All Open
7 batons
| Baton | Type | Priority | Status | Assignee | Client | Received |
|---|---|---|---|---|---|---|
URGENT: $250K wire transfer for Friday property closing | Money Movement | Urgent | New | Mark Maldonado | Jennifer Walsh | about 3 hours ago |
URGENT: CPA needs IRA deductibility confirmation by 5pm today for tax extension | General Question | Urgent | New | Mark Maldonado | Margaret Sullivan | about 4 hours ago |
Client exploring 401(k) rollover from former employer | General Question | Standard | New | Unassigned | Patricia Goldberg | about 8 hours ago |
Client is requesting a $50,000 wire transfer from their joint checking account to their daughter's Chase bank account. | Money Movement | Urgent | New | Mark Maldonado | Mark Maldonado | BatonIQ | about 20 hours ago |
Classification failed: Need a copy of my Q4 2025 statement Low confidence (0%) | Other | Manual Review | New | Unassigned | Mark Maldonado | BatonIQ | about 20 hours ago |
Client wants to change IRA primary beneficiary from spouse to family trust | Beneficiary Change | Standard | New | Mark Maldonado | The Chen Family Trust | 1 day ago |
Vague follow-up referencing prior conversation — context unclear Low confidence (62%) | Other | Manual Review | New | Unassigned | Tony Castellano | 2 days ago |