🔍 PP Intake Audits

Updated: May 07, 2026 at 05:03 AM ET  ·  Source: Zoho CRM  ·  ■ Missing  ■ Present  ■ N/A (not required for stage)

📊 Retain Overview 👤 All Consultations & Retains 🎯 CEA/CES ⏱️ Utilization 📅 Days to Retain 🔍 Intake Audits ⚖️ PP Metrics 🏛️ Divorce Decree 💰 Revenue vs Goal 📞 Sales Pipeline 📍 State Performance 🔁 Matter Lifecycle 🏆 CEA Leaderboard
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Records w/ Missing Fields
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Missing Rating
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Missing Attachments
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Fee Agreement Not Sent
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Missing Retainer (Onboarding)
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Missing Clio Date (Onboarding)
🔍 Intake Audit — Consultation Records with Missing Fields —
Client Name Consultation Person Owner Stage Date # Missing Missing Field Flags
Consultation RatingAttachments in NotesConsultation PrepaidWas Consultation Attended?Consultation CompletedFee Agreement SentRetainer AmountClio Open Date
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