AO
Client Voice

Client Instructions

Every recorded instruction from a client — captured, reviewed, actioned.

Open instructions
5
Awaiting clarification
1
Actioned this week
9
High risk
2
New2
Prioritize confidentiality of board minutes
Meridian Holdings · M-2041
emailToday
Med
Cap fees at $150K quarterly
Nordic Shipping AS · M-2035
phoneToday
High
Under Review1
Do not offer settlement above $200K
Kestrel Insurance · M-2007
meetingYesterday
High
Clarification1
Clarify jurisdiction preference for arbitration
Blake Industrial · M-1998
email2d ago
Med
Accepted1
Proceed with mediation offer
Ashborn Trust · M-2018
phone3d ago
Low
Actioned1
Withdraw IP claim against Nyra minor entity
Vertex Biotech · M-2024
portal4d ago
Med
Client Instructions · Operational Overview

Volume, pipeline position and where work is stalling right now.

Open items
22
Due this week
9
Completed (30d)
78
Breached SLA
6
Client Instructions pipeline
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Client Instructions · Working Register
Client Instructions register
InstructionClientMatterReceivedChannelAuthorityStatus
M-2041Meridian Holdings PLCJ. Hollis KC7 Jul7 AugHighOpen
M-2039R. v. KingstonP. Adeyemi10 Jul12 AugCriticalIn progress
M-2035Nordic Shipping ASJ. Hollis KC13 Jul17 AugHighAt risk
M-2029Lagos Bay EstatesM. Chen16 Jul22 AugLowAwaiting review
M-2024Vertex Biotech LtdS. Ravel19 Jul27 AugMediumComplete
M-2018Ashborn Family TrustL. Ibarra22 Jul4 AugLowOpen
M-2011Halcyon PartnersA. Okafor25 Jul9 AugLowIn progress
M-2007Kestrel InsuranceP. Adeyemi28 Jul14 AugHighAt risk
M-1998Blake Industrial GmbHT. Morgan3 Jul19 AugMediumAwaiting review
Client Instructions · Board & Throughput
Client Instructions board
New2
Strategy · Discovery stepMed
M-2041
J. Hollis KC11h
Settlement · Negotiation stepLow
M-2018
L. Ibarra15h
Needs clarification2
Settlement · Discovery stepLow
M-2041
J. Hollis KC11h
Spend · Negotiation stepCritical
M-2018
L. Ibarra15h
Authority check2
Spend · Discovery stepCritical
M-2041
J. Hollis KC11h
Disclosure · Negotiation stepHigh
M-2018
L. Ibarra15h
Actioned2
Disclosure · Discovery stepHigh
M-2041
J. Hollis KC11h
Communication · Negotiation stepMed
M-2018
L. Ibarra15h
Confirmed2
Communication · Discovery stepMed
M-2041
J. Hollis KC11h
Strategy · Negotiation stepLow
M-2018
L. Ibarra15h
Client Instructions volume by category (8 weeks)
65
W22
64
W23
63
W24
62
W25
61
W26
60
W27
59
W28
58
W29
StrategySettlementSpendDisclosureCommunication
Client Instructions · Risk & Activity
Client Instructions — operational risks
  1. 1Verbal instruction unconfirmed12 days
    M-2018 settlement
    Owner A. OkaforEscalate to partner
  2. 2Authority unclear16 days
    Non-director signatory
    Owner J. Hollis KCReassign owner
  3. 3Conflicting instructions20 days
    Two client contacts
    Owner P. AdeyemiAdd support resource
Client Instructions activity
  1. 9:00·A. OkaforM-2041
    Closed — strategy update recorded
    Client Instructions · audit AUD-88870
  2. 10:11·P. AdeyemiM-2039
    Received — settlement update recorded
    Client Instructions · audit AUD-88883
  3. 11:22·M. ChenM-2035
    Logged — spend update recorded
    Client Instructions · audit AUD-88896
  4. 12:33·E. ColeM-2029
    Clarified — disclosure update recorded
    Client Instructions · audit AUD-88009
  5. 13:44·T. MorganM-2024
    Authority checked — communication update recorded
    Client Instructions · audit AUD-88022
  6. 14:55·A. OkaforM-2018
    Actioned — strategy update recorded
    Client Instructions · audit AUD-88035