Hi! The shield-orders-copper channel is one i should probably join, right? It looks pretty helpful for what i'll be doing.
Thank you again for meeting with me!
I would say yes, you should. That channel shows the orders as they move through copper
Hi Greg, would it be possible for me to get access to Copper? I'd like to be able to start with seeing what the sales team sees and then start taking on some of the project management duties for them.
That would be a request that would need to go through Ryan. I will send him a message about getting you access.
Do you think i would need Leadspedia? Or is that really just a marketing thing?
Ok, if you want to meet this afternoon, we can go through it
sounds good! i'm going to go to lunch and i'm free the rest of the afternoon when i get back.
ok, i'm running out to get my dog from the groomer at 1 (for my lunch) and then I will be back.
I sent Brittany Barnett an email, to email you, the link to join the Monday.com board.
So Mark is the Leadspedia person I should bug?
My first thoughts on the dashboards you created is, Andy will probably never use them. Just based on my experience with him. I like the way they look, but he might find them to "busy". He likes very simple. I think it looks great 🙂
Thanks! He came over to my desk and was like “I like that!” So that’s a start lol.
My deepest condolences. If I can help with anything while you’re out let me know.
Thank you. If this plane had better wifi that didn't keep going in and out, that would help 🙂
Airplane WiFi is the worst lol. Safe travels.
Can you call me real quick? My number is
I might have some good news. The search bars don't seem to be working right, or something is weird on the report.
i went in and manually selected what you're looking for instead of using the search
hi! It took some arguing with excel on countif formulas but i've created a dashboard that can be automagically updated with a daily report. It would show signed contracts and leads and then calculate the cap part. i'm just making it pretty now
the pricing is definitely a headache. where can i find accurate pricing information? leadspedia and the all cases report don't really match.
There in lies the biggest challenge. The only place, other than Cameron’s brain, that we can get/find pricing, is in lookerstudio. And that pricing is a day behind. So we can see yesterdays pricing in there but if it changes today, we won’t know about it until tomorrow when lookerstudio is updated. So all the signed retainers/contracts from today, we are tracking with yesterdays pricing, which could be the incorrect pricing if Cameron changes pricing.
maybe i'll be able to get some type of pricing sheet out of him in the future lol.
so when someone, like Brianna, messages on Slack that we're almost at cap on a campaign, where does that information live?
and it is. sorry about that lol. i can't read my writing sometimes
The tracking spreadsheet I use, has pricing, but again, it’s a day behind. I update it every day with new pricing by looking at every active campaigns dashboard.
i think i need to stop looking at this thing. i have an idea but i need to think about it more.
i'm heading out and will be back tomorrow. i'll write down ideas/questions/thoughts lol.
Morning! I asked Cam for a few minutes today to go over pricing. I'm going to see if i can talk him into some type of spreadsheet or something that only you, me, and Cam have access to. Maybe Andy if necessary.
Here are the 9 statuses we use for reporting (I forgot to send them to you yesterday after we talked):
Signed e-Sign FINAL Signed e-Sign RE-TRIGGERED Signed e-Sign QA Signed e-Sign House Flag Signed e-Sign FLAGGED Signed e-Sign QA WIP Signed e-Sign IN PROCESS Signed e-Sign Signed e-Sign VERIFY
I'm still confused, and I'll chalk it up to age....are we going into a conference room or a virtual meeting room?
i think it's going to be in stormtrooper and online
so my copper access expired. I just need to message Ryan, right? Copper says Andy tho
How do I put in cost per contract into the sheet?
ok let's see if this works instead https://shieldlegalllc-my.sharepoint.com/:x:/g/personal/malissa_shieldlegal_com/EXQwjPBVMYBMoAb-hB8IHWMBObcxBBsAgAHw17TaFRoWrA?e=1RHmzz
i'm more familiar with sharepoint than google drive lol. i need a refresher on it
nice! Feel free to make all the edits you think are best. 🙂
i think we're almost at cap on the ML Video Game one. Based on the dashboard anyway
I probably qualify for that one based on the criteria. lol just kidding. I did log 19000 hours on a game though. 🫠
ok so cam sends the slack message about a new campaign. -> mark builds in leadspedia and then we can build it in copper with the leadspedia #, right? double checking that i get the process
I build it on cooper as soon as I get the info. Mark doesn’t always have what he needs to build out LeadsPedia and the order has to be in copper for Brian T to record a payment when it comes in.
Mark will add the LP id when he finishes his set up.
So i used leadspedia to find how much money firms have allocated for campaigns. I noticed several are negative. Is it possible the $$ info in leadspedia is off? or is it really a collections issue? i noticed it's mostly BG and DL.
Let’s talk about this on Monday. It’s a lot to try and text about for those. I’m working from home today as I was up all night coughing.
It's too late on Friday for that much thinking too lol
hi! Since ACV is now live/funded, it can be moved over into that part of copper, right? If that's correct, can i move it. 🙂
also i think i got this thing to stop crashing now lol https://shieldlegalllc-my.sharepoint.com/:x:/g/personal/malissa_shieldlegal_com/EU_Nm14j3UpJge2rKnLXlJsBeAM6hL_nQtdvx0xLmOiK2A?e=pGU021
Yes you can, or you can leave it and I will.
i like dragging things in kanban style boards lol
When did we receive payment for Kuzyk - ACV Gummies?
thought i saw an alert come through on slack. let me bug brian
I don't see the payment in the invoicing channel and he didn't record one in copper.
i just messaged Brian. I'll let you know what he says
Brian Thiessen [1:03 PM] Just checked the bank, nothing yet. I wasn't aware of even an invoice for this campaign, I haven't produced one. Did you by chance?
we're going to use this one as the training tomorrow.
I didnt think we received anything, at least that I remembered coming in. The campaign can go "live" without funding being received but Cameron wont turn leadspedia on until we receive the funds. So it won't generate any leads. We don't move them through Copper until funds are received.
yeah. i put it back where it was but it was already in funded setup. Hopefully they pay quick.
and note to self that it can be called live but unless there is payment leadspedia doesn't get turned on. So live doesn't necessarily mean paid unless it applies to lawruler. got it.
Where do I put pricing in on the Daily Cap Dashboard?
i hid it because people were moving around behind me. let me unhide it
i intended column J for the pricing/average pricing. you should see it now or in a second. 🙂
I have it backed up so feel free to play around in there.
I locked (froze) the top 3 rows so when scrolling down, you can still see the columns
Nice. I have it locked in excel but when I moved it to Google it decided to hate me lol
We can remove the row 38, the duplicate ACTS/FYF CA Juv Hall
I think there are a few other duplicates in there because of naming.
So I’m not surprised. I think I highlighted one I thought might be a duplicate
I am heading out for the night, but will look through this some more tonight. Is there a spot for budget (total paid)?
like i know what it means but i'll let andy reply
Yes, just follow up in a day or 2 with Andy if you don't see a reply from him. Sometimes he "forgets" to reply
cam thinks brian invoiced the PA Juvey Campaign
I went and asked brian and he didn't have any memory of it. and he didn't see it on his outstanding invoice list
did cameron say who it would have been invoiced under? I asked brian about Lakin (attorney at the firm) and also SL Chapman (firm) and he had nothing for them
yeah i just dug around in there too and tried other things in case there was a typo. all i got is the stuff in copper
again though, Craig said they sent the ACH, so somehow they had to know how to send it. most firms wont send a payment without an invoice
i'm always skeptical when it comes to people paying lol
no idea. just relaying what he sent me in an email.
Unrelated but kind of related - what improvements should i do with the daily dashboard?
i'm updating the raw file in the morning, around noon, and again around 4.
still haven't had any kind of pricing process discussion with Cam and will probably hold off on that for a bit. I don't want to be too annoying about it.
ok craig sent it to me. it's Adair and it's PA Sex Abuse, not just Juv Hall.
So the Lakin/ASG/Levinson is actually Adair?
yeaaaaaaah. we need standardized naming conventions lol.
like i know there's a format but.... you know what i mean
i have a dammit doll at my desk if you want to hit it against something
I already created the Adair campaign in copper and I created a new one today for Lakin (which we don’t need now) Waste of time for everyone involved trying to figure this out.
i just went down the rabbit hole of all the names.
i was checking the daily dashboard to make sure everything was updating. that was the start of the hole lol
i'm about 99% sure there are several duplicates just because of abbreviations. If i remember correctly you said the same thing
yay i remembered. and potentially confirmed 😅
i'm looking around in slack to see if there's something we can do to have consistency
What do you think of this template so far? using some notes Craig gave me yesterday https://themedialaboratory.slack.com/docs/T7FGY849Z/F07A338JMT4
Before you resend the invoice to Craig Goldenfarb per his email, make sure you get approval from Cameron and/or Andy on the wording.
Now that I think about it, Andy is talking about posting the new campaign info into Slack for Cameron. Has Cameron said anything to you about doing that?
If not, I am going to reply that neither of us have been instructed to
i haven't heard from cam in a while to be honest
Hey Greg! This is something i'm working on/trying to figure out. So here's one option. I'm also looking at another option in slack. Anywho, the idea is this can be the format everyone uses to set up their new campagins... in slack. A girl can dream. https://themedialaboratory.slack.com/docs/T7FGY849Z/F079WP2T61L
^the biggest downside is that once you make edits to this template, it keeps the edits. so i'd have to make the SOP something like "create a copy"
@Greg Owen i have a dumb question. So Craig Goldfarb had this in his email: To refer GOLDLAW a new case, please email IntakeLead@GOLDLAW.com or call
I'm guessing i should bug anthony to make sure that's the info we have, right? or has someone already done that?
He has had a campaign with us so we already have the email address to send retainers to. I will let Mark know just to be sure though. Also, Cameron (or the sales person) will usually give us a distribution list for new retainers.
Yeah i knew sales/Cam would get the distro list. i was wondering if that was just a new address he had or something. He's probably just making sure we've got it right. 🙂
It looks like it just a regular part of his signature on his email. That is the email we have for new retainers, so we are all good 🙂
dang he needs some help making signatures then. it could look nicer for sure lol.
good morning! question for you, would it be helpful to setup a monday automation that would alert when contract caps are getting close?
No, I don't think it would be. I know when they are close by my monitoring of them.
cool. just wondering how to make it easier on you. 🙂
Buenos Dias! I hope you had a good 4th. Time for my dumb question/recap comment of the day. mostly to make sure i've got it right.
Goldenfarb - they've paid and he's asking when the campaign will start. So since he's paid, the team will get a notice and the intake should be in the works with anthony soon after. mark will start the leadspedia build with cam's ok. you'll start tracking all the spend. cam will inform the admin call center channel to start and test leads will go to cam. if all is good it goes live. that's the shortened version obviously lol
Theoretically, yes. But Anthony wont start to build the campaign and criteria until we have everything from Goldenfarb...retainer, HIPPA and any other forms we may need. Mark can build the LP portion and usually does before we have all the documents as he doesn't need them for his part. Mark usually tries to stay ahead of the game on that. We can't test anything until all docuements we need are received from the attorney (Goldenfarb). I have not seen the retainer or HIPPA form come through for his (Goldenfarb) campaign yet. Cameron doesn't typically have Anthony and his team start to build the campaign until we have all the required documents we need.
The sales person (account manager) is usually responsible for communicating with the attorney on getting us the documents we need
got it. adding the criteria part to my value stream.
and that makes sense. I'll just dig around and make sure the stuff isnt' just hiding somewhere.
hey greg. i want to pick your brain about that dashboard today. what's working, what doesn't. what needs to change, etc. if it was like powerBI and i could just link it to a report that just ran and updated i'd be so happy lol.
Ok, it will have to be this afternoon. I'll stop over and we can go over it 🙂 .
yeah sounds good. i can come over there too if it's easier. just let me know.
From Brian to Andy: Received $800K from Van Law, in payments of $500K and $300K, not sure which campaigns they're for.
Andy Rogers [4:08 PM] Brian Thiessen it’s $300k for Chowchilla and $500k for La County Juv Hall
I didn’t get an email from Sandra and I don’t know what invoices went out. That is probably a question for Brian on what invoices went out on June 20, for what campaigns and for how much. I didn’t see invoices prior to you sending them out.
brian just sent all that about payment received
i was just letting you know and got distracted before i could explain.
good morning! Do you have time around 3 to meet with Andy in his office?
Any idea what he wants to discuss about the LA County cases?
not sure. Craig Goldenfarb is wanting to know when we're starting. that's all i really know.
Ugh, he's not even on the list of what is being worked on that Anthony posted this morning.
Also, not sure if you noticed or not, but I sorted the Daily Cap Dashboard to show only active (live) campaigns
i'm trying to placate him and he thinks i'm an idiot lol.
nice. yeah i had it filtered. i went in there to look for something and unfiltered it
but i'm down with that. i'm playing with lookerstudio to see if it could be something that comes out of there to make it even easier.
This will be good though, I will mention to him that Cameron hasn't given anyone the go ahead to start working on the campaign because I don't think we have a copy of the retainer yet
That could be it for sure. I didn't want to ask about it in the chat yet because it's not in there at all lol
When we get a payment, like we did the Van Law yesterday, who do you want to update the sheet?
i'm still kind of learning what's ok and not ok so i don't want to overstep or create headaches
Yes, but just want to make sure we have one of us doing it and not both doing it and it is doubled
so it would probably make sense for me to do it but brian still has access to what we've received. i have a meeting with brian today so i'll talk with him about it.
Ok, going forward I won't update the payments in there
i want to utilize copper i think. there's a lot more to it and we can run reports.
Are we going to only add when a campaign goes live?
right now i'd say let's keep doing what we're doing. the form you use to update payments, it's just copper right? or do you have a spreadsheet you use? i have access to the Sent Contracts form
I think we need to add them when they're pending just to stay on top of it. it would make it easier to not miss something if we can see it
I have a spreadsheet that I use. Myself and Brian (but he hasn't in a while now) do update Copper.
But, as with the Van Law from yesterday, he just messaged Andy direclty on that, so I had no idea a payment was received for those 2 campaigns. I didn't even know an invoice went out for LA County.
yeah that's why i let you know. the Van one wasn't one i sent
yeah it's like a big puzzle and you're trying to find the pieces and not all of them fit
some pieces are missing, some are for a different puzzle, some have been chewed on by a cat or dog...lol
i got expanded access to copper because patsy told me about all the things it could do. so it can actually be a better tool now lol.
i might create an Archived Pipeline so we can clean up a bit
my misunderstanding. i was going to suggest we make a second sheet for inactive/archived campaigns on the daily cap
yeah that's a good idea too. i was about to do that lol
top left corner in the drop down. should be under the order pipeline. if it's not showing up yet, maybe give it a minute
oh maybe try logging out of copper, closing it, and then logging back in. it might be one of those "turn it off and on again" things
have we ever used "Funded Paused" in copper? or is there another field i should add that would be better?
Would a column for "Funded - Renewed" be good?
I will get the new retainers entered into Copper that Andy emailed us
ok i just went into copper and pressed some buttons. let me know if it shows up for you at any point lol
i had to assign the board to a team so i think it might show up now.
Got everything entered into Copper and emailed Van Law and DK Law for the retainer and HIPPA for their LA County campaigns. I copied you on the emails.
received! Thanks. I reached out to Cam with Andy on the chat with the information for the ones we have everything for. I haven't gotten a "WHY IS SHE DOING THIS?" yet lol.
You may not today. It's 11:11 in France right now 🙂 .
no. he's probably full of baguettes and good wine
so we can create other pipelines in Copper or do whatever. It's pretty easy. Anything else you think we'd need? Like something regarding renewals or caps or anything?
I'm good with leaving them named the way they are
do you think it would be helpful to put the total contract cap in Copper too?
i'm writing down a procedure which is why i asked lol
yeah that's what i was thinking but wanted to confirm
Arrrrrrg. I’m locked out of my computer because of IT
Yeah. Who do I contact in IT? I can’t find their slack thing lol
LaToya. Do you know where there office is?
I would just go over there and knock on their door
I’ll go over there and use my laptop for now at least
ok that's fixed and i finally got that raw data updated lol. stupid password
hello hello! we've got a bit of a process update from Ryan with Copper. He's building a dashboard for Cam and Marc that will track payments as well as who knows what else. Anywho, we just need to make sure that we select "Payments" on the log activity part:
Never even knew that was there. I was told to make a "note" not log and activity
probably before dashboards started getting built lol
i started asking about them and now everyone wants them lol. Just kidding. kind of weird timing though
or the fact that our "training" was a 15 minute phone call with ryan
hey y'all got training! i got Google' AI chat
i guarantee Brian hates it when someone asks if he has received a payment.
for sure. i had a solution idea last night - we could log payment dates in copper so people stop asking lol
He puts it in the invoicing channel when he gets the payment and verifies who it came from. That is how I know to put that payment in copper, I always put a date with it.
time for a not so dumb question. do you know why Cam turned of Ozempic - Walsh?
No, nobody knows why he does what he does.
I just sent him a text message letting him know we need it it on in LP
Did Andy respond to your question from the mag channel yesterday?
no i think he's been kinda focused on Miller API
Heard nothing from Cameron yet today. Hopefully he will respond to my text message on Walsh.
No, I sent him a text message. He will respond to a text before slack
i had a dream last night where the background noise was someone listing off all the cancers from camp lejuene.
I get that. I sat over by the intake agents for 6 weeks before moving back over here and all I heard all day was that and sex abuse stuff.
it's tough for sure. what i'm hearing isn't as bad as that. i have learned about cancers that i didn't know existed lol
Did we get the signed invoice back for Nielsen Law - LA County Juv Hall? I don't remember seeing it but want to make sure I'm not missing it
we did but i don't think we've seen the money yet
I'm going to post in the MAG channel a list of campaigns that have been funded, but haven't been setup or started yet
i know cam had a status update request in the callcenter channel. i was going to follow up on ones that weren't answered too
Yeah, the list I am going to post is just for Andy and his teams, campaigns.
where did you want to take that call with Ryan?
I'm just going to take it right here at my desk
cool. that's what i was planning on doing unless you were doing a meeting room lol
indeed. my headphones are blocking out the cancer list so that's good
I just met with Brian and he will be getting us the spreadsheet today off all the payment received from 4/1
i'm a stickler for backing everything up. i'm going to save invoices in copper.
how do you want to attack that spreadsheet Brian sent us?
or vice versa if you have a lucky number or something lol
Sounds good. The Flatirons stuff isn't in Copper, so those will need to be added. Cameron will be the owner on those
same, he just turned on the walsh - ozempic campaign. i let patys and andy know already
so i've got a bunch of flatirons in my list. i'm done. do you need any help with your part?
I'm about done with my part, expect for the Flatirons that says "multiple campaigns" that I will have to figure out how to record
if you give me the date and the amount, i can check to see if it's listed on the invoice.
Can you look at this one, you recorded 2 payments, 1 for $50,000 and another for $150,000. Where did the $150,000 come from?
the only thing i have left now is a multiple campaign one
I'm going to leave it until Monday when Cameron is back from France
Can you send out a call/meeting for you, me and Andy for sometime this afternoon so he can let us know about the call for tomorrow. I just got off the phone with him.
Did we receive the signed invoice for the Lakin/AFG/Levinson invoice that was sent out last week?
i feel like i'm just making mistake after mistake in front of cam. been nice working with you lol
Nah, you will be fine. Just remember to take your time and its almost impossible to get fired from this company....lol
Which part, that i have made mistakes or it's hard to get fired....LOL
i know i still have learning to do with the order entry side of things
Cam is very particular and I know there's a lot of stuff i need to get familiar with that takes time.
Yes he is and so is Andy. If you make a mistake, just own up to it and reassure them it won't happen again. Andy jokes a lot, but he really doesn't like mistakes
but in my defense, patsy gave me the wrong thing several times
I'm learning from people's reactions that she's difficult
She can be a pain and she doesn't always follow what Andy or Cam wants.
^ feel free to save that if you like memes. i've got some good ones tucked away somewhere lol
Just heard from Ryan, in Copper, we must us a "-" not "()" for a refund or negative number.
andy has some free time while at the airport, can you talk now?
use the google meet link? or does he want one of us to call him?
use the google link and ill tell him to log in
i updated the daily cap with and the ACV campaign is now live. so it should auto-populate now.
Didn't Cameron post the retainers? Or did I miss a message that we needed new ones?
he did. i know we need the hipaa posted which i have
is there a group sales channel? aside from like copper? i'm wondering if a group chat might be beneficial. i guess that's a question for this afternoon lol.
There isn't one and I don't know if that would be a good idea or not
lol yeah it could just be a complain/demand channel
Cameron hasn't posted the info for DK Law/Miller - LA County yet. Did you send him the info on that one?
yeah i just sent it. i needed the docs and they weren't showing up in my email. i blame my login issues from yesterday.
thank you for re-sending! that showed up before the ones from precious did
I know we haven't received their funds yet, but I do have the retainer and HIPPA for them also
ok can you send those to me? i don't have that.
just FYI, if you're a coffee drinker/iced coffee drinker, i got a cheep keurig that does hot and iced coffee. i just have to pick it up. it'll be in the snack cube
i have the post for nielsen ready to go whenever he pays.
Do you know if Miller wants everything filled out on the HIPAA agreements? Anthony is asking
i don't have any instructions in my email but i was added recently. if not i'll ask miller's team
I have no idea on that. Probably a question for Jennifer
yeah they're like the random wind storm that happens at 2:30 at my house. They'll be super quiet and then POW.
Yes, we better get an invite to one of them....at least!
last place i worked had seats on the glass at t-mobile and that was cool.
We did get to go to a happy hour in Cam's suite at the Wynn during the spring. It was super nice
I wonder if getting control over all of this means i can adjust copper without complaints lol
also, i made a kanban board so i can track the new stuff.
when you say "sent to leadspedia" what exactly do you mean?
more like sent to mark. i was tired when i named it
Can you check to see if we have sent an invoice to Meadows Law recently.
i don't see one. any other name to check? or campaign name?
But it would only be under them as they are the advertising firm and litigating firm
i don't have access to all the payments unfortunately
That's ok. I was more just wondering if one had gone out recently
i don't know if one ever went out lol. we should probably bill them
i'll ask brian to check when he gets a minute
I would let it go, as I know Andy is in talks with them
It really was more of a curiosity on my part
Let me know when you are available for a few minutes so we can go over a couple of things.
are you going to look through LP and see if you can find those payments?
Mark isn't in that conversation with you, ryan and myself, so he will never see that message....lol
already am. i started before ryan's message lol. i am able to see payments. BUT the first three i've looked at don't have anything other than initial setup
That's what i am affraid of, there wont be any besides the initial set up
can you search by date? or is it really just looking page by page
i wish there was a way to search just payments. because that would make sense
can you start from the most recent page and work backwards?
i can. what would make more sense is to be able to everything but it only sorts by page too. right now the most recent pages are in the negative because no other payments have been added
if you could change something about copper, what would it be? and don't say stop using copper lol
I would say the layout overall. I just don't really care for it. The program itself is fairly user-friendly.
ugggggggh Miller is getting Antsy about API. have you heard anything new? I messaged Nick W
andy still wants it to happen right? no blocks from him that you know of?
Dwight said he should have a test for the API done by noon today
I added the new opportunity for Hodes Milman LLP - LA County in Copper
After you send that, did we ever get the signed invoice back for Yadidi Law?
She puts the lotion on or she gets the hose....
Or, you can go all LOTR....Preciousssssss.......
glad you understood what i was asking him, since he just said "two" lol
lol yeah he needs more coffee or he partied last night
That is just him. He will answer a question with as little information as possible. thats the lawyer in him
So, should I wait to put these in Copper you think, until we get the funds?
The current campaigns for both of those have completed. Should I make 2 new opportunities
I went home...lol. I'll work from here today
Do you have any info on the CPIA case i mentioned in the MAG chat?
Based on the 2 AFFF campaigns that are running right now, KPI is $7500-$8500. But I don't know if that will be for them also. I think they are a Patsy customer, I will send her a message to see if she knows.
cool. thanks! yeah i was just looking at that
Yeah, it depends on how many conditions we are trying to qualify.
If it just the main 6 cancers or if the law firm wants to qualify more people with more types of cancer/health conditions
Yeah, which means it probably isn't determined yet. I sent Patsy a message. I know she is in Nashville, so she may not answer right away
Yes, its not hers. I believe it might be Greg's. He wont know the KPI. I will ask Andy and see if he knows. If not, we will just wait to see if/when it get started and what Cameron wants.
Cool. i just emailed greg to see if he had an intake packet or any info. i didn't ask him about $$ or cap.
he might know what all is part of the criteria
You may want to send andy that question in the other channel we have with him. He doesn't seem to respond to the m-a-g channel.
What should the end dates be for active campaigns?
If it’s active, we don’t know when it will end.
end of the year maybe? can be a placeholder date?
Sorry, I went for a little walk, so don’t have it in front of me.
that just makes sense. but i guess we can ask cam what the end date should be if the campaign is active. or maybe it gets left blank?
Give me a couple minutes yet. Almost back home.
Ok, sorry. I had to take cover for a few minutes as it started storming and pouring down rain
I'm using the start date that is in Monday.com to update the dates in copper. Ryan didn't answer you yet on what the end date should be, so I am just working the start dates for now
are you marking them "lime green" on the sheet ryan sent us?
and can you see what i have marked lime green?
i'm at the bottom. i marked the ones funded live as green
the dollars i have no idea where cam got that lol
and can you see any that ryan has done? i dont see where he marked anything green
i think he's in bold? you're the dates on like line 3 and 4 etc
ok i see. cam wants the end date to be 12/31/24
ill work from the bottom up on the end dates
i think it would be good if you and i came up with a list of things that need a serious process overhaul. It's a lot i know but i think if we put it in order it would be easier to tackle. And i wish we had 1 crm system.
Can you go in and delete the payment you made on July 19th for Juvenile Hall Detention Facilites - ACTS Law Firm/Van?
I am going to put in all the payments we have received by the dates I have and change the overall value
si. probably to make it match cam's info. i need to fix dates on others i bet.
I'm not putting in an "amount paid to date", correct?
no leave that blank. ryan said it was just there when he imported stuff from the old system
Can you look at Burg Simpson and see how many payments and for what total are listed in Copper?
4 are showing. you and brian logged the same one
I've completed my stuff from the spreadsheet that was 'red"
i had to do an invoicing thing but now i'm in the spreadsheet
I wont add any payments in from this morning since you are on it. We need to have a set way of doing it so we don't duplicate any
Do you want to handle adding payments and I will enter in new campaigns?
they are logged. did the link work for you yesterday?
I haven't checked it yet. It is on my list to look at this morning
and if you're on PTO i can enter new stuff and if I'm on PTO you can enter payments
Moira (lady behind me) is taking video gaming calls. I'm just sitting here like, "would my parents have called in if this was around when i was a kid?"
Did cameron have you send an invoice for ACTS/Levinson?
Yeah, right. I would have definitely qualified if I was a kid today
i probably logged a gazillion hours on Tomb Raider alone
not even going to talk about tetris, mario, duck hunt, sonic.
zelda, techmo super bowl, baseball stars...
i had my nintendo power subscription. sat so close to my TV my eyes suffered.
gotcha. was going to clue you in to the pinball museum but im sure you know about it
for sure! i have more fun in the casino arcades than at any of the slot machines
Cam says we don't need to invoice ACTS/Levinson cause we got the moneys and to just note that 250k was paid
yeah, i read that wrong....i missed the "i'll"
i laughed so hard at "ummm...ok" that i nearly choked on coffee.
im going to put 5000-6000 as van - chowchilla is coming in at 5500 right now
no worries. i could have sworn they were in that order yesterday
I thought they were too. but still my fault for not paying attention
caught it and fixed it. no worries. Got it done before it went live.
Where are we with DK Law/Miller - LA County?
lol, nevermind, just saw your email come through
well with miller overall, dwight is waiting for some stuff from their end
with DK Law, Cam hasn't posted it yet in the callcenter chat. i reminded him friday, yesterday, and today
So fortunately we have a stall tactic. Unfortunately it'll be done today probably
not sure why he isn't posting it to have Anthony get working on it
it is all the same criteria so it should be pretty quick once cameron give the go-ahead
I'll forward the email from DK to Andy, since he wasn't included on the original email. make sure always cc Andy on any replies to emails that are even sent to just you.
I sent him your reply so he is current on it all
if they are camerons, he doesn't need to be on the replies
i think most of them have andy on it already and i didn't really think about it
it's more of a CYA so he doesn't come back with anything.
I have 2 on my calendar at 10, one that you organized and one that ryan organized
ryan deleted his i believe. i also moved the 10 am one to 2pm
i sent you the new firm intake sheet patsy sent right?
cool. Do you think there's a way to make it easier? We could do a form in slack that would feed into Copper with a Zap but if it filters through us that might not be needed.
Maybe sales just uses that, we can update it if needed, and they send it to us
then you would build it and i would handle invoicing/making Cam get it to Law Ruler lol
I think we make it "mandatory" that sales completes the form and sends it to us when an invoice needs to be sent. Not everyone has access to Slack/Copper.
the form is pretty easy for them to use and complete how it is. as long as they can edit a pdf
and if they can't i think Joe gave me the ability to make them word docs. i don't know if he meant to but it worked last time lol
any info from Cam on the new Flatirons - Chowchilla campaign?
this one?
New Order Campaign: Chowchilla Firm: ACTS/Dicello/Flatirons Budget: 250,000 Rate: 6000
Also, I don't have access to the google sheet you sent me yesterday
dangit. might have to see if brian can give you access.
Can you delete this opportunity in the sales pipeline 32226972. it is a duplicate.
wait hold up. 32226972 is a dupe? i'm only seeing the one. i was going to make sure we had all the info we needed.
Yes, it's a duplicate. It is under a different name (AFG/Lakin/Levinson) and is in the Funded/Live stage
got it. just wanted to be sure. i once accidentally deleted like 10 years of data that was thankfully recovered.
yeaaaaaah. we had just gotten teams and i was trying to create a team. it didn't work and i deleted the team and somehow everything.
LP id's have been entered into copper for the 2 new Chowchilla campaigns
the 2 Ghozland - AFFF payments we received....Are they for 1 campaign or for 2 different? Do you know?
they're two different ones. 1 was with BG, the other with Nations
tried sending that doc that cameron was talking about again
In our afternoon meeting, can you bring up to Patsy that she needs to make sure all her info in Copper is correct and completed, since she doesn't want us touching her stuff.
will do. although i'm still gonna touch her stuff lol
if it's wrong i'll fix it and address it with her
also, any idea why the PvS dashboard isn't pulling some of the campaigns over from Copper? ex. 32228196 isn't showing on the dashboard
i'm adding in the end date. gotta way for our first lead to do the start date
can you take a look at 32166048? i don't think Cam ever got this info to get it started unless i'm missing something.
i couldn't find it in leadspedia or in my slack chats
it was from before Cam started letting me send him stuff
It says "no search results found" when i search for that id
ok fun. i'll get this to cam. i don't see a cap on the invoice. i'll bug andy
at least I didn't attach it to the opportunity...
yes, we got paid but I don't think they have sent us the retainer
i was checking my OOO replies that i have received from Jeffrey Bowersox. Just to make sure he wasn't OOO and hadn't gotten to it yet. But we are good. He takes a lot of time off....lol
last time i took a lot of actual time off i was sick lol
the two nursing home matters seem to be in the same boat
we only got one payment so i'm wondering if one of these is a dupe.
just talked to andy. patsy can't make today either so we're cancelling.
regarding the bowersox NJ Juv Hall, we're replicating the other BG campaign - PA Juv Hall. 5500 kpi
I moved the Flanagan - AFFF from archived to funded/renewal pending
do you have anything on the nursing home matter?
k. that one is andy and craig. i'll email them
do you have the cap/cost per contract info for Burg Simpson VGA? Leadspedia has 850 for the cost, but we capped it at like 250 contracts.
According to Cameron it was supposed to be 1500, but as you can see, they came in much lower. That campaign has been a mess. The cap was set by cameron at 250
are you moving things in copper? like the flanagan - afff campaing from the renewal pending to live?
yeah, not sure why ryan is moving them when they haven't paid yet and they are "live"
whats the point of having that column if we are just going to move them to live before they have paid?
but if they haven't paid yet, it shouldn't be live. that is counting monnies we haven
so how accurate is that paid v spend really then
oh for sure. let me go in there and look. i just finished the thing he slacked us about
i don't like being in charge of something that i know isn't accurate
i am waiting for the dashboard to load the next page
i wonder if funded live is where it defaults to on the order pipeline. maybe he didn't realize it went there. i'll move it to setup
technically it should still be in renewal pending. it doesn't need to be setup as it is a campaign that already exists (existed) so there wont be anything that needs to be setup once we get the funding. We will just need to put the retainer back in
i can't remember his phrasing but he wants to get rid of that one. we can change it to something else or discuss with him. There's probably a lot we can re-do
We did change, when we were on that call with him last week. lol. he wanted it changed to that
He might be having a moment. he did bump my monitor and say excuse me to it
do you want to let him know that we should have his other task completed, just waiting for the dash to renew to make sure none were missed
refresh...thats the word i was looking for. not renew...lol
can you check this id in the PvS dashboard and make sure I'm not crazy. But it doesnt look like it is populating any data and they are almost at their spend cap. 32168932
before i send it to ryan. i don't want to look like a complete idiot 🙂
that one is pretty new and they're almost at their cap? damn. my parents totally would have called about my gaming
yeah i think you're right. the stuff in copper is there but we've definitely got more than 66 signed contracts
i think it's off though. let me refresh again
i cant get the dashboard to load anything now
But, it is showing 66 and that is what is showing on the customer dashboard as of EOD yesterday. Is the PvS dash supposed to update in real time?
yeah for the spend and counts. I can't remember if ryan said it was going to lag and by how much
I have a feeling it will always be a day behind
^the face i'll give the dashboard every day if it is
actually i dont think it is behind. the game addiction for meadow low is only off by 5 when in run the report in lawruler
i should have stuck with what i thought and not second guessed myself
Good Morning! I think i have lost my mind. Do you see this one in Copper anywhere? There's another one that's archived but it's for a campaign that isn't going forward.
Mark is "supposed" to enter all Cameron's campaigns in Copper and I just asked him and he said he didn't put it in Copper....
uuuuuuuuuuuuuggggggggggggggggggggggggggggggghhhhhhhhhhhhhhhhhhhhhhhh
I only discovered it because they sent a payment for that one
lol, he doesn't remember any others that are new that he didn't enter
did you put it in copper, or you want me too?
not yet. you can. i'm going to go see if i can find any more. if you're busy i'll do it. 🙂
Gracias! I need to bug cam about some stuff too
i have re-done the onboarding form patsy sent
got it down to two pages and am going to make it a little easier to fill out hopefully.
I'm playing around with developer right now to see what else i can do lol
i'm going to leave it as a word file so no one uses the excuse that they can't open it
So sales fills this out, submits it along with their invoice request. We get that built in and invoice sent.
ok so next on my task list is finding the best way to show sales team members campaign status updates. like what's live, off, pending, etc.
thats a tough one as Craig and Greg aren't Shield employees. I'm not sure what Andy will want them to "see"
yeah because of the random guys it's gotta be something not connected to anything
right. i'm guessing he wants it like Name and where it is in the Shield/Tort universe
but also be something they have access to and isn't a lot of work for us to update
The last place i was at they hired this former sales guy back. his job before was at a competitor. no one really trusted him with information so he wasn't allowed to know certain things. like he had a price sheet but that was it. to be honest, it was probably good that he didn't have access because he apparently deleted a team folder the sales guys were using lol
i can update those cap increases in copper if you want me to
Ok, or I will do them when i get back from lunch. Had a couple of errands I’m running on my lunch.
eh i didn't do the last one or the AFFF one. hungry and math isn't mathing
Ok, so for Crump - MD did you already change the Approx contracts/leads?
but i get that "70" more that cameron said would make it 78
exactly. i just made it 83 for the math to work but we can make it 78 lol
im looking at their dashboard to see how many they had previously and if they had any funds left
dashboard is no help as they have been running this campaign for a while now
no worries. i'm just letting you know i'm updating it for other stuff. 🙂
I'm not sure what to put as the correct cap now
that's what i was thinking. Cam said increase by 70 and it was at 8 sooooo
Crump/BG. The manley one is on permahold at best. not going forward at worst
was there a value there before on crump/bg?
i see you logged a payment yesterday of $500,000
it was at 250k. as far as i could tell, they've only paid a total of 500k for that one. the other one they paid for back in like march was manley.
ok, sorry. done sending stuff over to andy and can focus on these updates now
you didnt make any changes to Nations/Ghozland - AFFF, right?
I didn't do Crump AFFF because there were two and i was confused.
ok, so based on previous campaign, they had a approx delivery of 142, it says 150 in copper, but based on 500,000/3500 = 142
that one i just left alone because i was starving lol. i didn't even look at it in copper
Im going to change it to 168. did we get a payment on that one?
unless cameron is increasing their price from 3500/lead
wait, did you change the value yesterday when you logged their payment?
i think all i did was add the payment. lemme check
yeah i was gonna say it's not in the activity
need to make sure to update the value when adding a payment
^if they're not paying what the owe. i know that's not super common but still
thats a pretty steep increase but i know some AFFF are going for 8,000
yeah i don't think i saw a price update on that one from him
we may need to ask cameron on that one just to be sure
that is the only one that is open right now for crump
crump/elg isnt listed on the PvS dashboard. only crump (tip) is
Crump/ELG is in the archived pipeline. I'll move it back. Did we just reopen that? i only moved stuff that showed as closed on the open/closed tracker in monday
we need to make sure that is the one he is talking about
i know he is on a call with Nick M right now
I was playing around in copper with the dashboard feature
not sure why that isn't everything but that's the gist of it
there are two other options. let me see how they show up.
eh? it's not bad and it's automatically generated out of Copper. I could probably make it prettier
oh snap! i can send it to lookerstudio i think.
all it is is a CSV file from copper. nothing too crazy. we can set up a copper to lookspedia link
K. i'm going to send it to Andy now to check out.
The Ghozland/Burg Simpson - VGA that Andy emailed. Did you get that sent to Cameron? Also, do you know the value?
i've been in copper land. let me look. i don't know the value but i'm guessing it's $1500 a lead?
ok, they paid 200,000 on 6/27/24 for a VGA campaign with Meadows. They (Ghozland) are now moving that campaign to Burg Simpson. They had spent 6,000 with Meadows so they are re-allocating 194,000 to the new Ghozland/Burg Simpson - VGA campaign.
Does that make sense....LOL. checking for my own peace of mind
yes. that's what i needed. so the value is 194000
we need to decrease the value of the ghozland/meadow - vga campaign to 6,000 also
i would think so too, but don't want to be wrong on that...lol
i adjusted the meadow law entry. fingers crossed that shows correctly lol. Just need to do the new one and have a payment of 194k
one of these is one that i changed because cam highlighted it to be one thing and now it's totally something else. oh em gee
make sure you bring this up on our call with andy and ryan
we can't hit a moving target that's floating around in the dark
can you give me the LP ID for Larry Jones - IL Juv hall?
asked mark, but he is on PTO and hasn't replied
we need to bring this to his attention. we did what he asked but now it is wrong
did you add the ghozland/burg simpson - vga into copper?
and leaving notes as to why i was making the changes lol
should i put a payment in the ghohzland/burg simpson? if so, we need to put a negative 194,000 in the ghozland/meadow
i made the meadow one 6000 since that's all they used towards it.
if you make the payment date the same as the ML one we should be ok.
yes, but do we need to subtract the amount we are moving to the other campaign
if i put a payment of 194,000 on the new one and there is a payment of 200,000 on the old one, it is like we got paid twice, right. or am i missing something?
let's have ryan look at the backend of this one lol
200k is gone. should just be six. lemme check the dashboard thingie
ok, im going to add a payment of 194,000 to the new one
can you take a look at 32449875 and tell me what i need to fix lol
it doesn't pull antyhing up when i search that number
wamp wamp. copper reports don't include payments. at least what i can access doesn't
i haven't received an answer from Adrienne yet on Andy's office
I also can’t get paid vs spent to show anything other than 3 items
are we going to list every payment on the sheet separately or just one bulk payment?
do you want the "make people happy" answer or the "I've done accounting" answer?
antoher 10 mins and they will be out of andys office
will people get mad at me if i add a column to the Sent Contracts page that says "added to copper"?
Can you double check those 2 that Cameron sent in the other slack channel, just to make sure they are correct.
yeah the first one shows 950k in payments and the updated value of 950k
the other i'm putting a note in because it's WHAT HE SAID IT SHOULD BE
Maryland Juvenile Hall Abuse - Bailey Glasser/Rhine do the files show?
I’ll look when I get back. I’m grabbing a bite to eat.
on the one for Rhine - MD, Cameron wanted the Copper order amount changed to $500,000?
having a blonde moment. what was the deal with this one? 31962582
why when i try and search by lead id, i always get no search results found?
the one above you asked me about, which campaign is it?
yes, thats the one that needs to be deleted
Did a payment come in for Meadow VGA? Cameron said they only owe 46k. I show they owe over 1 million….
lived on the edge of the Angeles National Forest for a year. I won't live that close to a forest again.
i didn't see any messages on my end about the copper report thing so thought i'd ask
so do we want Brian to enter payments in copper or just leave that with us? we'd have to tell him he's got to update the budget
No, I think we should be doing that so we know it is correct
any idea what this channel is? call center SL Channel I can't find it and Ryan mentioned it
i did a search in there and vertical is discussed
good thing you asked....how were we supposed to know it was that channel?
can you look at this one real quick...31683467
you entered a payment yesterday for 219,154. according to cam's new adjustments, he wants it to be 163,154
yeah he's apparently changed his mind on some of these
i deleted it. you can put in a note that he had it changed from 219 to163
about integrations for the Miller campaigns
They've been a challenge. not so much our end but theirs
What's terrible is I had it right on every sheet i have, including copper, except for that payment sheet
maybe you updated that sheet and it didn't save?
No, i think i just forgot to subtract that 130,000 from the MD campaign
it's marked as leadspedia off in the daily dashboard.
I have a few things i'm worried about in regards to payment applications. 😕
yes, i had the retainer pulled in lawruler
I'll make the copper changes to the bowersox campaings we just went over
no you're good. i'm sitting here thinking about payments and keeping that updated and ryan's report, and how crap isn't right but it's not our fault.
stepping out to pick up my wife from an appointment and grab some lunch...may finish up the day from home 🙂
Question, is it the invoicing channel already showing all revenue coming in when Brian received it?
OK, then how is this new channel going to be different? Thinking out loud while I drive. Sorry if there’s any errors in this, I’m using text to type.
you're good. i'm trying to figure out how we can get better, accurate information. i'm about to just create a payment received spreadsheet or something.
Can’t we just use the Cameron and Mark spreadsheet that we have access to and take the payments off of there?
The problem being, we are only as good as what Bryant is giving us.
that's the big issue - the info gap. that file has its flaws.
Yeah, and what’s all on the “other” spreadsheet that we don’t see…lol
Can you look at Bowersox - IL Juv hall in Copper and from Andy spreadsheet. My brain ins't braining on it and it is wrong from what I just looked at
I think, i need to add a payment of $425 and remove my negative payment, correct?
Yeah, I didnt notice the payment ryan had put in there earlier and that is throwing it off on the dashboard right now. tyring to get that one the PA one fixed before Cameron notices 🙂
i've been checking for glitches and stuff too.
I know i changed the target order amount to 530,000 in PA but it is showing 480,000. I just changed it again.
it does drive me nuts how long it takes for the dashboard to load
yeah and if it doesn't correct itself after like 5 minutes you gotta message ryan
maybe it's refreshing and your browser is being dumb
yeah, it is still showing they owe $23,100 on my end
yeah bug ryan. he'll have to do refresh or whatever it is. i wonder if he can get us to do that?
I'll give it a few minutes and it updates every 5 minutes. I also updated the Aprox contracts and 2 of them are still showing a negative
I have updated Meadow Law - VGA for the day
I realized my question to Cameron was dumb and I deleted it since it goes off data from the customer dashboard from the previous day
yeah really. my brain is already wanting to get out of here lol.
are you going through the paid vs spent right now?
i was about to go throught he paid revenue left to spend and see what was negative
didn't want to work on any you were working on
its annoying me. it wont let me go to page 2
i'm comparing the negatives to the ones from yesterday's file and i don't think much has changed
with bowersox and meadow fixed, i think we are good...
oooh kiley grombacher is very different today
they are over 200k and that's all they've paid
Yea, they had a few that were in QA that hasn’t gone final so they are still adding a one or 2 here and there.
Cool. Ok I’m out. Going to a movie tonight. Have a good weekend
Can you update the Meadow - VGA to match the dashboard for Cameron
yeah i'll go see where we are at and get it updated
it is over here also. I have my earbuds in to cut out the "noise"
The noise cancelling headphones. They do nothing.
and by noise...i am talking about 1 person in particular
I'm hearing a lot of stuff. plus Camp Lejeune and VGA addiction.
I don't envy you for that. it's terrible at times
VGA has been kinda loud so most of the time i'm just like.... damn maybe i have it. lol
"How many hours a day are you playing in the summer? 4?" and i'm like "That's all?"
so basically you just send people their dashboards, a snip of it, and summarize stuff on the dashboard in the email body.
don't make a mistake. Andy is pretty picky on that with these...lol
so double check the math and make sure you have the right report and dashboard attached.
so i get this call from some real estate scammer. and they say, "we want to buy your house on...." and they gave my parents' address. I said, "$5million." The lady paused and then just said, "Nice." I said, "Thanks." and we hung up.
i just ran the report to see what i can find out
Normally, someone on Brianna's team would do that and can usually do it faster...lol
i'm gonna toss it over to them. but i'll play with it
Dennis can probably get it done since Aidan is out today
are we meeting with andy today? i think he mentioned it?
revenue chat. he just says review though so not necessarily a meeting lol
i've reminded cam twice now about the breakdown of the $2mil flatirons paid just fyi
I guess we'll find out when he tells us the report is wrong
should invoice signed & funded stay in the sales pipeline or should it go to the orders pipeline?
I was moving one of the LA county ones from the sales pipeline (invoiced and paid) to orders - funded setup and I just wondered if it made more sense to have invoiced and paid in the orders pipeline. Already moved it. :$
this one: I'd love to archive those lost ones.
ask patsy about those. she may want to keep them there as a reminder to keep in contact with them. they were sold and paid and then backed out and we sent them a refund, i believe
How confident are you that the Crump/ELG - Firefighting Foam is correct in Copper?
that thing is a hot mess full of mystery money. i only know of the $1mil i invoiced them
Remember last week, cameron asked up to increase the cap by 125. I am trying to figure out how many they have left. the dashboard says 287
i want to ask cam, but i also don't want to ask him....lol
you're looking at the one that's like $7m right?
they JUST paid $1m on thursday and friday for that one, so that bumped it up
if he messaged you before that then it's already added in i'd say
he had sent us a message last week on 7/24 to increase it along with 3 other campaigns
k. the average on ryan's dashboard is like 2900
yes, becasue they had 2,000 of them that was only at 2500 before a KPI increase
based on those numbers, they should only have about 78 remaining
That request from Andy in the invoicing channel...I know we did 2 invoices, each for 100,000 for AWKO. One was sent to Brian Aylstock and the other to Keily Grombacher. I'm not sure how he is going to want this new one
we actually did 1 invoice and sent it to both. which is weird
I mentioned the 9/29 game (it is my birthday) but I will be in Michigan that weekend, so I can't even go to that game....lol
lol that's my aniversary weekend. my husband hates football though lol
we just started that CPIA AFFF one. that was fast.
hi! These two look like duplicates but i'm not 100% sure. What are your thoughts?
31684495 31684496
One is EO and the other in Non-EO, which technically are different campaigns, but really the same. So they are in as separate orders.
i just thought i was going crazy from staring at these so much lol
Did you see Camerons note to increase the cap by 50 on ACTS/DL/Flatirons - Chowchilla? Should we add money to Copper or leave it show it will show a negative until we get a payment? Thoughts???....
just saw it. was in pipeline land. So i keep bugging him for the distribution of Flatirons' last payment. maybe this is included.
as for the copper part. hmmm . accounting me wants to show it. because then i can be like "Can we put the monies here" if necessary
I am going to leave it as is right now in Copper since he didn't say a $$ amount.
He may complain about it, but then we can ask for payment detail.
which one is this? ok, new situation. Patsy just called me about 31852719. IT's basically a renewal of 31450160. There are only the 2 leadspedia IDs. shouldn't we merge the two?
there's an archived one and the active one is the one that he renewed. she created two. the one in the order pipeline doesn't show up because there's no LP id
my brain hurts from this copper/dashboard stuff
i'm gonna go to lunch. no more computer screen for a bit lol
we got a new order for copper that andy just emailed me lol
muchas gracias! we should get payment by tomorrow.
Ok, ill move it back to to sales pipeline. i thought we got payment already
andy wants to push it through quickly and they just sent the wire so it's probably fine
That's ok. I moved it back to invoice sent since we haven't been notified of the payment yet
Did you ever hear from Flanagan about their invoice?
he did sign it this week. so i think they should pay this week hopefully
uggggggggggggggghhhhhhhhhhhhhhhhhhhhhhhhhhhhhh
and i have a giant thing on the invoice that says WIRE ONLY lol
His first payment was a check. everyone after may have been a wire
he's probably sending a check. too much can go wrong with a wire - him probably
i'm looking at the paid vs spent and going through the negatives in the "Paid Revenue Left to Spend" column.
Do you know of any mystery payments that would cover any of these? lol.
No, I went through it the other day also. It must be correct because Cam hasn’t said anything.
some of these i know are getting paid too. so we'll see what he says i guess
AWD LawParaquat$ 375,00030 contracts @ 12,5007/31/24Andyyes8/1/24
sorry, just saw him message in the other channel...lol
the new archived page. in the chat with ryan.
theres a new tab at the top of the dashboard for "funded archived"
That Adair payment of 100k was for NJ Juv Hall, yes?
Ive created the new opportunity in copper for the AWKO - Chowchilla
my monitors just doubled in size. i'm not sure if that makes me feel old or like i need to play some video games.
is this one hiding in copper and i just don't see it? Stock Fraud Class Rep - Dicello - Shield Legal
fun! and no invoice. It's dicello though and i don't think i've ever invoiced dicello
i just went through everything open in copper to see what needs to be moved to closed or whatnot. I'll email you the list. i'm sure there's some stuff on it that can stay live
ok here's that list. i highlighted what's listed as closed in the Open/Closed monday page.
that list is a mess. there are a bunch of fields that are "null" that aren't null and have data in copper
something is seriously wrong then. there are a lot of "copper order amount paid" that are null. I am looking in copper and the payments are recorded
The dashboard is correct on the one I am looking at, Larry Jones - Asbestos (31683507). But on your list is it all wrong
hahha jinx. i pulled the first one i sent you at like 1pm.
ok let's try this again. These are showing as closed in the open/closed file:
Copper Order ID Copper Account Executive Copper Client Copper Contract Name
31683491 Cameron Rentch TC/MC Firefighting Foam - Levinson Legal (TC/MC)/ELG (TIP) - Contract closed
31683493 Andy Rogers Van Law Firm Firefighting Foam - Van/ELG (TIP) - Contract closed
31683506 Andy Rogers Bailey & Glasser LLP Firefighting Foam - Bailey Glasser (TIP) - Contract closed?
31683528 Andy Rogers Bailey & Glasser LLP Michigan Juvenile Hall Abuse - Bailey Glasser/Isaacs & Isaacs (TIP) - Contract closed
31683555 Andy Rogers Bowersox Law Firm P.C Maryland Juvenile Hall Abuse - Bailey Glasser/Bowersox (TIP) - Contract closed
31684492 Cameron Rentch Dicello Levitt Firefighting Foam - Dicello/Flatirons (TIP) - Contract closed
31684493 Cameron Rentch Aiken Farrell Kroloff LLC PFAS Water Contamination - Napoli/Shkolnik (TIP) - Contract closed
31684497 Andy Rogers Ghozland Law Firm Firefighting Foam - Bailey Glasser/Ghozland (TIP) - Contract closed
31684501 Andy Rogers Bowersox Law Firm P.C Firefighting Foam - Bailey Glasser/Bowersox (TIP) - Contract closed
31684504 Cameron Rentch Kuzyk Law Firefighting Foam - ELG (TIP) - Contract closed
so in copper these are in the funded live section. I'm wondering if there are some that we need to move to archived
you got a lot of IT excitement down there. Mel's your neighbor now. She was by me.
Can probably move all of them except for 31684497
the dashboards.... i'm going to need access lol. I'm not sure if that goes to you but heads up if so.
cool. he's about to get a lot of requests lol
Yeah, you may want to message him and ask if there is an easy way for him to give you access. Or if he has to do each one separately.
so if they owe a balance, you don't send it? or is that just for Van?
If you see I have sent it to them, you can send to them. Andy approves if I am to send it if they have a balance due
at some point this week, can we go over the cap stuff that you do and pulling retainers and all that? like i get the part where you post in slack lol
we need to move the DiCello/Flatirons - AFFF campaign from the Archived Pipeline to the Order Pipline - Funded Live
It has been open and Cameron just told me to increase the Aprox by another 200. I have added the additional 200 but I didn't move it
i'm doing a copper audit based on the open/closed tracker. O.o i started Friday lol
Can you make a Tough Mudder Illness case type in Copper?
yeah working on something for craig and i'll add that one in
do you want me to enter Tough Mudder in copper? i got the type done
cool. i didn't see it so i wanted to check. 🙂
Cameron has a cap of 400 at 275 each, thats only 36
ok, its in copper. i left it at 400 since that is what he said
Did you get the CooperSurgical IVF order to mark so he can create the LP?
hmmm i thought cam did everything on that one since it was a rush. i got it
has cam said anything to you separately about that paid vs spent thing? i haven't heard anything lol
he still hasn't given me a breakdown for flatirons >.<
no, nothing and I am not going to press him on anything on it
morning! are you working on that thing for Andy? we got mystery money and i was trying to figure it out for Brian
So i think there's some confusion with AFG's NJ campaign. Cam submitted it as Lakin but it's Bailey Glasser
would Lakin actually be involved or did Cam make an error?
I have no idea. I'm pretty sure there is a mistake somewhere....lol. Did you ask Cam? He is going to be the one that will clear it up.
He hasn't replied. the one i sent is absolutely not lakin
yeah, he is going to need to reply and clear it up
my dog was sick most of the night so i'm going to run home for lunch to check on him. be back in a bit if you need me for anything.
ok i'm back. question,. what's your process for alerting Cam we're at cap and then pulling retainers?
When we get to cap, I put a message in the slack adminshieldcallcenter channel and tag him and andy. If Cam doesn't answer after 10-15 minutes, I will send him a text. We aren't supposed to pull a retainer unless Cam says so. Once we get the go ahead to pull the retainer, I post a message in the overthecap channel and tag Anthony Soboleski and Sunnie Nakagawa to pull the retainer (which ever it may be) per Cameron and if we are authorized or not to move leads to another campaign and which campaign.
I will forward you the text message that I send Andy (and sometimes Cam) every 2 hours at 8, 10, Noon, 2 and 4 with count updates for AFFF, IL Juv Hall and what ever else is at 75+% to cap. I just copy and paste the text every 2 hours and then update the counts as i get close to the time to send it.
Usually I just send that message to Andy. This week I have been sending it to Cam as Andy has been in London.
that seems easy enough. the reports seem more intimidating lol
i updated the chowchilla cap in copper per Cam's slack
ok i'm wondering once again if a sales team slack channel would be a good idea lol.
did you see the email from Michael Flanagan that he was sending a check?
it was supposed to arrive yesterday so i asked brian if one is showing up
question - would it make sense for me to go through the callcenter channel and get retainers, forms, etc and upload them in Copper? or just leave it and keep doing the stuff as it comes in?
Yes you can. Most should be in there as I had copied them over for open campaigns.
I have set up forwarding, i think, in gmail so you should get all the emails for monday. I am going to have mark send me an email to see if it works (more like if i did it right) lol
let me know if you got a "test" email from Mark
sweet. i am just going to leave it on for now so I don't forget to turn it back on
so who all should have access to that drive for Baypoint Advisors back up docs?
not really sure who would be the best uploader lol
i have no idea. that is something that Craig was setting up
have we received the 100K from AWKO for the chowchilla invoice?
I don't see it in the invoicing channel, just want to make sure I'm not missing it
lol, i didn't find any recent invoices for 150K, other than Nielsen but we received his monies
question for you. if i'm looking for copies of completed intake packets, whom do i bother? i ask because Baypoint is wanting to get copies of them uploaded to shared file
Probably will need to ask the integrations team. But I’m not 100% sure on that.
i think we're at cap on NEC Baby Formula - AWKO - AWKO - Shield Legal
i just ran it with the 9 Signed statuses we use and it comes up with 15
let's go with yours. i had an error message happen and maybe that caused it to glitch
i'm running a lawruler report with the 9 signed statuses
I do the status check as the report can have test leads and my not be updated for declines they didnt get charged for
i had an error message and i think that's what happened. i'm trying it again.
Here's a new request for me. - Darius Khosravian wants his LA county clients to also give a backup/emergency contact in their intake. Is that doable?
i would think i would just get it added to the intake doc. 🤔
Yep, it will need to be added to the intake form. Send a message to Mark, Anthony and the integrations team. I’m not sure exactly who would add the fields.
I’m heading to the airport in a few minutes, so I may not be as quick to respond.
maybe you'll win some money in a slot machine at the airport
i hate losing money. i get it. i only play at steiners lol
1 made me just breakdown and cry but it's all good. I was just very very stressed lol
Thanks. Wow I came back to a lot.
What was the mistake on? Or would you rather let it go?
it's ok! i'm good now. the first was on Paraquat. i looked at Ryan's PvS wrong and thought we hit cap. yeah it was a thing but it's all good.
The second was similar. It's all good.
the second one, even though not nearly as bad/annoying, made me cry. 😂
No worries. Can you send Andy the text updates today 8, 10, 12, 2 and 4 today? My cell phone died the second day of my vacation and we got back to late last night for me to get a new one. So that is on my agenda for this afternoon after work.
does he know you're phone got eaten by a shark?
I sent him a slack message, but if you include that I don't have a cell phone in your first message, that would be great.
question and i think i know the answer but in case i'm wrong.... if a campaign had a few signed and declines and has room for like 4 more leads, can i message the callcenter chat we use and see if we can get it reopened briefly? Although if we're moving money to another IL Juv Hall campaign....
Illinois Juv Hall Abuse - BG - Larry Jones - Shield Legal - the one in question
Normally what I would do is let Tony know that we have room for 4 more signups and see if he has one or 2 people that can call leads. If we open it up to everyone, it can be difficult to stop right at the 4 since the dialer will get loaded with the leads and we could have 20 people calling leads and if half get ahold of someone, we could go over easily
ok i'll bug tony and i'll have you on the chat to judge lol
Did we receive any of the money for Lakin - PA that Craig had you send invoices out for?
Ok, just wanted to make sure i didn't miss it
Adair is paying for an extension of the one they have with him. he's doing one by himself
Ok, so one for just Brad Lakin. Did we send one to AFG also?
legit thought that was just to me too. but yeah, billed $ 46,234.
debating on if i should send them an update for the chowchilla campaign
There were two bad leads or something like that
Give me a bit and I’ll find the info. Last week felt like a month lol
12
AFFF
Crump/ELG - 2227/2227 100% DL/Flatirons - 538/589 90% Napoli/AFK - 241/273 88%
IL
Forman - 27/65 Larry Jones - 42/50 84% MW - 68/119 57% Walsh - 97/125 77%
75%
AFG/Lakin-PA 61/78 78% AWD/Wagstaff - Paraquat. 50/70 63% AWOK- NEC 20/22 99% BayPoint -PFAS 235/238 100% First Law- MD 37/45 84% Kuysyk - ACV 22/25 88% Meadow - Gaming 2270/2270 100% Meirowitz- MD 136/169 89% Van/ACTS - CA 97% Van - MD 294/307 96% Walsh - MD 136/153 89% BG - Ghozland MD - 38/40 93% DL/Flatirons Hair Relaxer - 184/216 82%
yeah, we are at cap for that walsh - IL campaign.
i just pulled it up in copper and the cap # was wrong
but according to funds, they have paid us 400,000 and have spent 404,600
yes we need to update the number on the update to andy
and put in to cameron that we are at cap and if we should close it
andy texted me to turn it off but...cam hasn't replied to the slack 😅
I would post it in the 'overthecap' channel and say "per andy....."
The MD Juv Hall - Rhine campaign is still open. I know BG paid 44,100 of the outstanding balance of 88,200, but nobody has said to close the campaign yet.
Leadspedia is off, so it isn't actively being worked.
But we could still get signups if one of the intake agents selects the Rhine retainer in their dropdown menu when calling a MD lead
I'll post it in a minute. Going to do this invoice for Andy
yeah, i was typing an email and Andy decided to move my mouse and clink on slack...lol
Can you send me the 4pm update to andy when you send it. I will start doing them again tomorrow
as long as my phone is available for pickup when i get out of here
They sent me an email that it was ready, so it better be
4pm
AFFF
Crump/ELG - 2227/2227 100% DL/Flatirons - 539/589 90% Napoli/AFK - 241/273 88%
IL
Forman - 28/65 Larry Jones - 42/50 84% MW - 68/119 57% Walsh - 97/100. 100% of $$ budget
75%
AFG/Lakin-PA 61/78 78% AWD/Wagstaff - Paraquat. 50/70 63% AWOK- NEC 20/22 99% BayPoint -PFAS 235/238 100% First Law- MD 37/45 84% Kuysyk - ACV 22/25 88% Meadow - Gaming 2291/2291 100% Meirowitz- MD 137/169 89% Van/ACTS - CA 97% Van - MD 294/307 96% Walsh - MD 136/153 89% BG - Ghozland MD - 38/40 93% DL/Flatirons Hair Relaxer - 184/216 82%
Im having some confusion on the DL/Flatirons - AFFF count. The PvS is showing 397 signed contracts, but LawRuler is showing 573
bug ryan. something is off in his report again then
i bugged him the other day. it fixed it for a bit
it was fine for like ever and then crapped out
I am just going to go with what LawRuler is showing
That one has like gone crazy lately. it was pretty slow early last week but then BOOM
they've started talking hair relaxer over here
ill try again in a bit when IT is done trying to get slack back on my phone
for some reason, slack isn't recoginzing my email and password and says i need my "corporate mobile device" to log into slack
i keep getting "confirm your email address on slack" emails lol
how much do you think brian can see of the daily cap stuff? it's coming up in his meetings with al
also, it helps if you click "save" when you turn off the auto forward messages in email....lol. Its off now
Brian gets asked how we track stuff. i think we're ok so disregard
what is the value for the DL/Flatirons - NEC? I'm putting it in Copper right now
Am i blind?? i dont see the Grombacher payment in the spreadsheet
it was originally just an extension. but then she joined and it all changed
do you know what the story is behind DLA Law Group?
No I don't. That would be an Andy question.
no emails or anything. it's like they just.... ghosted us
I sent him a message about them a few weeks ago, but he never responded to me
i'm also trying to figure out what's legit open for sandy van
did she pay and cam not tell us or something like that. i gotta go through the PvS spent stuff i'm sure
Before you send Van Law anything, make sure you go over it with Andy first. He (and Cameron) are very particular with them.
oh no worries. i'm not sending anything to them. i'll probably check with cam and andy later about them
i wonder if we need to do an audit of what's still open on monday that needs to be closed.
if it's open in the daily cap dashboard it's open on monday last i checked
Yeah, we probably should. Someone had to put that retainer back in.
I know it was pulled right after it went live and they signed 3 and they wanted to move to a different litigating firm, so they partnered with Burg Simpson
do you have a list of what for sure should be closed?
k no worries. i just downloaded the monday board
ok i just shared it with you. i highlighted ones that are closed in leadspedia and aren't a brand new campaign
The tough mudder campaign says in copper that the apporx is 400 but they only have enough funds (from the start) for 36
so hes saying he is expecting another 100k from them
maybe? that's why i'm thinking it won't hurt to lower it
the first couple of days it went really quick
is the open/closed tracker missing stuff? or i'm i just losing it?
doesn't seem to be missing anything. it pulled right from monday.com
yeah it's weird it didn't appear in the excel file
ok sheet1 isn't pretty yet but it's got all of them
Didn't we get a check from Flanagan for 50,000?
is david van part of van law, do you know?
He's Sandy's brother but he's not part of her firm
i don't know if he's with another firm or what
"why don't we have signups for nielsen?" because no one has qualified yet. uuuuugggggghhhhh it's too early for this
they need to give me 15 min for coffee chugging
waaaaaaaaaaaaaaait a minute. what if legal case advisors isn't for contracts but leads
Well, we don't have any signups for Nielsen because Cameron never had us turn on LP until he did it yesterday when Andy asked him about it...
i had been bugging him about nielsen too. mark did as well at one point
i definitely think it's for leads. Leadspedia is full of leads that got sold to them. however that works
NOW i remember. i was worried that Van stuff would show up in that feed.
i'm going to mark some things private. let me know if you see them. look for Andy to Kyle Nenninger and Andy to Seth Katz yesterday afternoon
if ryan doesn't get any help my suggestion would be all of us signing up with non-gmail addresses lol
one of us needs to go delete everything from/to sandy van
ok, so weird that mark can see that you deleted an email in the feed, but i can't see that
as long as he doesn't see what i deleted that's cool
yeah i just tried something as well and it didn't work
uggggh why can't we use Salesforce or D365 or ANYTHING ELSE lol
Did cam get you the allocations for any of the new flatirons money that came in?
we are at cap for their afff campaign and he isn't responding to my text message
i'm going to send you a test email to see if it shows up in copper
so that's with me making private the default and turning off like everything. if you want to do a test, go for it
yeah me either. so that's a good sign for new stuff
Cameron will need to make that change in copper so nobody can see his new emails.
there's one way i can think of to stop it for good
if we remove them frm Copper then how do we assign accounts to them in copper?
ONE PERSON. that's all it ever takes is ONE PERSON. uuuggggh
that one kid that always has to do something dumb
i also gotta figure out why patsy changed $$ on one campaign
like cam had me change it to 1 thing. i also had the payments to back it up.
If cam had you change it, that is what I would go with. You may need to ask Patsy why she changed it
my right hand is a little upset with her at the moment.
i wonder if the old emails will go away if the account is deleted?
i'm going to reach out to copper support about some stuff.
yeah i should demand compensation from them for my hand hurting
i have a bad feeling that something is going to go wrong and the PvS will be broken and then, it will really hit the fan
i just clicked on the "accept invitation" in the email i was sent and when i do, i get "You don't have any invitations"
yeah. cam isn't happy about it. can't say i blame him. my right wrist DEFINITELY doesn't blame him lol
yeah. I don't know why they didn't just leave it the way it was now. Now that we have it so emails can't be read
yeah. or if Copper would let an admin change email addresses.
radio silence from copper now about email deletion
do you want to update the owner names and i keep deleting?
I will when i have a minute from working on something else for andy
ok. i need a change of scenery for a minute so i'll do some of them lol
I just did one to make sure it worked...lol
I have gotten 12 emails asking me to accept an invitation
so i'm in the pipeline screen. when i click on a square, it opens on the right side. from there i can change the owner. i'm literally just opening them and changing it.
that's why you got like 100000000 emails in 4 seconds
i just doubled checked them and also did the sales pipeline
i'm in the archive but that part isn't as pressing.
can you select me in the feed and see if there are any emails from Scott Duncan from yesterday
yes the very first email is from Scott Duncan
...........................................................................................................................................................
let's just delete the people who shouldn't have access to this stuff!
i guess we should meet with people to see who should really be able to access the CRM
i just can't believe that copper can't do something about the emails
theres only a few us to begin with...you, me, ryan, patsy, and brian now that cam and andy are out
the oddest thing to me is copper can't...or won't... delete it
i wonder if they popped back up becasue of the changes copper was trying to make for us
i dunno. can you go look at your feed now and see if any emails show up for this month?
awww my pod is filling up. gonna have to move the snacks.
ok who are the most sensitive clients? Van for sure.
it's hart something. andy and cam were like keep their stuff private
or at least some of their new stuff he said
I feel like there was another one, but i dont remember it
We need to make sure that the Volgelzang campaign doesn't start until the 26th at the earliest
it went live on Monday.com today but it is off on LP still
and needs to stay off in LP until the 26th
i did remind him. but im not sure if cam knows
i think integration is still in setup stages too so we're probably ok.
yes, just asked nick about it. it should be ready sometime next week to go live
ok. so i think you and i can still see emails because we're admins
Who is Gannon Baca that is requesting access to the open/closed tracker?
i'm scared to look at copper. like what if it decided to resync? i don't trust it
says, no email activity in the last 30 days
You are an admin so according to copper you’re allowed to see it even tho it’s private 🙄
AWD/Wagstaff - NEC isn't in copper and I don't see an invoice that was sent but the campaign got opened in Monday this morning. Any ideas on this one?
Also, Patsy doesn't have any pricing on the Pride Law - Riceberg Sex Abuse campaign. I sent her a message and she said she doesn't have any pricing as it is a test campaign. We can't move it through Copper without pricing
*Thread Reply:* Last time I just asked Cam. I’ll bug him again.
NEC - AWD/Wagstaff. Apparently everything got sent to Anthony in a dropbox. I kept asking Cam for the info and didn't get anything
here's one for you.....DL/Flarirons - Paraquat. When i get a count in LawRuler, we are at 315, but in the PvS it is showing 377. What I have been tracking and counting is at 412...
in the raw file i pulled at noon i've got 372
there are 59 total signed and declined so far for that one
I I don’t have the declines in mine. I forget there are more declines with Paraguay
anywho i know why what you're getting in LR isn't matching. It's because Ryan is using more Signed e-Sign whatevers than the 9.
I'll message patsy and see if the firm wants to extend
i already did yesterday when we got to 70%
the columns: money firm - Campaign - % - What's left
Yes. And in thinking we can't use $$ to figure % or whats left because Anthony and Jackson can't see the $$'s. So we have to use the cap #
"dear gemini. here is my file. please do it for me. kthanxbai
i haven't met the longhaired guy before. who was that?
has anthony sent anything over to you yet?
are you working on the one for Patsy as well?
but LawRuler is realllllllllly slow right now
eh let's see where this goes in the next few minutes.
watch it give me the report in the next couple of minutes lol
i'm overthinking this excel thing. I've already done 9/10 the work
totes and if i can get this file to automagically be easy....
Do you want to go over and talk to anthony about what we need from him?
are you going to fill in the caps? i don't want to do that if you're about to
and maybe a cap alert in monday isn't bad? hmmm
i was thinking about cap alerts in monday a while back.
I can. I'm working on another project for Andy right now, so if you have time that would be great
and damn lawruler is still slower than shiiiiiiiiiii
i just messaged anthony about when i can go in there and play around
we're now close to cap on a couple of the CA Juvys
It's not anything Paraquat. It's just a table with the cap stuff.
ill work on the stuff for Van Law they are asking for
I went to get food. Want anything from chick fil a
I’m so hungry I told the guy at chick fil a my name is spicy chicken sandwich
how did you get the file from anthony to look like what is above?
he was in it and i just copied the data into another spreadsheet to see how it would look
something isn't pulling right. for example, Meirowitz - IL Juv Hall says it is at 63% with 44 remaining. but we should be at 75% with 23 remaining
what's the cap for that one? maybe i don't have that right
also, some aren't showing up. for example, Lakin - PA Juv Hall. that one isn't on either sheet
fixed the Meirowitz one, the cap was wrong
so the list is straight from the monday open/closed file
Lakin is on the Monday open/closed list that i show
but not showing on the list that anthony imported
Andy likes how it looks. We just need to double check all the numbers and make sure they are correct
which i am in the process of doing right now
i have added the filter. only thing left is to hide the cap
i don't have the # for when it got re-opened.
I dont really because it just keeps getting increased by cameron
his "office" was the lactation room and it wasn't needed until now
I'm not real happy with this sheet we are doing for him
TIL we have a lactation room. They should also make it a crying area lol
So part of me loves the idea that it's automated. the other part of me wants to continue on the manual path
exactly, it seems there are a lot of errors with it being automated
yeah... a manual method would be a backup to until we know it's accurate and all the kinks have been worked out
i have that in the works. i'll start working on it again in a bit
thats what i am going to do, manual for now until we get all the bugs worked out
i already have one, the one i have been using since the day i started
i'm kind of wonderin though it it would be good for monday to alert when something is at cap
ok on the daily cap dashboard there's a Status table tab.
It's so basic it ordered a Pumpkin Spice Latte
i just checked the auto file and it looks to be working. still might break lol.
At least it’s working. How often is that updating?
Not sure on that but it was current when i checked a little after 4
I’m now going through the live file to see if it’s working. I’m going campaign by campaign
ok, can you do the 10 am one also please. So i can get working on the emails
stupid doctor was 25 minutes late for my appointment and i was his first appointment
Nobody has said to pull the retainer. Cameron turned off leadspedia to slow it down, but he nor andy said to pull the retainer
ive been worried about it all weekend. I did say something, in text, to andy about it on friday again.
maybe that's the firm andy is talking about in that email
NEC - AWKO only is finally at cap. We can move everything to AWKO - grombacher
That is a question for Cameron to see if he wants that to happen
I've already made one mistake today, as you saw on the email from Andy.
i get it. that was me two weeks ago. it'll be ok!
Also, the tough mudder is one of cameron's. I don't normally track or send out emails for him, so I am not sending that one outj
oh for sure lol. at least not until bugging andy
Do you have an email for Eric Neilsen. I don't see one in Copper
btw i don't speak spanish well. i just worked with a lot of mexicans.
New Order – Campaign: Pennsylvania Juv Hall Abuse Firm: Lakin CAP = 20 Campaign Criteria: Clone AFG/Lakin PA JUV Hall Criteria
Distro: Brad Lakin: BradL@championsfortheinjured.com Matt Cheatham: MattC@championsfortheinjured.com Shield distro API integration: no Retainer, HIPAA Attached. 2 files
you posted the above in the direct chat with me. Andy and Cam wont see it
can you do it for noon? I have about 15 more emails to send out
there are some campaigns that don't match 100%
Are you going to use the cap dashboard or do it manually again?
i have it up and i'm referencing it. most of it has been matching
Anthony Soboleski [12:57 PM] i'm only counting when they go final [12:58 PM] Anthony Soboleski
so we've finalized 169 This is an issue with our reporting, as we need to report the 9 signed status i normally use.
and ryan's paid vs spent uses all the Signed - eSigns
we need to get Anthony's thing aligned with that
i dont want to ask him how much work it would be if he updated his end to include all 9 of those statuses
ill go ask jackson to see if he has an idea how much work it would be to change it before i bring it up to anthony
jackson said it would take quite a bit of time to do the integrations from lawruler to zapier to include the other statuses.
I'll ask anthony about it in a little bit, he wasn't at his desk when i was over there
well, check out PFAS - Levinson (TC/MC) - ELG - Shield Legal - this is the one that's in the file, not the Baypoint one. That means this one is still open in Lawruler. If i look at the amounts in copper and what we've signed, it's over the cap.
yes, that should be correct...$600,000 and i have them at 169 also
yeah cam had us change it to 216450 on the 19th
we moved money around on this one, right? logging payments in copperNJ Juvenile Hall Abuse - BG/Bowersox
we've got to build NH Juv Hall for Bowersox into copper
Done, it is in the sales pipeline, invoice sent. since we don't have a LP id yet for it
are we starting a new AFFF campaign for them or re-opening the old one?
ill ask andy if he has the retainer for NH
i put it under the original but we can change it.
emailing Jon Becker at BG to get the retainer and hippa for bowersox NH
retainer and HIPPA added to the Bowersox - NH in copper
i would assume the same critera, but probably an andy question
How do you want to tackle this new task from Andy?
yeah one of those random things i have. i reconciled brad morris and was going to start on van
i cant sort "other 2023" on the "sent contracts" sheet we share with Brian. I can only sort 2024 Contracts
I'll put the payments in from Brian's spreadsheet
Juv hall and juv camp isn't a specific campaign
Yeah I know. :-/ it’s what’s listed on the ar report
the dates are off to the side just to help me with the accounting part lol
ill stay out of that until you are finished updating payments
last year she was very consistent. This year not so much
ok, yeah she never made a payment on the PA
i asked Brian for this reconciliation last week because i thought something was weird.
like why did we have so much in open invoices? did they pay and it not get recorded?
this is going to be a tomorrow project i think
i can't find a Camp Lejeune campaign anywhere for them
andy made a note on my sheet that they moved 500k from the PA campaign to chowchilla, but they never paid on the PA campaign
they made a payment on it last year. just not this year. and the one payment they made was 500k
found it, its under Pennsylvania and not PA...lol
i saw that, it didn't give me a warm fuzzy, thats for sure
if he looked at the cannel he asked to be created a month ago, we wouldn't need to sit down with him...lol
I don't know if i have patience for the miller firm today lol
so if its updated, it would be for yesterday
i have a question on the NH YDC Abuse for Flatirons....
I just shared the Van findings with Andy....
does he know what the Camp Lejeune for her is?
he knows we didn't start a CLJ campaign for them and he doesn't ever remember re-allocating that money to other campaigns
he is trying to figure out how to explain this to cam
is the name rose fleming familiar? Her name is on the invoice with CJL on it
and it's van so it's more than likely not in the invoicing slack
why on the Sent Contracts spreadsheet are the payments for Van Law on 9/6/2023 not showing? they are showing only #####
andy is sending the findings to cam, so i am expecting "it" to hit the fan
urrgghghgh I was trying to clean it up. Hang on
I'm invoicing bieber for another $50k. it's not as much as Patsy was hoping. We are going to have to watch this one carefully
ok, they are already at -$38,000. We can do 6 more signups with what will be left of that $50k
how many do we have? i just did the math with the old and new price per and 50k gets them like... 27 more
correction, they are at -$36,000. at $2,000 each that will only get them 25 more signups (on top of their orginal 25) and we are currently at 43
k. they should get like 57 total. new pricing is going to be 1650-1800 pre
Ok, i show right now they can get about 14 more
i gotta adjust the timing. i just cancelled it
there's too much going on and my laptop doesn't know what internet is.
did you only go over Van with Andy or the accounts that owe us money too
his big question was how the heck this one got any retainers: Ghozland Law FirmGaming Addiction - Meadow Law (TIP) - Contract
No we didn't go over it. He got pissed at Cam and left for the day
if i get pissed at people i can leave for the day?!
It got 3 signups because that was the original campaign and it opened before they decided to switch it over to Burg Simpson as the litigator and not Meadow Law
yeah. he didn't get how it had contracts on it as it wasn't open or something like that. ^that's what i basically told him
he said "oh". not sure if he was listening though lol
even though they haven't paid yet, i'm going to put in the new bieber cap
if cameron sees it with his review with Mark B he will have a fit if he knows we havne't received the money yet
i also added a note and the new invoice in copper
i don't know why they want to have a call when all they want to tell us is they need the dashboard to be in real time
You don’t have Andy copied on any of that. This is something he needs to handle with them.
Anytime you communicate with anyone, he needs to be on it.
good morning! did you hear anything about the Van stuff?
unrelated, if you haven't seen the documentary Vannin' i recommend checking it out.
No, i haven't heard anything yet about Van
i copied all i needed to a new sheet for myself
i have discovered there are payments in there that were never put in the invoicing channel
so we closed some campaigns that didn't need to be closed and i have been reporting wrong numbers
there's a lot of hot messes and i think this invoicing/payments one is a big one.
is there anything that could be added to the Sent Contracts sheet that you think would be helpful? like a column noting if it's setup or something like that?
No becasue that really is accountings spreadsheet and they dont use or need to know if a campaign is open
ok time for a somewhat newbie question - Van sent a list of 8 people who signed contracts but they can't get in touch with them due to bad phone numbers. Should i shoot it back to Tony to try to contact again or something else?
i just made a bunch of updates in copper...hopefully it works out....lol
also, fun fact...if you don't click save in copper when entering an activity, guess what doesn't happen??
i found one from back when we made all the changes in July from Cameron that I never clicked save and it was still there waiting for me to save it
oh snap! At least it was still there. My luck is that it would be gone for ever and i'd not find out until Cam did
we moved funds from their MD campaign to cover the overage on Chowchilla
Can you check the Flatirons - MD Juv Hall in Copper and the PvS, it doesn't look right. A lot of "nulls". Also, I am only showing 5 active Flatiron campaigns on the PvS. Is that correct?
i feel like he had me update a lot more than five lol
hmmm it was missing campaign type. I just entered that. give it a few minutes and reset?
also, NEC isn't showing up on the PvS for Flatirons
it doesn't pop up when you search for it and you have to click on "Pipeline Records" and scroll way down
Campaigns for DL/Flatirons
CT Private Boarding Schools Abuse (Choate Rosemary Hall) Abuse occurred by teacher, counselor, school staff (no student/student claims) Abused under age of 18 Current age under 47 years 6m Clone most recent school abuse Intake template, make sure we update with all appropriate abuse questions Cap of 100 Distro to DL, Shield secondary interviews to be done by VSS team
NH Private Boarding Schools Abuse (St. Paul’s School) Abuse occurred by teacher, counselor, school staff (no student/student claims) NH: No statute of limitations for CSA claim. N.H. Rev. Stat. § 508:4-g Clone most recent school abuse Intake template, make sure we update with all appropriate abuse questions Cap of 100 Distro to DL, Shield secondary interviews to be done by VSS team
RI Private Boarding Schools Abuse (St. Georges School) Abuse occurred by teacher, counselor, school staff (no student/student claims) Abused under the age of 18 Current age under 52 years 6m RI: Last 53 years. R.I. Gen. Laws § 9-1-51 Clone most recent school abuse Intake template, make sure we update with all appropriate abuse questions Cap of 100 Distro to DL, Shield secondary interviews to be done by VSS team
NJ Abuse Clone Intake and criteria Cap of 100 Distro to DL, Shield secondary interviews to be done by VSS team
PA Abuse Clone Intake and criteria Cap of 100 Distro to DL, Shield secondary interviews to be done by VSS team
good morning! Ibrahim AFFF - use the original or use the round 2? Thoughts? i told patsy we should keep it in the original but she created the round 2.
we are supposed to keep the original. at least that is what ryan wanted us to do
that's what i was thinking too. i'll update the original and move it back into funded live
i threw it in the archived but yeah that's a better idea
what's a good time for you to join me in a meeting with Miller & Associates about their dashboards?
did you message cameron about Flanagan - AFFF and Ibrahim - AFFF?
i'm deleting the round 2 now. i'm sure patsy will be like WTF.
how many of the van invoices are we just covering
all open or is the one for this month staying open?
we arent covering any open invoices unless it was for an overage
and i don't think andy has even approched it with them yet
he's probably gotta think of the best way to word it all
do you want to build in the AFFF for nations/levinson? We've already gotten paid and there's no invoice going out
i'm going to forward you what they just sent me. They're claiming the cost per contract is high but they're breaking it down by month... not by contract.
i'm going to tell her it's based on total spend and not by month but geeze. driving me nuts lol
We need to get andy involved in this. He is their account manager and if they are having these types of questions, he needs to be addressing them with them. Is he going to be on the call with them tomorrow?
yeah you're right. he told me a while ago they love him lol
he hasn't said one way or another. if anything i'll take notes and get them to him.
are you still using your cap report or Anthony's new one/
mine but i do look at anthonys from time to time
i'm going to check it and see how accurate/up to date it is. i checked it the other day and a couple were still off.
Cam wants to meet with us at 3:30 to talk about reporting.
he was in a good mood so that's a good sign i think
hopefully. since andy said they were in there "chopping heads". thats never a good thing
andy just cracked me up. i was trying to be polite about the email from precious and finally just said, "she's trying to track their spend per month and not per contract." and he said, "Well she's dumb."
you're showing only 1 left for this one right? CA Juvenile Hall Abuse - Miller - DK Law - Shield Legal
did you ask Cam to turn PA Lakin/AFG/Levinson back on? if not i will
most of anthony's report matches my manual one but there are a couple that are way off.
Video Gaming Addiction/Disease - ML - ML - Shield Legal Salon Professional Bladder Cancer - Dicello - Shield Legal PFAS - Levinson (TC/MC) - ELG - Shield Legal NJ Juv Hall Abuse - Crump - BG - Shield Legal
I'm still going through them but those are the ones so far
i would send it to andy first to get his opinion on it
who's the guy who does trade show stuff? like print materials and such. I wanted to see if he wants some of my contacts.
yes, they want it to say CA Juvenile Camp Abuse
How hard is it to change a name in everything? Like... is this going to make people panic or is it not that big of a deal?
what all do they need the name changed on?
i was about to email them about a list of contracts they've received. I'll ask that too.
ok, also in reviewing the retainer in the copper for Goldenfarb, it is the retainer for Mattar. Do you have the one for Goldenfarb?
yeah i do. did the wrong one get attached in copper?
he's what Raul emailed: I do have one final thing I need updated on your side. Currently, you have Juvenile Hall/Camp Abuse as the case type for ALL campaigns, we are making an update to this. Can you please update the case type to say Juvenile Camp Abuse for ALL campaigns? Please let me know if you have any questions. Thank you!
what exactly do they need it updated on? what forms or files? or just on emails sent from us?
not sure. i asked Raul so we'll see what he says
do we need to change the intake questions? some of the intake questions says "juvenile hall". do they want these all changed to juvenile camp?
the fun thing is Ahsan and McFadden think intake question changes are why things didn't go through. so i hope not lol
we'll see. they're all huddled around Ahsan's computer right now trying to figure it out
morning! So it's just 13 more for Ibrahim's AFFF
i show they should have about 12 more based on 96,500 remaining to spend
i was going by 50,000. i forgot they split up their payment
OH goody....the customer dashboards haven't been updated since thursday 8/29.
we are missing 4 days of customer data since intake worked all weekend and yesterday
also i hate google sheets. thought i'd go ahead and say that for this week
Do you have a list of all that need to get the weekly updates for Miller & Associates?
yeah i do. you want it by case or just the miller people?
just the miller people from our call on fridayh
reports aren't going out until tomorrow now
EMAIL DELIVERY LIST:
- Jennifer Ramirez jramirez@dmillerlaw.com
- Precious Hudson precious@thedmaadvocates.com
I will look if my computer ever starts working again.
I had to restart for some reason. nothing google based, would load
i just noticed we hit cap on flatirons NEC. O.o
Yeah, but according to Camerons last mention on FLatirons, we just keep increasing the cap. Can you send him a note on it and see what he wants to increase it to?
He never responded to my message about Nielsen, either...lol
so one thing we gotta be careful about in Copper is making sure Dicello is listed as the company instead of BG or Flatirons. There are some in there like that from before my time so just bringing it up lol.
we can't change them in copper or it wont report right to the PvS
we figured out how to change them in copper. 🙂
in the opportunity, you select unrelate on the company listed on the right. then you just put in the right company.
if we change the name, will it change how it reports to the PvS?
Yeah had to do an Amazon return. Heading back now
be few minutes, got held up doing something for andy
k. if i'm not here just wait a minute. i gotta wash my hands.
it was one of the morning dashboards for BG - Asbestos
he was wanting to know what all it looked like and such
only people that can see any numbers are you, me, andy, cameron and maybe mark
STILL THOUGH i didn't check the lawruler download lol
Anywho, i sent him that so he could see what all is in the reporting for mondays. i gave both of us a mild heart attack. i am sorry. He saw no $$
lol i panicked. no we're all good. we're good. i'll send him that again so he can see what gets reported. no $$ lol
i would delete that message you sent dennis in the slack channel before andy sees it and has a heart attack
yeah good point. forgot it was there when i had my mild heart attack lol.
nothing yet. i heard andy on a call with them yesterday asking for more money
i'm deleting the extra video gaming sextortion campaign in the sales pipeline just fyi
i dug through emails and slack and i don't have info on the AFFF for Van.
i thought you were on that chat lol. Sandy Van paid her $1mil invoice for AFFF that she requested
that wasn't posted in the invoicing channel. when did we receive that?
and how is the co-counsel on that campaign?
cleared this morning. And it's kept on the DL because it's van so it doesn't get posted there
that's what i don't know. i was hoping andy told you lol
I saw some talk about Nations being involved but that was in the Copper feed. before i deleted it.
It all started with Cam cc'ing me on an email (with no details) and saying "Malissa will invoice you!" lol
Andy may not message back. I just got a note from David that Andy is pretty sick today and out of it.
oh snap. crap he brought his cooties here yesterday
i hope he feels better soon. i'll bug cam to see if he has the details
i had a bug over the weekend. i felt like crap yesterday but significantly better today
i've asked cam a couple of things today and i haven't heard back. so.... i guess i gotta wait on a lot of stuff
i know they are having a big issue with Leadspedia and Lawruler today. So he may only be focused on getting that fixed
probably yeah. worst case i bug him tomorrow.
Dumb question time! If i have a dr appt and need to leave early or come in late or something, whom do i tell for approval? Like how do you normally do it?
I have a dr appt tomorrow afternoon and a dentist appt next wednesday morning just FYI lol.
I would let Cam know that you have a dr appt tomorrow and will be leaving early. Just make sure to take your laptop home in case something comes up that you need to take care of after your appointment. If its first thing in the morning, I don't usually tell anyone and just come in a little late. you can always be reached by slack on your phone, so it isn't that big of a deal
cool. wasn't sure what the procedure was here. Thanks!
no problem. I see Patsy is still with us. I hadn't seen her on all day, thought maybe she was gone already.
i missed most of the chisme on that yesterday but i did download her client list and notes from copper and sent it to Andy
yeah, it sounds like she is looking to leave and go work for a competitor. they are trying to put together a non-compete agreement now. seems a little late to have one done and also as of May 7th, the federal government has ruled non-competes to be illegal.
yeah. there's some flip flopping on that but i think it will probably stand right now. i was shocked that i didn't have to sign one anyway lol.
I think i can turn on the emails in copper where only you, me and Ryan would see them
FYI we just got the funds. I haven't built it in copper.
why are we keeping some of these out of the invoicing channel, i wonder?
not sure what email she saw but i'm wondering if it's related to AWD not being in the invoicing chat this time.
can you ask if they are going to co-counsel with Wagstaff
patsy will see it in the copper pipeline, though
question - if you have an early afternoon dr appointment, do you come back or do you work from home? i ask because of my last employer. 🫠
do you knwo the primary contact for AWD? I'm creating it in copper and it wont let me get past it....lol
I will usually work from home the rest of the afternoon
as long as you have your laptop, its not really a big deal
Brendan Potocki is the guy i sent the invoice too
ok, its in copper in the sales pipeline, invoice sent
my last employer...holy crap. one lady would walk around and snitch on anyone who wasn't there and it didn't matter the reason. two of us filed a complaint with HR
i have a dr's appointment also this afternoon but it isn't until later
cool. i'm early afternoon so i can cover whatever
if you need me to do the 4pm report just let me know
My appointment is at 4 and they are never on time. lol
worst i have now is a dog that wants all the attention O.o
cool. it was low in copper based on their total. i'll updat
Buenos Dias! I think I caught whatever the new guy over here brought in. >.< Anywho.... Anthony's report. I haven't had a chance to look at it yesterday or today. I'm going to check it today and see if it matches what we're getting
yeah for sure. and of course all the symptoms hit AFTER i go to the doctor 😂
had a situation pop up and had to run home for an early lunch. should be back in a bit. remote for right now.
lol i think the only thing to hold it down from is patsy demanding access to stuff.
right. i have already messaged andy a couple times today because she was asking me for stuff and i wanted to make sure i could/should send it to her
yeah. i get it. I haven't had to reach out to him yet but i keep expecting it
Craig's asking about weekly reports. are you sending those today? did they go out and i miss it? lol.
i know Dennis's reports came in late and i told craig that we were doing some adjustments to improve the process
I'll email him. I forgot to replay to his email
noon update for andy? let me know if you need me to do it.
tech dude still hasn't showed. level of annoyance is high. >.<
I don't think we are waiting on anything else that is $50K
we can do 4 or 5 more and they will be at cap
Here is the list of what is under $40,000 remaining in their budget. It isn't very big. I removed ones that I know we have an invoice out (AWKO) and ones that he already emailed this morning (DK Law, Woods Law). Van I wouldn't do anything with without asking him first.
totals are on there if you download the file
cool. i just read his email again and he says he'll reach out. it's just putting them in the format for him.
yeah, it seems most of that could have been an email and not an hour call
good news - ibrahim i'm invoicing again on thursday for another 50k
AWKO is still over by $24,000 after that $50,000 payment....
Patsy is no longer with us (Shield Legal).
i meant more of him telling you and me separately
We are at cap for Flatirons - AFFF. Cameron in the past has had us just increase the cap each time we reach cap.
He just responded and asked for the cap to be increased another 300. I'll make the change in copper.
Has, Hart McLaughlin signed the invoice that was sent out last week?
pattern is full...but not the signature line on their invoice
i was confused at first. Yeah Panda Doc saves weird. I'm going to re-send the panda doc to try to ping them on it
morning! Do you know anything about Sandy Van and AFFF? I've asked and asked and i get nothing. She paid $1mil and her pro paid $200k but i have no details
I have not heard anything about either campaign
The "payments by month" tab on sent contracts spreadsheet...would it make more sense to divide that between andy's and cam's? So andy can see exaclty what came in each month for him and his people?
Does that make sense? lol. Not sure I explained that very well
we just need to make sure they're marked accurately
I don't think he is worried about 2023, but i know he was looking for an easier way for him to track payments for his sales people to make sure he doesn't miss any
We just need to clean up the names and we should be ok to go. Check out the tab now
The only one I am not sure about is, Patsy being on the Burg Simpson - Cooper Surgical IVF. The other Burg Simpson campaign (VGA) was just Andy.
FYI i'm in a meeting this afternoon and will probably have to fly to the dentist right after it.
Good morning! There's an open integration request in Monday for Asbestos - BG - Levinson. Do you have any info on that one? I can't find anything. I also don't see it in copper unless it's under a different name
that thing is over a year old but an integration request popped up recently. it's been paused since june. weird
finally. the call people over here were moved.
yeah, they moved to just on the other side of our wall. I can hear some of them, but it isnt too bad.....yet
but it doesn't goo all the way up and we can still hear them
have we invoiced or received a payment for this new Oakwood campaign?
i was on an email where they were talking about it briefly but there was no invoice request
ok, im going to build in copper but put it in the sales pipeline as negotiationg
no i'm not. can you make the case type in copper for LA County Foster Care Sexual Abuse
ok, its in copper. Cam sent mark $10,000 at $2,500 each. I added that info and the LP ID also
why cant i find LA County Juvenile Hall as a case type in Copper? lol
also, I have a Drs appointment/procedure today at 10. I may need you to do the Noon update. I should be able to get the 10:00 one done, as they are never on time for appointments...lol
I'm putting the new opportunity under CA Juv Hall Detention - 131
i couldn't find my phone and it was in my hand lol
I would think it is 7500 per. That is what i put it in copper as
I did mark it as "invoice sent" since I knew you were sending out the invoice this morning
cool. yeah that's what i think it is but i wanted to make sure.
for sure. i could have had everything i needed to set it up lol
do you have any details on AFFF Nations Levinson? i don't see it in Copper
Campaign: AFFF Firm: Nations/Levinson (TC) Budget 2 million Rate 7500 Note we already have funds do NOT need an invoice
Gotcha. I don’t remember if I got it in Coooer yet or not.
Sweet. I’m not sure if that was me or not but if it was…good job me. lol
I wasn’t aware of anything that need to be done by end of day for Cameron . Was this in your meeting with him yesterday?
i think it's more for me. I need to start an end of week reconciliation of banking stuff on fridays. nothing major and kind of easy
Ah ok. I had no idea what he was talking about. lol
tbh i didn't either because he wasn't on that call.
hi, did you get a slack from andy to cam like he says in the mag chat? the last one i see is from the 8th and from cam.
No, i don't see anything from him to Cam with us copied on it
I'll send over the report to Isabel at Vogelzang
Thanks. I just went to lunch. Have to go drop something off and will be back in a bit.
uggggggggggh i'm not reading that email. it started off looking like one i got from precious a while back lol.
its ok. I am going to assume Andy will answer them. Seeing as I'm not charging them for anything. lol
That check for Oakwood was for the LA Foster Care campaign, yes?
ok, i thought so but just wanted to make sure
no prob. i just invoiced them for another 10k on that one too. i was all excited like "wow they paid fast!" and then i was like "awwww it's a check for the first invoice"
when he says "stop while im trying to beg for more money" do you think he means stop and pull the retainer?
i think so....? at first i thought he was telling me to stop asking about it lol
i thought we had pulled the retainer for that one
whatever happened to Ghozland's PA JUv Hall case?
i don't want to add the money in because i don't know if we allocated it somewhere else for a minute but it's paid too.
i dont think we allocated it anywhere. I dont have any notes that we were
it should still be there for the PA campaign
maybe send andy a note the money was received on 8/18 and that the campaign still isn't set up
i'm going to check with anthony to see if something was missing and that's the issue. if not i'll bug andy
I would send andy a note on it and let him know the campaign is live but we haven't had any signups as it isn't on in LP
ok Cam said that traffic is so light for that case he's letting Lakin fill first
I am out of my procedure and in recovery. They are telling me not to work today, I feel like I still can do the reports.
lol i got 10 and 12 at least. if you get bored cool but rest and watch some bad daytime TV.
Cameron had the Flanagan - AFFF retainer pulled, but I think we still have around $40,000 left in his budget.,
yeah i remember he said that only DL should be open
ugh i wish i could look but i had to turn off the emails lol
i know but it might not have even been in an email
I'm doing pretty good. I can send out the 10 am update
if i'm home sick or something i'm totally watching some type of true crime show or the simpsons
it's a comfort show lol. That and Unsolved Mysteries with Robert Stack.
Can you get that report from Dennis for Andy? I litter my just went in to Kay down for a few minutes.
although i'm sure they just don't want you moving anything heavy, lifting anything, moving around a lot
yes, no driving or doing anything strenous
i dunno. my guess is changes since we lost a sales person?
I'm thinking it will be about reporting...again
yeah. i looked at anythony's report and it's showing 22 for both of those NECs.
but i don't know if it's correctly catching signed and declines
Yeah, there is no 100% accurate way to do it. With the dashboard being a day behind, it will never be 100% accurate to Law Ruler. Not to mention when some drop off because they were a decline, the only way to know is to look pull a report on every campaign, opened and closed, every day. Both those NEC campaigns have been closed for a couple weeks
He has asked me multiple times if the NEC-Grombacher campaign is off and I have verified and told him each time, that yes it is closed.
yeah i remember when we hit cap. we've just had people get declined
Morning! So i looked at anthony's over the cap report yesterday out of curiousity when the whole reports and NEC came up. His shows they are each at 22 but yours and mine and law ruler's inbox all showed differently. i thought that was weird.
what ever happened to this one:
New invoice added for this matter:
Invoice created in PandaDoc Hodes Milman LLP $350k LA County Juv Hall
we have $730k open for this month and if we get all that it will put us over 6.5m
that excludes Hodes Milman but dang that would be nice
i see no problems or mix ups with Van Law and Vam Law....😂
it's the attorney's initials. he could totally have been more creative. THat's like me calling my lawfirm MMP.
and making people pronounce MMP like it's a word
we have a new toy in the paid vs spent report.
which makes me super happy cause we can see if a payment was correctly entered in copper now
last time i got lucky. dude took a plea bargain immediately before jury selection so i got a time served thing or something.
and it was a good thing too because the judge thought the trial would go on for a couple of weeks.
i've always wanted to sit on a jury, but always got dismissed before it went to trial.
i have! it was in Nashville and it was practically an episode of Jerry Springer
the trial part is neat. it's dealing with the other jurors that sucks
dude was obviously guilty and there was ONE HOLD OUT on the jury and of course she was an ER Nurse at the same hospital i worked at.
Good morning! Just fyi I got a service tech coming. I’ll be in after he’s done. Working from home until then. :)
ok, i'm probably going to work from home today. Nobody is going to be in over by me...lol
they're gonna give me a thirty min heads up between 9 and 11
honestly there's like no one here except me and dennis
yeah, i kink of figured it would be like that
wild. my previous job ptsd makes me feel bad for taking a longer lunch lol
Yeah, i'm glad i have never had a place like that
Andy and Cam are pretty chill as long as the work gets done. they aren't fans of us working form home and we are "supposed" to be in the office.
they don't mind if it is once in a while, as long as it doesn't become a regular thing
My corgi tears stuff up when I try so it’s not a problem for me lol
and like... the last place had a lady who would tell the president when someone wasn't there. like... what's biden gonna do?
Cam hasn't allocated any additional money for Flatirons - NEC, has he? We are quite a bit over on it right now
He was looking at their payments yesterday so I think something is in the works
aight i'm back in the office. only 2 people in your section - new social media lady and the really quiet guy whose name i don't know
I just ran to grab some lunch. I’ll do the Noon update when I get back in about 15 minutes. I wanted to beat the lunch rush.
campaign was set up for VSS and the firm didn't approve it.
Pennsylvania Juvenile Hall Abuse - Lakin/AFG/Levinson
apparently it was discussed but never approved
did you look back through the channels to see if cam said to have it set up with vss?
The problem is i called that out for being incorrect
somehow VSS got tied to it but i think it was supposed to be BG.
Name is BG/AFG/Levinson
Did cam get you the allocations for the flatirons invoice that went out last week?
he better get in touch with Craig then....
do you know if if the LA County Juv Hall campaign for FYF/ACTS is just a continuation of the one in Copper or a brand new contract and retainer? I asked andy but he hasn't said anything
he is/was on a plane to Vegas. I thought he was supposed to land at 1:30_2:00 but I could be wrong. I don't know if it is new or a continuation.
and we STILL don't have API set up for Baypoint/Simmons
funny that when Mike E was in charge of integrations, we were never this behind or had these problems....
i know there have been issues with Baypoint but that was with some other co they were using
I'm going to clean up Copper and delete the old lost opportunities that are in the Sales Pipeline. Or do you think I should leave them in there?
i was thinking about that when i was going through the paid vs spent. let me take a look
i wanted to archive everything that was lost but patsy pooped a brick
thats what i will do. i iwll archive them, so we still have record of them
yeah they can go under "Archived - No Response"
gonna go outside to warm up if anyone needs me
interesting fact, i added the Flanagan - CA opportunity to Copper and in looking in the activity section, i can see old emails between Michael Flanagan and Jon Becker of Bailey Glasser. But they dont show Andy's name or email on them anywhere
Did ACTS/Levinson - Chowchilla explode or did i just not notice it before?
no, i didnt know that ACTS had new status that i wasn't seeing
the DLA campaigns might be about to spring back to life
maybe? i just got pulled in to an email chain with their insurance co
interesting i thiought they were andys's clients
They are. He's listed as the account contact on the paperwork
It looks like i got pulled into a chain with Al, Cam, and our insurance co
speaking of Andy, he still hasn't had that meeting with us lol
i see Illinois listed. that's the only one though
yeah, i am betting he will wait till somethime after his 3 hour meeting with Cam tomorrow
that campaign is pretty much dead right now
yeah i would have expected like Chowchilla or AFFF/PFAS
i will be in late tomorrow, i have an appointment at the DMV at 8. so coming in after that. Andy knows. Also as a reminder, I am on PTO on Friday and Monday
asbestos would have been good too. i know we sent out the invoices for AFFF, Asbestos, IL and PFAS
my license expires on sunday, so i figured i better get it done...lol.
lol just don't let them do a photo. The last ones i've seen done are really..... bad
I got a permit in the mail a few weeks ago and the photo of me on it is literally the worst photo ever taken.
haha, they are going to have to do a picture. my license is still michigan so i need to get a NV one.
my husband looks like a frightened homeless guy in his license photo
his wallet was stolen so he just needed a replacement. he didn't think they'd take a photo
and if you want to see a photo of Bertha Mae getting arrested in backwoods TN for robbing the local Wal-Mart let me know
Do you think we should get Andy (or Craig maybe) a list of the opportunities Patsy was pursing that are listed in Copper?
i sent Andy a spreadsheet with all of her opportunities. I don't think a reminder will hurt. Lemme send it to you and we can play tag with it lol
i think i cc'd you on it but that day was wild
aw poo it was just companies. NM. yeah let's send him that
ok, i'll put it together and send it over to him
These are all the companies she had listed under her
does cam know that Chowchilla - ACTS/Levinson is at cap? He's right by my desk so i could bug him lol
i would think he does, if he looks at the PvS. it's been right on there. that is how i discovered there was a new status...lol
he walked away. but i dunno? it is pretty obvious....
did we remove patsy from having access to copper?
yeah i did that within like 3 minutes of andy letting her go.
ok, just double checking. i thought you did
i just removed her from being on any of the accounts and changed to andy
i was going to do that after i downloaded that list but forgot lol
Do you know why Andy has a hard stop on Goldwater - CA Juv Hall at 6?
yes, i did the 8, but for some reason when i got here i saw it didn't send
and weird. i was like "oh he's stuck at the DMV
so we gotta clean up copper a bit more. big thing is make sure caps are right.
are you adjusting the approx number after you record a payment?
Line 16 on the new dashboard...I don't even know that campaign. I dont show a PA Juv Hall campaign for Legal Case Advisors
its in copper, but i dont have any campaign open for them
i gotta do a major accounting project asap for Marc. Ryan wants a list of what's broken or what andy will need. if you want to message me ideas/broken stuff/etc, go for it and i'll add them to the list i have
that can include what i broke/didn't update correctly lol
you can download it in a spreadsheet and that makes it easier to play with
the new one doesn't have the payement function, does it?
Oh yeah...i forgot about that screen...lol
also, do you know who Sean Jimenez is with?
I built his page/campaign in copper but i dont know what law firm he is with
https://ca.linkedin.com/in/sean-jimenez-a9279556
thats what i found also, but wasn't sure if that was the correct firm we should be putting copper
yeah and i don't know what the heck the number thing is andy sent
ok, you're off tomorrow and monday... anything i need to know?
No fires that I’m aware of. We do need to keep an eye on Goldwater California, they only have two more sign ups to reach six.
i am assuming we have a new way of doing the 8, 10, 12, 2 and 4 reporting
also, do you know when we are meeting with andy about the weekly reports?
eeeehhhhh it was discussed but he wants to talk to us this morning about stuff. We found a couple of campaigns that weren't on the reports but they weren't on Anthony's version either. So just trying to figure out a better way that reduces time potential errors.
and not sure. i was about to message him and see when he wants to meet. he just said this morning
thats good becasue i can do anything until i have them and i have to send them to just him for review first, according to an email i got from him yesterday
also, i like that the email from craig referred to me as "Brian" yesterday.
always makes you feel valued when people can't get your name right
As someone who has been called Martha, Miranda, and Marissa, i get it. I mean... MARTHA???
Concern that came up in the first weekly meeting with Cam and Andy is stuff is still getting missed or will be missed. I think we could take the data from Ryan's looker studio thingie and just put in a %. i'll try to figure out the best way to dump it and it populate like magic into a % but here's what i did for now:
i also need to bug Ryan about Funded Closed in the pipeline
i added a couple of the LA County campaigns back on. Oakwood's LA Foster Care one was missed. I had a slight panic attack on that one because we were over by like.......... $40k. But Cam said to keep it going soooo
and part i think is just Cam being Cam and Andy not wanting an upset Cam
i have added a couple of them, like flatirons, but just for S & G's
yeah flatirons is kind of a "just let it ride until cam says stop" thing
yes, so the majority of Cam's aren't on that list, as i was told by andy, to just track his stuff
825% LA County Foster Care Abuse - Oakwood Legal
Speaking of S&Gs. I did the math on that one with how over it is
do we have an eta from dennis on the reports?
We had a Funded Closed column before in Copper.
at least he did when he looked at the looker studio report
shoot it to him in an email and see what he thinks
I’m going to sort it by % because the color doesn’t translate. But will do
Asbestos (AFFF) - Bailey Glasser/Levinson (TC) (TIP) - Contract
what is Asbestos (AFFF)? Those are 2 different campaigns..
i'm in leadspedia trying to see what's on and not on
there's also this one but it's paused Asbestos - Bailey Glasser/Levinson (TC) (TIP) - Contract
don't turn anything on, or off, without cameorns approval.
i'm just looking to see what's on and what's paused using the lookerstudio list.
k. i've had more cookies for lunch. i'm going to move some stuff in copper over to the funded closed section. if you see one i mess up just let me know lol. THEN i will create a template for raw data to get fed in to that just populates what Andy wants to see without much interaction.
sounds good. i know andy is at a Dr's appointment. He sent me a text and hasn't given me the ok yet to send out the emails...
those are all are correct that you moved over
andy hasn't said anything so i guess it's working ok>?
he hasn't responded to me yet on the email reports either. he said he would review it after his Dr's appointment so maybe he isn't out of his appointment yet
yeah, but i haven't sent any reports out because he wanted to review the first one and sign off on it...lol
i've got the file mostly built. what should be red when it's close to cap? like the cell with the name or just the cell with the percentage?
did cam get you the new allocations for flatirons for the 2 mill that was received last week?
i kind of figured that when i saw the numbers...lol
craig is driving me slightly crazy right now lol
so the only thing you have to worry about with the raw file tab is updating Column H if there are no new campaigns added. If we're adding a campaign, we just need to add in the data on here. Columns G and I are set up with a formula.
should i put a copy in the google drive? then either of us would be able to access it
and i can save this one as the emergency backup lol
Hey Greg are you taking any time off around thanksgiving?
maybe the wednesday before thanksgiving, but that would be it. whats up?
My husband's aunt (aunt-in-law?) invited us out to Mississippi this year for Turkey day
it's been 2 years i think since we last went so he wants to go this year
nice. if i take it off, i will have my laptop with me, so no worries
we are pretty slow around the holiday so it wont be a big deal
i'll be on central time too so i can cover for mark pretty easy with his morning stuff if needed
im not sure how up to date anthonys list is on what is open/closed
and he's using that on the over the cap thing he made for us
we just need to audit it and make sure they close what needs to be closed and all that
im not sure what he is using it for since he doesn't see any pricing
i'll do 8am and 10am so you can get that stuff done
My big issue with the new report for andy is the the copper order name and company name columns. if we look at row 13, it shows BG as the company name and it should be Bowersox as row 14 shows. Both of those rows are closed campaigns also...lol. Also, why is Cooper Surgican IVF listed twice (row 68 and 69)?
also, according to the monday board we have 151 open campaigns...
I think we should do it the old way until i get this all fixed
some of those on the monday board i dont think we need to track but i'm not sure if cameron wants ALL campaigns or not. Some of those i dont think are in copper
i'm going to dig around in the copper funded live and just start there
maybe we start with making a list from the monday board of what we need to track
so anthony said that the open/closed board is what they use and he's pretty confident it's accurate with what's open
hmmm, not sure then because i am not seeing the 2 bowersox campaigns i mentioned listed on the monday board.
is there another way that closing a campaign is done aside from over the cap?
yeah, if they just decide to pull the retainer and not post it in the channel
I haven't had a chance to get the new orders built in Copper yet. But I will after I finish all my report emails. Mark has all the LP IDs done and slacked me the IDs
Can you create the Noodle Soup Burn injury campaign type in Copper
Nations/Van/Levinson is the David Van one, right? The retainer just says Van Law
I am going to put in copper as David Van Law, not Van Law
I just ran to grab some lunch, so no hurry.
so ryan thinks we should close these since the last media date was a while ago. i'm not opposed. thoughts?
Most of those are Cam's. The only 2 I would say not to close would be, Cumberland and MD Juv Hall - Walsh/BG.
here is how I did the David Van one in Copper: Firefighting Foam - Van Law (David) - Nations - Levinson
i got the cap thing working a bit. i just need to clean up more but it should be what andy wants?
can you make this campaign type in copper: Ethylene Oxide
I did not make that one in Copper yet since we don't have the order amount
im going to keep moving ones in copper that are closed over the the funded closed column
ok i was struggling to get my life together this morning. Come on over for the 10am one lol
Maryland Juvenile Hall Abuse - Bailey Glasser/Rhine Maryland Juvenile Hall Abuse - BG/Forman (TIP) - Contract Ozempic - Levin Papantonio
Those are the missing ones
if we need them i'll put them back in. if not, you can just update the #s. 🙂
something definitely isn't right with our report. There have been more signed today than is showing up
for example, Bard Power Port, had a signup at 11:37 that didn't show on the report
ok, looks like that bard powerport was a sent e-sign.
i have clicked that box so many times it's silly
we do need to count those, so going forward I will make sure to count them
ok, so i've manually updated the numbers. i'm double checking a few. no clue why it's off. i need to ask ryan what status he's using.
ANYWHO.... Nursing Home will be full by Monday i think. Maybe sooner
ok, i was in there and saw you changing some stuff so i didnt want to change anything and mess it up if you thought it was correct...lol
Thanks for sending that out. I just walked in the door. Been sitting in stupid traffic.
No prob. I thought I had…. I didn’t hit send. 🫠
Morning...when you get settled...the looker studio dashboard is now showing 82 live and funded campaigns, not 80. I didn't add anything to copper, did you?
i did not. i'll see if i can figure out what was added
i ran the 8am report in lawruler already, so it is there with yesterday and today signups
so this is weird. it shows 82 on the dashboard but when i downloaded it, it shows 76 and matches what's on the file.
is it the 6 at the bottom of the page that dont have any signups yet that are shoing "0's"?
i just copied stuff to do a vlookup and that wasn't helping lol
actually more stuff duplicated. check out sheet 1 on the file. I just highlighted duplicates
at least it's not a matter of someone going in and adding stuff without us knowing lol
are there any campaigns on the list that should be taken off? i was about to go through the media dates and see what else needs to be moved. but wanted to see if you knew some off the top of your head
None have stood out that need to be removed.
I see neither andy or cam have responded to my message about ghozland/walsh - ozempic
im starving over here. i am gong to run and grab some lunch. i'll try and be back to do the noon report
actually, looking at cams notes. i wont be doing the noon report...lol
so if something doesn't hit cap but it's closed, how does that get handled? Like this one: Firefighting Foam - Dicello/Flatirons
I dont know, we will need to ask him about that one. he had me increase the cap another 300 (to 1,100 total) on 9/10/24.
has he said anything about the report yet? did he give you the new allocations for flatirons?
i just reminded him that he owes me a lot of allocation lol
it'll be fine. maybe this will help him give me allocations faster lol
I asked Anthony how they know to close campaigns if something didn't hit cap
he said that Tony tells them after looking at the open tracker
I would ask Cam. He is the one has to give approval to pull any retainer and close a campaign. I would assume Tony is telling Anthony only after hearing from cam.
i didnt update the Daily Total on the 8 am. There has only been 2 this morning, so we will need to make sure to add them at the 10. They were both AFFF, so i knew they weren't close to cap.
This weekend was slow with leads i had to do manually. it was a weird weekend lol
like no one in walmart but everyone in Home Depot's Halloween section
we have been slow with leads for a while now
probably because of all the political ads. or is this just a slow time of year?
its a slow time of the year but i am sure the political crap has something to do with it also
it's so much. O.o my mailbox was just full of wasted paper. There was a cute postcard from someone reminding me to vote and that was cool. but the ads omg
dumb question. maybe it's because i need more coffee or i'm over thinking but what's the difference here? What do the TC and MC mean?
not a dumb question...i dont know the answer either and neither does mark...lol. i will find out though
doesn't matter to me. i'm ready if you need me to
did you see the email this morning from Dina at FYF Law?
she wanted her reports today, but she doesn't have any active campaigns right now...lol
even though she did make a payment to continue the CA campaign, cameron hasn't given us the ok to restart it
yeah i'm going to remind him again about that one
he's probably waiting because things are slow?
Can you remind him also. I sent him a DM about it, but he seems to reply to you faster than me. Dina is under the impression that the campaign is currently running, the way Andy made it sound.
i think we've talked about that before lol. but there it is again if we need it
yeah. unfortunately we need cameron to give the ok to restart it
oooh we have that review meeting this afternoon
that review may not happen. i saw his schedule for today and he has a lot going on including meetings with Torticity from 2-4 and then a walk through of our new building at 4 (which hasn't bee announced to the staff yet). So please keep that to yourself 🙂
nick has mentioned it potentially happening a few times. do you know where?
I have heard a couple different places, but his calendar doesn't show which location. Just says "new building walkthrough with Mark"
i'll miss my view of the moon valley nursery sign
crap. i just realized i forgot to update the number of contracts for the day when i did 10am
i noticed that, but figured we would get them added at noon
Cam repsonded finally. Said he will get FYF - CA Juv Hall turned back on today.
can you look at daily cap tracker...CA Juvenile Hall Dttention - Dicello/Flatirons seems off...
someone....(me)...may have fat fingered a number....lol
what do you think...are we going to have the 3:30 call?
i saw andy roaming around. he might just want to meet?
i am guessing we aren't having it, but would be nice to at least cancel it
Morning, a couple of things....Can you do the reports up to Noon today so I can get all the emails done? Also on DL/Flatirons - AFFF, Cam made a note last week on the Cap Tracker about that campaign being complete. Did we ever get clarification on that? We are still getting signups and the retainer is still in.
Anthony said Tony is the one that gets with cam and then closes it if it’s not at cap
We may want to ask Cam about it since he put it should be complete and it is still running
Yeah I messaged him a couple of times about it
can you double check the counts on Walsh/Ghozland - Ozempic. I have seen a couple come through the channel, we might be at cap
I sent andy a text this morning about Eric Nielsens email. I told him we would send him a new invoice if he was good with them not doing AFFF and just focusing on the LA Count Abuse cases. Waiting to hear back from him. I'll let you know if we need to send him a new invoice and cancel the current one to him
Andy gave the ok for Nielsen. Can you send him a new invoice. I will email him and let him know we will be sending a new invoice.
Illinois Juvenile Hall Abuse - BG - Meirowitz & Wasserberg (TIP) - Shield Legal
yeah, that one is tough to watch as the leads are being transferred from other closed IL campaigns. so we will need to run the reports quite often on it.
we are busy this morning. i think i'll have to run a report again in a few minutes. i see 4 more signups in the inbox for various things
we are only at 96/105 on that one. I updated Copper on that one as the Aprox was wrong
We still have around $80,000 left to spend
so we're at 91% lol. still need to watch though. i think it will fill up this week
yeah, its crazy, they only had 4 signups all last week
I "like" that there has been no response on the 2 campaigns that are at cap that you posted about...
maybe delete your message about IL Juv Hall in the MAG channel but don't say anything about changing the cap. So he doesn't think there was a mistake? lol
i thought surely the lost from space gif would get some type of andy quip.
yeah, i know he is speaking at MTMP today, but not sure what time
Yeah, i think that is why they wanted us to all wear the new shirts. Last year we had random visotors here during MTMP. they would just bring people over from the conference to show them the office.
gotcha. guess i should put mine on. it's in my backpack lol
you know, the whole...shaking babies and kissing hands, thing...lol
did you see Patsy got a new job, with one of our competitors?
yes, i didnt see it, but heard about it. I dont do anything with linkedin
linkedin is painful but it is how i found this job.
im pretty much over all socials at this point
i just don't like people being able to see that i looked at their profile but at the same time i want to see who's looking at my profile
yeah facebook is just ads. i use it for marketplace mostly
it's ugh. and marketplace is ugh. a lot of it is just scammers.
Thank you! Everything is on fire and i forgot to tag him
Can you do the 4? For some reason I don’t currently have internet at home.
yeah we're trying to find a different provider but there's like nothing that's as fast
ours hasn't been horrible since my husband's last interaction with them. that's a fun story lol
We got another sign up for Walsh/Ghozland - Ozempic. Cam never answered your slack yesterday....
i didnt respond as it seems she figured it out
lol cool. i haven't gotten that far with my emails yet. i just saw it on my phone
cameron had mark turn LP back on this morning for it
i'm about to update the raw file in the cap tracker
the daily contract total is up to date as of 10, right?
ok it's good to go with a few new additions and removals
i have moved a few campaigns out of funded setup to funded live today
yeah i think i got all of those in there but i'll check again lol
i just did a quick count on Van/Nations/Levinson - AFFF and LR is showing 18 (17 signed e-signed final and 1 signed e-signed flagged) but our report is only showing 14....
so I am concerned if our numbers are correct on the rest...
i just noticed similar. let me run a report from LR for all time and adjust stuff.
means something was up with Ryan's report. it could be the fields he's filtering it all by
i just counted how many have come through the slack channel for Van/Nations/Levinson and it is 18 also.
i think one of these statuses didn't get counted in Ryan's looker report:
Signed e-Sign IN PROCESS Signed e-Sign QA WIP Signed e-Sign VERIFY
i'm down to the I's and i've only found a couple others
i changed the LA foster care and it looks like it's definitely one of those pending e-signs
Maryland Juvenile Hall Abuse - Dicello/BG/Flatirons - about 26 more than what's in there
is la foster care over now, or was it before?
Paraquat - AWD - Wagstaff - Shield Legal - 85
Signed e-Sign <- this is the one not getting counted in the Looker report i think. Paraquat is off by 9. There are exactly 9 of those e-signs.
i know when Nick M has to send stuff to them, he doesn't use all the e-sign statuses to give them a count
well the good news is that i made minimal changes
uggggggggggggggggggggggggggggggggggggggghhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh
for the most part it was +1 here or -1 there. if i found something.
i am heading out, i have a maintenance person coming to the house at 4 and i have to meet him there to let him in.
we need to add some new campaign to the cap tracker:
ACTS/Levinson (TC) - CA Juv Hall ACTS/Lecinson (MC) - CA Juv Hall Banafshe/Miller - CA Juv Hall Conyers Biolab Chemical Explosion (I don't know the law firm for this one)
i read a crazy story on the biolab explosion thing. i need to find it
yeah that was a cam one. do you need the details for it? i
they arent using us for LP, they are sending leads directly to our call agents and the agents are calling the leads. Not sure if we should put in copper then since it won't let up progress with setting it up without a LP id
good point. unless we can make the lead ID 0 or something but maybe it should just stay out of it
ACTS/Levinson (TC) - Ca Juv hall cap of 50 ACTS/Levinson (MC) - Ca Juv hall cap of 16
MC - 100,000 ? it's what mark has in LP TC - ??
TC isn't on yet in LP. I'll create the MC one
that's the usual price but if the budget for MC is 100000 with a cap of 16, that math isn't mathing
lol, i dont know the standard distro list for acts
Distro to ACTS, Shield, Levinson
LOl me either.
heh. i'm not too worried about it. unless he breaks it
i've watched excel files get destroyed in seconds by one person lol.
nothing else has happened i just... ugh. the whole thing
sometimes, a good drink is what we all need
did you want to do 4pm or should i? doesn't matter to me.
i'm going to make sure there's not a cap for it. i mean, i know there's no budget but dang.
the cap might be the population of Conyers GA
you did let andy know yesterday in the MAG chat that we were at 81% for Van/Levinson AFFF
like it went from 69% or something like that to 81%
it was my understanding that andy was sending these reports to cam and cam has access to them also
i wonder if i can create a way to easily track lead conversion rates
funny thing is...we have never been told to do that
i feel like andy forgets to tell us things or ask for things.
so we are converting 10% of the leads to signed retainers
also, if we had the meeting on moday at 3:30 like was scheduled, this could have been brought up by cam and we could have been tracking it all week.
Do you have a record of moving money from one FYF campaign to another?
I think it would have been Michigan around late may to early june
woohoo! can you send that info to me in an email? like any backup?
let me try and find something in writing on it
i just told him that you're helping me look for the backup. i'm looking in LP
actually it does. we changed it from 75 to 133200 in copper
ok, so FYF paid $150,000 for MI Juv Hall on 5/10/24. Andy had me move the balance ($132,200) we had on the MI campaign to a new CA Juv Hall campaign that was stated on 6/5/24 and I started email updates to Andy and Dina on the CA Juv Hall campaign on 6/17/24
did you verify the payments of $625,000 andy talked about in his email? I only see $600,000 in payments
yeah i just copied the list from the contracts file
to answer the leads for nations/van/levinson, we sold 5 today and i'm not sure how many are coming in now.
yep, i recorded the last payment as 150, not 175
ok i just color coded the cap tracker a little more. The ones highlighted in the lite pink color all have conversion rates over 25%
can you do the noon update. i have been summoned to Shellies office
I'm going to hide it but column i is the conversion rate percentage
i have an idea on metrics but my head is pounding and words aren't wording
yeah. basically it's # of contracts left divided by average amount received in a day. so if we have like 100 left and we get 5 a day, we'd know it'd take about 20 days. or some crap like that. but my brain hurt
i'm gonna head home. i took some aleve and it didn't work.
That is exactly what I used to do, and Andy had me stop doing it. Because as price changes, that number can change
but if cam wants us to turn LP off way sooner price might not be as big of a factor?
right after you messaged me i got stuck behind a semi-truck driver in training who took his first right turn apparently
he did better than i probably would have. but he did block warm springs for a bit lol
it is showing 305 contracts for FYF - CA Juv Hall
FYF was in there twice. the 2nd one was flatirons
i just added a vertical to Copper for Depo Provera
i just updated a bunch of the campaigns in the raw file. the counts were way off on a bunch of them
I wonder if adding that lead % messed things up. 😕
im not sure, but i think i have the all accurate as of right now
we aren't budgeting that one but wow that's a lot
how many did we get this weekend? that thing is exploding.
i'm gonna check something today. i know we updated that file friday and it shouldn't be so different. when i left we weren't near 80 for conyers lol
yeah, i decided to check them all when i looked in the AFFF slack channel and saw a bunch that came through on saturday but we only showed 4 signups when i ran the LR report
something is off in the LR report. Unless there were just a ton of signed and declines
like for conyers, we have 77 signed e-signed final
do you have a LP id for the new Depo campaign? Also, can you create the Case Type in Copper, please
I'd ask Mark, but he is on vacation and shouldn't be working
i'm trying to figure out the report thing. i think it's law ruler being screwy because you and i are updating stuff
I created both the Depo campaign and also the Hach Rose Shirripa - NY Abuse in copper. Hach is in Invoice sent
Ok i'll take care of hach. that one is weird and split.
i didnt have a lot of details, so it isn't complete yet
yeah it's like two firms are joining forces and paid half of something. i'll need to review. it was a long time ago it feels like
apparently darren miller called andy saying he found out something unsettling and needed to talk to him
if i get fired, it was nice working with you lol
ok he texted "it's not that (Sean Jimenez) with him. I'll explain later."
yeah i figured he would call and not text if it was?
we had an email from David this morning that andy wasn't available all day and to not email, call or slack him.
has there been anymore weirdness with the cap file?
you think we'll have that review meeting today?
i haven't heard back from him since that text
he is dealing with an emergency in LA with his daughter
We have BG/Bowersox, BG/Crump, BG/Ghozland and DL/Flatirons open
i got stuck in a meeting and am getting caught up. again. ;p;
are you going to join the meeting? I'm ready but i'm just not sure.
is andy still DND today? if so i'll hold off on sending info on open shield invoices
We have received payment from Eric Nielsen yet, have we?
we have. brian forgot to announce it. i'll announce it in the invoicing channel and i've updated the doc
150 for afff, who is he partnering with on that?
actually he's passing on that. let me find that email. he's going to invest more in CA Juv Hall if i remember correctly
it's been a busy few days since all that happened lol.
even though i was the one that responded that yes he could do that....lol
does cam know we got that additional 150 to resume his campaign?
We also need to let Cam know that with Adair (AFG) moving the remaining of his funds from his NJ campaign to his PA campaign, we need to restart that campaign. It was closed on 8/16.
i'll do that now. do you know how many leads that gives him?
if not off the top of your head i can math it lol
historically they are 7500 each, but his last signup was for 6000
cam- not yet. i was talking with craig about price
craig's also convinced that it should be open.... so i'm not sure what he's looking at lol
yeah i double checked my notes. not sure what he's looking at. Would it be better to ask Cam in the call center channel?
i did but it was in a chat with craig and craig called me. so i deleted it and don't want craig to call me again lol
it looks to me like LP is still on but he had us pull the retainer back in august. He may be looking at LP
ok cool. i'll message cam to reinstate and turn it back on
you want me to do 10 and noon so you can do the reports?
I am NOT sending an update to Goldwater...lol
yeah don't touch that one with a 50 ft pole either
techanically it was 61,500 but, close enough
You may want to ask Craig if AFG is still planning on the additional 150k after moving the 61,500 over from NJ
we need to keep a close eye on Van/Nations/Levinson - AFFF. I decided to do a check on the count and there were 2 more signups that hadn't reported on the daily cap tracker. We are 2 away from cap now.
is the daily cap tracker updated on what is paused in LP and not paused in LP?
just checking as some are saying paused on the tracker and my monday board are showing them as on. so i am going to update my monday board to match the tracker
I was going through it when I had to do a call for a credit card. I’m still on that
Give me about 20 min and it will be done. I was about half way. :)
Illinois Juvenile Hall Abuse - BG/Forman is now two away. Cam asked what was left, gave him the update. he said price was now 7500 so only 2 are left with a little change leftover
ugh should we re-do the math on all the IL now?
the only other campaign is Meirowitz for IL
that's like 5.988888 at the 7500 rate cam said
did you upload the Depo retainers and hipaa to copper or am i having a glitch in the matrix
i don't dare touch it with a 10 foot pole right now, lol, but do you have info from Andy on the Sean Jimenez campaign? I'm about to log the payment.
i'm just gonna move it to signed and funded for now
i feel like something was up with it and that's why it's still hanging out. but i can't remember and might be confused
Nothing that i have been told as to why it hasn't been completed yet.
It got setup in LP so stuff was moving on it and then it stopped.
Weird. Anywho i sent it to Andy and Cam for setup. NH is kinda slow?
we need to add the Depo campaign to the daily tracker
*Thread Reply:* I can throw it in when I get done with lunch. :) no problem.
we got some $$ in today for Depo. not sure which firm tho.
sorry i thought you meant that you thought it was just crump at 500k lol. my bad. i'm tired
just waiting on cam for the details so we can move it
slow afternoon, only 3 signed contracts between 2 and 4
leads looked slow this morning when i did manuals.
7 depo proveras though. But i just saw a slack saying there were several signed and declines for them
i ask because precious wants updates and i'm all nervous lol
which i know isn't happening. but i don't think it's my place to tell her that.
i would reach out to him and let him know that precious is looking for an update
yeah i thought i'd ask you in case he was on DND again
want me to reply to cam or are you working on that?
heres what i have that haven't launched....can you double check it:
ACTS/Levinson TC Flanagan/Miller Kugel Law/Miller Vam Law/ACTS
i didn't want us to both hit send at the same time lol
you are going to work on the list of facilities cam just sent?
what do you think he means by "consulted"?
i guess we should ask. i'm a blonde so i'll ask him
Here is what i have that have had signups for Miller - LA County:
Goldenfarb - Miller Goldwater Law - Miller Mattar - Miller Onder Law - Miller Van Law - Miller Woods Law - Miller DK Law - Miller Nielsen - Miller
I just sent him a text message since he hasn't responded to you slack message yet
I also asked if wanted one file with all cases or if he wanted separate tabs with each firm
did you send that to him in an email as an excel?
i got it on my phone email, but not on my computer...hmmm
i guess we can pull the retainer on this one now?
Firefighting Foam - Dicello/FlatironsDicello Levitt11001,0991100%2
k. i'll ask him if he wants to pull the retainer
i might be over thinking it but i'm kind of confused on forman. cam says it's just a renewal but andy said it was new?
i guess it depends on who he is partnering with on it. He had one previously with ACTS. It was ACTS/Laba Forman
it's on my radar to bug andy about today for sure. that thing was from 2023 i thin'
ok cool. i'm going through the payments and checking copper for them
can you get me the LP id for forman/acts - ca juv hall
any idea who co-counsel will be for van law - nh ydc?
ill leave it blank until we get the retainer
so according to the looker report, we now have 5 contracts for this one: Adventist School Sexual Abuse - Crump/Manley
i havent seen any come up on the LR report
weird. it's saying 106 for bard power port too
i'm going to update the leads and highlight weird ones to come back to
yep, i just did a count for bard and it is at 106
why are they not showing up on the LR report though? that is very strange
i've got a list of ones that are off. I don't know why unless lawruler glitched
ok, we will probably just have to check it randomly
CA Juvenile Hall Detention - Dicello/Flatirons - 323 Chowchilla - ACTS/Dicello/Flatirons - 162 Chowchilla - ACTS/Levinson - 150 Firefighting Foam - Dicello/Flatirons - 1103 Firefighting Foam - Van Law - Nations - 51 Illinois Juvenile Hall - Crump - 42 LA County Juv Hall - Van Law - 48 LA County Juvenile Hall - ACTS - Levinson (MC) - 5 Maryland Juvenile Hall Abuse - Crump/Slater - 253 Maryland Juvenile Hall Abuse - Dicello/Flatirons - 37 NEC Baby Formula - DL/Flatirons - 239 New Jersey Juv Hall Abuse - Flatirons/DL - 6 Paraquat - AWD/Wagstaff - 77 Paraquat - Dicello/Flatirons - 500 Pennsylvania Juv Hall Abuse - Dicello/Flatirons - 33
Probably. or maybe this report is like almost realtime now. i doubt it but that would be nice
is that AFFF this one? Firefighting Foam - Bailey Glasser/Bowersox (TIP) - Contract
i think i know what's up. if that's it, it's a renewal and i just need to remind cam to turn it back on
THat's what it is then. Cam was supposed to turn it back on. i'll get it. 250k for it
the urge to add a column in the sent contracts doc for setup completion in strong lol
i turned the signed column into "setup complete"
yeah should help keep something from slipping through.
i'm working up and just stopped at the bowersox august stuff. i'm hungy.
i'm guessing LR is having issues. i have been waiting for the cap report for 20 minutes....lol
come to think of it... i ran a report right before i left for lunch and it still hasn't shown up
ok the one i ran before i went to lunch just showed up
Just got off phone with Andy. The bowersox afff campaign will require a new retainer as they are going to co-counsel with both BG and ELG. I will set up a new opportunity in copper for it. can you make sure it gets added to the daily cap tracker
will do. once you name it in copper i'll throw it in the tracker
Shoot, can you look in LP and see if we have an ID for that one
dang it. can you post in the new orders channel
i will slack him and see if he can get it set up real quick
i just got a report from lawruler i ran an hour ago
yeah, mine from noon just came through also
Ok, i have updated the litigating firm column. there was a couple that i wasn't sure on. and i didn't fill out the "leads only" ones
cool. i just finished the launch status part. i also moved LP status to be beside the launch status
can you look and see what the next LP id number will be?
i added the new bowersox afff into copper, i used 1610 for the LP ID as mark has been sending them to me when they are done and the last one he sent me this morning was 1609
can you get it added to the sheet for andy
also, im thinking maybe we dont use "testing" for a launch status. maybe we just leave it blank??
we can leave it blank if that would be less of a headache
you have one, as "on" (NJ Juv Hall - AFG/BG/Levinson)
i think that makes it easier on him to see
i am worried andy is going to say it's busy lol
We just got a Van/Nations/Levinson - AFFF signup. Puts us at 25/26 now
i have too man slacks with too many of the same people
Morning! The court decided i wasn't needed.
Any weirdness with the report?
k i'm going to update some stuff. i'll let you know if i see anything weird
the afff is still kind of off. it's weird and i don't know why. I do know we're at 25 of 26 for David Van
i just sent andy and cam a message on bard power port
I talked to andy on friday and he said he really likes the tracker
yeah he told me the same thing when he wanted us to add the extra columns
yeah. and with the exception of a couple of weird ones (afff), it seems fairly accurate. i don't know why AFFF has such a difference after the weekend. am trying to figure that out.
i ran a report to see if i can figure out the differences. looks like we're at like 646 for the biolab
i noticed, for the first time this morning, the 2, 3 and 4
were those not reporting before? or, were they reporting as the first one and then got changed?
we don't have open campaigns with 2, 3 and 4 listed. just one campaign
i noticed #2 late friday. 3 and 4 just showed up
it makes sense to me to combine them or add them in to the report. but i think we need more info from cam on this one?
yes we do. mark doesnt know what is going on with it other than he made the verticals last week as instructed by cam
so i think we are going to have to combine the three private schools into 1 for this campaign: Private Boarding School Abuse - DL - Flatirons That's St George, St Paul, St Ringo and St John. JK on the last two. Choate is the 3rd
yes i think that was cam's instruction last week
but lawruler is just Private Boarding School Abuse - DL - Flatirons - Shield Legal
i'm not really sure how to put this one in copper lol.
for the originals yeah... here's this as an FYI:
the original private schools were MA, CT and RI
so we are lumping both of those into one campaign
Im going to make it in copper with the title of NE Private Boarding School Abuse
we can change it if he wants it changed later, but i do know we got a sign up for "Private Boarding School Abuse - DL - Flatirons" already
Im going to make it how that reads and not include the "NE"
and i copied the vertical exactly, like ryan said to do
we need some clarification from Cam on this. Mark thinks CT, RI, MA and NH are all supposed to be one campaign under "NE"
i sent Cam a message for clarity but he hasn't replied
i guess we can bring it up on our 3:30 call today....if he shows up 🙂
That one and there was another i wanted to bug him about. Of course i can't remember now lol
good morning! i got a question when you get a minute
so for the cap report, we're using all the e-signs right? or just e-sign final?
i ask because AFFF Dl/Flatirons looks off again
which is wild because i know we both checked that one last time it looked off
and i did not see that many extra come through the slack channel
according to the report i just pulled from lawruler, we had 15 yesterday
i know cam had ryan look into paraquat not posting to the channel or reporting or something also
i show 10 or 11 in the slack channel, depending on the couple that got re-assigned. if they went to FL or if they went to Van.
we've gotten 2 since you did the 8am report. i'll go ahead and update the numbers and add those two in.
i'll look at the slack channel and see if i can figure out what didn't show up
it might be transfers? like this one was originally under Howard Nations:
548643 Firefighting Foam - DL - Flatirons - Shield Legal Matthew Bourbon 7/1/2024 Signed e-Sign FINAL 10/21/2024 09:10 AM
but then i can't find this one to save my life: 610409 Firefighting Foam - DL - Flatirons - Shield Legal Claude Easley 10/21/2024 Signed e-Sign FINAL 10/21/2024 05:41 PM
i'm going to run a lunch errand. i'll be back by noon so i can do that report if need be
ok, i should be good by then, so no need to rush
Cool. I’ll fill you in on that little Audit I did this afternoon
ok so here's some of the weirdness that i found. I only went through october but i went line by line. these are ones i couldn't find in slack at all or were listed under a different campaign in slack.
interesting. is the count in the cap tracker correct?
Should be. I used an all time report from lawruler and did a pivot table
have you heard anything from Cam on Conyers?
i'm going to try to see if i can figure out when these transfers/changes happened because that could throw off everything anytime.
yeah. i've brought it up a few times now soooo..
we should be at that number by the end of the year...😂
people need to leave better notes in lawruler lol
like "why did you change the case type, amanda?"
i think i figured out the ones under different campaigns. When they sign, it reports it in slack as what the original lead came in for. i think.
Kelly Wang - from 2023 for Yuri. Signed this year and Yuri is closed so it was transferred to DL. But in slack it was reported as a signing for Yuri
but there still wasn't that many showing in the slack channel. that is what i was saying earlier about ones getting re-assigned
yeah all the ones with no notes weren't in the slack channel at all
i'm guessing this is a ryan question. i've got nothing
yep. he will want to know which ones exactly didnt report to the slack channel so he can research them.
fyi...
Tony Jones [8:11 AM] @here LA County Foster Care Abuse - Oakwood is closing today at 12.
updating lead info and checking for discrepancies.
so discrepancies aren't too bad. Paraquat is the worst and it's not many (like 4 or 5).
yeah. still going to keep an eye on it until the slack automation is fixed
all of the missing ones for afff were this month so something broke recently
(yay. that would have sucked going through months of afff)
i think i got cc'd on a different message or he recalled it and changed it. I think his wording was weird after this sentence but i think you're ok. Still feels craptacular though. I've been tossed under many busses, trains, pallet jacks, you name it. all degree of getting tossed around lol.
the following sentence would definitely feel like a bus or at least a pedal tavern
yeah i have also. you can google pictures of it online to see the inside also
yeah i asked nick if we were keeping the red walls and he said yeah lol
cant decide it if "reads" better how it is, or flipping columns b and c...
me too. i could change some colors or do something font related.
i like clicking his icon to see where he is in the doc
im trying to shrink the colums some so i can get the daily contracts on the same screen
yeah i reduced the font of the top row to help a bit
so we dont have to scroll around when we are updating it throughout the day
also, is there a reason cell k30 is in white lettering?
i'll see if i can fix that one. something happened with the formatting
sometimes in sheets the conditional formatting is weird like that
what's the likelihood that andy is going to ask us to color code their names? lol
NJ BG/Bowersox is weird. It was tested in July and that was it.
so i guess cam is just waiting for more traffic
do we know who the co-counsel is going to be for VAM Law?
AFFF i'm not 100% sure but i think andy said acts
Andy question for AFFF for sure. i think it's ACTS but i can't find anything to confirm
do you know how much for each? I didn't build a copper campaign for LA Counth
It was 300 according to brian. unless i missed another payment from them lol
Me personally, i'd try to make everything tree fiddy
dont mind greg, he doesnt what he speaks of
i've gone through email and slack. andy didn't tell me there whom they are partnering with so maybe i am confused
ok, i add the LA County to copper and recorded payments for both the AFFF and LA County
sooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooo
is that for Shield only or Shield and BLX?
just pulled a report from LR after getting a higher number in the inbox
i think depo is all from yesterday so we'll see.
i found 18 depos that didn't get sent to slack
hmmm any idea why they didn't hit the slack channel?
at first i was seeing the same agent number over and over but it wasn't always the same agent
i'm wondering how much from 10/21 didn't go into the slack channel
Do you have an email for P. Ryan Banafshe at Banafshe Law?
also, how about simmons & fletcher, do you have an email for them?
sean jimenez is weird. goldwater is the attorney though. Let me get his email
Simmons is Paul Cannon - pcannon@simmonsandfletcher.com
eeeehhhhhhh Sean Jimenez would be right since he's paying
uhhhhhh, i have no idea. did it get turned back on?
i dont even know when it went live again, but i see it on the monday board
if you start setting up that new crump campaign, give me a minute on the case type. you can use other for now. 🙂
no worries. it will be a while before i get the vertical. i think i'm gonna take a break for a bit. i've got a meeting about Paid vs Spent later. Did you get that invite?
no i didnt. mark asked me about it too, so maybe it has to do with LP??
eh... tag along. worst that happens is cam gives you a funny look and says "you're spared" lol
i dont even know what time it is, but maybe he didnt include me because i am working on this for him and andy
probably. currently it's 2pm but you know how meetings are lol
i'm gonna break and then i'll build in what i got of this crump thing so you can keep sending out "elections suck" emails
im going to run and grab a quick bite to eat. I will build it in copper when i get back
ok. I'm going to put 2500 for now and we can change it
ok, its in the sales pipeline - invoice sent
Yeah you should probably join in this meeting lol. We are waiting still
So my notes for us - anything levinson is paid. 2pm on Friday check PvS report to make sure it is accurate.
Yes, and I will make sure the name in copper matches the LP ID name when Mark creates the campaign in LP
i feel like there is a plan for flatirons now
ok so i guess i just make levinson not negative on chowchilla
i'll bug you with questions about BG and how andy does those tomorrow.
I see LA County Foster Care got opened back up, until tuesday
AFFF DL/FI is off again. this time it's less. I'm going to fly to LawRuler's office and make them explain lol
it could just be the report is wrong but still
actually the lawruler inbox says it's 6 more. 🫠
Illinois Juvenile Hall Abuse - BG/Forman - we got another one of these. We're at 56 of 57 now FYI. i went ahead and marked it
yes, it should be 57 now with the pricing increases
NJ Juvenile Hall Abuse - BG/Bowersox - we've got 10 in the sheet but 35 in copper. same deal?
did you get all the ones updated that had $0 payment from our meeting yesterday?
i'm about to double check. i updated them but i want to see if they saved
i'm gonna go ahead and mark the flatirons ones as paid
Private Boarding School, Ethylene Oxide, Noodle Soup, and LA County (Banafshe) are showing no payment logged.
i just fixed the two flatirons. Noodle soup hasn't paid. I bugged Ryan about Banafshe
I created the opportunity in the sales pipeline - invoice sent, for the new burg simpson - AZ juvenile detention center abuse
hey do you have the CA Juv Hall list with price increases?
cam's asking but it's in the chat with just him, me and andy
I dont have any list with a price increase
i think he's looking just for the attorneys that got the increase notice?
its in a friggen slack message with both him and andy that i sent yesterday to both of them per andy's direction....lol
Option 1 (pause campaign):
• Flanagan – Miller • Nielsen – Miller • Simmons & Fletcher – Miller Option 2 (keep running):
• Banafshe – ACTS • Goldenfarb – Miller • Van – ACTS • Van – Miller Waiting on a response:
• FYF – ACTS • Mattar – Miller • Onder – Miller • Woods – Miller
did he give any insight into those that want to pause?
These are paused
• Flanagan – Miller • Nielsen – Miller • Simmons & Fletcher – Miller
No, andy just asked me to send her a reminder
andy definitely needs to reply to her last email
i mean she won't get 10 if she doesn't pause.
yeah, cam responded to her immediately and she hasn't yet responded back on what she wants to do
she's probably like "how'd i get into this mess?" like, "lady how did any of us get into this mess?"
did you tell her we both tried to get ahold of her?
"we're trying to reach you about your car's extended warranty!"
i'm just impressed that the receptionist got her in touch with me
Has Andy said anything about moving money around for BG/Forman?
i'll send him a message on it and see what he wants to do
didnt we send him an invoice recently for LA County (maybe)?
ok, I'm going to put that in my email to Andy. you will be cc'd on it
so i haven't gotten the retainer yet i don't think
Here is the retainer for Forman/Laba/ACTS - LA County
but we may need clarification from Cam on which retainer to use. there are 2 in the current file. here is the second one
Do you know anything about BG's Asbestos campaign? It's been over cap forever
yeah, it just kind of runs until it gets to a point that Jon Becker sends us a payment. He gets weekly updates on it from me. So he knows where it is at.
I have updated Copper with the Forman changes to IL and MD and had the retainers pulled.
this thing is way over. they have money sitting in NEC. is there drama with these guys? i feel like there's drama because i've heard some drama lol
AWD Law Paraquat - AWD/Wagstaff
should we move noodle burns back to setup? dude hasn't paid and LP is off
Not sure. The campaign is live and he wants all live campaigns to show on the report.
cool. it can stay where it is unless he wants it off
Can you do the four pm update? This traffic is crazy.
i saw Tony turned it off and on over the weekend
i don't know what to do about the PvS report. I thought about just doing a draft allocation based on what Cam told us, sending it to him for review and going from there. but i don't know what his reaction would be to that.
we got payment over the weekend from Van Law for IL and NH. NH is a new campaign for her but IL will be a restart.
also, i see cam is doing stuff in the sent contracts spredsheet. so maybe he will get you the allocations for flatirons
i've been bugging him so yeah hopefully he's like "I NEED HER TO LEAVE ME ALOOOOONE" lol
did you record the payments in copper that were received over the weekend yet?
I will probably need to make a new one for van/bg - illinois as that campaign closed almost a year ago
im going to create the IL for Van in copper and use the old LP id for it
should we give andy and cam a heads up that Depo is at 66%
that means i need to go line by line and figure out who is missing.
i had to help shellie with a project. i'm going to dive into depo stuff now.
i got a stupid late start on the reports as i was meeting with andy for a bit
i'm still waiting for a report from lawruler. i think i broke it
i've downloaded an all time report for Depo again. going to see if i can figure out why some are missing. It's not BLX. 😕
i was hoping they'd be like duplicated in LR to explain it but.... no. 😕
Nick and nick are working on it. Or were when I ran out for an errand
that wasn't supposed to be in the invoicing channel, it was supposed to go just to you...lol
good thing andy and cam dont read things unless they are tagged in them...
andit's odd because these didn't show up in my report i checked yesterday. O.o
Can you add PFAS - Levinson (TC/MC) - ELG to the daily cap tracker and raw file?
It may not be in copper yet, i will check in a minute
but the campaign has been open for a while
i gotta do an invoice and i'll go add it to the file
but for some reason it isn't reporting in law ruler
i am seeing them come through the slack channel but not in law ruler when we do the 2 hour report
i'll look again this am. makes no sense why they don't match.
Both new campaigns have been set up in copper in the sales pipeline - invoice sent
i think part of the depo difference is stuff that gets signed late in the evening. we're at 357 according to lawruler. the difference looks like it's stuff that came in after 4:30 yesterday
obviously that's not always the case but i think that's some of the difference
i'm going to archive these since they're all in one campaign now.
i think i'm still confused about sean jimenez. like... where is his money going? I think andy said the acts levinson?
No, it is going to a campaign that will be Sean Jimenez/ACTS - LA County Juvenile Hall
I'm not sure how we need to handle it in copper yet
yeah i'm afraid of it too after the incident. 🫠
i know the $105,000 from Goldwater is getting transferred to it along with the $45,000 that Sean sent in for a total budget of $150k
according to my conversation yesterday with andy about it
did he say what miller called him about that was "disturbing"? he never told me
i bet it was just something like "Dan Levinson decided not to do it" or "i found out my SSN is on the black market"
I will create a new LA County campaign in copper for Sean and move the goldwater/miller one to funded closed
i am going to name it Sean Jimenez for now.
not sure if it will have the goldwater name or not
we don't have a retainer for it yet, so no big deal
https://app.copper.com/companies/526303/app#/deal/32861492 not sure who rose keith is but there you go lol
Yeah, i dont know who Rose Keith is either. But i left it that way for now. i did update the payments and value
they've already had one signup. i've added it
i have the allocations for flatirons. finally. i'm going to be updating some caps
Isaacs & Isaacs: (this is what I know for them)
MD Juv Hall $250,000 6/29/2023 AFFF $250,000 6/29/2023 IL Juv Hall $250,000 10/17/2023 MI Juv Hall $250,000 10/17/2023 AFFF - DM $250,000 5/1/2023 AFFF $250,000 7/28/2023
*Thread Reply:* Do you know which AFFF campaigns those payments went to? Obviously DM is Miller so i got that.
If you got anything sandy van i'll take i ttoo
DL/Van Law: CLF $1,000,000 9/8/2023 (this is the 1 Million that was never started) Paraquat $1,200,000 9/8/2023 Paraquat $74,000 10/31/2023
The Isaacs & Isaacs from above were all with BG. I don't think they did anything with DL.
there is one payment of $3,300,000 from 2023 (on the 2023 tab) that is in the sent contracts file. Just so you don't miss that one
can you pull all the payments out of copper so it will be already broken down by campaign?
yeah that's not a problem. it's more of finding the people who worked with DL / DL/FI
they're like on retainers and not in LP and stuff
yeah. might be good to put a note in copper if that happens again
yeah now the fun part tho - the historical payments
Budget for Jimenez should be 150,000 i believe
also, we were off by 6 on Nations/Levinson TC - AFFF this morning. Only off by 3 on Flatirons - AFFF
all the Nations - AFFF came through the slack channel yesterday afternoon and this morning but didnt show up when i ran the report this morning.
nor did they show up on the 4pm report i ran
almost the exact number that came through slack after 4pm yesterday
you think the late ones just didn't go through?
thats my working theory, but i can't prove it...lol
also, make sure you update the budget for Jimenez in the new order channel for Mark
Did VAM Law send another payment for AFFF? We've only received $150k and you have the budget at $225k
haven't gotten it yet. thought we had. they're paying an extra 75k
all sorts of stuff that hasn't been paid yet is getting started today WOOOOO!
did we increase the cap of DL/Flat - AFFF?
i updated it yesterday. lemme look. maybe i missed that part
forman is pulling everything so it looks all negative. i gotta fix that one.
in the paid vs spent. Since it's a reboot it's pulling everything from LeadsPedia
So i'll add the new amounts to the old amounts so it doesn't show as a giant red flag lol
so of cam's DL project I've gotten pretty far. I'm just at the point of "I have no idea how all this money was allocated to this campaign type"
ok what all do i need to add to the raw file? lol
none are live yet, but we will need both the VAM Law campaigns (LA County and AFFF), LegaFi - NEC, Crump/ACTS - Chowchilla and ACTS/Levinson (SJ) - LA County
do you remember, did cam tell us to pull the retainer for Nations/Van/Levinson when we got to cap? we are at cap now....
i do not see instructions so we need to let him know
These 2 on the raw file have a negative for Unconverted leads: Mortgage Race Lawsuit Class Rep - Crump/Lanier (TIP) - Contract Illinois Juvenile Hall Abuse - Bay Point Advisors - Bailey Glasser
Grabbing leads from the future and signing them
so we got 500k from crump. i applied it to chowchilla instead of New Hampshire because Chowchilla is getting setup.
cam math drives me crazy lol. i'm going through DL stuff to make sure i updated caps and the number of caps less than what he gave us is too darn high lol
"add 100" ok well if i use the amount paid i should subtract 200
i just got hit with a gnarly migraine. i think i'm going to finish my day at home? not sure how that would work like if i need to say anything or what. I once asked Shelly something and she was like "You're salaried!" lol
yeah, cam is on the road somewhere with almost no phone service and andy is at a conference
k i'll be working from home the rest of the day. If you need help with the 4pm report that's no problem. 2pm might be lol.
good morning! going through leads now. can you double check bard powerport? the ryan doc (lol) shows we have 2 left
and this is weird..... paraquat is off by a lot
not a lot came through the slack channel this weekend
i just invoiced bay point so hopefully they pay soon
AFFF - Flatirons was only off by 3 this morning. that is progress
or maybe it's been so high i didn't notice lol
ok paraquat slack makes no sense because only 3 came through on friday and were off by 10? did slack crash this weekend?
ugh precious wants to know why nielsen only has 3 signups for october. I don't want to say anything to her lol
LA County Juvenile Hall - ACTS - Levinson (TC) - LawRuler is showing 22?
it wasn't that high when i checked that one at first. it was like just a couple
You have Levinson (TC) - CA Juv Hall with a cap of 50. I show they should be at 39...
probably some weird Cam/Levinson math on that one
any word on if we are having that 3:30 meeting today?
i've been bugging cam about the paid vs spent report too and nothing
we are at cap for bard powerport...i know we sent them a new invoice
i guess let's see what cam wants to do. i'll bug craig
I invoiced them on Friday. I asked Craig if they told him when they'd pay
Yes please. I’m still waiting on my wife to get out of work.
do you want me to do the 10am while you're doing the reports?
apparently we will be getting some Button Battery campaigns as Andy had me add it to the emails....lol
kids swallowing them? or dogs swallowing them?
i don't leave button batteries around the house and i don't have kids. i don't get it.
but it's pretty much why i didn't want hearing aids with batteries. my corgi would 100% eat it.
nobody answering their phones thinking it is all political stuff
or maybe they've all headed to the polls? either way it's definitely election related
I am going to head to lunch after the noon update and also hit the polls. Hopefully the line at my polling place isn't nearly as long as it was when I drove by this morning.
I got 2 if you’re not back by then. I voted early
How are we supposed to track this money for these new campaigns cameron just posted about in the call center channel?
the PvS will be wrong for them all if we don't know how much to apply to each campaign.
I’ll see how he replies to mark and bug from there
We do need CA Juv Hall - Crump/Slater added to the tracker
i figured out the LA Co thing but i'm waiting on cam
if not, dont worry about getting it in there yet, obviously
wait yes i do have it. budget is 500,000 Cost per is 7500
he had me invoice that one outside of the channel
so apparently we're litterally sharing the budgets for those LA juvy/foster matters
Like if we get 8 contracts, it comes out of the total money and it doesn't matter where it comes from
i'm not even sure how to show this in the PvS. it will take some interesting math
but we have to have some sort of $ amount in copper or I cant put it in there
i have the amounts left if we don't get anymore CA Juv Hall
Contracts Signed Remaing Cap Remaining Budget ACTS/Levinson (SJ) 20 0 20 $150,000.00 ACTS/Levinson (MC) 16 12 4 $30,000.00 ACTS/Levinson (TC) 50 26 24 $180,000.00 ACTS/Laba Foreman 20 3 17 $127,500.00 CA Juvenile Hall Detention - Dicello/Flatirons 511 321 190 $1,425,000.00
so i guess we could like.... put some of that in there... or something.
Oh! Tomorrow i'll be late. I've got people coming to look at my trees that are dying
just a reminder - i'll be in the office after this next tree person. yay laptop.
2 quotes so far and both arborists say my trees are diseased 😞
LegaFi - NEC was way off this morning. We are already at 7 and it was showing 3. I know that doesnt seem like a lot, but the cap is only 12...
we should give cam and andy a heads up. i'll look in LR
when i did the 4pm report it was what was in the tracker
Can you please do 2 invoices, and post them in the invoice channel to Andy, for Eric Nielsen. Both for 100k. One for Depo-Provera and one for Button Batteries. No KPI according to him
I'm not increasing the totals in copper for LegaFi until we get their payment
did you post those in the invoice channel for andy?
I'm thinking he wanted to review them first...
but he asked me to have you post them in the invoice channel
Eric Nielsen is cool so if I have to make any changes I’m not too worried.
Done. Dude says he’s 10 min out so I should be in the office by 10
can you make the Button Battery case type in copper?
Nielsen - Depo and Liza Liu - AFFF have been created in Copper
i'm on my way. got a text from Precious. They're suddenly getting Chowchilla E-Signs
yeah, just saw that. did you let API know?
did we have a KPI for these LA County Foster Care ones?
i am going to deduct 60,000 from each LA County Sex Abuse campaign to "fund" the Foster Care campaigns. This will give us a start of 8 for each new camapign
works for me. we can do option 1 and just adjust as needed.
i think that is the best way to tackle this for now
yeah. we might be able to figure something out with ryan for the future
The integrations team is lucky Raul with DMA didn't cc Cam.
Ok, i have added all three to copper with payments. can you get them added to the daily tracker
i will update the counts in the raw file once you have them in there as i know we have had some come through already
maybe double check my work also, as i was in the middle of an Andy tirade while i was creating them, just to make sure I didnt screw them up....lol
what's up with Andy? is it the integration thing?
i got steam coming out of my ears too on that one
no, something different with Dina Joseph at FYF Law
he was pissed that she didn't get her report yesterday, but i sent it to him for review at 9:50 am and he ignored it and blamed me on a text message with both me and Dina.
i sent him a direct text message that i sent it to him yesterday for review. he, of course, didn't apologize to me
Oh I forgot to sort it. They’re at the bottom
all good. i usually put new ones at the bottom just to make it easy
then i sort. but desire for lunch won out before i could sort
Dustin said he found two more campaigns that were incorrectly setup. fortunately nothing had been sent yet
i kind of hounded him about checking it and doing a root cause analysis
it's one of those things where we wouldn't know unless the firm told us
How are we removing campaigns from the daily tracker?
For example: Meirowitz - IL Juv Hall and Forman - IL Juv Hall are both completed and closed but still showing up on the daily tracker
if they're just paused and have a chance of coming back to life we can hide them but if they're dead dead i've deleted
i marked them as paused, but both are closed and I don't think they are coming back
i'd delete. they're easy to add back in so if they come back it's not a big deal
this one is open in the open/closed board. should we add it in to Copper?
Howard County - Crump - Slater - Shield Legal Illinois Juvenile Hall Abuse - Dicello - Flatirons NC (TIP) - Shield Legal
yeah it's done. just for whatever reason it's open on the monday board
same with that Illinois one. we haven't had anything for it in a while. just weird. anywho i updated the raw file to make sure what's open is in there. if i missed anything let me know. i'm tired
about a large scale report where i stab my eye out?
yeah it was buried under all the invoice requests i got lol
i'm gonna get more coffee. i gotta dump out this gross stuff
ok. dont we have a large scale report of all active campaigns already....the daily tracker and also the PvS?
are any of the conference rooms open where we can call him on one phone?
New, Invoice Sent, Setup Requested, Setup Started, Testing, Live, Leads Only, Paused, Closed
im just going to wait until he tells us what he wants....lol
lol agreed. i'm just testing something to see if it would work
Can you do the noon update, please. I had to run to pick up my wife real quick.
I can do the 8am. Can you get the 10 possibly. I’m going to run to the Drs after I drop my wife off at the airport. See if I can be seen for this freaking ear ache I have had for a couple days that is just getting worse.
Are these new ones all being transferred from their LA Juv hall?
i just got off the phone with him. he said that we need to watch all the LA stuff very closely and not let it go over at all. the price has gone up but an agreement has been reached. i'll fill you in. he's going to slack me more
Ok sounds good. I’m still just sitting here waiting.
Andy did say that anything that's LA County Juv Hall needs to have a Foster Care Abuse case with it
Apparently a settlement has been reached with LA County Juvy
Looks like I’m in for a fun weekend of watching slack.
Cool! I had to run home and meet a dude for a quote on trees
I'll start getting things built into copper this afternoon. I see mark has sent me most of the LP ID's already
you werent kidding about lawruler. im still waiting
ok, so the amounts you put in the new order channel, I am going to enter those in as a payment into copper for each. Do I need to deduct the same amount from their LA County Juv Hall?
I grabbed what was left for mark to use for at least as a placeholder
we aren't stopping the LA Juv Hall campaigns?
also, no cap on the Foster Home campaigns?
do you think it makes more sense to not enter a payment into copper and then we make the changes when when we get the updated reports at 8, 10, 12, 2 and 4?
i did give cam a cap for those but i told him i just gave what was left
ok, i am going to build them in the sales pipeline and then move them to the order pipeline because i think it will let me do that and not enter the required fields of value and order approx
fingers crossed that all this doesn't make everything go BOOM!!!
i've had luck putting something in to get it built in and then just deleting it lol
and all i have to say is... it can't be as bad as the Sean Jimenez incident
whos the contact at Kugel Law? I am drawing a blank
Ok, they are all in copper in the order pipeline - funded setup stage. I didnt make them live as they aren't actually live yet, nor did I mark them as won yet
awesome! i got some hot projects O.o. and everyone is packing and i want to pack lol
guess we are taking more Levinson (TC) - CA Juv Hall
yeah, sunnie just posted in the over the cap cannel
oh i got a dr appt at 2. it won't take long and it's down the street
basically gonna take a late lunch hour for it
as for levinson TC... that's probably ok since it's going to be a bit easier to watch today
im highlighting in the report template which ones are updated
we are at cap for acts/laba/forman - ca juv hall
that one is hard to update in copper as it was a restart of an old campaign
We are over for onder by probably 1 based on pricing
but we only have 6,000 left in the new 150k they sent
according to $$ we aren't over for Kugel but we should probably wait a day to see what happens with sunday
based on that 60k, i'd probably at the very least pause some of these
their dashboard is showing $62,500 spent now
brian needs some financial stuff for this morning. i gotta get that to him
ok so.... in my test spreadsheet i've added this
i'm getting current price from the dashboards
good news is tomorrow is the last day for signups....
so in theory, if everything is right, the current paid revenue left to spend should be the amount of budget left for contracts
so if we use that amount we should have an idea of what our daily cap would be.....
yes....in theory....based on the previous days pricing
i just moved all the LA County Foster Care new ones to funded live
someone....ME....forgot to do that on friday
do we need to do anything to get them added to the daily tracker?
i thought i added them..... if not, i'll add them in a bit.
i also moved the kugel one right to funded closed...lol
let me know when i'm good to update the tracker
i've added in the foster care and i just need to double check some of the math for the budgets. but if you update the price in the raw file (column k) it will update the numbers
Let Andy know we are testing something with the 2pm lol
i have used that before, and andy didn't like average price as it didnt accurately show the current price
for example, FYF - CA average price right now is 8481 but the current price is 15,000
Because 60,000 is way different from 7500 lol
is the raw file pulling the price from copper or are we putting it into the raw file manually?
The current price is manual from the dashboards :(
the PvS is pulling from copper though, yes?
so, do we just update copper and have the raw file pull from copper also?
We could rename high and low to starting price and current price
even though it takes more time to update copper, but it would make sure nothing gets missed
he said he was probably taking the call from his phone. i took that as to mean he wasn't going to be here
it kinda sounds like this daily tracker has a lot of what they want to talk about
VAM is a cap of 30, it hasn't updated yet from copper
yeah we were waiting ntil we got the money but i'll update it i'm in there
i transfered 75k over this morning per andy
I just did a check on some of the campaigns in comaprison to the daily tracker and LR. some were way off again. Depo was off by 40, IL - Bay Point was off by 7. Flatirons - AFFF was off by 20. I have updated the tracker sheet. Is today the last day for the CA Juv Hall signups?
Rachel Kugel is asking for an update. i'm thinking "one dude was 60k." i wish my grievances were worth 60k.
can you add the new gaming addiction to the tracker
i was involved in a mass tort once because of shady 401k stuff. you know what i got?
i was involved in one for overtime pay for salaried workers. i got $4,600..lol
my mom got a chunk of change (she worked there too) but i got $15.
which was a fraction of what i should have received if i wasnt a salaried employee for 5 years....
true and i didnt even know it got settled, i just received a check in the mail one day
surprise money! i got a check from ikea for $25 one day and i was like ???
Kugel gets a dashboard report email thing right?
depo is breaking my brain. We only got 7 between the 4pm report yesterday and this morning. no clue how it's off 40 unless people backfill dates and times????
can you look into the issue with goldenfarb? it might be an api issue with them not receiving the other 9 retainers. i know she sent you an email a couple weeks ago about it, not sure if you replied to her or not back then.
dont worry about craig asking for a refund, i will get with andy on that and see how he wants to address it
we dont normally issue refunds on unused funds
cool. yeah i'll see what's up with that. I deferred it to the Integrations team then
are you getting that VAM request for Andy? or asking Dennis for it? lol
has he signed up for any of our offerrings?
He just got diagnosed. the only thing is he really looks back on his time in the navy fondly. he didn't have to go to Vietnam.
He went to Spain, he was on Apollo recovery missions
my dad was exposed to asbestos for 20 some years on his job, but his diagnosis couldn't be tied to asbestos so he wasn't eligible
but he told me the story of the initiation for new sailors. Shellbacks. They would basically bathe in AFFF
that's the other part... he worked in a machine shop for like 40 years and was constantly exposed to crap.
his best friend from work just died from cancer.
yeah, my dad only last 6 months from his diagnosis
Right now it's just prostate but he has an appointment with the oncologist next weds. like he was just diagnosed.
hopefully it just stays as prostate and chemo will take care of it
i just couldn't believe they bathed in that crap as initiation. but he said the Navy told them all it was safe
they probably thought it was safe back then
my father-in-law had cancer all over by the time they caught it. it was 8 months. he held on until we closed on our house. the last thing he said to us was he was "tickled pink and so happy" that we got the house.
anywho i got an integration meeting at 10 that's going to be a while. it's my onboarding
Is that correct in the 'sent contracts' that LegaFi paid 100,000 yesterday? i didn't see it in the invoicing channel
yeah they did. i gotta get with brian on that one. i think andy had me send it last minute in a hurry
all good. i didn't know they made that payment. i updated copper with the payment
Do you have an email/contact for Banafshe Law?
Can you get Crump/Meadow - VGA added to the tracker.
i was looking under video gaming addictions
Yeah that was me looking for it in copper lol
on the raw file, something isn't right. it is showing % for daily signed amount (column M) and column N isnt right either
I’ll check it out. I’m sure there’s still some shenanigans with it
aight - kugel. One was a damn test. So she had 2 on Friday when she asked me.
normally i'm good at weeding out tests but this one was named Carlos. I'll talk to dustin about naming
pretty much that one dude knocked out her budget though.
those 2 were before the election, or 2 as of this past friday?
i thought she had 3 when we turned it back on but one was a test. >.<
i didn't find any signed and declines for her
maybe. she had a bunch of them that are just declined
so yeah i'm wondering if one got disqualified
there are no signed and declined coming up
my guess is maybe it was a sent e-sign that went into like disqualified or something.
not that they're financially poor. just sad....
Greg and I went through the records and it looks like someone was disqualified on our end before they reached final signature.
i did find it kinda wild how many firms Miller got involved.
can you take a look at the raw file and see what is up with the Crump - Gaming Addiction? We should have 3 signups for that one
Did we ever turn Simmons and fletcher back on? Paul cannon just texted me
can you check the math for Bay Point - IL Juv Hall. It doesn't seem to be mathing right.
i was so confused because i was looking at bard powerport
so Law Ruler shows 27 signed. the Shield Pipeline report shows 22 which is why the paid revenue = 11 contracts left
i'm trying to devise a better method for the budget
works just fine in google sheets. so i am just going to use that...lol
i DID have this problem before. I had to think about what i did to fix it and Gemini reminded me. I used to make the UPCs for my last company. to keep it from being dumb, i had to put an apostrophe before the number.
has brian stopped posting payments in the invoicing channel?
no it's been slow and the last few have been in private channels
i didn't know we got that other legafi payment until i looked at the sent contracts. also didn't know we got a payment from Liza Liu today
eeeehhhh lisa isn't technically confirmed by the bank yet
we're just expecting it but the bank shows no name
im just going by what is recorded in the spreadsheet
i'm waiting on ryan to do a resync for the financials fyi
if pricing is still 15k then we have 1 more signup for banafshe
the tracker speadsheet doesn't seem to be right at all
yeah i need ryan to do a resync so i have the right financials and it updates. >.<
it is showing a cap of 10 for banafshee when it should be 12
Neither banafshee showed up on the 10am report when i ran it?? like
it's in the inbox. that's weird. but i don't know if i'm surprised since the financials didn't change from 4pm yesterday
yes, i upadated the tracker to show 11 already
here's what i'm thinking. tell me if this makes sense.
I've added a column to the raw file that pulls the # entered for the day. that subtracts from the total cap based on budget.
soooo....i can't do a count in LR for Crump - Gaming Addiction as it isnt showing up??
so that means i'd just have to update the budget in the morning.
updated. now when you update the number it will show based on the current budget for sure even if i don't have updated financials at the time.
as long as the price doesn't go from like 15000 to 6000000 in 2 hours anyway
we can only do 2 more for Miller/Van - CA also. as long as the price stays the same today....
so we've got all those foster care cases just sitting there paused.
should we just like... put them in setup stage?
i feel like we should keep them where they are
She's like "is my campaign set up?" i'm like 😅
i don't know if she's on her own or with someone
i dont think we have anything for her campaign yet
i know like nothing about it other than cap and cost
nielsen should probably be pulled later today. i think it will get the last couple.
yeah i had a moment while updating the money that's left
i forgot a step in the formula lol. we're good but we should watch it.
Van is going to be the litigator for Liza Liu?
ok, you put in the message to mark it was Van
i moved MD Crump/Slater #1 to closed so it doesn't get mixed up with #2 which is active
Have you heard anything from Craig and Bay Point?
all that went down 2 minutes ago so good timing!
does he mean to move the MD over to IL and open IL back up?
Is that bay point payment to be split between IL and Bard Power Port?
Bay Point - Bard has been updated in copper
cap also updated in the raw file. we still need ryan to do a historical sync
no becasue he wants it at the end of the day
I will send dennis a message that I will need it at 5:00, so he knows it needs to be done
you think he wants a pivot table for all diagnosis or all statuses?
i couldn't get my dogs to cooperate on their walk. a 15 min walk turned into half an hour
Onder, DK Law, Kugel are closed. Kugel technically has one
when were we told to move MW - MD over to their IL campaign?
i have no notes on that or remember being told that
as for his other bullet points, they are paused in LP because Cam either paused them or never turned them on. I made Andy aware of this before, but he didn't do anything about it
you said that a lot more diplomatic than i would have
i'm looking at a few slow movers Andy asked about.
- Bowersox NH and Bowersox NJ are on but leads are really slow going in. We've only had 22 leads for NH and 17 leads for NJ since late October. Should I tell mark to focus on those when doing the manuals for them?
- Ghozland NH is paused but i couldn't find any notes in slack as to why. We got 130ish leads for that one before it was paused. My guess is that NH is just slow? These leads might be a bust so it might be good to turn it back on as well.
- Ghozland PA - i messaged about this one a couple of times because Leadspedia was off. that might have gotten missed. Can we get it turned on? Happy to tell Mark if you're not able to right now.
and i put LP paused in there for THIS VERY REASON lol
but he should have looked at it like..... way sooner
don't panic about crump slater CA Juv. I gotta look at some stuff.
I just sent Cam a slack letting him know that Andy has requested that LP be turned back on for a few campaigns the last couple of days. Mark has turned LP on based on Andy's request. Let's see how Cam responds...
did you hear me cackle when you made the diplomatic comment?
awwwww. it was a good one. even the workers stopped
except levinson because apparently they're good.
we are missing ACTS/Banafshe, Miller/Woods, ACTS/Van and ACTS/VAM
woods and banafshe are at cap but i'll add them. uno momento
banafshe i show we can do 1 more along with woods
ACTS/VAM the campaign is open but we have never done any sign ups
its an old campaign that hasn't had any signups in a loooooong time
looks like we only have 9850 left on that Van campaign
I left it blank though so you can double check the math on it
and i thought VAM was not going to do LA Juvy
yes, a couple came through on Van that i didnt know about
I'm not sure, i just know the campaign is open and live. we will ask andy about that one
maybe remove the LA County foster care as he only wanted juv hall
im going to pull the retainer for acts/van since it is at cap....basically....lol
you going to send to andy and call him, or want me to?
I'll send and you can call? we can both hop on in the conference room?
think he is going to send that to Cam, or should we?
i'm not sure if it's all good or Cam just hasn't seen it.
i've been on a call with ryan since we got out of that room
i need to invoice a couple of people and then do paid vs spent
33067517 - IL for Van.... do i need to add $1mil payment?
cool. ryan is so frazzled i'm not going to bug him lol
last time i did i got stuck on a call for 3 years
should we pull the retainer for Simmons & Fletcher / Miller
i just don't want intake to transfer any to them if they want a refund
LR is slow this morning. still waiting for the 8am report
and she makes so many mistakes, you can hear her backspacing to correct them
did financials get updated in the raw file?
it was the woman that sits over to my left...lol
in the cubicle, you might not be able to hear her
Hart McLaughlin & Eldridge - they haven't responded to their last invoice and andy told me to cancel it. Should we archive them?
Miller has opted to keep these signed and declines
when you get a minute, can you show me where the heck this is in law ruler? Maryland Juvenile Hall Abuse - Dicello/Flatirons ???
Can you start a shared spreadsheet for you and me so we can track what campaigns we have received funds for, but they haven't started yet. Include a column if we have documents or not and a column for last contact with the firm to get documents. Something we can update and then send to Andy once a week.
i think i have something kinda. let me see and i'll send
what sucks is i've messaged him and cam for missing retainers and stuff. it just takes a while >.<
works for me. we can send this to andy every monday before our 3:30 meeting
there's a typo on the email to Lakin re their PA Campaing
he bugged craig about it. don't know why he didn't just reply to the email lol
Hmm, ok. I’ll check it when I get back from lunch.
Here are the ones that have funky numbers:
Bard Powerport Chowchilla - Crump/ACTS Ethylene Oxide - DL - Flatirons NEC - DL/Flatirons
I let Scott Duncan at Bay Point know that we got the wire this morning
Thank you! I just got done. Can’t drive the rest of the day
if you can, can you check the raw file and daily tracker for Bay Point - IL Juv Hall. I updated copper and the raw file, but the math isn't mathing right on the report. Still showing 96% complete and we shold be at 46% complete. If you can't, it can probably wait until monday
Sounds like a formula broke. I’ll check when I get back home. :)
I deleted that duplicate BG/Van - NH YDC entry in Copper. Apparently i am so efficient at my job, i made 2 of them...😂
lol sounds good. I saw that and at first thought I did one. You just really wanted to make sure it was in copper 🤣
weird. Crump chowchilla is off by six. i'll investigate
Firefoam for DL/FI is way off. 1317 vs 1235. I'll have to dig on monday when i got extra monitors lol.
And it was only off by a few, maybe 6 or 8
we are at cap for flatirons - afff. i know cam usually just increases that one
did you ever hear anything about PA Ghozland?
not recently anyways. a few weeks ago cam said he would turn on LP once things picked up some
Ghozland - PA is active, LP is just turned off. I thought the tracker was for campaigns that need to be set up still:
lol. i deleted Van - IL as the retainer was put back in after our meeting
i gotta go in a few minutes to take my dog to the vet. he's so itchy 😞
also, Need to add Gaming Addiction - AWKO to the daily tracker
built into the tracker. just needs a little love with details. i'll work on it with the lead updates
we need to talk something through in the conference room. do you have a second?
ok i'm going to create a duplicate in copper like we did for MD Crump 2. That way we can track it outside of that funky balance
Chowchilla Womens Prison Abuse - ACTS/Banafshe (TIP) - Contract NH Youth Center Abuse - BG/VAM/Meadow (TIP) - Contract NH Youth Center Abuse - BG/Van (TIP) - Contract
do you have anything about why Firefighting Foam - VAM Law - ELG/Meadow was paused in LP?
do you know what ryan is working on today?
Ok, I’m not getting signed retainer notifications through slack for some reason. They stopped a couple hours ago. I thought maybe we were just slow and not getting any signups, but when I ran the noon report, we had a few.
I don’t want to ask him if he is busy with something for Marc
who else would know the slack part? McFadden?
I asked Nick, he didn’t know of any issues
Tony's calling it out in the Call Center Channel
are you making changes to the daily cap sheet?
chowchilla - banafshe vanished from the raw file
i was talking with Nick M about the automated tracker and he was like "Why don't you use over the cap?" and i was like....
nothing bad. Brandlytics is now Shield Legal and the stuff will need to go in copper
Video Gaming - Meadow/Levinson - off by 100 Paraquat 12 DL/FI - off by 4 LA Foster Abuse - Oakwood - off by 6 LA Foster Abuse - DL/FI/ACTS - off by 4 and almost at cap Hair Relaxer Uterine Cancer - Dicello/Flatirons - off by 4 Gaming Addiction - Crump/Meadow (TIP) - Contract - off by 8 Firefighting Foam - Dicello/Flatirons - off by 18 and almost at cap
Can you make the case type of IL Foster Care Abuse in Copper, please.
@Greg Owen forman had 8 signups on LA County this year using the 150k he paid
I'm trying to backwards math the spend for those 8 because it's not showing up
New campaign: Flanagan/Miller - Chowchilla $108,500
is nielsen working with meadow on button batteries and depo?
i dont know, i only have them in copper as Nielsen because i never heard back from andy on it
yeah. he told me to email rick if i needed retainer/hipaa and i'm like.... rick meadow? it's the only rick i know
I made the changes in copper to Flanagan. We will need a resync for it to show in the PvS. the new chowchilla is in the sales pipeline still as invoice signed and funded. We can probably wait for teh resync until the end of the week, so we don't get charged for it
i'll wait until friday to resync unless it's like a massive issue
i thought this one was pulled but apparently not? Ozempic - Levin Papantonio. There was a signup yesterday from an old lead.
that was a cameron one. i've never done anything with it
we need to add IL Foster Care - Walsh to the tracker
ok, remind me to do that right after i get this ELG thing done lol
we need Crump/Lanier - Chowchilla added to the tracker.
there's one with lanier? i thought that was with acts
Yeah i don't see anything from Cam for Crump/Lanier-Chowchilla. Bard PowerPort yes
Ignore that message. It is Bard not Chowchilla.
Simmons is wanting to get the weekly reports. is the one for Bard PowerPort ok to send or does it need Andy approval?
I would think it is ok, but we should check with Andy. I will ask him. I have been sending them to Craig Smith and I thought he was forwarding them on, but I guess not.
Craig sent it to them last week but dude wants dashboard access too now.
ok, zekarias will have to make a dashboard for Simmons and then he can grant them access
since andy's sick, i thought i'd reply to rachel kuegel.
"Hi Rachel,
My apologies - I thought someone else had replied.
Andy would have more information about the finer details, but I can tell you that currently you would be the first to sign up for Nevada if you went that path. Chowchilla is fairly steady and reliable. Michigan is getting a lot of leads that the team is working through and I think there's a fair amount of opportunity there." Thoughts?
Hi Rachel,
My apologies - I thought someone else had replied.
Andy would have more information about the finer details, but I can tell you that currently you would be the first to sign up for Nevada if you went that path. Chowchilla is fairly steady and reliable. However, with the current rate you'll only get about 2 (maybe 3) signups with the amount you have remaining.
get you get Dublin quickly on the daily recap
We should hit that 55 through the weekend. lol
Ok. I’ll look at it in a bit. I’m laying down right now. Wasn’t able to see a chiropractor today.
i haven't updated the doc yet. about to do that
Can you add Michigan Pollution to the trackers
yeah. i gotta invoice flatirons and i'll add it
Michigan Pollution - Ben Crump/ELG (TIP) - Shield Legal LP name
Can you check the count on Grombacher VGA 2.
Yes, you, mark and I talked about everything already 🙂
well yeah i know we had it in person. wondering if we gotta sign on
With Andy in Spain and Cameron pretty much being offline now, I’m guessing we aren’t having it online.
k i'll send a chat with an update so they know we met
Is there anything missing, document wise? I don’t have it in front of me. Still waiting for my wife…
I need budget and price for DL/Flatirons MI Juv hall
Morning...when you have a minute, can you add DL/Flatirons - MI Juv Hall to the tracker
no we didn't but we have had a few signups
Sorry, yes if you could. This traffic SUCKS!
No worries. Can’t find my charger so had to use my phone
Morning. with the last invoice for $100,000 for AWKO we can only do 13 more signups based on $2,000 per and what they have already spent of that $100,000
K. I’ll do the budget in a bit. Gonna work from home today
Fun dog walk this morning. Cops are all over a neighbor’s house. 🫠
ummm...most of those retainers have already been signed. not sure how they are going to do that. I did wonder when andy asked that the invoice go to AWKO and not Bradley or Grombacher as the first 2 did
also, that is a great way to start your morning...give updates if you have any...lol
my wife has a friend who's house burnt down on christmas eve. very sad, luckily their 2 dogs and 2 cats made it out. they weren't home when it happened
yeah, they went out to do last minute shopping and got a call from their neighbor
by the time they got home, it was a total loss
fire department is saying electical in the kitchen but not the official word yet
my husband's house burned down when he was 16. total loss. started with a faulty furnace or something like that. They were all in the house. They got out and some of the pets did.
when we bought our house, i bought him a safe
luckily ive never had it happen. glad they all made it out safe
i have all the counts updated in the tracker
nothing from andy or cam yet on the request from awko. i am trying to think of how we can do this and i am not coming up with anything.
we would first need to identify which ones should be vga 3
i just sent mark a message asking how difficult it would be to re-trigger the ones that need the VGA 3 designation and if it is possible to resend them with the new name
we should raise their rate for the extra work lol
I did some updates to the new campaign set up tracker
just got the updated budget info. updating leads and $$ now
That’s pending the $100,000 you invoiced this morning, right.
They got 48500 but that’s not counting what came in today
that cant be right. their dashboard shows 204 signups at $377,500 spend. so they should have $22,500 remaining of the $400,000 and $100,000 of that is what you invoiced for today. they have only paid $300,000 so far
the 191 is wrong. looks like it didnt' update with yesterdays signups
your number is right and i say we stick with that
yeah i just looked at the pipeline report and it's right
the budget should be right as we haven't received or recorded the payment yet
according to the order pipeline report, they're negative 77500
k gonna use a different report to update stuff
lol something is off with this report too. it says Banafshe has 13000 signups
idouble checked lawruler and yeah...no. no 13,000 anything for that campaign lol
I sent Andy a message if it was ok and if so, you would send an invoice to Ryan
Please send Ryan an invoice for $200,00 for Chowchilla, per Andy
I did it was very nice. Dealing with a migraine but will send asap.
Glad he’s adding money for those 13000 retainers 🤣
Depo - Flatirons is in the Sales Pipeline of Copper. I can't put it in the Order Pipeline without price or value.
can you make the Wood Pellet case type in copper
Yeah no prob. Use other for now and I’ll get it in there
I will work on the project Andy gave us this morning. Also, can you add BG/DLA - IL Juv Hall to the Daily Tracker when you get in
Yeah for sure. Let me know if you need help on the Andy thing. I’ve got some meadow stuff I gotta do today
Can you review the last column (Other info) of this and see if anything should be added.
He was only asking about what is there. Ones without notes, are pretty active or new campaigns. So I didn’t add notes to them as I don’t think they needed them, lol
makes sense. I do kinda want to add the "Do something" meme to NYC though lol
i think you got everything though. a lot of those Juv halls are just slow
another one to add, AFFF-PFAS Military Base Exposure - DL/Flatirons
on it. reminder on that one that the budget is shared with AFFFF
i did flatirons allocations before i went into this meeting
i had to lower AFFF/PFAS a bit just to be able to fund it
can you add LA Wild Fires to the tracker, please
ok what else? putting the notes together for our meeting recap lol:
1) Mark needs $$ rate for Wood Pellets 2) Any updates on Gomez – Nood Soup? 3) LegaFi Paraquat hasn’t been sent to the Call Center channel yet. Any updates?
i know you have bugged Cam a couple times about Pride Law - Dublin, but she is way over budget. Around $275,000 now and has $150,000 in outstanding invoices from what I can tell.
thats pretty much it. i cringe every time i see a signup
he just logged into the sent contracts file
ha, opps, i unfiltered it to look for Pride...lol
Email sent via Scheduled Illinois Juv Hall Abuse - BG - DLA - Shield Legal was triggered to , company@dlalawgroup.com,es@dlalawgroup.com,jm@dlalawgroup.com,masstortintake@baileyglasser.com by Tort Intake
Eugene Keever 662095 1/13 Roneal Wright 660568 1/10
kathy from VAM texted me this morning and it sounds like they're going to make some changes with the AFFF campaign. She was going to get in touch with Andy. just FYI
ok. we have had 3 signups today since we turned on LP yesterday afternoon
Chowchilla Womens Prison Abuse - ACTS/Kuzyk (RB) (TIP) - Contract is this oneon your to do list for copper? don't want to enter it if you're already working on that.
i didnt get the info from mark yet. he probably forgot to send it to me
if you list the LP id, i can get it entered
Saw Cam's note in invoicing, thought I would help out...Here is an up to the minute update on Crump/ELG - MI Pollution: Current Paid $500,000, Spent $886,800. Owed $386,800. Retainers Signed 739
What's the best way to get this part: Also, send updated report and finacnial summary to both so they are aware of current pacing and funds used. <-crump and elg
I would just send them what i put up above
that shows spend, it doesn't show pacing but i can get that real quick
we are averaging 28 signed retainers a day
did you hear anything back from Greg G on the Loghmana retainer and hippa?
I don't have any other details yet for that one
Can you add Sandra Neuman - AFFF to the tracker
i just added a tab in the tracker with the pivot table version andy liked. it should be the same as the one i tested in excel
did you reach out to Brittany for that Andy report?
Did you invoice Bay Point $100,000 for Bard Power Port? I don't see it in the sent contracts file, so just checking to make sure it didn't get missed from Craig's request last week on the 17th.
Should we send a message to Cam about Pride Law - Dublin? He hasn’t responded to her email yet.
The AWD chowchilla campaign was paid. We got the money yesterday. It wasn’t in copper. I think I put in the payment for their Dr Brock campaign
I'm waiting on the info from Mark to get all the new ones into copper. He said he will create them later today or tomorrow
He didnt add you to his shitty response he just sent me about it
any idea why Lakin isnt showing up on the mobile version?
It’s SL Chapman because that’s his company’s name
what was his comment about it? maybe i can fix it lol
It was a comment directed at me and my "abilities"
?????????????? Who peed in his cheerios this morning
can you make the change in the daily report for Crump - MI Pollution. We need to split that up per Cam
yeah that was one of the most confusing slack chains i was on at first. 1) cam is sick and 2) it was really just stuff for ryan, who somehow deciphered it
we aren't doing a separate copper for it. i just put the lp ID in there for the injury peeps
for Lakin, he is listed twice now on the Report Template and Ghozland - PA has disappeared on the Raw File...lol
?? how is he on there twice? I didn't add him a second time lol
somehow the name got changed part of it is for ghozland
oh i probably accidentally dragged the lakin one down to the next line
andy is now using this to give Marc updates, so we (me) need to make sure all the data is 100% correct at all times....yipee
MI Pollution Injury won't have any updates until LP goes live
So, are we to pull the retainer for the current VAM - AFFF? and start back up when we get the new payment?
VAM AFFF 2 has been created in the sales pipeline and is under "invoice sent"
I also deleted all of the old opportunities in the sales pipeline
probably. same as we did with Gaming Addiction for AWKO
ignore that message about VAM's current one. i just realiezed andy said what to do
go drink some oj or take some vitamins. that was like the first thing that happened to me lol
ok i've updated leads and fixed the Kuzyk numbers. i need to figure out why MI Pollution isn't showing correctly in the PvS report but first i need medicine and some rest lol.
it is not. We did just confirm with wagstaff that integration is good
yep, cameron has had anyone turn it on yet
wagstaff is particular and complicated. they didn't want to start until integration was done because they don't backfill
but also it takes forever to get anything turned on
i'm not replying to that but i will reply to the lady asking you for litigation status loll
i sent andy and email regarding a litigation update
thats really a question for him or for Miller & Associates
i don't remember. why did AFFF ghozland get closed?
Cam closed it because he made a mistake and missed a payment. I talked to andy about it again this morning. i am sending an update sheet in the MAG channel right now.
if you can, can you add Wagstaff/LegaFi - Paraquat to the report files
I think I got in both the Raw File and the Template. I'm not sure how to add it to the Mobile Table.
Weird I thought I got that one in there. I’ll check it out. The mobile table should just automagically add it
I didnt see it in any of the tabs, and there is no guarantee i didnt do something wrong for it not to automatically show up in the mobile version...lol
I’m glad precious finally replied I had a draft that I was going to send.
Yeah, i was getting annoyed that neither her or andy had replied. especially since i asked andy about it yesterday.
aha! there was no owner assigned so it wasn't showing up
one more thing, can you add AZ Juv Hall as a case type to copper. I looked to try and figure out how to do it, but I couldn't see where to do it
i couldn't find something in that list a few days ago and got so irritated. like... why wasn't in there? i just added it? it was for cam and i had it filtered to andy
it's not in leadspedia yet so i just asked for the shell vertical to be made
i have some of it done from last week. just not how he wants it with payment dates, cost per, average per and the dates when funds were transferred. I'll work on it
Ok. I’m around if you need me! I have a dr appointment tomorrow fyi. At least to get something stronger for this cough.
Can you take a look at this and see if it makes sense to you....lol (before i send it to andy)
man sometimes i get great ideas when i'm sick
so cam said he was waiting for confirmation that existing leads had been exhausted.
i have an idea but i don't know how to put it in words yet
yeah, i have no idea what he meant by that. i went and talked to david and there is really no way to track how often a lead is called unless you look up each lead individually by phone number. and even then, if they don't answer the call, there isn't a note made that a contact was attempted.
i'd assume that if it's 1/23 and the last lead came in on 11/20 that we've gone through them lol
I'm see a payment received for AWD - NEC Baby Formula for $250,000 on 9/5/24. Did we refund that payment, do you know?
i need a date of when it was refunded if you can, please
Put you in that acts chat as fyi/I feel like death and can’t talk
I can't help with any of that right now. I am currently doing a full reconciliation for EVERY one of Andy's clients (like he asked for, for Van Law). Marc wants to see it asap.
Ugh. No worries. Like I said, it’s just an fyi because it’s getting escalated to Andy and cam. 🫠
should we pull the retainer for Pride - Dublin now? it has been over 48 hours
where cam had us split the Kuzyk Chowchilla campaign has messed up financials and all sorts of stuff. I gotta figure out how to fix it
unfortunately just listen to me angry type at some point
Can you look up 2 invoices from 3/6/2024. One sent to BG for $200,000 and one sent to Walsh for $200,000. Does the BG invoice say if the payment was for IL Juv Hall BG/Walsh?
Any idea what is going on with gaming addiction. We have got a lot of signups yesterday and today.
Or now that school is back problems are showing up
Ok. Just a little concerning since nobody has paid on a campaign
Yeah but that paid their negative balance and they are still in the negative. lol
FYI we only have 1 Left on Kuzyk RB sandwich.
ok, make sure cameron knows that. i saw he asked for a report from you on it
is wood pellets an open-ended campaign? meaning its like flatirons, just keep it going or do we need to pause at some point today when we run out of $$$
also, do we have any idea what the "test campaigns" are going to be for AWKO and the payment we received yesterday?
I have no idea with Wood Pellets. I think it will get renewed but not sure for how much.
two of the great mysteries of life right now lol
hmmmmmm i got it:
Mystery Campaign - Letmepulloutmycrystalball/AWKO - Contract - Shield
be nice if one of them would answer. we just got 8 more signups
hot fire was Wood Pellets ETO. they ARE split
mark turned on LP but I dont think the retainer has been put back in. I will have sunnie do that now
ok, i've done math and the tracker is updated
that should get us through the weekend at least...
for sure. we can move the money between the two if need be
looks like we are ok actually (in copper anyway)
can you reach out to Michael Ghozland (per andy) and get a retainer for the new chowchilla campaign he is going to start with ACTS
So now I’m having trouble with my laptop. It won’t connect to anything. 🫠
when you have a minute can you make a couple of new case types in copper, please.
Arizona Youth Treatment Abuse MI Catholic Clergy Abuse
it kind of is, it is listed at AZ Juvenile Hall Abuse and it's actually Youth Treatment Abuse
*Thread Reply:* Ok I’ll fix it as soon as I get this spreadsheet done
*Thread Reply:* Dealing with a surly old version of excel lol
also, do you know if we ever got the ok to pull the button battery retainer. I can't find anything and don't remember hearing anything. We moved all the funds to Nielsen's Depo campaign
I don’t think we did. We probably are ok but maybe tell cam and Andy lol
we are at cap for Naitons/Levinson - AFFF Thyroid Only. Is this a Levinson one that we just keep going? Do you konw?
Can you do me a favor....can you get the 4 new Gough campaigns in the daily tracker
Do we know who Goldenfarb is partnering with for their Chowchilla and VGA campaigns they paid for last week?
For out notes (if we don't have a meeting today)
- Goldenfarb - Needs docs for Chowchilla and VGA campaigns (payments received 2/13/25)
- Burg Simpson - Needs docs for AZ Youth Treatment (payment received 2/4/25). Intake being worked on by Anthony
- AWKO - "Test Campaigns". Do we know what these are yet? Payment received on 2/6/25
- DL/Flatirons - Hair Dye: Still need retainer from Cameron
Traffic is a nightmare. It’s taken me 10 min to drive maybe a mile
Can you slack me the emails for Gough or who there should receive reporting.
Do you have an email contact at AWD? For reporting?
When you get home...Please send an invoice to LegaFi for the overage on their NEC campaign. Balance due = $32,188.66
buenos dias @Greg Owen. Anything i need to know while you're out?
also is the MD Juv Hall Forman campaign the same as the previous one? or a different firm? it was with BG
i will send you a list of things (if there is anything) later today.
i am not sure about the new forman MD campaign. we will need to ask andy about that
Im going to forward you a few emails that have the links to some new dashboards for the reports that go out on Tuesdays. These were built this week so they weren't on the emails i sent this week.
Here is the link for ACTS/Loghmana - Chowchilla: https://lookerstudio.google.com/reporting/a9257b38-f88d-489a-90e2-34910a848203
We got $500k from meadow. Rose is going to announce it I think. I told her how lol
That should be the 500k invoice they have open.
What do we still need for Goldenfarb (Gold Law) - Chowchilla?
Well I know we at least got 500k off the top of my head
have you heard anything about Lanier wanting off of the Depo case with Nielsen and Meadow?
from andy, "Rick and/or Becker was supposed to call Eric.
Lanier got conflicted out and they are sending everything now to Seager. Let me get on this.
I told they needed to get us new documents and they needed to call Eric. I am surprised we got this"
THese are still negative in Copper. Anything look off?
Asbestos - Bailey Glasser ($128,001) Asbestos - Bailey Glasser/Larry Jones ($4,800) Asbestos - Vogelzang Law ($19,500) Birth Injury - ACTS/ACTS ($6,200) CA Juvenile Hall Detention - Nielsen Law ($29,000) Chowchilla - AWKO ($108,000) Dacthal - HME/HME ($165,904) Firefighting Foam - Cochran Firm ($5,500) Firefighting Foam - Nations/Van/Liu (TIP) - Contract ($20,000) Firefighting Foam - Nations/Wenner ($2,300) Gaming Addiction - Ghozland ($18,000) Gaming Addiction - Ghozland/Burg Simpson ($65,500) Gaming Addiction - Kiley Grombacher/Bryan Aylstock ($25,000) Illinois Juvenile Hall Abuse - BG/FYF Law ($3,500) Illinois Juvenile Hall Abuse - Dicello/Flatirons NC ($88,000) Illinois Juvenile Hall Abuse - Hardison Law Group / Bailey Glasser ($2,800) LA County Juv Hall - Onder ($21,500) NEC Baby Formula - Ferrer ($52,200) Ozempic - Ghozland/Walsh ($1,750) Ozempic - Levin Papantonio ($13,000) Ozempic - Walsh Law Firm ($10,350)
Here is what copper is showing that is Andy's, is closed, and has a balance:
I know we moved some $$ around and i'm wondering what didn't get recorded in there
if i was told to move money around, i have recorded it
none of those look familar to me that are incorrect
AWKO is negative here: Chowchilla - AWKO Gaming Addiction - Kiley Grombacher/Bryan Aylstock
he doesn't want negative, ones with a balance that are closed and not getting leads
And i'm thinking "show they actually owe". 🫠 The time change drained my brain. I think your list is to the point
Let me know when i'm good to move some stuff from the tracker to the archive. 🙂
go ahead. I'll be out of it for a few minutes
Is there anything in particular you think needs to be covered today? Obviously sales entry to retainer tracking
didnt we get 2 payments from meadow this week for Paraquat? each for $500,000. one on the 11th and one yesterday?
sent contracts is only showing 1 from the 11th. but andy asked you about the one from yesterday and i know i saw one on there yesterday saying a payment date of the 13th
i recorded the payment in copper on the 11th and you recorded one for the 13th, this morning. both for Meadow/DL - Paraquat
apparently 1 is for Paraquat and 1 is for AFFF
cam said it was 1mil for Paraquat. Andy says that's wrong
i think we had some declines on the paraquat e-sign
i updated the tracker. i was checking LR because the math wasn't mathing
one of the paraquat needs to be removed from copper then
can you reach out to ELG and Michael Ghozland about getting a retainer for the AFFF campaign, since BG isn't taking any more AFFF cases.
yeah i'll do that after i get done with PvS stuff
so the bracket i did for my husband is almost perfect
i mean... his has a $1500 grand prize soooooo
This is easier to type. Precious @ miller just texted me asking for a spend report for all their CA Juvie cases. They're showing a spend of $2,025,000 and the dash only has $1,953,000
what time frame are they asking for? some of theirs are from 2023
Are you bugging Andy about Craig? If not I can. I can run home and walk Monty lol
I was kind of hoping Craig would just forget about it
It was $250k, the last payment we received
hopefully taking accounting out for a walk works
later today can you try this again and let me know if it's still jumping around? i think i fixed it. on my phone it's being normal. https://lookerstudio.google.com/s/lIoCIIlbp7I
it's all in a zip file in the call center channel
so did andy text david about all that with DLA?
Firm Remaining Est Contracts
Ghozland - ELG $154,600 12 Meadow - D&L $230,200 19 Meadow - ELG $223,800 17 Van - Nations $49,000 4
Chowchilla:
AWD - ACTS $32,500 5 Banafshe - ACTS $115,450 17 Gold Law - AWKO $5,500 1
Chowchilla:
AWD - ACTS $32,500 5 Banafshe - ACTS $115,450 17 Gold Law - AWKO $5,500 1
In a reporting meeting with Bailey Glasser today, Brittany says they would like for us to alert them when a campaign is close to cap, when it's at cap, when it's closed, and when it's reopened
Interesting. Who are we supposed to alert?
so i guess like... 20%? whenever we'd give the heads up to cam and andy?
i'm gonna update Flatirons billing and i'm heading out lol
andy asked me about St Helens and Hudson Bay this am on Slack. I sent him this:
Running a little late. Monty rolled in something gross
No worries. this morning is a lot like yesterday.....zzzz
ok, FYI I recorded the 3/31 payment of $500k from Meadow to their Depo campaign in Copper.
youve asked andy about it enough times, that i just did it...lol
For reporting emails next week, these three didn't have reports sent this week as they are new campaigns and didn't have any signups last week, but do now. A new email will have to be created. They will all go to Carter at AWD like the others that go to him.
AWD/Dolman - Mormon Victim Abuse AWD/SGGH - San Bernardino Juv Detention AWD/SGGH - San Diego Juv Detention
For reporting emails next week, these three didn't have reports sent this week as they are new campaigns and didn't have any signups last week, but do now. A new email will have to be created. They will all go to Carter at AWD like the others that go to him.
AWD/Dolman - Mormon Victim Abuse AWD/SGGH - San Bernardino Juv Detention AWD/SGGH - San Diego Juv Detention
You can just copy any email report that goes to him and change the information in the subject line and details in the email.
I highlighted the dates of payments for Andy in the sent contracts file. I did that so I will record them when I get back in the spreadsheet that I made for Andy that I share with him. If any others come in next week, can you highlight them, just so I dont miss any when I come back?
fyi got a payment report from Rose. Meadow sent in another 500k for Paraquat that didn't get recorded. Adding it in
Sounds like MI YRTC and MI JDC are going to have several different pricing buckets. I’m sure cam or Andy will clarify. Jon said their are 4 different prices
fyi: a. $4,450 to $5,450 for clients under 41 years of age b. $1,250 to $1,650 for clients over 41 years of age c. $1,250 – $1,650 for clients who were abused only in foster homes (regardless of age) d. $1,250 – $1,650 for clients who were only abused by another resident/patient/inmate (regardless of age)
He wants more communication on it when something is so close like that
Tracking spend might be an issue with this MI campaign. I’m not sure
issue with cam or with meadow on the MI campaign?
- Jon said that Meadow just wants the intake sent to them 1 time. Like normal. Nothing different.
- SGGH wants us to send it for however the PNC was abused. So if someone was abused in JDC, YRTC, AND Foster, they want that intake sent 3 times. One time for each instance.
Andy got upset when i asked if we should bill for each time or just once.
because like this is a ton of work which is why i asked.
cause i even asked if that's how we'd do it. He was upset because Cam would be upset and i'm thinking "why would cam be upset?" this literally just got sprung on us lol.
I didn’t ask him about cam. He just yelled at me. Lol
I thought it was a fair question since we are getting asked to do so much and I haven’t dealt with it before.
Alex pointed out that it's up to about 6 intakes
Sobo was like "It could be 300 questions just because of that."
Like commission will have to be high to make it worth it and only certain agents can work on SA.
i made this as something we could potentially share with Anthony. it's based on our tracking file. https://lookerstudio.google.com/reporting/c3a1bb49-6eaa-44e1-b37b-29b29108fb75
now that i've gotten more experience with looker, that was easy and took like... 5 min
its a little difficult to read with all the color
can you make the case type - Michigan Foster Care in copper, please
We have 43 to go on Meadow/ELG and Douglas London - AFFF. I don't think we will get there over the weekend as we are only averaging about 2-3 a day
i think it's too restrictive. or the market is just flooded.
MD Juv Hall - Kuzyk and Meadow, both are still live, were we supposed to pull those retainers?
last thing Cam said about Kuzyk: note I paused Maryland Juv abuse in leadspedia for BG/Kuzyk, as we signed another 3 today and I think we are pretty close to being filled. Please make sure we do not go over on this campaign.
Meadow needs to pay us but yeah i think we should pull it if it's full
so i have some bad news.... and some i guess good news.
The bad news - the total e-signs number is off again on pvs vs the tracker. I highlighted the differences and it’s a lot of campaigns.
Good news - I went through lawruler, have the current counts and willl update
i downloaded the current tracker and i'll update the one we work on. some of those are like like 1 or 2 off. some are like... 20
Ok I’ll jump into it when I get back from lunch
Some of it looks like stuff moved. Like one will be less than what we have and another in the same category will be higher by about the same amount
i just revived this sheet: https://docs.google.com/spreadsheets/d/1j73687Q3-X5nVFiZgCo5utCLi8CcX39LlqChl3sa8CY/edit?usp=sharing I had almost forgotten about it lol
Meadow - MI Juv Hall...monies for the Non-OSOL and OSOL are being combined, right?
did you see Cam's response to my Foster Care message?
When I get in, I’ll move some $$ around with Michigan. We’ve already had 3 foster cares this morning
When you get in, can you make the case types for Alamada County and Santa Clara County in Copper, please
I guess that answers our question as to who is paying for that campaign…
I’ll make the changes in cooper here shortly.
i thought, maybe he just fat fingered the letters. B and G are not that close to M and L to do that lol
FYI looks like Tony had them close all of the NH campaigns. The deadline is coming up so it makes sense
Probably. The actual case is settling I think
And texts “can you call me” like just text me dude.
Send him a message that you are in a meeting and you will call his needy ass when you are done. lol
hey @Greg Owen i'm going to be messing around in the tracker for a bit updating flatirons
I just put the last of the Paraquat budget in for flatirons fyi
last, as in, when we hit cap, we are done?
As far as I know yeah. Well I put in 450k. There’s technically $480 left but I thought a buffer would be good
yeah just did. thought it was my computer for a second. 😂
https://app.pandadoc.com/ - altonese@accountingdept.net - password is Slx1211**
FYI this is all that's left on DL/Flatirons Paraquat
that's all they are putting at it and we can't go over
okie doke. ill keep an eye on it and pull retainer when we hit cap
ill update the raw file with the new budget
our PVS will be off by 700,000. That's the DeMayo thing people keep talking about. I have to manually add that in
that is what i update the raw file to show
i'm working on PVS. i noticed we're over on IIllinois Catholic Clergy Abuse ‑ SGGH/Gough (TIP) - Contract
somehow they got a signup last week. even though the campaign is closed.
did you see the text i sent you a little bit ago
that's no bueno. crap no my phone is downstairs
technically i guess the campaign isn't closed, just LP is off for IL Clergy. Cam never wanted us to pull the retainer. I believe we can move $$ from the MI YRTC campaign to make up the difference.
no invoice to be sent,they are paying on the back end
price is to be $600-$700 per but their dashboard is showing $1,500 per. Andy said we need to get this fixed, asap. Ummm....how exactly? lol
i guess mark can update the pricing in LP but that's something that has to be adjusted
good news... we still have enough in Illinois Youth Treatment Abuse - SGGH/Gough (TIP) - Contract that can cover that 2500
going back to the couch lol. That ELG payment.... it might be for wood pellets....
done way to much work the last few days while a certain someone was on vacation.....LOL
we have received a couple of Crump payments and a couple from ACTS i didn't know where to put either
Acts look like tip. That large crump is for website marketing
enjoy the rest of your day....I'll "try" not to bother you
I'm guessing we had some opt outs recently because this is more than we had yesterday when i adjusted it
We need to update the criteria for Banafshe - Chowchilla and restart the campaign. New criteria is, any cases with an incident date of 2015 and later.
I’m pretty sure the answer to this is no, but did you ever get any info or feedback on AWD - San Bernardino? I know you asked cam a couple of times about it.
Since Andy messaged us you know I’m driving lol.
They’re going to tell me what to invoice them. Just waiting. They also want things to be 1:1 osol to isol
So they want it to keep going. Just more isol
So they want the same as AWKO lol. And Cam said no to them only getting ISOL
He basically said there’s no way to make it 1:1. Trying to save us some work I think
I’m behind the one dude who can’t pump gas at Sam’s
Yeah I get that. At least he told them the same he told AWKO
did andy ever say anything about Depo - Meadow? last week you gave the it's at 80% headsup. it's now over
nope we have mentioned it a couple of times
Cam wants the AWD reporting done differently every monday. guess who gets to do it 🙃
this is the big mystery: Mormon Victim Abuse - AWD/Dolman/Anapol Weiss (TIP) - Contract
They only have two signups yet the channel is showing signups for that one. like it looks like leads are being transferred?
yes they are. best i could tell is they are transferring ones that are OSOL
yes they are. best i could tell is they are transferring ones that are OSOL
Apparently AWD isn't receiving anything either
like in general. They're not getting reports, intakes, etc
all reports when to Carter. Mark said he never received a distro list for AWD
and andy an cam were copied on all of the reports, so they should have been able to see they were getting them
i was only given Carter's email to send reports to
Yeah Cam acknowledged that probably messed a lot up
me for not knowing there are teams that need the distros. Andy for letting the budgets go over instead of warning them at like 75 or 80% which i think is fair because that's why we warn andy and cam at around 80%
how many reporting tools have we done for andy? there is no way he shouldn't have the info on where campaigns are, even after we let him (them) know we are at 75-80%
We can probably get her help to make something.....
yeah we will chat tomorrow and come up with some solutions to discuss monday
would leave 1 on PFAS, 2 on Douglas & London AFFF, and 3 on ELG
i don't see any signups today on those three either so that's current
I also made the adjustments to the raw file
I also made the adjustments to the raw file
Ok this is the easiest excel thing i can do without making big changes. I can play around with looker.
My brain isnt working....who are we sending reports to at Wright & Schulte?
yeah i've lost feeling in my eyes and think all things ghozland are MI.
for some reason i cant remember and i cant find it in slack
ok this is the dashboard email: wrightschultecampaigns@gmail.com
Gonna have a hard stop with dl flatirons PFAS soon
Levinson/ELG (TC) - PFAS Water Contamination (Military Base) is all set up in LP and Copper
We $50k more coming from them that you invoiced for late last week
FYI there was 25k left of that 200k that i let sit there in case we got a weekend rush. i've moved here. here's what i did:
can you message cam about possibly turning LP back on for Banafshe - Chowchilla. He has enough funds for about 12 more signups. We have only had 1 signup in the last 10 weeks.
what all have i messed up? Andy just got mad at me and said "there have been too many little mistakes lately". I know i might have been the culprit behind the ELG leadspedia thing but, aside from grabbing the wrong invoice, i can't think of anything this week.
he got pissed at me about missing the re-assignment of funds for Meadow earlier. Other than that, I have no idea
I literally just grabbed the wrong invoice. 6/23 vs 6/25
he will get glad in the same pants he got mad it
AWKO is apparently telling Andy that they're not getting reporting
I told Andy you had stepped away and i sent him what you sent this AM
i talked to Andy. They got them this morning. Justin wasn't on the email, but Bryan had sent it to him and for some reason neither her nor Andy saw or ready my email reply to Justin.
i talked to Andy. They got them this morning. Justin wasn't on the email, but Bryan had sent it to him and for some reason neither her nor Andy saw or ready my email reply to Justin.
legit feeling like if Andy yells at me one more time i'm getting fired lol
nah! you haven't done anything wrong that is "fireable"
we never got Cams ok to pause LP for Wright Shculte yesterday
i feel like i messed up a report for Brendan at AWD because he never said anything about it. 🙃 Which is why i just called him.
i have make mistakes a "few" times on reports, and i am still here....lol
And i called Brendan to follow up and offered to re-do anything or answer questions. that's probably the important part
brendan texted me asking for a breakdown of how many retainers would make up the overage amount. i think i picked the wrong dates. 🫠 not that it would change much
yeah and one i can re-do. i gave him a heads up that it was very manual
i just redid the report lol. I'll send it if he wants it.
@Greg Owen I'm going to update DL/Flatirons Chowchilla with the real cap based on their actual budget, not what's been allocated in Copper. We're at 97% of it
are they done when they reach that budget?
Ok, we may hit that cap by the end of the weekend. Are we pulling the retainer over the weekend if we get to cap?
we're averaging 7 per day. cam is aware of that
we have 23 left at current budget. technically 24 but i'm paranoid and think something will slip in that doesn't show up in slack
ok. unfortunaltly we will have a few campaigns to keep an eye on over the holiday weekend
can you make the hernia case type in copper?
fyi from Cam to me and Andy:
"Can you both please get Sean Mulkeen all weekly reporting and dashboards for LCA and Northwell Sleep campaign"
Ok. His dashboard is done and I’ll get him the reporting tomorrow
he wants you to use this one sean@themedialab.agency
hey greg, here's the link to the San Bernardino sheet. I'm using it to carefully track https://docs.google.com/spreadsheets/d/1uR7YpaXZc9Tzpn1_C4iL2-yvExg5vJ09oQ1u9J0WMas/edit?usp=sharing
https://docs.google.com/spreadsheets/d/12c6KPQH_aWQhKZkmBWk6BmhC1nfK8_bvDG38sOnTQ_k/edit?gid=970144175#gid=970144175 https://docs.google.com/spreadsheets/d/1NFAktRftnMfv73fe9JGKo2pK_oWiY7eWWsXCGlm6T9U/edit?gid=579107334#gid=579107334 https://docs.google.com/spreadsheets/d/1xW0PamA-3tPN2BtOHBOcyTTd3to5jwj3Tx15Jn67hHI/edit?usp=sharing https://docs.google.com/spreadsheets/d/1i4K4DBbt9IEURxwF8q4t8gH5OxyGQeA5OEkouNTtU_A/edit?usp=sharing
Here are the other ones. I've updated TVM and Chowchilla this morning but that's about it.
I doubt we will get close on TVM or Chowchilla over the weekend
i didn't include san diego because that one is just dead
but good to have the updated numbers, just in case
not sure why they have decided to move some of the money from it to something else
LCA - Northwell we may need to keep an eye on this weekend. We just got a 6th signup. That will put them at about 13,300 spend of their 50,000. Only at 26%, but not sure how fast it could go over the weekend
they have spent 16,300 of their 50,000 now
are all the new PFAS campaigns hard stops when they reach cap?
sorry i replied before your other question came through
all good. i thought they were and usually we have their money (somehow and somewhere) and Cam just has us increase the cap
I'm working on the AWD reports. As soon as I see an update on the finacials, i'll check it and make sure nothing went over. I don't trust slack
i have updated the tracker with totals from LawRuler. we should still be good
they just signed a PA Juv Hall for Lakin/AFG. We moved all the remaining balance to start the MI campaigns for AFG. looks like the retainer was never pulled
they just signed a PA Juv Hall for Lakin/AFG. We moved all the remaining balance to start the MI campaigns for AFG. looks like the retainer was never pulled
maybe we put a list together of what we think should be pulled and send them all over to Cam/Andy at once today
like we were going through the Open/Closed Tracker on Monday to clean it up and noticed a few that should possibly be pulled?
i can help a bit later. doing these reports first
ill put the list together and send it to you to look at before anything goes to the two of them
Here is what I found:
Firefighting Foam - Nations/Van Firefighting Foam 2 - VAM Law PA Juv Hall - Lakin/AFG NEC - AWD/Wagstaff
After you finish the AWD reports, let me know what you think
its weird, that campaign never even ran. 0 sign ups and it was opened in august of last year
yeah if i remember correctly AWD had a falling out with Wagstaff
k i'm not doing the barry brock update because that campaign isn't doing anything
I'd question: Moreno Valley NY Presbyterian 7th Day Adventist Polinsky Oakwood Youth Treatment Center - BG/Dicello ACTS Craig Howard Eric Norman Hudson Bay McDonogh Rosemead St Helens Dublin PLF Noodle Gomez Nursing Home MRW Cumberland Hospital Harris Co Jail Deaths Hoag Hospital Riceberg should be closed
I add all those to the list. Noodle Gomez got some sign ups over the weekend
well... he never replied to my request for more $$
He will gladly pay you next tuesday for some noodle soup burns today
Do we know what is going on with AFFF? We have had 4 signups today, 2 with Nations/Van and 2 with Meadow/Douglas London. I thought both of those were done?
WE have transfered all of the Meadow money to other campaigns
I don't see where anyone told us to pull the retainer. LP is off but if I remember right, Jon said they would pay the overage if it was an old lead?
that's what it was! That's why we didn't pull it
ok, so i am not going to say anything about that one and keep it open
seem strange that we have signed 4 today when we haven't done 4 in the last 3 weeks
Mark just had a call with Cameron. No meeting today. Maybe later in the week according to Cam. He will let us know
banafshe probably happened the week i kept getting yelled at lol
do you have an email for Hillary at Marsh?
looks like we "paused it until further notice"
Malissa Phillips [9:31 AM] hey Sunnie Sobo Christian - did we pull the retainer for AFFF 2 Vam? I could have sworn we did
Sunnie Nakagawa [9:32 AM] No it's open, we were told not to close it. Just that it was getting paused [9:32 AM] Sunnie Nakagawa
the lead flow
Malissa Phillips [9:33 AM] hmmm ok [9:33 AM] Malissa Phillips
we had a signup a day or two ago which is why i asked
Sunnie Nakagawa [9:33 AM] shall i close it?
Malissa Phillips [9:31 AM] hey Sunnie Sobo Christian - did we pull the retainer for AFFF 2 Vam? I could have sworn we did
Sunnie Nakagawa [9:32 AM] No it's open, we were told not to close it. Just that it was getting paused [9:32 AM] Sunnie Nakagawa
the lead flow
Malissa Phillips [9:33 AM] hmmm ok [9:33 AM] Malissa Phillips
we had a signup a day or two ago which is why i asked
Sunnie Nakagawa [9:33 AM] shall i close it?
Im making some changes for the MI campigns for AFG. I haven't moved money yet for the Clergy campaign
Ok, AFG is all set in Copper. Ryan will need to do a re-sync as i had to do some subtractions to fund the clergy campaign
I think we are over on DL/Flatirons noodle soup because i forgot about #1 🤦♀️
Cam didn't call or text yell at me... so i dunno
Did Meirowitz & Wasserberg ever say anything about their invoice?
just FYI, updated Ghozland sextortion in copper. Paid Vs Spent has this much left on his NH campaign: $54,500
i'm guessing there were some signed and declines
Did andy or cam accept the invite for the meeting at 2?
We may want to send Cam an update on all the new PFAS campaigns this morning.
Andy's comment made me feel like i beat someone's grandma
so can we move that one Ye that came in at the last minute to Carson?
if he says we can, i would think we can. Intake will have to have the PNC sign to remove Ye and then a new retainer for Carson. I assume andy is talking about the AFFF/PFAS Military Base campaign Carson has open right now. Also, he never told us not to go over on Ye as he states. He said he had a call with him when we got close and to keep it going and when we finally hit cap and we pulled it, that was the firestorm on the 4th weekend from Cam.
yeah and we pulled it and a dude got signed after
ok not like it sounds. The person was told the campaign was closed and they signed the document 2 hours later.
I’m pretty sure then can do it. I’ve talked to Tony about it in the past. It’s a bit of a pain, but we could before at least.
eh. it's not going anywhere. we can address tomorrow
I’m in the car, I’ll have to look when I get home. I saw one come through for Carson so I would assume yes.
Yeah we only got one left it looks like. I’m driving too lol
If we only have one left, maybe we should pull it now in case we transfer over that Ye one .
And maybe a dumb question, can we transfer that one that was firefighting foam over to a pfas/firefighting foam?
Oh the meadow one. They said they’d pay it? It’s weird
Ye was firefighting only. Carson was AFFF/Pfas. So I'm not sure if we can transfer the Ye one to Carson
Carson has 17 signed esign final and 2 signed esign
this one is thyroid disease. came in around the same time as the other one i gave you:
William A. Mariani | Firefighting Foam - ELG - Ye - Shield Legal | Signed e-Sign FINAL Created: Jul 4, 2025 7:38 AM Lead # 788031
yes but he made a big deal about wanting strong cases
the other dude is kidney cancer. let me see if he meets carson's criteria
ok @Greg Owen i'd have PD check but 793538 Thomas Hinds looks to be ok for Carson
military base, kidney cancer, over 10 exposures
sweet, now we just need the drop letter from Ye, lol
and just say, we went over by 1 and thats ok if Ye wants to pay the overage but if he doesn't, we need a drop letter for Thomas Hinds
For you calendar...I will be on PTO 8/30-9/7. that is really only 4 days of work (9/2-9/5) because of Labor Day
we will need to keep an eye on NEC - LegaFi over the weekend also
this one should be closed because we moved all the money, right? IIllinois Catholic Clergy Abuse - SGGH/Gough (TIP) - Contract
Cam had us leave it open in case any of the old leads got signed but most of the money got moved to the IL YRTC
It was over 2 months ago, so I think we are good now
oh tomorrow i have an appointment for a few hours in the AM so i might not be able to check slack much
When you get back, can you take a look at Andy's home page and see if you can remove "Biniazan" from it? I can't see to delete it? lol
we just hit 75% for AWD - TVM, still have about 59 signups left
man.. Greg Genson might have just saved us a headache with Ye
K I talked to Greg. He’s going to try to get ye to do a drop letter
Dude was attorney shopping that day. Luis is pulling the recordings
hey @Greg Owen we need to go through copper and fix any of the contract #s that don't match the budget.
and do you mean LP id's or $$'s that don't match?
wait sorry. people were talking lol. It's the Approx Contracts
but i'm going to point out that we shouldn't use that
we should just remove that from copper all together
we just closed AWKO Mormon OSOL, per Tony??
Yeah AWKO is pissed. Apparently it's not a shared budget?
would have been nice to know that when we were told it was a shared budget
from Andy: We need to make sure that the YRTC campaign for Felice (Gouogh) is closed and pulled. Additionally we need to wire her back the balance which is around $67k. Here is the information:
from Andy: We need to make sure that the YRTC campaign for Felice (Gouogh) is closed and pulled. Additionally we need to wire her back the balance which is around $67k. Here is the information:
We need to just make sure that this matches the math:
oh i just grabbed one from the first one i clicked on
and ryan was talking about combining entries for campaigns that share budgets.... which i dunno
yeah, i usually change them to match them when we get a payment or move money
so instead of having multiple "MI" campaigns in Copper, just having one like I do for Andys home page
so instead of having multiple "MI" campaigns in Copper, just having one like I do for Andys home page
I usually do too but i know copper can be a pain and not save or i get in a hurry and have to go back.
oh and another thing. instead of just using a shared budget, we'll need to ask andy for hard stops on certain things if they "share" a budget.
so how are we supposed to know when the hard stop should be?
and if we see any problems with reports out of copper or the dashboards and ryan isn't helping we need to let andy know.
so this is what ryan created for andy/marc
and we need to make sure the target contracts equal the math in copper
should we go in an combine the shared budget campaigns in copper?
We are going to combine the shared budget campaigns in Copper, but not yet. Andy is going to talk to Becker about how we should know to stop signups when we hit a certain amount.
haha, have you seen pictures of him now? he is ripped, like wolverine, ripped
yes, he is being cast in the Marvel Universe as a villian
We are now over budget on DL - PA Juv Hall. You sent Cam a message about it on Monday and he said he would review it, but I dont see a response.
Go ahead and shoot him another message and I’ll text
We are at 80% for AWD/Anapol Weiss - VG Sextortion.
We are at 80% for AWD/Anapol Weiss - VG Sextortion.
the dashboards didn't update with yesterday's data
i think they updated with financials but not signed retainers
you reminded andy about marsh/hrsc or whatever it is right?
yes, i sent him an email on it with her orginal email
what did you decide to do with the pfas campaigns?
i got absorbed in this sextortion campaign that apparently is blowing up right now
ok so it looks like everyone under MCMB in Slack is MC CA
I'm gonna have them pull that retainer because it's done
lol, ok that is what i was going to do earlier
yeah. i dug around. we're good. you can if you want! lol
AWKO only has about 60k left in their mormon budget
ok, it will take them a while to go through that since they are only getting ISOL cases
FYI....It doesn't seem like any more money has been allocated for Flatirons - San Bernardino in a while, and they are quite a bit over cap on the raw file. Unless i missed it, but it hasn't been updated in the file yet
is it just me or did this one get transferred?
looks like it got transferred to Meadow/SGGH
apparently Jon Delk approved it. Not sure what good saying "not authorized to transfer leads" does if supervisors will ok it
i think there's only about 6 retainers left for DL/Flatirons Paraquat
PLEASE turn on Baypoint for Illinois, they have over $300,000 in Illinois acounts that are just sitting there
looks like 1 more for DL/Flatirons Paraquat
We should give the team a heads up that we are authorized to pull the retainer once cap is hit. And that there is one left
It might help us get in front of any stragglers.
And I need to ask John delk about that moved lead
they put it on a packmule and it showed up today
just got another Meadow Chowchilla. 2 are in WIP status.
I didn't see a message about it, but didnt know if you texted Cam directly
i slacked it a day or two ago. when it first kind of started popping up
Yeah. Get mad at us, but nobody wants to respond…
2 more to go and no answer from either of them…
They aren’t answering me. Maybe you should try lol
I’m sure he is. Even if the were sick of you, they still need to respond
I just sent Andy a text asking for guidance
Here’s what I sent Andy.
We just hit cap for Mewdow Chowchilla. We haven’t revived a response from Cam in if we can pause LeadsPedia. Should we pause LeadsPedia and keep the campaign going or pause Leadsapedia and pull the retainer?
Is it just me or has chowchilla gone nuts lately
Malissa, I just connected with Cam, we need you to make sure that we restart the ACTS Chowchilla campaign. You can just add $70,000 to there existing campaign or you can start an ACTS 2, thats on you.
We will need to monitor this very closely once they have signed a few I need to make sure that we are then sending them an invoice for more money
Chowchilla Womens Prison Abuse - ACTS - ACTS (TIP) - Shield Legal
send me all your gripes about copper and the paid vs spent reports
dont really have any. i dont look at the PvS, lol
other than i hate the new lay out....I dont have any
aren't we close to cap for AWKO's mormon campaign?
Yes, we have about 7 more signups, but all ISOL. they are averaging about 1 a day for the last 7 days
also, just created the new ACTS Chowchilla 2 in copper
we've gotten several mormon for awd larecently
Yeah, I'm waiting to see when those 3 go final. Strange that we would get 3 from AWD today when AWD only had 16 in almost 2 months
I sent Andy a message to see if we are pulling the retainer when we reach cap for AWKO Mormon.
DL/Flatirons - PA is stopping when we reach cap, correct?
DL/Flatirons - PA is stopping when we reach cap, correct?
Cam told me last night that we are going to up the budget to 1.5m. After that I think it’s done
that's what i made for Cam. I used the 1.5 budget for PA
just calculated daily average for all chowchilla campaigns over the last two weeks. avg 9 per day
AARON! $100,000 PFAS (not just miliatary) with ELG $100,000 Video Gaming Sextortion with Meadow/SGGH $50k we hold on to
i accidentally emailed carter's old email. 🫠 because gmail sucks and i hate it.
if AWD drops us, it's been nice working with you
oh well. i did that a couple of times with becker also
apparently i'm not the first one and won't be the last
here is where we are going into the weekend with Chowchilla (as of right now):
AWD: 40 more Meadow: 37 more
some integrations were sent to his old email address too for his review.
I dont think we will hit cap over the weekend, but we will need to keep an eye on them
we never heard anything from Andy on AWKO Mormon, did we
We have 5 more LegaFi - NEC to go. Only been 2 signups in the last 10 days as we paused LP
We also have 5 more for Bay Point - IL Juv Hall.
We have 2 more to go on Bay Point - IL Juv Hall.
Can you add the case types of Riverside and Sacramento into Copper
we have $5,000 left for Ghozland - MI Campaigns
I told Cam/Andy on Firday we only had a few days left of $$. No it hasn't and he has $30,000 left with MD which is closed.
that's probably movable right? if we get the ok?
do we have a contact for Yih? Do we know his firm name? lol
i googled Yih Law and it comes up with some dude in Kuala Lumpur....pretty sure that isn't them 🤷♂️
have you given cam an update recently on Gaming Sextortion for Cooper Masterman? they are at 78%. 22 more to hit cap.
have you given cam an update recently on Gaming Sextortion for Cooper Masterman? they are at 78%. 22 more to hit cap.
i have not. it's technically Andy. You can bug them about that one. When i sent the report to AWD i think it was 65%
Yih is not a law firm. They are an investment firm that Meadow is using
Yeah I looked up the guy and found someone who owns restaurants
Cam texted andy that he needs to make sure that he and I (and you) are aligned because he's got a lot of campaigns close to budget
Meadow Chowchilla and Yih MI Campaigns are all updated with payments in copper
AWD: Chowchilla 91% Gaming Sext Anapol Weiss 90% Gaming Sext Cooper 78% San Bern 88% TVM 83%
Banafshe Chow 97%
Ghozland: MI Campaigns 87% Gaming Sext 83%
LegaFI NEC 2 75%
Meadow: MI Campaigns 86% Chowchilla 96%
AWD: Chowchilla 91% Gaming Sext Anapol Weiss 90% Gaming Sext Cooper 78% San Bern 88% TVM 83%
Banafshe Chow 97%
Ghozland: MI Campaigns 87% Gaming Sext 83%
LegaFI NEC 2 75%
Meadow:
AWD: Chowchilla 91% Gaming Sext Anapol Weiss 90% Gaming Sext Cooper 78% San Bern 88% TVM 83%
Banafshe Chow 97%
Ghozland: MI Campaigns 87% Gaming Sext 83%
LegaFI NEC 2 75%
Meadow: MI Campaigns 86% Chowchilla 96%
ghozland has $37,500 left in PA. that is all i show besides flatirons
We’ve got 3 PA Ghozland already. We can do 2 more
we are at 70% for ACTS - San Bernardino already. 14/20
also, we are at 50% for ACTS - Backpage already. 5/10
i love getting straight answers before we hit cap!
and i have you send the messages, because Cam doesnt seem to reply to me
Sometimes he replies to you and not me.
Sometimes he replies to neither of us.
ok, these should....should...all be good in copper now lol
Also, ACTS - Sandy B is at 75% already, 15/20
Here is what we need to keep an eye on over the weekend:
Chowchilla: AWD 13 more Milberg 15 more
IL -Flatirons NC 10 more
Backpage - 8 more
San Bern - ACTS 5 more
MI Campaigns - Ghozland $10,500 more in signups
Gaming Sext: AWD/CM - 16 more Ghozland/Meadow - 10 more
That IL Bay Point is YRTC and is not Juv Hall. They hit budget for Juv Hall this week and the campaign was closed
you should make lists like that all the time. that got them moving!
I'm definitely tired of going into a weekend on needles. maybe this will help too
I was using your cap on the raw file to show what cap was on Flatirons IL. Looks like that number wasn't updated
Sorry, I didnt look at the amount left to spend
no worries. i thought i had updated all those damn things. guess i missed one
For Chowchilla: AWD 12 more and Milberg 13 more. I didnt run a report, just took that from what has come in through slack. I am going to be out for a bit this morning/afternoon, but I have my phone and will keep an eye on what comes through.
Cool. Same. I can check lawruler in a bit to be sure.
At least we don’t have to worry about acts back page or sandy
Lawruler says we have 184 for AWD so some dropped off. I’d still get antsy at 13
Sounds good. I just saw Andy’s message about Milberg
I think I’m gonna have to set up a new Mormon AWKO campaign. Don’t apply that one just yet
We are at 80% for the new AWKO NEC2 campaign
Also, we are at cap for ACTS - San Bernardino!!
I think Cam said to keep that one going as well??
@Greg Owen made the pivot tables Andy wants for you to send. i love pivot tables.
going to compile a list here that we can both add on to about things we need answers to (copy and paste with new lines to keep current):
Ghozland - PA: Cam said to keep it open through the weekend and he would adjust the pricing. As it stands, we are $65,500 over budget and its still open. Ghozland - MI leads. Can we transfer to other MI campaigns?
Ghozland - PA: Cam said to keep it open through the weekend and he would adjust the pricing. As it stands, we are $65,500 over budget and its still open. Ghozland - MI leads. Can we transfer to other MI campaigns? Aaron - PFAS. Can we turn on leads?
ACTS - Backpages - how long should we let it go?
Ghozland - PA: Cam said to keep it open through the weekend and he would adjust the pricing. As it stands, we are $65,500 over budget and its still open. Ghozland - MI leads. Can we transfer to other MI campaigns? ACTS - Backpage, How long to keep going?
Chowchilla - AWD/ACTS - updates here? AWD wants refunds of people they can't get in touch with. Was something worked out outside of the invoice?
i do not have enough MI Ghozland money to cover the overages.
It looks liek we do. the payment for clergy didn't get applied
thought that Milberg was closed. So they took it upon themselves to move a lead
Sunnie panicked and messaged me. Luis came over to talk about it
Lead was sold to Milberg. Like actually from leadspedia sold to milberg
i was like "it's probably ok, but you need to discuss with Tony. My first instinct is to move it back to Milberg."
why would they think it was closed when we haven't said anything about it?
I have no idea. One agent just thought it was closed.
i dont think some of them know how to breathe
i keep having to do some crazy law ruler searches
<#C061EMXTEAE|salon-professional-bladder-cancer>
how much do we have on Baypoint YRTC? My browser froze
I highlighted the levinson JP campaign in the tracker and made it 12 contracts left
Gotta stop at the post office by the airport. Will be a bit late
haha opps, i posted this message in the chowchilla page.....3 more
with the retainer received for Bay Point/SGGH - IL Juv Hall, should we pull the retainer for IL YRTC?
yeah because we are moving the funds. i'll announce it
you can do the fun part of pulling the retainer lol
so i am guessing the channel i gave you yesterday for hair relaxer isnt the correct one because we didnt have 11 signups come through that cannel yesterday. So i have no idea what the correct channel is
yeah i can't find anything. i've just been watching LawRuler
yeah, ive never been able to not find a channel
FYI, just moved 19,800 from BG Hernia Mesh to Maryland JDC BG/Rhine per andy in our call. i can change it if necessary
So i'm reading that message from Cam about Cooper Masterman that we can pull the retainer.....
We have 1 left for Santa Clara DL/Flatirons. I haven't heard back about pulling it or not. We have like 7 on Hair Relaxer and i think 8 on IL Juv for DL/Flatirons
His message is a bit strange on CM Sextortion. I’m thinking pull the retainer were we get one more. Is what he meant.
His message is a bit strange on CM Sextortion. I’m thinking pull the retainer were we get one more. Is what he meant.
I have seen a bunch of PFAS coming through the last couple minutes. I’m picking up my wife so o can’t check to see do those are TC/JP
If they got reassigned to that one at least
If they got reassigned to that one at least
Looks like they all went to the new nations levinson one. That has a cap of 20 at the moment.
Oh geez. That will be full very quickly then lol
Two non-ELG/levinsons got moved to nations and signed.
I’m debating if I should worry about it now or tomorrow.
I’m an idiot. It’s a cap of 150 for the pfas nations thing. I read it as initial budget. I’ll fix it
3 more for Ghozland/Meadow - Gaming Sextortion
can you put the new baypoint IL in the tracker when you have a minute
We only have 46 more to go on Nations/Levinson PFAS. it is going crazy today
I think we have more. just need to tell Cam. it's all ELG/Levinson right?
those leads, yes are getting signed to nations/levinson
im working from home today. not feeling the best, massive headache, so just staying home
I recommend BC Headache powder for bad headaches
were we adding more to nations/levinson pfas, do you know?
I inculded that invoice for milberg in the 200k outstanding
omg i legit thought i sent an invoice to AWKO last week. it was monday
they have paid 100k and have 200k outstanding and we only have 32k left of that 200k
maybe delete your message or amend it to make sure andy isn't confused
did you change the pricing on awko nec 2 on the raw file?
im going to update it as it is showing 8,000 on the raw file and only 7500 on their dashboard.
is there an AFFF campaign with Van and Danny Nagel?
Nagel did an AFFF campaing a long time ago, but i believe it was with BG not Van
hmmm let me send you what Sandra sent me. I'll include Andy.
i just looked and Nagel only did AFFF with BG and it ended in 12/2023
and i don't see a mention of Nagel in slack since 2024
yeah i dont see anything that is Van/Nagel.
i would not be surprised if i open the BG Nagel and find Van on the retainer
ill put together a list of campaigns that are close to cap and post it here so we can both review it
ok, ill let you do the flatirons ones and ill do andys
Here is what is close going into the weekend.
Im going to run and grab some lunch. feel free to review and add if i missed anything or add these to an additional list that has flatirons on it maybe. So Cam will have it all in one sheet
apparently sobo's team messed up retainers. they're trying to get several re-signed. it's thrown off the numbers and andy is like "Why are we counting what's flagged and in WIP"
andy was like "we've never used that" and i was like "This is why we use it" and nick was like "she's right."
andy said we said only 10 retainers are left on NEC 2 AWKO? i don't remember that
it's a hot mess. so yes, before we found out there was a hot mess we had 10 or 12.
according to lawruler we have 117. but if it take out the WIP it's 103. but PvS shows 93. But Nick says it's 83
yeah, i had just looked in LR when i asked if 93 was the correct count
at least he can't be mad at us if we can't get correct numbers
can you pull up the NEC 2 AWKO entry in copper? Do you have any unsolved payments?
i see you put a payment in today for 500,000
andy was upset it wasn't in copper. but even when i put it in nothing updated. something is wrong with it
we asked for more money and they don't have all the ones we said we had
but if we're showing 120ish signed of 133, yeah we're gonna say we're close.
we were down to 1, but a couple dropped off it looks like
Ok this is why we said we had 10ish:
James Turner [2:54 PM] Summary: • 89 Leads currently in either "Signed e-Sign FINAL", "Signed e-Sign QA", OR Signed e-Sign Retriggered" (After removing 14 red leads from google sheet.) • 117 Currently in a "Billable" status - "Signed e-Sign VERIFY", "Signed e-Sign QA", "Signed e-Sign QA WIP", "Signed e-Sign IN PROCESS", "Signed e-Sign House Flag", "Signed e-Sign FINAL", • 29 Leads that are NEW and have not been called on yet. - "Send to Five9"
you're gonna become the purchase order guru. like it gets entered into copper and you harass andy and cam until they tell you it's good to go
last time he tried to do something like this with me, andy told him to go fly a kite
well andy didn't say that this time. but he might if it doesn't work lol
i'm adding some to the campaigns to watch spreadsheet. do you want me to remove AWD/ACTS since it's not back on yet?
there really is one hair relaxer left i think
PFAS update: 3 more for TC/JP and 4 more for Aaron Law/ELG
i'll explain in a bit. it's only for andy because andy is the one complaining lol
The message from Andy on Saturday about VAM Law is all messed up. He was requesting the 53 thyroid only cases on both campaigns be adjusted to $3500. Ryan did all cases at $3500. HE is going to have a fit if he sees this....
Please re-read Andys message to make sure i am reading it right
do you have an email for reporting for Milberg?
Oh crap! We gotta pull the retainer for Dublin losg
I can't even read all that bull**hit Ryan put in the invoicing channel
Yeah it’s very awkward. I saw part of his email to Andy about ghozland and was like oooooo 🍿
why the heck did Andy CC Marc on that email about reports?
can you create the social media case type in copper
me too, listening to Mel complain about doing her actual job
i'm not allowed to contact them or talk to them any more
what do you mean transitioning them to me?
"Dolman is livid, and frankly I do not blame him. We can't have emails go unanswered for 10 days. We will talk later but for time being, I need you to transition AWD account to Greg and please do not send them any more emails."
it's pretty easy. you just need to send them reports on monday
so basically like i was before cam had you do it, lol
we are getting close to cap again for Nations/Levinson PFAS
a bunch got reassigned from the levinson/elg campaign
i had put in as "other" so ill go in and change it now
We are at 5 for VAM PFAS. 2 are Final, 2 are In Process and 1 is Flagged. So, possibly on 4 more to go.
Also, only 4 more for Ghozland - Sextortion
They saw him walking by in the background of a meeting. (not over here)
Well... based on the sh!t storm yesterday, probably not well.
Andy sent carter the email Dolman sent about me. so... yeah. Carter came over to check on me
No Carter was cool. He told me what happened with him and GFO.
Carter is gonna help fix the return process. which is crap. it's honestly crap. and he's had to deal with it before so he knows.
thats good. we do have a crappy return process
like people randomly contact Tony or i have to jump through hoops for approvals.
yes its dumb. we should have a POC for returns
you might have to do the posting today. I don't think Cam and Andy will talk to me much. 😬
i can tell you that andy doesn't hold a grudge and is probably over it already. Just speaking on my past experiences with him. I know he is in Atlanta today, so he may not be communicative anyways.
i have highlighted the nations/levinson pfas campaign on the tracker. cam said to keep it running until monday. its a reminder for us to ask him monday morning about it and if he wants to keep it going or pull the retainer
from the TVM call....they are asking for more detail on the "has repair been advised" question. Specifically if it has been advised, has it been scheduled?
hmm i thought we got that. I'll check criteria and get with sunnie.
2 more for VAM PFAS. I am going to head to lunch
FYI from Cam:
Mark Maniora Malissa giving you all a heads up, we are going to be testing a statewide CA JDC campaign. So you can understand how this will be set up and need to managed I am putting instructions below.
- This is a new vertical "California JDC Abuse", example landing page here: https://shieldjusticewatch.com/california-jdc-abuse-lawsuits/
- we will need to create new contracts for EACH ACTIVE FIRM IN CA by location exmaple: a. Dl Flatirons i. CA JDC Abuse (vertical) 1. contract Riverside Juvenile Detention Abuse (CA JDC) - Dicello/Flatirons (TIP) - Contract a. filters "facility where abused" EQUALS (add each specific facility name EXACTLY as listed in the drop down values (case sensitve,proper spacing, hypen and each facility separated by "comma" and no space 2. contract Alameda Juv Detention Abuse (CA JDC) - DL/Flatirons (TIP) - Contract a. follow above ii.
-
- We need to do this for each and every law firm that is active and ensure the filters are 1000% correct and accurate
- We will need to ensure these case types get ingested properly, so the active integrations pick up the cases and funnel into the proper location (IE DL/FL, Meadow, and anyone else we have integrations with)
- The above campaigns share budgets with the main "base" standalone, so you will all need to watch budgets carefully
- Ryan these need to integrated into all customer dashboards
- Malissa you will need to subm it these as "new campaigns" into call center channel to ensure they are all set up properly
- Mark Maniora make sure you set priorities as "1" for all in statute and "2" for any OSOL (if any are still active which I do not think they are)
- Mark Maniora once you create one set up contracts for a firm, please slack me and I will review and validate filters. Thanks all!
Here's what I have for the weekend. Take a look and add anything I may have missed
should i have ACTS/AWD Chowchilla reinstated? They paid. new criteria is in. But cam hasn't said we can turn on LP
yeah he seemed to skip that message in slack about awd chowchilla
Mark has completed LP set up for all the new CA JDC campaigns but I am not adding them into Copper yet as we don't have any budgets or pricing and I can't without them. We will also need the case types added to copper, but no rush since I can't add them anyways.
i've got to submit them to the call center channel now
he's ignoring me about it. you wanna ask cam about Chowchilla AWD lol
we could probably put in the retainer again, right?
ill give it a few more minutes and then i will message about it also
I’ll send an updated tracker to both Andy and Cam towards the end of the day
I'm going to forward you an email from Kayla at GFO
she's just asking for a retainer/intake. i'll send that too
aight i'm going to let you harass him about Chowchilla AWD ACTS lol
lol ok. Not sure why he isn’t responding unless he is in PA getting his daughter back to Penn St?
And every time he moves his phone it shows him active
well he can't yell that we didn't make him aware it was off in LP
lol true. Should we put the retainer back? Sunnie finished the updates and posted them this morning
we good with the criteria? if so, ill have mark turn it back on in LP
Doing something else for cam. Will check in a min. :)
we have $5,000 left for Wright Schulte - Mormon. that is 2 more OSOL signups, which is about all they are getting
i'm shocked Ben included me on that email lol
like come on dude... i'm public enemy number 2 for you guys
Thanks for getting that done for Cam. I was out trying to get some things done before vacation.
yes, probably if they changed the firm name when it was created in law ruler
disregard my message, there is only one in LR
were is lookerstudio pulling its data from? do you know?
.......................................................................
While he's figuring out life, the universe, and everything, what campaigns should i be paranoid about?
becker just sent this: Andy and Malissa,
Adair’s Michigan abuse campaign is at ~$225,000 in spend out of $250k funded.
Please turn the campaign off and work leads in the funnel. We do not want to go over.
He is going to pivot to Chowchilla in about a week.
yeah that's what i thought. Can we move those leads anywhere else?
and we sent him an invoice on 8/25 to fund it more
yeah i guess he's pivoting to Chowchilla completely
we will have to ask cam about moving leads
i was just about to message the same thing.
lol, not yet, we are about to head to the airport
if it was anything like the meeting i had it was probably a "hey someone is spoofing your email and trying to get your paycheck"
so of course i'm changing all my passwords lol