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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-OseiOct 29, 2026—Offer signed
Barnabas Quennell-AdeyemiAttorneyPart timeGil EllsworthMar 30, 2022Apr 4, 2022Cleared
Casimira Dunmore-ReyesLegal assistantPart timeCalla Wetherell-OseiDec 9, 2025Dec 14, 2025Cleared
Cuthbert Wolcott-EzeLegal assistantFull timeCalla Wetherell-OseiJul 2, 2026Jul 7, 2026Cleared
Eglantine Rowntree-DialloOffice managerFull timeGil EllsworthOct 27, 2018Nov 1, 2018Cleared
Evander Larkspur-QuistLegal assistantFull timeCalla Wetherell-OseiSep 15, 2026—Systems access
Ferdinand Oakeshott-PillayParalegalFull timeFenwick Arkwright-LundMay 4, 2023May 9, 2023Cleared
Hyacinth Strobridge-LunaParalegalFull timeFenwick Arkwright-LundMar 10, 2020Mar 15, 2020Cleared
Isolde Cavanaugh-SesayParalegalContractFenwick Arkwright-LundJan 3, 2025Jan 8, 2025Cleared
Jessamyn Colquhoun-AbaraReceptionistFull timeCalla Wetherell-OseiMay 3, 2025May 8, 2025Cleared
Leocadia Ferncliffe-ObuyaAttorneyFull timeGil EllsworthSep 22, 2017Sep 27, 2017Cleared
Lysandra Tidewell-BoatengNotaryPart timeCalla Wetherell-OseiMay 4, 2021May 9, 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-DialloAug 31, 2025Aug 6, 2026Expired
Data privacy training, Isolde Cavanaugh-SesayPE-CR-2110Data privacy trainingIsolde Cavanaugh-SesayNov 9, 2025Aug 21, 2026Expired
Ethics CLE, Barnabas Quennell-AdeyemiPE-CR-2105Ethics CLEBarnabas Quennell-AdeyemiAug 31, 2025Sep 5, 2026Expired
Estate law CLE, Leocadia Ferncliffe-ObuyaPE-CR-2102Estate law CLELeocadia Ferncliffe-ObuyaDec 9, 2025Sep 23, 2026Expired
CPR and first aid, Casimira Dunmore-ReyesPE-CR-2115CPR and first aidCasimira Dunmore-ReyesNov 4, 2024Sep 26, 2026Expired
Certified paralegal, Ferdinand Oakeshott-PillayPE-CR-2108Certified paralegalFerdinand Oakeshott-PillayJul 27, 2024Oct 20, 2026Renewal due
State bar license, Barnabas Quennell-AdeyemiPE-CR-2104State bar licenseBarnabas Quennell-AdeyemiApr 18, 2024Nov 9, 2026Renewal due
Notary commission, Lysandra Tidewell-BoatengPE-CR-2116Notary commissionLysandra Tidewell-BoatengJun 23, 2023Nov 22, 2026Renewal due
Notary commission, Odilia Brennock-FofanaPE-CR-2126Notary commissionOdilia Brennock-FofanaNov 4, 2024Nov 26, 2026Renewal due
CPR and first aid, Peregrine Ashdown-OkelloPE-CR-2113CPR and first aidPeregrine Ashdown-OkelloMay 23, 2025Dec 14, 2026Current
Data privacy training, Hyacinth Strobridge-LunaPE-CR-2107Data privacy trainingHyacinth Strobridge-LunaJan 28, 2026Jan 28, 2027Current
Data privacy training, Peregrine Ashdown-OkelloPE-CR-2112Data privacy trainingPeregrine Ashdown-OkelloMar 19, 2026Mar 19, 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 blockSep 21, 2:00 PM4Worked
Court run, Philomela, afternoonPhilomela Gantry-OyelaranCourt runSep 21, 7:00 PM6Worked
Court run, Isolde, morningIsolde Cavanaugh-SesayCourt runSep 22, 2:00 PM6Worked
Notary on call, Lysandra, morningLysandra Tidewell-BoatengNotary on callSep 23, 3:00 PM8Worked
Drafting block, Philomela, morningPhilomela Gantry-OyelaranDrafting blockSep 24, 3:00 PM4Worked
Court run, Hyacinth, afternoonHyacinth Strobridge-LunaCourt runSep 25, 7:00 PM6Worked
Intake desk, Hyacinth, afternoonHyacinth Strobridge-LunaIntake deskSep 25, 7:00 PM8Worked
Court run, Winola, afternoonWinola Hartigan-MbathaCourt runSep 28, 7:00 PM8Worked
Reception, Jessamyn, morningJessamyn Colquhoun-AbaraReceptionSep 29, 2:00 PM4Worked
Signing room, Leocadia, morningLeocadia Ferncliffe-ObuyaSigning roomSep 30, 2:00 PM6Worked
Intake desk, Isolde, morningIsolde Cavanaugh-SesayIntake deskOct 1, 3:00 PM8Worked
Signing room, Octavian, morningOctavian Pruett-NakamuraSigning roomOct 2, 3:00 PM4Worked

22 more rows

Forms and booking

Add a new hire

Form
Add a new hireWhere the office manager records a hire's details before the first day.
What name goes on the offer letter? *
What will the person do?AttorneyParalegalLegal assistantNotaryOffice managerReceptionist
Is the role full time, part time or contract?Full timePart timeContract
What is the first day?
Where should onboarding papers be sent?
Who should we call if something happens at the office?
What number reaches that person?
Add to the team

Dashboards

Credentials at a glance

Licenses and certifications
Credentials by status
  • Current17
  • Expired5
  • Renewal due4
Renewal fees by kind
  • State bar license$840
  • Estate law CLE$370
  • Ethics CLE$190
  • Certified paralegal$750
  • Data privacy training$480
  • Fiduciary training$280
  • CPR and first aid$180
  • Notary commission$360

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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