James Turner (jturner@shield-legal.com)
2024-12-23 17:47:06
Lead Lifecycle 12_23.jpg
James Turner (jturner@shield-legal.com)
2025-01-09 16:04:04

https://meet.google.com/xep-beqz-zym

James Turner (jturner@shield-legal.com)
2025-02-18 10:46:47

Going to be rolling in closer to 9:45 today if that's alright. Stayed up late working on the last minute project for today

deleted-U06VDQGHZLL
2025-02-18 10:52:07

no problem. If you want to stay home for your meetings and stuff today, go for it

James Turner (jturner@shield-legal.com)
2025-02-18 10:52:45

Appreciate you!

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

Meeting went well enough. CRM turned into CRM with AI, + Marketing tool like Leadspedia + law firm portal + PNC portal on a whole different website..

James Turner (jturner@shield-legal.com)
2025-02-18 13:05:20

But I was able to express my concerns about AI costs and scope in a way that seemed to be understood

James Turner (jturner@shield-legal.com)
2025-02-18 13:07:36

And they want to have an AI chatbot for the client portal

James Turner (jturner@shield-legal.com)
2025-02-18 13:08:24

Also heard back from Leadspedia and got what we believe at the moment is an answer on how to get what we need out of leadspedia

James Turner (jturner@shield-legal.com)
2025-02-18 13:08:34

Mcfadden is already mocking it up

deleted-U06VDQGHZLL
2025-02-18 13:10:54

Glad it went well, but the project seems to just keep growing. If they understood the cost impact, did they brush it off or was it a concern?

James Turner (jturner@shield-legal.com)
2025-02-18 13:12:25

They are going to get estimates, and see what Google says. According to Ryan, Google has programs where they help pay for development costs, if you use GCP for all Data platforms

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

But I planed a seed for Cam to think about.

deleted-U06VDQGHZLL
2025-02-18 13:52:58

Side note, I recommend emailing Shellie and Connie about your Paylocity PTO balance issues. I sent mine over last night and even though Connie is out, Shellie is going to follow up on it. Apparently there was a need for balance reconciliation in the past and I didn't get included in it (that's the assumption), so getting yours right amid the transfer from SL to TIP is probably going to be wrong to start with.

James Turner (jturner@shield-legal.com)
2025-02-18 13:54:53

Good call! I'll send a message over now. I have another meeting at 12:15, and a meeting after that, that goes until 1 if it doesn't run late.

James Turner (jturner@shield-legal.com)
2025-02-18 13:57:20

After that I'm gonna do a quick lunch and head into office. Thanks for giving me the go-ahead earlier!

deleted-U06VDQGHZLL
2025-02-18 14:11:29

Is it worth still coming in today? Might as well stay home

James Turner (jturner@shield-legal.com)
2025-02-18 14:12:22

I would just be doing the same work there, but didn't want to push it 🤷‍♂️

deleted-U06VDQGHZLL
2025-02-18 14:12:50

stay home.

👍 James Turner
James Turner (jturner@shield-legal.com)
2025-02-18 14:27:52

Cool, just got to Help Brian with some SQL stuff that ryan has him doing. Super simple stuff but yeah

James Turner (jturner@shield-legal.com)
2025-02-18 18:41:45

Made some HUGE progress today code and database wise. We finally got a raw source of truth for the leadspedia contract Ids, and developed a process to associate them with the leads in lawruler.

James Turner (jturner@shield-legal.com)
2025-02-18 18:41:59

This is something we have been trying to solve for like two weeks!

🙌 deleted-U06VDQGHZLL
James Turner (jturner@shield-legal.com)
2025-02-18 18:49:08

Gotta figure out automations on all of it, but it's a big roadblock out of the way

James Turner (jturner@shield-legal.com)
2025-02-27 11:38:54

I have a Drs appointment this morning for 9:30 that I'm in now, but im all good to come in after, or just knock out stuff from home like before~ it sounds like today is gonna be a meetings and knocking out code/process kind of day so whatever works!

deleted-U06VDQGHZLL
2025-02-27 11:42:51

As long as we have support for monitoring how the leads come into Five9 starting from LP, I’m fine if you stay home

James Turner (jturner@shield-legal.com)
2025-02-27 11:48:15

Already thinking about that and planning how I'm gonna map the process now!

🙌 deleted-U06VDQGHZLL
James Turner (jturner@shield-legal.com)
2025-02-27 14:00:12

Hitting a roadblock on my testing. It looks like when Dustin "improved" McFadden's code and removed those 200+ lines of code, it messed something up so were not getting the leadspedia data anymore. I reached out and he's attempting to fix now.

James Turner (jturner@shield-legal.com)
2025-02-27 14:00:55

But I was able to generate reports from five9 that you can access without Bigquery, to compare to leadspediaallsold once that gets back up and running

James Turner (jturner@shield-legal.com)
2025-02-27 15:06:36

We were getting all of them before, like the 500k+ I showed you, and now we are only getting like 40k so we cant' use it as a way to compare the two. I'm reaching out now to see if they can just roll the code back temporarily so we can at least get a snapshot for testing.

James Turner (jturner@shield-legal.com)
2025-02-27 18:45:42

Updates for the day: • Reached out to Mark as requested, and CCed you on all that communication. • In that process, I build a tool we can run to check for new campaigns, or changes in campaign names in Lawruler. This will feed into the PCTID data that all the other flows use. • I'm still digging away on attempting to build testing for the leadspedia -> lawruler -> five9. With the Leadspedia pipeline being down, I've been attempting to verify through very manual methods. • Spoke with Dustin for awhile trying to figure out why the Leadspedia lead pipeline went down and researched alternatives there are to get what we need. • Through manual methods I am seeing some odd stuff. Some leads are going through but I'm also seeing Leads showing up in Five9 that aren't in Leadspedia, and Leadspedia leads that aren't showing up in Five9. I don't trust any of it yet though because I'm having to rely on unreliable data until we get that Leadspedia pipeline back up.

👍 deleted-U06VDQGHZLL
James Turner (jturner@shield-legal.com)
2025-02-27 18:53:01

Hit enter a little too early, edited to include more updates ^^

James Turner (jturner@shield-legal.com)
2025-02-27 18:54:22

Just saw your email to branden about agents changing status- That would explain a lot of the funky data I was seeing

deleted-U06VDQGHZLL
2025-02-27 18:56:35

Yeah, we will pull folks out of manual dialing tomorrow and that should help

James Turner (jturner@shield-legal.com)
2025-02-27 19:00:55

I was chasing that rabbit for awhile, that's good to know, Any reason we are pulling out of manual dialing on a Friday or just because that's what tomorrow is?

Ultimately if agents don't like it, thats unfortunate but the way it is- Hopefully the weekend just gives upset people time to cool off and doesn't create more issues.

deleted-U06VDQGHZLL
2025-02-27 20:12:39

Just because we need to see all campaigns gets leads piped in via API. We had 488 new leads yesterday and TBD for today. We don’t even have to do it all day, but to run through several campaigns and make sure we catch new ones will be confidence building.

James Turner (jturner@shield-legal.com)
2025-02-27 20:13:32

Makes sense to me!

James Turner (jturner@shield-legal.com)
2025-03-04 14:42:50

Talked to Tony and Jackson, turns out they are looking at different things, but I wrote out a machine learning model that should search for spam leads. Still very much just testing phase though..

James Turner (jturner@shield-legal.com)
2025-03-04 14:43:03

It's gonna keep my PC locked down for a bit so I went for lunch

James Turner (jturner@shield-legal.com)
2025-04-08 18:44:00

Met up with Mcfadden and Dustin to go over plans for this week at the google cloud conference, and met up with David to provide updates on the project being pushed back or at least staggered due to new ryan requirements

James Turner (jturner@shield-legal.com)
2025-04-08 18:44:16

I think I missed you before you headed out so providing updates here

deleted-U06VDQGHZLL
2025-04-09 12:24:51

Thanks, enjoy the conference.

deleted-U06VDQGHZLL
2025-04-09 12:26:08

I did leave at 3:30 for my daughters doctor appointment. Reminder that I will step out for 2 hours Thursday as well for her dentist follow-up too (hopefully they don't have to pull her two front teeth 😬)

James Turner (jturner@shield-legal.com)
2025-04-09 13:27:04

This is really cool. First seminar and already getting a lot out of this.

James Turner (jturner@shield-legal.com)
2025-04-09 13:27:40

Also our friends from Fivetran say Hi. Let me know if you want me to grab you any Google merch

1000019290.jpg
deleted-U06VDQGHZLL
2025-04-09 18:39:53

Great hat!

deleted-U06VDQGHZLL
2025-04-09 18:40:47

Grab what you can without being greedy I guess. Thanks

James Turner (jturner@shield-legal.com)
2025-04-10 12:07:25

Just attended a AI agent / Salesforce booth, and while they are only showing what they choose to.. it's looking pretty cool!

deleted-U06VDQGHZLL
2025-04-10 12:56:06

Yeah, it is pretty slick. Definitely a lot more offered than just gatekeeping.

James Turner (jturner@shield-legal.com)
2025-04-14 09:16:06

Hey there, had a great time at the conference and picked up a lot but I picked up a fever in the process that's kicking me pretty hard. I was hoping it would resolve by this morning but I guess not. If possible, I would like to use one of my PTO days as a sick day today.

James Turner (jturner@shield-legal.com)
2025-04-17 15:58:48

I got something good for you when you get back

James Turner (jturner@shield-legal.com)
2025-04-21 18:21:08

We determined a solution but before moving forward, I want to ensure It's approved from a business standpoint.

When a lead generates a referral (think brother for video game addiction) agent tags the case as a referral, and pd copy pastes the case_description field on Lawruler from the original lead to the referral lead.

When a lead gets moved from one campaign to another, we change the LR casetype but keep everything else the same, which means that the media buyer still gets paid, but we bill and send the lead to the proper firm.

deleted-U06VDQGHZLL
2025-04-21 18:22:46

Makes sense

James Turner (jturner@shield-legal.com)
2025-04-21 18:23:16

We are discussing it with Sobo, and we plan on meeting with Louise to make sure PD is trained on this

James Turner (jturner@shield-legal.com)
2025-04-23 12:24:18

Sorry about that- Internet kept going out like last week, but I was in the middle of writing a piece of code so every time it crashed, I would lose the code I just wrote. Messaged IT and didn't expect them over that quickly

James Turner (jturner@shield-legal.com)
2025-04-29 11:44:50

https://medium.astrafy.io/understanding-the-differences-between-looker-looker-studio-and-looker-studio-pro-ed4324400e1f

Medium
Understanding the Differences Between Looker, Looker Studio, and Looker Studio Pro
In today’s data-driven world, businesses rely heavily on powerful analytics tools to make informed decisions. Looker, Looker Studio, and…
Reading time
5 min read
Original URL: https://medium.astrafy.io/understanding-the-differences-between-looker-looker-studio-and-looker-studio-pro-ed4324400e1f
James Turner (jturner@shield-legal.com)
2025-05-02 12:14:00

Restarting my PC because It's being funky, so if you see my randomly go offline, that's why lol

James Turner (jturner@shield-legal.com)
2025-05-02 15:31:51

Sent you a invite to the TIP retool, the only page I have made is the Primary Casetype ID page

James Turner (jturner@shield-legal.com)
2025-05-02 15:33:00

Mal will be filling it out, but I want to make sure anyone with the right access can edit it if need be.

tip_primary_casetype_id_tool_video_tutorial.mp4
deleted-U06VDQGHZLL
2025-05-02 17:46:28

Thanks, just accepted it now. Been a weird day here with all the people and interviews scattered around.

deleted-U06VDQGHZLL
2025-05-02 17:46:33

Have a nice weekend

James Turner (jturner@shield-legal.com)
2025-05-02 17:46:58

Oh? did you get pulled into the office for interviews after all?

deleted-U06VDQGHZLL
2025-05-02 17:47:35

no, but with all of those folks being in interviews, the rest of us were getting peppered with stuff in their absence.

deleted-U06VDQGHZLL
2025-05-02 17:48:14

in war room with everyone now trying to figure out how to get data sorted, validated, and into Litify for DL

deleted-U06VDQGHZLL
2025-05-02 17:48:31

it's a huge mess. the way intake recorded data over the last few years is appalling

James Turner (jturner@shield-legal.com)
2025-05-02 17:51:17

I can imagine! I'm making good progress on the current sprint and already got more done than I expected to today, with hopefully a few more big tasks done by end of day.

I'm hoping that when we move forward with whatever new CRM it is, we set it up where agents physically are not able to submit their info without it being in the correct format. ( It's a method used in Data Governance )

James Turner (jturner@shield-legal.com)
2025-05-02 17:52:00

That way we can stop incorrect data in it's tracks before it ever hits our systems

deleted-U06VDQGHZLL
2025-05-02 17:53:58

right on, glad to hear. I'm guessing you know this since you have CRM meetings next week, but Cam will be in Vegas at some point Monday and leave Thursday morning

James Turner (jturner@shield-legal.com)
2025-05-02 17:54:37

I'll do what I can to push for it in those meetings, it's pretty standard across anywhere where a user can enter data

James Turner (jturner@shield-legal.com)
2025-05-02 17:54:47

(think password requirements)

James Turner (jturner@shield-legal.com)
2025-05-02 18:00:23

Have a good weekend!

:gratitude_thank_you: deleted-U06VDQGHZLL
James Turner (jturner@shield-legal.com)
2025-05-09 17:13:19

Stepping AFK for a little bit to make lunch, but already got a lot done today.

Built a front and back end system for "Other" Revenue systems, with a unique ID system and ability for Rose and other people in accounting to add revenue points and select clients based off our firms list.

Still gotta work a few little tweaks out but so far so good!

👍 deleted-U06VDQGHZLL
James Turner (jturner@shield-legal.com)
2025-05-14 13:23:55

Updating the Lead status tracker now

James Turner (jturner@shield-legal.com)
2025-05-14 13:24:17

Expect it to be broken for a little bit (studio does not allow rolling updates)

James Turner (jturner@shield-legal.com)
2025-05-15 13:51:37

I know were coming in late, but this seems like were deciding spiff stuff without actually figuring out how the system is designed or should be designed??

James Turner (jturner@shield-legal.com)
2025-05-15 13:52:05

Did you figure out if anyone actually asked Anthony to build the commission system?

James Turner (jturner@shield-legal.com)
2025-05-15 14:14:54

We need some cohesive direction on the scope of this project and who's actually supposed to be doing it. I can build a commission system using code, dashboards for supervisors, and checking itself with LR_data but it won't be real time, it will be updated hourly.

It looks like Anthony is pretty hard stuck on keeping everyone on his system, and different leaders are telling different people to build this system..

James Turner (jturner@shield-legal.com)
2025-05-15 14:16:11

If we want to say forget it and just let him do it, because it's not worth the fight and lack of leadership direction then all I would need is to get the data from all of this into BQ, but I am concerned what happens when this system grows and breaks because excel can't handle it

James Turner (jturner@shield-legal.com)
2025-05-29 17:17:27
all_dispos_df.csv
James Turner (jturner@shield-legal.com)
2025-05-29 17:17:50

Invalid call, Unsuccessful Contact, Successful Contact

James Turner (jturner@shield-legal.com)
2025-06-03 12:32:46

Do you know what conference room we decided on?

deleted-U06VDQGHZLL
2025-06-03 12:34:26

For what?

James Turner (jturner@shield-legal.com)
2025-06-03 12:36:13

The Pilot Request- Or are they gonna come find us when they need us?

deleted-U06VDQGHZLL
2025-06-03 12:36:50

The pilot is the standing AI meeting, not the CRM

James Turner (jturner@shield-legal.com)
2025-06-05 14:40:15
image.png
James Turner (jturner@shield-legal.com)
2025-06-05 14:40:34
incorrectly_set_calls.csv
James Turner (jturner@shield-legal.com)
2025-08-28 12:07:31

174 new leads generated today

image.png
James Turner (jturner@shield-legal.com)
2025-08-28 12:08:46

12 different agents have manual dialed our top called lead today. Letting you know in case they are drilling out the "we only have 5 people manual dialing"

James Turner (jturner@shield-legal.com)
2025-08-28 12:34:58

Added new feature added to the Outbound Call Data Dashboard. • You can now see how many agents are calling over the time period selected, and their call count. • You can also use this with other filters to select a lead from "Hot Leads" and see how our calls are split across multiple agents

20250828-1729-31.1178040.mp4