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tbh I don't think we even need the call.. all we need them to do is verify they got our lead in their production system.. they're from brazil and apparently yesterday was a holiday for them. I was really hoping they'd reply by email before the call

Mike (mike@shield-legal.com)

2024-01-09 10:37:46

either way, I don't think we need you guys on the call.. I just added everyone when I sent invites just in case you wanted to join

deleted-U04KC9L4HRB

2024-01-09 10:44:54

Ok, I’ll hop on and listen. But won’t get involved unless needed.

Mike (mike@shield-legal.com)

2024-01-09 10:45:37

it's literally going to be like "did you get our lead in your production system?" ... "yes" ... "ok thanks have a nice day" lol

deleted-U04KC9L4HRB

2024-01-09 10:53:03

😂 that sounds like the best meeting ever

deleted-U04KC9L4HRB

2024-01-09 12:49:55

Cam is here today and tomorrow. I know he is going to ask me about the current status of our API backlog. Can you give me a quick list of priorities going forward?

Mike (mike@shield-legal.com)

2024-01-09 12:54:11

still working on it. I'll get it to you by eod

deleted-U04KC9L4HRB

2024-01-09 13:12:58

You the man..ty

Mike (mike@shield-legal.com)

2024-01-09 13:35:59

hey.. what was the vertical/case type for the acts integration we had a call about last week?

Mike (mike@shield-legal.com)

2024-01-09 13:36:33

I don't have the call in fireflies so I can't look it up. I think it's because your bot got their first lol

Mike (mike@shield-legal.com)

2024-01-09 13:38:44

oh wait I found the call in fireflies.. I think it automatically shared it with me from your account. neat!

Mike (mike@shield-legal.com)

2024-01-09 13:56:29

is this correct? "Abuse - ACTS - Flat Irons"

deleted-U04KC9L4HRB

2024-01-09 14:08:27

Yes that should be correct

🙏:skin_tone_2: Mike

Mike (mike@shield-legal.com)

2024-01-09 14:09:41

do you guys have anything on your radar that we need to get on our radar?

deleted-U04KC9L4HRB

2024-01-09 14:10:03

Not that you shouldn’t already be aware of

Mike (mike@shield-legal.com)

2024-01-09 14:10:16

these are in monday, but I'm not sure if we still need them • Firefighting Foam - Riley Jackson - Shield Legal • Firefighting Foam - Laba/Forman - ELG/Ameen - Shield Legal

deleted-U04KC9L4HRB

2024-01-09 14:10:42

We need to get the Acts Flatirons stuff done. And I know Cameron asked you to connect on a new integration the other day

Mike (mike@shield-legal.com)

2024-01-09 14:10:54

yep, I got all that

Mike (mike@shield-legal.com)

2024-01-09 14:10:54

deleted-U04KC9L4HRB

2024-01-09 14:10:58

I have no idea on the AFFF

Mike (mike@shield-legal.com)

2024-01-09 14:11:39

ok no worries. I'm going to email the list to everyone when I get it done, so they can weigh in on it as well

deleted-U04KC9L4HRB

2024-01-09 14:11:42

We are also going to have to get the Ben Crump/Torticity integration done once we have the workflow figured out

deleted-U04KC9L4HRB

2024-01-09 14:11:52

Thats for the auto accident cases

Mike (mike@shield-legal.com)

2024-01-09 14:12:08

gotcha

Mike (mike@shield-legal.com)

2024-01-12 12:59:09

Hey bud. do you have a sec to jump on a huddle with dwight and me?

Mike (mike@shield-legal.com)

2024-01-12 12:59:16

just have a quick question

deleted-U04KC9L4HRB

2024-01-12 13:05:24

Shoot

Mike (mike@shield-legal.com)

2024-01-12 13:07:25

I've created a new test lead, and I believe I've done everything, but it's still only attaching the questionnaire and the csv file... what do I have to do in LR to make it generate and attach the retainer pdf?

deleted-U04KC9L4HRB

2024-01-12 13:07:55

Ohh…I see your problem

deleted-U04KC9L4HRB

2024-01-12 13:08:10

You have to send it out for signature first

deleted-U04KC9L4HRB

2024-01-12 13:09:08

So just go to documents, then click on esign button, the click sign now. Complete the process and your good to go

Mike (mike@shield-legal.com)

2024-01-12 13:10:02

awesome! thank you very much!

Mike (mike@shield-legal.com)

2024-01-12 13:16:19

got it to work! thanks again bud

🙌 deleted-U04KC9L4HRB

Mike (mike@shield-legal.com)

2024-01-17 10:58:53

I accidentally added you to a task in monday, but I removed you.. if you get an email or notification that's what it was

👍 deleted-U04KC9L4HRB

deleted-U04KC9L4HRB

2024-02-12 17:45:31

Can you please create an email address for jasmine@tortintakeprofessionals.com. Ty

Mike (mike@shield-legal.com)

2024-02-13 11:29:22

hey what's jasmine's last name and title?

deleted-U04KC9L4HRB

2024-02-13 11:29:53

Morning Mike…I was just about to ping you… 😁

deleted-U04KC9L4HRB

2024-02-13 11:30:15

Last name…Taylor

deleted-U04KC9L4HRB

2024-02-13 11:30:26

Title: Medical Records Specialist

deleted-U04KC9L4HRB

2024-02-13 11:30:59

I know we have at least one other Jasmine in the office

Mike (mike@shield-legal.com)

2024-02-13 11:31:19

tyvm! anything else she needs access to?

deleted-U04KC9L4HRB

2024-02-13 11:31:23

so not sure if you can use just her first name

deleted-U04KC9L4HRB

2024-02-13 11:31:37

or if the other jasmine already has an email address

Mike (mike@shield-legal.com)

2024-02-13 11:31:42

it says jasmine@tip is available

👍 deleted-U04KC9L4HRB

deleted-U04KC9L4HRB

2024-02-13 11:32:03

She needs slack

Mike (mike@shield-legal.com)

2024-02-13 11:32:45

one sec my audio is fucked up

Mike (mike@shield-legal.com)

2024-02-13 11:38:15

jasmine@tortintakeprofessionals.com Fy<VMHVameJZ2mR=

deleted-U04KC9L4HRB

2024-02-13 16:14:06

Cam is in the office today so I walked over and talked to him about the Intuit situation. You do not need to follow up with them (per his email). Brianna already let them know what was going on.

Mike (mike@shield-legal.com)

2024-02-13 16:14:43

awesome. I appreciate it

deleted-U04KC9L4HRB

2024-02-19 16:26:46

@Mike Please create TIP email addresses for the following new employees on my team. TY Alexander Mata-Recinos Bruce Fox Laura Versosa Vikki Alejandre Kerri Ware LaQuian Brown Kyle Coe Courtney Davenport Carlos Tucker Simret Amanuel

Mike (mike@shield-legal.com)

2024-02-19 16:29:39

I'll cut you some slack and not force you to create a ticket for each of those, but I do at least need one ticket please sir -- https://help.shield-legal.com/support/tickets/new?ticket_form=accounts_%3E_misc.

deleted-U04KC9L4HRB

2024-02-19 16:39:09

Done

deleted-U04KC9L4HRB

2024-02-19 16:40:23

Sorry…also I like what you have done with the ticketing system

deleted-U04KC9L4HRB

2024-02-19 16:40:33

hopefully I gave you everything you need

Mike (mike@shield-legal.com)

2024-02-19 16:41:19

I had really high hopes for this help desk, but I'm going to have to find another solution 😕

deleted-U04KC9L4HRB

2024-02-19 16:41:44

How come? I just finally bookmarked it.

deleted-U04KC9L4HRB

2024-02-19 16:42:01

that was my biggest issue.

deleted-U04KC9L4HRB

2024-02-19 16:42:06

i never bookmarked it

Mike (mike@shield-legal.com)

2024-02-19 16:43:21

several reasons.. I put a lot of time and work into it, and one day everything just broke. it's expensive asf bc the one main feature we needed was only in the "pro" plan.. and it turns out that one main feature is absolute shit in terms of implementation and management

Mike (mike@shield-legal.com)

2024-02-19 16:44:19

I know I have you guys bouncing from system to system, and I'm truly sorry for that. I really thought I had found the right solution this time

Mike (mike@shield-legal.com)

2024-02-19 17:00:44

when are these people starting?

deleted-U04KC9L4HRB

2024-02-19 17:02:13

They started today

deleted-U04KC9L4HRB

2024-02-19 17:02:23

But are in training for a couple days

Mike (mike@shield-legal.com)

2024-02-19 17:04:29

lol well damn. I'll get them setup before I call it a day today. if possible, a heads up would be much appreciated

deleted-U04KC9L4HRB

2024-02-19 17:08:16

sorry bud…normally I would. I’m scrambling just to keep up around here.

Mike (mike@shield-legal.com)

2024-02-19 17:08:47

I feel that deeply man. I'll get you taken care of

deleted-U04KC9L4HRB

2024-02-23 16:40:14

@Mike do we have an API for Babins Human Traffic?

Mike (mike@shield-legal.com)

2024-02-26 13:06:58

Hey bud. Sorry, I had a family emergency last week, and today I had to take my kid to the doctor bc he has strep throat. when it rains it fuckin pours man.

The Babin integration is on our board and Dwight is working on it today

👍 deleted-U04KC9L4HRB

Mike (mike@shield-legal.com)

2024-02-26 13:09:29

**we started the data gathering process on babin last week

Mike (mike@shield-legal.com)

2024-03-05 14:28:37

Hey I'm not going to be able to make the demo call.. would you mind asking them to let my fireflies bot in the meeting please?

Mike (mike@shield-legal.com)

2024-03-05 14:32:41

Thank you very much. btw I upgraded my fireflies plan so it records videos now. I fuckin love that app lol

deleted-U04KC9L4HRB