Malissa (malissa@shield-legal.com)
2025-07-18 11:34:04

hi @Carter Matzinger. Cam beat me to a reply. He didn't add Dustin or Nick M. But Dustin definitely needs that heads up.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-18 11:36:46

I don't see where Cam said anything lol

Malissa (malissa@shield-legal.com)
2025-07-18 11:37:03

I'm going to forward it to you.

Malissa (malissa@shield-legal.com)
2025-07-18 11:37:21

just gotta make sure it's not the GFO address lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-18 11:37:50

lol right

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-18 11:37:56

O

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-18 11:38:02

I'll walk over to you

👍 Malissa
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-18 11:38:20

curious how fast they want this integration.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-18 11:38:34

When asking Ben...ask him on a time frame on when they want this integration

Malissa (malissa@shield-legal.com)
2025-07-18 11:38:46

Will do.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-25 16:36:29

Here is the sop I was talking about

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-25 16:36:41
Campaign Setup TIP-Shield SOP.docx
Malissa (malissa@shield-legal.com)
2025-07-25 16:37:28

thank you! I'll check it out and add to it as needed. 🙂

Malissa (malissa@shield-legal.com)
2025-07-29 16:07:06

hello! Please see attached. I put it in a comment but i think it would be good to have Mark breakdown the automations in a step by step SOP. I can do the same for my part of the setup process too.

Campaign Setup TIP-Shield SOP (1) - mp edits.docx
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-29 16:08:38

great thank you and will do

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-07-29 17:08:51

this is kind of rough but it's pretty much all the steps we do to kick off a campaign. Mark added in his section about automations.

Malissa (malissa@shield-legal.com)
2025-07-29 17:08:59
SOP Draft (2) - Sales Ops.docx
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-29 17:32:06

ok thank you for sending this! I appreciate it

Malissa (malissa@shield-legal.com)
2025-07-31 12:03:46

Hi @Carter Matzinger. Regarding AWKO, right now the only thing i have is the invoicing part. I can introduce you to Justin though if you like.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-31 12:05:24

Thanks so much! I know Justin very well and he knows I will be watching the campaign, so if you just include me on emails no one will be surprised.

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-07-31 12:05:39

sounds good

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-31 12:08:11

thank you!

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-31 17:04:44

707979

Malissa (malissa@shield-legal.com)
2025-08-01 11:30:37

good morning @Carter Matzinger! We got payment from AWKO for NEC. It's setup time.

Malissa (malissa@shield-legal.com)
2025-08-01 12:16:31

Whenever you get a moment, let's go over everything and see if there's anything we still need. We did this campaign last year but I'm sure there are changes.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:44:09

good morning....did they send you all the documentation?

Malissa (malissa@shield-legal.com)
2025-08-01 13:44:49

no, Justin said i need to work with you. He said that they had sent everything but when I asked Andy he said to work with you lol.

Malissa (malissa@shield-legal.com)
2025-08-01 13:45:04

i cc'd you on the email

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:45:09

ok looking lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:45:43

I don't see it...where did you send it?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:46:01

did you send it to my gfo email?

Malissa (malissa@shield-legal.com)
2025-08-01 13:46:09

CRAAAAAAAAAAAAAAAP

Malissa (malissa@shield-legal.com)
2025-08-01 13:46:22

I thought i had deleted it

Malissa (malissa@shield-legal.com)
2025-08-01 13:46:55

i hate gmail so much

Malissa (malissa@shield-legal.com)
2025-08-01 13:47:07

you're welcome to yell at me

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:47:08

yeah it's tricky for sure

Malissa (malissa@shield-legal.com)
2025-08-01 13:47:24

imma yell at me

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:48:12

lol, you are not the first...probably won't be the last. I just didn't want them to know much. the email was bouncing at first but now it's not so I think they turned it back on to monitor

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:48:23

can you send me the email

Malissa (malissa@shield-legal.com)
2025-08-01 13:48:40

or it's just blocking. if the mailbox is full it will just give up at some point

Malissa (malissa@shield-legal.com)
2025-08-01 13:48:55

i'm happy to say i meant some dude named Carter Pewterschmidt

Malissa (malissa@shield-legal.com)
2025-08-01 13:49:01

yeah hang on

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:49:12

well the turned off the email in the past but no one is getting bounced emails anymore so

Malissa (malissa@shield-legal.com)
2025-08-01 13:49:50

I get it. I'm so so so so sorry. my last company... holy cow the senior leaders were paranoid.

Malissa (malissa@shield-legal.com)
2025-08-01 13:49:58

like i'm not even in the same industry.

Malissa (malissa@shield-legal.com)
2025-08-01 13:50:14

just sent

Malissa (malissa@shield-legal.com)
2025-08-01 13:50:18

just sent

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:50:24

yeah I just don't want them to stop doing business with us because I moved over here

Malissa (malissa@shield-legal.com)
2025-08-01 13:50:34

i literally felt my soul leave my body lol

Malissa (malissa@shield-legal.com)
2025-08-01 13:50:55

Ben seems to like me? and he's been really responsive lately so maybe that's good?

Malissa (malissa@shield-legal.com)
2025-08-01 13:53:09

if you're in the office, i have donuts over here

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 13:54:16

I just forwarded you an email that I got earlier from Andy...but I do not believe we received documents

Malissa (malissa@shield-legal.com)
2025-08-01 13:55:40

yeah Andy said he didn't get any docs from them

Malissa (malissa@shield-legal.com)
2025-08-01 13:57:14

but it really just looks like we need their retainer and hipaa. we've got criteria/intake pretty much

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:00:40

Do we need a secondary questionnaire as well?

Malissa (malissa@shield-legal.com)
2025-08-01 14:01:49

I'm not 100% sure. I'll check with Alex. I'm going to get the current NEC intake and see how different it is from what they have on here

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:03:58

I shot off an email to awko

Malissa (malissa@shield-legal.com)
2025-08-01 14:04:41

looks good. So sorry about the email thing

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:04:55

no problem, I just hope there is not backlah

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:04:57

backlash

Malissa (malissa@shield-legal.com)
2025-08-01 14:05:16

you said it's happened before so... they haven't said anything today at least....

Malissa (malissa@shield-legal.com)
2025-08-01 14:05:38

like i said, i'm happy to say i picked the wrong carter and it was supposed to be Carter James or insert fake name here

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:06:02

yeah McFadden sent something but it was integration thing he forwarded. This one was a little more clear with my name in the chain of emails lol

Malissa (malissa@shield-legal.com)
2025-08-01 14:07:05

well, i think i really fixed gmail this time.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:08:11

thank you!!

Malissa (malissa@shield-legal.com)
2025-08-01 14:09:06

Here's the intake we did for them last year by the way

569680-CRM Intake Format Default.pdf
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:10:22

hmm I wonder if we should share this with them and see if there are any changes.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:10:30

is it only in pdf form?

Malissa (malissa@shield-legal.com)
2025-08-01 14:11:11

usually it hates me when i try to do word lol. looks like it worked this time

569680-CRM Intake Format Default.docx
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:13:57

this was specific for awko correct?

Malissa (malissa@shield-legal.com)
2025-08-01 14:14:02

it was

Malissa (malissa@shield-legal.com)
2025-08-01 14:14:16

it might have been cloned from another but it was what we used in their campaign a year ago

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 14:14:44

ok got it...I will send it over to see if it helps.

Malissa (malissa@shield-legal.com)
2025-08-05 15:12:38

So @Carter Matzinger we just got an EOD deadline for the NEC- AWKO campaign from Cam.

Malissa (malissa@shield-legal.com)
2025-08-05 15:13:01

(took sunnie and sobo off of this chat)

Malissa (malissa@shield-legal.com)
2025-08-05 15:14:47

i know why... it's because we had to pull the DL/Flatirons NEC campaign so there's a ton of leads out there that need to go somewhere.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:52:14

got it...

Malissa (malissa@shield-legal.com)
2025-08-05 15:52:47

sorry about the pressure. it happens. 🙃 in the end it winds up being ok usually

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:53:00

all good, I am very use to it

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:53:18

it would take waaayyyyyyy more to rattle me lo.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:53:19

lol

Malissa (malissa@shield-legal.com)
2025-08-05 15:53:30

yeah same.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:53:44

cool, I just want to get it so we are not so fire, ready, aim

Malissa (malissa@shield-legal.com)
2025-08-05 15:54:01

If i seem stressed it's because i'm sitting in a dumpster that's on fire lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:54:15

hahahaha

Malissa (malissa@shield-legal.com)
2025-08-05 15:55:04

oh 100%.

Malissa (malissa@shield-legal.com)
2025-08-05 15:55:54

there's a gap between shield and tip sometimes. like not on purpose. it's just usually something that's part of growing

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:56:09

yeah, I am hoping to close that gap

Malissa (malissa@shield-legal.com)
2025-08-05 15:56:47

WOOHOO. I'm always happy to help.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:57:00

I am sure I will lean on you lol

Malissa (malissa@shield-legal.com)
2025-08-05 15:57:33

The biggest challenge i've found is really communication.

Malissa (malissa@shield-legal.com)
2025-08-05 15:57:56

totally fixable because everyone wants it to get better.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 15:58:27

Yes I agree, getting people out of the mid set of that is not my job and getting out of the little bubble

:1000: Malissa
Malissa (malissa@shield-legal.com)
2025-08-07 11:44:19

@Carter Matzinger I have to warn you - every other Thursday (so today, then the 21st, and so on) Greg and I have a call with GFO. Stay away until about maybe 10:30 because Andy likes us to have our cameras on. 😬

Malissa (malissa@shield-legal.com)
2025-08-07 11:44:22

it's safe now

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 11:57:16

lol I am good with dive roll

Malissa (malissa@shield-legal.com)
2025-08-07 17:42:04

Ok here is where i asked Mark Mina at ACTS for an internal distro email.

image.png
Malissa (malissa@shield-legal.com)
2025-08-07 17:42:16

He never replied. not even with a "No, but always include these people."

Malissa (malissa@shield-legal.com)
2025-08-07 17:42:20

@Carter Matzinger

Malissa (malissa@shield-legal.com)
2025-08-07 17:44:33

Oh and Mark would get stuff too. And apparently Tony

Malissa (malissa@shield-legal.com)
2025-08-07 17:45:21

Mark got these from Tony yesterday

image (9).png
image (8).png
Malissa (malissa@shield-legal.com)
2025-08-07 18:08:14

@Carter Matzinger I just sent you the email from Gina with names/addresses for the distro list. She removed intake@Actslaw which is curious.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 19:03:16

and Danny was not on it either

Malissa (malissa@shield-legal.com)
2025-08-07 19:07:37

Exactly. But when we put Danny on it, he was like “no this isn’t what I need”

Malissa (malissa@shield-legal.com)
2025-08-07 19:07:46

I’ll forward that to you too

Malissa (malissa@shield-legal.com)
2025-08-07 19:09:58

Sent

Malissa (malissa@shield-legal.com)
2025-08-07 19:18:03

Oh I just saw your email about Danny not being on there.

But yeah you saw his reply when we got him added. :-/

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-08 11:37:01

Yeah he just wants to be added to the esign processes

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-08 11:37:26

he was removed from that somewhere...either Mark or Tony knows about that

Malissa (malissa@shield-legal.com)
2025-08-08 11:37:32

Tony came by before i left yesterday and he definitely knew more than i did lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-08 11:37:50

ok we need to find out where that automation is and make sure he is added

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-08 11:38:02

also we need to make sure he gets those missing ones

Malissa (malissa@shield-legal.com)
2025-08-08 11:38:44

Tony came by a few minutes ago and talked to Mark. I didn't hear all it was about though

Malissa (malissa@shield-legal.com)
2025-08-11 14:01:26

hey @Carter Matzinger I'm going to send that email to Justin in a bit regarding NEC. Mark and I looked earlier and it looks like they are getting emails

Malissa (malissa@shield-legal.com)
2025-08-11 14:01:45

awkonewreferrals@awkolaw.com

Malissa (malissa@shield-legal.com)
2025-08-11 14:35:27

i'm blaming Crystal lol:

image.png
Malissa (malissa@shield-legal.com)
2025-08-11 14:43:48

I'm going to go ahead and email justin before we get even closer to their budget.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:20:13

howdy

Malissa (malissa@shield-legal.com)
2025-08-13 17:20:30

hola!

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:20:51

do we have a letter head document that we can add text to?

Malissa (malissa@shield-legal.com)
2025-08-13 17:21:08

For TIP or Shield?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:21:14

My guess sheild

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:21:24

see what you think of this and if it looks appropriate

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:21:33

Shield Legal Communication Document

Campaign Contact: Greg Owen gregowen@shield-legal.com Malissa Phillips, malissa@shield-legal.com

Campaign Updates and Criteria Changes: Malissa Phillips, malissa@shield-legal.com Greg Owen gregowen@shield-legal.com

Technical: Dustin Surwill dsurwill@shield-legal.com Richard Schnitzler rschnitzler@shield-legal.com

Billing: Malissa Phillips, malissa@shield-legal.com

For an immediate response to your request, please contact the individuals listed above.

If you have any questions, concerns, or if anything needs to be escalated, feel free to reach out to Andy Rogers at andy@shield-legal.com or me at carter@tortintakeprofessionals.com.

Malissa (malissa@shield-legal.com)
2025-08-13 17:21:37

If we don't i can make it. let me look.

Malissa (malissa@shield-legal.com)
2025-08-13 17:22:10

i like it!

Malissa (malissa@shield-legal.com)
2025-08-13 17:22:22

i'd remove the comma after my name just to make it consistent lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:22:29

are you good with the billing portion or anyone to add or subtract?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:22:48

good catch

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:23:05

I am going to put you above for the campaign contact too

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-08-13 17:23:27

I'm good with that. If someone has a billing or invoicing question, they usually bug me anyway lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:23:57

haha I am sure

Malissa (malissa@shield-legal.com)
2025-08-13 17:26:20

Working on this letterhead for you. Marketing skills being put to use lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:26:33

lol here is the doc if it's easier

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:26:49
Shield Legal Contact List.docx
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:27:07

should we add phone numbers?

Malissa (malissa@shield-legal.com)
2025-08-13 17:33:53

How is this?

Shield Legal Contact List.docx
SL Letter Head.docx
Malissa (malissa@shield-legal.com)
2025-08-13 17:34:16

I'd hold off on phone numbers. Like maybe a case by case basis for that.

Malissa (malissa@shield-legal.com)
2025-08-13 17:35:41

it's not the prettiest letterhead i've ever made.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:35:57

I need to change the bottom to have my name lol

Malissa (malissa@shield-legal.com)
2025-08-13 17:36:10

should be easy to edit

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:36:23

yeah it is for sure

Malissa (malissa@shield-legal.com)
2025-08-13 17:36:37

awesome

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 17:38:18

thank you for your help

Malissa (malissa@shield-legal.com)
2025-08-13 17:39:44

no problem!

Malissa (malissa@shield-legal.com)
2025-08-14 11:10:01

good morning @Carter Matzinger! We are almost at cap again for NEC 2. 🙃 77% to budget. Yes that includes my "money please" payment.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:18:16

lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:18:30

are you going to send that email?

Malissa (malissa@shield-legal.com)
2025-08-14 13:18:37

I just did

Malissa (malissa@shield-legal.com)
2025-08-14 13:18:43

Another money please email

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:18:53

oh, ok Andy wanted me to reach out to Justin

Malissa (malissa@shield-legal.com)
2025-08-14 13:18:56

I played up how well the campaign is going and we're seeing amazing leads

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:18:58

I will send him a text now

Malissa (malissa@shield-legal.com)
2025-08-14 13:19:00

he wanted me to reach out too lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:19:01

ok cool

Malissa (malissa@shield-legal.com)
2025-08-14 13:19:16

well with the financials

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:19:17

Did you mention the medical record training was today

Malissa (malissa@shield-legal.com)
2025-08-14 13:19:37

I did not. i focused on leads and quality

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 13:19:40

ok sounds good

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:15:22

who manages our website?

Malissa (malissa@shield-legal.com)
2025-08-14 17:16:05

I think mark hines? Not 100% sure

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:16:27

the addy at the bottom

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:16:30

https://tortintakeprofessionals.com/

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:16:38

should say phx not las vegas

Malissa (malissa@shield-legal.com)
2025-08-14 17:27:18

It's the new Las Vegas Suburb of Phoenix apparently

Malissa (malissa@shield-legal.com)
2025-08-14 17:28:05

i really think it's Mark Hines

Malissa (malissa@shield-legal.com)
2025-08-14 17:28:14

he does the campaign websites

Malissa (malissa@shield-legal.com)
2025-08-14 17:28:43

the bottom of this one isn't much better: https://shield-legal.com/

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:28:59

yes it's right justified lol

Malissa (malissa@shield-legal.com)
2025-08-14 17:29:18

and it's AZ85040 lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:29:24

haha

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:30:07

I have never delt with him...do you want to reach out to him and let him know?

Malissa (malissa@shield-legal.com)
2025-08-14 17:30:31

Yeah I will

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:30:39

thank you ma'am

Malissa (malissa@shield-legal.com)
2025-08-14 17:37:13

ok i told him. How did the call or email with justin go? i can't remember which it was lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:37:38

text and no response

Malissa (malissa@shield-legal.com)
2025-08-14 17:40:48

maybe he's got jury duty or something

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 17:46:57

it's a 50/50 on a response from him

Malissa (malissa@shield-legal.com)
2025-08-14 17:47:26

gotcha

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-19 12:04:22

do you have a tort logo?

Malissa (malissa@shield-legal.com)
2025-08-19 12:07:29

i think i do. hang on a sec

Malissa (malissa@shield-legal.com)
2025-08-19 12:11:59
image.png
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-19 13:07:21

than you

👍 Malissa
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-19 14:21:19

Do you want to ask Pride if they want us to Date the HIPAA?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-19 14:21:32

We use to never date those but I see we do that here.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-19 14:21:39

We meaning me in a previous life

Malissa (malissa@shield-legal.com)
2025-08-19 14:25:43

yeah i can ask

Malissa (malissa@shield-legal.com)
2025-08-19 14:41:52

we can leave the date part blank

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:11:28

howdy. Can you share with me the email and subject line you are sending for approval of docs?

Malissa (malissa@shield-legal.com)
2025-08-21 11:11:59

sure. I've only sent it to Pride so far so i'll forward

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:29:34

Ok I sent an updated template for future use. Wanted to put a little urgency and clarity to the email. Also Cam does not want the criteria sent because he said that was already approved by the firm for pricing and does not want them to edit it and change pricing

Malissa (malissa@shield-legal.com)
2025-08-21 11:29:55

Sounds good. but he likes the idea?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:30:07

yes he is onboard for it

Malissa (malissa@shield-legal.com)
2025-08-21 11:30:24

cool

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:30:24

we just need to be crazy ex's on making sure they see the email

😅 Malissa
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:30:33

He said hold off on the docusign for now

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:30:41

or pandadoc

Malissa (malissa@shield-legal.com)
2025-08-21 11:30:42

cool. i haven't gotten that pretty yet

Malissa (malissa@shield-legal.com)
2025-08-21 11:43:14

thank you for not ending it with "Thank you for your attention to this matter" because i would have died laughing.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:43:51

hahah

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 17:34:25

Sggh wants to receive those as emails for now

👍 Malissa