@Mark Maniora Please set up the following automation. Personal Injury LSA - ACTS - Shield Legal Trigger status Case Review - Phone Transfer cgelpieryn@actslaw.com dabir@actslaw.com iakopyan@actslaw.com
Please let me know when this has been tested and is ready.
its tested, adding firm emails and sending them a test too now.
these still need to go to the shield Alerts email address too right?
@Tony final test was good and its ready. Only thing is Anthony mentioned that a retainer was going to be added? If it is supposed to be, it has not been added yet.
We do not have a retainer yet. When we get it we will have to add it.
what is the distribution list for Other LSA - ACTS?
@Mark Maniora cgelpieryn@actslaw.com dabir@actslaw.com iakopyan@actslaw.com
this is a reminder to check on case status needed for Other LSA - ACTS.
is Irene's email iakopyan@actslaw.com?
Morning Tony. I changed the automation for Medical Malpractice LSA to case review - phone transfer and case review - email transfer.
it's gotta be a LawRuler issue, I don't see anything
also, Lawruler support is in there messing around with things now.
They are all Flatirons cases and the activity log shows that automation emails were sent to the firm after finalizing on all 5 of these cases.
• Samuel, Sarmiento - 1/18 @ 7:44pm • White, Ralo Jr. - 1/18 @ 3:02pm • Tai, Jessica - 1/18 @ 10:38am • Sosa, Alexis - 1/16 @3:17pm • Gutierrez, Cesar - 1/4 @ 8:48am
@Mark Maniora For the Asbestos - BG - Larry Jones campaign Please add to the automation masstortintake@baileyglasser.com and removed jbecker
@Tony I checked these leads and there are no connections to anything AFFF in Leadspedia.
@Mark Maniora Please set up the DL Flatiron AFFF automation.
Hi @Tony, I will get to it today for sure. I've gotta start manually pushing a lot of leads first since LawRuler was down
@Tony can you please confirm a few leads have posted to LawRuler for me? need to make sure they are successful
awesome. I see them too. Cameron wanted me to ask you to check on a few. I am going to start sending a bunch more
@Tony DL Flatiron AFFF automation is ready
Babin Law Human Trafficking Questionnaire attached for intake Retainer attached Qualifying hotel list attached Criteria below, PLEASE ensure this is CLEARLY understood Distribution via API (@Mike and team working on it) We will also send via email (TBD) please add Shield distro
does this mean the automation should only be set up as "Case Review - Email Transfer?" @Tony
If there is a signed retainer- It will be under signed e-sign final
ok yeah I get it. He didn't mean "email transfer" he meant the email that we usually send for the Esign
@Tony I added the new emails friday, but need to remove Meryl's today. Do you know Meryl's email or last name?
@Mark Maniora For this campaign Human Trafficking - Van - HRSC Please update the automation to include on van law firm emails and alerts@shield
am I missing something? The emails look good to me
@Mark Maniora Here are the instructions The only email should be masstorts@vanlawfirm.com
omg, thanks a lot. I completely missed that update.
@Mark Maniora Please set up the following automation Birth Injury - ACTS - SIL - ACTS email distribution bbrusavich@actslaw.com, drochen@actslaw.com, cgelpieryn@actslaw.com, dabir@actslaw.com, iakopyan@actslaw.com, eascencio@actslaw.com, mescalona@actslaw.com alerts@shield-legal.com
@Tony a "new lead text" automation already exists in lawruler. Is this the same kind of automation we talked about creating yesterday?
It has to be a second one just to send to connex only
Can you make sure the crump navy federal credit also has signed e-sign final as a triggering automation to send to the crump team
yep thank you. Brittany just told me too and I updated it
Sorry, it looks like they changed there minds. Danny is the boss.
I am not sure what all the emails are? Also, I am removing Schyler from any abuse cases and making sure Bruce and Alex are on them?
@Tony Are you able to reset my password for Vici? I was login 899.