Tony (tony@shield-legal.com)
2024-01-03 18:02:39

@Mark Maniora Please update

👍:skin_tone_2: Mark Maniora
Mark Maniora (markmaniora@shield-legal.com)
2024-01-04 11:15:36

@Tony sorry about that, its done.

Tony (tony@shield-legal.com)
2024-01-04 16:53:26

@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

Mark Maniora (markmaniora@shield-legal.com)
2024-01-04 16:54:02

okay I'll get working on it

Tony (tony@shield-legal.com)
2024-01-05 11:54:51

Please let me know when this has been tested and is ready.

Mark Maniora (markmaniora@shield-legal.com)
2024-01-05 11:55:33

its tested, adding firm emails and sending them a test too now.

Tony (tony@shield-legal.com)
2024-01-05 11:56:27

Ok, thanks

Mark Maniora (markmaniora@shield-legal.com)
2024-01-05 11:56:32

these still need to go to the shield Alerts email address too right?

Tony (tony@shield-legal.com)
2024-01-05 11:58:09

yes

Mark Maniora (markmaniora@shield-legal.com)
2024-01-05 12:03:27

@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.

Tony (tony@shield-legal.com)
2024-01-05 12:20:26

We do not have a retainer yet. When we get it we will have to add it.

👍:skin_tone_2: Mark Maniora
Mark Maniora (markmaniora@shield-legal.com)
2024-01-09 13:36:11

what is the distribution list for Other LSA - ACTS?

Tony (tony@shield-legal.com)
2024-01-09 13:37:27

Let me ask.

Mark Maniora (markmaniora@shield-legal.com)
2024-01-09 14:27:26

thank you

Mark Maniora (markmaniora@shield-legal.com)
2024-01-09 15:21:54

this is a reminder to check on case status needed for Other LSA - ACTS.

Tony (tony@shield-legal.com)
2024-01-10 14:20:48

@Mark Maniora

Mark Maniora (markmaniora@shield-legal.com)
2024-01-10 15:16:05

is Irene's email iakopyan@actslaw.com?

Tony (tony@shield-legal.com)
2024-01-10 15:20:23

yes

Mark Maniora (markmaniora@shield-legal.com)
2024-01-11 09:40:52

Morning Tony. I changed the automation for Medical Malpractice LSA to case review - phone transfer and case review - email transfer.

Tony (tony@shield-legal.com)
2024-01-11 10:05:52

thanks

Tony (tony@shield-legal.com)
2024-01-16 10:44:33
Tony (tony@shield-legal.com)
2024-01-16 11:18:40
Tony (tony@shield-legal.com)
2024-01-19 14:07:18

@Mark Maniora

Mark Maniora (markmaniora@shield-legal.com)
2024-01-19 14:12:25

adding it, thanks

Mark Maniora (markmaniora@shield-legal.com)
2024-01-24 11:02:23

it's gotta be a LawRuler issue, I don't see anything

Mark Maniora (markmaniora@shield-legal.com)
2024-01-24 11:02:28

everything looks okay too

Mark Maniora (markmaniora@shield-legal.com)
2024-01-24 11:02:58

also, Lawruler support is in there messing around with things now.

Tony (tony@shield-legal.com)
2024-01-24 11:03:52

thanks

Tony (tony@shield-legal.com)
2024-01-29 13:16:49

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 (markmaniora@shield-legal.com)
2024-01-29 13:17:22

ok cool I will take a look now

Tony (tony@shield-legal.com)
2024-01-29 13:18:03
Tony (tony@shield-legal.com)
2024-01-29 14:53:20

@Mark Maniora For the Asbestos - BG - Larry Jones campaign Please add to the automation masstortintake@baileyglasser.com and removed jbecker

Mark Maniora (markmaniora@shield-legal.com)
2024-01-29 14:54:25

ok i will now

Tony (tony@shield-legal.com)
2024-02-01 11:09:16

Lead # 388272

Tony (tony@shield-legal.com)
2024-02-01 11:10:07
Tony (tony@shield-legal.com)
2024-02-01 11:10:36

387534

Mark Maniora (markmaniora@shield-legal.com)
2024-02-01 12:59:27

@Tony I checked these leads and there are no connections to anything AFFF in Leadspedia.

Tony (tony@shield-legal.com)
2024-02-06 12:07:38

@Mark Maniora Please set up the DL Flatiron AFFF automation.

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:08:13

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

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:16:07

@Tony can you please confirm a few leads have posted to LawRuler for me? need to make sure they are successful

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:16:08

XJ74REQA

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:16:19

2EYN90PV

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:16:27

YTFJ91O6

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:18:32

YTFJ91O6 = James Patterson

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:18:47

2EYN90PV = Mark Matz

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:19:06

XJ74REQA = Redia Robinson

Tony (tony@shield-legal.com)
2024-02-06 12:23:08

All 3 are in there

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:23:41

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

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 12:23:44

thank you

Mark Maniora (markmaniora@shield-legal.com)
2024-02-06 13:43:47

@Tony DL Flatiron AFFF automation is ready

Tony (tony@shield-legal.com)
2024-02-06 14:49:01

Thanks

Mark Maniora (markmaniora@shield-legal.com)
2024-02-07 11:26:53

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

Mark Maniora (markmaniora@shield-legal.com)
2024-02-07 11:27:23

does this mean the automation should only be set up as "Case Review - Email Transfer?" @Tony

Tony (tony@shield-legal.com)
2024-02-07 12:07:38

If there is a signed retainer- It will be under signed e-sign final

Mark Maniora (markmaniora@shield-legal.com)
2024-02-07 12:09:31

ok yeah I get it. He didn't mean "email transfer" he meant the email that we usually send for the Esign

Mark Maniora (markmaniora@shield-legal.com)
2024-02-07 12:09:34

cool thanks

Tony (tony@shield-legal.com)
2024-02-20 10:56:45
Tony (tony@shield-legal.com)
2024-02-20 10:57:01

Human Trafficking Babin Law

Tony (tony@shield-legal.com)
2024-02-21 08:59:25
Mark Maniora (markmaniora@shield-legal.com)
2024-02-21 09:30:49

ok I will update it, thanks

Mark Maniora (markmaniora@shield-legal.com)
2024-02-21 09:58:42

done

Tony (tony@shield-legal.com)
2024-03-01 16:48:35

Please update for the ACTS inbound for these .

Mark Maniora (markmaniora@shield-legal.com)
2024-03-01 16:49:14

On it

Mark Maniora (markmaniora@shield-legal.com)
2024-03-04 12:55:17

@Tony I added the new emails friday, but need to remove Meryl's today. Do you know Meryl's email or last name?

Tony (tony@shield-legal.com)
2024-03-04 13:08:20
Mark Maniora (markmaniora@shield-legal.com)
2024-03-04 13:10:58

thank you

Tony (tony@shield-legal.com)
2024-03-06 17:33:19

@Mark Maniora For this campaign Human Trafficking - Van - HRSC Please update the automation to include on van law firm emails and alerts@shield

👍:skin_tone_2: Mark Maniora
Mark Maniora (markmaniora@shield-legal.com)
2024-03-06 18:30:08

am I missing something? The emails look good to me

Tony (tony@shield-legal.com)
2024-03-07 09:04:18

@Mark Maniora Here are the instructions The only email should be masstorts@vanlawfirm.com

Mark Maniora (markmaniora@shield-legal.com)
2024-03-07 09:47:47

omg, thanks a lot. I completely missed that update.

Mark Maniora (markmaniora@shield-legal.com)
2024-03-07 09:47:50

I updated the automations

Tony (tony@shield-legal.com)
2024-03-12 13:32:49

@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

Mark Maniora (markmaniora@shield-legal.com)
2024-03-12 13:35:11

ok @Tony I am on it

Tony (tony@shield-legal.com)
2024-03-12 14:43:52

Please let me know when this is tested and ready

Mark Maniora (markmaniora@shield-legal.com)
2024-03-12 14:44:51

ok cool, testing it now

Mark Maniora (markmaniora@shield-legal.com)
2024-03-12 15:06:10

@Tony it's ready to go

Tony (tony@shield-legal.com)
2024-03-12 15:41:03

thanks

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 14:30:50

@Tony a "new lead text" automation already exists in lawruler. Is this the same kind of automation we talked about creating yesterday?

Tony (tony@shield-legal.com)
2024-03-22 15:07:41

It has to be a second one just to send to connex only

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 15:27:50

cool. Working on it with Adam now

Tony (tony@shield-legal.com)
2024-03-22 17:15:44

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

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 17:22:32

yes checking now

Tony (tony@shield-legal.com)
2024-03-28 11:04:09
Mark Maniora (markmaniora@shield-legal.com)
2024-03-28 11:04:49

ok got it, thank you

Tony (tony@shield-legal.com)
2024-04-01 13:19:43
Mark Maniora (markmaniora@shield-legal.com)
2024-04-01 13:20:35

yep thank you. Brittany just told me too and I updated it

Tony (tony@shield-legal.com)
2024-04-10 10:32:11
Mark Maniora (markmaniora@shield-legal.com)
2024-04-10 10:34:26

Ok thank you

Tony (tony@shield-legal.com)
2024-04-10 11:43:50

Sorry, it looks like they changed there minds. Danny is the boss.

Mark Maniora (markmaniora@shield-legal.com)
2024-04-10 11:47:52

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?

Mark Maniora (markmaniora@shield-legal.com)
2024-05-16 11:54:13

@Tony Are you able to reset my password for Vici? I was login 899.