Good morning, K. Morgan
Thursday, 19 June 2026 — here's your overview
TOTAL CLIENTS
24
+3 this month
OPEN CASES
8
2 due this week
FOLLOW-UPS DUE
5
3 overdue
DOCS UPLOADED
47
This quarter
Recent Cases
| CLIENT | MATTER | STATUS |
|---|---|---|
| Beaumont Holdings | Business Registration | In Progress |
| T. Clarke | Work Permit Renewal | Complete |
| Seaview Realty | Trade Licence Application | Under Review |
| N. Forrester | Annual Return Filing | Overdue |
| Pinnacle Group | Company Incorporation | In Progress |
Upcoming Follow-ups
19
JUN
Beaumont Holdings
Chase outstanding documents for registration
20
JUN
N. Forrester
Annual return — final warning before penalty
23
JUN
Seaview Realty
Confirm licence approval status
Recent Activity
New client intake submitted — Pinnacle Group Ltd
Today at 9:14 AM — logged by K. Morgan
Case closed — T. Clarke / Work Permit Renewal
Yesterday at 4:32 PM — logged by S. Reid
Document uploaded — Seaview Realty / Certificate of Incorporation
18 Jun at 2:11 PM — logged by K. Morgan
Follow-up added — N. Forrester / Annual Return overdue notice
17 Jun at 11:45 AM — logged by K. Morgan
Clients
24 active clients on record
| CLIENT NAME | TYPE | PHONE | OPEN CASES | STATUS | |
|---|---|---|---|---|---|
| Beaumont Holdings Ltd | Corporate | info@beaumonthold.com | +1 345 555 0112 | 2 | Active |
| T. Clarke | Individual | t.clarke@email.com | +1 345 555 0198 | 0 | Active |
| Seaview Realty Inc. | Corporate | ops@seaviewrealty.ky | +1 345 555 0234 | 1 | Active |
| N. Forrester | Individual | nforrester@mail.com | +1 345 555 0087 | 1 | Attention |
| Pinnacle Group Ltd | Corporate | admin@pinnaclegroup.ky | +1 345 555 0301 | 1 | New |
| A. Whitmore | Individual | awhitmore@email.com | +1 345 555 0145 | 0 | Active |
| Coral Bay Ventures | Corporate | info@coralbay.ky | +1 345 555 0267 | 1 | Active |
| M. DaCosta | Individual | mdacosta@mail.com | +1 345 555 0399 | 0 | Active |
Meridian Professional Services
Client Profile — Beaumont Holdings Ltd
Printed: · Logged by K. Morgan
Beaumont Holdings Ltd
Corporate Client — Active since March 2025
BH
Beaumont Holdings Ltd
Corporate Client
EMAIL
info@beaumonthold.com
PHONE
+1 345 555 0112
CONTACT PERSON
Richard Beaumont
REGISTERED ADDRESS
14 Harbour Drive, George Town, KY1-1001
CLIENT SINCE
March 2025
STATUS
Active
Documents
Certificate of Incorporation.pdf
Uploaded 15 Jun 2026
Memorandum of Association.pdf
Uploaded 10 Apr 2026
Director ID — R. Beaumont.pdf
Uploaded 10 Apr 2026
Open Cases
| MATTER | OPENED | STATUS |
|---|---|---|
| Business Registration Renewal | 1 Jun 2026 | In Progress |
| Annual Return Filing 2026 | 15 May 2026 | In Progress |
Follow-ups
19
JUN
Chase outstanding documents for registration
Logged by K. Morgan
Activity Log
Document uploaded — Certificate of Incorporation
15 Jun 2026 · K. Morgan
Case opened — Annual Return Filing 2026
15 May 2026 · K. Morgan
Case opened — Business Registration Renewal
1 Jun 2026 · S. Reid
Client profile created from intake form
10 Apr 2026 · System
Meridian Professional Services
Case Register
Printed: · Logged by K. Morgan
Cases
8 open cases across all clients
All Cases
In Progress
Under Review
Complete
Overdue
| CLIENT | MATTER | ASSIGNED TO | OPENED | DUE DATE | STATUS |
|---|---|---|---|---|---|
| Beaumont Holdings | Business Registration Renewal | K. Morgan | 1 Jun 2026 | 30 Jun 2026 | In Progress |
| Beaumont Holdings | Annual Return Filing 2026 | S. Reid | 15 May 2026 | 30 Jun 2026 | In Progress |
| T. Clarke | Work Permit Renewal | K. Morgan | 3 Apr 2026 | 18 Jun 2026 | Complete |
| Seaview Realty | Trade Licence Application | K. Morgan | 20 May 2026 | 25 Jun 2026 | Under Review |
| N. Forrester | Annual Return Filing | S. Reid | 1 Mar 2026 | 31 May 2026 | Overdue |
| Pinnacle Group | Company Incorporation | K. Morgan | 18 Jun 2026 | 18 Jul 2026 | In Progress |
| Coral Bay Ventures | Trade Licence Renewal | S. Reid | 10 Jun 2026 | 10 Jul 2026 | In Progress |
| A. Whitmore | Sole Trader Registration | K. Morgan | 5 Jun 2026 | 5 Jul 2026 | Under Review |
New Client Intake
Complete the form below. A client profile will be created automatically on submission.
Client Information
Follow-ups
5 follow-ups scheduled — 3 overdue
All Follow-ups
17
JUN
N. Forrester
Annual return overdue — client has not responded to first notice
18
JUN
M. DaCosta
Confirm receipt of work permit application supporting docs
18
JUN
Coral Bay Ventures
Chase licence renewal payment confirmation
19
JUN
Beaumont Holdings
Chase outstanding documents for registration
20
JUN
N. Forrester
Annual return final warning before penalty is applied
23
JUN
Seaview Realty
Confirm trade licence approval status with registry
Tasks & Deadlines
Keep track of internal deadlines and action items
This Week
✓
Submit T. Clarke work permit renewal to Immigration
Due 18 Jun
Prepare Beaumont Holdings registration documents for signature
Due today
Follow up N. Forrester — annual return final notice
Due tomorrow
Review Pinnacle Group incorporation documents
Due 23 Jun
Send Seaview Realty licence approval update
Due 23 Jun
✓
Update client records for Q2 annual returns batch
Due 15 Jun
Documents
47 documents on file across all clients
| DOCUMENT NAME | CLIENT | TYPE | UPLOADED | UPLOADED BY |
|---|---|---|---|---|
| 📄 Certificate of Incorporation.pdf | Beaumont Holdings | Certificate | 15 Jun 2026 | K. Morgan |
| 📄 Trade Licence 2026.pdf | Seaview Realty | Licence | 12 Jun 2026 | K. Morgan |
| 📄 Work Permit — T. Clarke.pdf | T. Clarke | Permit | 10 Jun 2026 | S. Reid |
| 📄 Director ID — R. Beaumont.pdf | Beaumont Holdings | ID Document | 10 Apr 2026 | K. Morgan |
| 📄 Memorandum of Association.pdf | Beaumont Holdings | Legal | 10 Apr 2026 | K. Morgan |
| 📄 Annual Return 2025 — Coral Bay.pdf | Coral Bay Ventures | Return | 5 Apr 2026 | S. Reid |
| 📄 Sole Trader Application — A. Whitmore.pdf | A. Whitmore | Application | 5 Jun 2026 | K. Morgan |
| 📄 Incorporation Docs — Pinnacle Group.pdf | Pinnacle Group | Legal | 18 Jun 2026 | K. Morgan |
Activity Log
Full record of all actions taken in the system
New client intake submitted — Pinnacle Group Ltd. Profile auto-created.
19 Jun 2026, 9:14 AM — logged by K. Morgan
Case opened — Pinnacle Group / Company Incorporation
19 Jun 2026, 9:15 AM — logged by K. Morgan
Case closed — T. Clarke / Work Permit Renewal. Status set to Complete.
18 Jun 2026, 4:32 PM — logged by S. Reid
Document uploaded — Seaview Realty / Trade Licence 2026.pdf
18 Jun 2026, 2:11 PM — logged by K. Morgan
Follow-up added — N. Forrester. Annual return final warning due 20 Jun.
17 Jun 2026, 11:45 AM — logged by K. Morgan
Case status updated — Seaview Realty / Trade Licence Application → Under Review
16 Jun 2026, 3:20 PM — logged by S. Reid
Document uploaded — Beaumont Holdings / Certificate of Incorporation.pdf
15 Jun 2026, 10:05 AM — logged by K. Morgan
New client intake submitted — A. Whitmore. Profile auto-created.
5 Jun 2026, 8:50 AM — logged by K. Morgan
Case opened — Coral Bay Ventures / Trade Licence Renewal
10 Jun 2026, 2:00 PM — logged by S. Reid
Client profile created — Beaumont Holdings Ltd from intake form
10 Apr 2026, 9:00 AM — System