deleted-U06AYDQ4WVA
2024-01-15 13:12:11

@Luke Fontaine wanted to let you know i found a lead that is supposed to be under ACTS but it showing under Ben Crump BLX here is the lead id 366691

Luke Fontaine (luke@shield-legal.com)
2024-01-15 13:14:53

Hi Brianna, hope you had a great weekend. Great catch! I'll get it switched over to ACTS'Shield Legal

✅ deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-01-15 18:17:11

Hey @Luke Fontaine it's me again 😄 i have another lead that has status error it shows as signed e-sign final instead of Case Review - Phone Transfer here is the lead id 366839

Luke Fontaine (luke@shield-legal.com)
2024-01-15 18:18:27

Ok perfect, I’ll get that changed over

deleted-U06AYDQ4WVA
2024-01-15 18:18:40

actually one moment

deleted-U06AYDQ4WVA
2024-01-15 18:21:16

it actually has a signed contract and is technically in the right status but it is up to you if you want to switch it so that its matching on the dashboard its up to you

deleted-U06AYDQ4WVA
2024-01-15 18:49:13

@Luke Fontaine so that lead 366839 ended up in the Crump Medical Malpractice but it should be in the ACTS Medical Malpractice

Luke Fontaine (luke@shield-legal.com)
2024-01-16 09:34:16

Thank you for looking deeper into it, I'll get it switched over to ACTS. And to confirm, the status should be the same?

deleted-U06AYDQ4WVA
2024-01-16 10:37:33

Yes i I believe so

deleted-U06AYDQ4WVA
2024-01-16 11:06:27

can you please let me know when you get it switched so i can confirm with the law firm? they want an accurate count. thank you

Luke Fontaine (luke@shield-legal.com)
2024-01-16 14:22:49

I didn't see your previous message until now, apologies, but the lead has been switched over to ACTS

✅ deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-01-16 14:25:57

thank you

Luke Fontaine (luke@shield-legal.com)
2024-01-23 11:55:38

Hi Brianna, Hope your week is off to a good start! Thank you for sharing the VICI report this morning, in the future would you mind posting it as a google sheet? It makes it easier to copy and paste certain formulas when doing the expenses

✅ deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-01-23 11:56:58

yes i got you sorry about that

deleted-U06AYDQ4WVA
2024-01-23 11:57:53

I also dont understand what ryan was asking about which row things hsould be in ?

Luke Fontaine (luke@shield-legal.com)
2024-01-23 14:10:13

No Worries! I think under the status he might want a new one to include the CLJ interview intakes that have been starting this month

Luke Fontaine (luke@shield-legal.com)
2024-01-23 14:10:45

That's what I took away but I'd definitely ask to clarify

Luke Fontaine (luke@shield-legal.com)
2024-03-18 16:23:58

@deleted-U06AYDQ4WVA do you have a few more moments to hop back on a call?

deleted-U06AYDQ4WVA
2024-03-18 16:24:16

yes

Luke Fontaine (luke@shield-legal.com)
2024-03-18 16:24:57

meet.google.com/fdi-qstv-rft

deleted-U06AYDQ4WVA
2024-03-25 11:29:25

@Luke Fontaine good morning

Luke Fontaine (luke@shield-legal.com)
2024-03-25 11:30:52

Hi Brianna, good morning, hope you had a great weekend

deleted-U06AYDQ4WVA
2024-03-25 11:39:59

thanks i hope you did too

deleted-U06AYDQ4WVA
2024-03-25 11:40:35

i am working on hilliard report now and my report has 13,105 and dashboard has 13,095

deleted-U06AYDQ4WVA
2024-03-25 11:45:19

okay i deleted all the leads from today and then my list was 10 short from thw dash

deleted-U06AYDQ4WVA
2024-03-25 11:46:00

these are the leads i found that are in dash but not my report. this sent e-sign unsigned is killing us every week

image.png
deleted-U06AYDQ4WVA
2024-03-25 13:01:23

hey @Luke Fontaine i keep getting this error today

image.png
deleted-U06AYDQ4WVA
2024-03-25 13:01:28

is this happening to you too ?

Luke Fontaine (luke@shield-legal.com)
2024-03-25 13:31:22

It was being a pain with me today and really slow. It definitely is a looker issue. I’d give it a minute it and try again later today

deleted-U06AYDQ4WVA
2024-03-25 13:32:31

My whole computer has been like this today

deleted-U06AYDQ4WVA
2024-04-01 11:47:23

how is the dashboard working for you ?

deleted-U06AYDQ4WVA
2024-04-01 11:47:36

it just keeps saying its loading forever on my end

deleted-U06AYDQ4WVA
2024-04-01 11:47:44

im so over this dashboard you have no idea

Luke Fontaine (luke@shield-legal.com)
2024-04-01 11:49:40

oh same, it's been taking a while this morning to load

deleted-U06AYDQ4WVA
2024-04-01 11:52:28

you're still faster than me haha

deleted-U06AYDQ4WVA
2024-04-01 12:51:35

can you please remove these leads rom Hilliard dashboard they are showing up as sent-esign unsigned 395913 - Jared Burkett 386174 - Angelita Villegas 370044 - Darlene Escobedo 367124 - Morgan Peterson 367627 - Kelly Yeich 367033 - Rose Rodriguez 358165 - Elliot Lieberman 324852 - Jason Showen

Luke Fontaine (luke@shield-legal.com)
2024-04-01 12:53:04

Yeah absolutely

Luke Fontaine (luke@shield-legal.com)
2024-04-01 12:53:33

I have a could of clj leads I need to send over a little later to confirm statuses

deleted-U06AYDQ4WVA
2024-04-01 12:54:10

ok sounds good

deleted-U06AYDQ4WVA
2024-04-08 13:06:18

can you please remove this lead from the dashboard it was in signed e-sign QA WIP but now is in sent e-sign unsigned

deleted-U06AYDQ4WVA
2024-04-08 13:06:21

463598

Luke Fontaine (luke@shield-legal.com)
2024-04-08 13:06:39

Yeah absolutely, I’ll take care of that in a few

🙌:skin_tone_3: deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-04-08 14:06:40

Also this one 443967 needs to be removed from CA Juv Hall Abuse - DL - Flatirons - Shield Legal it was in signed e-sign QA WIP but now is in sent e-sign unsigned

deleted-U06AYDQ4WVA
2024-04-08 19:49:46

you still working too ? haha

Luke Fontaine (luke@shield-legal.com)
2024-04-08 19:50:42

Eh mostly had to respond to this bullshit message that came in. Haha

😂 deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-04-08 19:51:00

well here is some more BS for you haha https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=466038 this one needs to be removed from dashboard its signed&declined status because its a duplicate

deleted-U06AYDQ4WVA
2024-04-08 19:55:39

i want to get with you and ryan tomorrow about this hilliard report and how to make this easier for me and you every week because it has the most discrepancies and i dont get why and i want to work through solutions

Luke Fontaine (luke@shield-legal.com)
2024-04-09 11:25:21

I’m not too sure what Ryan’s schedule looks like today but I have some time later in the day to meet

deleted-U06AYDQ4WVA
2024-04-09 11:29:05

okay cool

Luke Fontaine (luke@shield-legal.com)
2024-04-12 14:02:22

Hey Brianna, hope your fridays going well! When you get the chance can you check on these two leads for me and see what their current status is suppose to be? LR ID's: 353302 and 343241

deleted-U06AYDQ4WVA
2024-04-15 10:10:04

Hey Luke I am so sorry I didnt get back to you on this

Luke Fontaine (luke@shield-legal.com)
2024-04-15 10:10:46

Hey! No worries you're good!

deleted-U06AYDQ4WVA
2024-04-15 10:15:25

353302 : Signed e-sign QA 343241: Case review - email transfer

deleted-U06AYDQ4WVA
2024-04-15 10:21:09

the reason why two diff status for same case type i believe is because awhile back we didnt have retainer to sign and now we do so the statuses change depending on that

Luke Fontaine (luke@shield-legal.com)
2024-04-15 11:01:16

ah ok got you, thank you for checking in on them and confirming

deleted-U06AYDQ4WVA
2024-04-15 11:01:55

you're welcome I hope that helps

deleted-U06AYDQ4WVA
2024-04-15 11:13:08

@Luke Fontaine i got one for you now haha

deleted-U06AYDQ4WVA
2024-04-15 11:14:10

I am trying to reconcile a report for Andy Rogers and this lead is showing in the dash but I cant find it at all in Lawruler Lead ID: 411993 Signed e-Sign FINAL Chowchilla - ACTS - Forman - Shield Legal
Saquila Osborne

deleted-U06AYDQ4WVA
2024-04-15 11:14:17

wondering how this could happen /

deleted-U06AYDQ4WVA
2024-04-15 11:15:28

nevermind i found it haha

Luke Fontaine (luke@shield-legal.com)
2024-04-15 11:16:19

haha I was just about to respond, This happened to me last week, I had to close out lawruler and reopen it

deleted-U06AYDQ4WVA
2024-04-15 11:24:25

so the case type name is different

deleted-U06AYDQ4WVA
2024-04-15 11:24:43

im wondering if it was changed in law ruler or the dash?

Luke Fontaine (luke@shield-legal.com)
2024-04-15 11:28:43

For Saquille? It looks like it was probably changed a couple of times in LawRuler, I have it in the dash as Chowchilla - ACTS - Forman - Shield Legal, but it looks like it started off as Chowchilla - ACTS - VAN - Shield Legal. in LawRuler

Luke Fontaine (luke@shield-legal.com)
2024-04-15 11:29:05

I'd probably keep it as Chowchilla - ACTS - Forman - Shield Legal, unless if there was a reason it was changed

deleted-U06AYDQ4WVA
2024-04-15 11:33:17

yea i need it to show up as acts forman but in lawruler it shows as just acts not forman or van

deleted-U06AYDQ4WVA
2024-04-15 11:57:31

ok so it was never under forman

deleted-U06AYDQ4WVA
2024-04-15 11:58:36

can you please change the case type to Chowchilla ACTS only without forman

deleted-U06AYDQ4WVA
2024-04-15 11:58:43

it was never under forman

Luke Fontaine (luke@shield-legal.com)
2024-04-15 11:59:41

Oh weird, I wonder how it ended up getting assigned under Forman. But yeah I’ll update to just chowchilla Acts

🙌:skin_tone_3: deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-04-15 14:35:26

@Luke Fontaine thank you and also I have some leads from hilliard that need to be removed from the tip dashboard

Luke Fontaine (luke@shield-legal.com)
2024-04-15 14:38:38

Yeah if you want to post them all here I’ll get them removed. Have they all been declined?

deleted-U06AYDQ4WVA
2024-04-15 16:00:21

they are in sent -esign or sent e-sign unsigned

deleted-U06AYDQ4WVA
2024-04-15 16:00:35

i put in an excel spreadsheet

Luke Fontaine (luke@shield-legal.com)
2024-04-15 16:01:27

ok sounds good, thanks Brianna!

deleted-U06AYDQ4WVA
2024-04-15 17:22:19

Lead ID: 447049 Raghda K Fakhouri Hair Relaxer - LevGold Law - IBEX - Shield Legal Signed & DECLINED can you please remove this one from the dash it is declined now

Luke Fontaine (luke@shield-legal.com)
2024-04-15 17:34:29

You don't have to worry about declines, I run a report and do them every morning

deleted-U06AYDQ4WVA
2024-04-15 17:34:38

oh okay perfect thank you

Luke Fontaine (luke@shield-legal.com)
2024-04-15 17:34:58

yeah of course, one less head ache to have to worry about

deleted-U06AYDQ4WVA
2024-04-15 17:55:55

i just got an update that we will not remove those sent e-sign unsigned from the dash anymore we are going to update it to the last status it was in lawruler or change it to like signed e-sign QA that ay it doesnt trigger an automation to the firm

Luke Fontaine (luke@shield-legal.com)
2024-04-15 17:57:07

Oh great. Are you able to pull what their previous status was?

deleted-U06AYDQ4WVA
2024-04-15 18:04:35

yes

deleted-U06AYDQ4WVA
2024-04-15 18:04:49

thats goin to be the easiest solution moving forward

Luke Fontaine (luke@shield-legal.com)
2024-04-18 11:29:44

hey, are you free for a quick huddle?

deleted-U06AYDQ4WVA
2024-04-18 11:34:48

Lead 355567 Michael King

deleted-U06AYDQ4WVA
2024-04-18 11:34:53

Billable declined by firm

deleted-U06AYDQ4WVA
2024-04-18 11:38:41

Billable Decline by Firm is a case the firm sent back because they didn't like it but they still end up paying for the contract since the file did technically meet criteria.

Signed & Declined is something we caught in house before it got to the firm.

Luke Fontaine (luke@shield-legal.com)
2024-04-23 11:41:15

hey @deleted-U06AYDQ4WVA do you have a few minutes for a huddle?

deleted-U06AYDQ4WVA
2024-04-23 11:45:22

hey i was just about to reach out to you haha yes i do i have another meeting in 15 minutes

deleted-U06AYDQ4WVA
2024-04-23 11:46:25

i cant hear you

Luke Fontaine (luke@shield-legal.com)
2024-04-23 11:46:30

I can hear you

Luke Fontaine (luke@shield-legal.com)
2024-04-23 11:47:10

Let me call you right back

deleted-U06AYDQ4WVA
2024-04-23 11:47:14

you can call me on my cell too

Luke Fontaine (luke@shield-legal.com)
2024-04-23 11:47:26

ok I'll just do that

deleted-U06AYDQ4WVA
2024-04-25 12:54:56

hey @Luke Fontaine are you still good to meet today if not we can reschedule i definitely understand

Luke Fontaine (luke@shield-legal.com)
2024-04-25 12:55:26

Hey @deleted-U06AYDQ4WVA yeah today still works, ill be hoping on in 5

🙌:skin_tone_3: deleted-U06AYDQ4WVA
❤️ deleted-U06AYDQ4WVA
deleted-U06AYDQ4WVA
2024-04-25 13:31:29

love how dennis didnt say a word

deleted-U06AYDQ4WVA
2024-04-25 13:31:36

not even thank you for your time haha

Luke Fontaine (luke@shield-legal.com)
2024-04-25 13:33:10

haha right! or hello. it was weird

Luke Fontaine (luke@shield-legal.com)
2024-04-25 13:33:32

is he just upset because he knows most of it's about him? ha

deleted-U06AYDQ4WVA
2024-04-25 13:38:56

probably

deleted-U06AYDQ4WVA
2024-04-25 13:39:42

i think everyone knows cause i was out on monday that things went hay wire

Luke Fontaine (luke@shield-legal.com)
2024-04-25 13:40:28

It KILLEd me when edward brought that up too haha

deleted-U06AYDQ4WVA
2024-04-25 13:44:39

I know haha he has been so busy automating everything he forgot how to do manual reports on Monday

deleted-U06AYDQ4WVA
2024-04-25 13:45:05

He’s like so when you say manual what exactly do you mean? Haha

Luke Fontaine (luke@shield-legal.com)
2024-04-25 13:46:00

haha oh I know I definitely heard it, and that's why I was trying to encourage him to do it more manually on mondays. Automations are great and can help with so much but they just dont get everything

deleted-U06AYDQ4WVA
2024-04-25 13:46:43

Yea I Couldnt agree more

deleted-U06AYDQ4WVA
2024-04-26 10:02:33

hey @Luke Fontaine im not going to lie im still not done with these reports. like Intuit Privacy Violations - Hilliard - Shield Legal is never matching and i dont know why

Luke Fontaine (luke@shield-legal.com)
2024-04-26 10:10:30

Hey, no worries take your time. It’s always better to have it done accurate than have it done fast. And ik it’s such a pain

deleted-U06AYDQ4WVA
2024-04-26 10:16:01

i wish you could see how crazy and frustrating this campaign is like i dont even know what is accurate anymore

deleted-U06AYDQ4WVA
2024-04-26 10:21:29

dennis said the tip dashboard is down

deleted-U06AYDQ4WVA
2024-04-26 10:22:21
image.png
Luke Fontaine (luke@shield-legal.com)
2024-04-26 10:25:50

yeah it is. unfortunately there's nothing we can do besides wait for google to fix the issue

deleted-U06AYDQ4WVA
2024-04-26 10:27:37

okie dokie

deleted-U06AYDQ4WVA
2024-04-26 13:33:57

i cant get hilliard to match

Luke Fontaine (luke@shield-legal.com)
2024-04-26 13:34:55

What’s going on? How many is it off by?

deleted-U06AYDQ4WVA
2024-04-26 13:35:11

it would be easier to share my screen honestly

Luke Fontaine (luke@shield-legal.com)
2024-04-26 13:35:30

Are the dates accurate? The dash would now be showing up to 4/25

Luke Fontaine (luke@shield-legal.com)
2024-04-26 13:35:39

Ok, I can hope on a call in 10

✅ deleted-U06AYDQ4WVA
Luke Fontaine (luke@shield-legal.com)
2024-04-26 13:41:20

ok I'm free now

Luke Fontaine (luke@shield-legal.com)
2024-04-26 13:55:10
Intuit All Time.csv
Luke Fontaine (luke@shield-legal.com)
2024-04-26 13:58:58

186513

deleted-U06AYDQ4WVA
2024-04-26 14:02:11

69400

deleted-U06AYDQ4WVA
2024-04-29 13:54:38

good morning ! we are almost done with the errors from the dash

deleted-U06AYDQ4WVA
2024-04-29 13:54:47

i put them all in the spreadsheet we made

Luke Fontaine (luke@shield-legal.com)
2024-04-29 14:01:50

Amazing! Thank you, just ping me when they're all in there and I'll go in and make updates. It looks like a bulk of them are test leads, I'm more than likely just going to delete them all together

deleted-U06AYDQ4WVA
2024-04-29 14:35:35

Yes exactly

deleted-U06AYDQ4WVA
2024-04-29 14:59:47

okay spreadsheet is ready dennis added one more

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:06:53

Perfect, thank you! I’ll dig in and get those taking care of in a bit

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:07:04

How do you feel like this method of doing the status changes went?

deleted-U06AYDQ4WVA
2024-04-29 15:10:47

I love it

deleted-U06AYDQ4WVA
2024-04-29 15:10:50

I think it went well

deleted-U06AYDQ4WVA
2024-04-29 15:11:07

Dennis tried to go back to his old ways and send them in a message to ryan of all people I said please unsent that

deleted-U06AYDQ4WVA
2024-04-29 15:11:10

Haha and he did

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:12:01

What? Why Ryan? Feels very unmindy

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:12:04

And thank you!!

deleted-U06AYDQ4WVA
2024-04-29 15:17:29

Yea he’s like I don’t want to bug Luke I’m like ryan is just as busy if not more than Luke

deleted-U06AYDQ4WVA
2024-04-29 15:17:42

I’m like let’s send all the corrections at once not separate

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:19:56

so lets go to the CEO?! :facepalm::skintone_4: haha. thank you for stepping in. I just can't

deleted-U06AYDQ4WVA
2024-04-29 15:20:41

Right?! I don’t think he understands ryan is the CEO

deleted-U06AYDQ4WVA
2024-04-29 15:20:59

CEO for brandlytics right?

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:22:32

Yeah exactly, he's the CEO for Brandlytics, and the Chief Analytics Officer for Shield A lot about that is weird, it sounds like he might think I'm higher up than what I am, haha, but at the same time he'll post things in the general channels that are pretty underminding of me

deleted-U06AYDQ4WVA
2024-04-29 15:24:29

Yea I’m not sure he understands who reports to who and how everything works

deleted-U06AYDQ4WVA
2024-04-29 15:24:36

I will try to map it out for him

deleted-U06AYDQ4WVA
2024-04-29 15:24:43

But also it shows in slack

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:26:30

And I think in ADP too if that's the payroll software still being used

deleted-U06AYDQ4WVA
2024-04-29 15:27:22

For now it is yes

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:29:25

yeah I think there's a flowchart in there how that shows whos everyone direct supervisor is

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:30:00

also, I just finished making those updates, that was so much easier on my end, really appreciate you guys adapting to this style

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:30:20

and, before I forget, for a heads up I'm going to be out of office on Friday

deleted-U06AYDQ4WVA
2024-04-29 15:32:08

Thank you for suggesting the change

deleted-U06AYDQ4WVA
2024-04-29 15:32:49

Okay good to know will you be back Monday

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:33:55

Yeah I'll be back on Monday, and working until 4pm on Thursday

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:34:38

Friday is when were having my aunts funeral, so I'm not planning on even looking at my slack at all that day

deleted-U06AYDQ4WVA
2024-04-29 15:36:21

Yea definitely don’t you need family time

Luke Fontaine (luke@shield-legal.com)
2024-04-29 15:38:39

absolutely

deleted-U06AYDQ4WVA
2024-04-30 15:28:17

You want us to include all those columns ? Going to confuse brian even more

deleted-U06AYDQ4WVA
2024-04-30 15:28:28

We only include the columns that matter for accounting

Luke Fontaine (luke@shield-legal.com)
2024-04-30 15:29:58

Yes please, I need them to be able to update expenses on my end

deleted-U06AYDQ4WVA
2024-04-30 15:51:22

we were told to only include columns that are "billable"

Luke Fontaine (luke@shield-legal.com)
2024-04-30 15:54:19

I think the only section that was missing was PD transfers which should also be billable, but most of the issue with the last two reports was the formatting, and it doesn’t look like the information that was included in it was accurate

deleted-U06AYDQ4WVA
2024-04-30 15:54:57

ok i helped him correct it and should be better moving forward

Luke Fontaine (luke@shield-legal.com)
2024-04-30 15:55:20

Thank you! As always, you’re amazing!

deleted-U06AYDQ4WVA
2024-05-01 11:21:50

@Luke Fontaine are you available for a quick call at 10am?

deleted-U06AYDQ4WVA
2024-05-01 11:22:16

need help with this invoicing with connex reports and getting brian on the same page with everyone

Luke Fontaine (luke@shield-legal.com)
2024-05-01 11:24:33

Yeah of course

deleted-U06AYDQ4WVA
2024-05-01 11:26:27

nice i will send invite

deleted-U06AYDQ4WVA
2024-05-01 11:26:28

thank you

Luke Fontaine (luke@shield-legal.com)
2024-05-01 11:41:31

Hey @deleted-U06AYDQ4WVA I just saw the invite, I thought it would be a smaller call with just you or another TIP person, For this size, and I would probably anticipate that there are going to be more specific questions I think it's best if Ryan was in and leading the call

deleted-U06AYDQ4WVA
2024-05-01 11:43:21

haha yes its turned into a lot of people

deleted-U06AYDQ4WVA
2024-05-01 11:43:34

i love ryan but sometimes he is overbearing and takes over the call

Luke Fontaine (luke@shield-legal.com)
2024-05-01 11:44:52

Haha Yeah I was a little surprised I completely understand

deleted-U06AYDQ4WVA
2024-05-01 11:45:06

and you are easier to understand haha ryan talks in jargon no one but you and nick understand

deleted-U06AYDQ4WVA
2024-05-01 11:45:20

but if you think its best i will invite him

Luke Fontaine (luke@shield-legal.com)
2024-05-01 11:45:53

I just don't do a lot of the foundation work on these types of items, more of the back end with how it connects to softwares and compiles, so I just don't know if I can answer all of the items

Luke Fontaine (luke@shield-legal.com)
2024-05-01 11:46:14

Would you mind calling me really quick?

deleted-U06AYDQ4WVA
2024-05-01 11:46:37

yes i will call on your cell

Luke Fontaine (luke@shield-legal.com)
2024-05-01 14:04:14

Hey @deleted-U06AYDQ4WVA the reports look great! did you mean to send a different format for 4/22-4/28?

deleted-U06AYDQ4WVA
2024-05-01 14:35:59

I think Dennis did that one

deleted-U06AYDQ4WVA
2024-05-01 14:36:06

I’m glad you like them

Luke Fontaine (luke@shield-legal.com)
2024-05-01 14:38:14

Of course he did the worst one that’s not even close like the rest 🤦‍♂️:skintone4:

Luke Fontaine (luke@shield-legal.com)
2024-05-01 14:38:21

Yeah they look great otherwise!

deleted-U06AYDQ4WVA
2024-05-01 14:41:23

I will fix his haha

deleted-U06AYDQ4WVA
2024-05-01 14:41:42

At least I have some job security

😂 Luke Fontaine
Luke Fontaine (luke@shield-legal.com)
2024-05-01 14:43:48

Haha seriously!

Luke Fontaine (luke@shield-legal.com)
2024-05-01 14:44:08

If they ever let you go they’re losing two people that day, I’m not doing this without you ha

deleted-U06AYDQ4WVA
2024-05-01 14:52:20

aww you are so sweet

deleted-U06AYDQ4WVA
2024-05-01 15:18:34

deleted-U06AYDQ4WVA
2024-05-01 15:19:11

ok that is updated one

Luke Fontaine (luke@shield-legal.com)
2024-05-01 15:28:30

that's perfect! thank you!!

Luke Fontaine (luke@shield-legal.com)
2024-05-01 15:33:52

it does look like it is just missing one column, BCL Phone Transfers, if you have it you can just post it on here

deleted-U06AYDQ4WVA
2024-05-01 15:38:53

shoot yes

deleted-U06AYDQ4WVA
2024-05-01 15:40:30

i added it to the report

deleted-U06AYDQ4WVA
2024-05-01 15:40:39

BCL Phone Transfer

13:17:00

Luke Fontaine (luke@shield-legal.com)
2024-05-01 15:42:52

awesome, thank you again

deleted-U06AYDQ4WVA
2024-05-02 14:22:47

368201 339504 373886 374556 491266 314898 493344

deleted-U06AYDQ4WVA
2024-05-02 14:41:43

so its not 6 there was an error on our end only 2 need to be looked at 493344 - Camp Lejeune Flatirons 374556 - Navy Federal Credit Union

deleted-U06AYDQ4WVA
2024-05-02 14:41:54

we can talk later i know you are in a meeting and im going to lunch at 1

Luke Fontaine (luke@shield-legal.com)
2024-05-02 14:43:04

Ok, i should be free around 2:30 I’ll take a look then and see what’s going on, but Ik Navy fereal is a BLX campaign

Luke Fontaine (luke@shield-legal.com)
2024-05-02 14:43:10

What was the error that happened?

deleted-U06AYDQ4WVA
2024-05-02 14:44:24

Navy Federal has a signed contract so we do have to count it unfortunately it was in case review - phone transfer before but now it is in e-sign final

Luke Fontaine (luke@shield-legal.com)
2024-05-02 16:13:45

Hey, just got out of my meeting, had a chance to quickly look at these leads 493344 - Camp Lejeune Flatirons; this one was declined this morning after I had done financials, I'll go back and decline it 374556 - Navy Federal Credit Union; this one is in the dash with a sign date of 1/16

deleted-U06AYDQ4WVA
2024-05-02 16:44:31

i will look into the navy federal one with anthony in a moment

deleted-U06AYDQ4WVA
2024-05-20 10:50:58

@Luke Fontaine good morning hope you had a great weekend

deleted-U06AYDQ4WVA
2024-05-20 10:51:15

do you know any updates on the dashboard coming back up ?

Luke Fontaine (luke@shield-legal.com)
2024-05-20 10:56:51

Hi Brianna, hope you had a good weekend as well! I don't unfortunately it's a google issue, there's not much we can do until they resolve the issue

deleted-U06AYDQ4WVA
2024-05-20 10:58:39

oh fun

Luke Fontaine (luke@shield-legal.com)
2024-05-28 12:18:57

Hey, hope you had a great long weekend! I'm doing some reconciliations, and the dashboards just seem really off from each other. Was there any time of change that happened in the last couple of days on the TIP side

deleted-U06AYDQ4WVA
2024-05-28 12:36:20

not that i know of i have been a little dettached from that whole thing honestly

deleted-U06AYDQ4WVA
2024-05-28 12:36:27

hope you had a great weekend as well

Luke Fontaine (luke@shield-legal.com)
2024-05-28 16:17:36

I don't blame you at all for stepping away from it. Haha Yeah it was really nice, good to take a little more time to unplug a bit

deleted-U06AYDQ4WVA
2024-06-10 12:39:12

hey happy monday hope your weekend was grat!

deleted-U06AYDQ4WVA
2024-06-10 12:39:33

i meant to tell you the good news!! I got promoted to Account Service Agent Supervisor !!

🙌:skin_tone_4: Luke Fontaine
deleted-U06AYDQ4WVA
2024-06-10 12:40:13

so I will no longer be involved in the reporting side of things. However I will always be here to talk with you !

Luke Fontaine (luke@shield-legal.com)
2024-06-10 12:42:03

Bri that's amazing!!!! and so deserved!!! congrats!

Luke Fontaine (luke@shield-legal.com)
2024-06-10 12:42:51

and thank you I appreciate that, I might need a vent sess soon haha. I might also be going out to the vegas office for quarterly visits soon, if I do we need to grab lunch or something

deleted-U06AYDQ4WVA
2024-06-10 13:24:02

omg i would love to get lunch with you!!

deleted-U06AYDQ4WVA
2024-06-10 13:24:12

thank you so much and yes anytime seriously please call !

Luke Fontaine (luke@shield-legal.com)
2024-06-19 16:54:38

girl... you around? I need to spill

deleted-U06AYDQ4WVA
2024-06-19 16:57:49

yes give me a call

Luke Fontaine (luke@shield-legal.com)
2024-06-19 16:58:03

whats your number again?

deleted-U06AYDQ4WVA
2024-06-19 16:58:12

oh wow haha

deleted-U06AYDQ4WVA
2024-06-19 16:58:15

7025406552