Darrell (darrell@shield-legal.com)
2025-04-25 13:28:56

Hey Ed. I see a Google meet link on the invite but just giving you a heads up I’m remote today. Just in the home office, but I can share screen and walk through any kind of working session we want to have (as needed).

deleted-U06C7A8PVLJ
2025-04-25 13:31:27

Hey @Darrell Happy Fridays ! That works with me. To give you a friendly heads up what I am interested is seeing how we can replicate a report that Dicello sends us daily (from JP) and essentially if you can help us receive that report once per a day where the columns orders doesn't change and has same subject line that would be greatly appreciated 🙌:skintone2:

deleted-U06C7A8PVLJ
2025-04-25 13:31:59

Since we have struggled in the past where sometime they change the report headers or columns, etc and then it would break our code lol

Darrell (darrell@shield-legal.com)
2025-04-25 13:35:40

Yes, this totally makes sense. We will have to apply a workaround. Since I can only deliver email address addresses that have a current salesforce account in their environment, I’ll have to subscribe to it and have it sent to me, and then we can set up an automatic forward in Google. The other alternative would be to use the Google connector to have this report feed right into a Google sheet that you manage. Let’s discuss it.

deleted-U06C7A8PVLJ
2025-04-25 13:36:56

Sounds good ! We can talk more about it later in the meeting. I may be more open to option #1 if it isn't too difficult / time consuming

deleted-U06C7A8PVLJ
2025-04-25 15:46:04

Hi Darrell. I just finished talking to Brittany. She stated the best email to have it forward to would be: dl-flatirons@tortintakeprofessionals.com which the flatirons peeps would receive (our team and not D.L team) to be specific

deleted-U06C7A8PVLJ
2025-04-25 15:54:49

Also, Brittany stated (which I didn't know until talking to her) is it possible to only receive specific case types if I were to give you those? (Would be the same ones I gave you the .xlsx file above). Reason being is because they had a meeting (which I wasn't part of) but we were told we can't see all their case types as a scheduled report. So if it is just the same ones (basically we receive the same report as what JP sends) then it won't be an issue. Let me know if that makes sense & my follow up question would be, how or what would be the best way where I don't bother you to include those "new case types" into the report in the future?

Darrell (darrell@shield-legal.com)
2025-04-25 16:03:34

We can filter the report by case type. But yes, that means I would need to go in and modify it every time we added or removed a case type.

Another challenge to keep in mind here is they identify Paraquat as one case type. However, in our environment, we consider Paraquat 12 and paraquat 13 two different campaigns which correlate to case types in law ruler.

I will only be able to filter the report on the Paraquat case type, but that’s going to include every fee split possible. If they are getting leads from another provider, that is a paraquat case type they will get swept up into this report.

If that is an issue, then we also have to filter the report off the arrangement

Darrell (darrell@shield-legal.com)
2025-04-25 16:04:23

We can filter the report by case type. But yes, that means I would need to go in and modify it every time we added or removed a case type.

Another challenge to keep in mind here is they identify Paraquat as one case type. However, in our environment, we consider Paraquat 12 and paraquat 13 two different campaigns which correlate to case types in law ruler.

I will only be able to filter the report on the Paraquat case type, but that’s going to include every fee split possible. If they are getting leads from another provider, that is a paraquat case type they will get swept up into this report.

If that is an issue, then we also have to filter the report off the arrangement

deleted-U06C7A8PVLJ
2025-04-25 16:12:23

I see what you mean. if that is the case is it possible we can revisit this again on Monday? Brittany had a meeting today at 1:00 pm which should couldn't attend but now that I mentioned this to her she wants to be able to give her feedback to us so we can only pull the data that matches what JP sends. Are you available for a short meeting again on Monday anytime after 11:30 am

deleted-U06C7A8PVLJ
2025-04-25 16:12:37

That way she can provide her feedback and that way you don't have to redo all the work you are doing. Sorry about that

deleted-U06C7A8PVLJ
2025-04-25 16:12:47

I see what you mean. if that is the case is it possible we can revisit this again on Monday? Brittany had a meeting today at 1:00 pm which should couldn't attend but now that I mentioned this to her she wants to be able to give her feedback to us so we can only pull the data that matches what JP sends. Are you available for a short meeting again on Monday anytime after 11:30 am

Darrell (darrell@shield-legal.com)
2025-04-25 16:13:35

Yes, send me an invite for any day after 11 AM next week and should be good to go. Monday is great. Tuesday probably needs to be after 12 PM if we choose that day. All the other days, my meetings are done by 11.

deleted-U06C7A8PVLJ
2025-04-25 16:14:17

Oh okay if that is the case should noon work with you since I know typically individuals take their lunch at that time

deleted-U06C7A8PVLJ
2025-04-25 16:14:31

And she gets in around 10:00 am while I get in around 6 lol

Darrell (darrell@shield-legal.com)
2025-04-28 13:34:00

I'm using the referred by field as a filter. Probably not fail proof on the older cases as it required the DL paralegal team to enter the data (referred by Shield) but we are sending it now in the automation. Here's my first pass at the report. Let me know your thoughts https://docs.google.com/spreadsheets/d/15mROer8lq2mPIjfA_s6RySMt-wlbGNBs/edit?usp=sharing&ouid=110246269480220743574&rtpof=true&sd=true

Shield Legal Referred Med Tracker Data-2025-04-28-14-24-48.xlsx
Darrell (darrell@shield-legal.com)
2025-04-28 13:34:09

I'm using the referred by field as a filter. Probably not fail proof on the older cases as it required the DL paralegal team to enter the data (referred by Shield) but we are sending it now in the automation. Here's my first pass at the report. Let me know your thoughts https://docs.google.com/spreadsheets/d/15mROer8lq2mPIjfA_s6RySMt-wlbGNBs/edit?usp=sharing&ouid=110246269480220743574&rtpof=true&sd=true

deleted-U06C7A8PVLJ
2025-04-28 13:55:16

Hey Darrell. Just coming back from lunch. I shall take a look to see. Thank you for this 🙌:skintone2:

deleted-U06C7A8PVLJ
2025-04-28 13:57:45

Looks spot on 🙌:skintone2:

deleted-U06C7A8PVLJ
2025-04-28 13:58:16

I think I just need to obtain Brittany's feedback since she goes to the meetings with Abe and the others but otherwise it looks great. Thank you for this Darrell