All matters with Anderson, Givens & Fredericks · CMG's outside counsel · in one workspace. Lien filings, fines defense, ARC denials under appeal, decedent / probate, fair-housing accommodations, vendor disputes, and DBPR responses. Privileged — strictly limited access.
| Association | Active matters | YTD legal fees | Budget vs actual | Notes |
|---|---|---|---|---|
| Plaza Tower | 9 | $8,820 | +12% vs '25 | Foreclosure + slip-and-fall driving |
| Magnolia Grove | 3 | $3,840 | +22% vs '25 | Caldwell foreclosure dominant |
| Centerville Square | 2 | $1,820 | flat | Owens lien · routine |
| Lakes at Killearn | 2 | $1,240 | −8% | Routine NOLAs only |
| Oak Pointe Villas | 1 | $640 | +4% | Probate matter |
| + 7 with active matters | 5 | $6,440 | varies | Routine |
Lien tracker · VRC hearings · DBPR defense · slip-and-fall · service-animal · tip-line investigation all auto-create AGF matters when threshold crossed. No manager-discretion gap.
Communications between AGF and CMG marked attorney-client privileged. Excluded from §718.111(12) records-request bundles unless privilege waived. AGF's case files in their own DMS · we mirror metadata only.
Per-matter time entries from AGF. Per-association rollup feeds Portfolio P&L Legal line + Founder Dashboard. Boards see their association's legal spend in plain numbers.
Foreclosure answer dates, lien recording, NOI deadlines, FHA-RA decisions all integrate with system timers. Day-7 manager nudge, day-12 escalation to AGF lead.
Closed matters tagged with disposition (paid · plan · written off · settlement · judgment · dismissed). Trend dashboard for boards, & for AGF strategy review at year-end.
AGF screens conflicts before opening matters. CMG-managed-but-not-board-aligned situations (e.g., management contract dispute) flag automatically and get outside-of-AGF counsel.
K. Givens (litigation · foreclosure · DBPR), J. Anderson (transactional · estoppel · transitions), L. Fredericks (collections · FHA · HR-adjacent).
$185/hr partner, $110/hr associate · ~25% off market for FL condo work. Volume justifies the rate.
AGF doesn't represent owners directly against the associations CMG manages. Owner-side litigation goes elsewhere — written conflict policy reviewed annually.
Tizi + AGF partners meet quarterly. Trend review · process improvement · regulatory updates. Last meeting Mar 14 · next Jun 12.
If a tip-line investigation involves AGF or CMG leadership, Whitestone PLLC (3-year-engaged outside firm) takes over. Independence preserved.
For tort matters (slip-and-fall · property damage), AGF coordinates with Sterling-placed carriers. Defense counsel sometimes carrier-appointed; AGF stays association-side.
Property management without integrated legal counsel is dangerous. We don't pretend to be lawyers — but we do pretend to be a competent client. AGF's case work is most effective when it integrates with the underlying management workflow rather than living in a parallel email thread. This module is that integration.
FL §90.502 attorney-client privilege · §718.116 lien · §718.303 fines · §720.305 HOA fines · FL §731 probate · Fair Housing Act 42 U.S.C. §3604.
