can you give me more detail on this part of the invoice request?
i've got to take my dog to the vet but when i'm back i'll create the invoice. 🙂
Nice to meet you.
That part doesn’t need to show up on the invoice. It was just to let everyone know the firm is referring their AFFF cases to ELG, which is a litigating law firm (Environmental Litigation Group).
My dog is getting an allergy shot so I should have that invoice done around 5ish. Maybe sooner. :)
Thanks. I’m in central time and the client is east coast so no rush.
Hey Malissa! Can you please confirm that an invoice went out to David Yadidi...about a month ago. I don't see the email within Copper, so I'm concerned it never went. Maybe it was just sent via PandaDoc?
Here's the most recent invoice i see for him.
Yes, that's it. Can you tell if it was ever emailed to him? Or was it only sent via PandaDoc?
I guess the better question is has he signed that PandaDoc yet?
he has not. In fact he hasn't viewed it. It might have gone to his spam
That's exactly what I needed. I will email it to him now. Thanks so much!
no problem! if he needs the pandadoc re-sent or a link for it, just let me know
If you don't mind, please resent the PandaDoc as well!
If you can give me the link, I can add that to my email...so I know he gets it!
One more question. Can you see if Ihab or John Ibrahim have viewed/signed their invoice?
i gotta figure out how to re-send it. the link might be ok lol
same thing with him. BUT i did send him the PDF copy so no excuses lol. Here's the link for John Ibrahim: https://app.pandadoc.com/document/80099f8ab08cfef4044be76cb833a46fe776d624
I had a call with Craig this morning and he told me about his conversation with you. I think you and I should chat about things that are already in the works and Craig just wasn’t aware of them…which should make your job easier! Let me know when you have time to chat! Thanks so much!
Absolutely! Yeah I’ve been playing around with ideas on how to make everyone’s life easier. I was going to reach out to you too to get feedback. Great minds! Anytime today is good.
I'm open from 11:30 to 1:00 Central. You are always welcome to call me.
I'll give you a call around 9:30 my time, 11:30 yours. 🙂
FYI, both Ibrahim and Yadidi viewed their invoices
for sure. on wednesday i was going through copper and panda docs to make sure things were sent lol. never hurts to double check. i'll continue on today and reach out if there situations similar to those two
hi! So these guys haven't viewed the invoice: Maritime Lung Cancer NSPR Law FELA Lung Cancer NSPR Law
I see in copper you reached out earlier in the week but i can send you the links if you like
Thanks for the update. I don’t need them right now. Those campaigns are on hold for now.
@Patsy Miller ok i'm done for now. i'm not sure if "Archived - No Response" is really needed since Copper shows you the ones that haven't been touched in a while. Like i said on the phone, i only moved that one lost opportunity as a test and for you to check out and see if it will work. if not, it'll go back and that column will be renamed/replaced. 🙂
I am going to add a Renewed column to the order pipeline i think. let me know your thoughts. like you, i want to get us using copper as much as possible since everything is there. 🙂
I'm not sure if anything from the Sales Pipeline needs to be moved to Archived...since it is already a true reflection of the sales process as it is. It makes sense to me to move opportunities in the Order Pipeline to Archived...just to clean up that pipeline dashboard.
As for renewals, we should be entering Renewals as a new Opportunity within the Sales Pipeline with a Campaign Type of Campaign Renewal. This is different than what people that have been here a while have been doing. It's my understanding they were just going back to the original deals and increasing the spend amount.
In an effort to keep track of sales from MY perspective, it makes more sense to enter a renewal as a separate opportunity (like I mentioned above) so I can see how many renewals each campaign has seen.
If this doesn't make sense, feel free to call me.
Thanks! I’ll put that little test back once our internet comes back.
That all makes perfect sense and I agree with you on renewals. We should enter them as their own thing so we can keep up with them. And they have just been adding to the existing campaigns. I feel like that has to make it much harder to accurately track.
Plus, Once I tag a closed deal as WON, it automatically moves it to the Order Pipeline. I'm not sure if you are already aware of this...but it's something I worked with Ryan and the Copper developers to create...simply to ensure the information is getting to the right places. That said, ultimately all the retainer documents, email distro lists, integration details, etc. should already be on the opportunity before it is moved to WON.
That’s cool that it automatically does that. And yes those documents should be in there as it makes sense. It’s a great tool now that I see it all. Thank you! We just have to get others to use it the same way. :)
I should probably come spend time in the corporate office with you, Andy and Greg Owen (and whomever else is using Copper)...to make sure we are all on the same page.
I know Greg is not completing all the fields on new deals.
Yeah that would be cool. I’m going to see if I can do a rough draft of a procedure everyone can follow. I’ll send it to you to fix/add/etc and then we can send it out. I know it’s going to be hard but I got Greg to use a tracker I made so I think we can do it!
internet is back. i moved the lost one back.:)
so one thing i've been wanting to bug you about is naming conventions with renewals. no rush on it. just wondering your thoughts when you get a moment.
I was thinking I would have to keep it the same as the original campaign name...so it flows into the Order Pipeline appropriately. No?
yeah that's one part. and then the other side is tracking. for now i think it should just say the same but greg said it's been a headache before when it comes to cap tracking. i guess we can see what happens when the next one gets put in there lol
The renewal will have the new count on it. It should ultimately (just like the original order) have the average cost per retainer, total budget and number of retainers.
for sure. the naming situation might be more on the lawruler side of things. i'll sit down with greg to take a look at that part.
Hey! Can you tell me if Ibrahim has signed the invoice? He sent the wire this morning.
Yay money! He has viewed it but he hasn’t signed it.
Can you do me a favor and send another document to Ibrahim for signature? It's the co-counsel agreement with ELG and they need it signed before we set up the campaign.
Ok. I just stepped out for lunch.Do you have an example of one you can send me?
I have the actual agreement! Attached here. Thanks so much.
Cool. I’ll work on it after lunch. It shouldn’t take long. Thanks!
If it’s anything like docusign it should be silly easy.
You probably need to send it to both of them...they share responsibilities. John and Ihab. Thanks again!
Ihab. I'm about to email them to let them know it's coming and that we received their wire.
invoice went to John. i found that one in copper
wait hang on. i might be having a "it's 114 degrees outside and i went out there" moment
I'm just going to copy you on this email and ask them to reply to let us know who will need to sign the agreement.
But was JOHN the one that signed it? (He's not the attorney, LOL!)
That's what I figured. Thanks for checking.
LOL! He didn't REPLY TO ALL! Please send the co-counsel agreement to jibrihim@iailaw.com
Perfect. Please make sure I get it too. I need to forward it to the right people at ELG. You are the best!
Jumping to conclusions here, but are you the one that I work with to get campaigns launched now? (rather than messaging everything to Cameron in Slack)
maybe eventually but it's still a slack thing now
you can include me so i can always be a squeaky wheel
Well, after I sent that message to you I asked Andy that same question and he answered YES, send it all to her and she will get the process started. LOL
Ibrahim AFFF is ready to go. I'm going to move it to WON to start the process into the Order Pipeline.
andy had me do a couple of new campaigns to Cam in Slack yesterday. there were no complaints so that's good 😂
Then I guess we all made our own decision. It's all on YOU now!!
It should show up in ShieldOrdersCopper now...all the documents are attached.
that's cool. Having one person be on top of it keeps it from getting lost.
and the biggest perk is you guys can focus on selling and not worrying about the status of something. 😉
On another note, do you have any idea why Cam hasn't turned back on the Walsh Ozempic campaign? It's been dark for something like 9 weeks now. The firm is furious. Cam told us it was going live again this week, but it's still not active.
is it safe to assume that Walsh Ghozland doesn't count?
Not the same campaign. That's what makes this so frustrating. That campaign has been active the entire time the Walsh only campaign has been dark. Those cases are being signed and referred to Walsh, so she sees that it's active and her campaign is not.
Andy is probably also messaging Cam. Cam told him it was going back on yesterday.
gotcha. i'll hold off on messaging him since Andy and Greg have. if there's no response by tomorrow morning i'll bug him.
Good morning! Where do we stand with the launch of the Ibrahim campaign?
i got logged out of everything so it's taking me a minute to remember passwords that aren't in my saved list. >.<
ok i'm in. before i mess anything up lol, are we cloning standard intake or are doing something new?
and maybe i'm missing it but i don't see the distro list
The criteria is wide open...signing all cancer types instead of just the top six. I can send it your way if you don't have it.
The distro list and retainer packet are on the Opportunity. If you don't remember where to find them, let me know and I will walk you through it again.
I'm having one of those "i need better coffee" moments. I'll get it lol. And yeah go ahead and send me the criteria so we have all of the things
I attached the criteria to the Opportunity as well. It's an excell spreadsheet. Please use the AFFF tab. Thanks so much.
so for whatever reason copper is only letting me download the excel file as a zip drive and when i go to open it, i apparently can't. It's weird. Can you email me that excel file?
I saw a message from Cam that the Ibrahim/ELG retainer packet is wrong. But that's what I got directly from Jonathan at ELG. Do you know what is wrong with it?
It doesn't have Ibrahim in it. It's got Motley Rice instead. Just needs to be updated. Cam caught it pretty fast.
That's not the retainer. The document titled ELG and Ibrahim Law co-cousel short form engagement is the retainer document.
That PDF document includes all the other documents.
I specifically asked Jonathan why all the other firm names were on that medical release and he told me those are the plaintiff and defense liaison (local) counsel...and it's supposed to be like that.
Hello! I was wondering if you found that old setup form that was used pre-Copper?
I have it. I'm actually finishing it up right now. I needed to add a few more fields. BTW, it has never actually been used. I built this form with the intention of using it for each new sale, but Andy never implemented it.
I'm not sure if this will integrate with Copper, but it sure would be nice to have one of these completed forms push data into a new Opportunity in Copper. That said, Craig and Greg don't even have access to Copper, so maybe this is just all a dream!!!
awesome! Thank you 🙂 As for integration, i just asked chatGPT if there's a way to integrate slack with copper. there is kinda. i'd need to talk to ryan about it
but that would be pretty cool if you could just put something in slack and BOOM it's in copper
We already have the two integrated, but it's very limited.
That's why you see Opportunites showing up in the ShieldOrdersCopper slack channel...that's all he could integrate if I remember correctly.
and it's copper -> slack because there's no real way to have it go slack -> copper. You gotta use zapier and create a zap
Good morning. Can you please give me an update on the launch of Ibrahim when you have time?
Good Morning! I sent the retainer to Cam and he was supposed to get back to me yesterday by EOD. I'll ping him.
Thanks for your help. This process started a week ago and the firm is getting antsy.
No problem. I'll hopefully get an answer this morning
Will you please send me a link to it so I can push them to sign it?
none yet. but i haven't seen cam's light go green in a while
A bit stressed, but otherwise cool. How are you?
So Bieber. I'm a little concerned. I feel like they're throwing every excuse in the book lol. At least we don't start until we're paid.
I understand your concern. I believe we are dealing with a young and inexperienced accounting person at Bieber Firm.
Hopefully! lol. I guess let's keep an eye on it. If they need to send payment in stages i'm sure we can figure that out.
This is just for a test campaign on a new tort. I hope it plays out better than Cumberland did.
i'm surprised cumberland didn't do well. I remember when that hit the news in Tennessee.
i wouldn't be surprised if it comes back at some point. Maybe people just don't know or they're afraid.
No. It’s a test campaign so we have no idea what the acquisition cost will be. Once we get through the test we will have a better idea.
I need your help. I like to be copied on the signed retainer emails for my active campaigns. When I set up a new campaign I always request to have my email address added to the distribution list. However, Cameron always removes my email address from the list and tells the team to use the Shield Distro list. Can you please help me get my email address added to that distro list so I don't have to keep going in circles?
see if we can just get you on the list instead.
good morning! can you send me the retainer and intake criteria for Asbestos - Vogelzang? The attached file in copper won't download for me.
I thought I was supposed to email it to you? I'm literally in the process of sending everything in an email. Just had to make sure I have everything in order. (and I just found out it was funded, speed racer!! Ha!)
lol definitely a speed racer. the hipaa and hitech are fine
are we cloning criteria from another asbestos campaign?
Well, I'm not even sure how to answer that question. I think it's cloning with a date change, but I don't have access to those details. Can you send me the current campaign criteria so I can answer you appropriately?
These are the two that are open. They're pretty much the same with minor language differences
Thanks for sending those. Vogelzang is very similar with the following exceptions: REMOVE Ovarian cancer Change 5 years to 3 years in every instance.
Campaign Criteria: ● PNC is not represented by another attorney ● PNC has not signed any documents with another law firm ● PNC was diagnosed with one of the following conditions: ○ Mesothelioma ○ Lung Cancer ● PNC was diagnosed within the past 3 years for the following conditions: ○ Mesothelioma ○ Lung Cancer ● IF PNC IS DECEASED: ○ PNC’s date of death was within the past 3 years Disqualify if: ● PNC is already represented ● PNC has signed documents with another law firm ● PNC was not diagnosed with a listed condition ● PNC’s diagnosis was outside the SOL for that condition ● PNC is deceased and their date of death is more than 3 years ago Note: Cancer that metastasized to the lungs QUALIFIES as long as a medical provider has diagnosed PNC as having cancer in the lungs.
Like this: Campaign Criteria: ● PNC is not represented by another attorney ● PNC did not previously sign with another attorney ● PNC was diagnosed with one of the following conditions: ○ Mesothelioma ○ Lung Cancer ● PNC was diagnosed within the past 3 years for the following conditions: ○ Mesothelioma ○ Lung Cancer ● IF PNC IS DECEASED: ○ PNC’s date of death was within the past 3 years Disqualify if: ● PNC is already represented ● PNC previously signed with another attorney ● PNC was not diagnosed with a listed condition ● PNC’s diagnosis was outside the SOL for that condition ● PNC is deceased and their date of death is more than 3 years ago Note: Cancer that metastasized to the lungs or ovaries QUALIFIES as long as a medical provider has diagnosed PNC as having cancer in the lungs or ovaries
Hey! Not sure if Greg has already left for vacation. If he has, please send me the criteria for Ibrahim AFFF
he is. he's on the way to the airport. give me a minute and i'll get that for you.
hi! everything is on fire right now so i couldn't answer. What's up? might take me a minute to respond
I'm trying to make sense of the Walsh numbers. We are reporting $1900 per with 55 signed retainers so I don't understand how we got to $110,350. Can you help me understand this?
yeah give me a bit and i'll get you a break down.
NVM. I pulled the dashboard and I see we were delivering at a higher price early in the campaign. All good.
(that doesn't show up in the screenshot you sent!)
Yeah it's not the best screenshot in the world. it's what Greg does though. i think it's just how the report pulls.
Where do we stand with the Gaming Sextortion campaign launch? (Bieber)
give me a few minutes and i'll check on it. i think we're just pending a test.
Walsh has asked for a refund on three cases that did not meet criteria. I forwarded them all to Tony. I'm going to need a new account balance after he reviews/credits those claims. Thanks.
She does not want replacements. She wants a credit towards the overage to lower the outstanding balance.
Hey Girl! I need a new Case Type in Copper: It's a sex abuse campaign and the perpetrator is Dr. Riceberg. I'm not sure if we have ever used the perp's name in the case type, but with this one it might make sense. The last one I did was Cumberland (which is the hospital name) but in this case the doctor has worked at several facilities, so I don't want to limit it to the facility name.
If you agree, please set up Riceberg Sex Abuse in Copper for me.
I'm about to request an invoice for this campaign: Riceberg Sex Abuse - Pride Law Firm
Sure. I'll get that created and i'll put it in copper for you. 🙂
That makes sense to use the Dr's name if he's all over the place
Hey! Can you find out where we stand with the integration for the upcoming Vogelzang Asbestos campaign? I was hoping to get the integration completed before the launch, if possible.
hello hello! i have not heard anything on it yet and they're updating the statuses on their white board. I'll ping them. they are all on a hot fire call so it might be a bit
I’m working on a $450k renewal but they are awaiting funds to hit their bank.
Looks like you already moved Pride out of my pipeline...but I haven't finished adding all the details.
you should stil be able to add those details. 🙂 if not, send them over to me and i'll get them in. It's exciting to get something new lol.
the thing i don't like about switching pipelines is that stuff moves. so it's still there but in a totally new spot. 😕
Yes, but now I don't have access to the fields I need to complete. I don't typically mark mine as WON until I have filled out all the details. Once it moves to the other pipeline some of the fields disappear.
what fields are those? I think i can add them in
weekly reports gmail for dashboard
I'm not exactly sure if those are the only two
cool. that should definitely stay when it moves. Let me play around in copper and get it matching
It also doesn't show the source...and that's something I think we need to be tracking. Like this one started with a meeting at AAJ.
ok. in the sales pipeline it's under value. I'm going to put it riight before sales type in the order pipeline
can you email or slack me the criteria for Riceberg? Copper is dumb when i try to open it.
Not sure if you saw my email. Will you please send the report that includes all the signed retainers with the intake questions?
yeah just sent it. i had to ask greg for help because my lawruler thinks i'm using dial up today
can you send me and brian a screenshot of the other Ibrahim payment that they sent? The bank found the one you sent yesterday.
I’m waiting for it and will share it as soon as I get it. Please send confirmation to both Ihab and Jon so they know we found the first $50k. I never saw a notice about that in the invoicing channel.
Brian is talking with the bank right now. that's a spoiler lol.
Hello hello! Just FYI, because of how some reporting is done, i've combined Ibrahim round 1 and round 2. So it will all be under the one pipeline.
Basically unless it's getting a new leadspedia ID, we're going to put renewals on the original. You can still do the sales pipeline with the round 2 to track. 🙂 It's just a reporting step when it goes live that we've got to worry about.
Question for you - Ibrahim AFFF is CMO-28, correct?
CMO 28 criteria, yes. Top six injuries listed on CMO28
greg and i are reminding cam. that's why i asked the CMO question - cam had just asked. I'll poke again in a bit
Any idea where we stand with the Vogelzang asbestos launch?
Looks like it's still in testing. It's live but the leads aren't on yet.
I'm not sure when the testing will be done but i'll see if i can find out
The firm told me they received a text message, but I haven’t been copied like I expected. Did we get feedback from them?
I haven't heard anything about feedback. I'll ask the team
You should have messaged Kristen about the Bieber wire. This was from her a couple days ago:
The $50K has been wired and should arrive in the account by tomorrow.
Thank you,
Kristen M. Jones
Director of Operations
The Joel Bieber Firm
Thanks. I wasn't cc'd on her email. i made a note on her profile in Copper with her title
Morning. I’m pretty sure we still owed Ibrahim one retainer from their last round, so please make sure that is added to this round.
Does that mean it’s live today and they should start seeing signed retainers again?
Just so you know, Vogelzang is frustrated with the amount of time it’s taking to complete their integration. They have asked me to get the campaign launched with email delivery and we will backfill once the API is working. I related this to Cam and he told me he would launch their campaign tomorrow.
Please make sure my email address is on the retainer delivery emails.
Also, please let me know when the campaign is live.
*Thread Reply:* It's on! We should see traffic soon.
*Thread Reply:* Thanks. Where do we stand with the launch for Pride?
*Thread Reply:* I'll see what i can find out.
you should be on the retainer delivery. Let me know if you don't see anything come through.
are these two still on hold or should i kill the invoices?
ok Pride is built and ready in Law Ruler. just waiting for leadspedia to turn on.
FYI on Vogelzang integration. The team has had an issue on Vogelzang's end and have been working with David over there. They've been trying to schedule a meeting with him and it looks like one is happening today.