Consultations
Appointment & Consultation Notes
Post-meeting outcomes, action points and follow-ups — captured while it's fresh.
Meetings this week
14
Consultations today
2
Action points open
12
New client meetings
3
Today 15:00 · In-person
Meridian Holdings
M-2041 · with A. Okafor
Notes
Reviewed CMC directions; client comfortable with narrowed discovery approach. Requested weekly written status.
Follow-up:
Tue 10:00Today 11:00 · Video
Vertex Biotech
M-2024 · with S. Ravel
Notes
Aligned on prior-art disclosure sequencing; expert forensic to be commissioned.
Follow-up:
FriYesterday · Discovery
Halden Rail (prospect)
NEW · with A. Okafor
Notes
Discovery meeting for potential $1.2M engagement. Positive rapport with GC.
Follow-up:
Mon2d ago · In-person
Ashborn Trust
M-2018 · with L. Ibarra
Notes
Beneficiary alignment session; agreed to mediation with independent chair.
Follow-up:
ThuAction points
- Send weekly status template to Meridian GCA. Okafor · Tue
- Commission Marlin forensics · VertexS. Ravel · Wed
- Halden proposal draftA. Okafor · Mon
- Ashborn independent mediator shortlistL. Ibarra · Thu
- Fee schedule slide for Halden pitchM. Chen · Mon
Consultation Notes · Operational Overview
Volume, pipeline position and where work is stalling right now.
Open items
31
Due this week
3
Completed (30d)
87
Breached SLA
1
Consultation Notes pipeline
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Consultation Notes · Working Register
Consultation Notes register
| Date | Client | Matter | Attendees | Duration | Actions | Status |
|---|---|---|---|---|---|---|
| M-2041 | Meridian Holdings PLC | J. Hollis KC | 16 Jul | 16 Aug | High | Complete |
| M-2039 | R. v. Kingston | P. Adeyemi | 19 Jul | 21 Aug | Critical | Open |
| M-2035 | Nordic Shipping AS | J. Hollis KC | 22 Jul | 26 Aug | High | In progress |
| M-2029 | Lagos Bay Estates | M. Chen | 25 Jul | 3 Aug | Low | At risk |
| M-2024 | Vertex Biotech Ltd | S. Ravel | 28 Jul | 8 Aug | Medium | Awaiting review |
| M-2018 | Ashborn Family Trust | L. Ibarra | 3 Jul | 13 Aug | Low | Complete |
| M-2011 | Halcyon Partners | A. Okafor | 6 Jul | 18 Aug | Low | Open |
| M-2007 | Kestrel Insurance | P. Adeyemi | 9 Jul | 23 Aug | High | In progress |
| M-1998 | Blake Industrial GmbH | T. Morgan | 12 Jul | 28 Aug | Medium | At risk |
Consultation Notes · Board & Throughput
Consultation Notes board
Upcoming2
Initial · Hearing stepLow
M-2039
P. Adeyemi20h
Strategy · Opened stepCritical
M-2011
A. Okafor4h
Awaiting notes2
Strategy · Hearing stepCritical
M-2039
P. Adeyemi20h
Settlement · Opened stepHigh
M-2011
A. Okafor4h
Actions pending2
Settlement · Hearing stepHigh
M-2039
P. Adeyemi20h
Witness proof · Opened stepMed
M-2011
A. Okafor4h
Confirmed2
Witness proof · Hearing stepMed
M-2039
P. Adeyemi20h
Closure · Opened stepLow
M-2011
A. Okafor4h
Filed2
Closure · Hearing stepLow
M-2039
P. Adeyemi20h
Initial · Opened stepCritical
M-2011
A. Okafor4h
Consultation Notes volume by category (8 weeks)
62
W22
61
W23
60
W24
59
W25
58
W26
57
W27
56
W28
55
W29
InitialStrategySettlementWitness proofClosure
Consultation Notes · Risk & Activity
Consultation Notes — operational risks
- 1Notes outstanding21 days2 consultations > 48hOwner N. SalimEscalate to partner
- 2Unbilled time5 days6.5hOwner A. OkaforReassign owner
- 3No written confirmation9 daysSettlement discussionOwner J. Hollis KCAdd support resource
Consultation Notes activity
- 9:39·N. SalimM-2041Actions extracted — closure update recordedConsultation Notes · audit AUD-88819
- 10:40·J. Hollis KCM-2039Client confirmed — initial update recordedConsultation Notes · audit AUD-88832
- 11:51·S. RavelM-2035Filed — strategy update recordedConsultation Notes · audit AUD-88845
- 12:02·L. IbarraM-2029Booked — settlement update recordedConsultation Notes · audit AUD-88858
- 13:13·R. FenwickM-2024Held — witness proof update recordedConsultation Notes · audit AUD-88871
- 14:24·N. SalimM-2018Notes drafted — closure update recordedConsultation Notes · audit AUD-88884