Malissa (malissa@shield-legal.com)
2025-02-13 11:05:59

hi @deleted-U04TA486SM6! Yesterday was super busy in the afternoon. I've attached a sample of what i get from VSS to do their billing. For the MRT raw file, i would just maybe add a section with the agent's name and anything else that might be helpful in getting the billing to the right place. 🙂

https://docs.google.com/spreadsheets/d/1WqtOX8fmdTSNP_l_6tBv8ggEX17L_RW1jSWVpJ0R2Vk/edit?usp=sharing

deleted-U04TA486SM6
2025-02-13 12:00:37

Thank you Malissa I will work on getting this to you by the end of the day if not by tomorrow if that's ok

deleted-U04TA486SM6
2025-02-13 12:00:56

I just requested access for the sheet you sent me

Malissa (malissa@shield-legal.com)
2025-02-13 12:02:11

Got it. Let me know if it still gives you trouble. :) thank you!

deleted-U04TA486SM6
2025-02-13 12:19:42

I just got access, I have a few questions. I see you have actual leads with the PNC's Names and case IDs. We do not have a way to track that from my end, all of that information would be in Dicello's systems since that's what they are working out of. I do have the assigned work that the supervisor gives them once reports have been sent to her from Dicello. It is a long report with multiple tabs I could share with you if you want to take a look at that?

deleted-U04TA486SM6
2025-02-13 12:19:54

It is color coded for each agent

Malissa (malissa@shield-legal.com)
2025-02-13 12:20:42

That should work. The big thing is really just agent name and if it was flatirons, dicello, etc

Malissa (malissa@shield-legal.com)
2025-02-13 12:21:10

so it could be agent name, case name, date.

Malissa (malissa@shield-legal.com)
2025-02-13 12:21:30

whatever is easiest for you

deleted-U04TA486SM6
2025-02-13 12:22:05

Ok I will get that sheet and also create one that has the case types each agent is working on and what firm

Malissa (malissa@shield-legal.com)
2025-02-13 12:22:10

Thanks!

Malissa (malissa@shield-legal.com)
2025-02-13 12:22:10

🙂

deleted-U04TA486SM6
2025-02-13 16:35:53

Did you need any of the agent hours or pay rates? Or did I hear Brian say that he was pulling that information from Paylocity?

Malissa (malissa@shield-legal.com)
2025-02-13 16:36:14

Brian is getting that from Paylocity. :)

Malissa (malissa@shield-legal.com)
2025-02-13 16:36:30

So really just who is working on what

deleted-U04TA486SM6
2025-02-13 16:41:10

That makes sense, So I added to your sheet splitting the agent between Flatiron and Dicello and what case types they are assigned to. I am trying to get the details as far as the cases and specific clients they are working on but their lists change weekly and they also have a list of new requests and re-requests they have assigned and the list is being worked on so they change constantly. But the case types like Camp Lejeune or Paraquat stay consistent. If you look at the last 2 tabs those I copied from the agent assignments but the Employee key has they agent names and the firm and case type they are assigned to.

Malissa (malissa@shield-legal.com)
2025-02-13 16:48:58

Awesome!

deleted-U04TA486SM6
2025-02-13 17:10:29

Let me know if you want me to add tabs for all the agents

Malissa (malissa@shield-legal.com)
2025-02-13 17:14:47

Will do. Been working on a hot fire for Cam but there’s a light at the end of the tunnel lol

Malissa (malissa@shield-legal.com)
2025-02-13 17:28:23

Yeah i think this is good. The main thought i have is someone at dicello or wherever coming back and wanting all the backups to go with the billing. So this would help us make sure we bill correctly AND prevent any disputes

Malissa (malissa@shield-legal.com)
2025-02-13 17:29:28

Thank you!

deleted-U04TA486SM6
2025-02-13 17:34:38

Since their list change so much I could have Jasmine the supervisor share the new list with you when she makes them?

Malissa (malissa@shield-legal.com)
2025-02-13 17:59:19

Whatever is easiest for you and the team. I usually try to invoice in the first two weeks of the month for the previous month. We are still sorting this one out but that will be the cadence ideally

Malissa (malissa@shield-legal.com)
2025-02-21 16:52:09

Hi @deleted-U04TA486SM6! So here's the list of people I have as working on only Dicello MRT for January. Is that right? Did anyone do anything other than Dicello? I looked at the doc i shared and I'm guessing no but wanted to double check.

Malissa (malissa@shield-legal.com)
2025-02-21 16:52:13
image.png
deleted-U04TA486SM6
2025-02-24 14:03:28

Yes, that is correct for January. A few of those agents are no longer with us and some have switched to Flatirons but in January that list is correct.

Malissa (malissa@shield-legal.com)
2025-02-24 14:04:25

cool. THANK YOU!

Malissa (malissa@shield-legal.com)
2025-02-25 17:55:26

Thank you so much for you and your team's help figuring out the Michigan pollution injuries!

Malissa (malissa@shield-legal.com)
2025-02-25 17:55:34

I appreciate it

deleted-U04TA486SM6
2025-02-25 17:57:40

Of course, the team loves helping with any extra projects. Please let me know if you ever need help in the future!

Malissa (malissa@shield-legal.com)
2025-02-25 17:58:58

will do! I hate to say it but MI Pollution Illness might need a look. There might be similar instances where they were going to file for a loved one but didn't.

Malissa (malissa@shield-legal.com)
2025-02-25 17:59:14

But... that can be for another day if needed lol

deleted-U04TA486SM6
2025-02-25 18:01:03

Yea for sure we can definitely help with that. If you want to send Anthony info and ask if he could come to explain what needs done. And I can have the team start when we get directions.

Malissa (malissa@shield-legal.com)
2025-02-25 18:02:15

Will do. I'm going to update Cam and Andy first. i had to get a report out yesterday to the firms for payment so it's a little higher than the adjusted number will be but it's always better to be higher and reduce later.

Malissa (malissa@shield-legal.com)
2025-02-25 18:24:54

We are going to need to do the same for the ones that are under "injury". I'm mostly concerned about the statute of limitations if someone was filing for a deceased loved one. Or something just got put in there wrong.

The less chances the firm disputes stuff the better right?

deleted-U04TA486SM6
2025-02-25 18:44:28

Yes definitely agree, we want to avoid any disputes. We can definitely take a second look at those files

Malissa (malissa@shield-legal.com)
2025-03-10 16:54:15

hello! I have these agents as working exclusively on Non-Flatirons:

Erika Fernandez Raquel Charles Keyonnia Floyd Kimberly Allen Brandi Smith Jasmine Taylor Earl Terrell Sharon Williams

Let me know if that's incorrect. 🙂

deleted-U04TA486SM6
2025-03-10 17:05:37

Non-Flatiron Agents Melissa Rivas Kimberly Allen Jacqueline Jurado

Flatirons Erika Fernandez - was transferred back to Flatirons 02/24/2025 Brandi Smith - transferred to Flatirons 01/06/2025 Raquel Charles Keyonnia Floyd Sharon Williams Jasmine Taylor Arelie Moreno - Started 03/03/2025 Bailey Yoder - Started 03/10/2025

No Longer with Company Earl Terrell - Last day was 02/19/2025

Malissa (malissa@shield-legal.com)
2025-03-10 17:09:01

Ok cool. i'm billing for february so it's just: Erika Fernandez Jacqueline Jurado Melissa Rivas Kimberly Allen La Tanya Milo Melissa Pias Earl Terrell (it's just for the week of 2/14)

I'll do the math for Erika so I don't charge them for the week of 2/24 🙂

Malissa (malissa@shield-legal.com)
2025-03-10 17:09:13

Thank you!

deleted-U04TA486SM6
2025-03-10 17:24:11

La Tanya was terminated 12/19/24

deleted-U04TA486SM6
2025-03-10 17:24:28

Buy the rest are correct

Malissa (malissa@shield-legal.com)
2025-03-10 17:25:53

Yeah she has $0 beside her name

Malissa (malissa@shield-legal.com)
2025-03-10 17:26:02

no worries there. She's still on the list for historical reasons.

deleted-U04TA486SM6
2025-03-10 17:26:35

Oh ok lol.

Malissa (malissa@shield-legal.com)
2025-03-10 17:36:42

I'll start hiding the ones who aren't part of that team anymore because long lists drive me crazy lol.

🙌 deleted-U04TA486SM6