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deleted-U06N28XTLE7

2024-03-25 18:36:19

@Luke Fontaine The tip dashboard and shield legal dashboard is off by 1

deleted-U06N28XTLE7

2024-03-25 18:36:33

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Luke Fontaine (luke@shield-legal.com)

2024-03-25 18:49:32

@deleted-U06N28XTLE7 Thanks for reaching out, I think it's pulling a signed esigned from today into the dash, but lookers hasn't been running well today so I'll have to reconcile it tomorrow

deleted-U06N28XTLE7

2024-03-25 18:50:27

@Luke Fontaine ok sounds good , thank you

deleted-U06N28XTLE7

2024-03-29 18:05:55

@Luke Fontaine The tip dashboard and shield legal dashboard is off by 2 :

image.png

deleted-U06N28XTLE7

2024-04-02 18:22:44

@Luke Fontaine The tip dashboard and shield legal dashboard is off by 2 :

image.png

Luke Fontaine (luke@shield-legal.com)

2024-04-02 18:24:36

Someone submitted test leads for today causing tip to be over two.

deleted-U06N28XTLE7

2024-04-02 18:25:02

ok sounds good, thank you

deleted-U06N28XTLE7

2024-04-02 18:26:57

do you want me to still post it in admin-tip-invoicing and notate why it is off by two or wait until it is fixed

Luke Fontaine (luke@shield-legal.com)

2024-04-02 18:29:52

yeah still post it and make the note about the test leads

deleted-U06N28XTLE7

2024-04-03 18:03:18

@Luke Fontaine The tip dashboard and shield legal dashboard is off by 1:

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Luke Fontaine (luke@shield-legal.com)

2024-04-03 18:05:17

another test lead, its been removed

deleted-U06N28XTLE7

2024-04-03 18:19:33

sounds thank you

deleted-U06N28XTLE7

2024-04-15 13:07:20

@Luke Fontaine There is these two lead #s that are test leads but the statuses are coming up as billable statuses still, I noticed this while doing the monday reports this morning: 471577 and 419839

Luke Fontaine (luke@shield-legal.com)

2024-04-15 13:19:43

Good catch Dennis, I have removed them

deleted-U06N28XTLE7

2024-04-15 17:35:24

@Luke Fontaine I have 4 lead #'s that have changed statuses from billed to non-billed and it now doesn't match the billable leads all time dashboard, I noticed this while doing reports for cameron. 398827,443967,447496, & 470680.

Luke Fontaine (luke@shield-legal.com)

2024-04-15 17:37:21

hey @deleted-U06N28XTLE7 what are their exact statuses suppose to be?

deleted-U06N28XTLE7

2024-04-15 18:02:09

nevermind I got with brittany and we figured it out

deleted-U06N28XTLE7

2024-04-15 19:36:03

@Luke Fontaine Hi the following lead #'s need to be removed from the Billiable leads all time dashboard because these are now Signed-Declined status: 456969,473190,47343. And the following leads need to be added into the billiable leads all time dashboard because these are Signed e-Sign-Billiable Declined by firm status: 353710, 348414,348059,347500.

deleted-U06N28XTLE7

2024-04-22 13:51:15

@Luke Fontaine can you please add the following lead #s 369484 and 353837 into the billiable dashboard.

Luke Fontaine (luke@shield-legal.com)

2024-04-22 13:53:02

@deleted-U06N28XTLE7 I need a more specific status. Signed & final or e signed billable declined

deleted-U06N28XTLE7

2024-04-22 14:03:05

it should be E-signed Billable declined on both

deleted-U06N28XTLE7

2024-04-22 18:56:14

@Luke Fontaine lead # 69400 needs to be added into the dashboard under the Signed e-Sign QA status please.

Luke Fontaine (luke@shield-legal.com)

2024-04-23 11:30:53

@deleted-U06N28XTLE7 that last lead already has the status Signed e-Sign QA

deleted-U06N28XTLE7

2024-04-23 11:41:07

I'm reverifying this now

Luke Fontaine (luke@shield-legal.com)

2024-04-23 11:41:23

thank you

deleted-U06N28XTLE7

2024-04-23 11:48:30

This lead was changed from Signed e-Sign QA to Signed e-sign then it was changed to Sent e-Sign then the system changed to Sent e-sign-Unsigned then it was changed back to Sent e-sign by the agent then the system changed it back to Sent e-sign-Unsigned then the agent changed it back to Signed e-Signed QA, so because of all the changes, it is no longer in the billable dashboard so it needs to be put back into the dashboard

deleted-U06N28XTLE7

2024-04-23 11:49:32

is that the only lead that you would like me to reverify

deleted-U06N28XTLE7

2024-04-25 16:58:13

@Luke Fontaine what dates am i using to rerun these reports, am I using the dates that I used on Monday ?

Luke Fontaine (luke@shield-legal.com)

2024-04-25 16:59:55

Use the start dates of the campaigns up to 4/24/24

deleted-U06N28XTLE7

2024-04-25 17:00:28

ok sounds good will start working these

Luke Fontaine (luke@shield-legal.com)

2024-04-25 17:01:49

Thank you

deleted-U06N28XTLE7

2024-05-10 16:35:54

Hi Luke, hopefully you have a good weekend, this is no rush, I was doing the soft pull on the flatirons today and found one that just needs to be taking out of the billable dashboard because it went from signed e-sign flagged to signed and declined today. Lead# 499547- CPAP-DL-Flatirons-shield legal. I would have had to you sooner today but I was training our new employee in our department on how we do the flatirons so it took me a little bit longer than usual for the friday soft pull check.

deleted-U06N28XTLE7

2024-05-20 14:54:01

Hey Luke, sorry I forgot to put in the notes on the google sheet to fully remove this lead # 455067, because the contract hasn't been signed yet. sorry about that

Luke Fontaine (luke@shield-legal.com)

2024-05-20 14:54:36

No worries, I updated the status that should remove them from all financial dashboards

deleted-U06N28XTLE7

2024-05-20 14:57:35

unfortunately it is now showing up in the billable dashboard as Contacted Attempted 2, and this shouldn't be in the billable leads all time.

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Luke Fontaine (luke@shield-legal.com)

2024-05-20 15:01:19

I just removed them all together

deleted-U06N28XTLE7

2024-05-20 15:01:58

Thank you , sorry to bother you after I sent the email, I just realized my mistake in the notes.

Luke Fontaine (luke@shield-legal.com)

2024-05-20 15:02:25

No worries, it was a pretty easy fix. Hope your mondays going well

deleted-U06N28XTLE7

2024-05-20 15:02:40

crazy like always LOL

Luke Fontaine (luke@shield-legal.com)

2024-05-20 15:02:56

Haha oh I know that feeling well

deleted-U06N28XTLE7

2024-05-23 13:56:31

@Luke Fontaine hey sorry to bug you but there is a lead # that wasn't put into the emailed google spreadsheet that you get from us last week. that needs to be added to billable dashboard. Lead# 486563, this is for personal injury-ACTS-SIL-ACTS and the current status in LR is case Review-phone transfer. Brian Thiessen was asking me about the pivot table and I told him I would message you to add this so that he can invoice for acts. Actually it is in there but the e-signed date needs to be changed back to April 23,2024 Thank you very much

Luke Fontaine (luke@shield-legal.com)

2024-05-23 14:03:08

Hi Dennis, no worries I'll get this taken care of

👍 deleted-U06N28XTLE7

deleted-U06N28XTLE7

2024-05-23 14:03:37

you added but we forgot to add the correct signed date, sorry

deleted-U06N28XTLE7

2024-05-23 14:03:52

it should be 04/23/2024

deleted-U06N28XTLE7

2024-05-28 15:45:45

@Luke Fontaine hey sorry to bug you, there is just one more lead # that needs to come out of the billable status to the declined leads all time part of the dashboard now. Lead# 492094-Firefighting Foam-Crump-ELG-Shield Legal, Previous LR status-Signed e-Sign QA WIP, Current status- Signed & Declined.

Thank you

Luke Fontaine (luke@shield-legal.com)

2024-05-28 16:16:58

Hey Dennis, no bother at all. I'm just hopping between meetings but I'll get that status changed over

👍 deleted-U06N28XTLE7

deleted-U06N28XTLE7

2024-06-17 15:55:00

@Luke Fontaine the LR# 529709, i saw just changed the status for the billable dashboard, it needs to be removed completely please from the billable dashboard , it is not in a billable status yet

Luke Fontaine (luke@shield-legal.com)

2024-06-17 16:06:49

@deleted-U06N28XTLE7 I'm aware. Although I appreciate how quickly you are to maintain the billable dashboard, the items I work on in the background can take multiple steps to finish. If you look back at the billable dashboard you'll see that lead is no longer there due to the fix I had to make within the software.

👍 deleted-U06N28XTLE7

Luke Fontaine (luke@shield-legal.com)

2024-07-15 16:27:21

Hey Dennis, hope your Mondays going well. Can you send the me LR ID: of the two BLX leads that need to be switched to declined?

deleted-U06N28XTLE7

2024-07-15 16:29:32

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Luke Fontaine (luke@shield-legal.com)

2024-07-15 16:30:12

Thank you

deleted-U06N28XTLE7

2024-07-15 16:30:44

you are welcome

Luke Fontaine (luke@shield-legal.com)

2024-07-22 14:30:15

@deleted-U06N28XTLE7 can you check in on this lead, there's a note that it should be dicello salon hair relaxer but that campaigns been closed for a while, if you can confirm if it's that or flatirons dicello 556188

👀 deleted-U06N28XTLE7

deleted-U06N28XTLE7

2024-07-22 14:39:34

so this should be in the TIP dashboard billable side for the following case type : Salon Professional Bladder Cancer - Dicello - Shield Legal , and this is not a hair relaxer case type.

This came through our system under this case type of Salon Professional Bladder Cancer - Dicello - Shield Legal , and it still shows on our end that this case type is still open but if it is supposed to be closed then we will need to hear that from Cameron

deleted-U06N28XTLE7

2024-07-22 17:31:23

@Luke Fontaine the TIP and shield dashboard is off by two because there is two test leads from the 19th that is on there

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Luke Fontaine (luke@shield-legal.com)

2024-07-22 17:40:04

Those both actually came through today as a retrigger, but they've been removed. Can you add test leads to the automation to be notified when they're submitted

deleted-U06N28XTLE7

2024-07-22 17:40:53

thank you, they must have got resent through today when it retriggered

Luke Fontaine (luke@shield-legal.com)

2024-07-30 16:21:34

Hey denis, can you send me a report of all intuit january 2024 billed leads

deleted-U06N28XTLE7

2024-07-30 16:22:20

do you just want only the Month of January 2024?

Luke Fontaine (luke@shield-legal.com)

2024-07-30 16:23:03

That’s correct, only January