Zakir billing analysis shared in the group chat — 2026-09-03

Two messages in the JT, Jamar, Derek, and Brandon group chat at 2:34 and 2:35 PM ET, between Derek's written reply to the Zakirs (12:14 PM) and the JT and Derek weekly (3:00 PM).

Summary

• JT pointed the group to the "Zakir Record" folder under Derek's Compliance Record in the TCM Firm File on Box: initial analysis and a visual timeline of the billing history behind the Zakir email, pulled together quickly, not fully vetted, offered as a comparison against whatever Derek is assembling.
• JT offered help to all three. Jamar thanked him; Derek and Brandon did not reply in the chat. One thumbs-up reaction landed on JT's message.
• Later the same day JT told Jamar the analysis had not accounted for a 2% fee already in place (record), so the shared version is superseded on the baseline.

Decisions

• JT: the working analysis lives in the Box Zakir Record folder, visible to Derek, Brandon, and Jamar.

They asked me for

• Nothing raised.

I asked them for

• Derek, Brandon, Jamar: use the folder as a cross-check; say if they need anything.

Concerns and frustrations raised

• Nothing raised.

What they are focused on

• Jamar: acknowledged immediately; Derek and Brandon: silent in the chat (Brandon was out sick; Derek was minutes from the weekly).

Doable / not doable / needs a decision

• Nothing to decide.

Action items

Mine

• Update the shared Zakir Record analysis once the 2% baseline is confirmed — v1 files moved to _v1_SUPERSEDED-2026-09-03 in the Box folder and v2 README / source index / correction note uploaded (done 2026-09-03); still to do: drop the v2 workbook, memo and visual summary into the folder and say so in the same chat (Notion: not pushed)

Theirs

• Nothing raised.

Suggestions for me

• The folder is now the shared surface for the matter; keep the memo's NON-COMPLIANT determination and the baseline question out of it until Brandon has reviewed them.

Notable quotes

"I pulled it together quickly and haven't fully vetted it, but seems accurate and may serve as a useful comparison against anything you're putting together." — JT