Did you start the Fivetran trial? If not, that is probably a good thing because I have been focused on trying to get things setup with ADP. However, we can start it Monday and I can play around before our meeting. I intend to watch some videos and read their documentation over the weekend to get me familiar
AWS is making me register and is asking for a credit card for my account
Did everyone else have to do this?
Might have to remake my account not sure
Hey feel like death today. Might need you to record the Bytecode meeting for me to watch later. Was up all night hacking and need to rest
Let's push it, your sick and I have crump team all day and I want to be in my focus mode for that meeting.
Do you want a login to Harvest to setup a prebuilt connector to my BLX in FiveTran?
Just to get some data over quick, and finish account setup like adding users, etc.
Any luck getting that tip generate financial log python 3.11 lambda to run at 12:05 PM Pacific time each each day?
We need to have it run at 8:15AM and 3:05PM too.
So that would be at 4 AM, 8:15 AM, 12:05 PM, and 3:05 PM each day.
But I’m glad to ask Quint to do it, since he could probably knock it out and a couple minutes
And for the byte code session today, I’m gonna start with having them show us a simple, standard connector for Harvest, and then let them show you how to call a nonstandard connector and get the Google function call done, plus make sure we all have users in five Tran with correct permissions
If he can do it then have him do it
I never got into the account so we have to go through all the hoops, get familiar, then make the change so just have him do it for now
We can deal with me getting in later this week
So that way I can help in the future
This week I really need to get into fivetran and dbt and get building
Also do you know the issues Cameron has with the dashboards? Is it mainly aesthetics or functionality?
Aesthetics and visuals, but he has mentioned this to me three times, so I am trying to meet with him and let him know the data pipes and database / warehouse have to the focus, not creating new dashboards on old data, thus slowing us down. Once we have all our data, we can do more "user input" to get his vision or at least some Alpha dashboards to get their input on the "yay or nay".
are you waiting for the meeting to start too?
No, see inbox, Michael is ill, pushing to Thursday.
Cameron joining my AI project meeting late, will buzz you after. :-)
just slack me when you're ready
I do have to be on my call at 1pm with ADP fyi
ok and I am already working on stuff for the ADP call. Lets just talk after I am done with that
I will send you a message once I am free
Hey I haven't had anything to eat yet. Are you good to meet after I grab something? Say around 2:30-3pm?
Excuse my no-show, I got tied up until late in the evening.
So yea, ask them to record it tomorrow, I do not want to delay us any longer but I'll be on the go from 8AM PT to prbably 1PM PT
we can ask to do it later around 2/3pm
lets do it tomorrow and record it, just get them to show us those 3 things minimum and let you get what you need to get rolling. All good.
I will ask for 1:30/2pm and you just can hop in late and then watch the record of the beginning.
I can tune in via backseat of car probably by that time if not bacl to my lodging
If you can make it that would be great just to add any other questions you might have or concerns
@Ryan let's set some time on Monday to discuss bytecode meeting. Setting up trainings on Fivetran/dbt for next week but Dillon was asking about a request from you on whitelabeling their services for a law firm as a new revenue stream. I didn't know what he was talking about so he will probably be reaching out to you too.
I think we need to align a little bit more on the bytecode interaction and we all should be in the next couple of meetings for the training. I am going to start building the custom connectors in Fivetran so we have our own data to work with in the training and help us with linking up/using dbt. Therefore we will also need to start the dbt trial/account, you haven't set this up yet correct? We will need to setup a "dbt Cloud " acccount not "core" per bytecodes recommendation (dbt Core savings not worth the headache).
Don’t worry about the option for white labeling, I’ll touch base with Dillon.
@Ryan ok that is fine. Dillon thought this meeting was to discuss that but since I was unaware of all the details we pivoted to align on the training sessions this coming week
I’m traveling back to SD Monday but can talk early or once I land we can discuss more
I do have the DBT account set up, I thought I shared the password with you guys.
going through Fivetran and dbt now
Trying to get things working with fivetran before our bytcode meeting today. Might need our meeting time to work on it.
That's fine, you are optional until we get to TIP transform tables design.
Hey sorry I’ve had some personal family stuff to handle. I will get with you on Monday. You can send me any questions, needs, etc and I will take a look over the weekend when I can. Sorry for being MIA.
Hope all is ok, I moved our meeting to get some Admin stuff done but if you can invite me, luke@shield-legal.com and brian@shield-legal.com to DBT and FIVETRAN that would be great.
Morning, @Ryan sent you, luke, and brian an invite to Fivetran. I made yourself and myself admins and luke/brian analysts. Should be able to edit but not mess with account info. For now I suggest we all just use that one analytics account for dbt. After fivetran pipelines are set up and we all need to be in dbt more we can pay for the team tier and each get an account.
I see that you canceled our meeting this morning. I was hoping to catch up with anything I missed. If you could shoot me a message with anything outstanding/meetings notes to catch me up I would appreciate it!
I got some help from Bytecode in regards to an issue I was having with Fivetran. I am going to test out their suggestions this morning. If things work I will start bringing in some data and test dbt on it before our meeting on Wednesday. Will keep you updated on progress. Also, making some progress on ADP and should be able to use a connector in Fivetran now that SSL certificate is working.
@Nicholas McFadden, I'll reschedule it, feeling a bit under the weather today.
Sorry let’s just chat tomorrow morning
Sounds like we both need to grind today anyway
Got Fivetran to sync data to BigQuery! Data came across not in the correct format but that is a manageable fix, big thing is getting the custom function to lawruler to work!
Are you using the "Case Id" field in LawRuler for anything?
Potential ADP replacement is called Paylocity
And it would be a custom Google Cloud Function py script to load this data as a pipeline. As so long as we force them to have a "Dialer ID & Name" field passed into everyone LawRuler billable lead, then we'd have the X-ref we need, but I'm sure you can think of other "data-mappings" that Paylocity should have if & when they switch.
Trying to run an errand and taking longer. Not gonna make the meeting
Im not coming in today. Pretty sick but I’ll log on for the training. What do you need for the dbt meeting?
Are you able and healthy enough to get something out of it? Having Mike show us how to configure 3 projects, organize them, Harvest tables simple DBT transform with a 2 table join, how to schedule, how to create snapshots and keep it simple?
I would just hate to miss it but you’re right we can record it
I got up this morning and feel down the stairs because my sinus and ears are so clogged l it put me into virtigo and I lost balance and fell. Honestly havent tried getting up again
Oh no, dude. Hope your ok! Mike Talluc canceled on us one session due to a migraine.
I can try to be logged on and can chime in if need be
Lets keep it so we can get it over with, record it.
I’m thinking we should reschedule, I’d rather have you sharing your screen driving in DBT and just use Michael’s guidance so that it’s really more hands-on training. I’ll spend more time just trying to get him access to everything so he could drive and share his screen, you aligned? @Nicholas McFadden
Feel like death so good with me
@Nicholas McFadden, you feeling better? Can you make the Admin meeting today?
Hey probably not I’m in and out of it. Trying to rest up. I have meetings tomorrow so trying to lay low one more day before I got to get jump back in
Rest up! We'll mess with dbt, make sure we have access and projects setup so that come tomorrow for ByteCode session, you can be the trainee.
Hey did you make that dashboard that is on the TV at the office?
The one that has all the that have gone from leadspedia to lawruler by campaign per day
What are you doing/how are you pulling that together now?
Let’s connect tomorrow for a little bit, I’ll show you
@Nicholas McFadden, please send me the DBT login for the TIP project. I know we switched to a login name of analytics@tortintakeprofessionals.com but need password.
@Nicholas McFadden, what login are you using, i did not work for that analytics@tortintakeprofessionals.com
That login is for SL only now. I'll have to create our 3rd project DBT account for you for the training next week.
When Cam says he wants to see "conversions" which of the statuses should I be pulling from that list ?
If you wanna pick all of the ones that are considered signed, E sign, let me forward you that cheat sheet
Any marked as Billable = "Yes" are the ones that go in reports. 🙂
Ok I was thinking it was anything labeled "billable" but wanted to make sure
Should I be including the last two statuses on that list?
Also, on the other fields like Secondary Interview and Case Review
again anything with billable correct?
Sorry this is in regards to TIP
Then yes, any of those with the column Billable marked as "Yes" works for all of TIP @Nicholas McFadden
Hey be there in 5 on a call with Cam and have to run to the restroom lol
Hey I shot you an email from a support ticket I have with Fivetran. I am not the admin of the account so I need you to click on the link to grant them access to work on our pipe
@Nicholas McFadden, I tried to giveyou access and no luck:
Whose Darrell? Just trying to figure out whose hire he is and what he’s doing, Cam has asked me to lean in more and get you and Mike unblocked for our projects.
I think he is an integrations guy?
lol, Shellie said he was a hire for you to help TIP. Cory called him Salesforce Integration Manager.
Not sure where that places him or what he is working on but Cam hasn’t told me
He is going to build out Salesforce to help us get off of law ruler
Hopefully, he helps you focus on the DiCello projects, so you can focus on the tip and sealed pipelines and BI tools
That’s not what it sounded like but idk
Sounded like he was in a silo to just build out Salesforce. It only helps me when we switch off of Law Ruler
Sounds like someone to help DiCello in Litify
Yes Litify is just built on top of Salesforce
So he’ll know how to handle 90%
Confirm with Cameron if this person is to work on DiCello lithify, along with a potential move to salesforce instead of Law Ruler for us, I’m not aware that’s in the cards right now
I am not sure the extent he plans to use him
I do know initially yes just focused on Litify for clients
But I would think if that goes well that’s a template for us to migrate to
Tbh it would be better to have him purely internal building out a CRM solution because we a stuck with Law Ruler and they want like $50k and a month or more to do anything it seems
True. Just trying to juggle and get our software platforms stable so we can build our darn BI dashes.
@Ryan hey do you have 5min for a quick call?
Tomorrow I do, sorry just saw this. You free around 1ish?
Oh ya just want your thoughts on some things
Going to make a project management process for project requests and approvals with integration with Slack since Cam uses it
So, I got Copper almost done and working with a sales team to switch would be a real hassle, Andy and Patsy were hard enough to get the buy in on how I setup Copper for downstream efficiency
I'll have Copper done and working soon with a band-aid in the new system, gotta run
No worries I was checking if we could swap
@Nicholas McFadden, separate from the LP to LR / CNX1 issue that BH resolved with the 10 second delay, what else do "we" need specifically from LR in the API for our data warehouse needs?
I got to meet CEO Dean with Cameron and Mike yesterday, so I want to ensure any Prof. Services we pay for features and functionality is really of value the the whole organization and not LR training issues at TIP.
@Nicholas McFadden, I need your updates on LR pipes and todays meeting is the new meeting we discussed, need you to make it or let me know time when you can make it?
@Nicholas McFadden, Tom is asking who sent you the Fivetran Connex One user and password
@Ryan sorry have to drop everything today to finish something for Dicello. Will have to miss meetings today.
@Nicholas McFadden, ok, invited you to the IKOC for Luke and Brian...
I’ll be on but might be 5min late
Great day, thanks for the teamwork in the meeting with LR. We'll see where they land. Noting he said $32K and I said $36K or something, so yes, $32K.
And just had a GREAT Data Engineering training session with Brian Hirst on TIP, LawRuler for our data warehouse. We have LawRuler Casetypes piped in for Nick's custom pipe, that data then gets linked to a application table that we'll use to have new Nick and team own to tell the new database and dashboards what the billable rates (acquisition rev, talk time rev, talk time flat rates, etc.) for sign-ups / docs sent / case reviews and any case type created in LawRuler.
We aren't ready yet in DBT to "create tables and their update states" but we'll get there soon.
Have to get something to Flatiron today for Cam. Still stuck need to work through until complete. If done, before I will attend our meeting today
Ok. What's your latest on LawRuler Statuses and LawRuler Users pipeline Cloud Functions?
is the "Cost" column on the dash coming from sum of edailyspend? and then "Cost per Contract" is that amount divided by the sum of esignedcontracts?
or should I be using edailyrevenue for anything?
edailyrevenue is the law firm customers cost, the edailyspend is internal only. So when it's client facing they see edailyrevenue
That summed up will equal their total "Order Amount"
ok thanks just realized that as I summed
Got 5 minutes for quick update @Nicholas McFadden?
Added you to that call, all of us can get in sync.
Can you create a Looker login for Shane?
Yes, so AWS, Looker, access to SL and TIP DataStudio, plus TIP BigQuery.
Hey, if we need the Leadspedia Contracts API pipeline created with Google Cloud Function, is that something you can knock out for me @Nicholas McFadden
Sorry I moved and having internet issues. Not great cell reception either. Trying to figure out today
@Nicholas McFadden , we need it ASAP for Shield Orders dashboard. Can I setup a user for you in Leadspedia and send documentation?
@Nicholas McFadden
Here you go below. Not sure if you need more endpoints (like Verticals or Offers) to scale the API branches to get all contracts, but attached is the UI export from the Advertisers > Contracts screen. This plus all fields / attributes for the contracts would be great. See sample schema below:
Login:
URL: leads.shield-legal.com Username: analytics@shield-legal.com Pwd: F3s"8p5~',-!._/PfxWTB**
API References: https://developer.leadspedia.com/docs/core-api/44bc245f1d79d-get-contracts-report
Final Table Schema
Table ldp_contracts_raw_append
{
ldp_contract_id integer
ldp_contract_name varchar
current_card_price float
ldp_advertiser_id integer
ldp_advertiser_name varchar
ldp_vertical_name varchar
ldp_contract_type varchar
ldp_credit_enabled varchar
ldp_credit_level float
ldp_credit varchar
ldp_mode varchar
ldp_status varchar
bi_inserted_on timestamp
}
Thanks will start working on it
Got the green light from Cam to use Googles AI platform
Nice work! Good. So lets just see where Lorenzo gets with at least our request just in case downstream.
I I was in lobby. But I’ll send email and ask for update via email
@Nicholas McFadden, good morning. What's the status on the leadspedia contract fivetran function?
FYI @Luke Fontaine
Going to test today will give you an update by EoD
@Ryan and @Luke Fontaine I got the pipeline setup in Fivetran going to the TIP project. Was having issues with permissions when trying to do it in the SL project. We can look at switching it tomorrow but initial sync has been completed to TIP BQ under "leadspediaallcontracts".
Also fixed an issue with the case types pipes
@Nicholas McFadden great. Yeah, can we get the Leadspedia pipe to SL project today?
And thanks for the call report and case types fix?
@Nicholas McFadden , any update on getting this into BigQuery for SL GCP?
I got Marc and Cam on Looker Enterprise, but having to fix 20 pages to be "exactly like they where in DataStudio" for Marc, LOL
Can we get an account for Brittany's team? They can just share one if need be
Aidan on their team has SQL experience so I am going to teach him how to connect to the DW and set up dashboards
Lead ID 441614 520656 522640 517200 437465 513863 524903 522398 512349 527432 524525 520481 526759 514613 527368 514354 522254 507398 425215 477572 509278 508876 517309 518762 515156 513698 510756 512764 473125 497746 517271 509263 507243 449339 503632 423761 464012 513998 519345 424070 520319 501956 522992 512639 520936 511833 519308 522168 454071 513616
Signe e-Sign CSP Review to Signed e-Sign RE-TRIGGERED today
Also please let me know before you book the flights to London. Got the green light from Cam to stay out there for some PTO and just have a later flight back.
@Ryan Shane quit... we will need to change credentials. He has given me periodic updates on the AWS project but will now need to take it on myself. Might get Ahsan on it from mikes team
Ok. I’ll add you and Ahsan to tomorrow meeting. Shame Shane.
This is a list of all the unique statuses in the TIP project under the financial logs. If I put a Y in the 3rd column that means it is a status I use in Flatirons. Should I be inlcuding the highlighted statuses too?
@Nicholas McFadden , looking for billable by tip and shield it’s all noted in the billable column in that sheet.
@Ryan lets make Ahsan his own creds for everything in case he leaves.
@Nicholas McFadden, have him setup a new GitHub corporate handle. I'll use his SL email for the rest.
I’m worried about him leaving. He was not happy about the prospect over taking Luke’s stuff and having to manage the slack channel updates from Cam
That’s why I want to start having good permission practices
He’s not gonna take that stuff and do it manually,, he wants to build it towards it fully automated and I told him that’s an amazing idea
I assumed he would be automating it but in the interim are you not going to want to start offloading some of that onto him or no?
FYI, Luke asked for a compensation increase as 1099 since he's been a novice data engineer for barely a few weeks. Then acted like a baby on the negotation with me and Shellie, then faked sick this AM with major duties and deadlines looming after he told me he would cover during my PTO today and Friday for my barely a vacation per year I take.
@Ryan Ahsan and I are on the GMeet. Are you able to join or should we postpone due to the Cam stuff?
I’m at DMV, I’ll be sure we are on for tomorrows routine
What’s his role? Can he help calculate and update TIP revenue and costs?
Ok. Who should know? I’ll make him do the daily stuff while Ahsan codes us out of it.
@Ryan make sure you are asking or at least including Brittany when requesting his time
Also, are you or Luke going to come to this meeting?
@Nicholas McFadden , i’m dropping my son off at the airport. Luke is doing this routine right now, and I don’t want to interrupt his routine, nor can I make him train you because he’s a contractor. So I will record me doing it this weekend from start to finishwith every element in it, and send to you in a song. If Ahsan has questions now, just have them reach out.
Confidentially, speaking, I’m working with Cameron to terminate him by the end of the month since he’s completely pulled the unprofessional renegotiation with us
Ok thanks for the heads up. Also, I think the last loomly you sent to Ahsan it didn't have any audio. Not sure how that product worked but when you are recording can you make sure it has audio explaining the steps or at least notes of the steps? He would like the context to each step.
So lets cancel this morning meeting and once you have the recording give him a day or two to review and then hop on a call for him to do it live with you one day.
We are working on the BCL API integration for Hair Relaxer but Desiree was saying for the other campaigns you are uploading data to their Smart Advocate system periodically. How are you doing this for them currently?
Only fire fighting foam was done by Mike, you can ask him which power automate is doing it
Hey, I'm going to miss the client integration meeting, just realized Brian and TIP team are not putting in Shield Order payments into Copper. JFC!!!
Summary of the Google Cloud call, lady was from Coventry, England.
damn line for the bathroom here
I’m at lunch. Let’s do it at 1pm
@Nicholas McFadden, here is the TIP AWS Database SQL that gets you the New Criteria (NC) leads since July 5th (whether sig
SELECT **
FROM public.financial_log
WHERE signed_date >= '2024-07-05'
AND lead_source LIKE 'Shield Legal%'
AND current_status LIKE 'Signed e-Sign%'
AND type_of_case LIKE '%Flatirons%'
AND (type_of_case LIKE '%Illinois Juv Hall Abuse%'
OR type_of_case LIKE '%Fire%')
ORDER BY signed_date ASC
It’s just all cases after this date?
be on shortly, this call with Cam is running a bit longer
How To Looker Project / Model / Views with LookML sql-esque scripting language
Looker External Client Group test user
url: https://shieldlegal.cloud.looker.com username: flatirons-dash@shield-legal.com password: Fl5t1r0nsGroup!!
https://shieldlegal.cloud.looker.com/boards/13 to the empty Board that contains one Dashboard (page), where each Dashboard can have multiple Explores / Looks (panes) added to them.
btw found the invite for the QBR
Great, I had pinged Idan and Cam in Lark to confirm
@Ryan working through integrations and having to setup Dicello automation. Need to focus on code, no other update
Hey, Cam wants me to lean more "in" to API team if you have to focus on the development of our GCP webhook tool. But IF we dump MPA, I did some ChatGPT research and it recommends this tool as a great parsing to webhook app, depending on how long you think it will take to create our own GCP solution, maybe this can be the "bridge solution"? Would love your estimate on the GCP solution timing and thoughts on this idea?
https://parseur.com/integration/
What is Zacks slack and email? Want to get him into doing the biz analyst maintenance so we can focus on dev of new BI stuff.
Here is Zekarias email zhaile@shield-legal.com
please include me on all requests because I have him working on some projects and want to make sure we are aligned on his workload
I will, and after our normal agenda, you, me and James can dicuss him, James and ensure we have all project gaps filled with keeping integrations priority.
we created custom report layouts for every active case type and are now piping the layout id list to lr_layouts in BQ. Using this as a mapping table to create a table per case type in BQ for each lead and its form Q&As.
@Nicholas McFadden, my bad. I got stuck doing new SQL for that call and just came up for air.
We'll discuss his role in the tech meeting first, sorry about that. My mistake.
Not many, just green rows on this tab: https://docs.google.com/spreadsheets/d/1ATW3W18G2fvg23jRtWFHx-9KnoMXUe1GFqplMxtYJ_c/edit?gid=1078424102#gid=1078424102
@Ryan We got lr-inbox completed, testing it on a schedule. If our testing is successful then you can begin using it for whatever else you need! We have been trying to do something similar for the Q&A's but not even that is working/improving the delivery time. I have come up with a strategy to use "Cloud Tasks" to schedule the custom report pulls by each function pulling the next layout to run and adding it to its own queue when it has completed. It won't be perfect but it should at least be able to get through the LR pulls eventually without hitting a concurrency issue. If it works it will be a pretty nifty solution if I do say so myself.
@Nicholas McFadden , excellent. I will review in depth tomorrow to make sure i understand the schema and get the raw into DBT.
@Ryan I am needing to get Camp Lejuene/Form 95 data. Cam mentioned you spent a bunch of hours on matching up some data. Do you know what I am referencing and if so could you send it to me or show me how to grab it?
I need to know Lead ID, First Name, Last Name, Phone, Email, SSN, Military Branch, Start Date of Service, End Date of Service, Is Deceased, Date of Birth, and if deceased who is plantiff and who is the rep.
The current database doesn’t have any of the customer questions, but I would have the lead ID the type of case, the agent their first name and last name
Hey do you want meet once I get out of the 4pm?
I sent the invite for you and me tomorrow. Got to get to dinner making for kid.
@Nicholas McFadden Happy Thanksgiving. Thankful for you, the work you have done and the teamwork to get the team and projects to this point. Have a great holiday!
@Ryan Happy Thanksgiving to you to brother! Thank you for that I really appreciate it! Same to you too, I really am thankful for your teamwork, insight, and mentorship. I’m excited to see where we can take this company together! Hope you have a great holiday and get a chance to relax!
Btw I got the Leadspedía code to pull all leads completed. Just trying to make it more performant. Are there any instances when old lead information is changed/updated ever? If not then we don’t have to pull everything every time and can just overwrite every 15min for each day, finalize at EoD, and then not have to go back. Leadspedua is way faster than LR but just trying to save us storage/compute costs
@Nicholas McFadden, hmmmmm....leads sell, if they fail, we "Cherry Pick" / Manual Sell Feature them, but that is only done once per day. Maybe on occasion, Cameron would adjust a lead price. So not updates as much as new leads, except for manuals. Have Mark Maninora show you his process in Leadspedia he does EVERY day with me.
Ok because we can have it pull and overwrite everything. Was able to pull ~395k leads for YTD in about 4min so if we have to do full appends/overwrites we could just seeing there is a better way. That being said should we overwrite or append? If we need to track the changes overtime to have an audit trail then maybe we have to append but it will cost us. Otherwise we can just overwrite each time.
Probably overwrite it, that way any broad changes he makes, we have the "current state of data" in LP.
so that would be another compelling reason for overwrite
Just worried if there is a dispute regarding a previous pricing adjustment and they want to go back to review vs what it is now, how would we conduct that audit?
We can build a DBT snapshot to track all changes for historical yeah?
I learned how to build them, just have to assign a column as a unique PK for DBT to create Snapshot tables
Yes and the BQ tables can provide a snapshot as well we just have to determine how many for how long etc
Ok let’s talk about this next week. I can get with Mark to ask some more clarifying questions. Then you and I can determine how to set the snapshots
Anything I can help with on the Flatirons dash?
I need you to have Dustin really focus on getting his integrations to have more validations of what sent and what’s failing, if there’s dupes, etc. That dashboard I expect for him to create is the point of this so that doesn’t all fall on him. He’s so good at coding, this should be stuff he can knock out pretty fast. So can you please, once we figure out this bard PowerPoint Simmons issue, get him focused to deliver on these things.
Can we move the meeting tomorrow to 12:30? Finally got a meeting scheduled with ACTS after trying to chase them down for two weeks
Morning Nick, great dinner last night. Appreciate your speech as well. Check Google calendar, I want to push our Dustin backlog meeting to tomorrow, and then we can take a little more time to discuss Cameron‘s media buying strategic analysis request. Maybe then, you can walk me and Brian and Zeke through the all leads pipeline.
I’m leaving around noon to the airport, and I struggled to do requirements in a rush
Thanks man I need to work on my public speaking but hopefully it was well received by all.
Always fun hanging out with you and I had a great time too
I’ll be flying to South Bend tomorrow myself. Going to the IU vs ND playoff game Friday.
Heading to Fort Worth next Thursday for OU v Navy, for my son's Xmas gift.
Sweet that will be a great game!
We are down to 1 scholarship Senior receiver, rest are freshmen and a preferred walk-on.
I should be landing around 1:20pm Eastern
I can hop on a call after that
Cool, we can push to a better time for you if necessary
I'll be on CST, but have plans that evening where I need to shut down by 4PM CT.
My buddy has a meeting so I’ll probably be stuck at the airport for like an hour so could hop on then
So tentatively say 1:452:30 EST (12:451:30 CST)
@Nicholas McFadden, good morning. I will push our requirements meeting to later in the week post holiday. I trained Tony on page 59 in Looker Enterprise yesterday, and nothing will get done until next week, so I need to gap in my meetings today to deal with kids stuff. Too much to juggle. Happy New Year.
@Nicholas McFadden, we need you on this call. Are you available, if not, we need to reschedule ASAP. Let me know if 5 minutes please.
Link to Calculate Performance, where he get sold leads from LP, but then gets contract name from Campaign, to Offer > Contracts I believe : https://docs.google.com/spreadsheets/d/1gQI2vERq2k-T_3xRiGL19drtWfm2S55VCzjYBZ65AZk/edit?gid=0#gid=0&range=C26
I am reconciling Flatirons taking longer but will jump in after
Hey working as I can on the LP stuff. Tested using the secrets manager in google with it and got that working. This way we can start to consolidate all of our credentials/keys securely and manage the permissions accordingly.
Dennis Shaull is the IT privacy and security kid, once you know how to do it, we can train him to support it.
I got the code and its working. We will just need to determine how we want to split permissions and what that all means. Might be good to have him study up on how to structure and set all that up
Yeah, we can do that after we get through some of this critical path, shield financials, and tip financials to get the system running in parallel with the existing old system that’s killing us all
@Nicholas McFadden, sorry, but have an urgent leadspediaallcontracts issue that is causing Cam and Marc's orders dashboard to be wrong. Please hop on, will take 5 minutes to show you weird issue.
@Nicholas McFadden, ASAP, me and Malissa have been searching through the issue for 30 minutes
Hey sorry didn't see this until now
Plese move our resource call to Friday at 10:30 AM PT or no later than 1:00 PM PT, I need a serious timeout, today killed me. My sons are home for snow day and a 5PM or 5:30 PM meeting really blow us my post-work parenting.
Meadow meeting got moved to 2pm during our call so probably can't attend
Oh never mind sorry thought it was one of our managers meetings
Two things. Please start a conversation with Joe on the GCP executable server preferences versus using his server. His justification for that was just cost based, but I want to make sure we have him aligned.
Second one, and this one’s confidential, so don’t tell anyone until I know more. But I think there’s a good chance that we can move all of the technology teams to another office in September.
Dustin needs a domain for the website to host the tools. I think we should do this on GCP so that we can control it not Joe
We will need to come up with a domain name and need you or someone to purchase it for use
Think of one, make sure it’s available and then send it to me. I’ll buy it tomorrow.
Do you have any idea of the cost of doing it on GCP, just so I can continue with Joe
I am out with my kids, do you wanna leave me an audio message here?
@Nicholas McFadden, can you respond to Julian Robinson from Crump team on the CLJ and let them know we "got them" on this Camp Lejeune Integration issues?
They say they have more leads than are in LawRuler and don’t know who put it in their system
talked with them. They are going to have to go through manually to determine what has a match to LR
We will send over anything they don't have
Asked them to create a field and start tracking our LR ID with everything so we can reconcile in the future
Perfect. You spoke to Julian then? Just wanna make sure we don’t let them think we didn’t respond to the email.
@Ryan Hey was talking with Dustin and he mentioned the google conference: https://cloud.withgoogle.com/next/25/session-library#day_1
I would like to attend especially if they get into the AI agent stuff.
Originally wasn't looking to go but after talking with Dustin and James more I think it would be good for me to go. Also, there are a lot of seminars at the same time so we can divide and conquer
Ask James to get a third, he has the information to do it
Hey I will be at the conference starting tomorrow. Do you want to go over the MB stuff with Zeke today?
@Nicholas McFadden, on this meeting, start at the top. Lets get the Case Types, the Referral Firm, if there is one, where did these come from (manual entry I'm assuming)
Don't go into the "How we'll solve it" on this call, just keep it high level "we got it type stuff".
Forwarded you some resumes I got from Cory. Just need to kick out one or two. Let me know if any standout to you
Also, I saw you messaged Abe did you want me to follow up any more? Sorry was just trying to get settled here at the conference
Yes, ask him what are the highest priority milestones for us to manage Darrell to complete
Good move would be to mention the Litify SF admin role Nick Ward's role too would be good to cement But you can get Darrell back on to "milestones"...versus details-mansplaining.. LOL
I dropped but will see you on the Ben Crump call, I let Cam know you were doing a good job handling the meeting for dicello today.
@Nicholas McFadden, i may be late to the BCL Pintas & SmartAdvocate for syncing and deduping them.
Please get started, ping me if Jon Wright gets on
Hey can we push the Datastore meeting tomorrow to 11? Have Law Ruler call from 10-11
Hey what is this about a zapier account for Abe?
No one in the office knows anything about an account for him
Also, why would he even need one?
Talk with Al and Rose. Are there specific expenses that you would like to see integrated with the revenue metrics?
I think we could do just like we did on the tip project, have them send you the shield, profit and loss statement and let’s use the subtotal of the chart of accounts to create a monthly entry, that matches the version Rose and Al have, and then we can rip that monthly into 30 days, 30 days and five leads, sold leads and contracts, etc. does that make sense or do you have a another idea? And excuse any typos, I’m driving.
That’ll make Rose able to input it into the retool portal without having to do napkin, math verbatim from the profit loss
That will give me and cameron and Marc the ability to look at cost per Lee generated, buy different expense segments that are familiar to them on the actual profit and loss
You can listen for 5 and drop: https://meet.google.com/niw-vukz-pyg
I just met with Ashan and explained flatirons financials
Ok if Edward is going to move over to Flatirons and according to Cam that is all he should be doing. What are things that you have him working on that will need to transfer to someone else?
I would not transfer his morning routine for tip, it’s a process that he knocks out in about 20 minutes. But we’ll go away when we merge the new financials and tip with the old ones which that should be upcoming very soon.
Ok Ward is worried about his transfer to Flatirons and who is going to backfill
Along with any other requests since James seems to be stretched thin and could use assistance
I don’t know what Edward does after he does the old db S1 and declines routines but that process took him five months to learn so if it will only last 1-2 more months, keep him on that please.
Well the new process will help but there will be need to review and reconcile regardless and to work with Accounting. Might be good to discuss where this all lies. There is an argument to be made that the financials should be handled by SL due to confidentiality or the fact that “reconciliation” is a tip thing due to something changed or was improperly placed operationally so it screwed up financials and they have better context. Just saying that even when things get “completed” there will be manual reviews or eyes on it prior to accounting and who owns making those fixes.
Also in all of this what is the legal definition of the two entities? Are we having liability by both sides interchangeably working on things? Honestly just curious.
Also in all of this what is the legal definition of the two entities? Are we having liability by both sides interchangeably working on things? Honestly just curious.
Edward is doing the things that the tip side would do because of referral leads are transfers, and Aidan Celeste used to do them before that. Those are the only two people that have ever learned besides me.
Zeke does the shield side, so I’ve kept that separation
could you make sure jjosue@shield-legal.com (Josh) has access to it?
We are going to use this to test new hires among other test activities.
I was able to since I created the project
Just figured that out an hour ago
Also, Zeke and I are getting started on the financials. We will have more progress next week.
Also, getting Josh working on converting some code/tools from Brittany’s into our Web portal
Had meetings with BCL and Smart Advocate. Trying to get that moving forward
Cleaned some stuff up between us and ELG for Jon Wright
@Nicholas McFadden thanks for the updates l, appreciated
When would a leadspedia leadID (ex 6WSUVROJ) have two records on sold leads? This example has two soldIDs and two contractIDs. The buyername shows BG and Reliance. no altcontractid for Reliance so is this just an example of the fee split for two co-counsels? I just am getting a bunch of dups when I look at the leadspedialeadid
Also, what is the cherry designation? Its on the BG record but not the Reliance one
FYI it is super old. From 9/2022
Hey can we hop on a quick call. Think there is something wrong with the datastore
Also the dev login for the dbt is not working
I tried using both on that shared google sheet
Also, the datastore doesn't look like its been updated is the 28th
I updated the analytics one to be me, it has my SMS attached to it.
@Nicholas McFadden I see the issue, let me check TIP DBT
Devin Dubin Gmail account login:
devin@shield-legal.com eg9!IfxVcIG77YzQ^6RxZNJU
Ryan Vaspra AWS ryan@shield-legal.com eU&gjvC$@vOS0Q41
@Ryan you should have gotten a 2 factor request for AWS
not sure where it is going but I did it
I am going to head over there in 10min
Excuse my forgetfulness on the 2 iterviews, just texted you and Cory
Good morning, in our lead complete, sphere meeting today we need to show Oleg the shield, data warehouse, give him access to Leeds PDAPI, and get them access to DBT for shield. I’ll be on the go and on the call, just cannot share my screen.
It’s pretty late here, I texted Mike, but I haven’t heard back. Can you log into Zapier and replay?
i am trying to replay some now
https://meet.google.com/icp-cmvq-sdk @Nicholas McFadden join me and Rose
Please join! https://meet.google.com/oht-mdee-uia
@Nicholas McFadden, if you cannot make the call, their is an "agency" field on the SL Media buyers spend form in Retool, then then guys like CP who is 100% Nitido on his Facebook, and then is Shield agency on his TikTok spend. But Maximus could be Agency Shield on Facebook Ad Platform, Agency Shield on TikTok Ad Platform, and Nitido Agency on Facebook in one days submission by vertical.
@Nicholas McFadden, I sent an invite for you and I in the AM, please be on it. Got to catch up on a lot of things:
Not back but working today. Feeling better, plan to be in office tomorrow
I thought I saved my query for getting spend to lead level. I guess it didn’t save so going to rebuild that today. Also, you mentioned that the Leadspedia create date is the one we should use to split daily lead spend, correct? Spend date and create date should match and apply to only those that were sold to a contract?
Correct, sold to a contract and sent to the call center to be worked
The lead video create date will be in eastern standard time. At least it’s always that way in the UX and there’s no way to change it.
Do you think it should be the contract sell date or just the fact that it was sold? The lead was generated on day of spend ideally so when it actually sells on contract is irrelevant, no? spend date = LP create date?
It needs to be the day the lead was created, because even without a contract, he wants to know the cost per lead
For example, Caleb spends $5000. He wants to know if he got 500 leads.
@Nicholas McFadden , how’s that SQL coming? Did you start with @Zekarias Haile ‘s SQL he already built and add to it?
@Nicholas McFadden, let me know. I want to get it finished before EOD Thursday to ensure the "base financials table" is getting validated daily along side the PROD system. Then from there we can worry about Financial Details by Day SQL model and I want that in DBT running with the SL Orders tables so I can easily join them. Basically we'll take your ETL BQ table that refreshes, put that as "raw / DBT staging" model, then write Details by Day in the financialdetailsschema, validate and also get base financial table by sold leads and retainers running in TEST with production.
Yes I am working on adding it to it
Keep me updated, I want this to be #1 priority, even if you get interrupted by an ad hoc, come to me first with it so I can help you delegate it possibly.
I am trying to offload some of the Meta Nitido stuff to Mike E.
I have a meeting with them at 11 with them and hopefully can use the rest of the day to focus
Include Dwight, we need full time in-house understanding those, as Mike knows is, uses PHP and is a contractor.
@Nicholas McFadden, how you coming on SL Base Sold Leads & Billable Retainers table today?
working on identifying the refferals and a way to adjust pricing accordingly
@Nicholas McFadden , good morning. What is your most realistic completion for the SL base table?
@Nicholas McFadden :upvote: , need a hard date, aiming for next Tuesday.
Ok yes that can be our target. I just am troubleshooting through different scenarios we are encountering. For example making a mapping table of casetypes and contracts in a more automated/programmatic way so we can handle the reffereals since everything was going off of leadspedia id and I found 5500 leads without and lp_id or s1.
Got it, please make it 1000% focus. Any thing distracting you can be punted. I have that aligned with Joe, Marc and Cam.
I have been removed from some meetings so yes this is my focus.
@Nicholas McFadden, saw I missed a call. Mind giving me a detailed update on SL BI financials SQL development latest?
@Nicholas McFadden shield-legal-bi.slworkspace.leadspediaxref