Bsharah - IR

Set Up The Forms - Part 1

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Interaction Report

Full Name

IR: Type

Task Completed
Two Week Check
Post Hearing
Discovery Check
Case Is Ready To Close
Phone Call
Text Message/ Email
Task Only
Info Only
Intro Call
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List is empty.

IR: Note

Is there a task for the Legal Assistant?

IR: Is There A Task *

Yes
No
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List is empty.

IR: Task For Who?

Legal Assistant
Myself
Kathy/ Amanda
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List is empty.

IR: Task Title

IR: Task Description

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