Cedar & Co Legal
Status
Next Best Action
Next step overdue on deal "Cedar & Co — Intake Automation": Book intro call
—
Retainer / mo
1
Open deals
1
Open tasks
0
Overdue
08-06-2026
Last touch
—
Next meeting
Notes (1)
08-06-2026 20:18 · Email · Aaron Berger · Robert Hayes
Requested an overview of document-intake automation options.