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MatterFlow โ€” Intake Summary
Williams v. Meridian Financial Group
Generated May 8, 2026 ยท 9:14 AM ยท Intake #MF-2026-0847
๐Ÿšจ EEOC Deadline โ€” 61 days
Priority
๐Ÿšจ URGENT
Days since incident
239 days
Tenure
7 years
Employer size
500+ employees
๐Ÿšจ
Urgent โ€” EEOC Filing Deadline Approaching

The most recent discriminatory act occurred September 11, 2025. The 300-day EEOC filing deadline falls on July 8, 2026 โ€” 61 days from today. Immediate consultation recommended.

๐Ÿ‘ค Client Information

Full name Denise R. Williams
Phone (312) 555-0194
Email d.williams@email.com
State Illinois
Prior attorney No โ€” first inquiry
Intake submitted May 8, 2026 โ€” 9:14 AM

โš–๏ธ Claim Analysis

Racial discrimination Retaliation Hostile work environment Wrongful termination
Protected class Race / national origin
Employer type Private company
Employer size 500+ employees โ€” Title VII applies
Reported to HR โœ“ Yes โ€” formal written complaint
Still employed No โ€” terminated Sept 11, 2025
Potential damages Back pay, front pay, compensatory, punitive

๐Ÿข Employer Information

Employer name Meridian Financial Group
Client's role Senior Compliance Analyst
Tenure 7 years (2018โ€“2025)
Employment status Terminated

๐Ÿ“… Chronological Timeline

โ—
March 2018
Client hired at Meridian Financial Group
Hired as Compliance Analyst. Received positive performance reviews for first 5 years. Promoted to Senior Compliance Analyst in 2021.
!
January 2025
New supervisor assigned โ€” conduct begins
New direct supervisor (T. Harmon) assigned. Client reports immediate shift in treatment โ€” excluded from meetings, denied resources provided to white colleagues, subjected to racially coded comments about "communication style."
โ˜…
April 3, 2025
Formal HR complaint filed by client
Client submitted written discrimination complaint to HR citing racially disparate treatment by supervisor. HR acknowledged receipt. No corrective action taken.
!
April โ€“ August 2025
Escalating retaliation following HR complaint
Client received first negative performance review in 7-year tenure (May 2025). Placed on Performance Improvement Plan in July 2025 โ€” no prior disciplinary history. Excluded from key projects. Two white colleagues with lower performance metrics were promoted during this period.
!
September 11, 2025
Client terminated โ€” stated reason: "performance"
Terminated 5 months after filing HR complaint. Employer cited PIP performance as basis. Client had no disciplinary history prior to filing complaint. This is the operative date for SOL calculations.
โœ“
May 8, 2026
MatterFlow intake submitted
Client submitted intake. 239 days since termination. EEOC 300-day deadline: July 8, 2026.

๐Ÿ’ฌ Client Narrative

In client's own words

I worked at Meridian for 7 years without a single issue. My reviews were always good and I was promoted in 2021. Everything changed when Tom Harmon became my supervisor in January 2025. From day one he treated me differently than my white colleagues. I was left off meeting invites, denied access to projects I was supposed to lead, and he made comments about how I needed to "adapt my communication style to fit the team culture." My colleagues never received these comments. In April I filed a formal complaint with HR. I put everything in writing. After that, things got worse. In May I got my first bad review ever. In July they put me on a PIP โ€” something that had never come up in 7 years. Two people on my team who had lower performance numbers than me were promoted while I was on the PIP. On September 11 they fired me and said it was because of my performance on the PIP. I believe they built a paper trail to fire me after I complained. I have emails, my HR complaint, all my old performance reviews, and my termination notice.

โฑ Filing Deadlines โ€” All Forums

Action required
Federal Forums
Forum / Agency Claim Type Deadline Days Remaining Status
EEOC
Title VII, ADA, ADEA, GINA
Discrimination, Retaliation, Harassment July 8, 2026
300 days โ€” IL is deferral state
61 days URGENT
DOL / WHD
FLSA โ€” Wage & Hour
Unpaid wages, overtime Sep 11, 2027
2 years (3 if willful)
491 days OK
DOL
FMLA
FMLA violations Sep 11, 2027
2 years (3 if willful)
491 days OK
NLRB
National Labor Relations Act
Unfair labor practices Mar 11, 2026
6 months from violation
Expired REVIEW
Federal Court
After Right to Sue letter
All Title VII / ADA / ADEA claims 90 days after RTS
Clock starts on RTS receipt
Pending EEOC MONITOR
State Forums โ€” Illinois
Forum / Agency Claim Type Deadline Days Remaining Status
IDHR
dhr.illinois.gov
IL Human Rights Act โ€” all protected classes Sep 11, 2026
300 days from violation
126 days MONITOR
IL State Court
Civil lawsuit
IL Human Rights Act claims Sep 11, 2027
2 years from violation
491 days OK

โš  State agency filing deadlines vary by state and claim type. Always verify current deadlines directly with the relevant agency or through state-specific legal counsel.

๐Ÿ“ Documentation Status

โœ“ Offer letter / employment contract
โœ“ Performance reviews (7 years)
โœ“ Termination letter / notice
โœ“ Emails and text messages
โœ“ HR complaint (written, April 2025)
โœ“ Witness names / contact info
โ—‹ Pay stubs / wage records
โ—‹ PIP documentation
Request from client before consultation
โ†’ Pay stubs (last 12 months)
โ†’ Full PIP documentation
โ†’ Any written responses from HR
โ†’ Colleague promotion announcements

๐Ÿšฆ Priority Flag

๐Ÿšจ
URGENT
EEOC deadline within 90 days โ€” immediate consultation recommended
Strong โ€” 7-year tenure with clean record prior to complaint
Strong โ€” formal written HR complaint on file
Strong โ€” retaliation timeline is clear and well-documented
Strong โ€” large employer, Title VII applies
Note โ€” comparator evidence needed (white colleagues promoted)
Gap โ€” PIP documentation not yet obtained
Gap โ€” EEOC charge not yet filed (61 days remaining)

โœ… Recommended Next Steps

1

Schedule consultation immediately โ€” EEOC deadline in 61 days

The 300-day EEOC filing window closes July 8, 2026. Consultation and charge preparation should begin this week to preserve all federal claims.

2

Request PIP documentation and HR response records

Client does not have PIP records. These are critical to establishing the paper-trail retaliation narrative. Request before consultation.

3

Identify and preserve comparator evidence

Client references two white colleagues who were promoted during the PIP period. Names, titles, and performance data should be gathered to support disparate treatment claim.

4

Advise client to preserve all communications

Client has emails and texts but should be reminded not to delete anything and to back up personal copies of all documentation before employer access is lost.

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