Ryan (ryan@themedialab.agency)
2024-01-12 09:46:55

@Debbie @Altonese Neely @Nsay Y @Brian Thiessen @Cameron Rentch

After Inuit Adjustment to $4.00, the adjusted Dec '23 call center costs are $256,865.91 versus the TIP Invoices By Month total of $486,509.34. The Shield dash Call Center Costs tab is reconciled at $256,902.32. December 2023 month is closed and ready for MB commissions.

@Cameron Rentch, I also added a Call Center Costs to Net Spend ratio on the dash so we can see if any call center costs exceed the desired blend compared to net spend. Intuit at $4.00 is 63% of net spend for example. This will help in our EOM meeting.

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Ryan (ryan@themedialab.agency)
2024-01-16 16:21:41

@Debbie, remidner for Feb 1st, so that @Luke Fontaine and I can update TIP database for agent commish at 30 and price per sign up at 35 and compare.

Ryan Vaspra (https://themedialaboratory.slack.com/team/UJF2W0EB1)
<p>@Cameron Rentch said $35 rev per Intuit, I'll work with Debbie to update TIP financials for 30 commission and 35 rev per sign up.</p>
Slack Conversation
Debbie (debora@shield-legal.com)
2024-02-01 12:30:17

@Ryan i downloaded the Invoices by Month tab in TIP Financials DB, but not sure if the month is closed yet to start messing with it for above numbers. side note, there are 2 Shield Legal sources. i think from downloading it looks like 1 has a space in front of it, making 2

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Ryan (ryan@themedialab.agency)
2024-02-01 12:41:13

Let me fix that and confirm the EOM for you @Debbie

👍:skin_tone_4: Debbie
Ryan (ryan@themedialab.agency)
2024-02-05 19:52:23

@Debbie , I’ll get this done first thing tomorrow

Ryan (ryan@themedialab.agency)
2024-02-06 10:48:50

@Debbie, FYI @Luke Fontaine, Intuit for February 2024 has been updated to rfelect the 35 rev and 30 agent commission in the TIP Dash.

SQL Used:

UPDATE public.financial_log SET contract_revenue = '35', agent_commission = '30', gross_revenue = contract_revenue + talk_time_revenue, net_revenue = contract_revenue + talk_time_revenue, talk_time_expense = '0', WHERE type_of_case LIKE '%Intuit%' AND signed_date &gt;= '2024-02-01';

Ryan (ryan@themedialab.agency)
2024-02-06 10:51:57

@Debbie @Luke Fontaine @Altonese Neely, I updated the database for January for Intuit as well. So Jan & Feb 2024 show the 35 rev and 30 agent commish. Pinged Tony for Paraquat 2nd and Camp Lejeune Form 95 rev / comish.

Ryan (ryan@themedialab.agency)
2024-02-08 13:59:24

@Tony @Cameron Rentch @Debbie @Nsay Y @Brian Thiessen @Altonese Neely FYI @Luke Fontaine

January 2024 is closed on TIP Dash with 3472 SL only Signed e-Signs **

Total SL Call Center Costs: $636,110.29 (Billable amount)

After Intuit Adjusted to $4.00, total is $274,748 and Shield Dashboard equals = $274,772

**** Just waiting on total TIP expense for Jan 2024 and then TIP Dash will be done for January 2024.

Tony (tony@shield-legal.com)
2024-02-12 11:59:13

@Tony has left the group

shield-legal-data (data@shield-legal.com)
2024-02-12 11:59:18

@shield-legal-data has left the group

Ryan (ryan@themedialab.agency)
2024-02-12 12:00:39

@Cameron Rentch, @here, sent a question we had for you and Marc for EOM and EOY for TIP and BLX, the rest of the month is closed for SL. The Cost Per Leads have been finalized. Month closed.

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Ryan (ryan@themedialab.agency)
2024-02-12 12:38:01

@here spoke to Marc, he said there’s nothing to do because it was just for a tax purpose on Brandlytics, but he said it does apply to tip. @Debbie @Brian Thiessen

Ryan (ryan@themedialab.agency)
2024-03-08 18:25:52

@Tony @Cameron Rentch @Debbie @Nsay Y @Brian Thiessen @Altonese Neely FYI @Luke Fontaine

TIP Dash is closed for February 2024

Total SL Call Center in TIP Dash Actual: $407,135 Total SL Call Center of $309,132 minus the Intuit UNPAID Difference $98,003 Shield Legal Dash: $309,665

Tony (tony@shield-legal.com)
2024-03-08 18:25:56

@Tony has joined the group

Ryan (ryan@themedialab.agency)
2024-03-11 11:51:30

@Cameron Rentch, @Brian Thiessen, @Debbie and I met and closed the month. All Cost Per Intakes are done. PFAS did wind up coming in at $25.15 CPI, so if you need it lower please advise. Shield and TIP Months are closed.

Ryan (ryan@themedialab.agency)
2024-04-05 11:43:02

@Luke Fontaine, ping me when you have the March Cost Per Worked Leads Google Sheet ready for a review. @Brian Hirst, since Luke needs to work on both EOM cost per intakes for SL and get the SL Orders Dashboard fully updated, I'll push Copper upload to later.

@Luke Fontaine, this should give you time w/o over-rushing to finish.

🙏:skin_tone_4: Luke Fontaine
Brian Hirst (brian@themedialab.agency)
2024-04-05 11:43:08

@Brian Hirst has joined the group

Ryan (ryan@themedialab.agency)
2024-04-05 12:53:11

@Luke Fontaine, can you run the UPDATE SQL for March and April with the new CPIs in SL dash? Ping me when done please so I can validate.

🆗 Luke Fontaine
Brian Thiessen (brian@accountingdept.net)
2024-04-05 13:26:47

@Ryan, is there supposed to be an amount after Total SL Call Center, before the rest of that line-"minuse the Intuit UNPAID Difference $91,666"?

Ryan (ryan@themedialab.agency)
2024-04-05 14:19:47

@Brian Thiessen and @Cameron Rentch, once Luke's SQL finishes updating the SL AWS database for March and April MTD call center costs, I'll confirm that final number and month will be official closed. The update take about 30 minutes to 60 minutes, stay tuned.

Luke Fontaine (luke@shield-legal.com)
2024-04-05 14:41:00

@Ryan update SQL's have finished

Ryan (ryan@themedialab.agency)
2024-04-05 14:41:09

@Luke Fontaine, great

Ryan (ryan@themedialab.agency)
2024-04-05 14:41:10

ty

Ryan (ryan@themedialab.agency)
2024-04-05 15:16:17

@Luke Fontaine, there were major mistakes on the update. I am redoing now for March.

Luke Fontaine (luke@shield-legal.com)
2024-04-05 15:26:21

@Ryan what were the mistakes? I used this script to get the the CPL for case_type for March, put it in the SQL TIP tool to get the update script SELECT ** FROM public.casetype_cc_costs --//Create next month, carry forward closing month. (e.g. Add Aug '23 and make same cpl for Sep '23) WHERE month_end BETWEEN '2024-3-01' AND '2024-3-31' ORDER BY case_type, month_end ASC

Ryan (ryan@themedialab.agency)
2024-04-05 15:28:54

There were the wrong CPLs for March, look at the version history on the INSERT SQL, I am marking what I am doing now in yellow (ones needing insert first)

🆗 Luke Fontaine
Ryan (ryan@themedialab.agency)
2024-04-05 15:36:06

@Luke Fontaine and I'm inserting these:

"2024-03-01" "Adventist School Sexual Abuse" 6.28684989969977 "2024-04-01" "Adventist School Sexual Abuse" 6.28684989969977 "2024-03-01" "Pennsylvania Juvenile Hall Abuse" 8.13333333333333 "2024-04-01" "Pennsylvania Juvenile Hall Abuse" 8.13333333333333

Ryan (ryan@themedialab.agency)
2024-04-05 15:36:48

The SQL should say above:

WHERE month_end BETWEEN '2024-03-01' AND '2024-04-01'

Luke Fontaine (luke@shield-legal.com)
2024-04-05 15:38:45

Ah ok, I see what caused the issue

Ryan (ryan@themedialab.agency)
2024-04-05 17:27:07

@Tony @Cameron Rentch @Debbie @Nsay Y @Brian Thiessen @Altonese Neely FYI @Luke Fontaine

TIP Dash is closed for March 2024 (updated)

Total SL Call Center in TIP Dash Actual: $348,775 Total SL Call Center of $280,368 minus the Intuit UNPAID Difference of $68,515 Shield Legal Dash: $280,329

Ryan (ryan@themedialab.agency)
2024-04-08 13:45:49

@Brian Thiessen @Altonese Neely, we just received the report from Connex One dialer to add this cost from 3/25 to 3/31. And we'll do this for last week as well.

The TIP Dash for Invoices by Week will be updated soon and @Luke Fontaine and I will confirm when done. Aiming for tomorrow EOD.

Ryan Vaspra (https://themedialaboratory.slack.com/team/UJF2W0EB1)
<p>@Luke Fontaine, here is the new report.</p>
Slack Conversation
Ryan (ryan@themedialab.agency)
2024-05-13 11:59:20

@Tony @BRETT SHIELD SLACK @Brian Thiessen @Cameron Rentch, notes from our call for new EOM routine for SL financials validation against actual TIP costs / revenue.

New Shield EOM:

  1. Get actual fees for sign ups and agents commissions for prior month Case Types / Orders from Brian / Nsay / Tony / Brett, and use that to back into the actual invoices per order / case type
  2. Flatirons Staffing Cost for TIP to create a custom Page 39 Operating Expense, Total Expense and related profit numbers shoe-horned in...
BRETT SHIELD SLACK (brettmichael@shield-legal.com)
2024-05-13 11:59:26

@BRETT SHIELD SLACK has joined the group

Ryan (ryan@themedialab.agency)
2024-05-13 12:07:15

@Tony @deleted-U04GU9EUV9A @Brian Thiessen, please hop on call ASAP so we can get @Cameron Rentch SL invoices finalized and reconciled from TIP.

To join the video meeting, click this link: https://meet.google.com/sai-wbqu-qws Otherwise, to join by phone, dial and enter this PIN: 858 897 442# To view more phone numbers, click this link: https://tel.meet/sai-wbqu-qws?hs=5

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Ryan (ryan@themedialab.agency)
2024-05-13 12:15:41

@Tony @deleted-U04GU9EUV9A, please join

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2024-05-13 12:15:47

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2024-05-13 12:15:47

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deleted-U04GU9EUV9A
2024-05-13 12:25:28

@Ryan knock knock

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2024-05-13 12:25:33

waiting to be let in

Ryan (ryan@themedialab.agency)
2024-05-13 13:47:35

@Cameron Rentch @Brian Thiessen, reminder for a quick meeting to confirm the formula we are using for Shield Legal invoicing from TIP at 12:00 PM.

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Ryan (ryan@themedialab.agency)
2024-05-15 14:11:53

@Tony @Cameron Rentch @Brian Thiessen FYI @Luke Fontaine

For Shield Legal e-Signs billing:

• TIP Dash Actuals for Billing: $555,492 @Brian Thiessen • Shield Legal Dash: $557,336 (a bit more because some sold leads did not get invoiced) • @Cameron Rentch, the 18% Processing / Reviewing is equal to $4,022.53 per day for April 2024. Please have Marc send me final April Daily Operating Expense.

Ryan (ryan@themedialab.agency)
2024-06-04 12:45:03

@Brian Thiessen, are the May 2024 Staffing sheets ready for me and @Luke Fontaine to use for EOM?

Ryan (ryan@themedialab.agency)
2024-06-04 12:45:18

@Brian Thiessen, please send me and @Luke Fontaine the May 2024 Total Expense number ASAP as well. Ty.

Brian Thiessen (brian@accountingdept.net)
2024-06-04 12:46:36

@Ryan, I will check with Nsay, she inputs the numbers, last I checked, yesterday, they hadn't been yet, she's likely been busy with processing the payroll this week. As for the May total expenses, will have to wait until Al does his allocations, I'll get to you ASAP, for sure.

🙏:skin_tone_4: Ryan
Ryan (ryan@themedialab.agency)
2024-06-04 15:02:18

@Tony @Cameron Rentch @Brian Thiessen FYI @Luke Fontaine

For Shield Legal e-Signs billing:

• TIP Dash Old Pricing for SL Call Center Costs: $271,044 • TIP Dash New Pricing for SL Call Center Costs: $294,603.98 @Brian Thiessen • Shield Legal Dash: $295,339 (a bit more because some sold leads did not get invoiced) • @Cameron Rentch, the difference for May 2024 from old way to new way is 8% this month. @Brian Thiessen please send those TIP Staffing and Total Expense over once ready and I will close the month.

Brian Thiessen (brian@accountingdept.net)
2024-06-05 14:10:30

@Ryan, total expenses for TIP for May are $1,366,519.35, before Call Center Expenses.

Cameron Rentch (cameron@internetthings.com)
2024-06-17 13:59:55

@Ryan @Brian Thiessen what are the TIP only invoices to law firms for May ? @Ryan these costs seem low. Questions:

@Brian Thiessen what do you show TIP billing to Shield for May

  1. What do you show TIP only invoicing for May
  2. What do we show Flatirons expenses/billing for all staff for May? The goal here is that aside from Tony, Alan, Managers, Flatirons that the Shield billing and TIP only invoices should be enough to cover all overhead

@Ryan ^

Ryan (ryan@themedialab.agency)
2024-06-17 14:06:55

They’re low because into it privacy violations is no longer part of it driving up the costs

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Ryan (ryan@themedialab.agency)
2025-02-24 11:49:06

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