| Date | Type | Contact | Subject | Note | Confidence |
|---|---|---|---|---|---|
| 2026-06-26 20:08:11 | Patric Sherrill (test UI) | Email to test case_view Returns after adding activity | Direct email to: alex@lrlc.legal The following emails were cc'd andron@lrlc.legal.alice@lrlc.legal,claudia@coconet.com bc'd patrick.sherrill@gmail.com |
CERTAIN | |
| 2026-06-26 19:27:00 | alex stern cc adronm Darcy, Cluadia | Final Insurance Release signed and notorized | E-mailed Manatee Insurance release. Consistant with Alex Stern's recommendation. Notary from BoA Cape Pkwy. Finance Mgr. | DOCUMENTED | |
| 2026-06-24 08:47:09 | PHONE | Alex Stern | Conference regarding R&C claim and settlement release | Telephone conference with attorney Alex Stern regarding insurer release, R&C Roofing claim, and proposed settlement distribution. Attorney stated recommendation to recognize or resolve R&C claim was based on both perceived document validity and economic/risk considerations. Attorney stated he first received the alleged R&C agreement around October 2025 and believed it likely came from R&C, but did not identify a specific sender during the call. Patrick requested written responses to written questions; attorney stated reluctance to provide written responses because he needed to be careful. Attorney recommended Patrick sign the insurer release due to court/dismissal and financial-risk concerns, but not sign the closing/disbursement agreement until the R&C issue is resolved. Attorney recommended Patrick contact R&C to request electronic-signature audit data, including authentication information, timestamps, IP address information, and related DocuSign/e-sign records. Patrick reiterated that he does not believe he signed the agreement, does not recall using DocuSign for this transaction, and considers execution unproven without the e-sign audit data. | RECOLLECTION |
| 2026-06-23 18:44:12 | NOTE | Patrick Sherrill | Pre-conference preparation with attorney | Reviewed R&C Roofing agreement, company website, and Florida corporate records. Verified R&C Roofing and Contracting, LLC appears active and has filed annual reports. Company existence verified; execution of agreement remains unresolved. No complete DocuSign audit trail reviewed. Approximate settlement $55,000; attorney fee $15,750; proposed R&C allocation $9,850. Balloon mortgage approximately $38,000 due Aug/Sep 2026. Without R&C allocation, settlement would approximately satisfy mortgage payoff. Questions prepared for attorney include source of agreement, audit trail availability, basis for recognizing R&C claim, claim calculation, negotiation efforts, litigation risk, and release of claims. | DOCUMENTED |
| 2026-06-22 12:12:20 | Alex Stern | Questions regarding release and outstanding claims | Email sent to attorney Alex Stern regarding proposed insurer release, third-party indemnification language, known claimants to settlement proceeds, R&C Roofing claim/status, unresolved settlement distribution issues, and recommendation regarding negotiated resolution. Assistant was copied, and Claudia was copied. | DOCUMENTED | |
| 2026-06-22 11:57:29 | NOTE | Attorney inquiry before release deadline | Prior to stated June 26, 2026 release deadline, request counsel identify all known claimants to settlement proceeds, including any roofer, engineer, consultant, public adjuster, mortgage holder, subcontractor, supplier, or other lien claimant; explain practical effect of release indemnification language; identify what remains unresolved after execution of insurer release; describe current R&C Roofing position; and advise whether negotiated settlement with R&C Roofing is recommended. | DOCUMENTED | |
| 2026-06-22 11:53:24 | NOTE | Release indemnification and R&C claim strategy | Review of proposed Manatee release identified broad indemnification language covering third-party claims, including liens, mechanic liens, attorney liens, public adjuster liens, mortgage-holder claims, and other lien-holder claims. R&C Roofing agreement also contains direct-payment, information-release, lien-right, collection-cost, attorney-fee, and indemnification language. Strategy discussion: before executing release, request counsel identify all known claimants, explain practical effect of indemnification, clarify what remains unresolved if insurer release is signed, and address whether negotiated resoluqtion with R&C Roofing is recommended. | DOCUMENTED | |
| 2026-06-19 19:48:00 | DOCUMENT | Alex Stern | Release and closing statement received | Attorney stated by text that he emailed the release and closing statement and asked to be advised of questions. | DOCUMENTED |
| 2026-06-19 16:50:18 | PHONE | Alex Stern | Closing statement discussion | Discussed proposed closing statement and inclusion of R&C Roofing. Attorney referenced contract / Florida statute and suggested contacting R&C. | RECOLLECTION |
| Date | Type | Title | File | Source | Notes |
|---|---|---|---|---|---|
| 2026-06-19 | CLOSING_STATEMENT | Proposed Settlement Closing Statement | closing_statement_screenshot.jpg | Email from attorney | Shows client $29,437.50, R&C Roofing $9,812.50, attorney fees/costs $15,750.00. |
| 2026-06-19 | RELEASE | Manatee Full and Final Release | 72437 - Release.pdf | Provided by attorney | $55,000 settlement release; requires dismissal with prejudice after funding. |
| 2025-03-12 | CONTRACT | R&C Roofing Agreement | ROOF AGREEMENT 2025-1 104772 20250312181607481-m86azy4qpn71twrv.pdf | Provided by attorney / alleged DocuSign agreement | Contains cancellation language, costs, and claimed percentage of insurance proceeds. |
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