James Turner (jturner@shield-legal.com)
2024-09-24 14:23:29

jturner@shield-legal.com

James Turner (jturner@shield-legal.com)
2024-09-27 18:24:45

Hey there~ Is it alright if we sync for a 1:1 for a little before I head out? Nothing too long, just like 5-10min.

James Turner (jturner@shield-legal.com)
2024-10-01 15:36:31
image.png
James Turner (jturner@shield-legal.com)
2024-10-01 17:23:14

https://tortintakeprofessionals.monday.com/boards/4592476097

tortintakeprofessionals.monday.com
Welcome to monday.com | a new way of working
<a href="http://monday.com">monday.com</a> Work OS is an open platform where anyone can create the tools they need to run every aspect of their work.
Original URL: https://tortintakeprofessionals.monday.com/boards/4592476097
James Turner (jturner@shield-legal.com)
2024-10-01 17:42:05

I'm happy to take on some of the 'painful' communication points if that may help

James Turner (jturner@shield-legal.com)
2024-10-02 13:34:49

https://miro.com/welcomeonboard/UTZFRFJHNERMOVphWVZ6c2x2UEVIOHE2VnpqV3Z4cmk0VE82M[…]uUTY2anwzNDU4NzY0NjAxMDQzOTgyMjQ3fDI=?sharelinkid=144474682063

https://miro.com/
Sign up | Miro | Online Whiteboard for Visual Collaboration
Scalable, secure, cross-device and enterprise-ready team collaboration whiteboard for distributed teams. Join 30M+ users from around the world
Original URL: https://miro.com/welcomeonboard/UTZFRFJHNERMOVphWVZ6c2x2UEVIOHE2VnpqV3Z4cmk0VE82MGNpUndUSEJCSldHYmFZNzNkTnV1SUZuUTY2anwzNDU4NzY0NjAxMDQzOTgyMjQ3fDI=?share_link_id=144474682063
James Turner (jturner@shield-legal.com)
2024-10-04 12:03:42

Got the report ready to share with you- can we do a quick call so I can walk you through it?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:45:24

Lets review at 11:30am

đź‘Ť James Turner
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 13:18:44

@James Turner don’t worry about meeting on the client opt outs. Focus on figuring out how wide spread this issue is and put together the communication that we will need to send out to all those affected instead. We can circle back later today or review next week.

đź‘Ť James Turner
James Turner (jturner@shield-legal.com)
2024-10-04 13:21:23

Understood! I have Ashan getting the list together of all affected currently- Dustin is running me through that planned fix- Once Ashan has that list, Ill get that commmunication template ready to go before training the other 2

đź‘Ť Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-10-04 15:54:10

On that communication, should it be from Shield Legal or Tort?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 15:58:12

Shield is fine

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 15:59:41

If they haven’t been added it would be a good time to add the contacts we need to notify on the Gsheet and in Monday.

đź‘Ť James Turner
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 16:02:28

I’ll need a list of who needs to be sent your template email for each campaign affected

James Turner (jturner@shield-legal.com)
2024-10-04 16:03:04

Can you send me an email so I can copy your signature?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 16:04:40

Sent one

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 16:06:00

If we know which ID from their system it would be good to pass that along with each email

James Turner (jturner@shield-legal.com)
2024-10-04 16:06:33

Thank you!

VGA was impacted but we managed to retrigger all of their leads.

Ashan is still going through the audit of what is working and what is not- He says it seems to be going back as far as Sep 17th.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 16:06:59

Shit really?!

James Turner (jturner@shield-legal.com)
2024-10-04 16:08:53

VGA and Lackin-Lackin were both impacted, VGA has been resolved, Lackin has been partially resolved- everything else we are working on with that list of zip files is what we believe may be impacted since they use SmartAdvocate and that connection seems to be what has broken

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 16:10:18

Ok

James Turner (jturner@shield-legal.com)
2024-10-04 16:22:39

Re-synced with Ahsan- this is the potential impact list as of now: https://docs.google.com/spreadsheets/d/1i4D_i7_kd2NTXV0LzUWuYdGPYff3CNojIIYpAv45es4/edit?usp=sharing

From what I have been told, the only one where the client is still being impacted currently is PA Juv Hall Abuse - Lakin - Lakin - Shield Legal - we expect "PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal" to go down at some point which is why we are jumping on a fix for that now as well.

Most are still in a QA status without the pipeline being on yet, so the majority the stuff we are jumping on now, is actually pre-emptive

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 17:26:44

Ok I’m not feeling well so to make sure it isn’t relying on me, can you send out any communication necessary

James Turner (jturner@shield-legal.com)
2024-10-04 17:28:22

You're all good- I gotcha.

I think I'm just picking up what you have, started feeling it last night- gonna do everything I can to rest through the weekend and be solid Monday

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 17:29:31

Ok great thank you. Mine isn’t contagious but yes rest up.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 17:54:56

You left my title in your email signature

James Turner (jturner@shield-legal.com)
2024-10-04 18:00:24

Oh dangit- Sorry about that

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 18:00:39

No worries

James Turner (jturner@shield-legal.com)
2024-10-04 18:01:05

If they email back, I'll correct myself- no reason to double message for now when we have a good fix on the way

đź‘Ť Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-10-07 11:35:05

Hey there, how are ya feeling today?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-07 11:49:34

Still not great but have some appointments, thanks for asking. I'll be in tomorrow but if you need anything let me know

James Turner (jturner@shield-legal.com)
2024-10-07 11:59:04

Sure thing' I hope you feel better soon. Anything I can do to help just lemme know!

đź‘Ť Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-10-08 13:27:02

Sorry for missing your first day back- I feel crummy working from home sick on my 3rd week but I know we can't afford to get Ahsan and Dustin sick right now

James Turner (jturner@shield-legal.com)
2024-10-08 13:27:33

You mentioned what you have not being contagious- I hope whatever it is, mental or physical; you're feeling better

James Turner (jturner@shield-legal.com)
2024-11-05 12:29:49

Good updates on the ACTS campaign with Mark- Let me know when is a good time to fill you in.

James Turner (jturner@shield-legal.com)
2024-11-14 16:49:00

Any idea what Ryan might mean with this emoji response? (Also if you know the answer to the question that would be awesome too lol)

image.png
James Turner (jturner@shield-legal.com)
2024-11-22 10:40:54

Realized ward is out today so I wanted to let someone know - im gonna be at the old office today

đź‘Ť Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-22 11:20:00

Do you know if he is getting on the five9 call today and if not are you?

James Turner (jturner@shield-legal.com)
2024-11-22 11:20:28

I wasn't made aware of it until just a moment ago from David.

James Turner (jturner@shield-legal.com)
2024-11-22 11:20:47

1 sec I'll grab the message

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-22 11:20:54

Ok ya I was going to reach out to him too

James Turner (jturner@shield-legal.com)
2024-11-22 11:22:00
Screenshot_20241122-092114.png
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-22 11:30:58

Ok good I can join if you need but otherwise if yall can handle it, I won’t

James Turner (jturner@shield-legal.com)
2024-11-22 11:31:40

I'm 100% booked out today but if you can send me an invite so I can try and move things around, I will

James Turner (jturner@shield-legal.com)
2024-11-22 11:31:46

It sounds like David has it

đź‘Ť Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-12-18 14:08:16

Hey there~ https://lookerstudio.google.com/reporting/5fb9069d-d7d2-448a-a248-0c6892d5e68b

Is this visible for you? Got the Database updated and paired to looker so it should auto update with any status changes.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-18 15:39:34

Yes I can view it

James Turner (jturner@shield-legal.com)
2024-12-18 17:54:38

Cam and Co inbound to check out the new integrations area!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 16:15:08

So you know I am editing you email and will send it out to everyone

James Turner (jturner@shield-legal.com)
2024-12-30 16:15:42

Sounds like a plan! I joined that meeting for 2pm but nobody other than firefly was in it

James Turner (jturner@shield-legal.com)
2024-12-30 16:15:45

I appreciate

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 16:19:08

oh sorry its canceled

James Turner (jturner@shield-legal.com)
2025-01-09 16:16:46

I was hoping to give you a glance at it before I presented but I understand you have more than a lot going on already

James Turner (jturner@shield-legal.com)
2025-01-09 16:17:26

Lemme know what you think though and if you see any potential issues. I've been toying with this for awhile so there's a decent chance we have a solution planned out\

James Turner (jturner@shield-legal.com)
2025-02-10 18:38:20
REF - PCTID_FINAL.csv
James Turner (jturner@shield-legal.com)
2025-02-11 16:36:42

Hey there, do you know what kind of response does the "Get Lead Info" and "Get Lead Data" return?

I'm thinking make a list of every lead from our existing database,

and create a for loop on the get lead info/data api call

https://developer.leadspedia.com/docs/core-api/250f3e0c7a557-get-lead-info#Responses

developer.leadspedia.com
Get Lead Info | Core API
Get Lead Info Powered by Stoplight.
Original URL: https://developer.leadspedia.com/docs/core-api/250f3e0c7a557-get-lead-info#Responses
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-11 17:25:29

No but we can test it

James Turner (jturner@shield-legal.com)
2025-02-11 17:29:15

Cool, let me know what you think!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-11 17:29:59

Do you have specific one you want to test?

James Turner (jturner@shield-legal.com)
2025-02-11 17:30:48

I do not- for now I just want to see what responses are to see if either can be used.

đź‘Ť Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-11 17:55:31

come swing by my office

James Turner (jturner@shield-legal.com)
2025-02-11 18:04:26

Thanks for digging in on it

đź‘Ť Nicholas McFadden
James Turner (jturner@shield-legal.com)
2025-02-17 11:59:59

Hey there, did we already reach out to Leadspedia? Just asking so I don't ' double text '

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-17 12:04:45

Oh no I didn’t sorry. Just message the chat/suport

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 12:03:43

Hey not sure you saw the message from Leadspedia but I ran an example in the SL BQ under allsoldleads. Makes sense that only sold ones are applied to contracts but take a look and confirm it has what you need. Working on having the code iterate through and pull all of them in.

James Turner (jturner@shield-legal.com)
2025-02-18 12:51:41

Heck yeah, I'm excited to see what we get

James Turner (jturner@shield-legal.com)
2025-02-18 12:51:59

I did see there was a 1k limit so we have to figure out some way to get it all out

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:02:21

I did it

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:02:31

all are loaded in now

James Turner (jturner@shield-legal.com)
2025-02-18 13:02:58

Dog damn man

James Turner (jturner@shield-legal.com)
2025-02-18 13:03:07

You're quick! Lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:05:37

https://tenor.com/sEaz6nVCSHf.gif

Tenor
Oh You Almost Had It GIF - Oh you almost had it - Discover &amp; Share GIFs
The perfect Oh you almost had it Animated GIF for your conversation. Discover and Share the best GIFs on Tenor.
Original URL: https://tenor.com/sEaz6nVCSHf.gif
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:06:21

Lol when I have the time I can be

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:06:54

plus I was already working on it lol

James Turner (jturner@shield-legal.com)
2025-02-18 13:21:01

What is the new table?

James Turner (jturner@shield-legal.com)
2025-02-18 13:21:25

allsoldleads?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:22:03

Ya

James Turner (jturner@shield-legal.com)
2025-02-18 13:27:14

Is it on any kind of update schedule?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:37:53

Not at the moment

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:38:31

Still have to troubleshoot scheduler permission to execute

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:38:47

Using the same service accounts but not working

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:39:01

But that is at the bottom of my list

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:39:32

I can send you the code I’m a running locally if you need to update it

James Turner (jturner@shield-legal.com)
2025-02-18 13:40:14

Fair enough- That works! As long as we have enough to seed. I need to build out a diagram to show all the different sources and current update processes because it's getting to be a bit more than I can remember off the top of my head

James Turner (jturner@shield-legal.com)
2025-02-18 13:40:22

for all the finance data

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:40:50

I mean I loaded every thing

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:40:58

All the way back to 2019

James Turner (jturner@shield-legal.com)
2025-02-18 13:41:04

oh shoot- Nice!

James Turner (jturner@shield-legal.com)
2025-02-18 13:41:15

Yeah I saw there was over 800k leads!

James Turner (jturner@shield-legal.com)
2025-02-18 13:41:18

That's awesome!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:41:19

+850k

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 13:41:46

Ya and alll leads is now 1.4M

James Turner (jturner@shield-legal.com)
2025-02-18 13:42:41

Gahdamn- I remember in ryans tables, leads sometimes had multiple contracts. I wonder why that was. Now that you did this, I can dig in though!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-18 14:27:59

Ya I wonder if they weren’t “sold” so maybe every attempt or something similar

đź‘Ť James Turner
James Turner (jturner@shield-legal.com)
2025-02-18 17:34:06

I think you must be right, I ran a script to get only unique values and to aggregate the contract ids, and it's 1:1 with the source table

CREATE OR REPLACE TABLE tort-intake-professionals.Financial_Log_Dataset.unique_lp_leads_with_contract_ids AS

SELECT LeadID AS lpleadid, STRING_AGG(CAST(ContractID AS STRING), ',') AS ContractIDs FROM shield-legal-bi.leadspedia.all_sold_leads GROUP BY LeadID;

James Turner (jturner@shield-legal.com)
2025-03-26 15:30:16

I do vaguely remember Ryan saying Aaron set us up with two seperate accounts so we can "save money"

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-07 15:51:39

Hey can you come over to give me the credit card info for the seminar?

James Turner (jturner@shield-legal.com)
2025-04-07 15:52:12

omw

James Turner (jturner@shield-legal.com)
2025-04-15 13:51:32

Can we please add edward to the shield-legal git group so he has access to Newfin data? That repo is relevant to both companies

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-15 13:59:20

Added to Newfin

James Turner (jturner@shield-legal.com)
2025-04-15 14:02:38

ty

James Turner (jturner@shield-legal.com)
2025-05-01 12:30:33

Hey there, Do you know if we have the Leadspedia to Lawruler associations in the database?

(Image for context)

image.png
James Turner (jturner@shield-legal.com)
2025-05-05 17:50:55

Hey there- for the leadspedia api stuff, is that brought in as PST/UST or something else?

James Turner (jturner@shield-legal.com)
2025-05-08 16:28:28
image.png
James Turner (jturner@shield-legal.com)
2025-05-08 16:28:42

added but be aware there are a bunch of weird close to dup values

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 16:31:18

Well is there only one Client Referral? We can just check for that and assume everything else is from LP

James Turner (jturner@shield-legal.com)
2025-05-08 16:34:02

I'm not sure but heres from lr_data

156,"" 248, Levinson Stockton LP Personal Injury 242,Attorney Referral 291,Bailey Glasser 293,BLX 256,Campaign 1 279,Cardoza Camp Lejeune 6,Client Referral 277,Did hold 280,Facebook number on form 254,Firefighting Foam - Lake Law Cade - Shield Legal - inbound-TV 261,Firefighting Foam - Lake Law/Russo- Shield Legal - Inbound - TV 271,Firefighting Foam - Lake/Cade 1 - Shield Legal - Inbound - TV 270,Firefighting Foam - Vasquez - Shield Legal - Inbound - TV 290,Hair Relaxer Cancer - Bailey Glasser 292,Hair Relaxer Cancer - Crump/Dicello - Brandlytics ORG 289,Hair Relaxer Cancer - Crump/Dicello Inbound 298,Kuber Financial 249,Law office of Steve Gacovino GLS Personal Injury 244,Law Ruler Main SMS Number 245,LeadsPedia 143,Main Office Line 278,Mike Test 258,NEC - Ferrer - Shield Legal - Inbound - TV 265,NEC - HMF - Shield Legal - Inbound - TV 266,NEC - Lake - Shield Legal - Inbound - TV 253,NEC - Mitchell - Shield Legal - Inbound 264,NEC - Mitchell - Shield Legal - Inbound - TV 267,NEC - Principal - Shield Legal - Inbound - TV 276,NEC DLG / BLC Shield Legal - Inbound TV 247,Outbound Pool 255,Paraquat 1 - DLG - Shield Legal - Inbound 259,Paraquat 1 - DLG - Shield Legal - Inbound - TV 294,Personal Injury LSA - Ben Crump - BCL - BLX 297,Shiel Legal - Lead Gen 246,Shield Legal - Lead Gen 274,Shield Legal- Lead Gen 262,Social Media Teen Harm - Beasley Allen - LOSG 268,Social Media Teen Harm - Dicello - Shield Legal -inbound- TV 269,Social Media Teen Harm - Lake/SMVLC - Shield Legal - inbound - TV 263,Social Media Teen Harm - LOSG - BA - Shield Legal 257,Social Media Teen Harm - LOSG - BA - Shield Legal - inbound 260,Social Media Teen Harm - LOSG - BA - Shield Legal - inbound - TV 275,Social Media Teen Harm - LOSG - BA - SMJG-Shield Legal - inbound - TV 286,Social Media Teen Harm - TCA - Beasley Allen - LOSG-inbound 285,Social Media Teen Harm - TCA - WC - LOSG-inbound 272,Social Media Teen Harm -Lake/SMVLC - Shield Legal - inbound 273,TCA 296,test 281,The Sentinel Group 250,Unknown API POST 288,US Veterans Law Group Camp Lejeune DLG-TC-GRIT 287,US Veterans Law Group Camp Lejeune DLG-TC-NBC 283,US Veterans Law Group Camp Lejeune TV and Radio DLG/BCL/TC 284,US Veterans Law Group Camp Lejeune TV and Radio DLG/GWBP/TC 282,US Veterans Law Group Camp Lejeune TV and Radio DLG/TC 295,Vicidial 299,Walk In 9,Walk-in 243,Web Form Submission 241,Website Phone Call 252,Zantac - Yuri - Shield Legal - inbound

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 17:01:52
bquxjob_4ac7305_196b1d4a561.csv
James Turner (jturner@shield-legal.com)
2025-06-02 13:58:51

Heyo- What happened with the notifications, did we figure out what killed a bunch of em?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-02 14:53:38

we are still looking into it

James Turner (jturner@shield-legal.com)
2025-06-03 12:03:01

Hey good morning! I was wondering where in the shield legal data set do we keep CD or the media buyer in the Leadspedia data that we pull from Leadspedia?

James Turner (jturner@shield-legal.com)
2025-06-10 13:44:06

https://github.com/m-bain/whisperX

James Turner (jturner@shield-legal.com)
2025-06-19 21:40:10

Any idea if it's all good for UTC??

1000022211.png
James Turner (jturner@shield-legal.com)
2025-08-13 11:42:09

Hey there, just spoke with Carter and Ward- Christian is gonna swing by to get added to the PG admin account