hey i am building a report to help us tomorrow. feel free to text me 9256994821 when you want to work on this tomorrow
Literally about to message you lol
Sure I am dropping off my car for general maintenance and will be working on Ryan's stuff first to get it over with the I can hop on this
I also know which pair of shoes you will be wearing today
Ok. I sent you a report with all the leads in e-sign final and retrigger
So those are all the leads that they theoretically should have
Cross referencing with what we know they have, your reports , I think we can narrow down the 33 ?
I'll be home around 30 mins so from there I can take a better look at it on my PC
But essentially it is 33 and I wonder if they also need the other 19 which are just signed and Declines
Ok. Just text me since I don’t have notifications turned on this thing .
I’ll be at the gym. But I can get get on my computer later tonight.
Just about finishing up Ryan's financials. I am just posting a slack message to let him know including what sQL to run for future ones
Hey I let Ryan know I am good on my part. So I am game to help with our fun flatirons project yay lol
Hey I let Ryan know I am good on my part. So I am game to help with our fun flatirons project yay lol
ok i guess right now we need to cross reference the two spreadsheets
what we have verse what they have
316 leads that we have in esign final and re-trigger
so these are what should have been sent over
So we will take JP's medical record report and match with our final statuses report for MD Juv Hall DL/BG and match each client and what is left over are the ones they do not have and will need in their system
i sent you an invite to the doc, we can do a v look up with the LR lead ids
if you copy in the flatirons information into another sheet
His report has multiple tabs so I am thinking we delete all the tabs
you didn't need to add ALL of those lol
you can just copy and paste the 1 shewet
ok great, so we can do two V look ups on a third sheet, one for if our LDs are in their sheet and one for if their lead IDs are in our sheet
I used orange since I was told that is Abe's fav color
unless you want to do it, i was going to chatGPT it
So we should do a vlookup or one by one (row by row). I ask because it is possible that the matches are "not correct".
At the eOD to me as long as we get it done I am okay with it (and accurately) lol
you do a look to see if a lead is in the column at all
Since the report you and I was working on yesterday that is what I did. I did a vlookup between law ruler report and jp's report lol
Yeah that's why we had N/A and we went through those along with the ones where we don't have a case #
Because we would need to get the law ruler report too and compare that with JP's report. And the clients on law ruler report that are not on JP's report are the ones we need to note and send to D.L. We can have a tab that has those clients (the ones missing in their system but are in our system)
ChatGTP fucking up
ok i think i got it
so interesting we have 59 apparently
but our list only include finals and retriggers
column one is if we have it and they don't its a FALSE
column two is if they have it and we don't its a FALSE
So yesterday we had 320 finals. The report I posted is from the benchmark which has 318. So their number is 287. 2 of them are hair relaxers so that makes theirs 285. 285 - 320 = 35. We also have an extra 19 signed and declines. 19 + 35 = 54.
by "signed and declines" you mean they have those on their list ?
So we are comparing 320 finals (final + retrigger + signed QA) plus 19 signed and declines compared to their 287 which 2 of them are hair relaxer clients
i am adding DL IDs to the spread sheet of the missing leads
you can see them on the vlookup sheet
May you share me the link to the sheet plz. I am using my desktop this time lol
Yeah so for Column H I filtered it by "Yes" responses. These are the ones that are not in MD Juv Hall DL/BG tab
Could be possible they are in All Data tab. The ones that are not within that tab or in Litify are the "missing clients" that the firm wants to know. If they are in the "wrong" tab we should also keep track of those clients (which tab they are in) and from there we can let the firm know to move it into the correct tab
Currently I am working on the Flatirons Financials then I shall be wrapping up Ryan's financials for TIP then if I have time I can tackle this baby with you guys but I think a simple ctrl + F or vlookup in JP's tab for all data may do the trick along with checking Litify
I send you the new speadsheet
if you can fill out the other leads we we are missing
I can after I finish the flatirons financials and yes column G can be for notes
ok, let me know. I'm going to send it over to them when its ready
thanks sounds good
morning sir. looks like DL already made the chances to the leads that were sent to the wrong case type. so at least those leads should show up now
I plan on checking the report later today and we can see what we can do if there is anything left over to verify
sounds good
But it is neat to see that if this person gets a settlement it is also because I helped with their intake stuff 🙌:skintone2:
Maybe canes if they get rid of a good amount of agents again
haha love me some cold chicken
Yeah next time they have it and they let this side know I will let you guys know too
mickey ds baby
walmart would do that for sure
If you can rely the message to Nick and Dustin we are good for matched law ruler leads for all of them except the three that are in orange
if you want to come in here for me to help with what you asked for last night i'm available
Hey @Daniel Schussler Esteban and I was wondering if you have the time to help us match a few flatiron clients that abe is asking us to complete by today lol
i am building this integration right now.
but i think i just need to test it at this point
Oh okay let me know when you are finished and we can let you know if we still need the assistance but there are some we most likely need litify for
i have time but i am also doing some testing
Oh okay I was able to find a lot of them but just have a few left to go
he definitely said something along those lines
Technically that can be used as a qualification reminder for intake agents 🤣
hahah you should tell him that
Hey @Daniel Schussler You here at the office today ? :pizzacat:
yes i am , i just texted you
I got your text. Also whenever you get the chance, are you able to check for me if these needs to be re-triggered to send automation to d.l for these clients or if I should send an email for them to add these? I am attaching a screenshot that has all the good stuff (info about the client)
These are basically not in JP's report at all but in LR and are finals
ill check to see if they are in litify fo ryou
I am wondering if I should email them to ask the paralegal to add them.
I say that because I don't want to reveal to them if it is our mistake such as an automation error or something or maybe it's a manual entry ?
you could ask if they were planning on it or if we should send it via the automation
you could ask if they were planning on it or if we should send it via the automation
I see I see. When sending it thru automation do you guys typically confirm with them first if they are planning on adding it manually?
no because after we make the automation live, everything that get esign final is assumed to come through
through the automation so they stop putting anything in manually after that e sign date
That does make sense. If that is the case then I shall email them on Tuesday asking them if they would like me to provide the information to them so they could do it manually or if they want us to send it through automation again
yeah thats fine. no problem man
When you have time today can help me identify about 20 client profiles in Litify :pizzacat:
ok, i'll let you know. currently in a meeting. could be free after
you could also ask richard if necessary, he has access to my accoutn
Oh okay I shall ask him too if that is the case :catroombaexceptionally_fast:
already here
Okay I should pull thru shortly
Hey man did we do anything with that Camp Lejeune audit list of leads?
Hey Daniel. Probably not since I don't think I have access to this sheet
should i send to that or shield email
I appreciate it 🙏:skintone2: Do we know what is being asked for these 😬
im pretty sure you gave me these leads lol
I think it may have been her since if these are not Flatirons either then I mostly won't be touching these unless it is something Nick M wants me to also do
Was this spreadsheet prepared for you like what we are seeing is what you received?
i took care of it. i created it on a request from nick
Ah okay I am glad we got that resolved :catroombaexceptionally_fast:
i mean not really, its not resolved. im just taking owner ship lol
Oliva in Brittany team. She reconciled a lot of them and has an ongoing list.
Sahil stated these would eventually need to be backed filled as a friendly heads up
can you do me the favor of sending me the teams meeting link
sounds like you are the chosen one
called you out by name. Nick must have told sahil you pronounced his name weird
https://www.youtube.com/shorts/K5jk1Fua-V4
Sir @Daniel Schussler may we retrigger these leas per Zahill