GCLID Notion entry verification - 2026-06-13
• 2026-06-13 · Document · Needs Follow-up · Litify team empty-field audit: coverage and damages gaps, 2026-06-13
• 2026-06-13 · Handoff Doc · Needs Follow-up · Session Export - KB log handling, CallRail Ads alignment, and Site QA scanner staging - 2026-06-13
• 2026-06-13 · Handoff Doc · Complete · Agent handoffs for KB drift clashes - 2026-06-13
• 2026-06-13 · Decision · Complete · Litify coverage report field check: Total Known Coverage vs Minimum Known Coverage, 2026-06-13
• 2026-06-13 · Handoff Doc · Complete · Attorney Hub Closed Cases 30 Day tile deployed
• 2026-06-13 · Handoff Doc · Complete · Attorney Hub action item investigation: treatment status checkpoint
• 2026-06-13 · Handoff Doc · Complete · 2026-06-13 Litify attorney hub Demands Pending Review definition corrected
• 2026-06-13 · Conversation · Complete · Daily Litify attribution GCLID propagation - 2026-06-13 blocked runner, completed mail audit
• 2026-06-12 · Conversation · Complete · 2026-06-12 Attorney Hub Demands Pending Review Link Audit Completion
• 2026-06-12 · Handoff Doc · Needs Follow-up · Kathy Mail to Litify Project Status Review - 2026-06-12
• 2026-06-12 · Workflow · Complete · Accounting recap finance-control audit routine update - 2026-06-12
• 2026-06-12 · Workflow · Complete · Accounting recap finance-control audit routine update - 2026-06-12
• 2026-06-12 · Conversation · Needs Follow-up · Fax access check and Mail Room membership attempt - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Agentforce Live Foundation - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Command Center Case Manager Wiring - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Codex Review - Kathy Mail to Litify Backfill Handoff - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Treatment QA Cleanup and AI Next Step - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Litify Case Manager Command Center Revision - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Treatment Damages Sort and Naming Cleanup - 2026-06-12
• 2026-06-12 · Handoff Doc · Needs Follow-up · Sam Hub Dashboard Redesign - Preserve Original Metrics - 2026-06-10
• 2026-06-12 · Handoff Doc · Complete · Kathy Mail to Litify Backfill - Live Guarded Write - 2026-06-09
• 2026-06-12 · Handoff Doc · Needs Follow-up · Litify Proof-of-Loss Template Search - 2026-06-09
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Treatment QA Issue-First Cleanup - 2026-06-12
• 2026-06-12 · Handoff Doc · Needs Follow-up · Attorney Hub Link Audit Remaining Hubs Handoff - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Recent Treatment Call Queue Removal - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Open Matters by Stage Source Reports - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Sam Hub Treatment QA Source-Link Repair - 2026-06-12
• 2026-06-12 · Conversation · Complete · Sam Hub Employment Status Missing source link - 2026-06-12
• 2026-06-12 · Conversation · Complete · Sam Hub open matters by stage panel - 2026-06-12
• 2026-06-12 · Conversation · Complete · Sam Hub glanceable tabs and Marketing cards - 2026-06-12
• 2026-06-12 · Conversation · Complete · 2026-06-12 Sam Hub treatment QA relevance cleanup
• 2026-06-12 · Conversation · Complete · 2026-06-12 Sam Hub tile link and report drilldown QA
• 2026-06-12 · Skill · Complete · Sam Hub treatment QA tile source-link repair - 2026-06-12
• 2026-06-12 · Decision · Complete · Sam Hub canonical dashboard correction - 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Litify Knowledge Center SOP Added - Attorney Hub Client Birthday Outreach - 2026-06-12
• 2026-06-12 · Workflow · Needs Follow-up · Daily Briefing — 2026-06-12 (Friday)
• 2026-06-12 · Conversation · Complete · RingCentral SMS broker monitor blocked by shell surface on 2026-06-12
• 2026-06-12 · Conversation · In Progress · Daily Litify GCLID propagation run 2026-06-12
• 2026-06-12 · Handoff Doc · Complete · Command Center live tiles + SF MCP Worker OAuth fix (2026-06-12)
• 2026-06-12 · Handoff Doc · Complete · Marketing Center OAuth Close-Out Completion - 2026-06-12
• 2026-06-12 · Conversation · Complete · Litify MRI Request Field Access Follow-up - 2026-06-11
• 2026-06-12 · Handoff Doc · Complete · Abi Attorney Hub Link Audit and Live Deploy - 2026-06-12
• 2026-06-12 · Conversation · Needs Follow-up · Accounting Recap Wide Second-Pass Review - 2026-06-12
• 2026-06-12 · Conversation · Complete · Litify MRI Status Cleanup Validation Repair - 2026-06-11
• 2026-06-12 · Handoff Doc · Needs Follow-up · Accounting Recap Flags Review - 2026-06-11
• 2026-06-12 · Workflow · Complete · Accounting Recap Finance-Control Cron Setup - 2026-06-11
• 2026-06-12 · Handoff Doc · Needs Follow-up · Abi hub Demands Pending Review link repair - 2026-06-11
• 2026-06-11 · Handoff Doc · Needs Follow-up · Abigail Demand Prep report link repair - 2026-06-11
• 2026-06-11 · Handoff Doc · Needs Follow-up · Attorney Hub data gap tiles linkable, Payton and Nick, 2026-06-11
• 2026-06-11 · Decision · Complete · Payton Litigation dashboard staged buildout - 2026-06-11
• 2026-06-11 · Decision · Complete · Payton Litigation dashboard placeholder check - 2026-06-11
• 2026-06-11 · Handoff Doc · Complete · Eve.legal Lightning Embed Build + Eve Skills Pack — 2026-06-11
• 2026-06-11 · Handoff Doc · In Progress · Sam Hub Executive Homepage Staging - 2026-06-11
• 2026-06-11 · Handoff Doc · Complete · Website Forms Alert Communications Routing Update - 2026-06-11
• 2026-06-11 · Handoff Doc · Needs Follow-up · Handoff — Marketing Center close-out: SF OAuth reauth is the sole blocker (2026-06-06)
• 2026-06-11 · Document · Complete · Daily Briefing 2026-06-11 (Thursday)
• 2026-06-10 · Handoff Doc · Needs Follow-up · Google Ads Conversion Quality Deep Dive - 2026-06-10
• 2026-06-10 · Workflow · Complete · Treatment Status Call QA Audit Pilot - 2026-06-10
• 2026-06-10 · Handoff Doc · Complete · Attorney Hub accident treatment no-MRI aging deploy - 2026-06-10
• 2026-06-10 · Workflow · Complete · Command Center Iteration Loop - 2026-06-10
• 2026-06-10 · Conversation · Complete · Daily Litify GCLID propagation audit blocked by exec surface on 2026-06-10
• 2026-06-09 · Handoff Doc · Complete · Attorney Hub Birthday Outreach A-D Completion - 2026-06-09
• 2026-06-09 · Handoff Doc · Needs Follow-up · Jimmy Attorney Hub stale-case follow-up, backend fixed and UI binding needs remediation, 2026-06-09
• 2026-06-09 · Workflow · Complete · MVA-first marketing activation exporter and skill updates - 2026-06-09
• 2026-06-09 · Conversation · Complete · Nathaniel Request tab oversight message draft - 2026-06-09
• 2026-06-09 · Handoff Doc · Complete · Attorney Hub Birthday Deploy and Deceased Backfill - 2026-06-09
• 2026-06-09 · Conversation · Complete · Litify Request tab adoption read by team - 2026-06-09
• 2026-06-09 · Conversation · Complete · RingCentral Attorney Hub Phone KPI Feasibility Workup - 2026-06-09
• 2026-06-09 · Handoff Doc · Needs Follow-up · Adjuster Update Letters from Trent Treatment Low-Limits Report (verified + drafted) - 2026-06-09
• 2026-06-09 · Conversation · Complete · RingCentral SMS broker health monitor failure - 2026-06-09
• 2026-06-09 · Conversation · Complete · Daily Litify GCLID propagation audit 2026-06-09
• 2026-06-08 · Workflow · Complete · Command Center iteration loop - 2026-06-08
• 2026-06-08 · Conversation · Complete · Daily Litify attribution GCLID propagation, 2026-06-08
• 2026-06-07 · Conversation · Complete · Marketing Center live data repair - 2026-06-07
• 2026-06-07 · Workflow · Complete · RC Migration Sync - 2026-06-07
• 2026-06-07 · Conversation · Complete · Daily RingCentral SMS broker health monitor failed on execution surface, 2026-06-07
• 2026-06-07 · Conversation · Complete · Daily Litify GCLID propagation audit 2026-06-07
• 2026-06-06 · Conversation · Complete · Litify external attorney referral open non-Resolution case pull - 2026-06-06
• 2026-06-06 · Conversation · Complete · Daily Litify attribution GCLID propagation diagnostic, shell-blocked on 2026-06-06
• 2026-06-05 · Workflow · Complete · RC Migration Sync - 2026-06-05
• 2026-06-05 · Handoff Doc · Needs Follow-up · Attorney Hub Birthday Suppression Tightened - 2026-06-05
• 2026-06-04 · Handoff Doc · Needs Follow-up · Accounting recap PDF archive and Litify reconciliation - 2026-06-04
• 2026-06-04 · Workflow · Complete · ExactaCare/Aptiva connector Drive queue rerun - 2026-06-04
• 2026-06-04 · Handoff Doc · Complete · SAIL Marketing ROI Command Center View - 2026-06-04
• 2026-06-04 · Workflow · Complete · SAIL Command Center Today Attention Panel - 2026-06-04
• 2026-06-04 · Workflow · Complete · Data Analytics Command Center Onboarding - 2026-06-04
• 2026-06-04 · Handoff Doc · Complete · Full IT and developer onboarding runbook, 2026-06-04
• 2026-06-04 · Handoff Doc · Complete · Litify worktree cleanup triage, 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · Our Results page — added 12 case results, merged + re-sorted (page 54) — 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · Community Hub Deep Build Evidence and Drafts - 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · SAIL-AWAY calendar access mirrored from SAIL Boat - 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · SAIL-AWAY shared mailbox calendar created and Graph verified - 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · Litify Birthday Text Queue Read-Only Review - 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · Attorney Hub Client Birthdays Staged - 2026-06-04
• 2026-06-04 · Handoff Doc · Complete · RingCentral Litify SMS IT runbook, 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · Session Export - Jimmy Attorney Hub No-Activity Reconciliation - 2026-06-04
• 2026-06-04 · Handoff Doc · Complete · Litify RingCentral SMS live test and daily monitor update, 2026-06-04
• 2026-06-04 · Conversation · Complete · RingCentral SMS Draft Path for Attorney Hub Birthday Rows - 2026-06-04
• 2026-06-04 · Handoff Doc · Needs Follow-up · Birthday text workflow through Litify and RingCentral, 2026-06-04
• 2026-06-04 · Conversation · Complete · RingCentral SMS broker monitor blocked, 2026-06-04 14:16 ET run
• 2026-06-04 · Handoff Doc · Needs Follow-up · OptiSigns TV preview deployed with Salesforce review adapter - 2026-06-04
• 2026-06-04 · Conversation · Complete · Daily Litify GCLID propagation run, 2026-06-04
• 2026-06-04 · Conversation · Complete · 2026-06-03 RingCentral SMS broker monitor failed
• 2026-06-03 · Handoff Doc · Complete · ExactaCare portal evidence and Trent treatment workflow - 2026-06-03
• 2026-06-03 · Handoff Doc · Needs Follow-up · CMO dashboard feasibility review from Litify Marketing Center - 2026-05-20
• 2026-06-03 · Conversation · Complete · Hannah Foster Microsoft Graph Activity Review - 2026-06-03
• 2026-06-03 · Conversation · Complete · Hannah Foster Work Activity Check - 2026-06-03
• 2026-06-03 · Conversation · Complete · Hannah Foster Salesforce and Exchange Sign-ins Export - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Trent Negotiation Deep Review - First 12 Files - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Trent Caseload Triage - June 3, 2026
• 2026-06-03 · Handoff Doc · Complete · Litify RingCentral direct SMS activation, 2026-06-03
• 2026-06-03 · Handoff Doc · Needs Follow-up · SAIL-AWAY Graph backend and Nathaniel dependency diagnostic - 2026-06-03
• 2026-06-03 · Handoff Doc · Needs Follow-up · Litify RingCentral direct text sender staged, 2026-06-03
• 2026-06-03 · Workflow · Complete · Attribution status sync automation and webform blocker cleanup - 2026-06-03
• 2026-06-03 · Handoff Doc · Needs Follow-up · SAIL-AWAY PTO sync writer trace - 2026-06-03
• 2026-06-03 · Conversation · Complete · Litify RingCentral text send behavior check - 2026-06-03
• 2026-06-03 · Workflow · Complete · Marketing activation dry run for Google Ads Meta and GA4 - 2026-06-03
• 2026-06-03 · Decision · Complete · Marketing priority memory update - car accidents first - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Google Ads OCT GCLID Field Reconciliation - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Recent Converted GCLID Example and OCT Impact - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Custom Contact Form OCT Config Handoff - 2026-06-03
• 2026-06-03 · Conversation · Complete · Salesforce to Google Ads audience and conversion data assessment - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Drew Team GCLID Email Live Verification - 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · Contact Form GCLID Propagation Fix - 2026-06-03
• 2026-06-03 · Workflow · Complete · Hosted attribution status endpoint build - 2026-06-03
• 2026-06-03 · Handoff Doc · Needs Follow-up · SAIL-AWAY PTO sync coupling assessment - 2026-06-03
• 2026-06-03 · Handoff Doc · Needs Follow-up · SAIL Boat to SAIL-AWAY migration dry-run package - 2026-06-03
• 2026-06-03 · Conversation · Complete · Daily Litify GCLID propagation run 2026-06-03
• 2026-06-03 · Handoff Doc · Complete · RingCentral Matter and Intake Panel Completion - 2026-06-03
• 2026-06-02 · Handoff Doc · Needs Follow-up · OptiSigns Office TV Protected Preview, SAIL Boat, Teams, and Reviews - 2026-06-02
• 2026-06-02 · Workflow · Complete · Attribution command center status - GCLID, CallRail, Google Ads, and lead alerts - 2026-06-02
• 2026-06-02 · Handoff Doc · Complete · Alert Webhook Safety Check After Form Parity Option A, 2026-06-02
• 2026-06-02 · Conversation · Complete · Daily Litify attribution GCLID propagation - 2026-06-02
• 2026-06-02 · Workflow · Complete · Weekly Litify Spend Export Live Refresh - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · sail-skills reconciliation resolved on main + salesforce-developer v2.1.0 live (2026-06-01)
• 2026-06-01 · Conversation · Complete · Litify login audit - Joe Choniski - 2026-06-01
• 2026-06-01 · Conversation · Needs Follow-up · April-May 2026 Litify Marketing Expense Reconciliation - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · Session :: OUTFRONT Invoice Reconciliation Completed - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · Session :: Marketing Expense Receipt Link Audit - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · Session :: OUTFRONT March-April-May 2026 Marketing Expense Entry
• 2026-06-01 · Handoff Doc · Complete · Option A Deployed, Live Form Class Normalization and Intake Parity QA, 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · OptiSigns Office TV Dashboard Phase 1 Build - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · OptiSigns Office TV Messaging Source Discovery and Plan - 2026-06-01
• 2026-06-01 · Handoff Doc · Needs Follow-up · Session Export — Marketing Center: live data wiring complete (4 waves, 2026-06-01)
• 2026-06-01 · Skill · Complete · Session: wp-form-deploy-qa skill hardened to v1.2.0 + slash command registered
• 2026-06-01 · Handoff Doc · Complete · 2026-06-01 Sidebar form single-submit repair
• 2026-06-01 · Handoff Doc · Complete · Approved Intake QA Follow-ups Completed, 2026-06-01
• 2026-06-01 · Workflow · Complete · Daily KB follow-up and drift scan rerun after Nick cleanup - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · Live Intake Form Contract Fix, Lexington and Related Variants, 2026-06-01
• 2026-06-01 · Workflow · Complete · Nick Agentforce stale blocker cleanup and KB drift workflow update - 2026-06-01
• 2026-06-01 · Conversation · Complete · Google Ads attribution repair run, 2026-06-01
• 2026-06-01 · Conversation · Complete · Daily Litify attribution GCLID propagation, 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · Reconcile sail-skills mount->repo: Tier 1 pushed to branch, Tier 2 held (2026-05-31)
• 2026-06-01 · Handoff Doc · Complete · Nick Agentforce Easy Access Hub Update - 2026-05-31
• 2026-06-01 · Handoff Doc · Needs Follow-up · Check: did the ExactaCare/Guetter email-to-Litify automation run today (2026-05-31)
• 2026-06-01 · Handoff Doc · Complete · Nick Attorney Hub Agentforce deployed and verified - 2026-06-01
• 2026-06-01 · Handoff Doc · Complete · Nick Attorney Hub Agent Tile Readability Deploy - 2026-06-01
• 2026-05-31 · Conversation · Complete · Nick Agentforce hub readability pass, 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Nick Agentforce hub UI readability and diagnostics, 2026-05-31
• 2026-05-31 · Conversation · Complete · Nick Agentforce publish diagnostics and QA packet - 2026-05-31
• 2026-05-31 · Conversation · Complete · Nick Agentforce permission audit and publish retry - 2026-05-31
• 2026-05-31 · Conversation · Complete · Nick Agentforce live preview QA runner - 2026-05-31
• 2026-05-31 · Conversation · Complete · Nick Agentforce validation, live preview, and QA runner - 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Nick Agentforce Tile Readability Fix - 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Nick Attorney Hub Agentforce Bundle Deployment - 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Nick Agentforce Hub guidance card correction, 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Attorney Hub Agentforce document draft prep deployment 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Session Export: Nick Agentforce Draft Document Prep Inspection - 2026-05-31
• 2026-05-31 · Conversation · Complete · Session Export: Attorney Agentforce Document Prep Advisor Review - 2026-05-31
• 2026-05-31 · Conversation · Complete · Attorney Hub Agentforce Insurance Knowledge Build - 2026-05-31
• 2026-05-31 · Conversation · Needs Follow-up · Implementation Review: Attorney Hub Agentforce Insurance Knowledge
• 2026-05-31 · Conversation · Complete · Agentforce Attorney Hubs: Nick Archive Search and Knowledge Tiles - 2026-05-31
• 2026-05-31 · Handoff Doc · Needs Follow-up · Follow-up: salesforce-developer v2.1.0 + sail-skills repo/mount drift finding (2026-05-31)
• 2026-05-31 · Handoff Doc · Complete · Skill update: litify-integration-ops retire Dialpad, add verified evidence map - 2026-05-31
• 2026-05-31 · Conversation · Complete · Session Export: Nick Attorney Agentforce Scoped Review, 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Agentforce Sidecar: Closed Matter vs Insurance Knowledge Action Recon, 2026-05-31
• 2026-05-31 · Conversation · Complete · Source-only sidecar: Nick Attorney Hub Agentforce UI inspection 2026-05-31
• 2026-05-31 · Workflow · Complete · Session export - Attribution, noindex, scheduled-skill, and automation repair - 2026-05-31
• 2026-05-31 · Conversation · Complete · Session Export: Attorney Hub Agentforce Report Advisor Build 2026-05-31
• 2026-05-31 · Skill · Complete · litify-knowledge-center skill rewrite: drift-proof source resolution, 2026-05-31
• 2026-05-31 · Handoff Doc · Needs Follow-up · Session: salesforce-developer optimized into SAIL Litify build layer (2026-05-31)
• 2026-05-31 · Handoff Doc · Complete · Opportunities backlog normalized and LSA reconcile executed, 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Opportunities backlog subagent triage, newest-first, 2026-05-31
• 2026-05-31 · Handoff Doc · Complete · Session Handoff — 2026-05-31 — Graph API + Teams Comms + Practice Areas Stand-Down
• 2026-05-30 · Handoff Doc · Complete · Session Export: Litify Design Skill and Prompt Library Pattern - 2026-05-30
• 2026-05-30 · Skill · Complete · Litify Design Pattern: Attorney Hub Prompt Library
• 2026-05-30 · Handoff Doc · Complete · Live Intake Recipient Expansion and Spanish Form Readback - 2026-05-30
• 2026-05-30 · Handoff Doc · Complete · ExactaCare diagnostic email to Litify backfill and QA - 2026-05-30
• 2026-05-30 · Handoff Doc · Complete · Session Export: Attorney Hub Agentforce Knowledge Tiles and Agent Blueprints - 2026-05-30
• 2026-05-30 · Handoff Doc · Needs Follow-up · Live Website Form Parity Audit, Litify and Email Intake Routing, 2026-05-30
• 2026-05-30 · Handoff Doc · Complete · 2026-05-30 Salesforce Agentforce attorney hub expansion
• 2026-05-30 · Handoff Doc · Needs Follow-up · Webform Lead 83-86 Graph and Litify Diagnostic - 2026-05-30
• 2026-05-30 · Conversation · Complete · 2026-05-30 Nick Agentforce Reusability Source Inspection
• 2026-05-30 · Conversation · Complete · Daily Litify GCLID propagation audit - 2026-05-30
• 2026-05-29 · Handoff Doc · Complete · Session Export - Kate Breedlove Intake/Webform Diagnosis - 2026-05-29
• 2026-05-29 · Conversation · Complete · Nick Attorney Hub Agentforce Workbench - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Nick Attorney Hub Team Resources verified live - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Attorney Hubs mobile QA, Needs Attention rename, and Agentforce schema handoff - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Attorney Hubs: Designed Drilldowns and Agentforce Metadata QA, 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Nick Attorney Hub Agentforce Workbench - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Attorney hubs Team Resources and Agentforce foundation, 2026-05-29
• 2026-05-29 · Workflow · Complete · Daily KB follow-up cleanup pass, 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Nick attorney hub team resources pilot, 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Attorney hub final mobile UI QA and responsive polish, 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Attorney hub circulation readiness QA and email draft, 2026-05-29
• 2026-05-29 · Conversation · Complete · Contact form submit redirect QA and Litify intake caveat - 2026-05-28
• 2026-05-29 · Handoff Doc · Needs Follow-up · Sam Cares redesign package and full-width QA, 2026-05-29
• 2026-05-29 · Conversation · Complete · Google LSA No-Phone Backlog Grouped Artifact - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Retired Risk Radar label in attorney hubs, 2026-05-29
• 2026-05-29 · Conversation · Complete · Google LSA CallRail Intake Backfill Apply plus 37 No-Phone Trace - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · Attorney Hub mobile workflow fix, 2026-05-29
• 2026-05-29 · Conversation · Needs Follow-up · Google LSA blank Intake backfill build and dry run, 2026-05-29
• 2026-05-29 · Document · Complete · Litify intake follow-up conflict report
• 2026-05-29 · Handoff Doc · Complete · Vercel feasibility check: Command Center Sam dashboard values and persistent handoffs 2026-05-28
• 2026-05-29 · Skill · Complete · Salesforce Design slash command skill, 2026-05-29
• 2026-05-29 · Conversation · Needs Follow-up · Google LSA six missing Salesforce row trace, 2026-05-29
• 2026-05-29 · Decision · Complete · Correction - Litify Reporting Presentation Language - 2026-05-29
• 2026-05-29 · Handoff Doc · Needs Follow-up · Rendered mobile QA results for Litify attorney hubs, 2026-05-28
• 2026-05-29 · Handoff Doc · Complete · Google LSA ingestion audit and workflow update - 2026-05-28
• 2026-05-29 · Handoff Doc · Complete · Litify Reporting UX and Salesforce Slash Command Strategy - 2026-05-29
• 2026-05-29 · Conversation · Complete · Session Export - CallRail API Investigation for Converted Intake Calls - 2026-05-29
• 2026-05-29 · Handoff Doc · Complete · LSA email versus CallRail summary comparison - 2026-05-28
• 2026-05-29 · Conversation · Complete · Session Export - CallRail Conversion Status vs Litify Converted Intake - 2026-05-28
• 2026-05-29 · Handoff Doc · Complete · Litify GLS join-path root cause - 2026-05-28
• 2026-05-29 · Conversation · Needs Follow-up · Litify Agent-Driven Case Management Feasibility and Build Readiness - 2026-05-28
• 2026-05-29 · Handoff Doc · Complete · Attorney hub share links and mobile operations QA handoff, 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Litify attorney hubs for remaining teams, deployed 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Marketing Dashboard Component Preflight and Health Audit - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Litify GLS lead email reconcile - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Second Fix for Litify Marketing Center Leads Dashboard Components - 2026-05-28
• 2026-05-28 · Conversation · Complete · Session Export - Local CallRail Offline Conversion Data Check - 2026-05-28
• 2026-05-28 · Conversation · Complete · Session Export - CallRail Offline Conversion Sheet - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Fixed Broken Litify Marketing Center Leads Dashboard - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Google Ads offline conversion sheet for converted webform intakes - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Litify GCLID conflict quarantine manifest - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Session Export — 2026-05-28: Command Center production-merged — orange theme, engines, clickable everywhere
• 2026-05-28 · Conversation · Complete · Webform GCLID intake cohort conversion check - 2026-05-28
• 2026-05-28 · Conversation · Complete · Daily Litify GCLID propagation audit - 2026-05-28
• 2026-05-28 · Handoff Doc · Complete · Connector OS v1 build - sail-command-center
• 2026-05-28 · Handoff Doc · Complete · Attorney Hub Overview Six-Card Tile Refresh (2026-05-27)
• 2026-05-28 · Handoff Doc · Complete · Litify Roundtable decision panel and pending report - 2026-05-27
• 2026-05-28 · Handoff Doc · Complete · Litify Quick Links cleanup and usage-based removals - 2026-05-27
• 2026-05-28 · Handoff Doc · Complete · SAIL command-center connector control plane spine - 2026-05-27
• 2026-05-28 · Handoff Doc · Complete · RingCentral Teams adoption rollout - 2026-05-27
• 2026-05-28 · Handoff Doc · Needs Follow-up · Litify Teams and Google Drive pilot first matter link - 2026-05-27
• 2026-05-28 · Handoff Doc · Needs Follow-up · Pending Litify roundtable action digest from Outlook and Litify - 2026-05-27
• 2026-05-28 · Handoff Doc · Complete · Attorney Hubs Remove Monthly New Cases Chart (2026-05-27)
• 2026-05-28 · Handoff Doc · Complete · Jon Attorney Hub Risk Row Move (2026-05-27)
• 2026-05-28 · Handoff Doc · Complete · Jon Attorney Hub Offers + Layout Fix (2026-05-27)
• 2026-05-28 · Handoff Doc · Complete · Litify RingCentral Knowledge Center guide updated - 2026-05-27
• 2026-05-27 · Handoff Doc · Complete · Litify Matter Communications UI Cleanup and Utility Bar Root Cause - 2026-05-27
• 2026-05-27 · Handoff Doc · Complete · RingCentral Matter Panel QA - Sam Dummy Record - 2026-05-27
• 2026-05-27 · Handoff Doc · Complete · 2026-05-27 S: Vendor to Litify Reconciliation
• 2026-05-27 · Conversation · Complete · Marketing Center live data diagnosis - 2026-05-27
• 2026-05-27 · Handoff Doc · Needs Follow-up · Session Export: Marketing Invoice Reconciliation Intake - 2026-05-27
• 2026-05-27 · Handoff Doc · Complete · Outlook Lit Events sync - Payton Klatt dry run - 2026-05-26
• 2026-05-27 · Handoff Doc · Needs Follow-up · Litify Web Form Fill Log and MVA Dashboard Tiles - 2026-05-26
• 2026-05-26 · Handoff Doc · Complete · Payton Hub data-hygiene recon - 2026-05-26
• 2026-05-26 · Workflow · Complete · Session Export - KB source of truth, ops refresh, website drift repairs, and GCLID hardening - 2026-05-26
• 2026-05-26 · Handoff Doc · Complete · Render and Vercel Command Center Unification Review
• 2026-05-26 · Conversation · Complete · Litify YTD Marketing Expense Exception Review and Backfill Check - 2026-05-26
• 2026-05-26 · Decision · Complete · Litify intake follow-up treatment source rule
• 2026-05-26 · Workflow · Complete · Litify treatment roadmap cleanup design
• 2026-05-26 · Workflow · Needs Follow-up · Litify provider workflow - Providers Seen to Requests tab
• 2026-05-26 · Decision · Needs Follow-up · Litify provider data model correction - Providers Seen should be structured
• 2026-05-26 · Handoff Doc · Complete · Litify primary treatment provider source discovery - treatment call notes
• 2026-05-26 · Handoff Doc · Complete · Litify primary treatment provider correction - Providers Seen source
• 2026-05-26 · Handoff Doc · Complete · Litify primary treatment provider correction - Requests tab source
• 2026-05-26 · Handoff Doc · Complete · Litify primary treatment provider correction - Current Treatment Plan source
• 2026-05-26 · Handoff Doc · Complete · Website drift and GCLID conflict breakdown - 2026-05-26
• 2026-05-26 · Workflow · Complete · Daily GCLID automation upgraded, 2026-05-26
• 2026-05-26 · Handoff Doc · Complete · Litify primary treatment provider backfill - 2026-05-26
• 2026-05-26 · Conversation · Complete · Daily Litify GCLID propagation audit 2026-05-26
• 2026-05-25 · Handoff Doc · Active · Session Export — Marketing Center buildout (handoff, 2026-05-25)
• 2026-05-25 · Handoff Doc · In Progress · Session Export — 2026-05-25: Live backend direction + deploy = Render + Notion KB still pending
• 2026-05-25 · Conversation · Complete · Daily Litify attribution GCLID propagation, 2026-05-25
• 2026-05-25 · Handoff Doc · Complete · Command Center Litify Report Hygiene: Sam's Dashboard and Marketing Reports
• 2026-05-25 · Handoff Doc · Complete · Jon Hollan Attorney Hub live + org-wide visibility, 2026-05-24
• 2026-05-25 · Document · Complete · Litify 2026 YTD Marketing Expenses Workbook
• 2026-05-25 · Document · Complete · Litify April 2026 Marketing Expenses Itemized Sheet
• 2026-05-25 · Handoff Doc · Complete · Daily Litify GCLID propagation recovered, dry-run no-apply, 2026-05-24
• 2026-05-25 · Handoff Doc · Complete · Payton Hub clone-ready — Hub_Eligible_Attorney__mdt deployed, 2026-05-24
• 2026-05-24 · Conversation · Complete · Command Center overview refinement, MVA and YTD marketing
• 2026-05-24 · Conversation · Complete · Daily Litify attribution GCLID propagation blocked, 2026-05-24
• 2026-05-24 · Handoff Doc · Complete · Command Center MVA-first homepage correction, 2026-05-23
• 2026-05-24 · Conversation · Complete · Sam's Operations Center full Project Memory module, 2026-05-23
• 2026-05-24 · Conversation · Complete · Sam's Operations Center Render draft deployment, 2026-05-23
• 2026-05-23 · Conversation · Complete · Sam's Operations Center local scan locator, 2026-05-23
• 2026-05-23 · Conversation · Complete · Sam's Operations Center memory constellation, 2026-05-23
• 2026-05-23 · Conversation · Complete · Sam's Operations Center memory source setup, 2026-05-23
• 2026-05-23 · Conversation · Complete · Sam's Operations Center memory node and connector locator, 2026-05-23
• 2026-05-23 · Conversation · Complete · Sam's Operations Center chart style update, 2026-05-23
• 2026-05-23 · Handoff Doc · Complete · Sam's Operations Center Litify live adapter session, 2026-05-23
• 2026-05-23 · Handoff Doc · Complete · Command Center Litify adapter architecture scout, 2026-05-23
• 2026-05-23 · Handoff Doc · Complete · Sam's Operations Center build session, 2026-05-23
• 2026-05-23 · Conversation · Complete · Jackson Willis RingCentral and Litify provisioning check, 2026-05-23
• 2026-05-23 · Handoff Doc · Complete · 2026-05-22 RingCentral utility bar and custom iframe environment inspection
• 2026-05-22 · Workflow · Complete · RC Migration Sync - 2026-05-22
• 2026-05-22 · Handoff Doc · Complete · SMS Magic functionality lockdown follow-up, 2026-05-22
• 2026-05-22 · Handoff Doc · Complete · SMS Magic send surfaces locked down in Litify, 2026-05-22
• 2026-05-22 · Handoff Doc · Complete · 2026-05-22 RingCentral Litify sign-in live fix and demo-banner handoff
• 2026-05-22 · Conversation · Complete · Codex Session Export - Salesforce org opened - 2026-05-22 10:17 ET
• 2026-05-22 · Handoff Doc · Complete · Litify SMS Magic visibility audit, 2026-05-22
• 2026-05-22 · Conversation · Complete · 2026-05-22 RingCentral demo banner explanation
• 2026-05-22 · Conversation · Complete · Daily Litify GCLID propagation audit 2026-05-22
• 2026-05-21 · Conversation · Complete · 2026-05-21 - PTO .75 increment enabled
• 2026-05-20 · Conversation · Complete · Daily Litify GCLID propagation run - 2026-05-20
• 2026-05-19 · Handoff Doc · Complete · Payton Attorney Hub Items 4+5+6 deployed, 2026-05-19
• 2026-05-19 · Conversation · Complete · RingCentral Salesforce iframe fixed with V2 cache-bust panel, 2026-05-19
• 2026-05-19 · Conversation · Complete · RingCentral Salesforce iframe inspection, OAuth cache finding, 2026-05-19
• 2026-05-19 · Handoff Doc · Needs Follow-up · Payton Attorney Hub remaining build spec, 2026-05-19
• 2026-05-19 · Handoff Doc · Complete · RingCentral iframe staff sign-in OAuth unblock, 2026-05-19
• 2026-05-19 · Handoff Doc · Complete · 2026-05-19 RingCentral panel default view swapped to History
• 2026-05-19 · Handoff Doc · Complete · 2026-05-19 RingCentral iframe permission check for Janelle
• 2026-05-19 · Conversation · Complete · Daily Litify GCLID propagation run 2026-05-19
• 2026-05-19 · Handoff Doc · Complete · Litify Matter Client ZIP formula deployed
• 2026-05-19 · Conversation · Complete · GCLID propagation resume, dry-run clean and sheet sync refreshed, 2026-05-19
• 2026-05-18 · Handoff Doc · Complete · Completed: PTO admin correction path, Amy Jones approval, Jennifer Hubbard permission, SOP update - 2026-05-18
• 2026-05-18 · Workflow · Complete · Attorney_Hub_Payton v3 Batch: 4 deploys, full editorial scaffold across 12 tabs
• 2026-05-18 · Handoff Doc · Complete · PTO approval block diagnosis: Amy Jones and Jennifer Hubbard override path - 2026-05-18
• 2026-05-18 · Decision · Complete · Attorney hub CASES strip and Caseload tab spec, 2026-05-18
• 2026-05-18 · Decision · Complete · Payton hub attorney-action tab placement correction, 2026-05-18
• 2026-05-18 · Conversation · Complete · Nathaniel reports and dashboards review, 2026-05-18
• 2026-05-18 · Conversation · Complete · Older private Sam dashboard comparison to Payton, 2026-05-18
• 2026-05-18 · Conversation · Complete · Payton Attorney Hub Action Items Added - 2026-05-18
• 2026-05-18 · Workflow · Complete · RingSense Call Details Above Summary - 2026-05-18
• 2026-05-18 · Workflow · Complete · RingSense Overview Heading Formatter Fix - 2026-05-18
• 2026-05-18 · Conversation · Complete · Litify Note Legacy Staff ID Review - 2026-05-18
• 2026-05-18 · Conversation · Complete · RingCentral Transcript Readability UI Deployed - 2026-05-18
• 2026-05-18 · Conversation · Complete · RingCentral Matter Panel Duplicate Recipient Text Removed - 2026-05-18
• 2026-05-18 · Conversation · Complete · RingCentral Matter Panel Action Buttons Changed to 2x2 Grid - 2026-05-18
• 2026-05-18 · Conversation · Complete · RingCentral Matter Panel Empty Communication Note Text Removed - 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · Litify Key Dates Demand and Offer Fields, 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · Litify MRI Completed Details, 2026-05-18
• 2026-05-18 · Conversation · Complete · RingCentral Matter Panel Communication Notes Top Block, 2026-05-18
• 2026-05-18 · Handoff Doc · Needs Follow-up · Litify Matter Information Field Review, 2026-05-18
• 2026-05-18 · Conversation · Complete · Litify emergency contact cleanup, 2026-05-18
• 2026-05-18 · Conversation · Complete · Litify Party Preferred Name field, 2026-05-18
• 2026-05-18 · Conversation · Complete · Litify client ZIP tracking review, 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · Sam dashboard vs Payton hub gap comparison, 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · Attorney Hub Payton gap review, 2026-05-18
• 2026-05-18 · Conversation · Complete · Automation resilience scaffold added for GCLID propagation
• 2026-05-18 · Conversation · Complete · Daily Litify attribution GCLID propagation blocked by shell-launch failure
• 2026-05-18 · Handoff Doc · Complete · Attorney Hub Payton completion log, 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · Session Export: Payton Attorney Hub SF Discovery 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · Session Export: Payton Attorney Hub Salesforce Discovery, 2026-05-17
• 2026-05-18 · Handoff Doc · Complete · Attorney Hub Payton source-control recovery and access preservation - 2026-05-17
• 2026-05-18 · Conversation · Complete · RingCentral Matter Panel Acceptance Scope and Template Creation - 2026-05-18
• 2026-05-18 · Conversation · Complete · RingCentral Matter Panel SMS Focus QA - 2026-05-18
• 2026-05-18 · Handoff Doc · Complete · 2026-05-18 Litify Request Report Duplicate Suppression Completed
• 2026-05-18 · Handoff Doc · Complete · RingCentral Litify Matter Interface Ship-Ready Session - 2026-05-17
• 2026-05-17 · Handoff Doc · Complete · 2026-05-17 RingCentral Metadata Read-Only Sidecar
• 2026-05-17 · Conversation · Complete · RingCentral Matter recipient dropdown dedupe deployed - 2026-05-17
• 2026-05-17 · Handoff Doc · Complete · Contact Thank-You Conversion Build - 2026-05-17
• 2026-05-17 · Conversation · Needs Follow-up · RingCentral recipient dropdown dedupe follow-up - 2026-05-17
• 2026-05-17 · Handoff Doc · Complete · 2026-05-17 Litify Request Report Duplicate Triage
• 2026-05-17 · Handoff Doc · Complete · 2026-05-17 Litify Request Type Picklist Cleanup
• 2026-05-17 · Conversation · Complete · RingCentral Matter Recipient Selector Deployment - 2026-05-17
• 2026-05-17 · Decision · Active · RingCentral Next Step and Decision Channel - 2026-05-17
• 2026-05-17 · Decision · Complete · RingCentral Matter Panel QA Review Gate - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral Recipient Selector Visual Mock - 2026-05-17
• 2026-05-17 · Decision · Active · RingCentral Matter Recipient Selector Decision - 2026-05-17
• 2026-05-17 · Conversation · Complete · 2026-05-17 RingCentral Widget Runbook Note Added
• 2026-05-17 · Decision · Active · RingCentral Matter Communications Next-Step Recommendation - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral Contact Header Cleanup - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral Important Details Panel Move - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral SMS Templates Nesting Correction - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral Matter Text Messages Thread - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral SMS Compose Height and Call Label Correction - 2026-05-17
• 2026-05-17 · Conversation · Complete · RingCentral Matter-Scoped Dialer and History Fix - 2026-05-17
• 2026-05-17 · Conversation · Complete · 2026-05-17 RingCentral Chrome Widget Removal
• 2026-05-17 · Conversation · Complete · 2026-05-17 RingCentral desktop button reliability fix
• 2026-05-16 · Handoff Doc · Complete · Session Export - Litify Codex Skill Stack Installed - 2026-05-15 [Needs Follow-up]
• 2026-05-15 · Conversation · Complete · Daily Litify attribution GCLID propagation - 2026-05-15 [Active Source]
• 2026-05-14 · Conversation · Complete · 2026-05-14 RingCentral inbound SMS staff notifications deployed
• 2026-05-14 · Handoff Doc · Complete · RingCentral Litify Communication Hub mobile and client ID deployment - 2026-05-14
• 2026-05-14 · Handoff Doc · Complete · RingCentral Matter Panel Staff Workflow Polish - 2026-05-14
• 2026-05-14 · Handoff Doc · In Progress · 2026-05-14 RingCentral timeline title cleanup
• 2026-05-14 · Handoff Doc · In Progress · 2026-05-14 RingCentral timeline explainer removal
• 2026-05-14 · Handoff Doc · In Progress · 2026-05-14 RingCentral panel duplicate Matter label cleanup
• 2026-05-14 · Handoff Doc · In Progress · 2026-05-14 RingCentral tab order and SMS menu retirement staging
• 2026-05-14 · Handoff Doc · In Progress · 2026-05-14 RingCentral real messaging and softphone wiring plan
• 2026-05-14 · Handoff Doc · Needs Follow-up · 2026-05-14 RingCentral parallel QA linkage and SMS Magic staging [Active Source]
• 2026-05-14 · Handoff Doc · Needs Follow-up · Litify Parental Leave Policy - 2026-05-14 [Needs Follow-up]
• 2026-05-14 · Handoff Doc · Complete · RingCentral Matter Tab Rendered QA - 2026-05-14 [Supporting Record]
• 2026-05-14 · Handoff Doc · Complete · 2026-05-14 SMS Magic UI Retirement Check-Only Staging
• 2026-05-14 · Handoff Doc · Complete · 2026-05-14 RingCentral current status refresh [Superseded Historical]
• 2026-05-14 · Handoff Doc · Complete · RingCentral UI Visibility Status Check - 2026-05-14
• 2026-05-14 · Handoff Doc · Complete · RingCentral Hygiene Session, 2026-05-14 [Supporting Record]
• 2026-05-14 · Handoff Doc · Complete · Litify demand review Resolution gate fix - 2026-05-14
• 2026-05-14 · Handoff Doc · Complete · Litify Resolution Stage Offer Review Check, 2026-05-14
• 2026-05-14 · Handoff Doc · Complete · Litify Intake Alias Restore, 2026-05-14
• 2026-05-14 · Decision · Active · RingSense Remaining Recommendations, 2026-05-14
• 2026-05-14 · Handoff Doc · In Progress · sail-dashboard — full vision capture + current scaffold snapshot (2026-05-14)
• 2026-05-14 · Decision · In Progress · sail-dashboard — dropped /tv prefix + new clean palette (rust/cream on deep navy)
• 2026-05-14 · Handoff Doc · Complete · V-Drive Closed 2025 Migration - Remaining Clean Lane Closeout
• 2026-05-14 · Handoff Doc · Active · Attorney Hub - Payton: Session Export + Agent Handoff (2026-05-13 PM)
• 2026-05-14 · Handoff Doc · Active · Attorney Hub - Payton: Session Export + Agent Handoff (2026-05-13)
• 2026-05-14 · Handoff Doc · Complete · V-Drive Closed Case Collision Truth Assessment - 2026-05-13
• 2026-05-14 · Handoff Doc · Complete · V Drive Closed-2025 First 25 Migration - 2026-05-13
• 2026-05-14 · Handoff Doc · Complete · V Drive 2025 Date-Verified Closed Migration Plan - 2026-05-13
• 2026-05-14 · Handoff Doc · Complete · V Drive Closed-in-Litify Date-Verified Rebuild - 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · V Drive Closed-in-Litify Top-Level Audit - 2026-05-13
• 2026-05-13 · Handoff Doc · In Progress · sail-dashboard — Attorney TV shipped (leaderboard + per-attorney views, 13 attorneys, $85.6M / $24.9M net fees)
• 2026-05-13 · Handoff Doc · Complete · RingSense Staff Row QA Passed, 2026-05-13
• 2026-05-13 · Handoff Doc · In Progress · RingCentral Matter Tab Access Patch and QA Handoff - 2026-05-13
• 2026-05-13 · Decision · Active · RingSense Workflow Recommendations, 2026-05-13
• 2026-05-13 · Handoff Doc · In Progress · sail-dashboard built — firm ops hub at dashboard.demandsam.com (CMO TV live with 2025+ Litify data)
• 2026-05-13 · Handoff Doc · Complete · RingSense Staff Row Flow Fix, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · RingSense Formatter Render QA, 2026-05-13
• 2026-05-13 · Conversation · Complete · Session Export - RingCentral Timeline Live Source Refresh - 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify SMS Magic Staff-Facing Surface Inventory, Read-Only, 2026-05-13
• 2026-05-13 · Handoff Doc · Needs Follow-up · 2026-05-13 RingCentral dispatcher handoff comprehensive session
• 2026-05-13 · Handoff Doc · Complete · 2026-05-13 RingCentral read-and-proceed handoff
• 2026-05-13 · Decision · Complete · 2026-05-13 RingCentral summaries transcripts SMS notes clarification
• 2026-05-13 · Decision · Complete · 2026-05-13 RingCentral SMS Magic UI versus data clarification
• 2026-05-13 · Handoff Doc · Complete · Session Export - Alert Communications Website Form Routing Trace - 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Daily Litify attribution GCLID propagation - 2026-05-13 [Superseded Historical]
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Notes Tabs and Call Log Consolidation, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Medical / Employment Background Gates, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Incident Description Case Summary Move, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Current Struggles Label Cleanup, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Treatment Providers Label Cleanup, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Decline Status, Serious Injury, and Loss of Consciousness Cleanup, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake Turn Down and Current Attorney Cleanup, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Working Status At Field Cleanup, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Litify Intake UX and Police Report Cleanup, 2026-05-13
• 2026-05-13 · Handoff Doc · Needs Follow-up · Litify Intake Billing Address label investigation, 2026-05-12
• 2026-05-13 · Handoff Doc · Complete · Litify Intake status and layout cleanup, 2026-05-12
• 2026-05-13 · Handoff Doc · Complete · Litify Google Ads Sheet Connection Repair - 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · Website form fire QA and Spanish/TRIMARC repair, 2026-05-13
• 2026-05-13 · Handoff Doc · Complete · RingCentral RingSense Formatter Flow Activated, 2026-05-12
• 2026-05-13 · Handoff Doc · Complete · RingCentral RingSense Formatter and SMS Sync Session, 2026-05-12
• 2026-05-13 · Handoff Doc · Complete · SAIL Boat Calendar Pilot Blocked by Shared-Calendar Write Permission - 2026-05-12
• 2026-05-13 · Handoff Doc · Complete · 2026-05-12 Autonomous Intake Relay Source Fix and Lead 67 Check
• 2026-05-13 · Decision · Complete · SAIL Boat Calendar Backfill Notification-Safe Recommendation - 2026-05-12
• 2026-05-12 · Skill · Complete · 2026-05-12 WP Form Deploy QA Skill Update
• 2026-05-12 · Handoff Doc · Complete · Litify PTO 2026 Backfill, WFH Exception, and Calendar Title Cleanup - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · 2026-05-12 Contact Intake Relay Repair
• 2026-05-12 · Handoff Doc · Complete · Litify HR Policy Pack Build - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Litify Knowledge Center Policy Gap Review - 2026-05-12
• 2026-05-12 · Decision · Complete · 2026-05-12 RingCentral priority clarified AI summaries transcripts mobile notifications
• 2026-05-12 · Decision · Complete · 2026-05-12 Chosen path RingCentral AI account audit lane
• 2026-05-12 · Decision · Complete · 2026-05-12 RingCentral AI subprocessor notice added to SMS Magic handoff
• 2026-05-12 · Handoff Doc · Complete · 2026-05-12 RingCentral SMS Magic handoff agent-strategy update
• 2026-05-12 · Decision · Complete · 2026-05-12 RingCentral V2 plus SMS Magic no-delete retirement decision
• 2026-05-12 · Decision · Complete · 2026-05-12 SMS Magic active-use concern validation
• 2026-05-12 · Decision · Complete · 2026-05-12 RingCentral primary communications direction check
• 2026-05-12 · Handoff Doc · Complete · Litify PTO Backfill Scope 2026 Only - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · 2026-05-12 Intake Relay Config Repair and Leads 61-66 Recovery
• 2026-05-12 · Handoff Doc · Complete · Litify Other Leave Layout Visibility and Sync Proof - 2026-05-12
• 2026-05-12 · Decision · Complete · Litify Other Leave Visibility and Calendar Sync - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Session Export: LitiSAIL Notion Knowledge Base Cleanup - 2026-05-12
• 2026-05-12 · Decision · Complete · Litify PTO Backfill Outlook Reconciliation Recommendation - 2026-05-12
• 2026-05-12 · Decision · Complete · Litify PTO Backfill Recommendation - 2026-05-12
• 2026-05-12 · Workflow · Active · LitiSAIL Repository Health and Knowledge Base Cleanup Hub - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Session Export: LitiSAIL Repository Health GitHub Action - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Litify PTO Policy Bereavement Correction - 2026-05-12 [Complete Historical]
• 2026-05-12 · Handoff Doc · Complete · Litify PTO Policy PTO-First Update - 2026-05-12 [Complete Historical]
• 2026-05-12 · Handoff Doc · Complete · 2026-05-12 Contact Page Refresh Deployment
• 2026-05-12 · Conversation · Complete · Litify PTO Legacy Blank Leave Type Explanation - 2026-05-12
• 2026-05-12 · Conversation · Complete · Litify PTO Work Comp Screenshot Follow-up - 2026-05-12
• 2026-05-12 · Conversation · Complete · Teams Draft - Work Comp Treatment PTO Update - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Litify PTO Work Comp Treatment Deployment - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Session Export: LitiSAIL Health Check PR and Archive Cleanup - 2026-05-12
• 2026-05-12 · Handoff Doc · Complete · Session Export: LitiSAIL Repository Health Check Committed - 2026-05-12
• 2026-05-12 · Decision · Complete · Litify PTO Work Comp Treatment Recommendation - 2026-05-12 [Superseded Historical]
• 2026-05-12 · Handoff Doc · Complete · Attorney Hub - Payton: beautiful Overview tab live (2026-05-11)
• 2026-05-11 · Workflow · Complete · Meta Lead Ads to Litify Webhook Staged
• 2026-05-11 · Workflow · Needs Follow-up · Meta Ads API to Litify Salesforce Integration, Initial Architecture
• 2026-05-10 · Handoff Doc · Complete · LitiSAIL stale-task cleanup runbook added, 2026-05-10
• 2026-05-10 · Handoff Doc · Complete · Session Export: LitiSAIL Vault Health Checker Starter Task - 2026-05-10
• 2026-05-10 · Document · Complete · Litify legacy task role reassignment matrix, May 10 2026
• 2026-05-10 · Workflow · Complete · RC Migration Sync - 2026-05-10
• 2026-05-09 · Conversation · Complete · Marketing Expense Reddit receipts entered - 2026-05-09
• 2026-05-08 · Conversation · Complete · Marketing Expense sponsor vendor reconciliation - 2026-05-08
• 2026-05-08 · Handoff Doc · Complete · PTO Cumulative Days Fix - 2026-05-08
• 2026-05-08 · Handoff Doc · Complete · PTO Zero-Hour Adjustments - Katie and Whitney - 2026-05-08
• 2026-05-08 · Handoff Doc · Complete · PTO Partial-Day Increment Recheck - 2026-05-08
• 2026-05-08 · Handoff Doc · Complete · Arias Probate Response - Motion to Set Aside (Litify Case 25-P-005099) - May 8, 2026
• 2026-05-08 · Decision · Active · Reminder: sail-litify branch triage session (target week of 2026-05-11)
• 2026-05-07 · Conversation · Complete · Marketing Center Attribution Google Ads GCLID panel deployed - 2026-05-07
• 2026-05-07 · Conversation · Complete · Marketing Center Snapshot YTD source visual deployed - 2026-05-07
• 2026-05-07 · Document · Complete · Session Export - Marketing Expense Ledger Correction - 2026-05-07
• 2026-05-06 · Workflow · Complete · Litify Knowledge Center - Document Naming SOP Update - 2026-05-06
• 2026-05-05 · Workflow · Complete · RC Migration Sync Fixes - 2026-05-05
• 2026-05-05 · Workflow · Complete · Payton Team Hub v2: Editorial KPI Redesign Deployed to Production
• 2026-05-05 · Conversation · Complete · Litify repo reconciliation and Render helper - 2026-05-05
• 2026-05-05 · Conversation · Complete · V Drive Active Client Folder Litify Status Audit - 2026-05-05
• 2026-05-05 · Handoff Doc · Complete · Janelle Marketing Expense Entry Handoff - 2026-05-07
• 2026-05-05 · Handoff Doc · Complete · Litify Marketing Center Expense Ledger Panel Deploy - 2026-05-04
• 2026-05-05 · Handoff Doc · Complete · Google Reviews Litify Backfill Status - 2026-05-05
• 2026-05-05 · Handoff Doc · Complete · Litify Marketing Expense Governed Spend Ledger Deploy - 2026-05-04
• 2026-05-05 · Conversation · Complete · PTO SAIL-AWAY calendar readiness check - 2026-05-04
• 2026-05-05 · Handoff Doc · Complete · Litify Matter ER and EMS Reporting Picklists - 2026-05-05
• 2026-05-05 · Handoff Doc · Complete · Litify Air Bag Deployed Picklist Required - 2026-05-05
• 2026-05-05 · Handoff Doc · Complete · Google Reviews to Litify Ingestion Foundation - 2026-05-05
• 2026-05-04 · Workflow · Active · Daily Briefing — 2026-05-04 (Monday)
• 2026-05-04 · Workflow · Complete · Daily Coding Audit — 2026-05-04
• 2026-05-04 · Handoff Doc · Complete · Litify Matter Notes Column Order Fix - 2026-05-04
• 2026-05-04 · Handoff Doc · Complete · Payton Team Hub Visual Refresh - 2026-05-04
• 2026-05-03 · Conversation · Complete · Marketing Center Access Smoke and Dashboard Folder Fix - 2026-05-03
• 2026-05-03 · Workflow · Complete · RC Migration Sync - 2026-05-03
• 2026-05-02 · Handoff Doc · Complete · RingCentral Call Volume Investigation - 2026-05-02
• 2026-05-02 · Handoff Doc · Complete · Salesforce Firm Analytics: 27 Reports + 5 Dashboards Deployed
• 2026-05-02 · Workflow · Needs Follow-up · RC Migration Sync — HANDOFF (Pending QA Decisions) — 2026-04-30
• 2026-05-02 · Conversation · Complete · Litify Render remote runner revival - 2026-05-02
• 2026-05-02 · Conversation · Complete · Litify Salesforce-side bi-weekly source proof - 2026-05-02
• 2026-05-02 · Conversation · Complete · Marketing Center Referrals - Average Referral Fee by Case Type
• 2026-05-01 · Handoff Doc · Complete · Marketing Snapshot core CMO numbers refresh - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Marketing Center access fix for Janelle - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Marketing Expense object rebuild staged - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Marketing Center Source tab - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Marketing Center external attorney referral label - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Attribution Trends remove total leads lines - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Attribution Trends chart y-axis numbers - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Marketing Center Attribution Trends tab label - 2026-05-01
• 2026-05-01 · Handoff Doc · Complete · Marketing Center key report rail layout - 2026-05-01
• 2026-04-30 · Workflow · Complete · RC Migration Sync — 2026-04-30
• 2026-04-30 · Handoff Doc · Complete · Salesforce vs broader archive roots match - 2026-04-30
• 2026-04-30 · Conversation · Complete · Litify bi-weekly client-call singleton-open reconfiguration - 2026-04-29
• 2026-04-30 · Conversation · Complete · Litify bi-weekly status call source trace - 2026-04-29
• 2026-04-30 · Handoff Doc · Complete · Litify stale-task automation handle resolution - 2026-04-29
• 2026-04-30 · Conversation · Complete · Litify stale-task UIM retirement - 2026-04-29 [Superseded Historical]
• 2026-04-30 · Conversation · Complete · Litify stale-task action pass - 2026-04-29 [Superseded Historical]
• 2026-04-30 · Handoff Doc · Complete · Salesforce vs Archive Referred Cases match - 2026-04-29
• 2026-04-30 · Conversation · Complete · Memory consolidation update - 2026-04-29
• 2026-04-29 · Handoff Doc · Complete · Litify closed pre-2018 matters export - 2026-04-29
• 2026-04-29 · Conversation · Complete · PTO specific-hours live recheck and QA reminder hardening - 2026-04-29
• 2026-04-29 · Workflow · Complete · Daily Litify attribution automation SpeedAI audit update - 2026-04-29
• 2026-04-29 · Handoff Doc · Complete · Marketing Center lead report links and YOY visuals - 2026-04-29
• 2026-04-29 · Conversation · Complete · Marketing Center Spend tab budget and channel overview - 2026-04-29
• 2026-04-29 · Conversation · Complete · Marketing Center Signed Cases tab overview - 2026-04-29
• 2026-04-29 · Conversation · Complete · Marketing Center Conversions MVA conversion rate - 2026-04-29
• 2026-04-29 · Conversation · Complete · Marketing Center Leads tab lead-source snapshot - 2026-04-29
• 2026-04-29 · Handoff Doc · Complete · Marketing Center Snapshot paid-source cards - 2026-04-29
• 2026-04-28 · Document · Complete · Marketing Center first-page report links updated - 2026-04-28
• 2026-04-28 · Document · Complete · Marketing Center visual report review refinement - 2026-04-28
• 2026-04-28 · Document · Complete · Marketing Center report inventory sheet - 2026-04-28
• 2026-04-28 · Conversation · Complete · Litify Auto Leads and Signups By City Reports - 2026-04-28
• 2026-04-28 · Handoff Doc · Complete · Litify Lexington Auto Reports YTD - 2026-04-28
• 2026-04-28 · Conversation · Complete · Session Export - Legacy pending PTO repair - 2026-04-28
• 2026-04-28 · Conversation · Complete · 2026-04-28 Litify demand layout guide update
• 2026-04-28 · Conversation · Complete · 2026-04-28 Litify demand drafting rules guide update
• 2026-04-28 · Conversation · Complete · 2026-04-28 Litify demand-prep verdict data guide update
• 2026-04-28 · Handoff Doc · Complete · Webform Lead Email Backfill to Intake Team - 2026-04-27
• 2026-04-28 · Handoff Doc · Complete · Litify Knowledge Center Intake Relay Runbook Published - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · 2026-04-27 Dialpad migration sample apply and idempotency fix
• 2026-04-27 · Handoff Doc · Needs Follow-up · Source Category Validation Rule Handoff - 2026-04-27
• 2026-04-27 · Decision · Complete · Litify Stale Intake Source Deactivation - 2026-04-27
• 2026-04-27 · Conversation · In Progress · Litify live naming sweep - reports, list views, dashboards - 2026-04-27
• 2026-04-27 · Decision · Complete · Litify TV Source Granularity Decision - 2026-04-27
• 2026-04-27 · Decision · Complete · Litify Dashboard Generator Case Quality Weight Removal - 2026-04-27
• 2026-04-27 · Conversation · Complete · Litify typo cleanup live check - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Webform Email Links, GCLID, and Litify UTM Patch - 2026-04-27
• 2026-04-27 · Decision · Complete · Litify Scoreboard Active Roster Correction - 2026-04-27
• 2026-04-27 · Skill · Complete · Codex Skill Availability Sync - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Communication Health Dashboard Built - 2026-04-27
• 2026-04-27 · Conversation · Complete · Session - Joe CMO Strategy Goals Docs - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Marketing Center GCLID Execution - 2026-04-27
• 2026-04-27 · Document · Complete · CMO Runbook Comprehensive Reference Update - 2026-04-27
• 2026-04-27 · Handoff Doc · In Progress · RingCentral Task Linkage Quality Agent Handoff - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Litify Lead Gen Service Label Update - Lawfty and Attorney Share - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Litify Restricted Content Model - 2026-04-27
• 2026-04-27 · Conversation · Complete · Litify Marketing Vendor Drive Reconcile — 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Marketing Center Executive Pulse deployed - 2026-04-27
• 2026-04-27 · Workflow · On Hold · Weekly Litify spend export automation - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Joe CMO Runbook Litify Links Update - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Litify Marketing Expense SOP Knowledge Center Publish - 2026-04-27
• 2026-04-27 · Handoff Doc · Needs Follow-up · Joe CMO access direction runbook update - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Joe CMO Credential Addendum - Cloudflare WordPress RingCentral Service URLs - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Joe CMO credential sheet additional API OAuth addendum - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Joe CMO credential sheet API OAuth addendum - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Joe CMO onboarding addendum - Litify expense log and credential sheet - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Joe CMO onboarding autonomy closeout - 2026-04-27
• 2026-04-27 · Conversation · Needs Follow-up · Joe CMO onboarding ASAP readiness deep dive - 2026-04-27
• 2026-04-27 · Handoff Doc · Complete · Knowledge Center label and stale Dialpad cleanup - 2026-04-26
• 2026-04-27 · Handoff Doc · Complete · Revenue and Fees dashboard no-data fix - 2026-04-26
• 2026-04-27 · Handoff Doc · Complete · Marketing Center simplified for Joe launch - 2026-04-26
• 2026-04-27 · Handoff Doc · Complete · Marketing Center CMO Launch Rebuild - 2026-04-26
• 2026-04-27 · Conversation · Complete · Joe Choniski Day-One Password Setup - 2026-04-26
• 2026-04-27 · Conversation · Complete · RingCentral Joe Choniski Provisioned - 2026-04-26
• 2026-04-26 · Conversation · Complete · RingCentral Joe Choniski Provisioning Check - 2026-04-26
• 2026-04-26 · Handoff Doc · Complete · Session Export - Joe Choniski Litify Activation Completed (2026-04-26)
• 2026-04-26 · Handoff Doc · Complete · Session Export - Joe Choniski Salesforce / Litify User Staging (2026-04-26)
• 2026-04-26 · Conversation · In Progress · Litify stale-task cleanup follow-up - 2026-04-26
• 2026-04-26 · Conversation · Complete · LitiSAIL Quick Wins Pending-State Recheck - 2026-04-26
• 2026-04-25 · Workflow · Complete · 2026-04-25 RingCentral SMS cutover Batch 1 Sam-only pilot
• 2026-04-25 · Handoff Doc · Complete · Render Dashboard Build - Salesforce / Litify Priority Tracker - 2026-04-25
• 2026-04-25 · Handoff Doc · Complete · 2026-04-25 Dialpad call-summary migration script staged
• 2026-04-25 · Decision · Complete · Session Export - Litify pending tracker default start decision - 2026-04-25
• 2026-04-25 · Handoff Doc · On Hold · Salesforce / Litify Pending Dashboard Tracker - 2026-04-25
• 2026-04-25 · Handoff Doc · Complete · RingCentral Modernization Cutover Audit - 2026-04-25
• 2026-04-25 · Conversation · Complete · Session Export - Litify stale-task cleanup state review - 2026-04-25 [Superseded Historical]
• 2026-04-25 · Conversation · On Hold · 2026-04-24 PTO utility-bar specific hours approval gate
• 2026-04-25 · Handoff Doc · Needs Follow-up · PTO Request Config Execution - 2026-04-25
• 2026-04-25 · Handoff Doc · Complete · Roundtable Conditional Email Follow-up - 2026-04-25
• 2026-04-25 · Handoff Doc · Complete · GTM Intaker Litify Attribution Closeout - 2026-04-25
• 2026-04-25 · Handoff Doc · Complete · Google Ads Attribution Loop - Intaker, GTM, and WebForm GCLID Handoff - 2026-04-24
• 2026-04-25 · Handoff Doc · Complete · Roundtable Review Build and Sam Email QA - 2026-04-25
• 2026-04-25 · Handoff Doc · Complete · 2026-04-24 RingCentral Modernization Build Slice
• 2026-04-25 · Handoff Doc · Complete · Roundtable Matter build validated pending approval - 2026-04-25 [Superseded Historical]
• 2026-04-25 · Handoff Doc · Complete · Litify Intake Confirmation Email - Live Cleanup Complete - 2026-04-24
• 2026-04-25 · Handoff Doc · Complete · 2026-04-24 skill registry cleanup and Litify skill stack hardening
• 2026-04-25 · Handoff Doc · Complete · 2026-04-25 P06 Batch 02A Soft Deprecation Staged
• 2026-04-25 · Handoff Doc · Complete · Intake Confirmation Duplicate Entry Assessment - 2026-04-24
• 2026-04-25 · Handoff Doc · Complete · Third-Party Relationship Adds - 2026-04-24
• 2026-04-25 · Conversation · Complete · Session Export - Intaker and Zapier Credential Vaulting - 2026-04-25
• 2026-04-25 · Skill · Active · Litify Skills Stack — Index (11 skills)
• 2026-04-25 · Handoff Doc · Complete · P01 Phone Number Standardization Live Closeout - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · Intake Confirmation Email Copy Tweak - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · Intake confirmation email live send smoke - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · Intake appointment confirmation email smoke test - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · Intake appointment confirmation email deployed - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · Google Ads Attribution Loop Bring-Home Pass - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · UTC Text Cleanup and Projects Hygiene Parallel Execution - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · PTO Request Lean Fix and Approval Routing Handoff - 2026-04-24 [Superseded Historical]
• 2026-04-24 · Conversation · Complete · Litify PTO UTC-to-Eastern Cleanup - 2026-04-24
• 2026-04-24 · Handoff Doc · Complete · 2026-04-24 RingCentral Interface Modernization Audit
• 2026-04-24 · Conversation · Complete · Session Export - PTO time display inconsistency diagnostic - 2026-04-24
• 2026-04-24 · Conversation · Complete · Session Export - PTO approval and end-time diagnostic - 2026-04-24
• 2026-04-24 · Conversation · Complete · Session Export - PTO cancel request button live - 2026-04-24
• 2026-04-23 · Handoff Doc · Complete · Google Ads Offline Conversion Loop Repair - 2026-04-23
• 2026-04-23 · Conversation · Complete · Google Ads offline conversion loop diagnostic - 2026-04-23
• 2026-04-23 · Workflow · Complete · 2026-03-07 — Salesforce Knowledge Center Restructure
• 2026-04-23 · Decision · Complete · 2026-03-20 — Gravity Forms to Salesforce via Email (blocked)
• 2026-04-23 · Workflow · Complete · 2026-04-14 — Customize data plugin for Litify (direct SOQL access)
• 2026-04-23 · Handoff Doc · Active · Routine System Establishment: 12 Routines + Google Ads War Room + Slash Commands (2026-04-16)
• 2026-04-21 · Workflow · Complete · RC Migration Sync - 2026-04-20
• 2026-04-20 · Workflow · Complete · RC Migration Sync - 2026-04-19 (Blocked)
• 2026-04-19 · Handoff Doc · Active · Litify Forensic Audit, Task Redesign, and Rebuild -- Handoff Doc
• 2026-04-19 · Handoff Doc · Complete · Pending PTO Approval Report Cleanup - 2026-04-18 [Repaired Historical]
• 2026-04-18 · Conversation · Complete · 2026-04-18 PTO partial-day policy fix live
• 2026-04-18 · Conversation · Complete · Session Export - PTO request cutover live - 2026-04-18
• 2026-04-18 · Handoff Doc · Complete · RingCentral SMS attribution fix + Contact phone flow CPU-limit rewrite (2026-04-17→18)
• 2026-04-18 · Handoff Doc · Active · Build/Forward Track decisions, P05 execution, contact phone flow incident — 2026-04-18
• 2026-04-18 · Handoff Doc · Complete · Litify → Google Ads Data Manager pipeline: end-to-end automation live (2026-04-17)
• 2026-04-18 · Decision · Complete · DECISION: P07 Document Summary — Option A (consolidate to 1 layout) — 2026-04-17
• 2026-04-18 · Handoff Doc · Active · P18 scaffolded — CallRail ghost Party cleanup (1,163 Accounts) — 2026-04-17
• 2026-04-17 · Handoff Doc · Complete · P07 Phase 0 — Record_Source__c deployed on CallRail_Call_Log__c — 2026-04-17
• 2026-04-17 · Handoff Doc · Active · Session 2026-04-17 — Schema/Metadata Track: P06 + P07 scaffold, Nathaniel integration audit, P16 scaffold
• 2026-04-17 · Handoff Doc · Active · Salesforce Cleanup Projects — 15 pending items scaffolded + 4 execution handoffs
• 2026-04-17 · Conversation · Active · Litify -> Google Ads Data Manager conversion import spec - 2026-04-17
• 2026-04-16 · Workflow · Active · Litify task automation Phase 1 execution plan and rollback map - 2026-04-16
• 2026-04-15 · Handoff Doc · Active · Build Brief: RingCentral SMS Chat-Bubble LWC for Matter and Intake (phase 2)
• 2026-04-15 · Handoff Doc · Active · RingCentral → Litify SMS Sync built and wave1 backfill (2026-04-14)
• 2026-04-14 · Handoff Doc · Complete · MCP server installs for Claude Desktop (Apr 13, 2026)
• 2026-04-11 · Workflow · Complete · Litify Knowledge Center: Remaining Blank Topics Cleanup (April 10, 2026)
• 2026-04-10 · Decision · Active · Salesforce AI Toolkit: Clientell + CLI + MCP Setup
• 2026-04-10 · Conversation · Complete · Litify guardrail and intake dashboard cleanup - April 10, 2026
• 2026-04-09 · Workflow · Complete · Litify Knowledge Center: Orphan Section Guides Rehome (April 9, 2026)
• 2026-04-09 · Workflow · Complete · Litify Knowledge Center: Civic Duty + Workers' Compensation Policy Batch (April 9, 2026)
• 2026-04-09 · Handoff Doc · Complete · Litify Knowledge Center — Stage Hubs Refresh — 2026-04-09
• 2026-04-09 · Conversation · Complete · 2026 Auto Intake Dashboard Wanted Metrics Rollout
• 2026-04-09 · Handoff Doc · Complete · Litify Knowledge Center — Cross-Reference Refresh — 2026-04-09
• 2026-04-09 · Handoff Doc · Complete · Litify Knowledge Center — Overtime Policy — 2026-04-09
• 2026-04-09 · Conversation · Complete · Litify Knowledge Center — Compensation Payroll Policy — 2026-04-08
• 2026-04-09 · Conversation · Complete · Litify Knowledge Center — HIPAA PHI Policy — 2026-04-08
• 2026-04-08 · Conversation · Complete · Litify Knowledge Center — Drug Free Workplace Policy — 2026-04-08
• 2026-04-08 · Conversation · Complete · Litify Knowledge Center — Firearms and Weapons Policy — 2026-04-08
• 2026-04-08 · Conversation · Complete · 2026-04-08 Litify claims-filing family
• 2026-04-08 · Handoff Doc · Complete · Employee Productivity Dashboard + Litify Deep Dive + Reporting Infrastructure (2026-04-07 to 2026-04-08)
• 2026-04-07 · Handoff Doc · Complete · Litify Dashboard Forecast Model + Deep-Dive Refinements (2026-04-07)
• 2026-04-07 · Handoff Doc · Complete · Litify Dashboard Deploy to Render: Employee Productivity, Communication, Referral Pipeline
• 2026-04-07 · Conversation · Complete · Litify package deprecation audit - 2026-04-07
• 2026-04-07 · Handoff Doc · Complete · Employee Productivity Dashboard + Litify Data Deep Dive (2026-04-07)
• 2026-04-05 · Workflow · Complete · RC Migration Sync - 2026-04-13 (Blocked)
• 2026-04-05 · Conversation · Complete · 2026-04-05 — Full Live Duplicate List for Salesforce Reports
• 2026-04-05 · Conversation · Complete · 2026-04-05 - Litify case-phase document center
• 2026-04-05 · Conversation · Complete · 2026-04-05 — Live Report Inventory Spreadsheet for All Salesforce Reports
• 2026-04-05 · Conversation · Complete · Litify referral partner deduplication correction — 2026-04-05
• 2026-04-04 · Conversation · Complete · 2026-04-04 — Report Cleanup First-Pass Triage for 310 Stale Reports
• 2026-04-04 · Conversation · Complete · Litify referral partner deduplication — 2026-04-04
• 2026-04-04 · Conversation · Complete · Litify referral partner dashboard orphan check — 2026-04-04
• 2026-04-04 · Conversation · Complete · Litify referral partner activation — 2026-04-04
• 2026-04-04 · Conversation · Complete · Litify PTO policy live publish — 2026-04-04
• 2026-04-04 · Conversation · Complete · Eve.legal Litify Integration: Marshall's Reply Analysis (March 9, 2026)
• 2026-04-03 · Conversation · Complete · Litify referral partner mailbox comparison — 2026-04-03
• 2026-04-03 · Conversation · Complete · Litify report cleanup audit refresh — 2026-04-03
• 2026-04-03 · Conversation · Complete · 2026-04-03 — Knowledges area migration assessment
• 2026-04-03 · Conversation · Complete · 2026-04-03 — Litify Knowledge Center PTO policy update
• 2026-04-03 · Handoff Doc · Complete · RingSense Merge Trigger: Salesforce Deployment + Eve.legal Integration (March 7, 2026)
• 2026-04-03 · Handoff Doc · Complete · RingCentral-Litify Sync: Script Optimization, Native Flow Discovery, Unlinked Tasks Analysis (Mar 31 - Apr 3, 2026)
• 2026-04-03 · Workflow · Active · Meeting Confirmation Flows via Case Status (March 31 - April 3, 2026)
• 2026-03-18 · Handoff Doc · Complete · Daily Audit System Build + Quick Win Execution (March 18, 2026)
• 2026-03-18 · Workflow · Active · Daily Coding Audit: Baseline (March 18, 2026)
• 2026-03-03 · Workflow · Complete · Git Repo Organization and GitHub Setup for All Project Folders

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