deleted-U06C7A8PVLJ
2024-01-10 11:59:53

Hello Luke. I had pulled up an all time report for all open campaigns to see which were placed in these statuses :

  1. Sent eSign- Unsigned
  2. Sent eSign

  3. Cancelled E-Sign So that we can have our agents change them to the proper statuses such as :

  4. Signed e-Sign FINAL

  5. Signed e-Sign QA
  6. Signed e-Sign QA WIP Etc...

I am sharing you a copy of that report for your own reference and so that it hopefully doesn't affect our dashboard numbers.

Link : All through 01/09/2024.

If you have any questions, please let me know.

Thank you,

Edward

All Open Campaigns - Status Changes - All through 01/09/2024
Luke Fontaine (luke@shield-legal.com)
2024-01-10 12:02:05

Hi Edward, thank you for sharing this report

deleted-U06C7A8PVLJ
2024-01-10 12:02:27

You're welcome 🙌

Luke Fontaine (luke@shield-legal.com)
2024-01-10 14:17:52

Hey Edward, hope your days going well. I have a question about this lead LR ID: 169296 It looks like they were canceled back in June, however today you changed the status to signed Signed E-Signed QA is that correct? Can you provide a little information as to why the change in status? I'm working on reconciling a few dashboards.

deleted-U06C7A8PVLJ
2024-01-10 14:23:48

Hey Luke. Thank you for asking. I hope your day is going well as well. Yes for LR ID: 169296 On 06/03/2023 09:38:21 AM - The status was Signed e-Sign FINAL however an agent sent a new contract for some odd reason which changed the status to Sent e-Sign on 06/03/2023 09:59:29 AM. Then on 06/05/2023 10:32:50 AM another agent tried to send a new contract, but later on cancelled what they sent which became "Cancelled E-Sign" on 06/05/2023 10:32:58 AM.

So we had placed it as Signed E-Signed QA since it was Signed e-Sign FINAL in the past and the agent shouldn't have changed the status from there.

deleted-U06C7A8PVLJ
2024-01-10 14:25:28

So for any leads numbers on the report I sent you today at 9:59 am (PST), if it is placed as "Signed E-Signed QA" it is because the status was originally "Signed e-Sign FINAL" and shouldn't have changed from there.

Luke Fontaine (luke@shield-legal.com)
2024-01-10 14:26:55

It's going well, keeping very busy haha. Ok Thank you for sending that information over, it's very helpful as I dive in and look further into it

deleted-U06C7A8PVLJ
2024-01-10 14:27:31

Same haha. You're welcome ! If you have any other questions please let me know.

deleted-U06C7A8PVLJ
2024-01-10 16:13:15

Hi Luke. I am sending you an update for the report that was requested earlier ago for Asbestos BG SL. Looks like in the dashboard it is 618 and in the excel report it is 615 so it is off by 3. Please let me know if you need any helps / any new reports to ensure they will match in the future. Thank you

Asbestos - BG - Shield Legal - All through 01-10-2024.xlsx
Luke Fontaine (luke@shield-legal.com)
2024-01-10 16:21:28

Looking into it now

Luke Fontaine (luke@shield-legal.com)
2024-01-10 16:23:19

In the dash I think you're including Signed e-Signed QA WIP and Case Review -Agent Disqualified

Luke Fontaine (luke@shield-legal.com)
2024-01-10 16:23:45

When you take those status out there's 615 leads

deleted-U06C7A8PVLJ
2024-01-10 16:28:38

Oh I see. When I take out the Signed e-Sign QA WIP - 1 it does now give me 615 in the dashboard. As for the excel it is just based off the Signed e-Sign FINAL and Signed e-Sign QA (for a total of 615). I am not seeing the "Case Review Agent Disqualified" on the dashboard / excel but if 615 is supposed to be correct then everything should be fine.

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Luke Fontaine (luke@shield-legal.com)
2024-01-10 16:35:56

The case Review status must have updated when I ran some scripting, but yes the 615 is correct

deleted-U06C7A8PVLJ
2024-01-10 16:39:45

Thank you Luke !

deleted-U06C7A8PVLJ
2024-01-11 15:12:41

Hi Luke. How's it going. I am sending you a report for Intuit Privacy Violations Hillard - SL - All through 01.10.2024. It is off by 61 with the excel and the dashboard

Intuit Privacy Violations - Hilliard Shield Legal All Through 01-10-2024.xlsx
Luke Fontaine (luke@shield-legal.com)
2024-01-11 15:38:26

Hi Edward, I'll try to get to it today, but I have a pretty packed day

deleted-U06C7A8PVLJ
2024-01-11 15:39:32

Thank you Luke & no worries. I shall also try to figure out where the 61 is coming from so that I can help get that number down or to have it matching

Luke Fontaine (luke@shield-legal.com)
2024-01-11 15:42:21

Thank you that would be a big help. It looks like these are going to become a more regular item for us to do, if you'd like we can schedule a quick call and I can show you some of the first steps I usually take. I know I'd appreciate it as my plate is becoming a little bit harder to manage

deleted-U06C7A8PVLJ
2024-01-11 16:27:00

You're welcome ! Yeah that would work with me too if you want to schedule a call. I would like to add Brianna Miller into the call and Brittany as well since Brianna works with me and would need those pointers as well & Brittany would just be there to monitor it.

deleted-U06C7A8PVLJ
2024-01-11 19:28:38

Hi Luke. The intuit report is actually off by 14. Lead #366023 needs to be removed from the dashboard since it is a signed and declined

deleted-U06C7A8PVLJ
2024-01-12 11:16:46

Great Morning Luke. How's it going. Cameron asked for a new intuit report and I was able to pull it up. I reflected it to the dashboard and it is off by 12. I will try to figure out why that may be the issue. However, if you have the time, I am available for that call (we can schedule a time) to see what steps you take to be able to figure that out to ensure future reports go smoothly.

Intuit Privacy Violations - Hilliard - All through 1-11-2024.xlsx
Luke Fontaine (luke@shield-legal.com)
2024-01-12 11:30:43

Hi Edward, Thanks hope your morning is going well too! If you're free about 10:30 we can go over it together and figure out what's going on

deleted-U06C7A8PVLJ
2024-01-12 11:40:46

Thank you mine is going well as well ! Brittany & Brianna also wants to be able to attend to learn the process as well and they have a training at 10:30 am. Any time after 12:00 pm (PST) works for us if possible.

Luke Fontaine (luke@shield-legal.com)
2024-01-12 12:39:59

Ok, Let me see if I can move some items around and make this afternoon work

deleted-U06C7A8PVLJ
2024-01-12 14:04:30

Thank you Luke. I appreciate it. I was able to run a new report and got it to 2 (I had to change some of the statuses for the 12 that I found there were not correct), I shall try to figure out the last 2 and whenever you have a chance we can set something up

Luke Fontaine (luke@shield-legal.com)
2024-01-12 14:12:44

Would 2pm work? I have a hard stop at 2:25pm

Luke Fontaine (luke@shield-legal.com)
2024-01-12 14:13:11

Edward you're amazing! Thank you for being so on it with these reports

deleted-U06C7A8PVLJ
2024-01-12 14:16:53

Yes that would work with us. Thank you Luke ! & You're welcome

deleted-U06C7A8PVLJ
2024-01-12 15:00:43

Update : I was able to have them match with the dashboard. Looking forward to the 2:00pm meeting as well

deleted-U06C7A8PVLJ
2024-01-12 16:02:13

Hi Luke. I am coming back from lunch right now. Would you be available to chat

Luke Fontaine (luke@shield-legal.com)
2024-01-12 16:02:38

Hi Edward, Yes I'm available until 2:25

deleted-U06C7A8PVLJ
2024-01-12 16:03:02

Okay sounds good.

Luke Fontaine (luke@shield-legal.com)
2024-01-15 15:59:49

Hey Edward, hope you had a great weekend! Wanted to give you a heads up, it looks like you had access to a dashboard that you weren't suppose to be on so I had to revoke access, but here's the correct one to use for reconciliations https://lookerstudio.google.com/reporting/11eba4ad-c936-4627-9e27-16b43f13b22c/page/p_jjec6oa0tc

deleted-U06C7A8PVLJ
2024-01-16 10:57:25

Hi Luke! Thank you for the friendly heads up ! Okay I shall use that one in that case.

deleted-U06C7A8PVLJ
2024-01-16 10:57:48

My weekend went pretty well thank you for asking. I hope yours went well too

deleted-U06C7A8PVLJ
2024-04-22 12:44:03

Good morning Luke. How's it going. I am working on Cameron's reports with Dennis and I am let you know that this lead ID # 202365 - Alexander Morgan for Intuit Privacy Violations - Hilliard - Shield Legal is not on the dashboard. Here is some history of it if it helps. Please let me know if you have any questions

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Luke Fontaine (luke@shield-legal.com)
2024-04-22 12:48:15

Hey Edward, hopes all going well. I’m about to hop into a meeting. It I’ll take a look afterwards

deleted-U06C7A8PVLJ
2024-04-22 12:50:12

All is well thanks for asking. No worries I am no rush; I just wanted to inform you so that we can work together to ensure the dashboard / Cameron reports are accurate. I appreciate your help !

deleted-U06C7A8PVLJ
2024-04-22 13:06:38

Update: Same thing for this lead # 411096 - Ozempic - Nigh Goldenberg - IBEX - Shield Legal Larry Johnson. This would need to be updated within the dashboard whenever you get the chance

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deleted-U06C7A8PVLJ
2024-04-22 17:50:15

Hello Luke. I am providing you an update for Hilliard. Looks like we have two now that are not matching the dashboard which are: Steven Smith - 435474 - Signed e-Sign QA WIP and Tina Fulford - 460844 - Signed E-Sign QA WIP

Tina Fulford: Status went from Signed E-Sign to Signed e-Sign IN Process to Signed e-Sign QA WIP which has been living there

Steven Smith: Status went from Signed e-Sign to Signed e-Sign In PROCESS to Signed e-SIgn QA WIP to Sent e-Sign to Sent e-Sign - Unsigned and now back to Signed e-Sign QA WIP

Please let me know if you have any questions

Luke Fontaine (luke@shield-legal.com)
2024-04-22 17:53:09

Hey Edward, thanks for sending these over. I think we’ll need to get a meeting set up to discuss the these status changes; probably yourself me and Brianna and best practices to report these. This method currently is just not sustainable for myself and my additional responsibilities

deleted-U06C7A8PVLJ
2024-04-22 17:54:26

You're welcome ! No problem. If there is a better method that will suit everyone based on their tasks and responsibilities, etc I will be more than happy to try that one 🙂 We can schedule that this week if you are available to discuss; thank you 🙂

Luke Fontaine (luke@shield-legal.com)
2024-04-22 18:26:37

Exactly, and just getting everyone on the same page. You’re probably not aware but I get messages regarding reconciliations often from you Brianna and Dennis all separately. Of course they’re all important but the frequency is just a lot

deleted-U06C7A8PVLJ
2024-04-23 09:41:18

Good morning Luke. Yes that makes sense. I'm Looking forward to implementing a better system if possible 🙂

deleted-U06C7A8PVLJ
2024-04-25 13:36:33

Hi Luke. Thank you for meeting with us. We appreicate your time ! I wanted to share you with the updated link: https://docs.google.com/spreadsheets/d/18nqboJt_JrbHZPMkXCwqxpQ4CueysZ0i35QXVTuc9Tc/edit#gid=0 Since in order for me to create the automation factor I will need to be the one who is the owner of the excel sheet instead of Brittany (due to the coding factor to it); so moving forward this would be the correct link and you can disregard the old one. Please let me know if you have any questions and may you have a wonderful day 🙂

Dashboard Lead Updates
Luke Fontaine (luke@shield-legal.com)
2024-04-25 13:39:02

Thank you Edward! Great questions today, and thank you for stepping up to create the automation! For my own curiosity, are you doing the automated reports through the lawruler system, or are you using an API to filter into the googlesheet?

deleted-U06C7A8PVLJ
2024-04-25 13:51:09

You're welcome Luke ! I believe for now we will have it where we will paste the information manually into the spreadsheet such as the Lead ID #, Names, etc and then my thought process is if it is a Monday/Friday, I can create an automation where it will send you the excel file to you (with the same headers and same rows) for you to view through an automated email at a specific time or times if needed more than once. It would be created through Javascript using Google App Scripts.

Also, I was thinking of having it at a specific time probably during the EOD of a Monday / Friday where it will create a new sheet and put today's date on it such as 4/25/2024 if today was a Friday and it will clear out Sheet1 completely (not the headers) so that we can look at the previous Sheets and so that the automation doesn't send clients that already has been corrected from a previous Monday / Friday.

To summarize:

  1. It will send you an automated email at a specific time(s) on a Monday / Friday
  2. At the EOD of a Friday / Monday, it will duplicate the sheet on it's own and rename that duplicated sheet whatever date it is today (example: 4/25/2024) and it will clear our rows 2 and so forth of Sheet1 in order to prevent the automation sending old clients to fix from previous days If you have any ideas on how we could automate it anymore, I willing to try that too with the code but what I am described above should be fairly simple. I hope that makes sense
Luke Fontaine (luke@shield-legal.com)
2024-04-25 13:56:25

that all sounds great, looking forward to seeing your automation come together!

🙌 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2024-04-25 13:57:28

Thank you Luke. Talk soon and take care