Active Pipeline
5 Matters
Updated live from online forms
This Week's Intake
14 Matters
Arcadia Office & Zoom Video
Retainer Sign Rate
84%
High-intent bilingual matters
Intake Conversion
92%
Fast initial turnaround
Intake Pipeline Kanban Board
Drag or click arrow controls (← / →) to transition client matters through workflow stages.
New Inquiries
0
Scheduled
0
Retained
0
In Progress
0
Closed / Complete
0
Daily Consultation Calendar & Docket
Today's scheduled partner meetings by attorney and CPA.
Helen Lin, Esq.
Immigration & Family Law Lead
10:00 AM
Michael & Jenny Wang
In-Person
I-130 Parent Green Card · 90-day tourist entry rule review
Conference Room A (Huntington Dr)02:30 PM
David & Michelle Zhang
In-Person
Marriage I-485 Package final review and signature
Conference Room B
Robert Chen, CPA
Corporate Tax & Advisory Lead
11:30 AM
Kevin Zhao (Apex Logistics)
Zoom Video
S-Corp Election & Q3 Payroll Tax Review
Meeting Room ID: 849-201-992104:00 PM
Grand Pacific Tea Corp
In-Person
Arcadia Retail Lease & Commercial Insurance Review
Joined by Vivian Zhao (Risk Partner)