2026-09-11 · teams

Zakir matter — any other client email addresses on file

Zakir matter — any other client email addresses on file — 2026-09-11

Seven minutes on Teams at noon ET. JT, running an AppRiver archive search for any pre-2026 email mentioning the Zakirs' fee rate, asked Jamar for alternate client addresses. Jamar answered in five minutes.

Summary

  • JT asked whether the Firm had corresponded with the Zakirs at any address other than the ones already in hand, from Redtail or anywhere else.
  • JT gave the reason: Brandon had just emailed the clients, and JT wanted to establish whether the 1% or 1.25% rate had ever been mentioned to them in email before 2026.
  • Jamar supplied one older address from Raya's Redtail record (in the raw file) and confirmed that beyond it the addresses JT already had were all he could see.
  • JT thanked him. The AppRiver export that followed ran back to 2016 and was filed to the Zakir matter folder in Box the same afternoon (see the 2026-09-11 Brandon Teams record).

Decisions

  • Nothing raised.

They asked me for

  • Nothing raised.

I asked them for

  • Jamar Anderson: any alternate Zakir email addresses. Answered same session.

Concerns and frustrations raised

  • Nothing raised.

What they are focused on

  • Jamar Anderson: supporting the Zakir record search from Redtail.

Doable / not doable / needs a decision

  • Nothing pending.

Action items

Mine

  • Nothing owed from this exchange. — (Notion: not pushed)

Theirs

  • Nothing pending.

Suggestions for me

  • Fifth time in nine days Jamar has turned a Zakir lookup around inside the hour. Worth saying so to him directly when the matter closes.

Notable quotes

"This is an old email address listed in Raya's redtail. Outside of that, the emails you have are what I am seeing as well" — Jamar Anderson