Matter IntakeIntake coordinator

Signed in as Priyanka Rao (sample)

View asOwner Intake coordinator Partner

Matters7

Supplier agreement review
Contract reviewClearWaiting for partner
Client
Bluebird Bakery LLC
Second-location lease
Commercial leaseClearWaiting for partner
Client
Ironwood Fitness
Partnership setup for a design studio
Business setupNot run yetNew inquiry
Client
Rowe & Vance
Employee handbook update
Employment policyNot run yetNew inquiry
Client
Copper Kettle Café
Vendor contract template
Contract reviewClearEngagement sent
Client
Northside Bike Co.
Operations review
Advisory projectClearOpen
Client
Lakeside Print Shop
Lease dispute
Commercial leaseFlaggedDeclined
Client
Harbor Street Books

Matter	Client	Type of work	Conflict check	Status
Supplier agreement review	Bluebird Bakery LLC	Contract review	Clear	Waiting for partner
Second-location lease	Ironwood Fitness	Commercial lease	Clear	Waiting for partner
Partnership setup for a design studio	Rowe & Vance	Business setup	Not run yet	New inquiry
Employee handbook update	Copper Kettle Café	Employment policy	Not run yet	New inquiry
Vendor contract template	Northside Bike Co.	Contract review	Clear	Engagement sent
Operations review	Lakeside Print Shop	Advisory project	Clear	Open
Lease dispute	Harbor Street Books	Commercial lease	Flagged	Declined