Retainr Intake Brief
Bluefin Craft Labs LLC — co-founder dispute
Prepared for: Sample Law PLLC (fictional) · Brief ID RTN-SAMPLE-0001
Caller and company
- Caller
- Jordan Alvarez (fictional)
- Role
- Co-founder, member and manager
- Phone
- (555) 010-0142 · confirmed
- [email protected]
- Preferred contact
- Text first, then call; weekday mornings
- Company
- Bluefin Craft Labs LLC
- DBA
- Bluefin Brewing Supply
- Entity / state
- Member-managed LLC · Ohio
- Industry / size
- Brewing equipment retail · 14 employees
- Client status
- New client (no prior matters stated)
- Referral source
- Dana Whitfield, CPA (fictional)
Matter
- Matter type
- Business dispute · LLC member / co-founder dispute
- Summary (caller's words, kept short)
- Co-founder removed the caller's access to the company bank account and has called a member meeting to vote on removing the caller as manager.
- Goal stated
- Understand options before the meeting; protect ownership stake
- Detail policy
- Facts limited to 2 sentences until conflicts clear
Parties for conflict check
| Name | Relationship | Side | Conflict status |
|---|---|---|---|
| Bluefin Craft Labs LLC (DBA Bluefin Brewing Supply) | Prospective client entity | Client | Pending firm check |
| Jordan Alvarez | Caller; member, 50% | Client | Pending firm check |
| Casey Morgan | Co-founder; member, 40% | Adverse | Pending firm check |
| Northgate Angel Partners LP | Investor member, about 10% (caller unsure) | Related | Pending firm check |
| Harborline Labs LLC | New company recently formed by Casey Morgan | Adverse (possible) | Pending firm check |
| First Lakeshore Bank | Company's bank; holds the account in question | Third party | Pending firm check |
| Reed & Wong LLP | Possibly Casey Morgan's counsel (unconfirmed) | Opposing counsel | Pending firm check |
| Dana Whitfield, CPA | Referral source; company's outside accountant | Referrer | Pending firm check |
Parent / subsidiaries: none stated. Officers or directors beyond the two members: none. Retainr does not clear conflicts: the firm runs these names through its own conflict system.
Urgency and deadlines
- Served with a lawsuit?
- No
- Key deadline
- Member meeting called for Mon, Nov 2, 2026 (7 days)
- Other dates
- Bank access removed Oct 23, 2026
- Urgency
- Urgent: deadline within 7 days triggered escalation
Documents mentioned
- Operating agreement (signed 2023)
- Possible amendment adding the investor (caller unsure if signed)
- Email from Casey Morgan calling the meeting
- Recent bank statements
Nothing collected on the call. Secure upload link is sent only after conflicts clear.
Budget and fee expectations
- Billing preference
- Open to hourly; asked whether a flat fee for agreement review is possible
- Budget range stated
- $5,000–$10,000 to start
- Fees quoted on call
- None (Retainr never quotes fees)
Consult booked
- Time
- Tue, Oct 27, 2026, 10:00–10:30 AM ET
- With
- Next available business attorney (per firm rules)
- Format
- Video call; link sent by email
- Confirmation
- Email sent; text sent (opted in)
AI confidence and escalation
- Overall capture confidence
- High (92%)
- Low-confidence fields
- Investor's ownership %; whether the amendment was signed
- Escalation
- Warm transfer at 3:42 to a Retainr intake agent (deadline within 7 days)
- Agent notes
- Confirmed the meeting date and that no court papers were served. Caller calm; no advice requested or given.
Recording and transcript
Recording and full transcript are linked here in a live brief (not included in this sample).
Stored 90 days by default; access limited to the firm and Retainr QA.