Tasks

9 tasks

All Open Done High Medium Low

Provide feedback on Lockton's Legal Day event after JD attends. low

JD next month call

Connect with contacts in Georgia and New York jurisdictions to assess clearing the small footprints there. low

Speaker A call

Investigate and potentially challenge the appraisal value (11B) related to Georgia inventory. low

Speaker A & B call

Schedule a follow-up if endpoint adjustments are needed after initial testing of the API data. low

Speaker A call

Investigate and systematize the quarterly rebate process to ensure it is paid on time and accurately. low

Sean French call

Clarify the procedure for handling invoices that appear missing due to being processed 'outside of QuickBooks' to prevent recurring errors. low

call

Send link to Life Care Planning Professionals (San Antonio PE-backed competitor) low

James Adcock call

Dig up information on the independent practitioner who wanted to sell her $275K book of business low

Brent Sitarski call

Follow up on Paylocity API setup in 5-7 business days low

2026-02-26 email