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Estate planning practice

Pebblecreek Point Estate Planning · Estate planning practice · Boulder, CO

Gil Ellsworth is the attorney at Pebblecreek Point Estate Planning, an estate planning practice in Boulder, and he keeps the team's office schedule, licenses and onboarding in one place, with pay, birth dates and emergency details shown only to those who should see them.

Legal and professionalTeam and HRGoverned columns4 tables · 7 views · 1 form · 2 dimension sets · 1 dashboard · 1 digest · 1 checklist · 1 notification · 1 agent
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Onboarding board

Team files
Offer signed2
Sebastian Alderton-RaoAttorneyFull time
Aurelia Pennington-SuleReceptionistPart time
Paperwork1
Odilia Brennock-FofanaNotaryPart time
Systems access1
Evander Larkspur-QuistLegal assistantFull time
Shadowing1
Marietta Blackwood-NwachukwuParalegalFull time
Cleared15
Leocadia Ferncliffe-ObuyaAttorneyFull time
Barnabas Quennell-AdeyemiAttorneyPart time
Hyacinth Strobridge-LunaParalegalFull time
Ferdinand Oakeshott-PillayParalegalFull time
Isolde Cavanaugh-SesayParalegalContract
10 more

Tables

Team files

20 sample rows · 18 columns

Everyone on the firm's team, with what each person is cleared to do and what the firm keeps private about them.

NameRoleEmploymentReports toFirst dayCleared onOnboarding
Aurelia Pennington-SuleReceptionistPart timeCalla Wetherell-OseiNov 11, 2026—Offer signed
Barnabas Quennell-AdeyemiAttorneyPart timeGil EllsworthApr 12, 2022Apr 17, 2022Cleared
Casimira Dunmore-ReyesLegal assistantPart timeCalla Wetherell-OseiDec 22, 2025Dec 27, 2025Cleared
Cuthbert Wolcott-EzeLegal assistantFull timeCalla Wetherell-OseiJul 15, 2026Jul 20, 2026Cleared
Eglantine Rowntree-DialloOffice managerFull timeGil EllsworthNov 9, 2018Nov 14, 2018Cleared
Evander Larkspur-QuistLegal assistantFull timeCalla Wetherell-OseiSep 28, 2026—Systems access
Ferdinand Oakeshott-PillayParalegalFull timeFenwick Arkwright-LundMay 17, 2023May 22, 2023Cleared
Hyacinth Strobridge-LunaParalegalFull timeFenwick Arkwright-LundMar 23, 2020Mar 28, 2020Cleared
Isolde Cavanaugh-SesayParalegalContractFenwick Arkwright-LundJan 16, 2025Jan 21, 2025Cleared
Jessamyn Colquhoun-AbaraReceptionistFull timeCalla Wetherell-OseiMay 16, 2025May 21, 2025Cleared
Leocadia Ferncliffe-ObuyaAttorneyFull timeGil EllsworthOct 5, 2017Oct 10, 2017Cleared
Lysandra Tidewell-BoatengNotaryPart timeCalla Wetherell-OseiMay 17, 2021May 22, 2021Cleared

8 more rows

Licenses and certifications

26 sample rows · 8 columns

Every license, commission and training the firm tracks by person, with the day each one runs out.

CredentialCredential numberKindHolderIssuedRuns outStatus
Data privacy training, Eglantine Rowntree-DialloPE-CR-2121Data privacy trainingEglantine Rowntree-DialloSep 13, 2025Aug 19, 2026Expired
Data privacy training, Isolde Cavanaugh-SesayPE-CR-2110Data privacy trainingIsolde Cavanaugh-SesayNov 22, 2025Sep 3, 2026Expired
Ethics CLE, Barnabas Quennell-AdeyemiPE-CR-2105Ethics CLEBarnabas Quennell-AdeyemiSep 13, 2025Sep 18, 2026Expired
Estate law CLE, Leocadia Ferncliffe-ObuyaPE-CR-2102Estate law CLELeocadia Ferncliffe-ObuyaDec 22, 2025Oct 6, 2026Expired
CPR and first aid, Casimira Dunmore-ReyesPE-CR-2115CPR and first aidCasimira Dunmore-ReyesNov 17, 2024Oct 9, 2026Expired
Certified paralegal, Ferdinand Oakeshott-PillayPE-CR-2108Certified paralegalFerdinand Oakeshott-PillayAug 9, 2024Nov 2, 2026Renewal due
State bar license, Barnabas Quennell-AdeyemiPE-CR-2104State bar licenseBarnabas Quennell-AdeyemiMay 1, 2024Nov 22, 2026Renewal due
Notary commission, Lysandra Tidewell-BoatengPE-CR-2116Notary commissionLysandra Tidewell-BoatengJul 6, 2023Dec 5, 2026Renewal due
Notary commission, Odilia Brennock-FofanaPE-CR-2126Notary commissionOdilia Brennock-FofanaNov 17, 2024Dec 9, 2026Renewal due
CPR and first aid, Peregrine Ashdown-OkelloPE-CR-2113CPR and first aidPeregrine Ashdown-OkelloJun 5, 2025Dec 27, 2026Current
Data privacy training, Hyacinth Strobridge-LunaPE-CR-2107Data privacy trainingHyacinth Strobridge-LunaFeb 10, 2026Feb 10, 2027Current
Data privacy training, Peregrine Ashdown-OkelloPE-CR-2112Data privacy trainingPeregrine Ashdown-OkelloApr 1, 2026Apr 1, 2027Current

14 more rows

Office schedule

34 sample rows · 6 columns

Who covers the signing room, intake desk, phones and court runs, and whether the shift is firm yet.

ShiftPersonPostStartsHoursStatus
Drafting block, Leocadia, morningLeocadia Ferncliffe-ObuyaDrafting blockOct 5, 2:00 PM4Worked
Court run, Philomela, afternoonPhilomela Gantry-OyelaranCourt runOct 5, 7:00 PM6Worked
Court run, Isolde, morningIsolde Cavanaugh-SesayCourt runOct 6, 2:00 PM6Worked
Notary on call, Lysandra, morningLysandra Tidewell-BoatengNotary on callOct 7, 3:00 PM8Worked
Drafting block, Philomela, morningPhilomela Gantry-OyelaranDrafting blockOct 8, 3:00 PM4Worked
Court run, Hyacinth, afternoonHyacinth Strobridge-LunaCourt runOct 9, 7:00 PM6Worked
Intake desk, Hyacinth, afternoonHyacinth Strobridge-LunaIntake deskOct 9, 7:00 PM8Worked
Court run, Winola, afternoonWinola Hartigan-MbathaCourt runOct 12, 7:00 PM8Worked
Reception, Jessamyn, morningJessamyn Colquhoun-AbaraReceptionOct 13, 2:00 PM4Worked
Signing room, Leocadia, morningLeocadia Ferncliffe-ObuyaSigning roomOct 14, 2:00 PM6Worked
Intake desk, Isolde, morningIsolde Cavanaugh-SesayIntake deskOct 15, 3:00 PM8Worked
Signing room, Octavian, morningOctavian Pruett-NakamuraSigning roomOct 16, 3:00 PM4Worked

22 more rows

Also included

  • First two weeksChecklist
  • Credentials to renewDigest
  • Credential nearly out of dateNotificationTells the office manager when a credential is within two months of running out.

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