Joe Santana (jsantana@shield-legal.com)
2024-12-09 10:06:32

GM Nick, confirming you got Keys and going to Poilock @ 830 to meet with Trent/State

Joe Santana (jsantana@shield-legal.com)
2024-12-10 08:38:10

GM, Did Trent/State have anything to say/add after meeting?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-12-10 11:41:50

Sorry, meant to text you after. He apologized for being late, confirmed that was all the keys, then declined to do a walkthrough when I asked about it. Barely saw him for 30 seconds.

Joe Santana (jsantana@shield-legal.com)
2024-12-10 14:28:35

wow.... "that's goverment for you"

Joe Santana (jsantana@shield-legal.com)
2024-12-10 14:28:38

thanks again

Joe Santana (jsantana@shield-legal.com)
2024-12-10 14:29:21

I'm sure you get these messages: "We want to alert you that 3 failed attempts to access one of your team members account (Luis Alvarado) were made during the past 7 days."

Joe Santana (jsantana@shield-legal.com)
2024-12-10 14:29:38

Do you follow up on this to confirm, make sure they are good, vs someone "trying to get in" ?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-12-10 14:32:36

I’ll check on this Luis situation. Usually I’ll just slack people when I see these to make sure there isn’t anything funky going on.

Joe Santana (jsantana@shield-legal.com)
2024-12-11 19:23:46

Latest Incoming New Hires... here we go with "admin access' right off the bat, and I belive you did tell me, you were going to address this with HR / Company? Would you like me to help with this request?

Joe Santana (jsantana@shield-legal.com)
2024-12-11 19:23:59

12/16/2024 Serebe Gebrie Account Specialist TIP Yes, Yes No 2 Yes Yes No Lawruler admin account, Connex admin account, Monday account, Adobe PDF editor

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-12-23 13:20:30

Here is Jackson's google sheet activity...

12.22.png
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-12-23 13:21:14

I'm not sure exactly whose umbrella this would fall underneath but I think it might be worth making a company-wide announcement about just to be safe. This inquiry is written in Russian and embedded with a link. I think it might be worth letting our less tech-savvy members know that we shouldn't be clicking on these. Especially from our work computers. I haven't heard of anyone doing so yet, but who knows what kind of malicious activity we're opening ourselves up to by clicking on these https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=651520

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-05-20 19:12:09

@Joe Santana sending this instead of texting it for ease. the reason the sum was wrong is that formatting was customer h:mm:ss instead of time in the roll-up.

image.png
Joe Santana (jsantana@shield-legal.com)
2025-05-20 19:17:15

Anytime you like slack is fine, if you could just LML when you slack me, if it's important/urgent. I'm all for anything that makes it easier, thanks again!

👍 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-05-20 19:19:59

sounds good, you're welcome

Joe Santana (jsantana@shield-legal.com)
2025-05-21 11:39:21

GM, Emailed you a couple of TruansUnion (TU) Items, please LMK if you can answer the 1st one sooner than later, and when you can process the 2nd one. Thank you

Joe Santana (jsantana@shield-legal.com)
2025-06-20 09:27:43

GM not urgent, did we/i get the answer as to what we do when sms is blocked Twilio/LR? My apologies if I forgot, please advise, thank you!

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-23 13:46:02

Hi, sorry for the delay. I was back in WI for a funeral this weekend and am getting caught up this morning. Law Ruler investigates when these come up, but the surest way to get communications back from them is for us to open a ticket when we see these. That said, all of the ticket outcomes in the past have returned that the reason for the block is that we are sending SMS messages to land lines or out of service numbers and they get flagged.

Joe Santana (jsantana@shield-legal.com)
2025-06-23 18:11:31

Condolences , as you know just did that last week myself and another one conning up as if yesterday, it’s the club we’re being inducted into…..

Joe Santana (jsantana@shield-legal.com)
2025-06-23 18:11:57

Today was a mega onboarding between onboarding and pop ups and backlogs

Joe Santana (jsantana@shield-legal.com)
2025-06-23 18:12:21

Sure it was the sane for you. Thanks for all the getting caught up

Joe Santana (jsantana@shield-legal.com)
2025-06-23 18:13:11

I had a five 9 access issue but figured it wasn’t worth it since I was able to take care of LR and slack

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-23 18:42:47

thank you. sorry to hear there is another one for you. never is easy.

Joe Santana (jsantana@shield-legal.com)
2025-06-25 10:15:41

Got a call from Thomas/Monday.com just now, he was following up on Licensing needing to be readjusted, and I let him know, that you and I had covered this, and you were going to take care of this, and he stated, that you had, but we have ticked up/over again.

Joe Santana (jsantana@shield-legal.com)
2025-06-25 10:16:57

He also asked who he should talk to about the Annual Comit, and I said at this time, that would be me, as I have had the conversation about it, and he and I will revisit the 15th of july, and you and I can more-or-less confirm, we don't need it and I LHK that we may or may not be needing it on the annual basis.... Thank you!

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-25 11:10:25

I'll make sure I call him today and set the course clearly. Thank you for the reminder.

Joe Santana (jsantana@shield-legal.com)
2025-06-25 11:59:27

Honestly wasn't intended as a reminder, it was the new adjustment to licensing that his call was about.

Joe Santana (jsantana@shield-legal.com)
2025-06-27 09:05:26

GM, appreciating that you are doing a lot, and in getting ready to take your trip, I wanted to check in with you on the reality of things before they get any more challenging, also in speaking with Cameron yesterday, when not being able to for the previous few days, he asked that you have "everything you have going on outlined and dialed in before you leave" To which of course, I said, "he's already doing that and he mentioned that during our interactions today (being yesterday)"

Joe Santana (jsantana@shield-legal.com)
2025-06-27 09:06:54

I know you are working on "updating the previous TU Data to get additional contact info" and lining up those best times to call with that data for unclosed contacts, and then prepping new dial and contact info to go out today, so we can get that data back Monday, and use best time to call, and potentially updated contact numbers.

Joe Santana (jsantana@shield-legal.com)
2025-06-27 09:27:13

Also, how are you/whoever/ be able to do anything with Screen Recordings for LR, F9, reporting so we can send to Sphere?

Joe Santana (jsantana@shield-legal.com)
2025-06-27 10:02:36

I need to do whatever is necessary, for me to be included as an authorized contact/admin and or you and I need to share an admin_alias where you and I are copied on such requests/needs, what are your thoughts on that, one way or the other please?

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-27 10:08:03

Good morning, plenty going on, but it will be handled. The TU work will be done today and I can share more details along with the files.

I loaded the example reports and some background info on a google sheet yesterday for Sphere. I plan to have all the recordings uploaded before the call at 11 with them today. If it takes me longer for any reason, it will still be in before I leave today.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-27 10:08:54

I’ll have an OOO doc to share early next week for coverage and open items. I’ll prep anyone impacted to make sure they are surprised by anything.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-27 10:10:01

I did learn that McFadden is going to be out for a couple weeks as well. Not sure if that was ever communicated by him to anyone.

Joe Santana (jsantana@shield-legal.com)
2025-06-27 10:31:11

Not to me on McFadden

Joe Santana (jsantana@shield-legal.com)
2025-06-27 14:59:40

LMK when you're available to for a call next

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-28 11:11:18

Firedrill#1

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-28 11:33:20

https://admin.us.five9.net/ for configuration of users and campaigns

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-28 11:33:53

https://admin.us.five9.net/ for configuration of users and campaigns

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-28 11:34:07

https://us8.five9.com/login/ for reporting and monitoring dashboards

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-28 11:47:53

https://www.five9.numeracle.com/app/signin/login

five9.numeracle.com
Five9
Numeracle
Original URL: https://www.five9.numeracle.com/app/signin/login