Hey there~~
Do we know where I might be able to find what client connection each campaign uses? (ex: Smart Advocate, or something custom?)
A few of the ones I am looking for as an example:
• Birth Injury - ACTS - SIL - ACTS • Insurance Claims SIL - BCL - BCL - BLXChowchilla - ACTS - Levinson (TC) - Shield Legal • Birth Injury - Crump - Levin Perconti - Shield Legal • CA Juvenile Hall Abuse - ACTS - Banafshe Law Firm - Shield Legal • Civil Rights LSA - Ben Crump - BCL - BLXChowchilla - ACTS - Levinson (TC) - Shield Legal
hi, i'm not 100% sure. Dwight or Ahsan or Nick M might know. The ones ending in BLX are Brandlytics. They might be handled completely by Ryan.
Hey there' Did we determine a naming convention for this guy here? I want to ensure we are consistent across the board =^)
i don't have many details on that one yet. once i get them i'll send them along
No worries, thank you for letting me know~
Here's the leadspedia name: Depo-Provera - Ben Crump/Napoli (TIP) - Contract
LawRuler name is Depo-Provera - Crump - Napoli - Shield Legal
Heyo- Asking this as a genuine question... What do you think the chances/process is to get us paid for Miro Access?
We wouldn't need it for everyone, just the organizational leaders/editors
Hi there - for my own info.. Is Darren Miller a person or a firm?
a firm. Darren Miller & Associates. They're most of the LA County Juvy cases
Ah- yeah that's not good. Thank you for pulling the rip cord on that. I've been attempting to find a better way to centralize all of our campaign info so stuff like this stops happening
You're an operations expert- when/if the fires subside today let me know what you think about having clients fill something like this out.
We put our intake questions in, and they just need to fill in their red parts.
yeah i kinda made something similar. i think it's a great idea. it's just getting people in the habit of using it. when i get in, i'll forward my template if i haven't already.
As always- I appreciate you
(Btw, the cuttings are looking great- ty again)
one of my alocasias got spider mites. not bad but annoying. Don't worry your cuttings are fine. he's somewhere else
Heyo- good morning. Would you like me to start CCing you on my integrations communications so you can slowly get up to speed. Nothing would be asked of you in terms of responding or anything- we just have a lot of big changes happening with ACTs right now
Do you know if you'll be expected to code at all, or are you acting as more of a /manager, not manager/ to make sure everyone stays on task and communicates efficently??
I don’t code lol. I mean I can learn it. I’m acting as a …. I’m not sure it was all popped on my yesterday too. I’m kind of an ops/project manager
Okay cool- I do code a bit in my current role here, but like 90% of the difference I make in the team is operations/project management kinda stuff so it should be a relatively easy takeover
Usually the emails aren't that long or "Urgent"
but cam has had heavy weight on those cases since they came in on october 30th and we aim to get all integrations out in 2 weeks.
I'm gonna be throwing some monday tasks that we talked about yesterday to your ownership =^)
Hey there, just confirming, did you grab my two boxes and stuff on my desk? No worries if not- I just want to make sure lol
I did not. Only grabbed McFaddens stuff and a plant
Okay cool lol- I'll swing by the old office then. Lemme know if there's anything else I should grab
question for you.... did anyone reach out to you about theACTS shared sheet?
Mark Mina- let me grab you his contact info
You have his phone number? I found text followed by call to be the best way
back in my day, we had special ring tones for people and would buy ring tones and call tones etc. Now if my phone rings i get mad
Before this job, I never had my ringer on, on my current phone
It rang like 5 times before I realized it was my phone ringing, I didn't know what my ringtone sounded like lol
Sry- I thought you were on it before. I was the squeaky wheel last week lol
Did you leave a water bottle over here? It’s black?
I just left- but if you set it aside I'll grab it tomorrow
Good morning~ For data management, I split all campaigns into Tort type, sub-catagory, client firm, partner firm, (p2,p3) and marketing source
That way someone can go into a reporting tool and say "I want every Firefighting Foam, and if they are looking for something specific they can go subcat
Looking at that after what i know about Cam, that's great for non-state specific things
But for anything YRTC, Juvenile Hall, YDC, he's going to want to see it by state
For states, I usually throw it in the tort type because litigation can be pretty different
You'll have to stick with the state on those. I just do like MD Juv Hall, MI Juv Hall, NH YDC Abuse.
If you had it just Juvenile Hall, there'd be like.... lists for days lol
So YRTC is Youth Rehabilitation and Treatment Center. They're not really a juvenile hall
Ahh- Okay that makes more sense, so definitely different.
What about YDC? Detention center I imagine?
YDC is Youth Detention Center which, depending on the state, is either Juvenile Hall or a pre-trial holding area
"In criminal justice systems, a youth detention center, known as a juvenile detention center (JDC), juvenile detention, juvenile jail, juvenile hall, observation home or remand home is a prison for people under the age of majority, to which they have been sentenced and committed for a period of time"
When I read the first line of that, my mind immedietly went to "The special victims unit voice"
A friend of mine worked at a private one in TN. She has horror stories
Follow up Q since "You're the person that knows the stuff"
Lately yes. I don't know what will happen when another ML firm comes around lol.
I'm trying to get rid of these acronyms in the breakdown fields but IDK what a lot of them are
ELG = Environmental Law Group but they go by ELG
Tbh that’s all we are calling them. It’s long.
I should probably make a sheet with what all this means at some point.. Thanks much! Appreciate!
I shared that dashboard with you, let me know what questions you have, or if you would like a training on it
i thought the name was bluefin instead of newfin
No I just got real nerdy with it and put a shark fin, and part of a database icon together on Canva
Hey there, do you know where I can grab all of the Leadspedia Contract ID's per lawruler campaign?
Ryan requested that you take over the
Hey there, do you know where I can grab all of the Leadspedia Contract ID's per lawruler campaign?
Ryan requested that you take over the
The contract IDs are in Leadspedia which i have access to lol
so as long as Mark has built it, i could add it.
You're all good. There's 896 cases that need to have the contract IDS added so I was hoping to upload those with data engineering /stuff/ so then you just add the new ones as they come in
i kinda have something but Mark might be a better resource. Let me share what i have
I asked mark and he said that it was entered in the Leadspedia delivery method parameters but I don't have access to Leadspedia so I can't extract it even if it is possible
the crappy thing is there are multiples in one cell
I can knock out the splitting of the data in a single cell, but I would wanna make sure we have everything or at least as much as possible
And I need a way to tie it to the lawruler campaign and idk if those names are the same
That's a lot of lines which makes me hopeful - let's see if the names match up!
they should. that's every campaign in Leadspedia
There will be really really old things in there
Nah sadly not. This has all the contracts but nothing to tie it to the Lawruler campaigns =^(
The first file i sent you is from a Ryan report that connects a lot of stuff together
I really hope we don't have to go into each Leadspedia campaign and manually view the Leadspedia delivery method parameters
According to mark the casetype is entered in the Leadspedia delivery method parameters [10:28 AM] Mark Maniora in LP you would go to Settings -> Integrations -> Lead Integrations
but IDK if there is a way to extract that for everything
It might just need to be done manually if we can't. I made it really see to add them manually into the database but ooph
Also- I set up a system where it pulls in new cases as they are created in lawruler and it worked!
What's weird though is it looks like not every single campaign has contracts associated with it, which makes sense bc it's pulling from Lawruler data so at least one lead needs to go through before the contract ID shows on the table
if some are leads only, i don't think they go through lawruler
Could you please take a look and let me know if what I'm getting makes sense?
Cool~ I added a little video tutorial so when new campaigns come in you can add the details for it as needed. If you can, please take a look and let me know if you have any questions
It's on the primary case type retool page, just scroll down to the bottom :laptop_parrot:
It's on the primary case type retool page, just scroll down to the bottom :laptop_parrot:
Sorry, should of specified you change to the other page at the top first lol
no you said "primary case type" i'm just dumb 😂
Wait just making sure, earlier when I asked if the contract ID's only showing for specific campaigns looked right
Did you see the page then or were you looking at something else? lol
No i just didn't know to scroll down on primary casetype. i thought "Primary = Main Page!"
Ahh gotchu lol, I hope the little video tutorial helps
If/when you run into weirdness with it, let me know. This is my first time building front end systems from scratch
So I'm sure there's bound to be oddities
Alright cool- If you feel like you get it, just throw the updates on the new campaigns as they come in. There may some delay, because it won't show up on here until the hour after it get's added on Lawruler but once it does it should be pretty straight forward
Hey there, here are the 23 campaigns I found that don't have contracts associated with them in lawruler
*Thread Reply:* most of these look like inbound campaigns, which won't be in Leadspedia
*Thread Reply:* Love to hear it! If it doesn't need to be updated, we can just leave it. If I'm remembering right from my calculations last week I think it was maybe 7 campaigns that actually needed values seeded?
hey @James Turner just messaging you since we were talking about the TIP app last week. So something is up with the Case Type Pricing part. I'm getting this error:
Ah gotcha. So that part is actually owned by Brian. It looks like he needs to update the query since we are handling commission a little different now.
Go ahead and send him over that screenshot and let him know
Ryan was under the belief that all leads earned an equal amount of commission and that is determined by the campaign it is part of
When in reality there is a whole minimum points value + bonus + spiff + a bunch of other stuff
So until we build out that new commission system, we are pulling in total agent commission from Rose and disregarding aspects of the old system
Was brian able to help get that working?
If you're not changing anything insurance wise, you don't do anything right? That's what I was told prior but I wanted to confirm
tbh I'd double check with Shelly to make sure you don't need to do anything. but again i'm paranoid
like i've checked 3 times now to make sure i saved it
Yeah it looks like insurance is overall getting worse for everyone- our deductibles doubled and copays nearly doubled 🙃
that's everywhere. At least we still have Anthem. My last job went to like some rinky dink thing that covered practically nothing
i went through a deep depression and was like "i need to see someone." The only provider that they allowed is one that we're getting cases for.
Oh wow I didn't know it was everywhere, and yeah that's.. really messed up!
i opted for the HSA. i gave up on regular doctors and went concierge. Been a better experience
he'll fight the insurance company if i need tests or meds or something but he doesn't take it.
Hey there~ I just saw that law ruler campaigns 2037 - 2048 got added in and haven't had any of their campaign info updated yet on the Retool? Can you pretty please fill that out when you get the chance?
If you have any questions just lemme know ^-^
You can also see how similar campaigns have been catagorized for each field to understand the differences of things like broad and specific tort types and what tags to use and such.
yeah i've been slammed getting new stuff entered in. i'm on it tho.
new stuff entered into lawruler and leadspedia and all that. haven't gotten to the app yet lol
You're golden- I haven't checked it in like a week so I wasn't sure if they all showed up today or what lol
actually there is something. i didn't find the SEC option for MI YRTC abuse
Oh here lemme show you what to do if you don't see an option for something
If you don't see an option for something and want to create a new one, just type it in, and select the box and it will add it.
Note it won't display it as an option for others until you save
oh that's so easy. i should have tried that first lol
It's a little weird but I figured it was easier than adding a whole seperate page to "add new fields" lol\
if i leave it blank, it's because i don't have all the data for it yet. just FYI. mark is out and he hasn't gotten to all of these. 😕
No worries- that completely works. I figure a lot of them are self explanatory from the name but you know the campaigns better than I do lol
OH btw, known issue- if you add a "tag" of any kind (the ones where there can be more than one field) save, and then try and delete it, it errors saying it has to have a value. if you add any value to it, you can delete the previous one.
Weird requirement with how the database talks to retool
Heyo~ Just filling stuff out because I had an extra minute.. for this campaign is 3pl the marketing source??
what's the 3PL for? Are we shipping something 3rd party?
Should be most recent. Lawruler case type id 2052
Should be most recent. Lawruler case type id 2052
I filled out some of it, but didn't know what to put for marketing source
so those are ones done by another company that AWD wants us to go through
Big ol Asterisk on what im about to say, but those numbers SHOULD include commission, but they do not because we have no way of accurately recording commission per lead at the moment
random request. can you send me the link to the TIP app? i'm on my laptop and can't find it. 🙃
We had a bunch of fires this morning so I updated the pctid stuff in case that was causing issues
hi @James Turner. this might be more for Brian Hurst but I'm starting with you lol. One of the most ANNOYING things about the retool app is that when i update a price, i have to find it in a hodpodge of names, select it, complete it, and do the same process over again. If we could make it 1 alphabetized and where i can select multiple campaigns, that would be AMAZING. Like i'm literally just putting in the same pricing five million times
Hey there' What specific page/tab on retool are you referring to? The only ones I made/maintain are the Primary Casetype ID, and Other Revenue Pages but I'm happy to take a look and see how I might be able to help make something better
Case Type Pricing. and darnit! lol. Consider this a venting session. 😂
Lol you're all good- Not my build but it looks like on the search you can drop down but you can also type to search which will at least make it a little easier
yeah but i wanna work smarter. I might bug Brian and Ryan later lol
That's valid. Thinking about it, it should be possible to build it in a way there you have input boxes like on other Revenue and select your campaign and it keeps it all so you can change the campaign over and over and just hit save with each one, but it would have to be rebuilt
Hey there, do you know what TC stands for on this campaign?
Hey there, Any ideas what LCA is? Is that a new primary client firm, or is that a tag cam uses?
Hm- so is that a firm? like a primary client firm in this case?
They're the advertiser/financial partner. they're not a lawfirm so they aren't on the retainer.
i guess it didn't save. but LCA would be the primary. Slater and the other people are partner firms
You're golden- Sometimes it takes a weird amount of time to save because we are on the "budget" plan for our cloud services
and if you leave the page before it finishes, sometimes it won't work
Hey there, good morning! Have you been having any issues with the PCTID board I might be able to tweak/fix?
Ryan messaged me this morning upset because the boards for Marc and Cam haven't been updated with the info for the new campaigns as they come in
I've honestly been so slammed i haven't had a chance to go in there
my issue is with payments and budgets duplicating and it's not all new campaigns.
i don't know who all the letters are on the new PFAS campaigns. I think TC/B is Taking Care of Business. So it might be Elvis
You're all good, in the future, just shoot me a msg when you're slammed and I'll be happy to fill em out =^)
I know TC is one of Cam/Macs special phrases I think it's for people they know personally
it is! I realized that with another one that i actually invoiced
For now, we can just put them in as they appear on there
hey @James Turner just FYI, i don't know anything about this one:
I'll take a look, thank you for letting me know
I guess i could put in Milestone Tax Solutions as the client. But it's not a tort. It's just leads i think
and this is the Leadspedia name Milestone Tax Debt Resolution - Milestone (TIP) - Lead
All good, this is what the 'campaign tags' section is for. Let's go 'Milestone Tax Solutions' as the broad, general, and client firm- leave partner firm blank, shield for marketing and put 'Lead Distribution' and 'Milestone Tax Debt Resolution - Milestone (TIP) - Lead' as tags
hi @James Turner just FYI, MI Foster Care Abuse - SGGH - Meadow - Yih - Shield Legal <- I don't know what or who Yih is. Becker just asked me to make sure it was in the campaign name somewhere.
so i'll put that in the tag part of the tip app?
so i'll put that in the tag part of the tip app?
Good morning~ I would put that in the tag section yeah
So primary SGGH, Partner: Meadow, Marketing: Shield, Tag: Yih
i just had a fire hit but i'm about halfway through with the new ones
Appreciate you- I can hop in and finish em off if you're super busy
i got that all done but i didn't touch the tests at the top
Hey there' I'm getting the new financial dashboard systems set up. Since you're going to be the primary user, using it to create invoices, let's sync at some point to figure out what works best for you
that's cool. everything is currently on fire. it might have to be friday
@James Turner Has someone been playing around in the TIP APP? I can't fix these two that are highlighted.
They shouldn't be.. Let me take a gander
What changes are you trying to make to it, and what is the error saying? I just updated the primary client firm and partner firms on 2135 without an issue, but I want to see if I can re-create the bug
So the case types are wrong for both. I was trying to correct that and add aaron
Oh I think I see- For some reason once it has a tag, it does not like if you remove the tag and don't add one back in
like it can't go from having a value, to having no value
I changed the campaign tags to "Updated" and it worked just fine
I'll note the issue- Since we have an known fix and I'm putting out so many other fires atm, I won't make it a priority to fix that bug now, but I'll keep an eye on it just in case
I was wondering though, how did they end up with the wrong broad, and specific tort type? Did the campaign name change at some point? (Assuming I didn't just enter it wrong at some point, I may have)
like those campaigns are nothing like the MI campaigns lol
All Star by Smash Mouth but it's here https://youtu.be/E6RlLKeCniU?feature=shared&t=18
Well good catch finding them- that could of messed a lot up so I appreciate it
Just remembered I'm out after 12 on Friday so I made a 2 minute video to ask which of these two systems make more sense to you / would help you do your job easier
Let's shoot for tomorrow afternoon and have that as a backup
Hey there, wrapping something up on my end. Is it cool if we delay our meeting like 10-15 minutes,
we can reschedule if you need to. all good here.