Malissa, got you setup for Leadspedia and Copper, let me know once logged in.
Hi Ryan! Thank you. I played around in Copper a little before lunch (i didn't break anything, i promise). When Greg gets back from lunch he and i are going to meet to go over everything. I just logged in to Leadspedia
Copper seems pretty straightforward/easy. I'm looking at Leadspedia now and that seems like a different monster lol.
Hi Ryan! My Copper access expired. Would it be possible to get it back? Thanks!
hi, @Ryan! So i have a question for you about Harvest. There are several invoices that are seriously past due. Do you want me to help collect?
@Malissa , yes! Let me add you to the end of month BLX meeting with Bryan, we’ll figure out a way to attack these.
Hi Ryan! Would it be possible to get a little more access in Copper? no rush. Patsy mentioned there's a dashboard option and the ability to do reports. I'll definitely want to try to get those working so we can improve processes. 🙂
Ask Brian Hirst, he may have admin access to add your permissions. You can DM us 3
hi @Ryan I sent you that cloned invoice to review in the invoice channel. I want to make sure i got it right before i send it out. 😅
Luke was supposed to give me access to all the dashboards that Greg uses for Monday reports. Greg's on PTO next week so i'm doing them. I need help getting that access. 🫠
If there's someone else you want me to bug just let me know 🙂
Been at a business meeting with TikTok, I just haven’t had time to handover the dashboards to Brian Hirst. But send me the email, and we can get you access.
Thank you! Still jealous you're in England, even if TikTok isn't a fun reason.
We’re all done with them, I’m at my good friends, sons cricket match in Surrey
Nice! Enjoy! Most of my maternal family lives in either Surrey or West Sussex. Have fun!
i owe you a beer or something. i truly appreciate it.
All good, just make sure the dashboards do not show Law Firms they shouldn't. Luke was very sloppy in his SQL to select the correct firms. I corrected about six of them to ensure partner firms didn't see other partner firms. :facepalm::skintone_4:
ruhroh. good to know. I'm going really slow and double checking everything. so far so good but i've only done 3.
I figured it out. The live file and the paid vs spent always matched (well the live one was + whatever the current number was). Some signed and declines snuck in as regular signed contracts. i fixed it. Fortunately Paraquat was the only one on my file affected that i've found.
good morning, i've noticed a couple of stragglers in my live file that don't match the PvS. I think the issue is just status. These are the ones i was told to use. Which ones are not in the PvS report? I'd like to make sure we match 100%.
when i say stragglers i mean something like i show 5 and PvS has 4. Nothing major and more than likely one of these ^
i might be slightly color blind. the only gray i see is the top row. i don't count signed and declined for sure but i'll add in the ones i don't have in there. that should get us matching.
I asked Nick Ward if they can use a standardized testing name too so we can make sure that no Beyonce Tester McTestfaces get through.
Use all of the ones that are marked "Billable" as Yes
*Thread Reply:* that did the trick! Thank you. 🙂 the random one offs are gone now and we match
what can i help you with? thanks for sending me the repeating invite. 🙂
Hi @Ryan. Good morning! When you get a chance, can you double check 31684492 on the paid vs spent report? lawruler is giving a different number for signed contracts that what's showing up. It's the one we really don't match on today and we matched yesterday if i remember correctly.
What order is it and what does TIP reconciliation dashboard have? Not just report from LR, and I can check.
It's Firefighting Foam - Dicello/Flatirons (TIP) - Contract. Dashboard is showing 256 signed but LR has 480.
That's because Dicello / Flatirons has 3 contracts in Leadspedia, which will equal to 3 contract set of rows in Shield Financials. Show me the Leadspedia Contract IDs in Copper for that in a snap shot here.
It has a ...(Form), (TikTok) version in Leadspedia.
yeah we're missing this one: 1516
i can add it in copper
It's missing 1516, the new (Form) version. Add that, wait five
i appreciate your help. especially when i have "oh yeah" questions.
hey @Ryan! I sent you a message in the dashboard chat. I thought i had replied! I'm sorry. the NJ Juv Hall request is for AFG
Cam and I need your help real quick on Flatirons in Copper
Ok, this might be a stuck. i can't edit the company in copper. I might have to re-build the campaign just to update that. can you see if "Company" is a field you can edit?
nice. i didn't know about the unrelate option. I should have these knocked out quick
this is cool. you can do it from the Campaign too
i'm going to go through flatirons and just see if anything is archived under them and fix that
@Malissa , grab Mark Maniora and Greg and send me Google Meet link, quick Copper tip to make this easier on Cameron
@Ryan going to ask before i forget, no rush on responding. Is there a way in copper to run a report that shows all payments recorded for the day/week? i tried to make something in the reporting but just couldn't find an option that gave me payments the way i needed to see them.
No, show me a mock-up XLS of what you want to see
K. I’ll get that to you sometime between now and Monday morning. :)
Buenos Dias @Ryan. So it's nothing crazy but really these are the fields i'd like to see. I was thinking about doing a spreadsheet creation and i realized i was over thinking it. Order doesn't really matter. Payment Date, Contract Name, and Payment Amt are the most important to do an audit.
*Thread Reply:* @Malissa, send me a Opp ID from Copper for a deal that has 3 or more payments so I can test this with you.
*Thread Reply:* they do. I noticed the payments are in column AP. i had to scroll a bit lol. but they are there. 🙂
*Thread Reply:* I'll have the PVS dashboard SUPER fast probably by end of next week and then I can update and get you and Greg onto Looker Enterprise rather than "buggy ass" freemium Looker DataStudio.
Benjamin Dishowitz <bdishowitz@sflalaw.com> @Malissa
Let Ben know that it's August & September he is paying for on that unpaid invoice in your email please! ty.
aight. i think harvest is still off. I'll fix and re-send.
ok so the pending one in drafts would be oct and nov
@Malissa fixed them, it's Sep & Oct unpaid, Nov & Dec draft
@Malissa, I just found some mistakes I made on this PVS dashboard. I fixed them, first the "total row" should now total the metrics correctly, and when Copper has no payments, it will make the Amount Paid To Date 0 not NULL so that our Amount Owed computes correctly.
Can you select ONLY Flatirons (which is 23 orders) and please confirm your Order Budgets and Order Payments are accurate in Copper? Will save Cam from finding these issues for us:
https://lookerstudio.google.com/reporting/a36366d9-97f6-48ac-b7d9-246a18bbbe99/page/p_kujrmk8d2c
It's taking extra long to load fyi. like i clicked it right after i sent that message and it's still loading.
@Ryan i don't see any differences between what's in the budget and what's been paid for Flatirons.
Hi @Ryan We're getting on the meeting now. Cam is getting the meeting room computer set up
if we aren't on yet just hang tight. Joe is trying to get it set up.
hi @Ryan do you want me to add in any back up like a screenshot of where Cam gives the pricing for VSS billing?
ACTS Adult VSS Documents ACTS Fact Sheet ACTS Juv VSS Documents
^these three things are a mix of Chowchilla and Juv hall and those are different prices. I'm putting the actual case names on the spreadsheet
Jesus, tell Allan to fix that in LawRuler. Holy cow.
And these should be named, for example:
CA Juvenile Hall - ACTS - PFS - ACTS
We have a 4 segment LawRuler naming convention that the TIP team cannot seem to learn.
This is the Pre-Retainer recommendation on Case Type names:
Format: Segment 1 (Case Type) - Segment 2 (Litigating Firm) - Segment 3 (Marketing Firms) - Segment 4 (TIP Billing Source)
For Post-Retainer it's the same but...
Format: Segment 1 (Case Type) - Segment 2 (Litigating Firm) - Segment 3 (Type of Second Interview (e.g. SEC,PFS,VSS,etc) - Segment 4 (TIP Billing Source)
Yeah for sure. It's a secondary case type in the VSS reports he runs:
As long as you have the actual names in that sheet, I can get the DB updated. But yes, they should fix this hot mess.
Direct Referral btw is usually Juv Hall. but if you don't know that.......
i think i got all the VSS cases on the sheet. Do you want me to put the Ben Crump call center cases on here too? They're not VSS but i bill them weekly
Yes, anything in LawRuler that is POST-retainer needs to have prices updated in TIP App and that sheet. Then as they add them daily, you should update them. Ask Alan and Anthony to post to you in #C04F1KKRZ8A or something each time they add one and have them @ me, brian, nick m. please
@Ryan I updated the pricing yesterday but i'm going to go through and make sure everything saved/i got everything.
and how do you want me to handle these? only one is in the pricing list
Ask Alan when those new ones will be created. They’ll be in the app 5 minutes later.
will do. going to finish up the list and i'll ping with any that aren't in the retool app
update - i've checked all the pricing for active campaigns and we should be good with the exception of a few i need to ping alan on. he's not on the invoicing channel so i'll ping him in a chat with you on it.
hola @Ryan. So i'm going through the new orders dashboard and i'm actually seeing weirdness that was easy to miss in the PvS report. This one is showing no copper amount paid but there's a payment in copper: 32589692
i'm not sure what's going on with this one. They paid $25k 31683499
@Malissa, I did a historical re-sync, check those two Opportunities now. Still look funny?
So for 32589692 - it's good now.
And the other is fixed too. Thank you!
@Ryan mark and Greg thought the email was spam so it’s a good thing I went over there lol. They’re good
Awesome, tell them to use that one moving foward!
@Malissa, just sent to Brian Thiessen and Andy Rogers, can you show them too please?
They are setup JUST like you, Mark and Greg. I kicked everyone out of the DataStudio Beta version.
I told both Brian and Andy that we use the new one now and it's not spam lol. I'll figure out when they can do a walkthrough on it. i know andy is busy.
@Ryan Andy isn’t a fan lol.
But there are some oddities with downloading the file.
Probably oddities in the lookerstudio file overall
in general he's not a fan of the top bar not being locked and having to scroll aaaaalllll the way down to scroll left or right. i didn't tell him he could hold down shift and scroll yet.
anywho, take a look at 31683535. The report is showing that we're over their cap by 75. But .... i just answered this one i think. let me get back to you here.
Ask him what columns he wants to see, send me a list of those columns, and we can make a version for him with less fields.
The order dashboard has been updated. The Stage of the Order is added. I made the Contracts Remaining more useful but the Archived Funded deals need their copper values updated so the Contracts Remaining does not have a bunch of negatives. I did Intuit Hillard as a test already. Please do the other ones listed in that section:
🔴 means "gone over order amount" and :largegreencircle: means "order almost fulfilled".
Ok @Ryan i think i got the archived pipeline prettied up with those negatives
Hi @Ryan I just went through the Archived Pipeline again to make sure as much as possible was updated to reduce the # of negatives in the report. I think i've done the best i can.
Hi @Ryan I just found something odd in the LookerStudio report. Maybe i'm just having a moment but I can't find the Bard PowerPort campaign for Bay Point.
hi @Ryan when you get a minute, can you look at 32210676? It's showing up in the reports but it's not showing that contracts have been signed. we should be at 21.
what the heck?! it was giving me 0 lol. It likes you better. 😂 I'll let you know if it does it again.
*Thread Reply:* Call me right back. Something is up with my headset.
@Malissa, can you join, got a order dashboard tip
@Ryan i've been trying to send that list for days but keep getting interrupted lol.
hi @Ryan! it looks like i don't have access to the TIP dashboard in looker anymore. I was going to help Alan with figuring things out. Well i was going to try at least lol.
might be easier if i show you all that i have. at some point i did have one that was TIP but i can't remember the name for the life of me.
You should see another TIP Operations Dashboard on the sidebard
Or try this link: https://shieldlegal.cloud.looker.com/boards/9
hey ryan i've got something urgent. i'll hop on as soon as i can
hi @Ryan just FYI, I'm doing the manuals this weekend
@Ryan Hi, just FYI i'm doing manuals tomorrow morning and this weekend
hi @Ryan can you double check 31683532? It's not showing the right $$ for payments. I just updated the value to match what he's paid to date. i added the payments in copper and i'm getting 2,356,150
Good, I did finish that sink about 30 minutes ago
yeah it updated everything but that one and then when i ran it again a few minutes ago it was fixed. so i'm giving you all the credit
Let me know when Copper / Leadspedia is up to date for PvS. I'll do a historical resync.
i don't do the leadspedia updates but i'll give mark a headsup
did you order a sandwich? the front desk posted on slack that they didn't know who it was for
Hey Ryan, mark is at the dentist with his kids tomorrow morning. :-/
Create a new Copper Opp for MD Crump/Slater with February 2024 start date and then we can have Mark create new contract for it and update it to be this #2 renewal order
Once that is done; I can go update all MD in database so we have the PVS accurate
Hey @Ryan I’m at Dr appt right now and won’t be able to join the api meeting this week (just got the invite)
No prob, get with Dustin and Nick Ward to get onboarded, we'll see you next week.
hey @Ryan can you tell me what's broken with CA Juvenile Hall Detention - ACTS Forman/Laba (TIP) - Contract 33016321? It's not reporting correctly in PvS
Send me link, have a lot for you to do on this VSS crap
hey @Ryan. This is low priority. when you get a minute (not right now just at any point you have a minute), can you double check the pricing on Gaming Addiction - Ben Crump Law - Meadow Law - Shield Legal? Outbound screening seems incorrect. Again, no rush. can be anytime.
sorry, for the outbound screening $110 is the price that's now in the app as well as the price that was on the case types rates spreadsheet. I believe it should be 182. i just wanted to see if you had something different.
Each tab has the hard costs:
• CRQ: $216 + Agent Commission • RET: $363 + Agent Commission • POST: $203 • Talk Time Fee per Minute: $2.00
Auto Accidents - BCL - Torticity - Shield Legal, rename Auto Accidents - BCL - Torticity - BLX, but make sure Mark Maniora updates any active Leadspedia BLX MVA (Motor Vehicle Acciddent
hey @Ryan, What does MED fall under? would it be post?
i think i got all of the pricing updated with the exception of the MEDs.
Post will be the same as others for flatirons. I thought I got all of those.
I’ll double check stuff. If you find anything let me know. I’ll be at a Dr appointment tomorrow morning but afternoon I should be able to Slack and stuff
Can you hop on quick call with me to get some SLM / BLX invoices out @Malissa?
To join the video meeting, click this link: https://meet.google.com/amt-qoxk-ndf
Otherwise, to join by phone, dial
@Ryan here are the invoices for your review. If you're cool with it, i'll go ahead and change the logo and name to Shield Legal. I have a logo file.
cool. i'll get Q1 out today with the update log
The tip slack alert stopped working, I’m driving home to investigate this, but can you get the list of sign ups from Tony right now and get those posted into the channels
hi @Ryan! There's something odd going on with 33052688 CR Ben Crump Law, PLLC Mortgage Race Lawsuit Class Rep - Crump/Lanier (TIP) - Contract in the PvS report. It's just showing 0. I've tried to figure out what's missing but i'm not seeing it. I might just need more coffee lol.
hi @Ryan! Should we just classify Gacovino's open invoices as bad debt and put him on a no business list?
@Malissa, definitely write them off. If he has money, Cam and he are close, and he will do more SL mass torts orders probably. He just does not pay for the organic marketing.
hey @Ryan can you take a look at Chowchilla - Banafshee? Copper ID 33214007. PvS is showing we have 13,517 signed retainers........
hey @Ryan Am i invoicing Elana for the $5000 she has budgeted? Here's what i have so far.
Just retell her it’s under Shield Legal marketing now when you send invoice
hey @Ryan sending you the invite in case you do want to hope on. totally optional
FYI
@Ryan when you say "line item in copper" do you mean put it in the "other case type/Campaign" part?
No, I mean put the Contract ID for the new Leadspedia Contract Mark is creating in the LeadspediaIDs field
oooooooooooooooooooooooooooooooooooooooooooooooooooooooooooooohhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhhh
I spent 5 hours training Zek on morning financials
Then cameron dumped htis on me before I wasd one, this will take me another 3-5 hours to fix
yeah mark and i had to upload leads one at a time yesterday. i stopped around 10pm when i nearly gave a guy thyroid cancer instead of something not as bad.
forgive my brain fog @Ryan. But tiny problem. There is no number 2. 🫠
hey @Ryan Marc wants to see you in the office.
hi @Ryan these campaigns have the wrong amounts being shown in the dash. there's 25 on the top one and 27 on the bottom one according to LawRuler.
Chowchilla Womens Prison Abuse - ACTS/Kuzyk (TIP) - Contract Chowchilla Womens Prison Abuse - ACTS/Kuzyk (RB) (TIP) - Contract
I don't think i have the tools to fix it.
another one i need help with is: 33052688 Ben Crump Law, PLLC Mortgage Race Lawsuit Class Rep ‑ Crump/Lanier (TIP) - Contract
It just won't connect in the reports and I'm blanking as to why. The name matches LeadsPedia. I tried to changing it in copper to match the vertical for giggles and that didn't work. The LP Id is in there. i'm just at a loss.
*Thread Reply:* Malissa, this is another case of wrong Contract Name. It did NOT match the vertical. Vertical = Mortgage Race Lawsuit
The contract names were "Mortgage Race Lawsuit Class Rep", which is wrong. I updated Leadspedia names to fix. Please validate you see them now.
Remind team again (40th time) to ALWAYS name contract campaign the EXACT same as the "Leadspedia.VerticalName".
*Thread Reply:* @Ryan so that's why it didn't matter if i matched the LP name or the vertical. I figured that was the case but I haven't been shown how to fix that yet. I'm sure it's easy but i'm afraid of breaking LP. 😅
*Thread Reply:* The link between Copper & Leadspedia is the ContractIDs, the link between Leadspedia and the database financials is the Contract Name. The database does NOT use the first segment in the Contract Name, it uses the Vertical Name w/o the "Shield Legal - " portion.
*Thread Reply:* That's the only one now, i think, that seems to have that issue so i'm sure we're good. Thanks Ryan! I'll get Mark to show me some LP stuff when we get a chance so I can fix things without worrying about breaking it lol
*Thread Reply:* If you see more, let me know. I have to check DB too.
We will fix, did you send me the LeadIDs for each set?
for those two Kuzyk campaigns they are:
33351841 33533602
Totally cool. It’s the husband’s birthday so I’m working on a nice dinner for him
Here are the Shield Legal prices we need updated ASAP in TIP App. But do not forget the CRQ (case reviews) and POSTs (Secondary Interviews). @deleted-U06C7A8PVLJ, and I need them to get revenue udpated in TIP DB and Dash for your billing:
- IL YTC Abuse - SGGH - GLF - Shield Legal
- MI YTC Abuse - SGGH - GLF - Shield Legal
- IL Clergy Abuse - SGGH - GLF - Shield Legal
- Chowchilla Womens Prison Abuse - ACTS - Loghmana - Shield Legal
- Firefighting Foam 2 - VAM Law - ELG - Meadow Law - Shield Legal
- AZ Juvenile Hall Abuse - ML - ML - Shield Legal
- Firefighting Foam - Douglas London - ML - Shield Legal
- Michigan Pollution INJURY - Ben Crump Law - ELG - Shield Legal
- Paraquat - Wagstaff - ML - Shield Legal
- LA Wildfires - ACTS - ACTS - Shield Legal
- Dr Barry Brock SA - AWD - SGGH - Shield Legal
- Storm Damage FL - Storm Law Group - Storm Law Group - Shield Legal
- Storm Damage TX - Storm Law Group - Storm Law Group - Shield Legal
- Illinois Juv Hall Abuse TV - DL/BG - Flatirons - Shield Legal
- Illinois Juv Hall Abuse TV - BG - M&W - Shield Legal
- CA Juvenile Camps Abuse - ACTS/Ghozland - Shield Legal
- CA Juvenile Hall Abuse - ACTS/Ghozland - Shield Legal
- Juvenile Hall Abuse - ACTS - Makarem - Shield Legal
- CA Juvenile Camps Abuse - ACTS Law - Shield Legal
- MD Juvenile Hall Abuse TV - BG - BG - Shield Legal
- Ca Juvenile Hall Abuse - ACTS Law - Shield Legal
- CA Juvenile Camps Abuse - ACTS/VAN - Shield Legal
- Chowchilla Abuse - ACTS - Makarem - Shield Legal
I've got a hot Cam fire so this will be up after that
ok, so this is weird. Everything after Paraquat Wagstaff ML, I've done previously (exception being storm damage. i just did those). It's odd because in most of them the commission is there but the billable rate got changed to 0.
I'm guessing someone might have made an adjustment (heck i could have done it and not realized it) and it 0'd out the prize
is there a way to prevent the billable rate from going to 0 if someone makes an adjustment to points? like maybe it errors instead to get your attention?
my 2nd question is, would it be possible to have this section automagically populate when you select the service type?
*Thread Reply:* This has been fixed @Malissa, code added and will start today.
WHEN io_tip_service_type = 'CRQ' THEN 216
ELSE 0
END AS inbound_payroll_cost_per,
CASE
WHEN io_tip_service_type = 'RET' THEN 182
ELSE 0
END AS outbound_screening_payroll_cost_per,
CASE
WHEN io_tip_service_type = 'RET' THEN 110
ELSE 0
END AS outbound_intake_payroll_cost_per,
CASE
WHEN io_tip_service_type = 'RET' THEN 71
ELSE 0
END AS processing_payroll_cost_per,
CASE
WHEN io_tip_service_type = 'POST' THEN 202.78
ELSE 0
END AS asa_payroll_cost_pe
Yes and yes, but give us some time. Those are small fu functions that need some thought.
I'll check with Brian. i thought he ran his card
The draft invoice is for March and April. I'm sending it today.
@Ryan don't know if you've seen it yet but Ben wants me to invoice $10,000 as he's still mulling over the increase. I'm going to reply and ask him how the quality of his leads were while confirming i can change it and then bill him extra or something along those lines
here are the specifics on that dash:
Crump/ELG only. I need to use it for the Wood Pellets campaigns (Property Damage and Injury) so i can give them an updated report so they can add funding.
hi @Ryan. Meant to bug you about this yesterday. The wood pellets campaigns aren't showing up on the financial report and haven't been for the past couple of days i think. My guess is because it was split. Anywho, Copper IDs 33680690 and 33485126. I've stared at them and i think my brain is broken.
@Malissa send me meeting link now, this has to get corrected, it always the same problem. I bet it's Contract Names.
To join the video meeting, click this link: https://meet.google.com/uxr-nxoe-zyi
Otherwise, to join by phone, dial
Hi @Ryan
LOW PRIORITY. Please don't worry about this question today. You can answer whenever.
Dishowitz - I noticed that he replies to the lead emails he gets with "Dispute." Most of these are obviously questionable (like no name, just a city/state). Is there a way we can weed those out for him so he doesn't have to dispute/decline them?
Send disputes to Lee with the phone number, he does that credit request Google Ads LSA
Good morning @Malissa, when you are in and working, please send out invoice 169 to Jon Wright for Shield Legal marketing services. https://shieldlegalllc.harvestapp.com/invoices/45076343
Ty!
Also, please make sure FLS and Dish invoices are paid, updated in Harvest and please create the 60 day invoices for Dish through the year. Ty!
@Ryan I don't think Ben has approved of increasing his spend yet, has he?
he did not. I had it in his last invoice and he replied with "i never approved that for the long term"
Malissa, FYI. Cameron flipped out a few weeks back on the $413 price for Michigan Pollution from TIP Call Center. Can you confirm with Tony that yes, we do charge per file at the Category Points level, so please review this and see if you can make it cheaper for Shield.
So when you update the Portal you can change both this version and the INJURY version to whatever Tony approves. Cam's leads only cost $25 per lead and the $413 on the 50% conversion rate made his Call Center Costs like 3x higher than his revenue on Shield side.
@Ryan I'll ask Tony for his current costs for both
ok, @Ryan Tony advised that i needed to remove the screening costs for those. I've updated them.
hi @Ryan. I noticed an issue with what's going to PvS and what's reported on customer dashboards. For example: https://lookerstudio.google.com/reporting/ccfbfb05-a06e-4bfd-8f75-000d307456ee/page/ASVvC
If i filter to just VAM Law/ELG/Meadow Law, It shows that i have 64 signed, which matches the PvS report. HOWEVER if i add in VAM Law (TIP), I get 68, which is the correct number signed for that campaign. The cost changes too. I think there might be similar ones in the PvS report but I'll need to do a deep dive. I wanted to call this one out because i'm actively trying to figure out what they owe for the 2nd campaign.
That would be if both of those contracts and leads PDR part of the same order, Marc makes those contracts so find out or you guys get together and figure out if it’s one contract, if it is let us know and we can update the table to include them all without the missing partner law firm
Mark looked over everything and he said that they are set up correctly
@Ryan just following up on the issue with VAM i brought up last week. Mark checked it and everything was set up correctly in LP. But the report is off due to VAM Law (TIP). Can you help correct that tonight? Cam's got a call with Marc so he wants to try to get PvS as accurate as possible.
*Thread Reply:* @Malissa, what Case Type is this for? I need that always
*Thread Reply:* it's this one: Firefighting Foam - VAM Law/ELG/Meadow Law (TIP) - Contract
*Thread Reply:* sorry, again, cam was talking lol.
*Thread Reply:* Both dates are saving, give it 10 or so
ooh and another, the amounts used on these two in the screen shot are off per Cam. he thinks something didn't get recorded
*Thread Reply:* @Malissa, I don't know what that means
*Thread Reply:* Sorry Cam was talking while i was trying to communicate lol.
For these two campaigns, he has a different spend recorded than what's showing up in the PvS report. He's showing 7500 and 10500 instead of the amounts in the report. He thinks something didn't get recorded
*Thread Reply:* And did it get recorded in Copper?
*Thread Reply:* Or did it get changed in Copper, so a resync is needed a third time?
*Thread Reply:* Sorry i should have been more clear there lol. He thinks some ad spend didn't get recorded
*Thread Reply:* This missing spend was found and added, not sure how the hell that happened.
ok... another one. Wood Pellets for Crump/ELG. The Injury amount is way off and shows that we have money on hand (we don't). I think the issue is Tier 1 and Tier 2. Do you need me to make a Tier 2 in copper? @Ryan
*Thread Reply:* If Cameron wants them broken out as separate orders then yes. That means you need to ensure you have the Contract IDs and names matching what is in Leadspedia for them as usual.
*Thread Reply:* They’re only broken out in LR I believe. I’ll double check when I get a minute. Had to get out of the office. I was the last one there.
*Thread Reply:* If Cameron wants them broken out for revenue on PVS then yes, you need to crest them and ensure they links to LP.
*Thread Reply:* ok just waiting for copper to do it's thing with looker.
32901149 Instant Soup Cup Child Burns ‑ Gomez (TIP) - Contract - I had to fix the name big time in copper. It's not populating correctly yet
@Ryan Just cc'd you on a reply to Ben Dishowitz . He'd like us to pause next week as he'll be out of town.
https://meet.google.com/upz-jyfg-fzj?authuser=0 @Malissa please jion now
Have another one from Cameron, Instant Soup burns
@Malissa Good morning, can you please send out these invoices for Q3:
• Ben Crump Law services: https://shieldlegalllc.harvestapp.com/client/invoices/36bf5542e902676eb4aa0a8b478f28d7d5aa77f5 • Ben Dishowitz: https://shieldlegalllc.harvestapp.com/client/invoices/7401f85246b1b4fedb5990804d2ce98886e1c420
good morning @Ryan. That Dishowitz invoice isn't due until August. Just making sure you want to send it now.
Maybe you tell Toni that on new case types, you guys start on the cheapest and every time, and if it’s harder than it is you move the price and the points category up. The price is sort of related to the category points, we added up all the hard costs, including the commission at a margin to it based on its difficulty.
hi @Ryan can i get access to the PvS that Andy and Marc are seeing?
*Thread Reply:* https://shieldlegal.cloud.looker.com/boards/25
this link has the "does not contain" to only show Michigan Abuse for Meadow Law for Andy's PVS dashboard. A good example for your tests.
That looks better. Try that but JIC I created a new field that is a drop-down box, if you need more drop-down options, let me and Brian Hirst know. It "could" be added to our dashboards and roll up Client + Project.
so if i select the project, but multiple firms have a similar project (Like SGGH/Meadow, AFG/SGGH/Meadow, Ghozland/Meadow etc) will that throw anything off?
No, I would have to ensure you had company and project as filters.
Projects can live across companies but are unique with a company, get it? It’s still six Michigan orders but Andy’s dashboard or Marc’s could roll up Meadow Michigan Abuse.
I just wanted to make sure. I had a feeling that was the case.
hey @Ryan since the meeting today involves orders, should Mark and Greg be included?
I think it's more about process that you can hand down to them to get things the way we want.
hey @Ryan when you get a chance, can you look at something on the PvS report? The math isn't mathing here:
*Thread Reply:* Need better screenshot @Malissa please
*Thread Reply:* Need full screenshot, not just a number. 🙂
*Thread Reply:* sorry dealing with a migraine that just hit @Ryan
*Thread Reply:* So here's a better screenshot. it was hard to capture the column names.
*Thread Reply:* basically the total budget and order amount paid are not correct. The actual numbers should be much higher (like 70m if i remember correctly)
*Thread Reply:* @Malissa, I fixed it in Marc's PVS, and checked no duplicate order numbers.
*Thread Reply:* ok cool. i just wanted to make sure his was all good. 🙂
*Thread Reply:* i just don't want us to get yelled at lol. and no problem
hi @Ryan. I was thinking.... It might be nice to have a copper pipeline for collections. When campaigns are over, some firms owe us and i have to go after them. But it also irritates Marc to see it. It's something we can discuss but it might be nice to have everything in one place where we can add collections notes and all that.
Should that be a new column, copper, instead of a pipeline?
A column called collections or a custom field to flag it?
that could work too. Just something where it's there....we can run a report to look at it.... but it won't irk Marc?
he doesn't want noise and he wants it to be accurate, i get it.
Hey @Ryan Rose is trying to do her closing portion but we're waiting on the call center adjustments Cam asked for yesterday. I just need to know what you'd like me to lower those to in the TIP App. I did notice that San Bernardino has a different price than the others. I can make it match.
"Michigan JDC, San Bernardino JDC and New Jersey look too high to me, compared to other JDC and Abuse campaigns. The intakes are generally the same. Look at Alameda and Illinois, those are in more realistic range."
@Malissa, it's on Cam to make that call unless you want to lower the ones that are high to lowest and go from there.
In the TIP App, they're all the same (except San Bernardino, which is lower). I'm happy to make them lower based on what we've done in the past.
He made it sound like he got you all that info lol. @Ryan
@Malissa, chime in and tel him I will lower any of them above $50 on that screenshot.
Then let me, Edward and Zek know when that has been done and which ones you did it too in a bullet list. Thank you!
hey @Ryan i talked to Tony about what to adjust and we can go from there. Is there a way to update the pricing in bulk? It's going to take me forever on some of these campaigns.
Send a spreadsheet of each Case Type Name, new Contract Price and send to Edward, Zek in me in our DM and ask him to please update these in revenue_rates table with SQL, then he can reprice the invoices.
Good morning @Ryan. If i have some ideas about improving the TIP Retool App, whom would i contact?
i've got to put all the thoughts together but will do!
hey @Ryan i just noticed that's 12:30. Might be hard to wrangle people as it's lunch hour.
"Ryan: we need you to adjust all of the Thryoid Disease for VAM law, this is VAM NOT VAN, we need all 53 to be at a price point of $3,500 in both her campaigns."
I see you are in the budget tracker i made for Cam @Ryan. I'd love for it to be done for all our campaigns but i just haven't had time to play with it.
heck the past two weeks have been the longest year ever
so i wouldn't be surprised if it's longer lol
oh wait crap... that time might not work for me. my husband and i have to meet with his father's estate atty
Marc doesn't like moving closed collectible things to collections. so i moved everything back. i could duplicate and put in there track. don't worry i told him it was my idea.
@Ryan I've got an appointment at 2pm central Friday with that attorney. Can we change the meeting time by moving it up? I don't know how long the meeting will take.
hi @Ryan i just got all the LP IDs in the Retool app for those CA JDC Abuse campaigns. So by doing that, we do not need to have the Lawruler names changed, correct?
Correct! As long as you can read LR and know which one it is in LP?
Well I think it’s obvious lol.
It would be easy for someone to see they’re the same campaign. Thanks!
hi @Ryan We've had to delete some payments and redo them. Can you do a resync?