Zekarias Haile (zhaile@shield-legal.com)
2024-11-25 17:58:51

Hey Mal, I'm working on consolidating a dashboard and have a quick question for you on the google sheet that Ryan shared with you and Greg.

Zekarias Haile (zhaile@shield-legal.com)
2024-11-25 18:00:40

I wanted to know which one is being shared with client and also which one do you think you might share it in future

Malissa (malissa@shield-legal.com)
2024-11-25 18:02:43

hi! i stare at so many google sheets lol. Which one is this one? You can send me the link

Zekarias Haile (zhaile@shield-legal.com)
2024-11-25 18:04:47

haha. okay I will.

Malissa (malissa@shield-legal.com)
2024-11-25 18:06:50

oh those!

Malissa (malissa@shield-legal.com)
2024-11-25 18:09:08

Greg works more with that than I do. the only ones we share with clients are the ones specifically for their firm/case. So like we'll share "Shield Legal - External - Kuzyk Law" with Kuzyk law. Not all customers get dashboards though

Malissa (malissa@shield-legal.com)
2024-11-25 18:09:12

greg's your guy for that

Zekarias Haile (zhaile@shield-legal.com)
2024-11-25 18:10:42

I see. Okay I will ask Greg then. Thanks!

Malissa (malissa@shield-legal.com)
2024-11-25 18:11:04

Yeah he can give you more details for sure

👍 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2024-12-04 15:59:08

Hey Mal, here is the URL for the Nations/Van/Liu dashboard

https://lookerstudio.google.com/u/0/reporting/6ebd2fa3-aa7a-432d-9df3-1ee9da824171/page/ASVvC

Malissa (malissa@shield-legal.com)
2024-12-04 16:07:57

gracias@!

Zekarias Haile (zhaile@shield-legal.com)
2024-12-04 16:12:10

de nada 😊

Zekarias Haile (zhaile@shield-legal.com)
2025-01-09 11:59:59

Thank you for bringing the tea bags here 🙏. Daniel just told me now.

Malissa (malissa@shield-legal.com)
2025-01-09 12:00:21

No problem! Meant to tell you sooner but got busy

Zekarias Haile (zhaile@shield-legal.com)
2025-01-09 12:01:27

No worries. I'm still struggling with a cold haha so still needed

Malissa (malissa@shield-legal.com)
2025-01-09 13:02:39

Oh noo that sucks

Zekarias Haile (zhaile@shield-legal.com)
2025-01-09 13:05:35

I know... I hope I would be okay with the help of your tea :)

Malissa (malissa@shield-legal.com)
2025-01-09 13:05:58

tea can work wonders

😄 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 17:41:15

Hey Mal, when I was doing the mapping for the Illinois Sexual Abuse- BG Secondary I see missing "Target Salesforce Field Help Text " column that is the long form of the sample Json. And Wondering if you can reach out to see if they are able to provide us the help text field(Column H)

100-101.png
278.png
Malissa (malissa@shield-legal.com)
2025-01-14 18:12:31

I think Darrel was working on that? Did you reach out to him to see if he has that info?

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 18:16:39

I did, he said it came from the client and he has the same doc as we do

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 18:24:22

Here is a point of contact for BG Christopher D. Odle <codle@baileyglasser.com> Virginia Schmitt <vschmitt@baileyglasser.com>

Malissa (malissa@shield-legal.com)
2025-01-14 18:28:22

yeah i can reach out to them. just wanted to check with the darrel part first. 🙂

Zekarias Haile (zhaile@shield-legal.com)
2025-01-14 18:29:11

yeah you're right. Thanks!

Malissa (malissa@shield-legal.com)
2025-01-14 18:35:16

Ok i'm cc'ing you. If they ask any question, you can reply just make sure i'm cc'd. 🙂

👍 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-01-27 10:01:35

Hey Mal, we were trying to send test to BG (Illinois Sexual Abuse SEC) and getting an error.

Could you please email to BG?

Here’s the draft email below. Feel free to edit it.

Subject: Error with File Upload API

Hi Chris and Virginia,

We're experiencing an issue with the file upload API. When trying to send the following data:

contenttype = mimetypes.guesstype(attachment[0])[0] file = { 'Id': intakelead["externalid"], 'filename': attachment[0], 'externalId': intakelead['leadid'], 'shortDescription': 'Retainer' if 'SignedContract' in attachment[0] else '', } response = requests.post('(link unavailable)', params=file, headers={'sforgid': 'BRIOTEST', 'apikey': key, 'Content-Type': contenttype})

We're receiving the following error:

Bailey Glasser: [["665129-Ronald2 Davit3-IntakeForm.pdf", "<Response [400]>", "{"error": "id is missing", "success": false}"]]

Could you please investigate and assist in resolving this issue?

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-01-31 13:03:29

everyone's with you?

Zekarias Haile (zhaile@shield-legal.com)
2025-01-31 13:27:34

Im sorry just saw your message

Malissa (malissa@shield-legal.com)
2025-01-31 13:44:52

no worries!

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 16:14:30

Hi @Malissa I have sent test for both the intake and secondary, can you please provide BG these ids to check how it's on their end. Thanks

Intake-matterId: dd7bdf08d29e4d05b7d7eaf7b4a63a8a Secondary -id: a38PY000005jnhdYAA

Malissa (malissa@shield-legal.com)
2025-02-04 16:33:27

that's for IL abuse right? @Zekarias Haile

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 16:44:24

yes

Malissa (malissa@shield-legal.com)
2025-02-04 16:45:58

cool

Malissa (malissa@shield-legal.com)
2025-02-04 16:47:44

You can reply to Chris's email about it with the details. 🙂

Malissa (malissa@shield-legal.com)
2025-02-04 16:48:03

you probably have lots of stuff you can give him to help him find it

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 16:49:17

okay. I will reply to him

Malissa (malissa@shield-legal.com)
2025-02-04 16:49:30

Thank you! 🙂

👍 Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-02-04 16:54:30

all i know right now is excel lol

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 16:58:20

lol I need an excel crash course to refresh my mind.. so think about preparing an excel crash course for me haha

Malissa (malissa@shield-legal.com)
2025-02-04 16:58:57

lol. Honestly Gemini has been an amazing excel resource.

Malissa (malissa@shield-legal.com)
2025-02-04 16:59:20

Better than any class or video because it explains it

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:03:24

agree. it is a big help for sure

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:04:09

it's great until it takes our job lol

Malissa (malissa@shield-legal.com)
2025-02-04 17:07:04

💯 I used to write copy. 🫠

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:17:09

is that for marketing and ad?

Malissa (malissa@shield-legal.com)
2025-02-04 17:17:35

Yup! Marketing copy, Romance language, SEO, you name it.

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:18:29

i see.is it now being replaced by AI?

Malissa (malissa@shield-legal.com)
2025-02-04 17:19:17

For a lot of places yeah. My last employer switched to AI when I went to operations supervisor.

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:20:57

oh okay. That was nice and timely move for you I guess

Malissa (malissa@shield-legal.com)
2025-02-04 17:21:49

lol tbh they still asked me for help. They’re mostly AI now I think

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:25:21

ohh and you still helped them? that is nice of you

Malissa (malissa@shield-legal.com)
2025-02-04 17:26:08

lol small office. I’m not helping now though. 🤣 🤣 🤣 🤣

😃 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:28:47

You will be acknowledged when they grow in the future... I hope so haha

Malissa (malissa@shield-legal.com)
2025-02-04 17:29:18

🤣 nah that place won’t.

Malissa (malissa@shield-legal.com)
2025-02-04 17:29:23

The AI will lol

😅 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:45:07

Btw I will be off starting tomorrow and will return on Monday. I hope the test went through smoothly on their end. However, in case there’s any issue, Dustin will take care of it. FYI

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-02-04 17:45:23

sounds good. enjoy your time off!

Malissa (malissa@shield-legal.com)
2025-02-04 17:45:35

I'm thinking about taking Monday off.

Malissa (malissa@shield-legal.com)
2025-02-04 17:45:55

i probably won't

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:45:56

Thank you!

Zekarias Haile (zhaile@shield-legal.com)
2025-02-04 17:46:20

Why not take it lol

Zekarias Haile (zhaile@shield-legal.com)
2025-02-10 16:12:11

Halo, can you please send BG a follow up email?

Malissa (malissa@shield-legal.com)
2025-02-10 16:15:22

on it! Have had some hot hot fires

Zekarias Haile (zhaile@shield-legal.com)
2025-02-10 16:18:36

*Thread Reply:* I hope the fire extinguishers was on your side

Malissa (malissa@shield-legal.com)
2025-02-10 16:16:34

how's this? short sweet and to the point? Hi Chris,

I just wanted to follow up and see how things looked on your end. Let us know what changes should be made or if you found any errors.

👍 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-02-10 16:17:16

sounds great!

Zekarias Haile (zhaile@shield-legal.com)
2025-02-12 13:11:36

Hey @Malissa are we doing the dash for ELG or crump here? wanted to know whose logo to use on the dash

"here are the specifics on that dash:

Crump/ELG only. I need to use it for the Wood Pellets campaigns (Property Damage and Injury) so i can give them an updated report so they can add funding"

Malissa (malissa@shield-legal.com)
2025-02-12 13:18:30

they're both going to get it. so one for each

Zekarias Haile (zhaile@shield-legal.com)
2025-02-12 13:19:23

oh okay. Thanks!

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-02-12 13:26:00

no problem

Malissa (malissa@shield-legal.com)
2025-03-11 16:14:10

Hi! I have another example for you. Firefighting Foam - VAM Law - ELG/Meadow The customer dashboard shows 64 but Lawruler has 68

Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:49:24

*Thread Reply:* Hey! @Malissa I see that we have Firefighting Foam - VAM Law - ELG/Meadow and Firefighting Foam 2 - VAM Law - ELG/Meadow, But on the dash that I'm looking at is for both

Zekarias Haile (zhaile@shield-legal.com)
2025-03-11 16:22:56

Hey, interesting. I don't know where this discrepancy comes from but I was asking how we are reconciling the TIP and SL dash. specifically on Wood pellet campaign

Malissa (malissa@shield-legal.com)
2025-03-12 12:52:32

what does the dash you're looking at look like?

Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:53:29

it's for both Firefighting 2 and Firefighting

Malissa (malissa@shield-legal.com)
2025-03-12 12:53:59

oh i know which one you're looking at. I'm looking at the all cases one and i filtered it down

Malissa (malissa@shield-legal.com)
2025-03-12 12:54:33

what the heck!? this one is showing 68 for the first one

Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:56:12

*Thread Reply:* so i think we are good then

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-03-12 12:54:36

check this out

Malissa (malissa@shield-legal.com)
2025-03-12 12:54:51
image.png
Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:55:49

looks like dont have access to it

image.png
Malissa (malissa@shield-legal.com)
2025-03-12 12:55:54

wait i think i answered my own question. for whatever reason, some got put under VAM Law (TIP)

🙏 Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-03-12 12:56:02

eh you're not missing anything

Malissa (malissa@shield-legal.com)
2025-03-12 12:56:04

IMHO

Malissa (malissa@shield-legal.com)
2025-03-12 12:56:32

these are the culprits. THANK YOU

image.png
Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:57:03

it's great that you solved your problem haha

Malissa (malissa@shield-legal.com)
2025-03-12 12:57:07

lol

Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:57:11

Np!

Malissa (malissa@shield-legal.com)
2025-03-12 12:57:47

well the interesting thing is that Ryan's paid vs spent report is using 64 (not factoring in that VAM Law (TIP))

Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:58:26

ohh that's not good

Malissa (malissa@shield-legal.com)
2025-03-12 12:58:47

yeah i think that's causing the PvS to be off on some others too

Zekarias Haile (zhaile@shield-legal.com)
2025-03-12 12:59:50

I see...probably Ryan is not aware of it

Malissa (malissa@shield-legal.com)
2025-03-12 12:59:59

yeah i'll bug him

👍 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-04-15 13:25:51

Hey Mal! Ryan said the only thing I need to move is yesterday's paraquat 12. FYI. Thanks

Malissa (malissa@shield-legal.com)
2025-04-15 13:33:51

yay!

Malissa (malissa@shield-legal.com)
2025-04-28 12:02:06

They’re all waiting over here

Malissa (malissa@shield-legal.com)
2025-04-28 12:02:34

We got the room now

Zekarias Haile (zhaile@shield-legal.com)
2025-04-28 12:04:49

coming

Malissa (malissa@shield-legal.com)
2025-05-30 15:32:30

Greg Genson Craig Smith Sean Mulkeen

@Zekarias Haile

🙏:skin_tone_3: Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 13:59:33

Hey Mal, do you know how we treat this on financial since there is no San Bernardino - DL - DL

image.png
Malissa (malissa@shield-legal.com)
2025-06-10 14:02:58

ugggggggggggggggggggggggggggggghhhhhh that was a referall

Malissa (malissa@shield-legal.com)
2025-06-10 14:03:00

referal

Malissa (malissa@shield-legal.com)
2025-06-10 14:03:23

i'll try to get more info for you

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:04:46

yes i saw that ... my question is why they put into different contract (that doesn't exist) . please, thanks

Malissa (malissa@shield-legal.com)
2025-06-10 14:06:44

I'm bugging anthony about that. basically it's a referral just from Dicello and Tony instructed to put it under just DL. I'll let you know what else Anthony tells me

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:09:49

Great, thanks

Malissa (malissa@shield-legal.com)
2025-06-10 14:19:17

ok @Zekarias Haile i explained it all to Cam. here's what he said: Not billable. We will only bill from TIP manual sign up. 200.00

Malissa (malissa@shield-legal.com)
2025-06-10 14:19:29

does that help?

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:20:30

meaning we shouldn't count under today's deal?

Malissa (malissa@shield-legal.com)
2025-06-10 14:20:57

since it's not billable that's what i'm guessing

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:21:56

so it's not billable coz it was referred by DL right?

Malissa (malissa@shield-legal.com)
2025-06-10 14:22:01

yeah

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:22:51

I see.. so then who needs to take care of to manually bill from TIP?

Malissa (malissa@shield-legal.com)
2025-06-10 14:23:22

It's my first time dealing with this too lol. Might be a Ryan question? It's a weird one

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:23:38

I know it is haha

Zekarias Haile (zhaile@shield-legal.com)
2025-06-10 14:24:11

will ask him and might come to you to ask more if i didnt understand haha

Malissa (malissa@shield-legal.com)
2025-06-10 14:24:22

lol ok

Malissa (malissa@shield-legal.com)
2025-07-08 12:30:12

I'm an idiot

Malissa (malissa@shield-legal.com)
2025-07-08 12:30:21

that's everything

Shield Legal - External -  All Cases_Daily Summary_Table (4).csv
Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 12:30:47

No, you're smart haha thanks

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 12:32:20

Actually I found the dash.. I was looking for NEC dash

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-07-08 12:36:34

NEC does sound like a firm

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 12:38:02

I know

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 13:15:04

I see the 1251 on the database too. Can u share me the LR report you build want to cross check with the dash

Malissa (malissa@shield-legal.com)
2025-07-08 13:15:30
NEC2-Custom Report-2025-07-07.xlsx
🙏:skin_tone_3: Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-07-08 13:16:12

it's literally everything lol

😄 Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 13:55:36

@Malissa I think these two are missing in the LR report 67326 33789

Malissa (malissa@shield-legal.com)
2025-07-08 13:56:58

2022?!

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 13:58:42

yup

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 13:59:08

are we not including 2022?

Malissa (malissa@shield-legal.com)
2025-07-08 13:59:29

i didn't think we went back that far lol

Malissa (malissa@shield-legal.com)
2025-07-08 14:00:09

hmmm

Malissa (malissa@shield-legal.com)
2025-07-08 14:01:00

i wanna try something. give me a minute

Malissa (malissa@shield-legal.com)
2025-07-08 14:02:47

I'm running a fresh report going back to 2021 lol

Malissa (malissa@shield-legal.com)
2025-07-08 14:06:55

ok so now i see 1249 and that includes those guys. The dash still shows 1251 though....

Malissa (malissa@shield-legal.com)
2025-07-08 14:07:19

that might include 1 signed and declined from today so we're at least off by 1

Malissa (malissa@shield-legal.com)
2025-07-08 14:07:26

that might include 1 signed and declined from yesterday so we're at least off by 1

Malissa (malissa@shield-legal.com)
2025-07-08 14:08:08

that might include 1 signed and declined from today so we're at least off by 1

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:08:15

I see

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:08:28

we are getting closer

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:08:30

hahah

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:08:49

I will just delete one from the dash then hahah

Malissa (malissa@shield-legal.com)
2025-07-08 14:08:56

if you're happy i'm happy lol

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:09:02

haha

Malissa (malissa@shield-legal.com)
2025-07-08 14:09:13

here's the one going back to 2021 lol

nec-Custom Report-2025-07-08 (2).xlsx
👍:skin_tone_3: Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:24:18

Now I don't see any missing . Not sure where the problema is 🤔

Malissa (malissa@shield-legal.com)
2025-07-08 14:24:40

Yeah it's weird

Malissa (malissa@shield-legal.com)
2025-07-08 14:24:44

maybe it's counting someone twice or something

Malissa (malissa@shield-legal.com)
2025-07-08 14:25:01

when i go to the Lawruler inbox, it matches at 1249

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 14:30:41

I will double check the dash to see if there’s double counting when I get back from Lunch

👍 Malissa
Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 15:53:58

Looks like no duplicates on the dash

Malissa (malissa@shield-legal.com)
2025-07-08 16:01:24

weird. I wonder if one is in limbo... like signed but declined.... I guess we'll see tomorrow

Zekarias Haile (zhaile@shield-legal.com)
2025-07-08 16:02:51

Yeah, probably that is the case.. will pray and wait for tomorrow morning

Malissa (malissa@shield-legal.com)
2025-07-08 16:08:11

It'll be ok

🤞:skin_tone_3: Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-07-08 16:08:12

🙂

Malissa (malissa@shield-legal.com)
2025-07-09 13:24:21

it looks like it's connected to the LP ID

Zekarias Haile (zhaile@shield-legal.com)
2025-07-09 13:27:05

right? I think that would make sense because it has to do with the budget and it's supposed to do its math when there is some changes

Zekarias Haile (zhaile@shield-legal.com)
2025-07-09 13:27:21

right? I think that would make sense because it has to do with the budget and it's supposed to do its math when there is some changes

Malissa (malissa@shield-legal.com)
2025-07-09 13:28:45

right

Malissa (malissa@shield-legal.com)
2025-07-09 13:29:49

If i can narrow down where the issue is, it will help Ryan fix it

Malissa (malissa@shield-legal.com)
2025-07-09 13:29:51

hopefully

Zekarias Haile (zhaile@shield-legal.com)
2025-07-09 13:30:24

Hopefully 🫰:skintone3:

Zekarias Haile (zhaile@shield-legal.com)
2025-07-17 16:56:47

@Malissa Can you please find this dash for Cam? I couldn't find it looks like I don't have access

Cameron Rentch (https://themedialaboratory.slack.com/team/UHMC40W4E)
<p>@Ryan can you please locate and send the the customer dash for Levinson ELG TC/MC AFFF/PFAS? I can not seem to locate it</p>
Thread in Slack Conversation
Malissa (malissa@shield-legal.com)
2025-07-17 16:58:11

I don't have access either.

Zekarias Haile (zhaile@shield-legal.com)
2025-07-17 16:58:44

hmm... thanks for trying

Malissa (malissa@shield-legal.com)
2025-07-17 16:59:08

sorry 😞

Zekarias Haile (zhaile@shield-legal.com)
2025-07-17 16:59:19

No worries