James Turner (jturner@shield-legal.com)
2024-10-15 12:04:27

Hey there' if possible, can you send over the intake questions? I understand they are likely to change but I want to ensure we have something ready to go that can be edited later if need be. =^)

James Turner (jturner@shield-legal.com)
2024-10-15 12:04:32
image.png
deleted-U055HQT39PC
2024-10-15 12:11:32

Yeah we’ll go ahead and send that over thank you

👍 James Turner
James Turner (jturner@shield-legal.com)
2024-10-22 16:13:23

Hey there~

Hope you're having a good day. Did we ever get the client side fields for that case?

deleted-U055HQT39PC
2024-10-22 16:21:21

Hey we should have sent that over for the shield case and the blx

James Turner (jturner@shield-legal.com)
2024-10-23 12:34:25

Heyo~ I am reviewing an email from Sean Kelly at Baypoint where they would like to update the Standard Fields for every campaign moving forward (Including Pfas). Is this something that is maintained anywhere company wide? I want to ensure we move forward correctly with this =^)

deleted-U055HQT39PC
2024-10-23 13:01:36

Would this be something they want updated on our intake forms? If so, what would be an example, like PNC SSN format etc

James Turner (jturner@shield-legal.com)
2024-10-23 13:25:43

This is the Standard Fields Template that they provided..

API Documentation - Standard Fields Template (Intake).pdf
James Turner (jturner@shield-legal.com)
2024-10-23 13:26:09

and they also provided one for the Sexual Abuse campaign

API Documentation - Sexual Abuse.pdf
deleted-U055HQT39PC
2024-10-23 13:45:44

Thank you. There might be slight changes. Let me check with Tony and Brittany, I was under the impression all BG intake forms needed to be the same

James Turner (jturner@shield-legal.com)
2024-10-23 13:46:09

Sure thing' let me know if there is anything I can do to help

deleted-U055HQT39PC
2024-10-23 13:52:29

Thank you, Tony is having me check with Cameron. Not sure if you're in that channel but I'll let you know what I get back

James Turner (jturner@shield-legal.com)
2024-12-11 14:51:27

Something cool to share with the team regarding current operations:

https://www.tiktok.com/t/ZTYHLT1wx/

TikTok
TODAY Show (https://www.tiktok.com/@todayshow)
More than 600,000 players of Fortnite will receive refunds after federal regulators said Epic Games, the developer behind the popular game, “tricked” people into making unwanted purchases. The Federal Trade Commission announced Monday that it is sending more than $72 million to impacted players in the U.S., with additional refunds to be distributed at a later date. #TODAYShow
@todayshow More than 600,000 players of Fortnite will receive refunds after federal regulators said Epic Games, the developer behind the popular game, &ldquo;tricked&rdquo; people into making unwanted purchases. The Federal Trade Commission announced Monday that it is sending more than $72 million to impacted players in the U.S., with additional refunds to be distributed at a later date. <b>#TODAYShow</b> &#9836; original sound - TODAY Show
Original URL: https://www.tiktok.com/t/ZTYHLT1wx/
👀 deleted-U055HQT39PC
deleted-U055HQT39PC
2024-12-11 14:52:55

Dude I bought all kinds of stuff on Fortnite haha

James Turner (jturner@shield-legal.com)
2024-12-11 14:53:35

I think we are working addiction now, so this might even qualify for a different case.

deleted-U055HQT39PC
2024-12-11 15:05:07

yup. class action

James Turner (jturner@shield-legal.com)
2025-01-13 11:17:38

Good morning Sir! When you get the chance, could you please look over this info for me? I am also going to have sunny and Christian to do it, because I want multiple eyes to check it over and make sure it makes sense

deleted-U055HQT39PC
2025-01-13 11:37:39

Good morning. Sure thing

James Turner (jturner@shield-legal.com)
2025-01-13 11:48:35

There was some stuff that just didn't have the info and I assume it was because they aren't "real" campaigns

James Turner (jturner@shield-legal.com)
2025-01-13 11:48:47

But I'm not 100% sure

James Turner (jturner@shield-legal.com)
2025-01-15 17:13:16

Not in any way done

filtered_names.csv
James Turner (jturner@shield-legal.com)
2025-01-15 17:19:01
filtered_names.csv
James Turner (jturner@shield-legal.com)
2025-01-28 13:34:43

Heyo- I want to start setting up weekly trainings with You, Sunnie, and Christian so we can all skill up in ways that make our jobs easier and improve our careers.

Ideally I want to have them off of the floor in meetings so we can focus but I want to be conscientious that all three of you get pulled in different directions on the fly. What is the best day/times to set stuff up where you aren't as likely to get pulled away?

James Turner (jturner@shield-legal.com)
2025-02-10 13:51:58

Hey check this out- is this what you're looking for?

deleted-U055HQT39PC
2025-02-10 14:00:37

@deleted-U07UDN65C3U PCTIP_FINAL is updated on REF

James Turner (jturner@shield-legal.com)
2025-02-10 14:01:09

Appreciate you

🙌 deleted-U055HQT39PC
James Turner (jturner@shield-legal.com)
2025-04-22 15:36:17

Heyo~ Would it be possible to update the category field so it includes the red ones??

James Turner (jturner@shield-legal.com)
2025-04-22 15:36:24

I have it all updated otherwise

James Turner (jturner@shield-legal.com)
2025-04-28 16:11:18

Hey there, did we hear back from Louis about having PD move over the description fields on referals?

deleted-U055HQT39PC
2025-04-28 16:13:51

Tony pushed back on that a bit

James Turner (jturner@shield-legal.com)
2025-04-28 16:13:59

Why?

deleted-U055HQT39PC
2025-04-28 16:13:59

He said we need to get that cleared with Ryan

James Turner (jturner@shield-legal.com)
2025-04-28 16:14:04

I did

deleted-U055HQT39PC
2025-04-28 16:14:29

Ok cool. Let's talk to Luis then

James Turner (jturner@shield-legal.com)
2025-04-28 16:14:32

Cool

deleted-U055HQT39PC
2025-04-30 13:13:06

D9X1NFEB Got something fun for you

James Turner (jturner@shield-legal.com)
2025-04-30 13:13:16

Oh joy lol

James Turner (jturner@shield-legal.com)
2025-04-30 13:13:24

What is that number?

deleted-U055HQT39PC
2025-04-30 13:13:47

I’m going over

James Turner (jturner@shield-legal.com)
2025-04-30 18:17:38

Hey there what does OSOL mean?

deleted-U055HQT39PC
2025-04-30 18:18:06

Outside of Statute of Limitations

James Turner (jturner@shield-legal.com)
2025-04-30 18:19:10

In the campaigns with OSOL before the firms, is that a part of the "tort name" or one of the tags like how cam will randomly throw tv or flyer on there

deleted-U055HQT39PC
2025-04-30 18:19:54

it's for tracking purposes i'm assuming, the OSOL cases don't pay the same

James Turner (jturner@shield-legal.com)
2025-04-30 18:20:12

If you're still here, come check this out

deleted-U055HQT39PC
2025-04-30 18:20:31

i have a meeting in like 10 min with DL lol

James Turner (jturner@shield-legal.com)
2025-04-30 18:21:41

Lol don't stress it then, I'm working on getting PCTID into Retool and realized I could add "tags" to campaigns, so ryan/cam/tony/whoever can add all the unique weird tags to their hearts desire and still track it

James Turner (jturner@shield-legal.com)
2025-04-30 18:22:12

I started because Ryan wants the Leadspedia Contract Ids on the campaigns and we need a way to add em, and it worked out

James Turner (jturner@shield-legal.com)
2025-05-02 15:39:39

Heyo- I'm out of office rn but I wanted to show you what I was talking about

deleted-U055HQT39PC
2025-05-02 15:53:13

nice dude, i like it

deleted-U055HQT39PC
2025-05-02 15:53:42

everything is clear, good format

🙏 James Turner
James Turner (jturner@shield-legal.com)
2025-05-02 15:54:09

My favorite part is 'Campaign tags' section

deleted-U055HQT39PC
2025-05-02 15:54:21

partner firms all together in one tab is cool too. yeah tags are super necessary

James Turner (jturner@shield-legal.com)
2025-05-02 15:54:45

If Ryan or or Cam or tony or whoever ever wants to add a specific 'tag' to track a case all the way through, they can do so without ever having to add it to the case type name

and they can add as many tags as you want

deleted-U055HQT39PC
2025-05-02 16:01:42

yeah that is good for them to identify how to bill, especially like those OSOL ones

James Turner (jturner@shield-legal.com)
2025-05-02 16:26:49

Heyo- I'm looking on Lawruler but feel like a bigdumb

James Turner (jturner@shield-legal.com)
2025-05-02 16:27:01

where is the drop down where people set a lead as referal?

James Turner (jturner@shield-legal.com)
2025-05-02 16:27:14

I need to make sure that's extractable

deleted-U055HQT39PC
2025-05-02 16:27:43

Marketing Source

James Turner (jturner@shield-legal.com)
2025-05-02 16:28:32

Am I not allowed to see it lol?

image.png
deleted-U055HQT39PC
2025-05-02 16:28:51

damn right

deleted-U055HQT39PC
2025-05-02 16:28:59

😂

deleted-U055HQT39PC
2025-05-02 16:29:54

good luck tho lmao

noaccess.png
deleted-U055HQT39PC
2025-05-02 16:30:38

refresh your page

deleted-U055HQT39PC
2025-05-02 16:31:07

do you want edit access too

James Turner (jturner@shield-legal.com)
2025-05-02 16:51:41

I don't think I need edit access to pull but I'll let you know

James Turner (jturner@shield-legal.com)
2025-05-02 16:51:42

Thanks man

James Turner (jturner@shield-legal.com)
2025-05-02 18:14:54

Why is there 3 different misspelled options for Shield legal lead gen?

image.png
deleted-U055HQT39PC
2025-05-02 18:15:06

lmao

deleted-U055HQT39PC
2025-05-02 18:15:12

i have no clue. that is pre sobo

deleted-U055HQT39PC
2025-05-02 18:15:33

prob the same reason we have exacatech spelled multiple ways

James Turner (jturner@shield-legal.com)
2025-05-02 18:15:41

Agents are consistently picking the wrong one lol

image.png
deleted-U055HQT39PC
2025-05-02 18:16:09

makes sense. we just found a lead that an agent FINAL'd without ever speaking to the PNC

deleted-U055HQT39PC
2025-05-13 14:53:06

714646 FInal Changing from Illinois Juv Hall Abuse - Crump - TPMB - BLX To IL Juv Hall Abuse - BCL - SS - BLX @James Turner

James Turner (jturner@shield-legal.com)
2025-05-15 15:58:18

Heyo~ Looking to get a better understanding for myself with quota..

If an agent stays on task, and doesn't cheat or play the system, but they aren't necessarily the best or worst agent- do you expect that kind of person will reliably hit quota? or is it the kind of thing where unless you game the system, your job is always at risk?

James Turner (jturner@shield-legal.com)
2025-05-15 15:58:28

Heyo~ Looking to get a better understanding for myself with quota..

If an agent stays on task, and doesn't cheat or play the system, but they aren't necessarily the best or worst agent- do you expect that kind of person will reliably hit quota? or is it the kind of thing where unless you game the system, your job is always at risk?

deleted-U055HQT39PC
2025-05-15 16:09:22

That's kind of a loaded question. I think if agents want to make quota they would be calling the more profitable campaigns since those have the most points. If an agent goes after the low hanging fruit, less profitable leads, chances are they will be challenged to make quota

deleted-U055HQT39PC
2025-05-15 16:10:59

Like going after Depo cases since they're easier is going to get you 4 points towards quota compared to paraquat which will get you 10 points towards quota. So you're doing more than double the work just to be at the same level as someone else who's targeting more profitable campaigns while supplementing their commission with easier campaigns

James Turner (jturner@shield-legal.com)
2025-05-15 16:12:07

That makes sense- I don't mean for it to be a loaded question, just trying to get a better idea for some reasons I'll explain later lol

deleted-U055HQT39PC
2025-05-15 16:13:10

Haha got it. So in a sense they do have to game the system but that's playing within the rules of the game to maximize profit for the company and for themselves.

James Turner (jturner@shield-legal.com)
2025-05-15 16:13:21

Makes sense to me lol

deleted-U055HQT39PC
2025-05-15 16:13:40

cool

James Turner (jturner@shield-legal.com)
2025-06-30 13:01:29

Did the zapier thing get sorted? that' was wild

deleted-U055HQT39PC
2025-06-30 13:02:21

Yes. Thanks man. There was an outage as well it looked like

James Turner (jturner@shield-legal.com)
2025-07-10 17:55:50

https://shieldlegal.cloud.looker.com/boards/21 Here check this out

deleted-U055HQT39PC
2025-07-10 18:18:45

it wont let me log in?

James Turner (jturner@shield-legal.com)
2025-07-11 11:29:05

oh? What does it say?

deleted-U055HQT39PC
2025-07-11 11:39:24

It’s not letting me log in and when I request a password reset it doesn’t send an email

James Turner (jturner@shield-legal.com)
2025-07-11 15:16:22

How many signed retainers are you seeing today?

deleted-U055HQT39PC
2025-07-11 15:22:57

84

James Turner (jturner@shield-legal.com)
2025-07-11 15:27:07

Cool, I'm fact checking mine off of yours, Is that measured by things that went 'final' or anything containing 'signed-esign' in the status name??

Also, Do you have any way of filtering out tests, and things that were taken out of a billable status to see how that changes?? I am getting 63 and trying to figure out why

deleted-U055HQT39PC
2025-07-11 15:27:37

86 esigns 88 finals

James Turner (jturner@shield-legal.com)
2025-07-11 15:35:05

All with an earliest e-sign of today?

deleted-U055HQT39PC
2025-07-11 15:53:03

some of those were signed yesterday or earlier. wips for flags that were fised

deleted-U055HQT39PC
2025-07-11 15:53:10

fixed**

James Turner (jturner@shield-legal.com)
2025-07-11 15:53:28

Gotchu- Okay that makes more sense

James Turner (jturner@shield-legal.com)
2025-07-11 18:23:29

Figured out another part of it-

Ryan has verify set as a non-billable status which means leads temp drop out, but once they hit 'final' it brings em back in

James Turner (jturner@shield-legal.com)
2025-07-11 18:28:00

Fixing it now

James Turner (jturner@shield-legal.com)
2025-07-11 18:29:55

So it would of been correct in time, but temp dropped out where it shouldn't have

James Turner (jturner@shield-legal.com)
2025-07-11 18:37:56

Yeah looking better now

deleted-U055HQT39PC
2025-07-11 19:06:04

Awesome appreciate your help with all this bro

James Turner (jturner@shield-legal.com)
2025-07-14 12:09:17

Sending these over so I can ask a question in person with context

image.png
image.png
James Turner (jturner@shield-legal.com)
2025-07-17 16:02:53

Any idea what's going on with this lead??

Also for your system do u track military records?

image.png
deleted-U055HQT39PC
2025-07-21 22:54:40

that dude sent a bunch of esigns. prob couldn't get the pnc to sign

James Turner (jturner@shield-legal.com)
2025-08-01 18:04:13

Heyo~ question for ya..

On this dashboard you made, I see that you have a date selector, and that adjusts the "Finals" count, but what is is actually measuring? I imagine it's leads where the current status is 'final' but is it finding the leads to check, by the date the lead was created, or measuring a count of every unique lead that went to a final status on that day?

image.png
James Turner (jturner@shield-legal.com)
2025-08-01 18:11:46

Attempting to replicate it with Database Data like Carter requested

image.png
deleted-U055HQT39PC
2025-08-01 18:18:06

date status changed to final

James Turner (jturner@shield-legal.com)
2025-08-01 18:19:47

Gotcha okay.. that makes sense- Ive been dating by "earliest billable date"

Thank you!

🙌 deleted-U055HQT39PC
James Turner (jturner@shield-legal.com)
2025-08-01 18:19:53

Gotcha okay.. that makes sense- Ive been dating by "earliest billable date"

Thank you!

James Turner (jturner@shield-legal.com)
2025-08-21 14:23:57

Hey there, I heard you were having some issues getting into the data we set up for everyone? Can you please send me a screenshot of what happens when you go here: https://shieldlegal.cloud.looker.com/boards/21

It says you've had access for awhile, but I'm wondering if something bugged out

deleted-U055HQT39PC
2025-08-21 14:25:25

can you do a huddle so i can share my screen?

deleted-U055HQT39PC
2025-08-21 14:26:25

We have talked about this before, the password doesn't work for my normal looker and then when i go to forgot password it says it will send if the email is valid. i never get an email

deleted-U055HQT39PC
2025-08-21 14:29:31

Nick Ward said to invite you and tony, him and carter to a google meet because they might not have access either

James Turner (jturner@shield-legal.com)
2025-08-21 14:29:35

Away from my desk rn bouncing between a few different requests. When I get back to my desk I'll check your account email and see if I can force through a password reset.

What Email should it be assigned to, and if its really bugged I'll make you a new account- what email should I set it up on?

James Turner (jturner@shield-legal.com)
2025-08-21 14:30:14

I just confirmed with Ward and Carter they have access- tony hasn't replied to any of my messages

James Turner (jturner@shield-legal.com)
2025-08-21 14:48:20

I just forced a password reset link to anthony@tortintakeprofessionals.com

James Turner (jturner@shield-legal.com)
2025-08-21 14:49:00
image.png
James Turner (jturner@shield-legal.com)
2025-08-21 14:52:05

Please let me know if that works

deleted-U055HQT39PC
2025-08-21 14:56:00

That is so odd, it let me reset but then it highlights red

deleted-U055HQT39PC
2025-08-21 14:56:26

it did at least send me the email tho

James Turner (jturner@shield-legal.com)
2025-08-21 14:56:59

Send me a screen recording if you can? Snipping Tool allows you to record and copy paste into chat. I'm gonna wanna share that with our Looker Reps

deleted-U055HQT39PC
2025-08-21 14:59:38

Got it, ok so it did work now. I am in! That is so odd it wasn't sending me that password reset. Everything worked fine, the password suggestion did not add a number so that's why it didn't take

:fastparrot: James Turner
James Turner (jturner@shield-legal.com)
2025-08-21 15:01:13

Cool- and I set your homepage to the TIP OPS dashboard that shows you all of the stuff I have made for the call center and for us to keep general company operations together (other than financial stuff)

James Turner (jturner@shield-legal.com)
2025-08-21 15:01:38

I'm going to be doing a meeting at 4pm to show Delk and others how to use it, you're more than welcome to come

deleted-U055HQT39PC
2025-08-21 15:16:35

Dude @James Turner thank you for helping.

James Turner (jturner@shield-legal.com)
2025-08-21 15:21:37

Happy to do it man- I'm really sorry that you didn't have this before, I honestly thought you did

James Turner (jturner@shield-legal.com)
2025-08-21 15:21:53

Every time I made something I checked your account to make sure you have access

deleted-U055HQT39PC
2025-08-21 15:24:49

Yeah isn't that weird? It's like I was given access but I wasn't lol. Ryan invited me a long time ago but it just never worked properly.

James Turner (jturner@shield-legal.com)
2025-08-22 11:28:09

Not sure if Delk told you- the 4-5 last night got canceled because he forgot they were doing an open house

James Turner (jturner@shield-legal.com)
2025-08-22 11:28:21

so I'm gonna do something today at 11