Smart scan

Point it at a matter: it detects document types, builds the chronology, and lists every party. Live.

Smart scan / 1040-00001

Kessler & Montague LLP M&A / Corporate 12 docs · open →

Document types detected

Engagement letter8

Analysis / memo3

Other1

Parties across the matter

Cascade Services IncHARKNESS LLPHarkness LLPHartsfield LLPLinden CPAs LLPMontague LLPRoss LLPSecurity Inc

Chronology

2027-07-01 · ogc-reconciliation-memo.docx

… rliest potential rate increase for this engagement would be effective July 1, 2027, and a request would need to be submitted to WET no later than May 1, 2027. III.B. Blende …

2027-05-01 · ogc-reconciliation-memo.docx

… , 2027, and a request would need to be submitted to WET no later than May 1, 2027. III.B. Blended Effective Rate Calculation To facilitate internal budgeting and the quart …

2027-02-09 · rate-schedule-and-budget.xlsx

… t | Matter No.: 1040-00001 | Budget Period: February 10, 2026 through February 9, 2027 (Year 1) | WET Annual Operating Budget (FY2025): $112.4M | Approved Budget: $350,000 NTE …

2026-06-30 · rate-schedule-and-budget.xlsx

… | $25,000 | $37,500 | Aug 20, 2026 | Pinnacle EPLI policy period ends June 30, 2026 Q2 | May 1 – Jul 31, 2026 | Litigation — Individual Claims | $25,000 | $31,250 | Aug 20, …

2026-05-20 · rate-schedule-and-budget.xlsx

… ce) Q1 | Feb 10 – Apr 30, 2026 | Advisory Phase | $18,750 | $25,000 | May 20, 2026 Q1 | Feb 10 – Apr 30, 2026 | Litigation — PERB Defense | $25,000 | $37,500 | May 20, 2026 …

2026-03-10 · conflicts-clearance-memorandum.docx

… nt Relations Act, 14 Del. C. § 4001 et seq. The PERB answer is due on March 10, 2026, establishing a near-term filing deadline for the engagement team. Workstream 2 — Multi-S …

2026-03-10 · email-anand-desai-to-calloway-20260215.eml

… We are keenly aware of the urgency here. With the PERB answer due on March 10, 2026 in Case No. PERB-2026-ULP-0041, we share the goal of executing the engagement letter no l …

2026-03-10 · email-calloway-to-anand-desai-20260210.eml

… unfair labor practice charge (Case No. PERB-2026-ULP-0041) is due on March 10, 2026—approximately four weeks from today. Given this timeline, it is important that we finaliz …

2026-03-10 · engagement-letter-wet-draft.docx

… q. We note that the PERB answer to the ULP charge is due on or before March 10, 2026, which is thirty (30) calendar days from the date of the charge, and we will prioritize t …

2026-03-10 · engagement-letter-wet-redline.docx

… q. We note that the PERB answer to the ULP charge is due on or before March 10, 2026, which is thirty (30) calendar days from the date of the charge, and we will prioritize t …

2026-03-10 · scope-of-representation-memo.docx

… is a critical concern. WET's answer to the PERB ULP charge is due on March 10, 2026, which is thirty (30) days from the February 3, 2026 filing date. If the engagement lette …

2026-03-10 · new-matter-intake-form.docx

… e was filed on February 3, 2026, and WET's answer is due on or before March 10, 2026, thirty (30) days after the date of filing. The charge arises under the Delaware Public S …

2026-03-10 · rate-schedule-and-budget.xlsx

… on of Educators, Local 1147 (Case No. PERB-2026-ULP-0041); answer due March 10, 2026; Delaware Public School Employment Relations Act, 14 Del. C. § 4001 et seq. | 210 | 315 | …

2026-02-21 · email-anand-desai-to-calloway-20260215.eml

… 1, we share the goal of executing the engagement letter no later than February 21, 2026 so that the team can begin substantive work without delay. I have reviewed the draft car …

2026-02-21 · email-calloway-to-anand-desai-20260210.eml

… to finalize and execute the engagement letter by our **target date of February 21, 2026**, well in advance of the March 10 PERB answer deadline. We are happy to schedule a call …

2026-02-21 · scope-of-representation-memo.docx

… and WET, which the parties have targeted for execution no later than February 21, 2026. WET operates a network of twelve public charter schools spanning three states — Delaware …

2026-02-21 · ogc-reconciliation-memo.docx

… eparation and is targeted for execution by both parties no later than February 21, 2026. WET's General Counsel, Priya Anand-Desai, Esq., provided the WET OGG v.4.2 to Joel Strau …

2026-02-18 · email-calloway-to-anand-desai-20260210.eml

… ions to the draft engagement letter and Data Protection Addendum by **February 18, 2026**. This timeline would permit the parties to finalize and execute the engagement letter b …

2026-02-18 · new-matter-intake-form.docx

… kstreams. Ms. Petrov prepared the OGC Reconciliation Memorandum dated February 18, 2026. 4.4 Working Associate James Underwood will serve as the working associate for this engag …

2026-02-18 · ogc-reconciliation-memo.docx

… Nadia Petrov, Lead Associate, Labor & Employment Practice Group DATE: February 18, 2026 RE: Reconciliation of Wyndmere Education Trust Outside Counsel Guidelines & Billing Polic …

2026-02-18 · rate-schedule-and-budget.xlsx

… Date: February 10, 2026 | Prepared by: Joel Strauss | Date Prepared: February 18, 2026 | Reference: WET Outside Counsel Guidelines & Billing Policies, v.4.2 (effective July 1, …

2026-02-14 · conflicts-clearance-memorandum.docx

… Office of the General Counsel — Conflicts & New Business Intake Date: February 14, 2026 To: Raymond Chu, Director of New Business Intake Miriam Calloway, Partner, Healthcare & L …

2026-02-14 · ethical-screen-memorandum.docx

… Sylvia Marchetti, Conflicts Counsel, Calderwood & Harkness LLP DATE: February 14, 2026 RE: Implementation of Formal Ethical Screen — Thornfield Academy of Sciences, Inc. / Wynd …

2026-02-14 · email-marchetti-to-calloway-20260214.eml

… Memorandum — Wyndmere Education Trust (Matter No. 1040-00001), dated February 14, 2026 2. Ethical Screen Memorandum — Thornfield Academy of Sciences / Wyndmere Education Trust, …

2026-02-14 · ogc-reconciliation-memo.docx

… Anand-Desai conducted by telephone and email between February 11 and February 14, 2026, the following negotiated rates have been agreed upon for the WET engagement: All negotia …

2026-02-12 · conflicts-clearance-memorandum.docx

… ed on February 10, 2026, and supplemented with additional searches on February 12, 2026, as new parties and affiliations were identified during the intake process. All names wer …

2026-02-12 · scope-of-representation-memo.docx

… Responsible Partner, Healthcare & Life Sciences Practice Group DATE: February 12, 2026 RE: Scope of Representation — Wyndmere Education Trust Faculty Restructuring Matters Matt …

2026-02-10 · conflicts-clearance-memorandum.docx

… public charter schools across three states. The matter was opened on February 10, 2026, and the proposed engagement involves employment-law advisory and litigation representati …

2026-02-10 · ethical-screen-memorandum.docx

… 0001 and client number C-88214. The engagement was formally opened on February 10, 2026. Miriam Calloway, Partner, Healthcare & Life Sciences Practice Group, serves as the Respo …

2026-02-10 · email-calloway-to-anand-desai-20260210.eml

… iting to confirm that the firm has formally opened this matter today, February 10, 2026, and assigned it matter number 1040-00001 under client number C-88214. I would like to i …

2026-02-10 · email-marchetti-to-calloway-20260214.eml

… Boulevard, Suite 300, Wilmington, DE 19801. The matter was opened on February 10, 2026, under Matter No. 1040-00001 / Client No. C-88214. **The matter is cleared to proceed fr …

2026-02-10 · data-protection-addendum.docx

… DATA PROTECTION ADDENDUM Exhibit A to Engagement Letter dated February 10, 2026 PARTIES: This Data Protection Addendum (this "Addendum") is entered into as of February 1 …

2026-02-10 · engagement-letter-wet-draft.docx

… (215) 940-7000 | Facsimile: (215) 940-7001 www.calderwoodharkness.com February 10, 2026 VIA EMAIL AND FIRST CLASS MAIL Priya Anand-Desai, Esq. General Counsel Wyndmere Education …

2026-02-10 · engagement-letter-wet-redline.docx

… (215) 940-7000 | Facsimile: (215) 940-7001 www.calderwoodharkness.com February 10, 2026 VIA EMAIL AND FIRST CLASS MAIL Priya Anand-Desai, Esq. General Counsel Wyndmere Education …

2026-02-10 · scope-of-representation-memo.docx

… ination and related claims. The C&H engagement was formally opened on February 10, 2026. This memorandum is prepared to accomplish the following objectives: (a) Recommend a clea …

2026-02-10 · new-matter-intake-form.docx

… her charges associated with this engagement. The matter was opened on February 10, 2026, upon receipt of the initial engagement request from the client's General Counsel. As of …

2026-02-10 · ogc-reconciliation-memo.docx

… e engagement was formally opened in C&H's matter management system on February 10, 2026. The draft engagement letter is currently under preparation and is targeted for execution …

2026-02-10 · rate-schedule-and-budget.xlsx

2026-02-07 · ogc-reconciliation-memo.docx

… riya Anand-Desai, Esq., provided the WET OGG v.4.2 to Joel Strauss on February 7, 2026, and has expressly required that the engagement letter either incorporate or conform to t …

2026-02-03 · conflicts-clearance-memorandum.docx

… Board ("PERB"), Case No. PERB-2026-ULP-0041. The charge was filed on February 3, 2026, and alleges that WET failed to bargain in good faith over the impact of its faculty rest …