Client-File Drawer

rendered 2026-08-04 · proposal only

FICTITIOUS — FORGE DEMO ONLY · SPECIMEN

What's in the drawer, and what filing it would take

The drawer holds 37 items. 33 would file cleanly into 20 client households; 3 are firm documents that aren't a client's file, 1 is empty, and a handful want your eyes before they go anywhere.

For example — to file/rickard ira stmt.pdf → 2026-09-30_Rickard_Account-Statement-2590-IRA.pdf, filed under The Rickard Household → Statements.

Nothing has moved, nothing was deleted, and nothing was written into your office/ folders. This is a proposal — you review it and do the filing. Duplicates are held side by side, never removed; two versions of a document keep both, with the governing one named.

Found in the drawer

including old stuff/ + to file/

Ready to file

placed, clear name & class

Need your eyes

a field I won't guess

Could not file

not a client's file

Before you file — what needs you

Could not file

Three real documents that aren't a client household's, left alone: Copy of eo premium.pdf (Alderbrook's own E&O premium — $3,120.00, due 2026-07-15), inv_rent_sept.pdf (the office rent invoice — $4,250.00, due 2026-09-10), and fax_0418 (1).txt (a fax cover sheet, sender illegible, no attachment behind it). The two invoices are dated payables — worth passing to whoever handles the firm's bills.

Confirm household

final_v2.pdf and old stuff/agreement (1).pdf both name Howard Bexley as the client — but the Bexley household on file (H063) is registered to Miriam and Bettina Bexley, no Howard. Placed under Bexley tentatively; confirm the household, or whether this is a client not in the register.

Confirm date

old stuff/notes from call.md — an undated scrap ("call w/ M. Quaid re: IRA — wants form, says 'again'?? check w/ Priya"). Reads clearly as the Quaid household; the date does not.

Duplicates — held side by side

Two look-alike pairs (same document, saved twice; nothing deleted, you choose which to keep): the Rickard Sept IRA statement (stmt 12 - Copy.pdf · to file/rickard ira stmt.pdf) and the Tilley advisory agreement (Copy of AWP_agreement_FINAL(2).pdf · tilley adv agreement - Copy.pdf).

Versions — governing named

The Bexley advisory agreement exists in two versions, both kept: final_v2.pdf (Amended & Restated, 2026-04-02) governs; it supersedes old stuff/agreement (1).pdf (the original, 2024-05-20).

Junk

untitled.txt — empty, nothing to file. Left exactly where it is.

The filing plan — from the drawer, by household then class

Every row: the mystery name it arrived under → the clean name it would get. Proposal only. Full detail in the filing plan.

From the drawer	→ Proposed filed name	Class	Confidence
The Bellamy Household · H014
stmt 17 - Copy.pdf	2026-09-30_Bellamy_Account-Statement-3181.pdf	Statements	clear
The Bexley Household · H063 · ⚠ confirm household
final_v2.pdf	2026-04-02_Bexley_Advisory-Agreement-Amended.pdf	Advisory Agreements	confirm governs
old stuff/agreement (1).pdf	2024-05-20_Bexley_Advisory-Agreement.pdf	Advisory Agreements	confirm superseded
The Crane Household · H064
scan_010 copy.pdf	2026-09-30_Crane_Account-Statement-4665-529.pdf	Statements	clear
The Deverell Household · H001
Copy of stmt (14).pdf	2026-09-30_Deverell_Account-Statement-3647-Roth.pdf	Statements	clear
doc_0013.pdf	2026-09-30_Deverell_Account-Statement-2836.pdf	Statements	clear
The Kelsey Household · H120
scan_020 copy.pdf	2026-09-30_Kelsey_Account-Statement-4503.pdf	Statements	clear
The Kentwell Household · H048
doc_0018.pdf	2026-09-30_Kentwell_Account-Statement-7395.pdf	Statements	clear
The Marbury Household · H050
Copy of stmt (9).pdf	2026-09-30_Marbury_Account-Statement-3403.pdf	Statements	clear
The Marsden Household · H006
202604_196545 (1).pdf	2026-09-30_Marsden_Account-Statement-4496.pdf	Statements	clear
Copy of stmt (4).pdf	2026-09-30_Marsden_Account-Statement-5152-Roth.pdf	Statements	clear
202604_440607 (1).pdf	2026-09-30_Marsden_Account-Statement-Whitfield-Cole-LLC-5798.pdf	Statements	clear
↳ Look-alike caught: titled Whitfield & Cole LLC but registered to the Marsden household (acct ••• 5798) — the Marsdens' business account, not the Whitfield Family Trust (H005).
The Nash Household · H011
scan_0412 (2).pdf	2026-06-15_Nash_Account-Application-2201.pdf	Account Applications & Forms	clear
The Norbury Household · H099
202608_480225 (1).pdf	2026-09-30_Norbury_Account-Statement-8005.pdf	Statements	clear
The Ostrander Household · H009
202609_799707 (1).pdf	2026-09-30_Ostrander_Account-Statement-1859-IRA.pdf	Statements	clear
scan_005 copy.pdf	2026-09-30_Ostrander_Account-Statement-2552.pdf	Statements	clear
The Padgett Household · H053
Copy of stmt (19).pdf	2026-09-30_Padgett_Account-Statement-7148.pdf	Statements	clear
The Penrose Household · H012
bellhaven stmt jul - Copy.pdf	2026-07-31_Penrose_Account-Statement-7896.pdf	Statements	clear
stmt 7 - Copy.pdf	2026-09-30_Penrose_Account-Statement-7896.pdf	Statements	clear
↳ Same account ••• 7896, two different months (July reissue + September) — not a duplicate; both filed. No August statement was issued.
The Pruett Household · H028
doc_0008.pdf	2026-09-30_Pruett_Account-Statement-5398.pdf	Statements	clear
The Quaid Household · H008
stmt 22 - Copy.pdf	2026-09-30_Quaid_Account-Statement-4297-IRA.pdf	Statements	clear
old stuff/notes from call.md	undated_Quaid_Call-Note.md	Correspondence	confirm date
The Rickard Household · H007
stmt 12 - Copy.pdf	2026-09-30_Rickard_Account-Statement-2590-IRA.pdf	Statements	clear duplicate
to file/rickard ira stmt.pdf	2026-09-30_Rickard_Account-Statement-2590-IRA.pdf	Statements	clear duplicate
The Tilley Household · H010
IMG_2214.pdf	2026-06-15_Tilley_Account-Application-3515.pdf	Account Applications & Forms	clear
misc (3).pdf	2026-06-18_Tilley_Welcome-Letter.pdf	Correspondence	clear
Copy of AWP_agreement_FINAL(2).pdf	2026-06-15_Tilley_Advisory-Agreement.pdf	Advisory Agreements	clear duplicate
tilley adv agreement - Copy.pdf	2026-06-15_Tilley_Advisory-Agreement.pdf	Advisory Agreements	clear duplicate
The Voss Household · H002
202605_240999 (1).pdf	2026-09-30_Voss_Account-Statement-1626.pdf	Statements	clear
The Voss-Brandt Household · H003
scan_015 copy.pdf	2026-09-30_Voss-Brandt_Account-Statement-6965.pdf	Statements	clear
stmt 2 - Copy.pdf	2026-09-30_Voss-Brandt_Account-Statement-4723-IRA.pdf	Statements	clear
↳ Voss (H002) and Voss-Brandt (H003) share a surname — each matched on its full account title, not the surname.
The Whitfield Family Trust · H005
doc_0003.pdf	2026-09-30_Whitfield-Trust_Account-Statement-9664.pdf	Statements	clear
doc_0023.pdf	2026-09-30_Whitfield-Trust_Account-Statement-2312.pdf	Statements	clear

Read from the drawer vault-inbox/ (37 items, including old stuff/ and to file/) and matched against the household and account registers. The full row-by-row proposal, with every match traced, is in the filing plan; the history of runs is in the run log.

Nothing was moved, renamed, or deleted, and nothing was written into office/.