deleted-U04GZ79CPNG
2024-01-09 16:40:51

Good afternoon! We are going to be cloning Property Damage ACTS into Insurance Bad Faith ACTS. It will need the automation set up to go to a different distro than Property Damage. Do you have the distro for this or do you need it?

Mark Maniora (markmaniora@shield-legal.com)
2024-01-09 16:41:42

ok sounds good. No I do not have it

deleted-U04GZ79CPNG
2024-01-09 16:42:40

Insurance Bad Faith---Farid Golshani fgolshani@actslaw.com Chloe Gelpieryn cgelpieryn@actslaw.com and Danny Abir dabir@actslaw.com Plus shield probably?

deleted-U04GZ79CPNG
2024-01-09 16:43:05

I asked Anthony to reach out to you when he is done cloning the questions. They should have the same custom fields as property damage

Mark Maniora (markmaniora@shield-legal.com)
2024-01-09 16:45:28

yep, ok thank you!

deleted-U04GZ79CPNG
2024-01-10 19:12:05

Good evening @Mark Maniora! We are going to have to update the automation for Medical Malpractice LSA - ACTS - ACTS - Shield Legal (and the other ACTS inbounds, but that will happen tomorrow when I get more clarification). The new trigger status will be Case Review - Phone Transfer and Case Review - Email Transfer. They no longer want a signed retainer, so the cases will not be going FINAL. Please let me know when you have updated the automation and I will put out the guidance to the agents so no cases fall through the cracks

Mark Maniora (markmaniora@shield-legal.com)
2024-01-10 19:33:17

Ok sounds good. I’ll get that changed later and let you know when it’s updated

deleted-U04GZ79CPNG
2024-01-10 19:33:31

Thank you

deleted-U04GZ79CPNG
2024-01-11 09:32:13

Please also let Anthony know

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

ok thanks. I updated the automation to phone transfer and email transfer. I'll let Tony know too

deleted-U04GZ79CPNG
2024-01-11 11:19:14

Thanks!

👍:skin_tone_2: Mark Maniora
deleted-U04GZ79CPNG
2024-01-11 11:56:59

Hello! We need to update the automations for ACTS Auto Accidents to include FINAL instead of case reviews and then update ACTS Personal Injury to include case reviews instead of FINAL. Do not update yet because we need to get the docs ready.

Mark Maniora (markmaniora@shield-legal.com)
2024-01-11 11:59:32

ok cool. Let me know when to update and I will

deleted-U04GZ79CPNG
2024-01-11 11:59:44

Will do. Thanks!

deleted-U04GZ79CPNG
2024-01-11 12:03:11

In the mean time, all of the ACTS cases we set up recently (not the mass torts with the CA Juv or Chowchilla) will need the following 2 emails added to the distros. iakopyan@actslaw.com and cgelpieryn@actslaw.com

Mark Maniora (markmaniora@shield-legal.com)
2024-01-11 12:03:41

got it. I will add them soon

deleted-U04GZ79CPNG
2024-01-11 12:03:49

Thanks

Mark Maniora (markmaniora@shield-legal.com)
2024-01-11 12:20:43

fyi, Anthony had me change the Personal Injury to Case Review just now.

deleted-U04GZ79CPNG
2024-01-11 12:21:15

Thanks for the head sup

Mark Maniora (markmaniora@shield-legal.com)
2024-01-11 13:13:07

Auto Accidents LSA is changed to signed e-sign

deleted-U04GZ79CPNG
2024-01-16 13:22:10

Can you please update the following ACTS automations to include these emails? eascencio@actslaw.com needs to be added to Birth Injury and mescalona@actslaw.com needs to be added to all of the new ACTS campaigns (the PPC ones). Can you also check to make sure iakopyan@actslaw.com is also on all of the automations? Firm said they believe that last email is on most but they want to verify that it is on all.

Mark Maniora (markmaniora@shield-legal.com)
2024-01-16 13:24:03

ok yes I will do that

deleted-U04GZ79CPNG
2024-01-16 13:24:14

Thank you!!

👍:skin_tone_2: Mark Maniora
deleted-U04GZ79CPNG
2024-01-18 18:02:02

Some of the questions are missing from the email body for Personal Injury ACTS. Can you check it out and update if need be?

Mark Maniora (markmaniora@shield-legal.com)
2024-01-18 18:12:55

Yes I can

deleted-U04GZ79CPNG
2024-01-18 18:14:37

Thank you!

deleted-U04GZ79CPNG
2024-01-18 18:16:13

For some reason the firm emails me when they have these issues (probably because I respond, ha). They were specifically missing the date of injury question and I didn't see it in the email they forwarded me. Not sure if there are other missing questions too.

Mark Maniora (markmaniora@shield-legal.com)
2024-01-18 18:27:00

ok I will probably just download all the questions again and then replace them all in the automation

deleted-U04GZ79CPNG
2024-01-18 18:32:09

Sounds good. Thank you. I know we have been making little changes and tweaks to those campaigns constantly as the firm sends back things they'd like piecemeal, so I appreciate you going back to make all of these updates.

👍:skin_tone_2: Mark Maniora
deleted-U04GZ79CPNG
2024-01-23 11:45:20

Hello Mark. I have another automation update request from ACTS for their inbound/PPC campaign. > For the intake sheet emails that get sent out, can you/your team please include the PNCs name, email and number at the beginning of the email body? This will help us be able to contact them back a bit faster. > > Also, can the email igonzalez@actslaw.com be added to the school negligence reports please?

Mark Maniora (markmaniora@shield-legal.com)
2024-01-23 11:48:58

yep, I will make those updates soon.

deleted-U04GZ79CPNG
2024-01-23 11:57:24

Thank you

👍:skin_tone_2: Mark Maniora
deleted-U04GZ79CPNG
2024-01-30 11:46:35

Good morning! Do you have everything you need for Rite Aid? Ryan has been asking me when it will be done and I want to give him an update.

Mark Maniora (markmaniora@shield-legal.com)
2024-01-30 11:47:48

Good morning! yep I am almost done. I also spoke with Ryan this morning and gave him an update that it will be done this morning.

deleted-U04GZ79CPNG
2024-01-30 11:51:11

Awesome, thank you!

Mark Maniora (markmaniora@shield-legal.com)
2024-01-30 11:52:26

you're welcome

deleted-U04GZ79CPNG
2024-01-31 13:34:53

Can you forward me an example email from an automation that goes to Dicello?

Mark Maniora (markmaniora@shield-legal.com)
2024-01-31 13:45:13

Yep

deleted-U04GZ79CPNG
2024-01-31 13:45:43

Thanks!

Mark Maniora (markmaniora@shield-legal.com)
2024-03-20 21:32:03

Hi @deleted-U04GZ79CPNG! Could you set up an automation alert in Monday for me please? I would like to get an email alert every time a subitem is changed to Done.

deleted-U04GZ79CPNG
2024-03-20 22:06:58

Sure. I can come by your desk tomorrow and set it up.

Mark Maniora (markmaniora@shield-legal.com)
2024-03-20 22:16:24

ok thanks. I actually tried myself, but I don't think I have permissions to do so. It won't let me save it

deleted-U04GZ79CPNG
2024-03-20 22:17:34

You should have permission. Did you set up the Gmail integration?

Mark Maniora (markmaniora@shield-legal.com)
2024-03-20 22:18:50

yes I did

deleted-U04GZ79CPNG
2024-03-20 22:19:19

Hmm. I will look tomorrow

👍:skin_tone_2: Mark Maniora
deleted-U04GZ79CPNG
2024-03-20 22:20:30

We might have to add an email column for it to pull from

Mark Maniora (markmaniora@shield-legal.com)
2024-03-20 22:21:43

ok cool, thank you

deleted-U04GZ79CPNG
2024-03-21 13:29:42

I created the automation to notify you via Monday. You may have to tweak your notification settings in Monday to receive them in your email. If you do not want to receive all notifications to your email, you can change your notification settings by board to limit it. Let me know if there are any issues

Mark Maniora (markmaniora@shield-legal.com)
2024-03-21 13:31:14

Oh that’s awesome. Thank you for doing that

deleted-U04GZ79CPNG
2024-03-22 12:08:15

Are the Monday notifications working for you?

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 12:08:46

yep. Thank you!

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 12:09:18

it's A LOT, but I needed to get something so I am not constantly checking Monday

deleted-U04GZ79CPNG
2024-03-22 12:10:46

You should be able to adjust your notification settings so you can get less of the unimportant notifications

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 12:14:30

ok I will, thanks again

deleted-U04GZ79CPNG
2024-03-22 12:14:36

No problem

deleted-U04GZ79CPNG
2024-03-22 12:46:17

Good morning! Have you updated the ACTS automations with the 2 email addresses Chloe sent?

Mark Maniora (markmaniora@shield-legal.com)
2024-03-22 12:46:51

Nope I’m sorry! I can do it now though

deleted-U04GZ79CPNG
2024-03-22 12:47:37

Thanks. Please email Chloe back when it is complete

Mark Maniora (markmaniora@shield-legal.com)
2024-04-08 16:23:59

Hi Brittany! Would you be able to mark your subitems as Done in Monday for Firefighting Foam - BG - Flanagan - Shield Legal? It's ready to go

deleted-U04GZ79CPNG
2024-04-08 16:31:34

Yes. Thank you

deleted-U04GZ79CPNG
2024-04-08 16:35:14

Done

Mark Maniora (markmaniora@shield-legal.com)
2024-04-08 16:35:30

Awesome thanks

deleted-U04GZ79CPNG
2024-04-08 16:38:35

No problem. Anthony told me about it this morning, but then I got called away and forgot. I appreciate the reminder!

👍:skin_tone_2: Mark Maniora
Mark Maniora (markmaniora@shield-legal.com)
2024-04-30 12:24:15

Good morning @deleted-U04GZ79CPNG. Can you please send an invite to gregowen@shield-legal.com for the Client Firms board on Monday?

deleted-U04GZ79CPNG
2024-04-30 12:24:24

Sure

Mark Maniora (markmaniora@shield-legal.com)
2024-04-30 12:24:33

ty

deleted-U04GZ79CPNG
2024-04-30 12:27:39

I just added him

Mark Maniora (markmaniora@shield-legal.com)
2024-04-30 12:28:03

great thanks

deleted-U04GZ79CPNG
2024-08-01 15:32:20

Hello! Would you be able to set up 4 automations for me?

deleted-U04GZ79CPNG
2024-08-01 15:32:27

They require no email body

Mark Maniora (markmaniora@shield-legal.com)
2024-08-01 15:32:48

of course

deleted-U04GZ79CPNG
2024-08-01 15:33:47

Thank you. I will type up the details and send them momentarily.

deleted-U04GZ79CPNG
2024-08-01 15:40:06

Generic information: We need to quickly get the pdf version of the intake and the retainer docs downloaded out of LR for multiple leads across 4 different case types. The automation just needs to send those attachments and have a specific subject line (detailed below). All emails will go to edward@tortintakeprofessionals.com and he has a script to pull the docs from there.

Case type: Firefighting Foam - Crump - ELG - Shield Legal Status trigger: Signed e-Sign RE-TRIGGERED Tag requirement: Needs re-trigger Subject line: <<Lead ID>> - <<lead full name>> - PFAS/AFFF

Case type: Hair Relaxer - DL - Flatirons - Shield Legal Status trigger: Signed e-Sign RE-TRIGGERED Tag requirement: Needs re-trigger Subject line: <<Lead ID>> - <<lead full name>> - Product Liability/Chemical Hair Straightener

Case type: NEC - Crump/Keller/Postman - Shield Legal Status trigger: Signed e-Sign RE-TRIGGERED Tag requirement: Needs re-trigger Subject line: <<Lead ID>> - <<lead full name>> - Product Liability/NEC

Case type: NJ Juv Hall Abuse - Crump - BG - Shield Legal Status trigger: Signed e-Sign RE-TRIGGERED Tag requirement: Needs re-trigger Subject line: <<Lead ID>> - <<lead full name>> - Sexual Abuse/NJ Juv Hall Abuse

deleted-U04GZ79CPNG
2024-08-01 15:40:24

Let me know if you need any other information

Mark Maniora (markmaniora@shield-legal.com)
2024-08-01 15:40:59

ok sounds good. I will get working on those soon

deleted-U04GZ79CPNG
2024-08-01 15:41:27

Thank you!! Let me know when they are ready.

Mark Maniora (markmaniora@shield-legal.com)
2024-08-01 16:16:05

@deleted-U04GZ79CPNG Those automations are ready to go

Mark Maniora (markmaniora@shield-legal.com)
2024-08-01 16:16:23

let me know if something doesn't look right or if Edward wants me to change anything

deleted-U04GZ79CPNG
2024-08-01 16:49:49

Thank you! We are using them now and I will let you know

👍:skin_tone_2: Mark Maniora
deleted-U04GZ79CPNG
2024-08-01 17:44:13

Regarding the IL Flatirons case type for Leadspedia, we are waiting on clarification from Tony and Cameron. Please hold off on changing anything until then.

Mark Maniora (markmaniora@shield-legal.com)
2024-08-01 17:53:36

okay TY

deleted-U04GZ79CPNG
2025-01-07 15:43:23

Hello! Regarding the email automations we briefly discussed earlier: https://docs.google.com/spreadsheets/d/1H2fATZ59ms3TxYnKGM8rGsVNU7Ab9zRwfWB8oWa64w4/edit?usp=sharing This spreadsheet has the different email subjects and bodies for each of the case types. You can combine the states with 2 into one automation with both case types. Status trigger is Signed e-Sign FINAL, with a 3 day delay on sending the email. Email should be going to the client and coming from Alexandra Cuozzo. The image in the docs for the body should go in the email. If you have trouble getting it in there, let me know. I tested it out already separately and had to modify the image a bit for sizing to make it work with the template LR has.

SA Abuse Mail Merge 1.7.25
Mark Maniora (markmaniora@shield-legal.com)
2025-01-07 15:45:16

ok got it

deleted-U04GZ79CPNG
2025-01-07 15:51:30

Let me know if you need any other info

Mark Maniora (markmaniora@shield-legal.com)
2025-01-07 15:51:44

sounds good thanks

deleted-U04GZ79CPNG
2025-01-07 15:52:53

Thank you for your help!

deleted-U04GZ79CPNG
2025-01-17 09:32:05

Good morning. Abe at Dicello has requested that all of the decline email automations say decline in the subject

Mark Maniora (markmaniora@shield-legal.com)
2025-01-17 09:33:28

Good morning, ok I will update those. I am surprised it took that long for someone to finally request that. I am going to start adding it to any new ones too

deleted-U04GZ79CPNG
2025-01-17 09:35:48

Thank you. I know he has a lot of campaigns to go through. Can you prioritize the flatirons ones first?

Mark Maniora (markmaniora@shield-legal.com)
2025-01-17 09:36:46

yes I will

deleted-U04GZ79CPNG
2025-01-17 09:36:56

Thank you!

deleted-U04GZ79CPNG
2025-02-03 15:51:50

Good afternoon! Can you add jbecker@meadowlawfirm.com to the Meadow Law VGA secondary interview email automation for Tier 1 cases?

Mark Maniora (markmaniora@shield-legal.com)
2025-02-03 15:54:44

Hi Brittany, yes I will add him now

deleted-U04GZ79CPNG
2025-02-03 15:57:28

Thank you!

deleted-U04GZ79CPNG
2025-03-19 16:39:53

Hello! I emailed the people on the distro for the declines to let them know to disregard the duplicate decline notification. I received some replies indicating that: > Doug Rochen drochen@actslaw.com and Chloe Gelpieryn cgelpieryn@actslaw.com are not active members of ACTS Law anymore and a request to remove them from the distros. The firm also requested that we add a few others to the ACTS distros: > add Paula Andrea Pazmino papazmino@actslaw.com and Mark Mina mmina@actslaw.com for intake related communications. For sexual abuse cases, please also add Derek Braslow dbraslow@actslaw.com Can you update the active ACTS distros accordingly?

Mark Maniora (markmaniora@shield-legal.com)
2025-03-19 16:47:58

Yes I will get those taken care of

deleted-U04GZ79CPNG
2025-03-19 16:54:04

Thank you!

deleted-U04GZ79CPNG
2025-04-09 12:18:00

Hello! I got an email from Dicello saying that Rachel Bussett no longer works for them and to remove her email address from the email automations. She handled the sex abuse cases for DL, but also may have been on other automation distros?

Mark Maniora (markmaniora@shield-legal.com)
2025-04-09 12:31:42

Hey, yeah I will take a look

Mark Maniora (markmaniora@shield-legal.com)
2025-04-09 12:31:53

it's hard because I have to search every automation

deleted-U04GZ79CPNG
2025-04-09 12:37:23

Sorry 😞

deleted-U04GZ79CPNG
2025-04-15 15:59:35

Hello! I got an email from DL regarding Rachel Bussett on the email automations. They said that they are still getting emails to that account on the MD juv hall and MI juv hall cases

deleted-U04GZ79CPNG
2025-04-15 15:59:54

Are you still working through removing her email from the distros?

Mark Maniora (markmaniora@shield-legal.com)
2025-04-15 16:50:57

hmmm ok. I’ll check again!

deleted-U04GZ79CPNG
2025-04-15 16:55:04

Thank you!

deleted-U04GZ79CPNG
2025-04-15 16:55:09

I know it's a pain 😓

Mark Maniora (markmaniora@shield-legal.com)
2025-08-14 11:48:52

Good morning @deleted-U04GZ79CPNG, are you able to check the Monday board for the last step that needs to be completed in IL JDC Abuse - Baypoint - SGGH? It's already Live.

deleted-U04GZ79CPNG
2025-08-14 12:22:36

Yes

deleted-U04GZ79CPNG
2025-08-14 12:22:38

Thank you!

🙏:skin_tone_2: Mark Maniora