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@Greg Owen Levinson SJ-AFFF- 0 on all the campaign count status, Makarem-AFFF- 0 on all the campaign count status, Walsh-Ozempic- Signed e-Sign Final: 3, Signed e-Sign: 1

Greg Owen (gregowen@shield-legal.com)

2024-04-22 11:42:29

That cant be right on any of them. Levinson should be in the 20s, Makarem should be in the 220s and Walsh should be in the 30s. Is Brianna out today?

deleted-U06N28XTLE7

2024-04-22 11:43:51

she is out today, let me get with brittany, and I will recheck

deleted-U06N28XTLE7

2024-04-22 11:52:53

@Greg Owen Levinson SJ-AFFF- Signed e-Sign Final: 27, Signed e-Sign Flagged: 1, Signed e-Sign: 1,

Makarem-AFFF- Signed e-Sign Final: 214, Signed e-Sign QA WIP: 1, Signed e-Sign QA: 1,

Walsh-Ozempic- Signed e-Sign Final: 31, Signed e-Sign In process: 1

deleted-U06N28XTLE7

2024-04-22 11:56:46

Sorry about that it had been awhile , I forgot to go further back on the date part.

Greg Owen (gregowen@shield-legal.com)

2024-04-22 11:57:38

Ok, thank you. We are close on all 3 of these. Here are the caps for the 3 Levinson AFFF: 33 Makarem AFFF: 227 Walsh Ozempic: 36

deleted-U06N28XTLE7

2024-04-22 11:58:06

I will keep on these today and let you know when we are nearing cap

Greg Owen (gregowen@shield-legal.com)

2024-04-22 12:05:10

Thanks Dennis

deleted-U06N28XTLE7

2024-04-22 12:05:24

you are welcome

deleted-U06N28XTLE7

2024-04-22 14:07:09

@Greg Owen update: Walsh-Ozempic- Signed e-Sign Final: 33, Signed e-Sign In process: 1, Signed e-Sign: 1

Greg Owen (gregowen@shield-legal.com)

2024-05-13 14:05:24

Can you get me a count for Morris/BG AFFF please

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deleted-U06N28XTLE7

2024-05-13 14:13:05

there is 48 in Signed e-sign Final and 1 in Signed e-Sign QA WIP

Greg Owen (gregowen@shield-legal.com)

2024-05-13 14:16:44

Thank you. The cap is 52

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deleted-U06N28XTLE7

2024-06-17 14:02:13

@Greg Owen is Aiken the same as AFK for AFFF?

Greg Owen (gregowen@shield-legal.com)

2024-06-17 14:04:16

yes. AFK is Aiken Farrell Kroloff

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Greg Owen (gregowen@shield-legal.com)

2024-07-30 16:55:28

Can you run me a report for Ibrahim - AFFF. All time, all fields with all injuries/diagnosis.

deleted-U06N28XTLE7

2024-07-30 17:04:03

give me a few minutes

deleted-U06N28XTLE7

2024-07-30 17:06:14

do you want only signed contract statuses?

Greg Owen (gregowen@shield-legal.com)

2024-07-30 17:08:14

yes

deleted-U06N28XTLE7

2024-07-30 17:22:43

@Greg Owen here is the report that you requested :

Firefighting-foam-Ibrahim_Law_firm-ELG-Shield_Legal-07.30.24-Custom Report-2024-07-30.xlsx

Greg Owen (gregowen@shield-legal.com)

2024-07-30 17:55:18

Thanks Dennis

deleted-U06N28XTLE7

2024-07-30 18:00:28

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-08-08 15:22:06

Can you tell me if this Ozempic lead got reassigned: LP - LP - 496 - 1375 Paramjit Singh - S1:PL-TikTokMB-CPCMP-OZSQ01

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deleted-U06N28XTLE7

2024-08-08 15:37:03

That Ozempic lead is still currently under LP-LP

Greg Owen (gregowen@shield-legal.com)

2024-08-08 15:37:42

ok, thank you

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Greg Owen (gregowen@shield-legal.com)

2024-08-29 17:12:40

@deleted-U06N28XTLE7 Can you tell me if these two IL Juv Hall leads got re-assigned and if so, where?

BG - WAL - 498 - 1427 Glenn Skelton - S1:PL-FacebookMB-MLreply_08

BG - WAL - 498 - 1427 Lamont Williams - S1:PL-FBMB-CPCMP-IL_28.3ST

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deleted-U06N28XTLE7

2024-08-29 17:14:44

@Greg Owen these both got transferred to BG-M&W

Greg Owen (gregowen@shield-legal.com)

2024-08-29 17:14:57

thank you

deleted-U06N28XTLE7

2024-08-29 17:15:02

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-03 17:19:17

@deleted-U06N28XTLE7 can you run me a report for HME - Dachtal with all fields, everything singed and not signed with pivot tables, please. This is for Andy.

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deleted-U06N28XTLE7

2024-09-03 17:31:55

@Greg Owen here is the report you requested.

Dacthal-HME-HME-Shield_Legal-All Signed and Non-Signed Clients Through 09.03.24.xlsx

Greg Owen (gregowen@shield-legal.com)

2024-09-03 17:34:29

perfect, thank you

deleted-U06N28XTLE7

2024-09-03 17:34:41

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-05 12:25:55

can you tell me where this AFFF lead got re-assigned?

TIP Signed Contracts Alert [10:10 AM] BG - M - 498 - 1456 Troy Trotter - S1:PL-TiktokMB-JACMP-AFFFShortForm011

Greg Owen (gregowen@shield-legal.com)

2024-09-11 15:28:36

@deleted-U06N28XTLE7 can you tell me where this IL Juv Hall lead got re-assigned: DL - FI - 439 - 1415 Michael Alley - S1:PL-FBMB-CPCMP-IL_28.3ST

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deleted-U06N28XTLE7

2024-09-11 15:30:06

@Greg Owen changed from Illinois Juv Hall Abuse - DL - Flatirons - Shield Legal to Illinois Juv Hall Abuse - DL/BG - Flatirons - Shield Legal

Greg Owen (gregowen@shield-legal.com)

2024-09-12 17:16:15

@deleted-U06N28XTLE7 can you tell me if these Asbestos leads got re-assigned:

VGL - VGL - 554 - 1552 Jacki Woods - S1:PL-FacebookMB-JACMP-021vddyn_ADG-brstex5

VGL - VGL - 554 - 1552 James Bell - S1:PL-FacebookMB-JACMP-008_ADG-brstex5-02

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deleted-U06N28XTLE7

2024-09-12 17:20:02

@Greg Owen both have changed from Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal to Asbestos - BG - Levinson - Shield Legal

Greg Owen (gregowen@shield-legal.com)

2024-09-12 17:22:28

Awesome, thank you.

deleted-U06N28XTLE7

2024-09-12 17:22:39

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-18 11:37:17

@deleted-U06N28XTLE7 can you tell me where this IL lead got re- assigned:

BG - WAL - 498 - 1427 Anthony Fournier - S1:PL-FBMB-CPCMP-IL_29ST

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deleted-U06N28XTLE7

2024-09-18 11:38:42

@Greg Owen changed from Illinois Juvenile Hall Abuse - BG - Walsh (TIP) - Shield Legal to Illinois Juv Hall Abuse TV - BG - M&W - Shield Legal

Greg Owen (gregowen@shield-legal.com)

2024-09-18 11:39:05

thank you

Greg Owen (gregowen@shield-legal.com)

2024-09-19 16:05:05

can you tell me where this lead got re-assigned: BAY - ELG - 544 - 1511 Tanisha Johnson-shumate - S1:PL-FacebookMB-MLtest

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deleted-U06N28XTLE7

2024-09-19 16:06:18

changed from PFAS Water Contamination - Baypoint - ELG - Shield Legal to PFAS - Levinson (TC/MC) - ELG - Shield Legal

Greg Owen (gregowen@shield-legal.com)

2024-09-19 16:07:31

thank you

deleted-U06N28XTLE7

2024-09-19 16:17:20

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-24 10:09:34

@deleted-U06N28XTLE7 can you send me a report for Burg Simpson - Liquid Destroyed Embryos? Same as you do for the Monday reports. This one will need to be added to regular monday reports also.

Greg Owen (gregowen@shield-legal.com)

2024-09-24 10:10:01

@deleted-U06N28XTLE7 Nevermind. It is already on there. I'm a dummy and missed it 😞

deleted-U06N28XTLE7

2024-09-24 10:20:50

no worries

Greg Owen (gregowen@shield-legal.com)

2024-09-24 10:42:49

ok, this time i'm sure i need one added and sent over to me...Ghozland/BG - New Hampshire YDC Abuse.

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deleted-U06N28XTLE7

2024-09-24 11:06:39

@Greg Owen here is the file you requested:

New_Hampshire-YDC-Abuse-BG-Ghozland-Shield_Legal-All Fields All Time Through 09.23.24.xlsx

Greg Owen (gregowen@shield-legal.com)

2024-09-24 11:09:03

thank you

deleted-U06N28XTLE7

2024-09-24 11:14:32

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-24 12:45:32

Can you send me 1 more and add them to the monday list also, please. Goldwater/Miller - CA Juv Hall.

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deleted-U06N28XTLE7

2024-09-24 13:16:02

@Greg Owen here is the second file you requested , also its going to be off by 1 compared to the billable dashboard because Lead# 595255 just went Signed & Declined today

deleted-U06N28XTLE7

2024-09-24 13:16:20

CA-Juvenile-Hall-Abuse-Miller-Goldwater-Shield_Legal-All Fields All Time Through 09.23.24.xlsx

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Greg Owen (gregowen@shield-legal.com)

2024-09-24 15:05:41

Got it, thanks Dennis

Greg Owen (gregowen@shield-legal.com)

2024-09-24 17:29:45

Can you do a dashboard/lawruler reconciliation for Flatirons - Chowchilla.

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deleted-U06N28XTLE7

2024-09-24 17:41:06

@Greg Owen here is the chowchilla/flatirons report through end of business day yesterday and it matches the dashboard

Chowchilla-ACTSDL-Flatirons-Shield_Legal-All Fields All Time Through 09.23.24.xlsx

Greg Owen (gregowen@shield-legal.com)

2024-09-24 18:04:04

thanks dennis

Greg Owen (gregowen@shield-legal.com)

2024-09-24 18:05:49

strange that i ran a count in lawruler it was coming up with only 53. i even re-did it with Ryan watching me and it came back at 53 again. neither one of us could figure out why.

deleted-U06N28XTLE7

2024-09-24 18:08:39

its probably because you have to also include Signed e-Sign FINAL-SENT status as well now besides the other Signed e-Sign statuses for all ACTS Intake related cases

Greg Owen (gregowen@shield-legal.com)

2024-09-24 18:10:18

that is probably it. i didn't know that, but will definitely add that status going forward

Greg Owen (gregowen@shield-legal.com)

2024-09-24 18:10:44

can we make a couple more statuses? lol

deleted-U06N28XTLE7

2024-09-24 18:12:51

No worries, I know right, it's something actually that ACTS requested because they only wanted to know about 100% final clients and have to worry about a client going back through WIP or flagged after going final

Greg Owen (gregowen@shield-legal.com)

2024-09-25 15:07:37

Can you tell me where this Maryland Juv Abuse lead was assigned: DL - FI - 439 - 1417 Drewquan Gadson - S1:PL-FacebookMB-ML402_lumen

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deleted-U06N28XTLE7

2024-09-25 15:09:17

Drewquan Gadson|MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal|Signed e-Sign House Flag

Greg Owen (gregowen@shield-legal.com)

2024-09-25 15:09:47

thank you

deleted-U06N28XTLE7

2024-09-25 15:09:58

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-26 12:15:09

@deleted-U06N28XTLE7 can you tell me where these to IL Juv Hall leads got re-assigned: BG - WAL - 498 - 1427 dennis byrd - S1:PL-FacebookMB-JACMP-0124vdyn BG - WAL - 498 - 1427 Michelle Kennedy - S1:PL-FacebookMB-JACMP-716VD001

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deleted-U06N28XTLE7

2024-09-26 12:23:54

@Greg Owen Dennis byrd: changed from Illinois Juvenile Hall Abuse - BG - Walsh (TIP) - Shield Legal to Illinois Juvenile Hall Abuse - BG - Meirowitz & Wasserberg (TIP) - Shield Legal

Michelle Kennedy: changed from Illinois Juvenile Hall Abuse - BG - Walsh (TIP) - Shield Legal to Illinois Juvenile Hall Abuse - BG - Forman (TIP) - Shield Legal

Greg Owen (gregowen@shield-legal.com)

2024-09-26 12:25:13

thank you

deleted-U06N28XTLE7

2024-09-26 12:28:24

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-09-26 13:49:33

how about this one: BG - WAL - 498 - 1427 Bradford Jessie watson - S1:PL-FBMB-CPCMP-IL_28.3ST

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deleted-U06N28XTLE7

2024-09-26 13:55:33

changed from Illinois Juvenile Hall Abuse - BG - Walsh (TIP) - Shield Legal to Illinois Juvenile Hall Abuse - BG - Forman (TIP) - Shield Legal

Greg Owen (gregowen@shield-legal.com)

2024-10-07 12:32:55

@deleted-U06N28XTLE7 when we have new campaigns that we need added to the monday reports, do you want me to let you know or do you have a system in place already to make sure they get included?

deleted-U06N28XTLE7

2024-10-07 12:33:54

you can add it to this google sheet :

https://docs.google.com/spreadsheets/d/1rJ7DtP0C4HpXZYwWRyG5p1Nc06G0MliM/edit?usp=sharing&ouid=109213191256954320225&rtpof=true&sd=true

Greg Owen (gregowen@shield-legal.com)

2024-10-07 12:34:43

Thanks, will do

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Greg Owen (gregowen@shield-legal.com)

2024-10-07 12:46:36

I added 4 to the bottom of the list. 3 of them don't have LR layouts yet and one is a restart of an older campaign.

deleted-U06N28XTLE7

2024-10-07 12:46:49

ok sounds good

Greg Owen (gregowen@shield-legal.com)

2024-10-08 10:10:25

Can you do the reports for the new ones i added to the list yesterday? I highlighted them in yellow. A couple of them wont have any data yet (Banafshe and Flanagan).

deleted-U06N28XTLE7

2024-10-08 10:10:44

Greg Owen (gregowen@shield-legal.com)

2024-10-08 10:11:13

Thanks Dennis

deleted-U06N28XTLE7

2024-10-08 10:43:04

@Greg Owen i have added them to the rest of the monday reports google shared folder

https://drive.google.com/drive/folders/1qGyuetOgD5m6U188Nfx_e5muU1QMeTCa?usp=sharing

Greg Owen (gregowen@shield-legal.com)

2024-10-08 10:45:52

Thank you

deleted-U06N28XTLE7

2024-10-08 10:47:34

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-10-18 17:19:23

@deleted-U06N28XTLE7 can you tell me if this lead got reassigned: ACTS - VAN - 492 - 1065 armstrong matthew - S1:PL-TikTokMB-CPCMP-CaJuv_Form10

Greg Owen (gregowen@shield-legal.com)

2024-11-05 12:38:25

@deleted-U06N28XTLE7 The Firefighting Foam - Van/Nations/Levinson report from yesterday is showing 26 Signed e-signed Final but the customer dashboard is only showing 24.

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deleted-U06N28XTLE7

2024-11-05 12:46:53

@Greg Owen the 26 finals is correct, not sure which dashboard you are looking at.

Greg Owen (gregowen@shield-legal.com)

2024-11-05 12:55:31

Ok, thanks you. The customer dashboard (Looker Studio) is only showing the 24. I will get with Ryan and have him look into it. Thanks

Greg Owen (gregowen@shield-legal.com)

2024-11-05 12:55:55

Also, i have added a few more to the google sheet for the reports I need on monday

Greg Owen (gregowen@shield-legal.com)

2024-11-05 12:56:18

Everything highlighted in yellow I will need starting next monday

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deleted-U06N28XTLE7

2024-11-05 12:56:20

you are welcome, because the billable dashboard I can see, shows 26 as well,

deleted-U06N28XTLE7

2024-11-05 12:57:47

image.png

Greg Owen (gregowen@shield-legal.com)

2024-11-14 16:48:02

@deleted-U06N28XTLE7 Can you send me a report with all fields, all time with pivot table for statuses and diagnosis for LegaFi - NEC Baby Formula.

deleted-U06N28XTLE7

2024-11-14 16:50:39

@Greg Owen do you want me to include today's as well or EOD yesterday?

Greg Owen (gregowen@shield-legal.com)

2024-11-14 16:51:54

today please

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deleted-U06N28XTLE7

2024-11-14 17:02:52

@Greg Owen here is the report you requested

NEC-Baby-Formula-LegaFi-LegaFi-Shield_Legal-All Fields All Time including 11.14.24.xlsx

Greg Owen (gregowen@shield-legal.com)

2024-11-14 17:03:06

thanks @deleted-U06N28XTLE7

deleted-U06N28XTLE7

2024-11-14 17:03:15

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-11-15 16:39:58

@deleted-U06N28XTLE7 can you tell me where this CA Juv Hall lead got transferred: MA - OND - 500 - 1560 Markalle Ray - S1:PL-FacebookMB-JACMP-711001_ADG-lpjhallcal

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deleted-U06N28XTLE7

2024-11-15 16:41:16

it was moved to the CA-Juv-Hall-Abuse-Miller-Woods-shield legal

Greg Owen (gregowen@shield-legal.com)

2024-11-20 09:49:29

@deleted-U06N28XTLE7 Can i get a spreadsheet, will separate tabs for each different partner law firm, all time, and all fields, for all Ghozland - AFFF cases? We need this ASAP please

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deleted-U06N28XTLE7

2024-11-20 09:55:29

there looks like there is only two case types connected to ghozland AFFF

Greg Owen (gregowen@shield-legal.com)

2024-11-20 09:57:13

yeah, that should be correct

deleted-U06N28XTLE7

2024-11-20 09:57:26

ok sounds good, I am working on it now

deleted-U06N28XTLE7

2024-11-20 10:04:06

@Greg Owen

Greg Owen (gregowen@shield-legal.com)

2024-11-20 10:04:14

Thank you Dennis

deleted-U06N28XTLE7

2024-11-20 10:04:21

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-12-03 12:29:29

@deleted-U06N28XTLE7 can you run me a quick report for BG/Bowersox - NH YDC. All time with pivot table like you do for the Monday reports

deleted-U06N28XTLE7

2024-12-03 12:30:01

sure can

deleted-U06N28XTLE7

2024-12-03 12:42:04

@Greg Owen .

Greg Owen (gregowen@shield-legal.com)

2024-12-03 12:44:58

thank you

deleted-U06N28XTLE7

2024-12-03 12:45:06

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-12-10 11:50:17

@deleted-U06N28XTLE7 can you run me a "monday" report for ACTS/Banafshe - Chowchilla and also add it to our list going forward?

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deleted-U06N28XTLE7

2024-12-10 12:02:53

@Greg Owen W6CfoSOPR/edit?usp=sharing&ouid=109213191256954320225&rtpof=true&sd=true|here is the report you requested>.

Greg Owen (gregowen@shield-legal.com)

2024-12-10 12:33:52

Thank you

deleted-U06N28XTLE7

2024-12-10 12:35:38

you are welcome

Greg Owen (gregowen@shield-legal.com)

2024-12-16 11:57:16

@deleted-U06N28XTLE7 can you run a report for ALL Bowersox campaigns, all time, all fields, with separate tabs for each campaign. This is for Andy.

Greg Owen (gregowen@shield-legal.com)

2024-12-17 12:17:30

@deleted-U06N28XTLE7 can you run me a monday report for ACTS/Banafshe - Chowchilla. Looks like it didn't get added to the weekly list from last week.

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deleted-U06N28XTLE7

2024-12-17 12:29:53

@Greg Owen I have added the file into the same folder I shared yesterday

Greg Owen (gregowen@shield-legal.com)

2024-12-17 12:34:23

Thank you

Greg Owen (gregowen@shield-legal.com)

2024-12-17 12:50:25

@deleted-U06N28XTLE7 one more, can you also do one for AWKO/Bradley/Grombacher - Gaming Addicition 2

deleted-U06N28XTLE7

2024-12-17 13:07:44

@Greg Owen here is the report that you requested https://docs.google.com/spreadsheets/d/1qjRkxNNwKGd11Zs3140U1SFaL_mHeIGW/edit?usp=sharing&ouid=109213191256954320225&rtpof=true&sd=true

Greg Owen (gregowen@shield-legal.com)

2024-12-20 15:59:04

@deleted-U06N28XTLE7 Can you send me a report, all time, all fields for ACTS/Ghozland - CA Juv Hall. Its an old campaign from 2022

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deleted-U06N28XTLE7

2024-12-20 16:12:41

@Greg Owen UGLV2-nz2izXnWOPp/edit?usp=sharing&ouid=109213191256954320225&rtpof=true&sd=true|here is the report you requested>.

Greg Owen (gregowen@shield-legal.com)

2024-12-20 16:43:54

thank you @deleted-U06N28XTLE7

deleted-U06N28XTLE7

2024-12-20 16:44:11

@Greg Owen you are welcome

Greg Owen (gregowen@shield-legal.com)

2025-01-28 11:11:41

@deleted-U06N28XTLE7 can you run and add these to the monday list please: LegaFi/Wagstaff - Paraquat, Meadow/Wagstaff - Paraquat, ELG/Sandra Neuman - AFFF