[Date Prev][Date Next][Thread Prev][Thread Next][Date Index][Thread Index]

Re: Client List



Partner,
You told me you just signed up a group of 10 or 11 new clients who have issues similar to Salaum Lines.  We've heard about them but have no info/fee ageements, money, etc.  They all need to go into TM for tracking, billing, etc.
Neal A. Puckett, Esq
LtCol, USMC (Ret)
Puckett & Faraj, PC
1800 Diagonal Rd, Suite 210
Alexandria, VA 22314
703.706.9566

The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender.  You are required to purge this E-mail immediately without reading or making any copy or distribution.



On Dec 27, 2011, at 2:34 PM, Haytham Faraj wrote:

Who are the 10 new clients?
 
From: Atwood Marcy [mailto:marcy@puckettfaraj.com] 
Sent: Tuesday, December 27, 2011 2:23 PM
To: Haytham Faraj
Cc: 'Puckett Neal'
Subject: Re: Client List
 
Bethany does not have the 10 new clients you spoke of.  Please send their contact information; contracts; Attny/Para hour costs.  M
 
On Dec 27, 2011, at 11:31 AM, Haytham Faraj wrote:


M,
Mariam has no special knowledge of clients.  I don’t use her like Eric used Nick. Her knowledge of clients is the same as Mary Jo’s.  She gets tasked with work and completes it.  All contracts used to go to Bethany.  She doesn’t even handle new client calls.  She was directed to forward all inquiries to Bethany so that there wouldn’t be any confusion in the process of signing up new clients.  She keeps no contracts, has no idea what clients get billed and has no information regarding how clients pay.  All that information should be in Bethany’s files. 
 
From: Atwood Marcelyn [mailto:marcy@puckettfaraj.com] 
Sent: Tuesday, December 27, 2011 8:15 AM
To: Mariam Chamesseddine
Cc: Faraj Haytham; Puckett Neal; Julie O'Keefe; MaryJo1@puckettfaraj.com
Subject: Client List
 
Mariam, please send a complete list of Haytham's clients and their contact information, case matter, and costs (and any negotiated payment plans).  I am setting up a new bookkeeping system and I want to make sure I have all of Haytham's clients correctly entered.  
 
Thank You, 
Marcy 
 
Marcelyn Atwood
Business Manager 
 
The Law Firm of Puckett & Faraj, PC
1800 Diagonal Road, Suite 210
Alexandria, VA 22314 
 
703-706-9566 ; FAX 202-318-7652 ; marcy@puckettfaraj.com
Please View our Website:  www.puckettfaraj.com and follow us on Twitter:  http://twitter.com/puckettfaraj
 
The information contained in this electronic message is confidential, and is intended for the use of the individual or entity named above. If you are not the intended recipient of this message, you are hereby notified that any use, distribution, copying of disclosure of this communication is strictly prohibited. If you received this communication in error, please notify Puckett & Faraj, P.C. at 703-706-9566 or via a return the e-mail to sender.  You are required to purge this E-mail immediately without reading or making any copy or distribution.