JB reminds you about the things that stall a job, such as an unsigned agreement, a missing form, or an invoice nobody has followed up on.
In the work log, that looks like alerting a person the moment a customer finishes their forms, finding letters stuck before they were mailed, and cleaning up records that drifted out of date.
How much JB did on its own for this job:
Finished checklists only went to a queue, and two were missed. Now a person gets an email right away.
From the log: Added immediate email notification when checklist completes, replacing queue-only handoff that missed two leads.
Client work · August 14, 2026
Letters that failed an address check sat unsent with nothing to move them along. JB found the problem.
From the log: Discovered that letters with failed address checks remain in prepared state indefinitely with no automated resolution or alert mechanism.
Documents and email · August 28, 2026
Corrected destination logic so pre-retention uploads flow to the right internal mailbox and appear on staff review surfaces.
Documents and email · Documents, Email
Retrieved and surfaced onboarding documents from intake system for follow-up.
Documents and email · Documents
Refined carrier folder classification and document ordering logic.
Records
Enhanced document sync to handle variations in folder naming.
Documents and email · Dropbox
Corrected upload destination rules to ensure files reach the appropriate staff inbox.
Documents and email · Documents, Email
Fixed routing so mold intake documents land in the specialty queue instead of general litigation.
Documents and email · Email
Corrected API endpoint selection to retrieve task lists from project-type entities.
Client work
Corrected API path selection for project task lists.
Client work
Cross-checked string literals in filter arrays against production values to prevent silent failures.
Client work
When a required authorization form is absent, the system now generates it automatically from data already collected during intake.
Documents and email · Documents, Intake
System generates backup authorization forms from packet data when primary HIPAA documents are absent.
Records · Documents
Updated the document review system to support reversing approval states when documents need additional changes.
Documents and email · Documents
Added capability to revoke approval status on previously accepted portal documents.
Documents and email · Documents
Tested held addresses through live verification system to confirm delivery failures were genuine and not formatting issues.
Documents and email · Documents
Discovered that letters with failed address checks remain in prepared state indefinitely with no automated resolution or alert mechanism.
Documents and email · Documents
Deployed scheduled job to periodically re-check prepared letters against address validation service and auto-release when addresses become valid.
Documents and email · Documents
Corrected checklist logic so accepted items still allow new document uploads.
Documents and email
Error truncation was capturing header text instead of the actual failure cause; adjusted windowing to preserve diagnostic information.
Documents and email
One document storage path lacked the rename-healing logic present in other paths; extended the guard to all ingestion routes.
Documents and email · Gmail, Dropbox
Shipped production changes to handle incomplete or poorly formatted vendor documents more reliably.
Records
Found and fixed silent state change where completed intake checklists were not surfacing to staff, causing multi-day delays on ready leads.
Client work
Deep link now routes to correct tab using named section keys.
Client work
Adjusted which portion of error output gets logged so root causes appear in failure records instead of generic banners.
Documents and email
Extended existing folder rename repair to cover an ingest flow that previously threw errors on renamed folders.
Documents and email · Dropbox, Email
Added immediate email notification when checklist completes, replacing queue-only handoff that missed two leads.
Client work · Email
Want the forms, agreement, and payment handled up front? See client onboarding.
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