Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-24 12:32:00

Hey for 354360

✅ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-24 12:33:24

would you agree the E-Signed Date is 10/17/2024 11:49:27 AM?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-24 12:33:41
image.png
deleted-U06C7A8PVLJ
2024-12-24 12:35:43

E-Signed Date is based on when they signed the retainer which looks like they didn't sign anything when I go under documents

deleted-U06C7A8PVLJ
2024-12-24 12:35:49

I would go with this date:

image.png
deleted-U06C7A8PVLJ
2024-12-24 12:36:00

Since this date is when it went into signed e-signed QA which is a form of a "final"

deleted-U06C7A8PVLJ
2024-12-24 12:36:09

This is the closest one I would go with

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2024-12-24 12:37:02

But I can see why you would say that date since that's when they did their documents and then later on Alan probably noticed this profile needed their status changed

deleted-U06C7A8PVLJ
2024-12-24 12:37:28

So I think there isn't a wrong answer technically since no documents was signed with this law ruler profile

deleted-U06C7A8PVLJ
2025-01-10 12:35:13

Hey Nick. This is the excel file (the tab to the far right) shows us which ones actually needs their information update in LR. (The API call discussion we had earlier ago). Looks like about 5k of them needs to be updated (minimum) and if dustin script does an API call 3 times as well that may mean 20k api calls. Giving this to you just in case since eventually we need to update these and I think we may need to discuss this with Joe and LR, etc so that LR performance doesn't go affecting others in the call center, etc. Let me know if you have any questions about it

Flat irons benchmark LR update.2.xlsx
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:20:55

@deleted-U06C7A8PVLJ hey I have a question for you regarding the intake processes. Do the agents (as long as the PNC doesn't immediately opt out) always send the e-sign docs even if they are not qualified? Do we do it just to get them to sign that their statement is true even if it means they don't qualify?

deleted-U06C7A8PVLJ
2025-03-17 10:21:45

Once the intake agent believes they are qualified they will send out the e-sign doc to the PNC

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:22:02

so if they feel like they wont be then they don't right?

deleted-U06C7A8PVLJ
2025-03-17 10:22:04

They wouldn't send if they the intake agent didn't believe they are qualified

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:22:12

ok good to know

deleted-U06C7A8PVLJ
2025-03-17 10:22:14

Or else they get written up

deleted-U06C7A8PVLJ
2025-03-17 10:22:16

Lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:22:57

didn't know if we would get the signed to just like solidify their response if ever in the future it was in question or something

deleted-U06C7A8PVLJ
2025-03-17 10:23:25

I see what you mean

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:25:49

Ya

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:25:56

Thanks for the help!

deleted-U06C7A8PVLJ
2025-03-17 10:26:03

Any time :catroombaexceptionally_fast:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:37:40

lol one more question. Only those needing medical info require a HIPPA doc?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:38:49

Or is it standard thing because all of these cases have some sort of medical thing being physical or mental damage of some sort? Or to just have it in case?

deleted-U06C7A8PVLJ
2025-03-17 10:40:19

I would assume yes to this: Only those needing medical info require a HIPPA doc?

deleted-U06C7A8PVLJ
2025-03-17 10:40:43

I seen those as separate docs and some part of the retainer

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:40:58

Ya just wanted to make sure we don’t always include it

deleted-U06C7A8PVLJ
2025-03-17 10:41:23

I think most cases have it but I don't think all based on what they are suing for haha

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:41:55

Lastly Signed e-Sign QA status can be a “final” status correct? Like it will indefinitely stay there and not go Final but that is okay?

deleted-U06C7A8PVLJ
2025-03-17 10:42:13

Correct

deleted-U06C7A8PVLJ
2025-03-17 10:42:51

We have Signed e-Sign QA because sometimes we had accidently changed it to a different status after it was signed e-sign final. So since we can't put it back into signed e-sign final since it will send out an automation we created SIgned e-SIgn QA

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:43:14

Do we use the “Signed Contract - Intake Complete”? If so, is the equivalent of a final?

deleted-U06C7A8PVLJ
2025-03-17 10:43:51

That is a new status i've never seen before

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:43:52

When would we use it vs one of the other final statuses

deleted-U06C7A8PVLJ
2025-03-17 10:44:04

Let me ask real quick what that means lol

deleted-U06C7A8PVLJ
2025-03-17 10:45:01

Okay I got confirmed that is an old status and no cases are using it so disregard intake complete one

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:46:09

Ok thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 10:46:23

Does anyone use the HIPPA signed status?

deleted-U06C7A8PVLJ
2025-03-17 10:47:37

Yeah looks like CSP team does use that status

image.png
deleted-U06C7A8PVLJ
2025-03-17 10:47:53

So secondary / post retainer stuff

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 11:08:42

Ok thanks

deleted-U06C7A8PVLJ
2025-03-17 11:12:41

You're welcome

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-17 14:34:47

Were you interested in the BI Flatirons role?

deleted-U06C7A8PVLJ
2025-04-18 09:16:33

I am all 👂:skintone2:s to learn more about it

deleted-U06C7A8PVLJ
2025-04-23 19:00:36

Hey Nick. Can you let Brittany know about my time card in the terms of what you stated since what I showed Cameron and as I was waiting for him was all business related 🙌

deleted-U06C7A8PVLJ
2025-04-23 19:01:06

Posting since I told her that I'll do a time correction for it prior to you telling me that so may be easier if you stated that as well

deleted-U06C7A8PVLJ
2025-04-24 15:31:12

Hey Nick. Let me know when you are available so we can head our way to Shellie

deleted-U06C7A8PVLJ
2025-05-06 13:18:23

If possible, if we can set up a meeting with Ryan tomorrow with Ahsan so we can ask him more questions about the flatirons financials that would be greatly appreciated. I want to understand the "table" of ryan's like where it is pulling it's data, how is it calculated, etc so that if something is off I am not just accepting his tables as the source of truth but also able to reconcile it properly. I say tomorrow because I believe that is Ahsan's last day (my guess) and he does the weekly flatirons things so he can probably ask the more "better" questions on where each fields is getting their values, etc.

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-06 16:06:41
image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-06 16:06:52

did you have this issue with JPs latest file?

deleted-U06C7A8PVLJ
2025-05-06 16:07:13

Yeah where his files are corrupted

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-06 16:07:35

Ok I will message him

deleted-U06C7A8PVLJ
2025-05-06 16:09:31

Thank you 🙏

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-05-07 13:30:21

Hey @Nicholas McFadden friendly heads up. For our 1:00 pm meeting I think we should cancel it because:

  1. Looks like Ryan can't attend
  2. Ryan and Ahsan and myself got together in a google meet yesterday to go over the financials so we should be good for now
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-07 13:52:04

Ya I am good with that

deleted-U06C7A8PVLJ
2025-05-07 13:52:20

Sounds good :laptop_parrot:

deleted-U06C7A8PVLJ
2025-05-09 13:35:47

@Nicholas McFadden I shall send you the report shortly but to answer your question we are only off by 1 which is this lead ID #. 725498 Currently it is in Signed e-Sign FINAL status which is billable.

The reason it isn't on the flatirons benchmark that Alan and Cameron sees in the daily is because this lead became final AFTER we received our report at 12:00 am this morning. Therefore it wasn't included since this went into final today.

Tomorrow or Monday when we paste in the data into All data tab it will be there. So it was a "timing" thing. I am also attaching a screenshot to verify that this lead indeed went into final AFTER we received our morning report

image.png
deleted-U06C7A8PVLJ
2025-05-09 13:37:49

Here is that report. The first tab to the left I highlighted that lead ID # yellow to show it is in Law Ruler but not in flatirons benchmark because our daily report was generated BEFORE that lead went into final which it went into final at 6:00 am - ish while we receive our report 12:00 am ish

Mary BG Report Flatirons.xlsx
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:37:52

What was the total count?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:37:55

great work

:laptop_parrot: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-05-09 13:38:19

319 is the correct total count it should be 318 is what is shown in flatirons benchmark

deleted-U06C7A8PVLJ
2025-05-09 13:38:45

it will be updated to 319 when we receive our next report (unless they need it to show that today then we will have to run a fresh new report which I will get reporting team to do that if needed)

deleted-U06C7A8PVLJ
2025-05-09 13:39:42

Flatirons Benchmark 318 while report shows it as 319 which 319 is correct.

image.png
image.png
deleted-U06C7A8PVLJ
2025-05-09 13:41:07

For Signed & DECLINED statuses they are matching. 19 with 19. (Just in case you need that too)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:51:43

They are wanting to make our numbers match to this

Flatirons_Medical_Record_Tracker_05_09_2025.xlsx
:eyes_3d: deleted-U06C7A8PVLJ
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:52:14

which is what they send us but if they don't exactly it is probably due to something we harded or don't have the ID for or something

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:52:58

Not saying they don't but just want confirmation. I am conducting an interview

deleted-U06C7A8PVLJ
2025-05-09 13:54:51

Copy. I can check if all those 319 law ruler ID #s are in that excel file you sent me (jp's report) ?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:59:29

Ya that's what Cam sent

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 13:59:44

He said make sure every single claim in there matches what we have in our reports

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:00:07

it should since we use that file but if we have hard coded things in we need to address why

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:00:57

every single claimant**

deleted-U06C7A8PVLJ
2025-05-09 14:00:58

Ah i see and the "hard coded" will be the config file that has one for one matching (law ruler + case number)

deleted-U06C7A8PVLJ
2025-05-09 14:01:04

Yeah I see what you are asking

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:07:21

Ya ultimately need to just confirm we have all of those in there file in ours and the only reason I can think of why it wouldn't is due to having to hard code something or its closed on our end but not theirs etc

deleted-U06C7A8PVLJ
2025-05-09 14:09:09

Yeah I am researching it as we speak and looks like that since they all have law ruler ID #s to them so maybe they are not the correct law ruler ID #. I will investigate

deleted-U06C7A8PVLJ
2025-05-09 14:11:24

So far these are the ones that did not match (I am going to look into LR ID#s that they have to see if wrong case type or wrongly matched, etc)

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:12:31

Ok thank you

deleted-U06C7A8PVLJ
2025-05-09 14:20:17

506323 - Case type is MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal 497150 - Case type is MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal 543337 - Case type is MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal 496241 - Case type is MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal 510010 - Case type is MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal 568172 - Case type is MD Juv Abuse TV - DiCello Levitt - DL/Flatirons - Shield Legal and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal

Is that fine?

deleted-U06C7A8PVLJ
2025-05-09 14:20:30

They are not the same case type

deleted-U06C7A8PVLJ
2025-05-09 14:20:53
image.png
deleted-U06C7A8PVLJ
2025-05-09 14:21:39

598285 572575 These two leads have a law ruler ID # that are hair relaxer and not MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal. Someone must of matched it wrong or sent them a hair relaxer client for MD Juv Hall BG Flatirons

image.png
deleted-U06C7A8PVLJ
2025-05-09 14:22:39

These last two looks like we may just need to update the config to have them match properly which I can do that now. Case Number Law Ruler ID 255513 385248 304213 362640

image.png
deleted-U06C7A8PVLJ
2025-05-09 14:37:31

Okay I reached out to Alan he said he will look at it with me but is taking his lunch at this moment @Nicholas McFadden

deleted-U06C7A8PVLJ
2025-05-09 14:42:00

Also I updated our config to the correct needles (posting for yours and my reference)

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:42:44

Ill be done here soon. Then we can sit down

deleted-U06C7A8PVLJ
2025-05-09 14:42:51

Sounds good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:42:53

or if you havent had lunch

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:42:57

go get it now

deleted-U06C7A8PVLJ
2025-05-09 14:43:05

kk I took mine earlier ago so I should be fine

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 14:43:09

then we can reconvene

deleted-U06C7A8PVLJ
2025-05-09 14:43:11

I am just working on Ryan's financials stuff

deleted-U06C7A8PVLJ
2025-05-09 14:43:13

kk

deleted-U06C7A8PVLJ
2025-05-09 15:39:55
image.png
deleted-U06C7A8PVLJ
2025-05-09 15:40:13

The ones to the left are the old needles and the ones to the right is the new

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 18:41:49

Not having a DL case number match shouldn’t affect our financial benchmark

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 18:42:16

Just please confirm the financial report count is also matching up.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 18:42:48

Not just the data file but how the actual roll up and counts are calculated. Does that make sense?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 18:43:03

Just confirm the code is picking things up properly

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 18:44:05

Right up email for all the differences that materially matter to them. Thanks again

deleted-U06C7A8PVLJ
2025-05-09 18:54:57

Sounds good. I finished talking to Daniel and we went into detail for all of them. I wanted to see if I can call you (if you have a chance) we so can discuss the email part? I have the report here but I can go over the details with you and I can then give you the proper counts

MD Juv Hall Abuse DL - BG - Flatirons - JP Report 5-9-2025 Compared To Flatirons Benchmark Script Today.xlsx
deleted-U06C7A8PVLJ
2025-05-09 19:10:41

I am getting that email prepared for you and I'll send it to you so that you can tell me if it has everything you need or if we need more details

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:11:04

Ya send it I’ll try to look before take off

deleted-U06C7A8PVLJ
2025-05-09 19:32:24

Okay I just emailed you (just you) my findings.

deleted-U06C7A8PVLJ
2025-05-09 19:32:37

I typed it normally and used AI to make it sound a bit more professionally.

deleted-U06C7A8PVLJ
2025-05-09 19:33:12

Here is my original email however I think the one I sent you sound more professional. Just in case you want to compare the two

Original email.txt
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:43:55

Looks good to me good job

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:44:30

I’m going to forward it to them. Should be a good show of your skills!

deleted-U06C7A8PVLJ
2025-05-09 19:46:57

Thank you ! The email one or the .txt one? lol

deleted-U06C7A8PVLJ
2025-05-09 19:47:05

I sent you one (through email)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:47:12

your email

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:47:18

You sent me

deleted-U06C7A8PVLJ
2025-05-09 19:47:24

Also a big shout out to daniel because of him I couldn't have found this. This is why I also need litify access lol

deleted-U06C7A8PVLJ
2025-05-09 19:47:28

Gotcha okay sounds good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:51:28

Wait those 6 at the bottom those were never sent to DL?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:54:58

Is that not part of the 287?

deleted-U06C7A8PVLJ
2025-05-09 19:55:03

Checking

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:55:27

The whole additional findings section

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 19:55:36

How does that affect the numbers?

deleted-U06C7A8PVLJ
2025-05-09 19:57:15

Basically we looked up those clients in litify and we don't see a profile created for them

deleted-U06C7A8PVLJ
2025-05-09 19:57:17

in litify

deleted-U06C7A8PVLJ
2025-05-09 20:43:37

Their count is 285 while our count is 320

deleted-U06C7A8PVLJ
2025-05-09 20:43:53

The duplicates doesn't affect their numbers since they are going to be treated as "one" instead of two

deleted-U06C7A8PVLJ
2025-05-09 20:44:17

Daniel and I verified we found 6 (which was bottom of their email) are not within JP's report nor do they have a litify account

deleted-U06C7A8PVLJ
2025-05-09 20:45:28

So I am guessing if we have 320 and they only have 285 then they may need 15 + 20 which is 35 to get it from 285 to 320

deleted-U06C7A8PVLJ
2025-05-09 20:45:48

Also brittany has offered us help on this with her team tomorrow since some agents want to do OT. Not sure if we can also have this additional assistance

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-21 11:18:04

Did you finish the NH audit?

deleted-U06C7A8PVLJ
2025-05-21 11:20:58

There are 4 I couldn't match with in Litify but for the most part yes

deleted-U06C7A8PVLJ
2025-05-21 11:21:28

I believe those 4 are not in JP's report at all

deleted-U06C7A8PVLJ
2025-05-21 11:22:32

So I got the intake ID, secondary IDs and matched with case numbers and I found which clients they don't have in their report (JP's report): Is there anything else to the audit you think is worth checking out or additional things?

image.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-21 11:26:34

not at the moment

🙌:skin_tone_2: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-05-21 11:27:31

Oh okay. Yeah I can do that for the other campaigns. I got majority of the MD BG/DL one complete too. I am just working on storing this into a nice gold set table to keep track of and also updating the vitals on it too (so that law ruler has it) and so does my table

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-21 11:30:29

let me take a look

👀 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-04 17:51:04

Hey @Nicholas McFadden I had sent you those intake / secondary files through your email

deleted-U06C7A8PVLJ
2025-06-04 17:51:16

Feel free to forward it to Doug and/or edit the email a bit then send it to him.

deleted-U06C7A8PVLJ
2025-06-04 17:51:33

Also if you can CC me on there I can reply back to it if he has any questions about it as well.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 18:13:53

Thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 18:14:24

Can you add a jira story

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 18:15:05

“Flatirons SA Pivot Tables”

✅ deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-05 17:37:40

Hey @Nicholas McFadden when you get the chance sobo wanted to ask you questions about the DeMayo to pick your brain if it would work better as a solution compared to creating new case types

deleted-U06C7A8PVLJ
2025-06-05 17:38:11

We popped by your office but didn't see you so he wanted to follow up with you on this tomorrow if needed

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 17:01:10

nhorattas@dicellolevitt.com

deleted-U06C7A8PVLJ
2025-06-23 10:51:21

Hi @Nicholas McFadden may you give me your approval on this by letting sean know that I am requesting two 27 inch screen protectors

Sean Marshall (https://tortintakepros.slack.com/team/U06P04PA7B4)
<p>For office orders I just need your supervisors approval and I can add it to the next order. We usually order for 2 different sizes, 27 inch and 24 inch, which we have the link saved for. I would just need to know which of those sizes it would be and I can add it to the next order.</p>
Slack Conversation
deleted-U06C7A8PVLJ
2025-06-26 07:45:01

Hey Nick. I was able to wrap up those two dashboards and now going to sleep. Cameron stated he needed a rush order on the San Bernardino one so he gave me time for today so I am sending that to him (the link) and hopefully he doesn't have too many questions to ask about it since I shall be getting some sleep right now 😅

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deleted-U06C7A8PVLJ
2025-06-27 17:31:56

Daily / Weekly / Monthly tasks Hi @Nicholas McFadden I am sharing with you the spreadsheet as requested that holds what I think are my daily / weekly / monthly tasks for you to share with Cameron if needed or anyone else

Edward's Daily/Weekly/Monthly Tasks
deleted-U06C7A8PVLJ
2025-06-27 17:32:08

I will add more if more comes to mind but I summarized it all for now

deleted-U06C7A8PVLJ
2025-06-30 10:17:04

Daily / Weekly / Monthly tasks Hi @Nicholas McFadden I am sharing with you the spreadsheet as requested that holds what I think are my daily / weekly / monthly tasks for you to share with Cameron if needed or anyone else

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-13 13:57:31

495389

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-13 13:57:42

504385

deleted-U06C7A8PVLJ
2025-08-13 17:31:16
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deleted-U06C7A8PVLJ
2025-08-13 17:31:40

Basically is la count or ca juv hall (not sure which exact case type) but one of them it is saying 05/04/2025

deleted-U06C7A8PVLJ
2025-08-13 17:31:58
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deleted-U06C7A8PVLJ
2025-08-15 14:18:49

Here are my findings so far. Will be digging into more about the code. It must of happened within the last 7-14 days is my guess since is around when we started receiving the .csv

My Findings.docx
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 15:39:53
Untitled
deleted-U06C7A8PVLJ
2025-08-15 19:28:16

Still working on the validation enhancement part of the script but giving you a sneak peak of an ideal "error" where if things are not matching it will stop script and let me know what the issue is. Will go over more with you in detail once I get it sorted out

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deleted-U06C7A8PVLJ
2025-08-15 19:28:36

Note not all of those are mistakes but rather just me testing it out

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 19:29:43

Ok looking good

👀 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-08-15 19:32:11

Yeah I am also going to figure out the logic to look for .csv instead of .xlsx but otherwise the two things we discussed I should have that ready by today

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-08-15 20:15:47

Okay I will post into the group chat that we are in that I was able to add in those features and next week we can review the code if needed but I built in those checkers, it will tell me the problems in a print statement and it was the column headers that caused it not to paste correctly which I fixed that. Also code now accepts .csv instead of .xlsx which we can always switch to .xlsx or build for both but for now it should be fine with .csv

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:16:30

Ok great

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:16:38

Good job

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:17:02

Well iron out the rest together

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:17:19

I just have to get the financials by Tuesday

deleted-U06C7A8PVLJ
2025-08-15 20:17:48

Thanks ! I am going to see how I can improve the code some more now that I am doing the reconciliation daily I can see how I can make it better. Sending a screenshot so you can see how it looks when it is successful:

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🙏 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-08-15 20:17:57

Oh okay let me know if you need help with that I can see what I can do if needed

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:18:44

Awesome logging

🙌:skin_tone_2: deleted-U06C7A8PVLJ
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:19:45

I think we will be good just have to focus and validate that we are accounting for as much as we can

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:20:03

These old financials suck

deleted-U06C7A8PVLJ
2025-08-15 20:31:40

Yeah that makes sense. Yeah when I was reviewing the ones nancy was sending it didn't make sense to me at first so I can see why she asked lol

deleted-U06C7A8PVLJ
2025-08-15 20:31:49

One day we will have nice and clean data one day lol

😂 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-15 20:48:08

Ya lol well good work let me know if you need anything

deleted-U06C7A8PVLJ
2025-08-15 20:51:17

Sounds good. Will do thanks for the good idea on those validation checks :catroombaexceptionally_fast:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-22 11:47:14

@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.

  1. This is a new vertical "California JDC Abuse", example landing page here: https://shieldjusticewatch.com/california-jdc-abuse-lawsuits/
  2. 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.
    1. We need to do this for each and every law firm that is active and ensure the filters are 1000% correct and accurate
  4. 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)
  5. The above campaigns share budgets with the main "base" standalone, so you will all need to watch budgets carefully
  6. Ryan these need to integrated into all customer dashboards
  7. Malissa you will need to subm it these as "new campaigns" into call center channel to ensure they are all set up properly
  8. 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)
  9. Mark Maniora once you create one set up contracts for a firm, please slack me and I will review and validate filters. Thanks all!
:ty: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-08-22 15:50:34

DeMayo Clients Table - TIP Project

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deleted-U06C7A8PVLJ
2025-08-25 15:38:39

@Nicholas McFadden

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deleted-U06C7A8PVLJ
2025-08-28 13:49:06

blind

🤣 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-08-28 13:49:12

I see no problems

deleted-U06C7A8PVLJ
2025-08-28 14:02:25

I think we should still let Ryan know for all his dashboards, if they rely on Signed & Declined to also include the re-triggered version of it. Just to cover our tails

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 14:49:29

What do you think could be the reason for the 3 Cam questions? Backfill?

👀 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-08-28 14:50:55

Hmm if it is signed & decline is that part of the budget?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 14:51:13

The weird part is he is saying revenue

deleted-U06C7A8PVLJ
2025-08-28 14:51:21

Also I am wondering if the reconciliation that Zek and Brittany is doing if they are fixing things that were missed

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 14:51:52

That could be

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 14:54:13

In the weekly file you send Nancy

deleted-U06C7A8PVLJ
2025-08-28 14:54:23

Yeah I am wondering if that is the case if we checked the benchmark report from last week compare to the previous week before that that may do the trick

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 14:54:33

Do you see new leads for those campaigns recently?

deleted-U06C7A8PVLJ
2025-08-28 14:54:44

I shall check

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 14:55:31

If they’ve been turned off we shouldn’t have it in our reports but if we do we need to figure out which leads it thinks are going he extras and see what’s going on with them

deleted-U06C7A8PVLJ
2025-08-28 14:58:14

Yeah. I am going to be sending a bunch of screenshots to help with the investigation here

deleted-U06C7A8PVLJ
2025-08-28 14:58:30

Weekending 8/17/2025:

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deleted-U06C7A8PVLJ
2025-08-28 14:58:50

Weekending 8/24/2025:

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deleted-U06C7A8PVLJ
2025-08-28 14:58:56

Difference #1

deleted-U06C7A8PVLJ
2025-08-28 15:01:09

Tab is CL EO. The difference is only week 17 and difference is 10,500

deleted-U06C7A8PVLJ
2025-08-28 15:02:54

Weekending 8/17/2025:

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deleted-U06C7A8PVLJ
2025-08-28 15:03:13

Weekending 8/24/2025:

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deleted-U06C7A8PVLJ
2025-08-28 15:03:37

Tab is CL. The difference is weeks 24, 27, 28, 30 and 32

deleted-U06C7A8PVLJ
2025-08-28 15:04:16

I recalled updating these values in template 1 on Monday based on whatever values what in Ryan's tables (the same bigquery that I use every week) so the changes has to have came from there in my opinion

deleted-U06C7A8PVLJ
2025-08-28 15:05:34

So based off that, that is telling me someone is reconciling to doing things in law ruler which ultimately got reflected into me manually changing those values

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 15:14:23

But what could they do for that to show up?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 15:15:08

Like why would updating answers or moving status to retrigger increase the revenue?

deleted-U06C7A8PVLJ
2025-08-28 15:17:01

That is a good question. I shall look into that shortly with the benchmark reports. I am going to post more screenshots

deleted-U06C7A8PVLJ
2025-08-28 15:17:27

Weekending 8/17/2025:

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deleted-U06C7A8PVLJ
2025-08-28 15:18:02

Weekending 8/24/2025:

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deleted-U06C7A8PVLJ
2025-08-28 15:18:22

CPAP tab. Changes were with weeks 1, 13 and 15

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 15:19:08

Good narrowing down the weeks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 15:19:43

Looks like each got 1 more lead

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-28 15:21:41

They aren’t reaching out to the PNC during the reconciliation correct? Like they aren’t calling those in limbo. That haven’t progressed in the milestones but finally got a couple?

deleted-U06C7A8PVLJ
2025-08-28 15:31:05

That is a good question for operations tbh since I am not sure what their process is

deleted-U06C7A8PVLJ
2025-08-28 15:48:36

Hair Relaxer - Weekending 8/17/2025:

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deleted-U06C7A8PVLJ
2025-08-28 15:49:51

Hair Relaxer - Weekending 8/24/2025

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deleted-U06C7A8PVLJ
2025-08-28 15:55:34

Okay for hair relaxer the issues are weeks 29, 30 and 38

deleted-U06C7A8PVLJ
2025-08-28 17:10:16
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deleted-U06C7A8PVLJ
2025-08-28 18:09:10

This one above is weekending 1/7/2024 for CPAP - 362831 - Signed & declined, removed from financials, luis changed to signed and qa, it doesn't automatically go back into the financials then zek and brittany preform reconciliation and noticed it needed to be added back into the financials

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:14:50

*Thread Reply:* DL Case Number: 254872

Approved to be SIGNED & DECLINED per Tony Jones. Call notes- Spoke with phillips representative, said the clients information does not pull up on their system. 5.21.24 8:30am: called, no answer. dial tone sounds toward the end and unable to leave VM 5.22.24 7:30 am: called, no answer. no dial tone, call just disconnected without possibility of leaving VM 5.23.24 6:24 am: Called, no answer. no dial tone, call discconnected without possibility of leaving VM

Moving to Signed e-Sign QA. Dicello has confirmed that this case is still open.

deleted-U06C7A8PVLJ
2025-08-28 18:10:28

This one below is weekending 3/31/2024 for CPAP - 454308 - Signed & declined, removed from financials, luis changed to signed and qa, it doesn't automatically go back into the financials then zek and brittany preform reconciliation and noticed it needed to be added back into the financials

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Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:18:57

*Thread Reply:* DL Case Number: 256513

Approved to be SIGNED & DECLINED per Tony Jones. Call notes- Not Registered with Phillips 5.21.24 8:37am called no answer. VM full, unable to leave a message. 5.22.24 7:46am called no answer. VM full, unable to leave a message. 5.23.24 6:27am called no answer. VM full, unable to leave a messge.

Moved to Signed e-Sign QA because Dicello has confirmed that this case is still open.

deleted-U06C7A8PVLJ
2025-08-28 18:53:00

This one below is weekending 4/14/2024 for CPAP - 468814 - Signed & declined, removed from financials, luis changed to signed and qa, it doesn't automatically go back into the financials then zek and brittany preform reconciliation and noticed it needed to be added back into the financials

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Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:25:09

*Thread Reply:* DL Case Number: 256848 Changed to Signed & DECLINED: None Changed to Signed e-Sign QA: Dicello has confirmed that this case is still open. Changed to Signed e-Sign Billable Declined by Firm: Decline per the firm: No medical diagnosis or unrelated medical diagnosis

deleted-U06C7A8PVLJ
2025-08-28 18:53:07

All Cpaps have been found above

deleted-U06C7A8PVLJ
2025-08-28 19:02:03
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deleted-U06C7A8PVLJ
2025-08-28 19:05:18
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deleted-U06C7A8PVLJ
2025-08-28 19:43:26

Going to give you an example of one

Law Ruler ID: 468814 Case ID: 256848 • 07/07/2024 – LV Tony Jones moved client from Signed e-Sign FINAL → Signed & Declined. No decline reason noted. • 04/30/2025 – LV Luis Cortes moved client from Signed & Declined → Signed e-Sign QA after paralegal email confirmed client was “in settlement program.” (Billable status, but did not auto-update financials.) • 08/15/2025 – LV Dustin Surwill changed status to Signed e-Sign Re-Triggered so integration team could push client into DL (Litify). • 08/20/2025 – LV Luis Cortes updated to Signed e-Sign – Billable Declined by Firm after DL medical report showed closed case with rejection reason: “no medical diagnosis or unrelated medical diagnosis.” Key Issue: • When this client was first moved to Signed & Declined on 07/07/2024, financials required a manual update. • Later, when the status changed back into a billable category (Signed e-Sign QA), the financials did not update automatically. This required manual intervention and direct notification to Ryan / Zek / Edward, etc to ensure the client was re-added back into the financials. • This gap was only caught during reconciliation when TIP vs SL numbers were off, prompting a manual investigation. 👉 I’ve attached screenshots showing the status history, confirmation of the “in settlement” communication, and the most recent DL report confirming the closed/rejected outcome.

Summary: On 04/22/2025, we emailed the paralegal noting that this client was marked as Signed & Declined in Law Ruler but still showing as Open in Litify. The paralegal replied that the client was in settlement, so we updated the status from Signed & Declined → Signed e-Sign QA. Recently, the latest medical records report from JP now shows the client as Closed with the rejection reason “no medical diagnosis or unrelated medical diagnosis.”

When the client was first moved from Final → Declined, we correctly removed them from financials. However, when they later moved from Declined → Billable (QA), our financials process requires manual awareness to add them back in. Since that step didn’t occur at the time, it was only caught during the current financials cleanup and reconciliation.

deleted-U06C7A8PVLJ
2025-08-28 20:29:02

Case Summary (Law Ruler ID: 468814, Case ID: 256848) • 07/07/2024 – Client was moved by LV Tony Jones from Signed e-Sign Final → Signed & Declined. No decline reason documented. • 04/30/2025 – After our 04/22/2025 email to the paralegal, they confirmed the client was “in settlement.” (Screenshots #3 & #4). Based on that communication, LV Luis Cortes updated the status from Signed & Declined → Signed e-Sign QA. This made the client billable again, but the change did not flow through to financials automatically. • 08/15/2025 – LV Dustin Surwill set status to Signed e-Sign Re-Triggered so the integration team could conduct the backfill into Litify. • 08/20/2025 – LV Luis Cortes updated the status to Signed e-Sign – Billable Declined by Firm after DL’s medical records report showed the case as closed with rejection reason: “no medical diagnosis or unrelated medical diagnosis.” (Screenshot #2)

Key Issue: When the client was first marked Signed & Declined (07/07/2024), they were correctly removed from financials. However, when the client later transitioned back into a billable status (Signed e-Sign QA), there isn’t an auto update into the financials because we want to manually review before changing the financials. At present, once a client hits a billable status it is recorded, but subsequent status changes require manual awareness and intervention to ensure financials remain aligned. This gap meant the client remained excluded from financial until we made the changes during our current reconciliation project.

Supporting Evidence: • Screenshot #1 – Client Rejection Reasons.png: Rationale behind status toggles between closed/open. • Screenshot #2 – JP Medical Record Report 08/28/2025.png: DL report confirming closed/rejected outcome. • Screenshots #3 & #4 – SL Emails DL Paralegals.png / Paralegal Replied Back to SL.png: Email exchange showing paralegal confirmation of “in settlement” status. • Screenshot #5 – Status History – Law Ruler.png: Complete history of client’s status changes.

deleted-U06C7A8PVLJ
2025-08-28 20:29:09

This is the latest message

deleted-U06C7A8PVLJ
2025-08-28 21:20:21

Edward receives a daily status report that includes all signed & declines all times. He runs a SQL query to notify which ones are in a billable status in TIP's database while the law ruler report says they are signed & decline. Once he receives those leads he manually updates those billable leads to signed & declines to reflect what law ruler says. He then posts those lead IDs in admin tip logistics - slack channel so that Zek can then remove those clients from SL financials

deleted-U06C7A8PVLJ
2025-08-28 21:25:02

SELECT signeddate,currentstatus,parentcasetype,typeofcase,lpleads1, firstname, lastname, lpleadid, lrleadid,** FROM public.financial_log WHERE ( -- CUT AND PASTE THE NEW ONES FROM THE TIP SQL TOOLS SHEET BELOW HERE -- DO NOT DELETE THE BRACKETS

lrleadid = '585829' OR lrleadid = '579381' OR lrleadid = '579092' OR lrleadid = '576732' OR lrleadid = '578756'

) AND currentstatus NOT IN ('Signed & DECLINED', 'Signed e-Sign - Billable Declined by Firm', 'Signed e-Sign Client Opt Out') ORDER BY signeddate DESC

deleted-U06C7A8PVLJ
2025-08-28 23:08:47

Sorry give me 5 mins i will be back on

deleted-U06C7A8PVLJ
2025-08-29 12:30:39

This one below is weekending 4/28/2024 - CL EO Tab - 478319 Signed e-Sign Final to Client OPT Out on 04/24/2024 08:25:37 AM then into Signed e-Sign Client Opt Out on 04/24/2024 01:40:46 PM then went into Signed e-Sign QA on 04/30/2025 06:16:29 PM then to Signed e-Sign RE-TRIGGERED on 08/15/2025 08:34:35 PM.

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Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:05:53

*Thread Reply:* DL Case Number: 257388

Changed to Client OPT Out because PNC called in to put a hold on the filing process because of fees - wants to cancel filling

Changed to Signed e-Sign QA because DL confirmed that this case is still open

deleted-U06C7A8PVLJ
2025-08-29 12:53:53

This one below is weekending 6/16/2024 (part 1) - CL Tab - 502902 Signed e-Sign FINAL to Signed & DECLINED on 01/16/2025 05:43:34 PM, then Signed & DECLINED to Signed e-Sign QA on 04/30/2025 06:12:10 PM then Signed e-Sign QA to Signed e-Sign RE-TRIGGERED on 08/15/2025 08:34:35 PM.

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Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:01:50

*Thread Reply:* DL Case Number: 259157

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:29:30

*Thread Reply:* Changed to Signed & DECLINED due to JP's Medical Tracker showing closed

Changed to Signed e-Sign QA because DL confirmed that the case is still open.

deleted-U06C7A8PVLJ
2025-08-29 14:07:29

@Nicholas McFadden I'll do 28 and can you do 27 for CL

deleted-U06C7A8PVLJ
2025-08-29 14:07:44

Week 27 for CL is off by two. I only found 1 so far

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 14:18:52

CL - Weekending 30 - 547136

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Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 14:29:44

*Thread Reply:* DL Case Number: 303114; Went from Signed e-Sign QA WIP to Signed & DECLINED on 08/06/2024 because the PNC's diagnosis is not confirmed. The file was WIP'd on 7/24/24 to confirm his diagnosis. The PNC has been unresponsive to all phone calls; however, the PNC texted an image of his medicine when asked about his diagnosis on 7/30/24. The PNC opted out of texting the following day and has been unable to answer any calls. Then went from Signed & DECLINED to Signed e-Sign QA on 04/30/2025 due to DL confirming that the case is still open.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 14:22:03

@deleted-U06C7A8PVLJ for week 30 there is a change of two as well but I could only find one. Both weeks only had 10 leads but financials increased to from 9 to 11 so no clue where that 11th lead is

deleted-U06C7A8PVLJ
2025-08-29 14:22:56

Okay I am getting together with James to see if he can run something in bigquery to help us with that

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-08-29 14:49:59

Weekending 08/11/2024 - CL TAB - 505123 History: 08/07/2024 08:39:30 AM - Signed e-Sign FLAGGED to Signed & DECLINED then 04/30/2025 06:13:10 PM Signed & DECLINED to Signed e-Sign QA then 08/15/2025 08:34:35 PM Signed e-Sign QA to Signed e-Sign RE-TRIGGERED

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 14:53:42

*Thread Reply:* Changed to decline because the PNC is unsure if he has a liver or kidney ailment and was unable to recall what his specific diagnosis was with the PD agent. The PNC was also unable to recall this information with the intake agents he had spoken to.

Changed from Declined to Signed e-Sign QA because DL confirmed that the case is still open

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-29 15:01:03

*Thread Reply:* DL Case Number: 303107

deleted-U06C7A8PVLJ
2025-08-29 14:50:13
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deleted-U06C7A8PVLJ
2025-08-29 16:22:35

You can see that there are multiple leads going from decline status back into billable status after being in decline status for 6-12 months