@Cameron Rentch, FYI, next Friday while I'm in Vegas, I'll setup 30 minutes to go over the AI and BI projects cost outlay. I'm creating a spread sheet and we can discuss that and status and state of the project and people.
@Cameron Rentch, morning. Hope you are feeling better. Luke and I will have the Shield Sold Cost Per Worked Leads from TIP ready for closing Dec EOM by this afternoon or tomorrow. Heading to airport about 10:30 so let me know if you can move the EOM meeting to maybe tomorrow or Wednesday morning.
Also, is there a good day for you and to chat, want to show you the cost estimates for a year on the AI & BI projects? Thursday or Friday?
Michael is in zapier, but needs to get connected to the team account please asap
Taking off in minutes to Vegas. But we have the existing TIP system now importing ALL leads for various statuses to help Alan for agent payroll.
We are working on a dashboard for him and agents this week.
And don’t worry about this week in Vegas,
I’m just going to evangelize my appreciation for the past four months since the move. They have done a good job, only these little two incidences recently were any of the issues.
So let’s focus on the 98% positive.
im there tomorrow through Thursday am
Great. Let’s talk one on one about the development stuff
just remember - people are very triggered by prior experiences. I would strongly suggest you let Andy take the lead and not force yourself into any situations
Yeah, I just found out Andy is trying to be there for tomorrow, so I’ll align with him but it’s just silly Adrienne has caused such a cancerous environment. We’ll be strategic.
Got the cost estimate ready, having Nick and James look at it for their input. I'll send invite for Wednesday late afternoon.
@Ryan I think there was a mistake on numbers Jan 5. check this from ML dash. Investigate please.
@Cameron Rentch, that was an adjustments type from your form submission, do you want it to be 4000 versus base price of 3500, what you probably meant instead of 40,000?
FYI, helped Mike McKinney move his Zap into the Facebook Forms shared folder so Mike and Dwight can finish the POST to LP.
@Ryan there was a google drive folder that had the all time DL Lejeune, including the Broughton campaigns. Can you locate that and resend to me?
@Ryan awesome do you have the "referral" campaigns for each of the Broughton referrals that were sent? The report you propvided is everything that was padi for but does not show the "referral" campaigns.
yes please! with case count as well like a summary tab please and thank you!
@Cameron Rentch, added to the folder, the CSVs and the summary here: https://docs.google.com/spreadsheets/d/1GFr1XvEoG71TeSlOA8f266NmrL-rMokaXF3bCiFIPXA/edit#gid=1024181303
@Ryan join us
To join the video meeting, click this link: https://meet.google.com/ivf-mohi-adp
Otherwise, to join by phone, dial
DL - Camp Lejeuene
Tuesday, January 23 · 11:45am – 12:00pm
Time zone: America/Los_Angeles
Google Meet joining info
Video call link: https://meet.google.com/yun-dtpy-zwx
Or dial: (US)
@Ryan please make "mass adjustment" to ACTS Birth Injury. Please make rev per contract = 3500 each ONLY on contracts from Jan 14 thru yesterday Jan 23. Let me know when ready and applied.
@Ryan applied yet? The dashoard still doesnt show it?
@Ryan please join tik tok when you can for extra set of eyes
@Ryan sorry I just saw this have been in zoom mtgs entire morning non stop.
The 5359 is extremely dirty, it will take me the rest of the day to just prepare the DOJ version and 201 were pulled out and uploaded to be called on top of the 772. I am having to clean up 50 columns and consolidate the best I can into the DOJ columns. I am probably about 30% complete as of now @Cameron Rentch
@Ryan on this page https://lookerstudio.google.com/reporting/71aa809f-9f69-408b-bf87-bcc99d0bec57/page/p_1iifcnenvc
Please update as follows:
items 11-14 should have no agency fee (TC funded BP for the signed contracts/etc, did not run through Nitido) items 24,25-30 should not have "spend" associated with them (this is because TC did not fund these campaigns, was funded by GWPB)
Can we update today? Thanks
Sure, I’ll have to see about agency fee. That is a 7% average used as a formula where in the new future system it will be at the sold lead level.
On TC pages, this is all related ONLY if TC paid for the advertising. One the above we did NOT, the other groups did.
Still fishing for a solution on 11-14, it's a formula, will have to see about the spend that day in the third-party spend as a possible solution
Ok I’ll let Marc know it is a database formula issue connected to media buyer commissions etc.
Ok, still messing with code, feel like I "could be close" or "not", lol
@Cameron Rentch, I got 11-14 to work, had to put some custom "if Campaign LIKE "Camp Lejeune BP" then compute COGS and Agency Fee at zero" and it worked
@Cameron Rentch, for 24,25-30, that is actual Caleb and Maximus, etc, spend on GWPBs. So should I make those rows non-TC, external rows? Or do you want me to remove the actual spend from the MBs?
@Ryan let's wait on 24,25-30 I dont want it to affect anything else in dash. Talk later
@Ryan of note with Parsa, his com is 5K/month plus commission BUT the compahy takes the first 15K of profit (rather than 10k) monthly. Make sure this is set up in his dash properly.
do not add him to any channels just yet thank you^
I reduced BP data from 2332 diags to 418, will send report once I get back from grabbing kiddos at school
ok @Ryan I will tell Dicello report coming in next 30/40 min
@Ryan on the DB 2, there are "2" mesothelioma cases, can you pull those actual cases and send the data to them please? Whatever data we have pull it all. I can then follow up and see if Damon and team and see if they were done
@Ryan please pull and drop in call center channel
@Ryan please update Crump/TPMB All time rev by contract = 4650/per
start 12/26
@Ryan urgent Item for Dicello, need asap:
Create pivot table that shows hoe many cases we have in each group, and in each specific campaign
- total amount of each diagnosis in DB1(tip/shield) and DB2 (BP)
- total amount of each diagnosis in each SPECIFIC campaign Then run a pivot table that shows any "exact" count of each diagnosis in DB1 and DB 2 based on this specific list.
Here are the 9 EO qualifying cases:
- Kidney Cancer
- Liver Cancer
- Non-Hodgkin Lymphoma
- Leukemias
- Bladder Cancer
- Parkinson’s Disease
- Multiple Myeloma
- Kidney Disease / End Stage Renal Disease
- ALS - Systemic Sclerosis / Systemic Scleroderma Here are the 8 Tier 1 Diseases (Not including EO qualifying cases):
- Aplastic anemia and other myelodysplastic syndromes
- Movement Disorder (aka Neurobehavioral effects) a. Essential tremor b. Epilepsy c. Parkinsonism
- Breast Cancer
- Esophageal Cancer
- Fatty Liver or Liver Disease (aka Hepatic Steatosis) a. Nonalcoholic fatty liver disease (NAFLD) b. Cirrhosis of the Liver c. End Stage Liver Disease
- Lung Cancer
- Miscarriage
- Female Infertility Here are the 10 Tier 2 Diseases:
- Central Nervous System Cancers (aka CNS Cancers) a. Brain Cancer b. Brain Stem Cancer c. Spinal Cord Cancer
- Prostate Cancer a. Symptoms before age 50
- Bile Duct Cancer
- Gallbladder Cancer
- Cardiac Birth Defects
- Non- cardiac Birth Defects
- Soft Tissue Sarcoma
- Multiple Sclerosis
- Rectal Cancer
- Pancreatic Cancer
Note, I would suggest we talk about this and will call you shortly, so you understand the exercise.
@Cameron Rentch, working morning numbers with Quint due to lambda failure for some odd reason, so will ping you when ready to discuss. Sounds like an all day report again.
@Cameron Rentch
Table 1 & 2 - EO Diagnosis + COUNT for TIP & BP Table 3 & 4 - Non-EO Diagnosis + COUNT for TIP & BP Table 5 & 6 - DL Tier 2 + COUNT for TIP & BP
@Cameron Rentch, just confirming these are the 2 pivot tables you want to see for EO diags? And same for Non-EO and TiER 2?
yes looks correct @Ryan total counts, then counts by campaign. thank you
@Cameron Rentch, here is the SL/TIP "Tiers Report" draft, look good?
do you want to send it to Mark D, Abe and me?
@Ryan how is the second report coming, that has every single diagnosis and count
@Ryan please make adjustment on AFK NAP PFAS rev per contract to 1500/per for total of 7500 rev on Jan 31, 2024
@Cameron Rentch Do Shield Leads marked as billable Case Reviews from TIP (such as Auto Accidents ACTS) count towards Director Commission totals each month?
dont think so, confirm w tony but should be TIP only deals. We do NOT have any SHield LEADS for Auto accidents. we ONLY have Birth injury Shield leads for ACTS, NTHONG else
That's all we counted, but I'll ping you and Tony to confirm JIC
@Ryan did you charge anything on upworks last couple of weeks aprrox 1200.00?
No, I looked in my UpWork account transaction history, I looked in my email and and I searched Slack for UpWork, that last mention of it before James and I this past few days was May 22, 2023 with you and Mike discussing using it to find people to help him.
Three years history.
My UpWork is so outdated, I don't even have the 9356 card in their.
@Ryan please see if you can ask around for anyone in dev or tech that has used or attempted to use
I asked Nick and Mike, Mike said no. Waiting on Nick.
@Cameron Rentch Cameron, we spent 1055.95 on UpWork on February 9th for this FDA data job for James, then we spend 100.00 in October, so that 1155.95 are the only charges the AI project has done on 9345 from October 20th to today.
Ok I had a suspicious activity charge I had to clear
@Ryan need another report for Dicello and Abe
We need reports with each DB1 and DB2 for all death cases. I will call you to discuss but think you should run this as you have the cleanest data. Here are the fields what we should have on all on each report.
Here are the columns I have Cameron for BP data, with about 40 to 90 ish cases of the 6131 with death mentioned or matching:
- ID
- Order Name
- Intake: Injured Party First Name
- Intake: Injured Party Last Name
- Intake: Client First Name
- Intake: Client Last Name
- Intake: Client Primary Phone
- Client Email
- Intake: Client Date of Birth
- Intake: Injured Party Date of Birth
- Client Address
- Diagnosis
- Date Referred
- Status
- Litigating Firm
- Referral Firm
@Cameron Rentch , need tonight just those rows matching death, all columns?
@Cameron Rentch, here is the BP version of deceased only for all columns except the firm and status columns.
- @Cameron Rentch, you, James, me and Dan Levinson (or the correct SL legal counsel) need to discuss Merative use case plus discuss having them creating "Application Usage Disclaimers" about the data correlations we are making, how it can and cannot be used even if we do or do not use Merative Rx data. So 2 goals: Merative NDA discussion & Tortelligence.ai User Disclaimers. Can you setup a overview meeting with him for us four?
- @Cameron Rentch James is working on Center For Disease Control & Census.gov data but is also looking into MDL Docket statistics and PACER API data dictionary to see how they connect (MDL Case #, etc.) for the goal of providing the full connection from Pharma company to Product Liability Docket in MDL and PACER cases to show killer insights in the future application. So Merative Rx data is not blocking him.
@Cameron Rentch,
a. Nick, Brian, Luke and myself are deep into Looker Enterprise development on the old Shield AWS database. Almost done, probably 2 weeks before we give you a sneek peak.
b. Same group got our Data Pipeline Software FIVETRAN working, we also got our data transformation software DBT setup. We are training on DBT again with ByteCode so we know how to develop the dashboard code, push that to a testing dashboard, and then eventually push that to the new, production dashboards / applications. The modern, correct, organized way to build technology to ensure we are "not messing with production" data in a full automated tech-stack.
c. Nick is focusing on LawRuler Leads Inbox, Case Types, Users, Statuses and Intake Questions & Answers pipeline develpment while we figure out ADP and VICI system statuses. Do not want him to build VICI and ADP pipes and then we trash them, total waste of time.
@Cameron Rentch,
Parsa needs help on a form creation in TT, so I am waiting on him to let me and Jack now so that Mike can get it finalized on the back end.
Mike should be focused on TT Events Funnel and getting Greg Owen to help Dwight and him do integrations while you figure out the staffing needs he requested
- Nitido confirmed Facebook Ads will only accept the e-Sign CRM event postback data, so once Mike is done with TT, will pivot him to this.
@Ryan need to catch up tomorrow am. We have some items to review and discuss, please clear time to talk from 8:15_8:45am. I will call your cell
@Cameron Rentch , I am flying to Vegas and arrive at 8:15, call you when I land.
@Cameron Rentch, upgraded Daily Summary for new Looker Enterprise on old DB. We are squeezing in visuals and final checks between all the special projects Brian, Luke and I are bouncing back and forth on daily:
Luke is done, I'll get numbers reviewed after the TIP mess....
@Cameron Rentch, also just to note, I am data warehousing ALL of Shield Legal Google Ad Accounts stats into your new Shield Legal BigQuery DB, so in the future when Google auto-decactivates the Ad Accounts, it will not matter because we have all the data in our database platform. We would ONLY need to reactivate if you want to use one again.
@Ryan reminder Levinson ELG TC/MC needs to get added to the TC dashes please if you can do this am thank you
@Ryan has Latoya or anyone built a landing page yet for the Crump MVA campaigns? or is there a page on existing site that has been identified?
@Cameron Rentch, we have existing MVA pages, hundreds of them and we have put the TIP web-form on them. For Crump, we should make sure all TX location pages have this setup and post to a new LawRuler MVA Intake Template correct?
send me the pages, all please. dont do anything just yet. We may create a new landing page for the paid ads, not going to send paid media to every city specific page.
Asked for it last week, still waiting but have the local pages and Latoya will add tab for national URLs.
@Cameron Rentch all the pages that drive to TIP for MVA so far are here: https://docs.google.com/spreadsheets/d/1FV-wKl1nxRvKrO4JRS8aX8R4GA2C6QweYsTfEAK0fO0/edit?usp=sharing
@Ryan I scheduled a 9am call for Crump LSA review. Invite the media buyer (cant recall name). Please make sure he is on with you for this brief call. thank you
FYI
@Ryan good. FYI - we are creating separate landers on new URLS for tik tok campaigns. Not going through CTM, I have Mark Hines doing, and is set up in leadspedia already. No action from you on this at this time.
@Ryan can you rip out 2 new dash tabs for me? Call it conversion rate by tort x month and conversion rate by tort by day Here is what I want to see Torts down left as usuals (check box to be able to sort/select) Leads Signed contracts Conversion rate
Dont need any costs
*Thread Reply:* @Cameron Rentch, this was easy, done, pages 37 and 38 in dash. Will add to new Looker dash next week and setup 15 minutes with you get you on it and comfortable.
TIP is really struggling and I need to be able to point out how badly they have dropped in conv
Doing numbers, then I'll get this going but traveling back to home from LV this AM so I'll get to this once I'm back.
@Ryan page 34 looks good can you please add selectors Month Tort
also I used "customer campaign by date" and came up with these (I selected all torts/campaigns). the numbers I got seem differnt that what you came up with?
AFFF
Jan 6934 leads 2138 contracts 31% lead to contract conv rate
Feb 2122 leads 449 contracts 21% lead to contract conv rate
March 1522 leads 259 contracts 17 % lead to contract conv rate
Down 14% since Jan Baseline must be 30% ---------
Lejeune
Jan 1670 leads 48 contracts 3% lead to contract conv rate
Feb 1172 leads 22 contracts 2% lead to contract conv rate
March 766 leads 15 contracts 2% lead to contract conv rate Note relaxed and expanded criteria
Down 1% since Jan with expanded criteria Baseline must be 7%
----
CPAP
12,484 leads 131 contracts 1% lead to contract conv rate
Feb
5268 leads 82 contracts 2% lead to contract conv rate
March 7216 leads 57 contracts 1% lead to contract conv rate
Down 1% with expanded criteria (although very recent) Baseline must be 8% -------
Hair Relaxer
Total Feb-March 1,999 leads 48 contracts 1% lead to contract conv rate
Feb 481 leads 7 contracts 1% lead to contract conv rate
March 1518 41 contracts 3% lead to contract conv rate
Up 2% since Jan Baseline must be 8%
---------------
Intuit
Jan 6934 leads 2138 contracts 31% lead to contract conv rate
Feb
9962 leads 1661 contracts 17% lead to contract conv rate
March
5199 leads 1238 contracts 24% lead to contract conv rate
Down 7% since Jan Baseline must be 26%
-------------
PFAS
Jan
1057 leads 168 contracts 16% lead to contract conv rate
Feb
1250 leads 152 contracts 15% lead to contract conv rate
March
1739 181 contracts 10% lead ton contract conv rate
Down 6% since Jan Baseline must be 16% -----
Paraquat
Jan 3476 leads 168 contracts 5% lead to contract conv rate
Feb
3279 leads 112 contracts 3% lead to contract conv rate
March 2371 leads 90 contracts 4% lead to contract conv rate
Down 1% since Jan Baseline must be 5%
Fixed, I was trying to remove 0 contract rows but those had leads on them.
@Ryan two months on integration geesh
Yeah, LawRuler not having a real webhook module is the core problem. The new hire and a new method to do these from our data warehouse will be possible when we have it ready for Mike to build it on or LawRuler, which ever comes first.
But have Brittany and Greg and Dwight connect with them and get them prioritized, cc me on that email with Mike.
@Ryan getting constant Google dash errors and data set issues
I checked the Looker studio free version that we have the old one, and it seems to be working, and I checked several pages, and then I’m in Looker enterprise on the desktop and mobile app and it’s working, but the free version has had problems the past couple of days
@Cameron Rentch, on MD & LA Juve Hall TV, also please be sure to confirm Tony and them have retainers correct in the TV specific Case Types we made plus for the morning financials, check leadspedia Prices on the "dummy counter contracts" we made to keep track of sold leads and S1s of course. Still need Luke to know how to price these, we used logic but please confirm these are updated as you need or let me know and I'll have Brian update.
(ignore the BLX Illinois of course)
@Ryan we somehow lost the Essure cost and data on the dash in the TC summary page. Can you locate and add the back in?
@Cameron Rentch, I see Essure in TC Summary, row 39
@Ryan any calls generated yet for Crump LSA? Can you set me up with a daily report ?
@Cameron Rentch, since Wednesday activation, I had Lee contact Google to inquire on when we can expect impressions and they said 48 to 72 hours. Friday is third day. We have the budgets at immense levels and per Google we have gotten both listings reviews from our team, and requested more from the CSPs and BCL agents to improve ad ranking.
I will ask Lee to give us updates in the <#G01EZBX7AUT|> channel and tag us
And as a Plan B, I had Lee build Google Ads > Google My Business Listings Extensions for Google Maps campaign for TX. When we ran that for Aaron Law Group's $36000 in December to February, we got pretty good results as 90% of all call leads came from Google Maps > Click To Call.
Glad to get that active too if you want?
@Cameron Rentch spoke to James, and confirmed that we’re going to focus on finishing the predictive model research with a much smaller subset of data, only doing the top five drugs so that we can complete feasibility. I told him we need to have some dashboards to present to you to show all of the ranking and research before we would ever commit to any high-priced licenses. He agreed.
Do note that this product is feasible from the development and delivery perspective, because we know we have the right data in the court data.
We also confirmed from UniCourt, that if we do upgrade later that our cost of the API will be credited into the 120K.
Good update today:
- We got Connex One datapipe rebuilt and appears to be working
- We got Connex One sending us SQL to accomplish following: a. Update revenue to AWS TIP DB for billable statuses setup in Connex One, plus Vici and LR b. Create database table that has all data we need to create a lead level log of all outcomes and tie them back to leads in LawRuler
- Got LawRuler Case Types and our new table Case Type Billables designed so Brian H. can work on creating the table so that we can stick an web app interface on it so TIP team can update the Case Type level revenue billable rates (e.g. $122/ $2 / $60 (sign up / talk time per / agent commish) for most case types and Inutit can be $35 / $2 / $30). This creates the new, yet to be built, TIP LawRuler Billable Log Financials table that is the "revenue trunk" you asked Nick to build when he got here. So Nick has to get LR Users, LR Statuses, LR Leads Inbox, LR Leads Inbox Intake Questions & Answers built and the TIP BI will in full development of taking all the LawRuler, Connex One data and getting it ready for Looker dashboards and Retool.com user portal web app.
@Ryan database is like a snail, anything going on?
The DB dashboard just shows Luke doing his morning routine, might be Data Studio
FYI, Brian and I are renaming the TV campaigns across all software, just to ensure we can match them from LP to TIP dash, here is our names for LA:
LA County:
LP: LA Juvenile Hall Abuse TV - ACTS / (DL/Flatirons) (TIP) - Contract
LR LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal
@Cameron Rentch, forward me the LawRuler email, I did not see one come over from you. Thanks.
@Ryan inbox getting killed with all of this copper stuff can you take me out of notificatinos pleasE?
@Cameron Rentch, you can turn it off in Copper per User, login and click here: https://app.copper.com/companies/526303/app/#/settings/notifications
Mute the email options.
@Ryan page 32/40 the "LOSG" we are missing Chowchilla, CA Juv Hall Detention
There are Chowchilla LOSG Slater and LOSG ACTS, CA Juv HAll LOSG Slater and LOSG ACTS. We need to get these added in asap please
@Cameron Rentch, done and updated LP and SL DB to have (LOSG/TC) and (LOSG/TC/D) be part of TC dash pages and update 32 to include them too. Validated it worked and updated both Looker Studio and Looker Enterprise pages.
@Cameron Rentch, just hung up with Dean and LR team. Nick, Mike did good and we in a gist statement, "asked for billable status to solve our status-change issue that impacts rev, milestone based timeline of 5 weeks and/or cost discount on API features". In parallel, Nick, the new TIP Process Director will work on learning the other "workflow / training" feature-complaints from Tony and Brett so we can see if better configuration and process solves them before we throw more money at it.
Dean and I were aligned, they are working on new SOW.
Had GREAT Data Engineering training session with Brian Hirst on TIP, LawRuler for our datawarehouse. We have LawRuler Casetypes piped in for Nick's custom pipe, that data then gets linked to a application table that we'll use to have new Nick and team own to tell the new database and dashboards what the billable rates (acquisition rev, talk time rev, talk time flat rates, etc.) for sign-ups / docs sent / case reviews and any case type created in LawRuler.
@Ryan please make mass adjustment on Crump ELG AFFF, from 2/1 forward. Rev per contracts to 4150/per..
@Ryan another mass adjustment please update Crump TPMB IL Abuse, rev per contract to 6150/per (all time) started 12/1/23
@Cameron Rentch, both done. Please make sure LP is updated for those Prices.
@Ryan IMPORTANT, credit card expires today, please update new CVV and expiration date:
4197460006979356 05/28 831 SHIELD Google/Outbrain/CTM/Leadspedia/G-Suite/Slack/Digital Services/Pandadoc/Office/Oxylabs/TikTok/GoDaddy/AdSpy
*Thread Reply:* Noting only difference is expiration date and CVV code @Cameron Rentch
@Ryan what company is this also? We had a suspiciocus activity from this charge today: Canonacle Group LTD
*Thread Reply:* Don't know who that is by that name, does it have more details?
@Ryan ^ there were two charge attempts, but they processed but then were reveresed?
also @Ryan these cards all need to get updated in the various platforms. Please make sure FB gets updated (even through we arent using the accounts, expired cards will disable the accounts!)
4197460068883504 05/28 910 USA Consumer FB Ad Acct 13 4197460063489901 05/28 059 USA Consumer FB Ad Acct Backup 3 4197460008701899 05/28 806 USA Consumer FB Ad Acct 25 (Primary) 4197460028348028 05/28 665 USA Consumer FB Ad Acct 21 (Primary) 4197460015502355 05/28 362 USA Consumer FB Ad Acct Backup 1 4197460017662033 05/28 708 USA Consumer FB Ad Acct Backup 2 4197460008236581 05/28 844 Shield Legal FB Ad Acct Backup 1 4197460052432722 05/28 031 Shield Legal FB Ad Acct Backup 2 4197460042665340' 05/28 923 USA Consumer FB Ad Acct 27 4197460057548845 05/28 950 USA Consumer FB Ad Acct 28 4197460051477330' 05/28 777 Brandlytics Media Card
@Ryan note the billing address on all cards is Vegas 7180 Pollack Dr 2nd floor Las Vegas NV 89119 My name on all cards above^
@Cameron Rentch, this is what I have completed on CC updates:
Platforms:
• Amazon • Google Cloud • CallTrackingMetrics • Zapier • TypeForm • FiveTran • DBT SL version • PowerAutomate • Google Ads • Facebook BM for USACN / SLN • SL Office.com • Frame.io • SL NameCheap.com
Hey, I'm knee deep in working on SL Copper + Financials development to get an updated Shield Orders dashboard. Waiting for Brian T. to get all payments since Altonese left into Copper. Plus I am starting my deep dive on all legal research and anlaytics tech to build out some product marketing strategy for Torttelligence.ai. |
But as I was looking at some tech, these guys came up. Have we thought about this type of tech for our LV and remote operations? Not sure if we are that scale yet, but with the nutty amounts of confidential data we have, inside threats are probably more realistic than outside hacking threats beyond our software vendor security.
https://www.teramind.co/demo-request
@Ryan let’s connect tmrw. Also watch for slack for mtg with me, you and Brian re monthly TIP real call center costs.
FYI, I meet with Branden at LawRuler to get mission critical data and contact ID and user permission features going, then will let Tony and Brett and Alan give us a maximum three "wish list" for the remaining $50K credit, and we can have them do it after delivery of the critical stuff. Which they said is about 5 weeks. If Branden tries to reformulate this, I'll advise.
FYI, the Leadspedia forms to LawRuler to Zapier to ConnexOne makes no sense....if LawRuler takes 10 seconds to finish webhook vs Connex one 1 second, Brian H's idea IS faster to delay Connex One dialer 10 seconds, because that would be at worst 11 seconds to start lead-call-back versus LawRuler's 10 seconds, plus 7 seconds for Zapier and 1 more second for ConnexOne. Total 18 seconds.
So that means Adam / Tony / Brett need to be told that Leadspedia must send the Dual Delivery Method, one to Connex with 10 second delay, and one to LawRuler so agent has both records in the dual systems.
@Cameron Rentch, I will invite you to 15 minute meeting with me, Tony, Nick and Brett to discuss. This is important because Zapier is not reliable enough for this, not just fast enough.
@Ryan call center costs in dash are crazy, was this done intentionally? it is all more then media spend every day?
I’m updating the TV spend, give it a couple minutes
Cameron , I see the issue. Let me fix the call-center costs, it was a formula was off.
@Cameron Rentch, CC's updating now too, Luke had made a data entry error, we'll update these again once we have Brian's financial analysis ready.
I'll ping you when DB is unlocked on this CC update
@Cameron Rentch, Lee spent 70,696.27 on BCL TX LSA ads in April, what commission, if any, can I pay him via BLX? He is paid 5% of gross spend as the policy.
One auto campaign e-sign final, several case reviews for non-auto from TX sent to Desirée’s team. Want a full TX list from LawRuler?
I really hope we didn’t spend 70k and only have one case. That will be disastrous
I’ll pull all leads from LR for TX, I will send to Desiree to confirm any more cases but only one Auto Accident Torticity.
Do not tell them we spent this much. Have him pause immediately until we review. We need a better system for daily review or performance.
@Ryan how much did we spend specifically on TX MVA for the Torticity campaign? I was not aware we were spending any money in Texas for anything aside from MVA?
that is crazy, these are terrible results. We need to stop immediately
@Cameron Rentch, as a solution to the $70K, and since it's on the BLX CC, we can make the total spend what you want, then the difference I can bill out and cover over time with the revenue we collect from them each quarter from Crump for whatever we do not report to the client. It appears we have 9 Auto Accident deals in total.
That $7500 per month we charge for Exec Oversight, I can allocate that to cover X% of that $70K. Already collected $45K for that line item in 2024.
sorry @Ryan mtg running over, can we do 215PST please
@Cameron Rentch, incoming status updates from the tech teams:
- AI Project - James is working on unlocking all data out of the "free" court PDFs with UniCourt so we can extract the drug or pharma company, PFS information and more.
- AI Project - James is scheduling 2 sessions per week with Brian and Luke to continue creating the AI Drug Model feasibility dashboard in DataStudio so we can give you the first peak.
- Facebook Ads CRV e-Sign Events - Mike completed code last week and starting testing with MBs. I requested he ad the FB Ad Account ID to the app so we can use it to reference for media spend from a Nitido API in the future.
- Facebook Ads - Native Forms TrustedForm Certificates App - Mike is defining the workflow for this solution this week as he tests the CRM app.
- Integrations - New Mike team member starts next Monday
- Integrations - Recommend to BCL Jon Wright that we get TIP to BCL SmartAdovcate integration going for Hair Relaxer
- Integrations - Nick McF. got me in sync with the Desiree request for a custom report for Shane Lather's first project. I asked for requirements so that you @Cameron Rentch, Andy, Nick and me can discuss how to approach this strategically with BCL for revenue-wise execution
- Biz Intel - TIP: Expecting LawRuler $46K credited SOW ASAP. Will ping LR tomorrow if not sent today. Will review with Nick and Nick first, then let Nick Ward disseminate to Tony and Brett. Will put Nick McF. on the weekly milestone monitoring with LR.
- Biz Intel - TIP: The dialer project and the LawRuler API SOW will account for about a 6 to 9 week delay in building TIP BI system, so we will shift to improving the AWS Legancy BI system for SL / TIP daily & monthly financial routines to get the existing system running more automated with Shane Latimer, Nick offered him while he works on some DL projects.
- Biz Intel - Shield: I am personally working on the new Copper + Shield Media Spend dashboard but have been working to ensure Brian, Greg, Mark, Andy and everyone is using this software as needed so that when you "see this dashboard and it needs updating, you know that that comes from what they put into Copper for the deal and payments. @Cameron Rentch, may need some leadership reach-around if these guys don't take the initiative. Brian has not posted any payments since April 16th for any invoices in Copper.
@Ryan im letting you know we can charge crump a total of 2500.00 related to Torticity campaign. Pretty much a total disaster
there is 1 case for MVA, everything else that they took was total garbage
Got it. LSA struggles, either markets bought out already or to much garbage leads.
I got about 80 raw leads, I think about 35 leads and four cases for Matt, Erin and Vegas only doing the Google Maps ads, click the call. That’s the only success I have seen from Google in a while.
yeah but tbh you made a terrible decision on this. now I have to try to un-fuck it. I need the next round pulled out of anything coded with Brandlytics and it is not going to brandlytics revenue.
DiCello ever goi g to pay me? That money alone would cover this beyond allocating the Executive Oversight line item.
TBH Ryan I dont know. Abe seems to think what you sent him doesnt really suffice fro the actual work that was done
Crazy we couldn’t get Broughton to send us the real data so that we could have recreated the report they started.
@Cameron Rentch , the hard cost for Yext at least. And I re-updated that invoice to be three original $2500 price from 2021.
@Cameron Rentch, the TV campaigns have had manual adjustments done. I think in the new datawarehouse, I can write the financial data processing models to take any day with spend, zero leads and automate adjustments for you. Figured if the 2 hour morning routine can be slashed to 0 hours for us all, why not?
Please nudge Tony and Brett to join that call ASAP, ty
@Cameron Rentch, so I have all agent commissions per campaign from Brett. Then Brett did a calculation estimating the intake and QA agent touch of each sign up comes right up to $122 dollars in total internal TIP cost per e-sign. So that means if I keep those at $122 for all case types in April, we are essentially pricing it break even. Maybe hop on here for 5 minutes and let us know this is what you want please?
@Ryan can you send me that link to the google doc/dash that shows what things look like with the updated call center costs? I will review with Marc later today
FYI, update on TIP Dialer
@Ryan can you export this ti google doc and keep value formatting pelase?
@Cameron Rentch here you go: https://docs.google.com/spreadsheets/d/1NL67zTN2zT7_6_fwEQWvYhFHePWQzBMn51vNBoXd4sI/edit#gid=0
@Ryan please send me a list of the matching registrations so we can verify the 113 registrations
also @Ryan please update the dashbaord so the columns read the way I edited in the google doc and remove the non-relevant columns https://docs.google.com/spreadsheets/d/1NL67zTN2zT7_6_fwEQWvYhFHePWQzBMn51vNBoXd4sI/edit?usp=sharing
@Cameron Rentch , it’s an internal dashboard, why change?
becuase it doenst make sense and need to share and show customer with language that is relevant
then create them a customer dash wiht these names on it. And send me the matching registreations for the 113 that we go last year please as back up need asap
@Cameron Rentch for SOM, I just audited this dashboard and correct some Hamik/Luke/Korbin mistakes by deep diving on the paid leads in CTM. 84 total, dash and spreadsheet match. The Reg. Rev came from me asking Adrienne what sponsors / dontations we got from these registrants and their reg. fees.
Question, will BLX receive any revenue to cover the team payroll and operating expenses for this year's SOM?
• Dashboard • Leads attached
@Ryan some of these look like they are spam? IE 3 entires for Abusaft, Monier? a couple other duplicates. Are we certain this is accurate and veriified? I just want to make sure when we represent these are valid regiatrations they dont call out errors or duplicates
@Cameron Rentch , the ones that look like duplicates have different people in the form data on the far right columns.
There could be spam or client invited in that list, I did my best to get rid of anything that was testing, spam or DiCello Levitt staff
@Cameron Rentch, yeah, this sheet is CTM, let me get into MailChimp or Stripe to confirm a better lead list and see if I can match it back to Paid.
@Cameron Rentch, so I am getting the list from Stripe and MailChimp, let me re-audit, I was on the plane on the above one and was just rushed for landing trying to finish.
@Ryan please get for me this am ASAP, need real numbers, real back up data, real metrics thank you
I have groomed the list from CTM and got the form fields broken out, just got to compare to Stripe. And will then update dash and send final. Having to filter a bunch.
@Cameron Rentch, ok, I did my best and came up with 79 total paid registrants, no sponsors in this list, no spam, no board members and dashboard updated.
https://lookerstudio.google.com/reporting/1d822859-26f0-474b-9dfa-684006151178
@Cameron Rentch, not recalling from our call center costs convo, for that $120K in Processing / Reviewing from TIP (that makes up the increase in Shield Daily Operating costs), do you want TIP to invoice you that $555K and the $120K, just making sure before Brian T. bills you.
NOT the 120K, that is sunk cost in TIP
In the shield call-center costs, the 555,000 is because into it is not at four dollars only in April, should I change that back to four dollars so it doesn’t screw with the numbers?
do not update yet, I need to see the numebrs side ny side in google sheet to show Marc difference and how it impacts media buyer commission @Ryan
All four of the <#C070W4XGKFB|gaming-addiction> are in the billable log this AM.
Ok, I got the Flatirons Staffing fees by month from Brian yesterday @Cameron Rentch, so I will use a calculated field in SL dash to extract these amounts on a per day basis with a % multiplied by the daily operating expense and then add that up for the subordinate financial metrics so those 3 Flatiron pages show that Operating Expense into the Profit. Good?
@Ryan lets talk so I understand this please
@Cameron Rentch Page 38, 39 and 40 have been completed for Flatirons expense and validated and reconciled:
@Ryan what is the ACTUAL cost of this NOT including salaries
• [ ] Email Management & Subscription Management: $28,000 • [ ] Site Content Management: Judicial/law school/class action/calendar - $32,500 • [ ] Social Media/ content creation/ creative/scheduling - $17,500 • [ ] Paid registration campaign - $15,000 • [ ] Website hosting/maintenance/updates - $15,000
• [ ] Email Management & Subscription Management • [ ] Site Content Management: Judicial/law school/class action/calendar - $475 • [ ] Social Media/ content creation/ creative/scheduling - $475 • [ ] Paid registration campaign - $2500 • [ ] Website hosting/maintenance/updates - $60 per month
where are you geting this cost from
• [ ] Paid registration campaign - $2500 Is that like agency account fees?
Agency fees, video ads, images, Canva subscription
@Cameron Rentch The AWD Wagstaff meeting is going on now FYI. Hillel said the LawRuler 2 LawRuler integration was a failure for them and said he would prefer Email Parser Integrations, so they are discussing the workflow and what data and files they need.
@Ryan pleas reach out to CTM directly, please handle this yourself not assigned to anyone. We have some warnings we need to get clear underatndong on what to do here
@Cameron Rentch, I will do this. I know what to do, may need some SL LLC info. Standby.
@Cameron Rentch, will take a few weeks to get the Trust Center campaign approved by CTM but they will email me and I'll finish it when they do:
@Cameron Rentch, FYI. Most of my time at the office last week was focused on getting the existing TIP Dashboard updated with Staffing Fees and ASA team services (PFS, Medical, etc.) not covered by Staffing Feed peoples.
But today, I do have Brian T. working on reconciling what was billed and what has not been billed. Such as Hair Relaxer PFS per Alan going for 3 months has about $34,000 to be billed.
@Ryan these are all "TC" cases, can you please get these updated and added to the TC summary pages in dash? Gaming Addiction - ML - Levinson - Triston Failauga 512997
@Cameron Rentch, it was Mark Maniora naming leadspedia wrong, he is fixing both Copper, Leadspedia and I'll update the DB rows. I corrected him for like the 4th time on this.
So it's $2500 per month for 25K TrustedForm Certificates to be retained and 0.15 after each and ActiveProspect, LeadConduit and TrustedForm are all the same company. Mike can have this in testing next week if you are good on that cost for Facebook Lead Ads @Cameron Rentch
Please also see if this is something we can use for TikTok
I will look into it, I'm on the 12PM call with Mike and TrustedForm.
Other updates:
- Nick and Nick are working on Connex vs 5-9 dialers, still making decisions
- Nick M. and Shane L. are working with me on enhancing the AWS morning financials to automate TIP morning routines / replacing Quint 100%
- James has successfully extracted all drugs / medications from the UniCourt data and linked them to the FDA data. He is working on implementing a ChatGPT like LLM to help bring context to the casefiles in UniCourt to know if the drugs matched are actually the focus on the lawsuit or just some of the other drugs / meds they plaintiff took. That will be the key context for us to educate and train the our AI model on forecasting 1 to 3 years into future for the market opportunity.
- James and Luke are teaming up on the AI Feasibility Dashboard, goal is to have it ready for us to preview next week.
- Myself, Brian and Luke are deep in new BI datawarehouse data modeling for Copper + Shield Financials for your new "Spent Not Paid" dashboard while working close with Patsy, Andy, Mark M. and Greg O. to ensure they keep Copper up to date for you and all AEs. Goal is to have this SQL model ready for data validation by me from Luke by EOW
- Brian Hirst has helped me get TIP Case Type pricing, commissions, revenue setup. Going to hire ByteCode for 4 hours of $200 per hour training (discounted from $250 by my negotiations) to get the "internal software application portal" created so we can have Nick Ward, Tony and David Kessler keep track of revenue settings for more confidence in billing clients for TIP. Glad to chat on this more if you want @Cameron Rentch
@Cameron Rentch, met with Mike and Dwight too on the projects.
- Dwight is testing Wagstaff AWD Paraquat
- Assan is under Dwight making field updates to form changes for existing production integrations, done soon and will join Dwight on new integration development and testing as he learns how to do what we do
- Mike and I are on a call with TrustedForm and will ask about TikTok, if they do not, I'll engage Jake And I gave Mike some coaching on how to operate and not be such a stickler for process when it comes to your requests. 😎
@Cameron Rentch, ActiveProspect meeting done, and...
• They are sending contract to sign for subscription to trusted forms and lead conduit at the quoted $2500 per month, I will sign and send to you and Brian for payment • Mike is scheduling Platform Kickoff for tomorrow with our Active Prospect AM, Kelley for tomorrow. On that call he'll get this parameterized trusted form URL and begin testing ASAP. • Active Prospect is working on TikTok version of this, I told them this is a priority for us so if they need any help on the TT product side, let us know, we have contacts.
@Ryan urgent - cards expire June 1, pleasw get these swapped out asap
4197460080852859 06/28 670 USA Consumer Ad Acct 2 Cameron Rentch 89119 USA Consumer Network
4197460091622499 06/28 483 USA Consumer Ad Acct 8 Cameron Rentch 89119 USA Consumer Network
4197460072240881 06/28 759 USA Consumer Ad Acct 12 Cameron Rentch 89119 USA Consumer Network
4197460087449063 06/28 179 USA Consumer Ad Acct 9 Cameron Rentch 89119 USA Consumer Network
4197460040720709 06/28 122 USA Consumer Ad Acct 1 Cameron Rentch 89119 USA Consumer Network
4197460039908497 06/28 588 USA Consumer Ad Acct 11 Cameron Rentch 89119 USA Consumer Network
4197460065440142 06/28 190 USA Consumer Ad Acct 30 Cameron Rentch 89119 USA Consumer Network
4197460046358603 06/28 549 USA Consumer (not sure if assigned to any account) Cameron Rentch 89119 USA Consumer Network
*Thread Reply:* @Cameron Rentch, got it. Will do.
*Thread Reply:* thank you may be a few others going through the long list
*Thread Reply:* @Cameron Rentch, these are all done FYI
@Cameron Rentch, first attempt for Ad Acct 2 failed, see below and let me know:
@Ryan hang tight let me make sure the new cards have been activated
@Ryan looks like all of Shield google accounts for all torts were cancelled this am, please check into this? Thank you
@Cameron Rentch I reactivated them but remember that I have your Google Ads data living in the new Google Cloud BigQuery database so all your data is your data now. Any campaign w/o spend ever was canceled and hidden, so we are clean:
@Ryan please be cost concisous with Darrel's salesforce requests. I feel like we have tons of software already
@Cameron Rentch , I think we devised a way to crawl into Salesforce for TIP. Asked him to setup a quick meeting with you and Tony.
@Cameron Rentch, tech updates:
- Nick completed the Shield Leadspedia Contracts data pipe last week
- Luke is completing, I am validating the Shield Copper Orders to Financials data view we created for (Client Dashboards / New Shield BI systems)
- Brian H. has the TIP Operations portal for Tony to manage the pricing and fees we charge for revenue to clients on each intake template,
- Brian, Luke, myself will switch right to creating Shield external clients dashboard portal and setup testing Users to login and see our Looker Dashboards for clients.
- Mike is testing Facebook e-Sign events, ensuring all MBs have things setup to utilize
- Mike is awaiting TrustedForms new contract, I bugged them for us in email today, will call her if no response by EOD
- Tortelligence AI, James is still working on the Pharma FDA Drug based court cases PDF extraction to identify the drug names (brand and substances) in the court documents so the dashboard can truly "analyze and assess" which cases are related to the "Next Big Mass Tort"
- James and Luke have the Tort AI dashboard feasibility about ready except the court case data part on bullet 7. I am reviewing that tomorrow. My focus is SL data warehouse for client dash, shield dash and the AI project, including Shield Legal Looker Enteprise page updates for you. I want to wind down the "Data Studio" version before end of year.
Mind asking him after his Wagstaff ad hoc urgent task / fire, is put out to get the LawRuler leads, intakes and answers done ASAP?
@Korbin, update on AI Predictive Model
• Met with James and Luke, reviewed feasibility dashboard. Helping them improve this before you see it to really tell the story of "what are the biggest MDLs and what are the next potential / predicted big MDLs", but see image below for preview:
thanks can you delete those messages from call center channel please?
@Ryan FYI - I will be out of the country after 5PST today through the 14th. I will be 9hours difference so will need to make sure we have numbers done daily between 6-9amPST daily.
Paris->Nice->Monaco - me, Mackenna, meeting Dicello and his daughters there
Your Paid vs Spent is what Luke "trash canned" when he threw a hissy fit over being offered $12K more per year and removal of financial analyst role in 30 days, robbing me of any real days off on my supposed days off. And we have 127 columns in this data set that combines Copper Opportunities / Shield Order, Shield Payments, Leadspedia Contracts and daily Shield Financials. I am trying to "organize the 127 columns, make certain columns format as numbers and sum / average out properly, while making sure Brian, Malissa and Greg are doing their jobs of ensuring your orders, payments are on the system. And that Mark does not name them wrong and adds their Contract IDs into Copper. So when it is ready, we can break it into small chunks for "Live Orders" versus "Completed / Paused Orders" so that the Accounting and Sales Operations teams can ensure your orders budgets, payments and linking to Leadspedia and Shield Financials database is done as required.
Actual revenue / client-costs will still be updated by me and Nick eventually.
Then once you have it reconciled with Accounting & Sales Ops, and we make sure Luke's code is accurate, then Paid Vs Spent will be ready and that same data will let me build the new and improved Shield Client Dashboard order summary and details portion.
Be sure to let Nick know that getting LawRuler Inbox, Intake Questions and Answers and Statuses, plus Leadspedia Sold Leads data pipelines done ASAP is a priority. That HAS to happen for us to ever get out of the tire-spinning mode we've been in for months.
Welcome back from France. Hope it was an amazing time.
Let me focus Monday, Tuesday and Wednesday on Paid Not Spent and I should have it ready pending no more useless distractions. I am going to PUNT everything.
I just finished about a four hour session on that dashboard data, I made a lot of progress with the help of Greg and Malissa today, and fixed a bunch of Luke’s sloppy code.
I’ll be able to focus on loading up the data to Looker, converting the formats to numbers I can sum up, and try to get you a draft by Wednesday on Paid Not Spent
Quick update on paid versus spent. I’ve got the dashboard ready, I’m going through it and validating that my calculations work properly, and then I’m finding deals that are not put into Copper correctly. Had a meeting with Greg and Malissa and Mark, they’re working on reviewing and cleaning up. Then will export to a sheet for you to reconcile. Starting with active and renewal pending orders.
@Ryan update on getting me export sheet? I need to get this to Marc. thanks
@Cameron Rentch , I’ll send you invite to dashboard. I’ll start a DM with sales ops and share dash and you can export to sheet.
Can you have it exported for me? and post into slack - I am traveling and dont have best bandwidth to get into dash. If you want to do a screen record that is fine
@Ryan requested to push paid v spent to 130, please move things around for this. Thanks
We got the data updated, I’m working on figuring out how to get some of the formulas to work, part of them are summing up wrong, I’m knocking my head, so I’ll do my best to have it ready for the meeting, but I may not
I think I just solved it , auditing more to validate
FYI, Brian Hirst has the TIP Online App / Portal working so that Tony and team can manage the real-time Intake Templates pricing, agent commissions and category points, etc, etc, so EOM financials can be automated for billing in the new in-dev BI warehouse and application.
He is also building the Shield "client reporting dashboard portal" that will use Looker Enterprise embedded dashboards in the App that I will start once I get Looker Enterprise Paid Vs. Spent built and working first for Marc.
I know Nick and Ahsan are trying to get the TIP LawRuler Leads, Intake Templates and Intake Answers and Statuses and Leadspedia Sold Leads data piped into their respective data warehouses but integrations keep slowing them down. So that is the reason a replacement for Shane would be recommended. Having developers constantly addressing customer needs is fine, but it comes with a great timeline impact.
And you should chime into the TrustedForm email chain today and review their counter offer to contract being changed. I'd be down to throw legal at them since they negotiated and bad faith and withheld the information we learned on our call with them when they sheepishly informed us of the 90 day window.
@Cameron Rentch, so UniCourt.com team was very cool about our early data needs in our tortelligence.ai project. They understand our court data scope needs and I asked them to consider using our $27K, our first overage of $11K and our latest overage of $13K to be prorated against the $120K Snowflake MDL / Product Liability / Personal Injury datasets. James confirmed he won't need to hit their API before the feasibility dashboard is ready for you, James and myself to review. I'll loop you into that conversation.
FYI, UniCourt founders are from TR BTW.
@Ryan where are with with paid v spent? Also please update and add ACTS/Levinson(TC) Chowchilla to the TC dash - we started 2 days ago. thanks
It’s been ready since our meeting. Check out group chat
can you post the link here I cant find the group chat
I’m going to add it to the main dashboard in data studio for you, but I’m still working on building it and looker Enterprise for marc
@Ryan something is wrong, it is showing we have 8mil spent that has not been paid. This is wrong
I’ll take a look, I know it’s the right formula, but it may be adding up values it should not
Do you know the number that it should be at least approximately?
FYI, @Cameron Rentch, I got Marc his Looker Enterprise Paid vs. Spent this morning.
@Cameron Rentch, URGENT. Leadspedia has 294 leads unsold for gaming addiction, all contracts are paused. I noticed cause our lambda was failing trying to divide the media spends by zero leads. Please have Mark M. manually sell them ASAP and get contract unpaused.
@Cameron Rentch, tech meeting notes.
Nick, Nick and API team was not available, on phone with Microsoft Support for PowerAutomate issues. Requested updated Monday board from them to ensure all requests are on the map, being actively worked on...
- Brian is focused on TIP & SL User Applications, TIP for Case Type pricing and agent payroll calculation automation and Shield for the Client Looker Dashboard solution.
- I am focused on Shield Financials Paid vs Spent, Shield Client Dashboard prototype
- Nick NEEDS to focus on TIP LawRuler data pipelines badly, but integrations and client ad hoc reporting has him quite consumed.
- James is finishing the dashboard concepts in DataStudio (to move fast) and then I will review them and build in Looker Enterprise as we review with you in Las Vegas
- Luke has been requested to reconcile January 2024 to date per month and to ensure old DataStudio client dashboards are being logged, making me the owner of them, and ensuring it's a manageable handover to Brian Hirst.
Short Summary • During the Tech Project Status Weekly meeting, the team discussed several important project updates and priorities. Brian provided an update on the tip dashboard, critical for pricing management, while Ryan shared his ongoing work on the paid vs. spent dashboard and a client-sided dashboard. The shield legal portal emerged as a key priority. James highlighted progress on the data pipeline in BigQuery, emphasizing the integration of prediction algorithm results and the goal of completion for data visualization. The team also discussed the iterative process for enhancing the prediction model and the significance of stakeholder feedback on algorithm weights. Personal updates included Ryan's recent relocation to Tulsa and James's long-term plans in Florida. Key action items were assigned, including Brian finalizing the tip dashboard by Friday, James completing the data pipeline, and Ryan organizing a review meeting and planning travel for potential meetings in Vegas in early September.
Bullet Gist
• 📊 Dashboard Progress: Brian and Ryan provided updates on the tip and paid vs. spent dashboards, both crucial for pricing and client insights.
• ⚖️ Critical Priorities: The shield legal portal was highlighted as a pressing priority for the team.
• 📈 Data Pipeline Updates: James updated the team on the BigQuery data pipeline, focusing on integrating prediction algorithms.
• 💬 Stakeholder Feedback: Discussion emphasized the importance of stakeholder feedback for refining prediction models.
• 🔑 Action Items Set: Key tasks were assigned, including finalizing dashboards and planning travel for upcoming meetings.
@Ryan sent you invite for 12PST call. Here are items we need to cover
- Tik tok KPI document (quick review of what is needed)
- Nick McFadden (challenges)
- Aiden
- Pulling on Brittany's team (protocol, guidlines) IE we can not use "TIP" employees for Shield work, or allow them access to Shield systems
- Staffing plan
- Department management and leadership
- SOM issues We need to stay on point with this agenda. Talk to you shortly and watch for emaisl
*Thread Reply:* 1. ~Tik tok KPI document (quick review of what is needed) Sheet Link~
- ~Nick McFadden (challenges)~
- ~Aiden~
- ~Pulling on Brittany's team (protocol, guidlines) IE we can not use "TIP" employees for Shield work, or allow them access to Shield systems~ a. ~Daily Signed & Declined TIP AWS update:~ b. ~Daily Lead ID and S1 correction~
- ~Staffing plan~
- ~Department management and leadership~
- SOM issues
- UniCourt
- ~Luke~
- OK
- OK
- Aidan is cleaning up the TIP Log Table, he only accesses Slack channels. Who at SL can do this on a daily basis before 7:30 AM?
- Need to hire me a new Business Analyst to replace Luke or I cannot focus on the work and projects we've prioritized
- Great
- OK
- OK
I am not asking for feedback I need to speak with you about these items. We will discuss, but a HUGE part of this revolves around you being present and providing leadership. The teams are a mess and I am spending a huge amount of time with things that I should not be involved with.
@Ryan
https://docs.google.com/spreadsheets/d/17VurntERsLmno3QEI_82GMYTcH3MghdghxTu5CgZrQE/edit?usp=sharing
- Please open
- Please pull most recent average metric (our cost per signed contract) on Meta/facebook. Use most recent 30 day period when campaign was live. if campaign is NEW, please leave blank
- Note that some of these have been run some time ago so you will have to go back into dashboard
*Thread Reply:* @Cameron Rentch, you want this done ASAP?
*Thread Reply:* you can ignore all other columns
We’re spending time with the TikTok team on a rooftop restaurant, do you mind asking Luke to complete the numbers today so i don’t have to interrupt our event and disappear for an hour and a half?
I can ask him but I thought he was already sent his termination letter @Ryan?
Shellie said he was going to stay yesterday to 31st. But I don’t know cause I haven’t heard back from her.
I’ve started but can have him finish the tip rev and counts if he’s staying.
can you ask @deleted-U05DY7UGM2L if he has replied or not?
@Ryan multiple reports from customers that customer facing looker dashboard are not loading
I’ve been walking through all of them trying to fix, and I have Malissa helping
There’s about 65, and I’ve done at least 40 of them
The fix is easy, I just have to click on each to do it
Just tell him there’s a data permissions issue getting fixed now
@Cameron Rentch, I think I've changed ownerhship, reauthorized the data base and validated it's working for all client dashboards. I'm going through the sheet we made of "Active" and double checking. Let me know if any ones in particular are not working after client refreshes.
@Cameron Rentch, which week are you in Vegas below? Been trying for two weeks to get your response to setup AI meeting:
• September 3rd to 6th • September 10th to 13th
@Ryan Maniora does not have time to do this manual "lead tracker" project. You are going to have to get this assigned to someone else. He can handle the leadspedia items. I do not want anyone else in leadspedia.
FYI, I am building the Flatirons order summary Looker Enterprise dashboard. Show Nick how to get started on the Benchmarks in Looker Enterprise. While doing this I am validating Copper Orders and Shield Financials and TIP dashboards reconcile against it for Flatirons. I noticed Leadspedia and Copper had some missing information causing the MD TV for Flatirons and the original Illinois - DL and Flatirons, no BG, orders are getting fixed.
My top priority this week.
@Ryan reminder please send me link to where to see all of the TV spend , if you sent, please resend to me thank you. Also, note, the office you and Andy were sharing is permanently repurposed for a lactation office. We dont have another option, so please bounce between conf rooms and a cube.
Link into new dashboard with the TV filters below.
Good trip to LV this week, things accomplished:
- Spent good time with Development / Integrations team in the cube-farm a. Talked to Nick about how to prioritize David S. and hopefully James for Integrations b. Discussed his 4-birds-one-stone solution with LawRuler pipeline mentioned here:
- Spent good time with BLX services team in the cube-farm a. We need to do some BenCrump.com multi-variate organic traffic to lead conversion rate testing as part of our contract, LaToya is looking into best web apps to do this (aka Optimizely, etc.)
- Spent time with TIP team on revenue, payroll management and Brian Hirst's TIP Operations App got rolled out to Tony, David and Alan. We are working with them to get all pricing for each Case Type campaign into the application. (This supports the new data warehouse to create the TIP financials in a much more automated, accurate, no human-error way. If you want to play with the app, let me know.
- Got Looker Enterprise client dashboard for Order Summary ready, now working on getting the Order Details (off the AWS system of course, so not as fast as I want it)
@Ryan need to connect with you on a few items. Sending invite for 10am PST
Sok Asbestos Integration:
Require: • Slack Alerts w/o MBs knowing a difference • TIP Fin Log table must be updated for COUNTS Best Solution: • Pass Leadspedia Lead with LP Lead ID / Alt ID and S1 to LawRuler • LawRuler Automation to deliver lead to SOK CC just like they require via email and code in Subject Line and fields as needed (Mark Maniora) + LR Lead ID • Nick McFadden to work with SOK team get them using the LawRuler API with the LR Lead ID to update to new status: ◦ 3P Contacted Attempted ◦ Signed e-Sign 3P (which then gets it's own TIP Slack Alerts Automation) to send to LOG table and SLACK <#C01V73EC2S3|asbestos-cancer> channel
@Cameron Rentch FYI, I have completed 2024 YTD reconciliation. I have also learned how to create database Tables with our BI modeling software (DBT) rather than using database Views, so I am creating new tables that will GREATLY speed up the Paid Vs Spend underlying data so that the internal AND client dashboards will be much faster.
I have the client draft dash WIP. Things are moving along well.
FYI, since we signed up with Looker Enterprise and used Google's free $7000 credit to partner with Bytecode.io for our development training, support and spot-work we don't need Sphere UNTIL we engage them for a Security and Privacy Eval on our GCP platform. So you can stall them if you want.
FYI, the Paid v Spent dashboard is not lightening fast. I got the code updated finally.
@Ryan after we talk with Brian at 1130, stay on so we can talk about a few other housekeeping items that Marc wants done.
Tony, Brian, Malissa and I are on the TIP Pricing review call @Cameron Rentch
Morning. So any update on Tortelligence.ai as an LLC with Marc? Or does it make sense to "wait" until we show him the product and you have the "next steps" talk with him on the project?
And for BLX, like I did for Andy (even though he never acted like an Account Manager) paid him 10% commissions. Since I am the acting AM for now for Dish, Markowicz, FLS, Crump organic, are you good with me taking the same 10% commission? That would be a wonderful financial position for me as I continue to ensure website, seo, organic lead automation into TIP and BCL LV, etc. is ongoing. My October commission would look like this, let me know.
Also, once we confirm that I will start to review, migrate / cancel the software BLX uses to service these clients and move them to your SL Credit Card.
Annually, the commission at 10% would look like this FYI, based on history:
- Dishowitz - $60K in annual rev, 10% commission at $6000
- Focused Litigation Solution - Avg. $25K annual rev, 10% commission at $2500
- Markowicz - $4K in annual rev, 10% commission at $400
- Crump - $578K in annual rev, 10% commission at $58,000 TOTAL approximate Commission: $67,000
@Ryan I will talk with Marc on all of this. But we are not paying commissions on prior money brought in? We need to look at the crump money and decipher how much is related to TIP only, as Tony gets commission there too, so the Crump piece needs to be broken out. Likely, since it will all be Shield we will keep standard and pay 5%. Also, I have not had any discussions with Marc and currently no plans on making Tortelligence a separate company.
I also think you should talk with Andy, as he puts ALOT of time into Crump and his reltationship with Jon and Jarret, so that is something you two will likely need to workout between yourselves once I have details from Marc.
@Ryan can you send JV commission email to me and Brian please?
October 2024 commission are money paid in this month, so the commission would be start for October 2024. I'll split Crump commission with Andy if he's maintaining relationship at 5% him and 5% me. The $142,850 goes to SEO, Website Management, Reporting & Analytics and Executive Consulting, they fees billed from TIP to BCL have never been "BLX revenue", so we are good on that part @Cameron Rentch, I'll submit it to you in November for October.
@Cameron Rentch, if Tort AI product is NOT a company, what are you proposing then for revenue-streams from it?
@Ryan I am not proposing anything on revenue streams from Torttelligence at this juncture, and we are not talking about another company at this point. Please talk with Andy and work it out commissions. We pay 5% max commissions on shield business. If it prior to transferring to Shield, and still under bradlytics then you and Andy can work things out.
Or I’ll keep BLX myself, do the work myself and collect the revenue. I can afford an webmaster on those fees.
Thats absoluetly inaccurate ryan. I told you you can get commissions on the brandlytics customers but you and Andy should work that out, we pay 5% max through shield.
I was very cleary on the tortelligence software. Marc and I do not have any plan on this at the moment, nor am I committing to anything with anyone on it. This is a big TBD, with alot of unknowns...
Marc and I are owed hundreds of thousands from Brandlytics, so no, you are not keeping that company as we are shutting it down. It is not profitbale and costs all of us more to keep it running.
we can talk later about this all if you want @Ryan
@Ryan can you adjust please I have a call 3-330, and another at 4 thanks
@Ryan I am not sure who on the team can get toll free numbers from Crump CTM account. They need two ordered today, can be set up next week, for Depo Provera (print ad) Oxbryta (print ad)
Can you jump in and grab me two, just so I can get to them to put into the print ad being created? Does not need to be mapped or active until next week. If you can find something good that ends with 9111 or 1111 or something that would be optimal. Thank you
Thanks. If you can post here I will send them over but disclaim they are not ready nor will be until next week
@Cameron Rentch, here is the financials sheet. Not sure Depo Provera adjustments made it:
https://docs.google.com/spreadsheets/d/1Bbj4SYDffeDBvqkBeAXa0j9_0EvCD-MgwmgNUBrSD04/edit?usp=sharing
Thanks @Ryan will check when back in front of laptop
@Ryan can you pelase give me edit access to thr above sheet?^
@Ryan I added Depo rev. If you can update database. Ty
@Ryan not trying to push off a call - just chaotic in the office. Can we do this Friday after 1pm PST, I will be wide open and can be undistracted.
I was in a hole doing this MB thing anyways, JUST came up for air and saw it's been 2 hours
Ok, I have a copy of ML, JA and CP's dashboards but here is the skinny after I updated Call Center Costs Per Lead, here are the commission before and afters for the period of July 2024 through Sep 2024. Got to run to golf lessons, but we can hop on a call about this tomorrow to review more if you want.
CP Before: $206,945 After: $191,113 Diff ($15,832)
JA Before: $226,734 After: $212,572 Diff: ($14,162)
ML Before: $190,945.22 After: $179,649.79 Diff: ($11,295.43)
thanks @Ryan good for looking into this. let me look at and talk with the team so they are aware
@Ryan can we please talk at 3PST? Just back to SD and have a bunch of fires. I can talk anytime after 3pst, even 4pst would be great
I have kids school STEM event at 5PM CT, but can we catch up Sunday?
@Cameron Rentch, I'm still at my lake house with sons, sis and mom. But here are my thoughts and we can catch up tomorrow in 15 minutes late in the day:
- BLX merger w/ Shield a. Understand the financial reasons for this. Fine with it as marketing services agency was not the company I wanted to build with Marc.
- Commissions a. Spoke to Andy, and want to have him receive his 5% on the Executive Oversight portion of BCL budget. $22,500 per quarter. I'll make 5% on the SEO/WEB/ANALYTICS portion of the budget and other clients like Dishowitz and FLS. b. Andy said if I bring him law firm customer referrals, he would pay me a commission like he does Greg Genson, etc. I do not have a lot of those, but I do have 3-4 introductions with very powerful OK/KS/AR region P.I. attorneys and would enjoy the opportunity to stay connected into the front-end of the business if one of my relationships become a strategic customer of Shield.
- Tortelligence a. I wish it would be it's own company but understand I have no leverage for that to happen if not an interest by Marc or you b. So I would love to hear your monetization vision for this SL product and what your proposal is for revenue share so that I can have a "realisitic idea" of a future financial outlook This week, towards end of week, I will start to migrate naming conventions of BLX to SLX (aka Shield Legal Services ) and confirm keeping the BLX financials in the shield financials with sign ups and potentially backcasting revenue on them based on service fees. Glad to hop on a call and discuss that and the TortAI stuff.
@Ryan let’s connect this week. Not sure I am tracking all of your items above.
There is no “merger” of Shield and Brandlytics. Brandlytics is being shut down as it is costing all of us more than it is worth to keep moving
Shield pays 5% on total rev, so you guys can figure out whatever works. All good on referrals with Andy and how you guys handle - I just want to make sure you are focused on the Shield business and items we’ve discussed. We do not want your work distracted with “sales”
The Tortelligence project - we need dates for what we discussed for presenting to Marc and having some type of beta based on what was discussed. Again, there is no current plan with the product. We need to see viabilty and beta. When does this happen. We discussed November so let’s please make this happen.
I need you to get more dialed in with the data and analytics team because they all roll up to you and there are a lot of conversations going on around a lot of people with raises moving people around different departments people and Brittany’s team moving here and there, etc., etc. etc. etc.. There’s a bunch of items that we’ve gotta figure out.
@Cameron Rentch , let me know some times that work for you. AI project, probably early December. James and I will come back out. Made great progress on dashboard last week.
But we need to get me a Data Analyst for BI doing SQL, a data engineer for James, and we just need to make sure you are aligned so that integrations are being handled by Dustin, Dwight, and probably Ahsan. But new guys we can discuss. That’s from my light discussions with the team leads.
*Thread Reply:* @Ryan I think we’re probably in a pretty good shape with integrations. Do you think you can come out the end of next week to Las Vegas? We can have a meeting with the team and decipher who is available that we can move over
*Thread Reply:* Sorry. I will be vegas 11/3-11/4
*Thread Reply:* Wait. I will be there 11/6-11/7
*Thread Reply:* Let me see, I can come out for short two days probably
*Thread Reply:* @Cameron Rentch , I can come out Tieday 5th, 6th and leave 7th morning, that work?
*Thread Reply:* @Ryan I think that will work. Can you wait until tomorrow to book? I have one issue with my youngest daughter that I have to clear. My plan was to come out there on Wednesday Thursday of that week and come back Friday morning if you can do that it would be optimal, but I will look into coming in late Tuesday. I am just not sure I can do that just yet.
*Thread Reply:* @Cameron Rentch , I can do the 6th, 7th and leave 8th morning
*Thread Reply:* Had to square up with family to watch boys.
@Ryan can you give me a list of any items you are giving to Latoya on a weekly basis? I am trying to get an idea of what she is being asked to do - she is asking for an assistant and raise which seems pretty ridiculous...lol
I only coordinate the organic campaign launches with her on a weekly basis for Ben Crump, she’s self-sufficient on publishing the press releases that come fast and furious from the public relations company, and she took four weeks to redo the NAV bar on Ben Crump‘s website. I’m not sure how she could be that busy but I guess if you take Four times longer to do things it feels busy.
Hey, in LawRuler I have 103 sign ups listed as Dicello/BG/Flatirons but came from your "Maryland Juvenile Hall Abuse - Dicello/Flatirons (TIP) - Contract" contract that is active. Should these 103 be in the LR case type "MD Juv Hall Abuse - DL - Flatirons - Shield Legal" and not the BG version?
If TIP has it wrong, I can break out time to fix this next week with you and Tony. It's a tedious (case by case) update in the DB though.
@Ryan I am pausing BCL tampon contract in leadspedia, they can not take any more cases. I will also have Latoya remove the form and add "No longer accepting any cases" on this landing page
@Ryan I am seeing the "OP exs" column added into this page for "customer campaign x date" in dash. It is calculating into the gross and net profit, please remove it on this page from the calculations and fix the percentages of gross and net profit. Need asap please
*Thread Reply:* @Cameron Rentch, this is your Page 18 Gross Profit Calculation, has not changed for a years. Both that old dashboard, which I am going to sunset in 2025 for Looker Enterprise version, page 18 is https://shieldlegal.cloud.looker.com/dashboards/17?Campaign=%25Mortgage+Race+Lawsuit%25&Customer=&Ad+Platform=&Rev+Date=this+month|here.
Gross Profit = daily_revenue
- daily_spend
- cc_cost
- agency_fee
However, Mark redefined Gross Profit on a new Looker Enterprise page he had me create here, where it's computed as below. That page is https://shieldlegal.cloud.looker.com/dashboards/77?Campaign=Mortgage+Race+Lawsuit&Dates=|here.
Gross Profit = daily_revenue
- daily_spend
- cc_cost
- agency_fee
- mb_commission
- sales_commission
@Cameron Rentch, which formula do you want to use so that Gross Profit and it's ratios are the same across all pages in both old and new.
*Thread Reply:* @Cameron Rentch, let me know so I can update dashboards.
also can you confirm that the op exs is not calcuating into the media buyers commission and therefor reducing their commissions?
ok, can you also possible add a column in adjustment dash daily for "call center costs" so I can see the gross spend? It makes it hard for me to randomly guess how much to adjust without seeing this. Thank you
@Cameron Rentch, I cannot do that, but I can add a "table" to the dashboard that shows your Prior Month Cost Per TIP Worked Leads, that work?
*Thread Reply:* @Cameron Rentch, this has been done. I have Gross Spend (spend + agency fee at 7% + call costs per sold lead) and added Call Costs as a separate column. Hope this helps.
Or maybe I can try something for that @Cameron Rentch, but it will take a few hours to code up, validate and publish to the Adjustments Dashboard.
Let me create a task for Monday / Tuesday to try something.
ok lets discuss maybe there is another way...talk later about that.
*Thread Reply:* I think I can do this pretty quick, just will join the Adjustments table to the call center costs table by the MONTH and VERTICAL, then update your dashboard with those. Just will need quiet time behind the home office screens.
@Ryan FYI for call with Yan, I do not want him seeing company profitablity and total rev for media buyers. I want to focus on him seeing things that relate to Tik tok to start. We will discuss on the call
FYI @Cameron Rentch, your Looker Enterprise board is up to date with all of Mark's tweaks to 22, 23, 24 and new additions 52 to 54 pages. Try using this one next week only, the old DataStudio needs to get taken down early next year once we go live with new system. Not keeping it updated with Marc's rapid changes.
https://shieldlegal.cloud.looker.com/boards/2
Watch video no how to use mobile app, 30 second video: https://www.loom.com/share/9c99c78b5d3c4de3a2a17de193fb8d13
@Ryan this just does NOT seem correct for call center costs? I need to talk with you about this ASAP. We just can not have call center costs. It is showing call center cost is 1/2 of the cost of each lead.
Equals 74/per lead for just calling (3858 leads) and 489 per signed retainer.
Correct, that number comes from October 2024 fees
403 is cost per retainer, the extra money is talk time revenue.
Will use this card for SL marketing ?
05/28 831
Cameron Rentch
7180 Pollack Drive
Las Vegas NV 89119
United States
@Ryan 5170 Badura Ave, Las Vegas NV 89118
Urgent!! we have updated our billing address on the credit cards effective today to the new building location. Payments may fail if we do not update addresses for all systems where the UBS cards are used.
*Thread Reply:* Oh boy, this is a lot to handle in one day
@Ryan here is the main shield card we use for all recurring expenses
4197460006979356 05/28 831 SHIELD Google/Outbrain/CTM/Leadspedia/G-Suite/Slack/Digital Services/Pandadoc/Office/Oxylabs/TikTok/GoDaddy/AdSpy
My name, new address above^
@Ryan setting a meeting with you tomorrow am, need to review some items in detail on screen regarding financials. Specifically, some of the calculations. Examples:
New dash on tab 18, customer campaign x date.
Using the following as example(see screenshot) Ethylene oxide
It appears as I am adding things up that you are calcuating the gross profit out of the total expense, which is something we have never done. Gross profit should be ONLY including media spend+agency fee+call center cost. Everything else, media buyer commission, sales commission, and operational expense should be taken out after. Let's discuss. I am having a hard time with identfying cost per contract on the gross profit side, as defined above, as the figures in attached are factoring in everything and greatly skews the numbers
Read this again, from a few weeks back.
I know this needs to change. It’s not accurate. We will discuss.
This saddles Shield with 100% of TIP costs , which is not a true number. I get it from the “all companies” but not true shield cost
On the call, here is the latest cheat sheet on SL financials, I just updated it.
Shield Financials Calculations ```Gross Spend = dailyspend + cccost + agency_fee
Gross Revenue = daily_revenue
Gross Spend = dailyspend + cccost + agency_fee
COGS = dailyspend
+ cccost
+ agencyfee
+ mbcommission
+ sales_commission
Total Expense = dailyspend -- COGS & gross spend + cccost -- COGS & gross spend + agencyfee -- COGS + mbcommission -- COGS + salescommission -- COGS + operationexpense
Gross Profit = dailyrevenue - dailyspend - cccost - agencyfee
Gross Profit COGS = dailyrevenue
- dailyspend
- cccost
- agencyfee
- mbcommission
- salescommission
Flatirons Overhead ** = VSS fees + CSP + MRT = Total Flatirons Post Retainer Services / by mediarawv2 row count where customer LIKE '%Flatirons%' per month. Update Looker shield_legal model file.
** Is added to External Total Expense, Combined Total Expense and subtracted from External Net Profit, Combined Net Profit, Combined Cash Flow
Net Profit = dailyrevenue
- dailyspend
- cccost
- agencyfee
- mbcommission
- salescommission
- op_expense
Cash Flow = enetprofit (Shield) - itotalexpense (TC)```
@Ryan I need to to also fix the "gross profit margin" calculation on the dash. Check the ethylene oxide again, this column is not calculating proerply
@Cameron Rentch, Gross Profit Margin is calculated as such, let me know if not correct:
Financial_Details.gross_profit / Financial_Details.gross_spend = gross profit margin
@Cameron Rentch, this has been fixed on the new dashboard. Page 18 is good to go. Checked the rest and added all the new measures to #C0297FT6U84 with full details including the ratios. I put this all on the backend of Looker Enterprise like we spoke about, just took several hours.
Thanks for setting up meeting with Joe today, was buried.
@Ryan urgent, when exactly was Hamiks last day working with Brandlytics in the last round?
So James and I will arrive Tuesday early, having meeting with you and Marc. I'll stay to Thursday 19th, James has some travel commitmants for holidays he mentioned so I told him to leave as needed. He is booking his flight. @Cameron Rentch, mind sending me a CC# I can use to book, then I can worry about the physical card after arrival, workday and check in with Tuesday afternoon.
I can also book on cc 9356, send Brian / Nsay receipts and have them allocate in Yardi to travel if you are swamped. Let me know.
FYI, had to fix a Zapier Agency Spend submission issue this morning that had caused Agency Spend to not submit since November 21st, so that 7% cost was backfilled from then through today and tested new ZAP and it works great. I also now get an email if they fail again.
@Ryan what time is meeting with me, you marc and james?
I don’t believe it’s serious l, but it wasn’t reschedulable
also @Ryan your rev per contract is off on page 18 for Chowchilla. The total amount of rev is correct, but the column "rev per contract" is not accurate. See attached.
*Thread Reply:* @Cameron Rentch, I have to update all of these with the new method I figured out this morning for Avg. Gross Profit Margin (Nulls) & Marc's Gross Profit COGS Margin (Nulls).
I'll fix Cost Per Contract, Rev Per Contract, and CPL & RPL.
*Thread Reply:* Basically have to make the denominators that are zero null so they don't cause the ratio average to include your zeros.
here are your adjustments, you may have mis-adjusted something on line 107
Page 2 of your Adjustments dashboard fixed, shows the post-adjustments we push to the final financials
@Ryan what column am I looking at for my adjustments? sory I dont undertand the headings
totalRevenue is what is was in Adjustments Dashboard
107 looks like you changed it from 36000 to 10000
also there are definetly more adjustmwnts missing on here. Something is for sure wrong, we may need to audit last 30 days. Those entires you posted I did not make adjustments on
Let me check your raw adjustments from yesterday, that is a JOIN
I did not adjust chowchilla, firefoam, or gaming. I did adjust paraquat from 320000 to 36000, so I fear there is something def off
@Ryan good to use the Tortelligence logo that Mark Hines created if you want to upload
We did and made the whole dashboard match that color scheme and related palette
I leave tomorrow at 1:45 PM, can we have that meeting after our demo?
@Ryan 17 - Buyer by Campaign per Day in dash. When I select "media buyer" to filter by media buyer. When I select media buyer and update it is not filtering
@Cameron Rentch, page 17 is fixed. What other page #s do you use most besides 18, I want to check them by your usage rather than 1 to 57 over the next few weeks to ensure we are using the server-side metrics, filters are built correctly, etc, etc. A lot of these are from me, Brian and Luke earlier this year and my expertise has increased a lot.
@Ryan ok tab now seems like it is working. Can we update this so it ONLY shows the tort, rather than each specific campaign?
I would like to have platform but ONLY tort, so just two lines for firefighting foam , 1 for tik tok and 1 for FB.
It is only shows the Vertical already, you want media buyer removed our pushed to the left like below?
e.g.
• Date ◦ Media Buyer ▪︎ Campaign • Ad Platform
I can do:
-Date -Campaign -Ad Platform -Media Buyer and give you subtotals so you can collapse them as needed.
@Cameron Rentch if you want 2 rows per Campaign, then a new page is needed to do this...the rows will be
• Campaign • Ad Platform • Media Buyer ...then all the metrics.
*Thread Reply:* @Cameron Rentch, you want it like this Page 14, but with the Page 17 metrics, yeah?
Let me know, I will have to build that once home for you, plane WIFI and Looker Dashboard building is a terrible experience.
@Cameron Rentch, I will have a much more thorough analysis on Avg. Daily Spend, Daily Revenue and Gross Profit Margin. Giving to Nicholas to do BUT I imported Q4 to date data into ChatGPT and asked it about the relationship of these variables, here is what it said:
Relationship Summary
- Direct Spend-Revenue Relationship: a. The relationship between total spend (cdailyspend) and total revenue (cdailyrevenue) is moderately positive. b. This indicates that campaigns with higher spend tend to generate higher revenue, but the relationship is not perfectly linear or consistent.
- Impact of Conversion (Leads to Contracts): a. The strength of this relationship is significantly influenced by csignedcontracts converting from cdailyleads. b. Campaigns with higher conversion rates (leads successfully turning into signed contracts) show a much stronger correlation between spend and revenue, as revenue generation directly hinges on successful conversions.
- Lagged Impact: a. Preliminary results suggest the relationship is more immediate (within the same day) than extended (1-day or 2-day lag). This is likely because the revenue impact from spend aligns closely with the real-time lead generation and contract signing process.
@Ryan is there somewhere you posted the details for the focus group stuff?
Yes, #C057G9JTLDA channel. I am getting her SurveyMonkey to HubSpot zaps done today with Lee, everything else is ready.
@Ryan if Lee is trying to use card 9356, here is code
UBS will NEVER call OR text you for this code.600030 is the One-Time Password for your UBS card ending with 9356. Please enter this number on screen.
@Cameron Rentch, when free, mind moving the commission review meetings to Wednesday the 15th or later in the day the 16th, I have a docs appointment on Thurs morning.
Black Church Calendar 833-70-CRUMP - Tracking Number
@Ryan can you please purchase these CTM numbers
One is for Crump, the other is for DL I don't have access for some reason to register them.
also @Ryan the Crump number needs to point to Crump Intake
@Cameron Rentch Ben Crump LA Wildfires - Print and Organic (833)-497-FIRE Tracking Number
@Cameron Rentch for Dicello in Shield / USA CTM account:
Thanks @Ryan
FYI
Ryan - here is the “ring to” number to point the Crump
@Ryan very important. Can you please take a look at customer dash for DL/Flatirons below and confirm that when Tony/team moves a contract into a "QA signed and declined" mode, that the rev is subtracted from the dash automatically and that the database matches whats showing in the customer dash? I have a meeting at 830am PST with them, and need to warrant to them that this is accurate and we are showing accurate rev used.
https://lookerstudio.google.com/reporting/7de80e04-43be-4479-af16-acbb9b517dbf/page/ASVvC
@Cameron Rentch, give me some time, the 12 or so declines I did on Sunday are not all out by Tonys team, let me check and reconcile.
but yes, that Studio Dash for Flatirons is the exact same data in the Looker Enterprise, so you are good there. They sync every 5 to 15 minutes after we run in the AM.
@Cameron Rentch, I see the issue, fixing for about 30, then on to ###s
@Cameron Rentch, TIP dashboard and Shield Dashboard match for Flatirons and everyone else:
I had accidentally removed 7 of the "Billable Declined By Firm" cause I did Edwards job on Sunday and just was rushing, I added those back in. If you need any revenue adjustments, let me know.
can you make the call now for the HTFU flow chart review @Cameron Rentch?
No problem, I’ll reschedule. Got a few times that work
@Ryan I am showing you declined the media buyer commission meetings today?
On my old email blx, not the Shield ones, take BLX off, don't need 2 invites.
@Ryan ask Yan or go in the BM yourself to get his spend we all have access now
@Ryan Bankston wants to know if there is anyway we can "scrub"/delete this listing? Maybe with yext?
https://www.chamberofcommerce.com/business-directory/ohio/mentor/attorney/2006457155-dicello-levitt
@Cameron Rentch
To remove a listing from the Chamber of Commerce website, you typically need to follow these steps:
1. **Contact the Chamber of Commerce
Visit the website's *Contact Us* page or find a direct email or phone number for support. In your message, include: The URL of the listing you want removed. A clear explanation of why you want it removed. Proof of your connection to the business (if necessary).
2. **Claim the Listing (If Needed)
Some directories require you to claim the listing before making changes or requesting removal. Follow the steps on the Chamber’s site to verify ownership of the business.
3. **Request Changes or Removal
Once the listing is claimed, look for an option to delete or hide the listing. If that’s unavailable, submit a formal removal request.
4. **Check Legal Rights
If you face resistance, consult the site’s *Terms of Service* to see their policies on removing listings. In some cases, legal action or a cease-and-desist letter may be necessary, especially if the listing includes incorrect or defamatory information.
5. **Monitor the Outcome
Check the listing periodically to ensure it has been removed or updated.
Would you like assistance drafting a removal request or finding contact details for the Chamber of Commerce team?**
@Ryan can you assign this to someone in data team to see if they can handle this for them?
Answer this for me ASAP or I cannot help figure out the massive change to Michigan Pollution.
@Ryan I dont know - you will have to ask Brittany or Jackson they did the report^^^
From James’s week of diagraming the whole TIP world. He’ll go over it tomorrow
Going to split leads and spend 50/50 in your financials but in PVS it will roll up into one order for Michigan Pollution or this will take me 3 days to complete.
@Ryan I understand. However, I think doing that will skew the profitability.? Also I just need the revenue in Customer Dash to equal the accurate numbers
@Cameron Rentch, there is no way to know the lead type unless you change the landing page, make 3 way form, injury only, property and dq and pipe into the leads. But from 1-7-2025 (60% of them), I'll use a backed in closing ratio to divy up leads
Each time we have a criteria change it's clone, a new LP contract and Malissa and Mark know what to do, just post in Call Center channel the change, give mark the new price, and ping us in Invoicing channel to ensure we add a new priced "line item" if it's part of the original order. If it's a new order with criteria, then this won't happen since we have the process.
Basically, any criteria change to a deal after it starts is a "New PVS Order Line Item", just like any Purchase Order that has a Change Order to add a new line item, new price.
@Ryan we can’t do that. Just have intake make a second campaign in law ruler. Every time they sign a property damage case they move it to that manually. Tie that back to LeadsPedia very easy moving forward.
I can’t do two campaigns. I don’t have a way to separate the leads that way.
People can have an injury case and still have a property case which qualifies as an injury case, or they can have a property case only with no injury, or they can have an injury case only. There’s no way to do that and the lead form and I’m not going back to change it because it will screw up all the data.
Then each time you have a scenario where you cannot route leads, we still need a LP contract for it, the price for it, the cloned intake with some CODE to let both the LP and LR names. Like we did with Flatirons Fire NC and non-NC, OSOL and non-OSOL and Kuzyk RB and non-RB, so that we can match the LR case to the LP Contract to get price and ensure it rolls up under your Copper PVS orders from the start. Just like any order, just ensure we know about those items the day before you instruct TIP to create a clone with new criteria. In #C01EQF51UTC just go back to the same request for the order, and add a Thread Reply in Slack and say "CHANGE ORDER, with Tony, Sob, Maniora, Malissa, me, Edward.
This should be done in the next hour, data is saving for like 30, then I'll reconcile again to your numbers and fix any discrpeancies. This starated at 3:15 PM.
PDF won't work, use Preview App to add text boxes and annotate.
@Ryan I know your guys is training we have to speed up numbers please. Taking too long.
People to sign for financials confidentiality for now:
got it. I will have Levinson create something and circulate to you and Shellie to have them all execute
FYI, quick updates for you and Marc:
• Integrations are getting worked through, Dustin said Malissa and Nick Ward have any issues covered, progress • HTFU / LeadComplete: Will meet to hire new App Dev Full Stack Engineer for Google Cloud soon, sending software design to KloudStax (Google referred) and Sphere (Marc referred) before EOW • SL & TIP BI: Those teams have LR data real time working on new revenue log table, PCTID and linking all LR data to SL data to map Contract IDs from LP to LR to ensure we have them related. • Tortgelligence: met with Abe and Tyler, great meeting. We learned we have to retrain our model to focus on PubMed Odds Ratio, Disease State and less on "candidate cases" before we can answer "find these drugs before"...Tyler explained the Depo Provera example. Very useful meeting.
Thanks @Ryan where is James on giving us output from my 2.5 hr meeting with him and Joe?
Can you ask him to slack to me please? Email is impossible Ty
@Ryan moving our text to slack as on a flight.
Leadcomplete, high level
- will replace ENTIRE lead workflow from start to finish, this includes a. leadspedia being replaced i. lead entry, webhooks from landing pages, zapier integration, tt native form integration, fb native form integration, vertical, offer, contract, multiple lead delivery (email and posting), lead priority, lead distribution (round robin, weighted), validation for email, phone(real person verification from public records databases) b. lawruler being replaced i. inbound call integration ii. inbound leads iii. Intake, fronter iv. QA/processing v. reporting vi. post acquisition vii. all departments need custom AI built around their specific department, needs, blocks etc(recommend "you should ask claimant XXXX" etc etc, needs to be something that continuously learns, identifies potential fraud, spell check /suggestions, address check /suggestions viii. App options (for users, for ix. Must sync /connect with dialers, phone systems 1. all call recordings must seamlessly be accessible thru system x. Medical records global API integration (will provide additional detail) xi. ability to mail merge data into court documents, fact sheets, etc xii. high level data screening to ensure accuracy of all claimant data xiii. reporting output in all formats, csv, excel, google doc, pdf etc c. Monday being replaced d. All 3rd party reporting being replaced (no more data studio, looker) e. Claimant portal (login at CaseUpdate.com) i. claimants access via APP ii. can download their documents iii. can upload their documents iv. can get updates on their claim v. can contact their litigating law firm with requests 1. case update 2. requesting documents 3. requesting help 4. request to resign documents that have been sent 5. can contact their prior "onboarding team" at TIP f. Law firm login portal i. APP options for all at LeadComplete ii. Litigating firm portal have highest level to see all of their claimants, campaigns and partners (from funding/co-counsel firm and funding/investment firms) iii. Co counsel firm can only see claimants they have funded with litgating firm iv. Investment firms can only see claimants they have funded but NOT see any PII (as they are not on retainer and only need "vertical field data" v. custom self server reporting, ALL fields, ALL statuses, ALL benchmarks, ALL, notes, ALL post acquisition documents/work done
- AI integration a. must be dynamic and touch all users, whether internal staff, claimants, law firms, co counsel, investors, etc
- Must be able to be built for commercial use, resell or license to marketing companies, law firms, etc as well as be adaptable to other industries (can be discussed)
- Clean, Seamless user interfaces The details are in what I reviewed with James and Joe but above should give you the global view.
Other items that need to be able to be done:
- Law firm return requests a. reason for return i. notification to TIP ii. review and notes from TIP b. approval or denial for return from Shield/TIP i. notes included
@Cameron Rentch , the plan today has all this except some of the Leadspedia features and a few communicattion workflows, but all of it will have AI powered workflow based on statuses we setup. I understand what is needed and will review this and ask when I don’t. Thanks for posting.
1A is a very big set of features. We’ll add it and see, lots of application skills required for this.
@Ryan can we push leadcomplete to 1pst? Stuck in mtg
No, just don’t need two invites. Remove BLX email form invite.
@Ryan can you pls get me a new dash in datastudio?
I need to talk to you to explain, and visually show you. Dopnt know how to type out. can you talk in 30?
@Ryan FYI - DL pays 2500/per person per year, they are 275000-300000/annual. This is per Abe.
Well, we'll just keep plowing forward on Kloustaxx and Sphere, so we can get an idea of costs, scope and design. Then we can deicde to build it with them plus us or just us.
@Ryan I think it is but reminder to add LOSG (TC) Slater Dublin prison to the TC summary tab
@Ryan saving time since we have hectic schedules, let's go ahead and send commission emails to media buyers and we can skip the mtgs tmrw
AI Drug Litigation Update @Cameron Rentch
- James had to pace down development on the dashboard last week to course correct Josh J. on some codebase issues that were not correclty replicating james development version for the production version of Tort.AI
- This week and into late next, the new version 3.0 Tortelignece AI dashboard will be partially ready for a preview, so meeting pushed to Thursday. Please attend next week. TIP new Google Cloud BI Update
- James Turner is SUCCESSFULLY now matching the old TIP PostGres DB / Dashboard each morning with the new Google Cloud BigQuery table's billable retainers for Shield Legal.
- This is a HUGE successful milestone as we are now validating his development code daily, as they do this, they'll be ensuring all the TIP revenue and expenses at the lead-level are coming over, plus diviing up the total billable leads for TIP (Case Reviews, Retainers, Post-Retainers) Operating Expenses entered into the Dashboard by Rose. SL new Google Cloud BI Update
- Once we validate #1 above from James Turner for TIP, Nick, Zek and James Scott will start to build new SL Financials.
- New Media Buyer Spend portal where they can submit Date, Spend, Ad Platform and Vertical wiill be in Production Acceptance Testing by me from Brian and Zek's work by next week.
- Then we can begin building your new Adjustments Form and Adjustments History tables in Google Cloud
- We also will build the new Monthly Operating Expenses table and Portal Form for Rose on SL side too, so those can be divided up by all billable leads from Leadspedia we already have in Google Cloud BigQuery pipes. LeadComplete
- Awaiting Sphere meeting for Thursday
- Awaiting KloudStaxx response and follow up meeting
got it thanks @Ryan couldnt see everyone on the call
AI Drug Litigation Update @Cameron Rentch
- James has new model updated, fine tuning it and we hope to show you dashboard by Thursdays meeting. TIP new Google Cloud BI Update
- James Turner is SUCCESSFULLY now matching the old TIP PostGres DB / Dashboard and are an EACT MATCH for the past few weeks. 🥳
- This is a second HUGE successful milestone as we are now validating his development code daily, as they do this, they'll be ensuring all the TIP revenue and expenses at the lead-level are coming over, plus diviing up the total billable leads for TIP (Case Reviews, Retainers, Post-Retainers) Operating Expenses entered into the Dashboard by Rose. SL new Google Cloud BI Update
- SL Financials new BI core financials is starting soon. New media buyers spend portal in testing with Brian H.
- Media Buyers Dashboards updated with real-time Leadspedia Sold Leads to LawRuler. Each MB has a tested page and are using them in replace of the /isl and 4xday sheets in Slack. LeadComplete
- Met with Sphere, they are creating the requirements from our information. A part of the proposal. Invite to LV accepted, more steps coming soon from them.
- Have not met with Kloudstaxx, they are creating the requirements from our information before they meet with us, more steps coming soon from them. Will send update to them @Ryan
@Ryan with SL google, item 2, we need to find a way to get all of the data of leads posting, without PII (no email address, phone or names), need all fields so that they can export and filer into csv/excel and pivots. Current state doesnt seem to be very useable
We can pivot in the dashboard and save them time. Send me what the pivot must look like in bullets.
@Cameron Rentch, got that resolved for MBs, and no more pivot table in CSVs needed.
@Ryan anything that is in the ISL needs to be present in the Media Buyer dashboard. It’s that simple.
FYI, I'm in the Nick, Nick, Daniel and Darrell meeting for dicello, being managed by Nick and Nick, making it gets done
@Ryan what is this service used for and do we have rev collected from customers to cover this?
Adrienne, Melanie use it for social, content and it is covered by Crump fees.
FYI, will confirm with you when done.
New page 0 in Looker Enterprise, you can pick past days to see where e-signs are every 15 minutes (real-time) from TIP LawRuler. 6-3-2025 has 166 as of now. We saw declines come through in PD.
I'm working on some date formatting before I tell Marc
@Ryan how do I use the stupid date filter?
@Cameron Rentch, TIP team changed the table and it broke the dashboard, I just fixed it and told James tables cannot change. I'll check MB versions now.
@Cameron Rentch, this is because James changed the table, I asked him to fix the field datatime stamp issue, but it will show 141 when he gets it fixed.
James now has Admin in GitHub to revert his code changes back so the dashboard will need to be fixed again by me when he is done.
He will get it fixed first thing. Happy Father’s Day!
@Ryan also don’t worry about putting costs on the flatirons. They havr those already
@Ryan another critical piece I need help with for Flatirons. Using the same "TOTAL REV" for both AFFF and PFAS, can you please:
- create a new google sheet
- adjust pricing for each case, lowest to highest a. Prostate cancer, Bladder cancer, Leukemia, Myloma,Male Breast Cancer, NHL, b. Thyroid disease c. Ulcerative Colitis d. Liver Cancer e. Thyroid Cancer f. Testicular cancer g. Kidney Cancer We are tying to create a proposed matrix for them based on likely settlements lowest to highest, so need to propose and adjusted rev per contract. Do not adjust anything in any dashbaords, just need to model it out. Need by EOD tomorrow please. Thank you
What prices do you want on this scale? I don’t know what number to start on A, making kidney cancer the most expensive? I need a little more explanation, I’m not fully understand where the prices start.
Do you want me to take the existing sheets’ flat iron’s tab, sort by the diagnosis in the order above, and then take the existing actual total revenue, and divided up in a weighted way diagnosis from lowest to highest?
@Ryan
A. 500/per B. 1500-per
Keep increasing for each value but it needs to add up to the same total revenue
Got it, I’ll use the tab from that sheet and get that to you by end of the day
@Ryan please do not use that same sheet because other people are accessing that.
Please clone it for me ?
@Cameron Rentch, this is the pricing waterfall you want on this model? Just ensuring the first 6 are all to be $500 since you grouped them on bullet a.) above.
@Cameron Rentch, here is the actual pricing tiers to ensure we match $15,003,700 in revenue on the 2053 rows. This should be good to go for you.
• Prostate Cancer: $500.00 • Bladder Cancer: $1,728.47 • Leukemia: $1,728.47 • Multiple Myeloma: $1,728.47 • Male Breast Cancer: $1,728.47 • Non Hodgkin's Lymphoma: $1,728.47 • Hodgkin’s Lymphoma: $1,728.47 • Thyroid Disease: $5,185.41 • Ulcerative Colitis: $6,913.88 • Liver Cancer: $8,642.35 • Thyroid Cancer: $10,370.83 • Testicular Cancer: $12,099.30 • Kidney Cancer: $13,827.77
@Ryan awesome thank you this is great
@Ryan good morning. Another rush project. Just like we did with the AFFF/PFAS (Great job on it). I need you to please open the attached google sheet, and fill in the revenue per contract per day for the NON DL Flatirons tabs on the sheets. I had Brittany validate against daatabase but we also need to secondary check against database after you have the daily signed contract revenue entered. Like prior ones, please add the column of cost per signed contract(revenue per signed) and add the daily figures in let me know. We need this completed for all of these torts by Wed EOD. If you can send notifications as they are completed I can start the review on my end. Thank you
https://drive.google.com/drive/folders/1tl3sArxYooxx-C0RUqRh2UPqCAZIF5C8?usp=sharing
Note each one has a unique date range based on when we started with DL/Flatirons
@Cameron Rentch California Juvenile Hall Abuse Los Angeles County 7/23/2024 - 1/1/2025 is ready
@Cameron Rentch Chowchilla - 7/23/2024-7/24/2025 is ready
@Cameron Rentch Depo-Provera - 1/14/2025 - 7/24/2025 ready
@Cameron Rentch Hair Relaxer - 1-1-2024 - 7-24-2025 is ready, check DL tab here. We only have DL/Flatirons and Illinois Juvenile Hall Abuse 12/7/2023 - 7/24/2025 are ready
Will continue throughout the day, weekend and have it ready by Wed EOD.
Rest are done:
Maryland Juvenile Hall Abuse 12/7/2023 - 5/31/2025 Michigan Juvenile Hall Abuse 12/7/2023 - 1/28/2025 Mormon/LDS Abuse 4/16/2025 - 7/25/2025 New Jersey Juvenile Hall Abuse 9/13/2024 - 7/25/2025 Pennsylvania Juvenile Hall Abuse - 9/5/2024 - 7/25/2025 San Bernardino Juv abuse 05/27/2025 - 07/25/2025 San Diego Juvenile Hall and YRTC Abuse 5/28/2025 - 7/25/2025
dam thats fast @Ryan thank you and I appreciate you getting sone so fast!
@Ryan I have some edits for you to review for the DL Flatirons Google Folder, some of the sheets seem like they are not accurate. I have to send this all out today.
Please review these and update accordingly:
https://docs.google.com/spreadsheets/d/1-MO3vPguQ4JuvQ1kVisHBODyBJ0I2zztDaLhQ9nnOFw/edit?usp=sharing The SGGH tab has per sign up costs that are not accurate (IE we charge 5000/per for in statute and 2500 for OSOL cases. I think you added the total revenue.
@Ryan I have some edits for you to review for the DL Flatirons Google Folder, some of the sheets seem like they are not accurate. I have to send this all out today.
Please review these and update accordingly:
https://docs.google.com/spreadsheets/d/1-MO3vPguQ4JuvQ1kVisHBODyBJ0I2zztDaLhQ9nnOFw/edit?usp=sharing The SGGH tab has per sign up costs that are not accurate (IE we charge 5000/per for in statute and 2500 for OSOL cases. I think you added the total revenue.
@Ryan Hair relaxer, DL onbly tab, dates are all out of whack please update so it is oldest e-sign date to newest https://docs.google.com/spreadsheets/d/1RN_lYhBTCQiH08ehz93M_g1fYufUHP1y10reMthvRPM/edit?gid=591298614#gid=591298614
@Ryan Hair relaxer, DL onbly tab, dates are all out of whack please update so it is oldest e-sign date to newest https://docs.google.com/spreadsheets/d/1RN_lYhBTCQiH08ehz93M_g1fYufUHP1y10reMthvRPM/edit?gid=591298614#gid=591298614
@Ryan those are the only two that need to be updated, please do so and send to me ASAP!
@Ryan one more issue, in the database I do NOT see any sign ups for Hair relaxer for DiCello Levitt Only during the time period Hair Relaxer - 1-1-2024 - 7-24-2025 but you have DL only listed in a tab. Are these supposed to be part orf the DL/FL? This is the last thing I need to get resolved.
That is a Brittany and Tony question, I don't know what that single DL only was. Probably one they've lost sight of?
@Ryan I think the DL only ones may have been things that were re-triggered, as there are no sign ups for DL only during this time period.I just want to make suyre the total counts are accurate
@Ryan counts appear off for hair relaxer:
DL Flatirons Customer dash shows from 1-1-24 thru 7-24-25 (removing all Demayo/Crump) shows 662 e-sign finals The sheet you sent me shows 577
They will destroy me if the numbers are off. Please review and fix accoridngly please?
@Cameron Rentch, have Brittany send updated sheet for that, she built the tabs, I'm just filling in the prices. I have no idea how she got the 577 instead of 662. Just post me new sheet or tab link and I'll get the price per contract fixed.
@Ryan 675 from master dash same time period for DL FL
Thanks IDK why this is so hard for Brittany
right but why she is showing other cases is beyond me ...
since we know there are NONE in the time frame, can you please just make sure the sheet only shows the Dl Flatirons at the 675 count, and remove DL only tab entirely, keep the Motely folder
@Ryan when you have a min can you send me whatever dashboard that you have for Yan? Just want to see what he is seeing
can we add a column for platform, and add everything from FB and Google
@Cameron Rentch, there are tabs for Google and Facebook, Yan wanted them as tabs:
