Cedar & Co Legal
Status
Next Best Action
Next step overdue on deal "Cedar & Co — Intake Automation": Book intro call
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Retainer / mo
1
Open deals
1
Open tasks
1
Overdue
08-06-2026
Last touch
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Next meeting
Notes (1)
08-06-2026 20:18 · Email · Aaron Berger · Robert Hayes
Requested an overview of document-intake automation options.