Files
delphi-database-v2/data-import/unknown_70ecdf03-7e21-4ba8-8e8d-a7ec5ce58402.csv
HotSwapp 2e2380552e Customer 360: extended Client fields, auto-migrate, updated Rolodex CRUD/templates, QDRO routes/views, importer mapping
QDRO links appear in rolodex_view.html case rows and case.html header when QDRO data exists, matching legacy flows.
2025-10-13 14:04:35 -05:00

18 KiB

1NameMemoStatus
21000Contingent Fee Agreement requiring retainer2.00
31001Contingent Fee Agreement without retainer2.00
41003Hourly Fee Agreement in Divorce2.00
51004Admission of Service by Attorney for DivorceÙ¸2.00
61005Affidavit of Service by Mail¹¸2.00
71006Notice of Voluntary Dismissal2.00
81007Order for Appearance for divorceq¸2.00
91008Admission of Service in divorce2.00
101009Stipulation and Order for Reconciliation!¸2.00
111010Lis Pendens in foreclosureB2.00
121011Joint Petition for DivorceB2.00
131012Acknowledgement of Right to Legal Counsel in Divorce©·2.00
141013Portion of Divorce Judgment Affecting Title to Real Estate2.00
151014Durable Power of Attorney with real estate2.00
161015Durable Power of Attorney no real estate ·2.00
171016Stipulation for Temporary Orders in divorce2.00
181017Divorce Summons2.00
191018Petition for Divorce±¶2.00
201019Marital Property Agreement Reclassifying Income2.00
211020Mutual Full General Release of All Claims2.00
22102120 day Summons2.00
231022Letter to client re signature and return of fee agreement2.00
241023Notice of Retainer in divorce2.00
251024Notice of Retainer in litigation±µ2.00
261025Offer of Settlement2.00
271026Addendum to Offer to Purchase with provision of Right to Inspection within 30 days of acceptance5µ2.00
281027Addendum to Offer to Purchase with provision of right to inspection within 10 days of acceptanceÑ´2.00
291028Business Offer to PurchaseB2.00
301029Statutory Provisions for Determining Child Support Awards in divorce action2.00
311030real estate sale contract warranty deed fancy not useable1.00
321031Grant of Option in purchase of real estate2.00
331032Mortgage Note2.00
341033Addendum to Offer to Purchase with reference to storage tankflood plainwetlandsshorelands2.00
351034Bill of Salei³2.00
361035Vacant Land Offer to Purchase2.00
371036Counter-Offer2.00
381037Offer to Purchase Farm Real Estate2.00
391038Land Contract2.00
401039Addendum to Offer to Purchase on Land Contract2.00
411040Promissory Note containing various interest options for corporation2.00
421041Residential Offer to Purchase2.00
431042Family Trust for estate planning1²2.00
441043Truth in Lending Disclosure2.00
451044standard corporation by lawsñ±2.00
461045Real Estate Closing Statement2.00
471046Promissory Note(simple form)­±2.00
481047Addendum A - Tenant Lease Rules2.00
491048Residential Condominium Offer to Purchase2.00
501050Notice of Video DepositionDuces Tecum2.00
511051real estate warranty deed fancy useable1.00
521060Order for Dismissal & Discharge of Lis Pendenslitigation2.00
531063Findings and Order after foreclosure sale2.00
541064Will for Husband with trust provisions2.00
551065Simple Will for wifeM°2.00
561066Letter to sheriff requesting service of papers2.00
571068Sheriff's deed after judgment of foreclosureé¯2.00
581069Notice of Real Estate Foreclosure Sale2.00
591070Findings and Order Confirming Sale in real estate foreclosure2.00
601071Order to Show Cause for Temporary Order in divorce2.00
611072Affidavit for Temporary Order in Divorce¯2.00
621073Letter to Client with draft of will requesting appointment for signing2.00
631074Extension of Land ContractB2.00
641075Paragraph for Offer to Purchase requiring real estate appraisal2.00
651076Paragraph for offer to purchase requiring real estate inspection!®2.00
661077real estate financing mortgage paragraph requiring offer to purchaseÙ­1.00
671078Paragraph in Offer to Purchase requiring repairs to real estate2.00
681079real estate sale buyer house paragraph requiring offer to purchase1.00
691080real estate energy audit paragraph requiring offer to purchase1.00
701081real estate inspection simple paragraph requiring offer to purchase1.00
711082defendant's first set of interrogatories and demand for production of documents2.00
721084Offer to Purchase with short paragraph requiring inspection.-¬2.00
731085real estate financing simple paragraph requiring offer to purchase1.00
741086real estate land contract paragraph requiring offer to purchase1.00
751087real estate keep on market 72 hr clause1.00
761088real estate permit septic system paragraph requiring offer to purchase1.00
771089real estate survey paragraph requiring offer to purchaseíª1.00
781090real estate water test paragraph requiring offer to purchase­ª1.00
791091real estate septic inspection paragraph requiring offer to purchase1.00
801092Assignment of Rents on land contract sale of real estate)ª2.00
811094Order to Show Cause for Temporary Restraint in litigation2.00
821095Release of Judgment Lien in divorce2.00
831097Replevin Complaint for real estate mortgage foreclosure2.00
841098Notice of Hearing on Application of Confirmation of Sale of real estate2.00
851099Transmittal letter to newspaper for publication of Notice of Foreclosure Sale2.00
861100Personal Deficiency Judgment in foreclosure action2.00
871101real estate reciever's report1.00
881102real estate reciever's report rent1.00
891103real estate reciept sheriff1.00
901104Attorney's affidavit for appointment of a receiver in real estate foreclosure2.00
911105Bond of Receiver in real estate foreclosure2.00
921106Motion for Appointment of Receiver in real estate foreclosure2.00
931107Notice of Motion for Appointment of Receiver in real estate foreclosure2.00
941108Order Appointment Receiver in real estate foreclosure2.00
951109Sheriff's Report of Sale in real estate foreclosure2.00
961110Notice of Motion for Summary Judgment in litigation2.00
971111Judgment on Motion for Summary Judgment2.00
981112Motion for Summary Judgment2.00
991113Order Granting Motion for Summary Judgment2.00
1001114Compliance with Request for Production of Documents2.00
1011116real estate writ assitance order©¥1.00
1021117real estate order to show cause hearing1.00
1031118Writ of Assistance after real estate foreclosure sale2.00
1041119Authorization for attorney to make appearance on client's behalfý¤2.00
1051120Last Will and Testament for wife with trust provisions2.00
1061121Petition and Order for Appointment of Guardian ad Litem2.00
1071122litigation order to do accounting1.00
1081124Notice of Default on mortgage note2.00
1091125Demand for Immediate Possession and Vacation of Premises pursuant to judgment of foreclosureÕ£2.00
1101127Affidavit of Attorney's Feesµ£2.00
1111129real estate letter transmitted summons and complaint lis pendensq£1.00
1121130Findings of FactConclusions of LawJudgment of Divorce2.00
1131131Petition and Order to file will without proceedings2.00
1141132Codicil to Will2.00
1151133Escrow Agreement in real estate sale½¢2.00
1161135Affidavit of Mailing notices to interested persons in an estate2.00
1171136Corporate Minutes of Informal Meeting of Stockholders2.00
1181137corporation minutes informal meeting estate1.00
1191139litigation arbitration letter1.00
1201141trust agreement rosenow1.00
1211142Letter to file Proof of Claim in Bankruptcy2.00
1221143litigation affidavit…¡1.00
1231144Consent and Order for Substitution of Attorney in divorce2.00
1241145Admission of Service in litigation2.00
1251146client information questionaire for litigation2.00
1261147client information questionaire for divorce2.00
1271148client information questionaire for personal injury2.00
1281149client information questionaire for wills2.00
1291150Collection letter on past due accounts2.00
1301151Certificate of Compliance for divorce2.00
1311152Order to Show Cause in divorce2.00
1321153Notice of Deposition½Ÿ2.00
1331154Stipulation and Order for Dismissal in divorce2.00
1341155Interrogatories in divorceB2.00
1351156Order Waiving Costs and FeesIŸ2.00
1361157Affidavit of IndigencyB2.00
1371158Motion to Enlarge Time for Filing of Record in appeal2.00
1381160general fax transmittal sheet1.00
1391162Demand for Payment in garnishment2.00
1401163Letter to clerk to file garnishment summons and complaint2.00
1411164Stipulation and Order to reopen judgment and dismiss action2.00
1421165Money Judgment in litigationž2.00
1431166Notice of Motion and Motion for Judgment on Verdict2.00
1441167Letter to file Lis PendensB2.00
1451168Marital Agreement�2.00
1461169Notice of Motion and Motion After Verdict with objections2.00
1471170Motion to Require Answers to Interrogatories%�2.00
1481171Complaint on collection of note2.00
1491172Offer of Judgmentœ2.00
1501173Stipulation and Order for Substitution of Parties in litigation2.00
1511174Demand for Production of Documents in divorce2.00
1521176Response and Counterclaim in divorceIœ2.00
1531178Letter to clerk to file summonspetition and affidavit of service in divorce2.00
1541180Affidavit of Rights Under Soldiers and Sailors Relief Act in divorce­›2.00
1551181Subpoena in litigationB2.00
1561182Letter to clerk to file Findings of FactConclusions of Law and Judgment of Divorce in Waukesha-›2.00
1571183Subpoena Duces Tecum in divorce2.00
1581184Letter to client with recorded document2.00
1591185Notice of Motion and Motion for Summary Judgment in litigation2.00
1601186Letter to Dept. of Revenue requesting copies of state tax returns for clientIš2.00
1611187Stipulation for Temporary Orders in divorce2.00
1621188litigation declaration of trust1.00
1631189Warranty Deed2.00
1641190Letter to F.C.C. to file divorce action with temporary hearing in Washington County2.00
1651191Letter to clerk to file divorce action2.00
1661192Letter to FCC for approval and filing of Findings of FactConclusions of Law and Judgment of Divorce Washington County2.00
1671193Letter to Waukesha to file summons and petition in divorce2.00
1681194educational trust provisions for will2.00
1691195Notice of Attorney's Withdrawal in personal injury2.00
1701196Withdrawal of Claim against estate2.00
1711197litigation withdrawal stipulation1.00
1721199Letter to client with draft of codicil2.00
1731201Covenant Not to Compete2.00
1741203Amended Complaint in litigation2.00
1751205Minutes of Informal Meeting of Stockholders and Board of Directors2.00
1761206Articles of Incorporation©B2.00
1771209Eviction Complaint2.00
1781210Letter to file amended complaint in Waukesha County in litigation2.00
1791211Letter to file summonspetition and affidavit of service in divorce–2.00
1801212Letter to Waukesha County to file garnishee summonscomplaint and proof of service2.00
1811213Letter to opposing counsel advising date of final hearing in divorcey•2.00
1821214Letter to Washington Co. requesting final hearing date in divorce2.00
1831216Letter to file garnishee summons and complaint in waukesha2.00
1841219Minutes of First Meeting of Incorporators and Subscribers2.00
1851220litigation minutes of first meeting board directors1.00
1861221Minutes of First Meeting of Board of Directors2.00
1871223Minutes of First Meeting of Incorporators and Subscribers2.00
1881224Authorization for Disclosure of Information from employer2.00
1891225Letter to the register of deeds to process application for transfer of jointly owned property2.00
1901226Plaintiff's Proposed Jury Instructions2.00
1911228Letter to court to file lien claim2.00
1921229Letter to court to file motion and affidavitÝ’2.00
1931230Marital Property AgreementB2.00
1941231Pre-Marital Property Agreement2.00
1951232Notice of Deposition in litigation2.00
1961233Response to Request for Production of Documents in litigation2.00
1971234Plaintiff's Witness List in litigation2.00
1981235Letter to file summons and complaint in litigation2.00
1991237litigation letter minnesota title1.00
2001238Notice of Motion and Motion for Default Judgmentm‘2.00
2011240Letter to file Notice of RetainerAnswer and Counterclaim in litigation!‘2.00
2021241Non-Disclosure and License Agreementù�2.00
2031242Letter and pleadings to Waukesha court requesting judge's signature and hearing date in Order to Show Cause or motion in divorceu�2.00
2041243Objection to Motion for Relief in bankruptcyE�2.00
2051248Letter to client with notice of pretrial�2.00
2061249Qualified Domestics Relations Order in divorce2.00
2071251Motion for Reconsideration of decision in litigation­�2.00
2081252Notice and Motion for Relief from Automatic Stay in bankruptcy2.00
2091254Non-Disclosure AgreementM�2.00
2101255Money judgment in litigation-�2.00
2111256Marital Settlement Agreement in divorce2.00
2121257Admission of Service by attorney for client2.00
2131258Letter to sheriff for service of pleadings2.00
2141259Letter to court to file Stipulation and Order for Dismissal in litigation2.00
2151260Proposed Special Verdict in litigation2.00
2161262Notice of Motion and Motion of attorney for withdrawal from caseá�2.00
2171263Letter to clerk to file sheriff's affidavit of service2.00
2181264Unanimous Written Consent of Shareholder and Directors in a corporation2.00
2191265Power of Attorney for Health Care2.00
2201266List of additional language for special provisions section of power of attorney for health care2.00
2211267Cover page for Power of Attorney for Health Care™Œ2.00
2221268Letter to client regarding signing of will and power of attorney for health careEŒ2.00
2231269Letter to client regarding signing will2.00
2241270letter to court to file summons and complaint in litigation2.00
2251271Letter requesting issuance of execution on judgment2.00
2261272Header for financial statement in divorce2.00
2272000Complaint for Collection of Attorneys Fees2.00
2282001Stipulation and Order for Dismissal in litigation2.00
2292002Authorization for Release of Medical Information in personal injury2.00
2302004Conflict of Interest Statement2.00
2312005Notice of Deposition…Š2.00
2322006Notice of Motion and Motion for Partial Relief from Automatic Stay in bankruptcy1Š2.00
2332007Order for Partial Relief from Automatic Stay in bankruptcy2.00
2342008Notice of Motion and Motion to Reopen and for a new trial in litigation2.00
2352009Motion for Extension of Time to File Brief in Appealm‰2.00
2362010Affidavit of No Answer and Non-Military Service for default judgment in litigation2.00
2372011Third party summons2.00
2382012Third party complaint©B2.00
2393000Notice of Taxation of Costs and Bill of Costs2.00
2403001Notice of Motion and Motion for Default Judgment Foreclosure and Sale2.00
2413002Affidavit of Interim Attorney's Fees9ˆ2.00
2423003Order for Judgment and Judgment of Foreclosure and Sale2.00
2433004Affidavit of Default and Non-military Service in a foreclosure action2.00
2443006Notice of Entry of Judgment2.00
2454000Notice of Intention to File Claim for Lien2.00
2464001Claim for Lien2.00
2474002Defendant's Proposed Jury Instructions in litigation case with punitive damages2.00
2484003Plaintiff's Proposed Special Verdict in a non-auto negligence case2.00
2494004Plaintiff's Proposed Jury Instructions in a negligence casenot involving an auto2.00
2504005Plaintiff's Proposed Special Verdict in assault and battery case†2.00
2514006Plaintiff's Proposed Jury Instructions in an assault and battery case2.00
2524007Satisfaction of Lien ClaimB1.00
2535000Notice of Appeal•…2.00
2546000Standard Articles of Incorporation (Short Form)2.00
2556001Standard Articles of Incorporation (Long Form)2.00
2566002Articles of Incorporation for a Statutory Close Corporation2.00
2576003Optional Provision for an S Corporation2.00
2586004Articles of Incorporation for a Service Corporation2.00
2596005Standard Bylaws (Short Form)i„2.00
2606006Standard Bylaws (Long Form)2.00
2616007Sample Bylaws for a Statutory Close Corporation2.00
2626008Optional Provision for an S Corporation2.00
2636009Bylaws for a Service CorporationŃ2.00
2646010Subscription Agreement for corporation2.00
2656011Acceptance of subscription in corporation2.00
2666012Sample Share Certificate Legends in corporation2.00
2676013Organizational Resolutions in a corporation2.00
2686500Satisfaction of Judgmenté‚1.00
2696501Satisfaction of Mortgage͂1.00
27070005 Day Notice to Pay Rent or Vacate Premises2.00
2717001Affidavit of Service…‚2.00
2727002Revocation of Power of Attorney2.00
2737003Satisfaction of Judgment in litigation2.00
2747004Summons in paternity action2.00
2757005Affidavit of personal service2.00
2767006Eviction Complaint2.00
2777007Offer of Judgment in litigation2.00
2788000Quit Claim Deed2.00
2798001Certificate of Compliance in divorcey�2.00
2808002Motion to Dismiss Chapter 13 Case2.00
281DEATH.INTIntroductory letter to prospective wrongful death analysis clients.4.00
282DEATH.RPTPecuniary loss analysis and report for wrongful death cases.É€4.00
283ENVELOPE.WPDEnvelope printed in landscape mode on HP LaserJet4.00
284FAXSHEET.WPDFax transmittal cover sheet on WP produced letterhead.4.00
285INJURY.INTIntroductory letter to prospective personal injury clients.4.00
286INJURY.RPTPecuniary loss analysis and report for personal injury cases.4.00
287INJURY2.RPTNewer version of pecuniary loss analysis and report for personal injury cases.4.00
288LETTER.HDRBlank letter with dateaddress and signaturebut no body.4.00
289MAINTENC.LTRReport giving present value of a stream of maintenance payments.ù~4.00
290NORMAL.COVCover letter for defined benefit present value report4.00
291NORMAL.FAXFax Ready Defined Benefit present value reportincluding fax transmittal sheetcover letterreport and invoice4.00
292NORMAL.PENSingle page report on the present value of a defined benefit plan4.00
293NORMAL.RPTDefined Benefit present value reportincluding cover letter½}4.00
294PENSION.FOLFollow up letter to new pension valuation clients.4.00
295PENSION.INTIntroductory letter to prospective pension valuation clients.4.00
296PENSION.JUDIntroductory letter to judges regarding pension valuation services.4.00
297PROFIT.RPTPresent value report for fully vesteddefined contribution plans.4.00
298PROSPECT.LTRIntroductory letter to prospective clients.4.00
299STATMENT.WPDStatement for services rendered on WP letterheadwithout ledger transactions filled in.%|4.00
300STRUCTUR.LTRReport giving present value of structured settlement.4.00
301UNVESTED.COVCover letter to attach to report showing present value of unvested defined contribution plan.4.00
302VITAE.JSMCopy of JSM's vitae to send to clients.4.00
303VITAE.LETCover letter for sending copy of vitae to client.4.00
304WRS.COVWisconsin Retirement System pension report cover letter4.00
305WRS.FAXFax Ready Wisconsin Retirement System pension reportincluding fax transmittal sheetcover letterreport and invoice4.00
306WRS.PENWisconsin Retirement System single page pension report4.00
307WRS.RPTWisconsin Retirement System pension reportincluding cover letter4.00