https://console.cloud.google.com/bigquery?project=shield-legal-bi&ws=!1m0
Hey Nick might have to work from home today, my car is not starting this am
Ok sounds good. I need some help with pulling a set of docs out of Law Ruler. Think it would be good to get you familiar with the UI. I will need the Intake Forms and Signed Retainers for each lead in the spreadsheet I am about to send you. If you need some help on where to find it please hop on a call with Jackson Nakagawa. I told him you might be coming his way.
Going to skip meeting today. Just please get all those docs extracted, continue on making the fix for Ryan in AWS, and put together a report on how you want to restructure the Financial side
Actually before the Ryan stuff please connect with Cindy so we can get this API completed ASAP.
Where are you at with the docs and Cindy?
When I test the uri for the updating the matter id or lead I get an error, so I have requested access to her postman collection, in the middle of pulling that list now. Btw the is there a faster way to do a mass export of docs or just one at a time?
Did Cindy ever share the collection access directly or just send the code?
No there is no way to bulk export. You need to do it individually
If you can't import that collection let me know
Already did a request for collection access but it may not hurt to fire off an email to her. Also was is Jackson’s email. My slack can bring up anyone on the tip side
I shared the collection with you directly. Please check and let me know if you can access it
jackson@tortintakeprofessional.com
@Ahsan please send me the docs that you have pulled so far
*Thread Reply:* This is done and loaded on the google sheet, tab name is the same as this file name
*Thread Reply:* So use that one instead of the intake tab since I sent them the Secondary Interview already
Prepped a few new test leads for vanlaw for our 12.
For Torticity we need them to provide some more campiagnid s. Their api wont let me reuse the one we have to some other test leads. So I am going to fire off an email requesting some more for testing.
Might need you to lead that convo. I am working on something for Cam
Also, they said to just pass the rest of the questions from the form how ever we want it to be so try adding some test data for that to so we can see if it gets created on their side.
Hey Troy just reached out. Taking this meeting at home right now.
Hillel hcharm@wagstafflawfirm.com
@Ahsan what values do you have for the ones I have highlighted?
Those fields should be set as the fields that populate off the lead. Let me check the juel test lead to make sure those fields are filled out. Will do so after the doc appt, on around 12ish. Also Paraqueat didnt trigger last night. SO looking into that as well.
I need to skip the meeting with Rahul unfortunately. I trust you got it though
Copy, we also dont know if he is going to show. We didnt send a meeting invite til yesterday, and he still has his auto accept on. Dustin did send me the test logs so we should be good if he shows.
Well enough. Sent the code to Rahul as well. He saw how we would get the 500 error and then a 200 in between the number of calls. He just wants the exact payload log now for the 500 errors we got. That log hit a table in gcp I don’t have access to so I will have Dustin pull that Monday to send to the SA so they can dig on their end.
VGA report. Leads all have been re-triggered into their system.
Hey Nick, I gone through the code a few times and have a pretty good understanding of what each cell is doing. I talked with Edward about his portion. So I want to confirm a few things about this refactor.
• The cell that handles the date ( cell 8 which is the date range) just needs to update to catch the last 6 months since that is the last time we got med records right? ◦ Edward says if the date is updated nothing should break
Chowchilla Womens Prison Abuse - ACTS - AWD - Shield Legal
link for the aff sheet so far
https://docs.google.com/spreadsheets/d/19i1Ja1Z1PdTWupq5sVcAp8xT-Y4FITzxDbXEEKpXKWg/edit?gid=0#gid=0
Need to send this excel to Nico, he didn't provide his email or Abe's, can you send me both their emails when you have a chance so I can send this list to them.
make sure the leads that we determined a new match for are included in the mapping Brittany team is doing and going to be updated with the next pull. Luis is making all the changes to the statuses and then we will need to rerun tomorrow morning to make sure all of those are brought in
Hey I need the latest version of the gcp report. Can you run and send it to me. Send me what you have but can you confirm with Luis how many they have gone to update from the list we put together with Nicoo
Also, check your email. Abe has updated the spreadsheet and wants us to match up our ID. Make sure this doesn't change our automation and please put that together for him
Is that email form abe supposed to have a spreadsheet? There is nothing attached.
guess it didnt forward but here it is
Ok but remember anything Flatirons is top priority that includes those huddles
Luis hasn’t had any changes since Monday. Only a couple changed. Waiting on that list
He completed all of CPAP and has not started on AFFF?
Esteban did AFF for that. Luis said he had a few for flat irons and he is sending me that list, he also said that list is the one tony and cam have already. So if you have that one, that is the data I would be using.
I shot you the link to the shared google sheet
Why did Esteban change those statuses? It was supposed to be Luis
He was supposed to change the statuses according to Cam's choices in column E
I will get with him and luis and figure this out.
Ya the meeting Cam and Tony and I had was Luis would be updating these and then notating what he has completed
All of those were supposed to be updated prior to our pull
ok and then please let me know about Luis. Will need to include the difference in my message
Will do. These are the differences. • 560172 • 574643 • 237484
Adding Luis into flat irons searing and sending him, Mondays recon with Nico.
He has access to the google sheet I shared with you
Make sure he is flagging which are completed moving foward. Can just be another column
Please make sure that those he did edit the status were captured properly in the report
is the last benchmark file esteban posted the one you are using?
I wasnt on the distro list, so I got the latest files from Edward.
are you able to see the Flatiron-Financial-Checkallweeks query in the SL project?
ok well I will send you the SQL shortly but I want to include in the code updating the financial part
Now the caveat is that I will usually throw this in a pivot and then there are some customer considerations depending on the case type. Also, need to make sure case types are being combined that need to be
do we have a list of the casetype that have to be combined to is it based by tort type? And is the combining done across the board or is it more discretionary the combining?
the mapping is combining the case types so follow that
ex. AFFF has the PFAS Water Contamination
Anything with a split tab will need to remove the highlighted customers and the NC tab will need to just have the highlights. AFFF NC gets the military exposure ones but no one else
Camp lejuene will get choose one of these options accordingly:
tricky part is that this goes off of the year weeks so the will be a 53 and/or 0 week at the year mark. 53 and 0 should be combined
OK, If I run into issues I will get with Dustin.
therefore going into 2025 the week numbers are off by 1
we can rename it not a problem but the code splits them due to the year week mark
Running through the code to add in the logic we need.
OK Will account for those adjustments as well.
Talked with Estebhan, and he couldnt find any matches for AFF.
Dustin and I ran the new match profile and the numbers shift quite a bit, from 690ish to 1350 ish. Is it good with you I send an update email to Abe to let him know numbers shifted and we are looking further into the matches. And he will get the match report on Friday instead once we have more certainty in where the shifts in numbers occurred.
The total row count is about 7600 leads and before the new match profile we were around almost 700 off, doubling the amount off is concerning and I would like to be sure the matches we have are good.
Do more investigation and figure out why things have changed before you reach out to him.
Need to get an updated list of matches for Abe
I didnt see her but she normally doesnt show til after 9:30 or so. Let me ping her team.
Abe is fired up and she has the messages too. I need you to collaborate with them and get a list of matches so far asap, then if you determined the reason for the increases let me know,
Talked with Edward and Esteban on that already. Abe's team added 2 columns. Edward was not made aware of those changes so the code didnt look for those 2 new columns and essentially doubled the row count as duplicates. Edward says Brittany was made aware of the new rows but did not tell Edward so he didnt update the script. Hence the fire.
Esteban had matched 60 so far on AFF, gave him the update match profile so we are working through that now. Also added Luis in the Flat Irons channel so he is aware when the spreadsheet is updated so he can do his process. Luis was never in the channel, which is odd since he owned the status change process.
We have the declines that we went over with Nico but I though Luis might have a spreadsheet or something he was tracking for flatirons decline reasons missing. Can you see if he has anything? We need to be notifying DL about issues and sending back reports
Luis has a spreadsheet for the reasonings, I had Luis share that sheet with Esteban and Aiden since Luis's sheet has both Dl and our LR id
They add two new columns but did that screw anything up? Is the report i sent out wrong or just treat we haven’t utilized the new columns yet?
No the new columns doubled the row count for what we send according to Edward. I am having Edward look into how much stuff shifted so we have have a response back ass to why this happened.
We need to be notifying DL on a daily basis of decline reasoning issues. We need to get their matches updated.
Si then there’s duplicates in my report?
We dont believe so, but the counts increased on Edwards script.
Please document any issues with the DL data we are having, counts, matches, declines needing reasonings. I got to get this to him in some form in the next hour or two. I’m going to a doctors appointment so I’ll be a little unavailable. When Brittany gets in make sure to colab with her in what she thinks needs to be delivered but I need yall to get this done.
We are documenting everything, we know Dls two columns did stuff, how big of an impact we are finding out so we can point to the failures of where they didnt follow the process without truly blaming them.
Moving forward we need to be checking to make sure things don’t change. They are gonna test us to make sure we are reviewing everything every day now
Hey Flatirons is going to be in the office tomorrow and Cam wants us to be available to meet with them between 11:30_2:30
Yea Dustin told me, currently updating the template so tomorrow’s run should be good
Not the whole time just they will be available sometime within that so be ready to explain process and discuss what we have going on
Yea have the pipeline docs and everything good to go
Please go and update the financials for me today since I am at the conference.
already in the middle of that
Then send me the final of the 3 docs so I can forward
Hey Nick I checked multiple campaign the week number under the row labels column does not match the existing template output. The signed contract's value does not match for the expected week number, off by one row. is that the norm. Also using the config file to determine the appropriate case type, specifically for CA juv, what case types should be counted for the campaign filter? Anything and everything CA? Like Los Padrinos Juv Hall , CA Juv Hall Dention , LA Juv Hall Abuse TV
Yes after because how it calculates the weeks there are technically a 53 and 0 “weeks” for 2024. I add them together but that creates an off of the numbering.
So everything shift by one in 2025
so that output from the sql query is what the retained cases should be
CA Juvenile and LA TV but not Los Padrinos (since has its own)
There is another LA in I think
I believe it’s 3 that go into it
Only other one than los padrinos would be the foster care under la
Only other one than los padrinos would be the foster care under la
Ya I believe La foster, La TV, and CA Juv are all together
sent you the email. Also made a backup of the fl report folder so you can see the csv, outputs from the queries here
It all tied out? Looked like the counts were relatively the same and you accounted for and combined the extra week?
Yea, checked each tab, it all looked good, filtered and adjusted for the NC campaigns as well. But this being my first time doing it I am not a 100 that its flawless.
Also froze the top 14 rows to make it easier to navigate the tabs as well. IDK if Nancy's or your life on this sheet would be easier with but thought it would be helpful;
I dont have last weeks financial injection just the raw output, if you can forward last weeks send I can look that over tonight as a double check and let you know in the am if I find anything off
I dont have last weeks financial injection just the raw output, if you can forward last weeks send I can look that over tonight as a double check and let you know in the am if I find anything off
cool will look it over and compare
Haven’t had a chance to check and want to send before 5
Also is the email ok to forward or do I need to grab from drive?
Sorry for late reply, battling traffic. Running through last weeks financials for comparison. I will dm if I notice anything
Ok ya let me know I forwarded it already
Need you to be on call with Meadow at 12:45
Dustin and I will be on too. Let’s let them lead and be just to the point. This will be probably be a tense meeting
Be ready to do any live tests or setup while in the call
Yea I figured. Already building new test leads for all 3 vga campaigns and double checking the mappings for the logic pii fix we implemented.
Also do a thorough check of logs to make sure no missed sends
Just want to make sure we have all the bases covered
Have some examples that failed on hand
Yea once I double check the mappings for the vga campaigns and have dustin merge in that logic, going to re-trigger those 41 outstanding. And what fails from there, if any will be the examples we have.
Hey forwarded you a message from Nancy
Yea reading email now. Want me to respond and say looking into it?
Yes please
Just responded to nancy. You are cc’d on it.
Hey can you put together your official resignation letter and send it to me? Need to share with Shellie
Yea will send it to you after I finish this flatirons stuff
campaign,
customer,
SUM(e_signed_contracts) as Signed_Contracts,
SUM(e_daily_revenue) as Cost,
EXTRACT(WEEK(MONDAY) FROM rev_date) AS week,
EXTRACT(YEAR FROM rev_date) as year
FROM `shield-legal-bi.sl_dashboard.financial_details`
WHERE rev_date between '2023-12-11' AND DATE_SUB(CURRENT_DATE(), INTERVAL 1 DAY)
AND customer Like '%Flatirons%'
GROUP BY
campaign,
customer,
EXTRACT(WEEK(MONDAY) FROM rev_date),
EXTRACT(YEAR FROM rev_date)