@Debbie @Nsay Y, please send me total expense for Dec 2023. Ty.
@Brian Thiessen has joined the channel
@Altonese Neely has joined the channel
@Ryan total expense: 853,786.79 note, this number might change if the allocations have not been done yet. that will be a question for Al
@Ryan going forward, please copy myself, altonese and brian to get you this number š:skintone4:
@Tony please let me know if this invoice looks okay to send, Dicello invoice for Form 95s 12/13 - 01/18
Please itemize the number of intakes completed and the talk time.
@Tony with the new accounting software, i can't. is there a separate charge for talk time on top of the $100/intake?
No, it is just $100 per completed form 95. Ok to send as long as the number on Brittany's list matches this number completed.
@Ryan @Tony are we billing out for these campaigns on the DB?
I have to update the DB to $35 rev and $30 agent commission per Cameron. Doing shortly.
@Tony, what are we charging per lead and paying per agent on these case types?
ā¢ Paraquat Second Interview ā¢ Camp Lejeune For 95 ā¢ Bree FYI @Luke Fontaine @Debbie @Altonese Neely updating the TIP Dash
@Ryan We are charging $100 for the CLJ Form 95 I will have to ask about the charge for the Paraquat Second interview. What is Bree?
@Tony, what are you paying the agent for form 95?
@Tony, these are all tests it appears, I will delete them once you confirm. FYI @Debbie @Altonese Neely
Bree is our trainer these are test leads that new trainees make.
@Debbie, Form 95 and Intuit Invoices should be accurate now with the Revenue per Lead updated for TIP. Once @Tony sends the rev and agent commish for Paraquat 2nd Interviews, we'll advise.
@Cameron Rentch per Michael's email, see attached VSS ACTS invoice for January services. With December amount updated, total owed is $1,705.75 - please let me know if it's okay to send
@Tony what was the campaign for January DiCello CSP?
@Debbie @Brian Thiessen @Altonese Neely Please send me and @Luke Fontaine the January 2024 Total Expenses for TIP. Thank you.
*Thread Reply:* @Debbie @Brian Thiessen, let me know when I can get this, need to close TIP Jan '24 month in the dashboard. š
*Thread Reply:* @Brian Thiessen are the allocations done in TIP? otherwise I can send
*Thread Reply:* @Debbie @Brian Thiessen, quick check-in on this for TIP Total Expenses for January 2023? š
*Thread Reply:* @Brian Thiessen, @Debbie, any update on Total Expense? FYI @Luke Fontaine
*Thread Reply:* @Ryan total expenses = 1,434,568.99
@Debbie @Altonese Neely @Brian Thiessen @Tony, the TIP dashboard Lead Source has been updated so that ACTS (not Shield Legal) is correct for Invoices By Month dashboard:
Note that SIL means Single Incident Leads, where LSA means Google Local Service Ads, just to note. We'll also be cleaning up the various Juve Hall and others that are named 3 to 4 various versions of their Shield Case Verticals soon.
Anthony and Damon have a new page on the Operations Dashboard that shows them the Shield Leadspedia Vertical Names so they can do this more accurately in future.
@Tony @Debbie @Nsay Y January 2024 Director Commission is on the TIP Financials Dashboard > Profit x Month at $25,875.
@Tony where can i find the talk time for ACTS inbound campaigns? these are also the ones I have, let me know if there are any missing:
- Auto Accidents
- Construction Defect
- Insurance Bad Faith
- Medical Malpractice
- Personal Injury
- Property Damage
- School Negligence
@Brian Thiessen @Altonese Neely @Debbie @Tony FYI @Luke Fontaine
- Please send me February 2024 Total Expense for TIP ASAP @Brian Thiessen
- Intuit e-Signs have been updated to 35 rev per, 30 commish per
- Director Commission posted in #tip-director-commission
I'll get that to you, just have to confirm all has been expensed for the month.
*Thread Reply:* @Brian Thiessen, any ETA on this? Ty.
*Thread Reply:* @Brian Thiessen , we have the number?
*Thread Reply:* @Debbie @Brian Thiessen , morning, we have February Total Expense yet?
*Thread Reply:* I see total expense for February = $976,315.21 but i'll have @Brian Thiessen confirm that for allocations
*Thread Reply:* Confirming Debbie's message, that
@Brian Thiessen @Altonese Neely Please send me and @Luke Fontaine the March 2024 Total Expenses for TIP ASAP.
@Brian Thiessen @Tony @Cameron Rentch, FYI @Luke Fontaine
April 2024 TIP End of Month has started
- @Brian Thiessen, please send me a slack when you have your SL invoices to TIP pricing reconciliation so we can adjust dashboards.
- Intuit e-Sign and Form 95s rev and agent commish updated @Tony FYI in April DB
- New Pricing Sheet that @Brian Thiessen will fill out, @Tony, please help him ensure we have client rates accurate per case type as we perform April 2024 first-ever PnL analysis: https://docs.google.com/spreadsheets/d/1jvwFHxOsdxJ18VpzE6eMdjT_fOZk-rKbrgTpzCxIVak/edit#gid=645252916 Thank you!
*Thread Reply:* @Cameron Rentch @Brian Thiessen, will setup meeting on Monday but with the $1.2M in Total Expense, and the $555K revenue for TIP billed to Shield, we have a -630,886 shortfall for TIP.
SL in April was resposible for 86% of the TIP revenue, so using that as percentage we get -$543,602.47 shortfall that SL must cover.
So the 3300 e-signs for April 2024 at $122 needs to be raised to $287, more than doubling SL Call Center Costs.
So, lets review before @Luke Fontaine and I make any changes further to the TIP databse and the SL Call Center Costs Dashboard.
*Thread Reply:* We'll discuss in our Monday EOM wrap meeting @Cameron Rentch @Brian Thiessen FYI
@Tony @Brian Thiessen FYI @Cameron Rentch
All CSP Staffing Fees are in Dashboard. Once Alan and I get all pricing confirmed on ASA billables, we'll see where the dashboard lands. It did greatly improve things.
@Brian Thiessen, please let me know when the TIP Staffing Revenue sheets will be updated for May 2024 so we can get revenue added to TIP Dashboard.
@Tony @Brian Thiessen, also @Luke Fontaine and I will update TIP Dashboard for ASA and e-Signs correct pricing for invoicing for May 2024 tomorrow or as soon as TIP Staffing is ready.
@Cameron Rentch, we'll do it "As Is" ($122 and $50 agent commission) and then update dashboard revenue and do a "side by side" version so we can use CP's commissh dash as the before and after you requested for SL Call Center Costs.
@Brian Thiessen @Tony @Cameron Rentch FYI @Luke Fontaine
- @Brian Thiessen ASA Secondary Interview Complete updated
- @Brian Thiessen, please send me the Total Expense for TIP June 2024 as soon as possible.
- @Brian Thiessen, please send Staffing Fees update ASAP
- @Tony, director commissions sent
- @Cameron Rentch, we'll have old fees vs new fees ready tomorrow EOD to firm up final monthly billing for TIP @Brian Thiessen and @Tony
*Thread Reply:* @Brian Thiessen, added the Staffing Fees to above and completed updated the ASA fees this AM. Will have e-Sign fees updated soon.
*Thread Reply:* @Cameron Rentch, the Flatirons Overhead is updated in both Looker Studio and Looker Enterprise for June 2024.
*Thread Reply:* @Cameron Rentch @Brian Thiessen
ā¢ TIP Invoices for June 2024 are ready in the Invoices x Month page in TIP dash at $422,004.60 ā¢ SL Call Center costs are in at $423,000 ā¢ @Brian Thiessen, send me the TIP Total Expense and we can close the month.
*Thread Reply:* I should have those today, will send as soon as I have.
*Thread Reply:* Got them @Brian Thiessen, thanks. June expenses are $1,506,365.09
@Tony / @deleted-U04HFGHL4RW here is the LawRuler Case Types to confirm pricing we got from Brett. FYI @Brian Hirst and @Brian Thiessen
https://docs.google.com/spreadsheets/d/1_kWoxZIdM4n4a04x45XVSzdEW56E_KM6lmZC0ourGS4/edit?usp=sharing
*Thread Reply:* @Brian Thiessen, I'll update TIP Invoices By Month as soon as Tony confirms these prices. FYI @Brian Thiessen, I'll update these in the BigQuery database table.
@Cameron Rentch @Brian Thiessen @Tony, June 2024 is closed. SL updated, TIP updated.
ā¢ TIP Invoices for June 2024 are ready in the Invoices x Month page in TIP dash at $422,004.60 ā¢ SL Call Center costs are in at $423,000 ā¢ @Brian Thiessen, send me the TIP Total Expense and we can close the month.
Revenue for Talk Time last week will be ready tomorrow @Brian Thiessen FYI.
@Cameron Rentch @Brian Thiessen @Tony, June 2024 was updated with @Tonysending me very updated talk time for e-signs from CNX1. CCs went from $422,004.60 to $553,811.77. READY FOR INVOICING E-SIGNS AND ASA SERVICES.
ā¢ SL Cost Per Worked Leads by vertical are updated with Call Center Costs dash at $554,415 ā¢ @Tony @Brian Thiessen, please make sure Dennis Shall is taught first thing tomorrow morning on how to pull this report correctly and send me the "sum ups" correct each week so we do not have to do this at EOM. VERY IMPORTANT
@Cameron Rentch @Brian Thiessen āļø:skintone4:
@Cameron Rentch @Brian Thiessen @Tony, the BG Long Form Interview Revenue has been added.
@Brian Thiessen,
- please send me the July 2024 total expense for TIP
- please send me the billable costs for Flatirons CSPs for July 2024 so I can blend that cost into Call Center costs for all Flatirons e-signs (FYI @Cameron Rentch, putting the cost there will let it flow into Shield without issue)
- As of today, Tony has 2,599 SL e-signs for his commission pool.
- @Brian Thiessen, please send me the CSP fee sheets when ready for revenue accounting in the TIP Financial table. FYI @deleted-U04HFGHL4RW
*Thread Reply:* @Cameron Rentch July 2024 Call Center Costs are updated in SL for commissions with SL Dash at $577,519 and TIP Dash at $578,358.07. (old pricing had it at $522K)
@deleted-U04HFGHL4RW, once we confirm the PA, NJ, MI and few other prices, I'll know if I have a few more to update.
@Brian Thiessen , please let me know on the above.
*Thread Reply:* https://themedialaboratory.slack.com/archives/C0231EJ3P7B/p1723307578592119
*Thread Reply:* @Ryan, is the talk time revenue included in the $577,519 total?
@Brian Thiessen, this channel. FYI. The July expenses are $1,714,020.26
@Cameron Rentch @deleted-U04HFGHL4RW @Brian Thiessen
July 2024 Call Center Costs are updated in SL for commissions with SL Dash at $577,519 and TIP Dash at $578,358.07. (old pricing had it at $522K, 9% more)
TIP and SL EOM July 2024 are closed.
@Brian Thiessen, FYI @Cameron Rentch @deleted-U04HFGHL4RW
for August 2024
- please send me the August 2024 total expense for TIP
- please send me the billable costs for Flatirons CSPs for August 2024 so I can blend that cost into Shield Overhead costs for all Flatirons e-signs
- @Brian Thiessen, please send me the CSP fee sheets when ready for revenue accounting in the TIP Financial table.
- As of today, Tony has 1,943 SL e-signs for his commission pool for August 2024
*Thread Reply:* @Cameron Rentch @deleted-U04HFGHL4RW @Brian Thiessen
Call Center Costs in SL are $420,600 and match TIP dashboard at $420,100. Declines since then have dropped it to $419K.
Once I have TIP Total Operating Expenses, August 2024 will be closed.
Al's finishing the allocations for August, will have the TIP Total Operating Expenses for you shortly.
TIP total expenses for August are $1,917,273.37
@Cameron Rentch, joining the call?
FYI, fees pre-price adjustment from TIP to SL - $396K, now is $420K at 5.72% increase FYI @deleted-U04HFGHL4RW
@Cameron Rentch, attached the TIP revenue for August, $309,273.35 billings for August.
@Brian Thiessen @deleted-U04HFGHL4RW, and @Cameron Rentch, FYI. David K. finished the spreadsheet, only the active case types are being shown here now: https://docs.google.com/spreadsheets/d/1LrGlUb3fCB9LknQSbUBPSNAwAKSqpMxOeW4LntqLDlA/edit?gid=631439208#gid=631439208
- @Brian Thiessen, please layer in the hard costs into the below columns, then you can add whatever you want after that to new columns for Cameron. a. col Q - basecostrate b. col R - qacostrate c. col S - screeningcostrate d. col T - tipprofitmargin_percent
- @deleted-U04HFGHL4RW, check Davids work and make sure it looks correct. Once we have the hard costs, identify any missing "buckets of cost" or "revenue" then we can add formulas up and see where we land on e-sign pricing, case review, post retainers, etc.
FYI @Brian Hirst, table and app dev requirements coming! š
*Thread Reply:* Iāll add to schema and app!
*Thread Reply:* @Brian Hirst, not yet. Let us finish the exercise and we'll do it together.
*Thread Reply:* Ok I added to schema but it can be edited
@Brian Thiessen, FYI @Cameron Rentch @deleted-U04HFGHL4RW
for September 2024 with our TIP Pricing Exercise:
- @Brian Thiessen a. please send me the September 2024 total expense for TIP b. please send me the billable costs for CSPs with Revenue to TIP c. please send me the Flatirons CSPs for September 2024 so I can blend that cost into Shield Overhead costs for all Flatirons e-signs
- Invoicing IS NOT READY for pre-retainer (NTK) or post-retainer (ASA) until we complete the audit and price modeling exercise
- As of today, @deleted-U04HFGHL4RW we have 1420 signed deals for September commissions pool 4.
*Thread Reply:* @Brian Thiessen @deleted-U04HFGHL4RW @Cameron Rentch, latest update on EOM with the parallel pricing audit and other new BI enhancements going on. Bold means WIP.
TIP ā¢ ~Request Total Expense for Payroll Constant~ ā¢ ~GenFinLog Lambda for Secondary Interview - ASA status & fees -~ ā¢ ~Director Commissions count and commission pool from TIP Dash into Commissionv2 table. -~ ā¢ Update Revenues for case types at actual fees and commission via BQ RevRates table ā¦ ACTS/BCL/ETC CRQs ā¦ SL ESIGNs - Must update revrates table according to this sheet once we complete the pricing exercise for SL. ā¦ ~ASA POSTSIGNs - Wrote SQL to scan September for ones not priced correctly, must test.~ āŖļø Update VSS non-Flatirons: https://docs.google.com/spreadsheets/d/141X3FR7-gX-IplS14qSk2FDRr_YIDV6ZYdHhQeKFW-k/edit?gid=1999675662#gid=1999675662 ā¢ Update DB with Staffing Fees (not Flatirons) ā¢ Update Looker Studio & Enterprise Formulas for Flatirons Overhead cost for CSP & VSS per day ā¢ Receive TIP Total Expense, Update table and Post in TIPFinance Slack channel "Month is Closed." SL ā¢ Cost Per Intakes for TIP and Call Center Costs validated with actual CPI (doing side by side) ā¢ Worked Leads for Campaigns active but not receiving leads from SL (e.g. Lejeune) ā¢ Update SL Past & Current Month CPIs for SL Call Costs accuracy
*Thread Reply:* As of today:
ā¢ @Brian Thiessen getting me Payroll costs exclusive of bonuses and commissions (agentcommission at lead level) so I can get "actual costs" for ESIGNS & CRQs ā¢ @Ryan to setup meeting once I have these and update the TIP Audit Sheet fx billable rate field ā¢ Update fin_log once confirmed with @Cameron Rentch
*Thread Reply:* @Cameron Rentch, do I have the greenlight to rollout the new prices for TIP for October 1 - 30th EOM?
FYI @deleted-U04HFGHL4RW @Brian Thiessen @Malissa
*Thread Reply:* @Cameron Rentch, āļø:skintone4: ā
@Cameron Rentch @deleted-U04HFGHL4RW @Brian Thiessen @Malissa
- September 2024 CRQ (inbound), RET (e-signs) and ASA revenue is updated in TIP Database.
- Shield Financials are updated reflecting the same $316K in TIP as in SL dashboards
- Working on the "Lookback" for July to Sep 2024 with new prices. TIP and SL EOM September 2024 are closed.
We add LawRuler talk time revenue from LR, CNX1 each Monday from the same reports Dennis pulls for us.
for October 2024 with our new TIP Pricing @deleted-U04HFGHL4RW @Cameron Rentch @Malissa @Brian Thiessen
- @Brian Thiessen a. please send me the October 2024 total expense for TIP b. please send me the billable costs for CSPs/VSSs/MRTs with Revenue to TIP or marked as "Flatirons" to bill as Overhead Cost to Shield
- As of today, @deleted-U04HFGHL4RW we have 1539 signed deals for September commissions pool
- Will confirm when TIP Financials have new pricing, what that is compared to what that was and when TIP Ops App is also up to date with October prices. From here forward, @Malissa, will need you to keep that app up to date for November price changes. @Cameron Rentch, do I have the greenlight :largegreencircle: to rollout the new prices for TIP for October 1 - 30th EOM?
*Thread Reply:* @deleted-U04HFGHL4RW @Cameron Rentch @Malissa @Brian Thiessen
October 2024 is closed. Ready for Monday SL MB meetings @Cameron Rentch.
Still have some ASA lead clean up to get TIP Profit by Month close, will review with @Brian Thiessen and @Malissa once completed to compare PnLs.
Completed:
TIP ā¢ ~Request Total Expense for Payroll Constant -~ ā¢ ~GenFinLog Lambda for Secondary Interview - ASA status & fees -~ ā¢ ~Director Commissions count and commission pool from TIP Dash into Commissionv2 table~ ā¢ ~Update Revenues for case types at actual fees and commission via BQ RevRates table~ ā¢ ~Update DB with Staffing Fees (not Flatirons)~ ā¢ ~Update Looker Studio & Enterprise Formulas for Flatirons Overhead cost for Fi CSP, VSS & MRT~ ā¢ ~Receive TIP Total Expense, Update table and Post in TIPFinance Slack channel "Month is Closed."~ ā¢ ~Update VSS Completions prices for 10-1-2024 and forward, @Malissa to complete the ones in Sheet.~ SL ā¢ ~Cost Per Intakes for TIP and Call Center Costs validated with actual CPI (doing side by side)~ ā¢ ~Worked Leads for Campaigns active but not receiving leads from SL (e.g. Lejeune)~ ā¢ ~Update SL Past & Current Month CPIs~ ā¢ ~Validate Call Center Costs Match $705K vs $707K_~
Good morning. For November 2024 EOM @deleted-U04HFGHL4RW @Cameron Rentch @Malissa @Brian Thiessen @James Turner
- @Brian Thiessen a. please send me the November 2024 PnL & 2024 Total Expense except Agent Commissions specifically b. please send me the billable costs for CSPs/VSSs/MRTs with Revenue to TIP or marked as "Flatirons" to bill as Overhead Cost to Shield
- @Malissa please send me the VSS Completions XLS once prices confirmed by Cam
- @Ryan, I will: a. Update Pricing for November based upon the TIP Portal App (Custom SQL to write UPDATE statements based upon iolrcasetypesrevenue_rates table from TIP Opps App) b. Call Center Costs for TIP c. Finalize Call Costs and close TIP and SL months
*Thread Reply:* @Malissa, and @Brian Thiessen I have updated the TIP Dashboard with new prices from the TIP App and Malissa's updates. Here is a CSV showing the price and agent commission to ensure we are accurate.
@Malissa, if you see price or agent commission errors, please let me know. This list does not care about the Lead Status, so DECLINES are updated. Use Dashboard for Reconciliation.
FYI @deleted-U04HFGHL4RW
*Thread Reply:* Hey @Ryan i think we have Agent Commission errors here:
CA Juv Hall Abuse - ACTS - SIL - ACTS $296.00 Commission off. Should be 20 Chowchilla - ACTS - SIL - ACTS $296.00 Commission off. Should be 20 Construction Defect - ACTS - SIL - ACTS $246.00 Commission off. Should be 20 Drax Global Air Pollution SIL - Ben Crump - BCL - BLX $393.00 Check commission. Total should be 413 Medical Malpractice - ACTS - SIL - ACTS $246.00 Commission off. Should be 20
*Thread Reply:* Did you confirm the TIP Ops App is up to date on these too @Malissa?
*Thread Reply:* yeah it's showing the same amount in there. i can fix it there if that's ok
*Thread Reply:* don't want to break anything if you're working on it. @Ryan
*Thread Reply:* Please do, you can keep that app up-to-date always
*Thread Reply:* @deleted-U04HFGHL4RW @Brian Thiessen @Malissa and FYI @Cameron Rentch, SL Month is closed. $755,877 in SL Dash / $755,248 in TIP Dash with Malissa's up to date pricing in TIP Web App.
To close TIP, still need items agove 1a, 1b, so I can completed below.
ā¢ Update DB with Staffing Fees (not Flatirons) (Manual io table entry in TIP App)_ ā¢ Update Looker Studio & Enterprise Formulas for Flatirons Overhead cost for Fi CSP, VSS & MRT (May go away) ā¢ Update VSS Completions prices for Month for Billing (Malissa will update in TIP App) ā¢ Receive TIP Total Expense, Update table and Post in TIPFinance Slack channel "Month is Closed."_
*Thread Reply:* FYI @Zekarias Haile @James Turner @Nicholas McFadden, this above is an entire set of BI warehouse features for TIP. Next month, I will show James and whoever else this to generate User Requirements for development.
Much of this data will have to flow to a Shield Legal accessible data model (from TIP BigQuery to SL BigQuery via TIP DBT) and then we can use it to fuel Revenue, Cost Per Worked Leads, Customer Overhead/Costs, etc.
Zek got the pleasure of learning it and giving some of the Cost Per Worked Leads manual-sheet-analyses-sqlscripts process we have in place today. š
*Thread Reply:* 3 bullets I mean @Brian Thiessen
ā¢ Receiving Staffing Fees CSP sheets ā¢ Update Looker Studio & Enterprise Formulas for Flatirons Overhead cost for Fi CSP, VSS & MRT ā¢ Receive TIP Total Expense, Update table, validate dash
*Thread Reply:* @Brian Thiessen, can I get the CSP sheets today?
*Thread Reply:* Need total expense as well @Brian Thiessen
*Thread Reply:* Don't have just yet, but should shortly. I'll send as soon as I have.
@Nicholas McFadden has joined the channel
*Thread Reply:* @Ryan are you looking for the full spreadsheet with backups or just the summary page?
*Thread Reply:* if it's something else entirely, i had a migraine and i lost some braincells
*Thread Reply:* That sheet we did together. VSS completions.
*Thread Reply:* @Ryan like i said, i lost some brain cells lol.
*Thread Reply:* @Malissa, to confirm, pink rows do not have their "invoice amounts" billed to anyone, correct. Just double making sure.
*Thread Reply:* @Ryan right anything with Flatirons is billed to Shield.
*Thread Reply:* @Malissa, as of right now VSS Completions sheet is done, prices updated verbatim, TIP Dash Counts match.
I shared everything, what are you missing?
@Brian Thiessen, the ones in blue have not been shared. And share them to ryan@shield-legal.com please.
@deleted-U04HFGHL4RW @Brian Thiessen @Malissa and FYI @Cameron Rentch TIP November 2024 is closed.
@Altonese Neely has left the channel
Good morning. Happy New Year again. For December 2024 EOM @deleted-U04HFGHL4RW @Cameron Rentch @Malissa @Brian Thiessen @James Turner
- @Brian Thiessen a. please send me the December 2024 PnL & 2024 Total Expense except Agent Commissions specifically b. please send me the billable costs for CSPs/VSSs/MRTs with Revenue to TIP or marked as "Flatirons" to bill as Overhead Cost to Shield
- @Malissa please send me the VSS Completions XLS once prices confirmed by Cam, include NEW and OLD case type names (they changed some since November)
- @Malissa, please @deleted-U06C7A8PVLJ and me when TIP Operations web app Case Type Pricing is updated with new costs for CSPs, VSSs done at case type level. (non-Flatirons)
- @Ryan, @deleted-U06C7A8PVLJ and @Zekarias Haile will: a. Update Pricing for December based upon the TIP Portal App (Custom SQL to write UPDATE statements based upon iolrcasetypesrevenue_rates table from TIP Opps App) b. Call Center Costs for TIP validated for December c. Finalize Call Costs and close TIP and SL months with cross-financials validations for TIP invoicing.
*Thread Reply:* @Malissa, no pressure, but when do you think the TIP prices will be ready in the TIP Ops web app for me and @deleted-U06C7A8PVLJ to update database for invocing?
š
*Thread Reply:* Hey @Ryan. I haven't gotten new pricing from Cam yet. I talked to Alan and he's waiting on some clarification from Cam on a campaign before he sends it over to me. If he hasn't heard from Cam by this afternoon, he'll send it my way. As of right now, I don't have any different prices tho.
*Thread Reply:* so work in progress! We're on it. š
*Thread Reply:* Great, we'll wait until ready, was just training @deleted-U06C7A8PVLJ and @Zekarias Haile
*Thread Reply:* no worries. if we got it all done and invoiced today i'd be so happy
*Thread Reply:* Malissa, please update the 0 prices and agent commissions in the TIP app for these at zero: https://docs.google.com/spreadsheets/d/1tqXBGHMauTc9bCoxnxcvmwxHaBr8nMaTlyNXdICfrk4/edit?gid=523786464#gid=523786464
*Thread Reply:* @Ryan i've updated the pricing but i don't have the commission info. I think that's David Kessler.
*Thread Reply:* Please get it all from him or share sheet for him to update app.
*Thread Reply:* @Ryan update - I have the VSS info. I'm just waiting to see if we have different pricing from Cam.
Also, commission and pricing updated for the ones without anything in the fields
*Thread Reply:* @Malissa, there are more that need fixing, @deleted-U06C7A8PVLJ will explain to you and David K.
*Thread Reply:* @Malissa, note that Tony and David use the same rates at the parent case type level (e.g. all Juvenile Hall Detention Abuse, all Firefoam, etc.)
Can you and @deleted-U06GD22CLDC make sure even these older Shield ones have both old rates. @Malissa, you can look up what we billed for the older ones to update the TIP Ops App.
Just want to ensure we have the highest quality data in the new system as we progress. TY. FYI @James Turner @deleted-U06C7A8PVLJ @deleted-U055HQT39PC.
*Thread Reply:* @Ryan @deleted-U06C7A8PVLJ FYI, i have VSS pricing from Cam. Lots of updates. going to get that updated asap.
*Thread Reply:* Please ensure you list new and old names since the backups and report need to be sync'ed. Ask Sobleski on all name changes @Malissa
*Thread Reply:* @Ryan I'm updating the VSS Monthly Completions doc now. Will add in the backups. If something is missing, it will be there by EOD. š
*Thread Reply:* @Brian Thiessen, plese share CSP sheets like you do each month. I have the rest ready.
@Malissa, will check VSS in morning, be on standby
Thanks!
*Thread Reply:* FYI @Zekarias Haile @deleted-U06C7A8PVLJ
*Thread Reply:* @Brian Thiessen do you have Dec '24 TIP total expense yet?
*Thread Reply:* $1,348,444.85. Sorry Ryan, I was sure I sent, but when looking for that message, I'm not seeing it. š¤¦āāļø
*Thread Reply:* @Ryan, @Rose Fleming, @deleted-U06C7A8PVLJ, Ryan, Jan'25 TIP total expenses are $1,744,500.16.
@Ryan i think i got all the backup in the VSS Completions file for you. Along with pricing. I've also put in old names as well as the new ones on the file. I'll double check them to be sure.
I'm going to go through the app and just make sure everything is correct
@Cameron Rentch @Brian Thiessen @deleted-U04HFGHL4RW @Malissa
ā¢ December 2024 is closed. ā¢ Invoices for CRQs, RETs and POST are ready (including SEC, etc.) ā¢ Shield Call Costs are updated at $796k, TIP at $792K (due to declines since Jan 1st)
*Thread Reply:* @Brian Thiessen, please share the CSP, VSS and MRT sheets with @Rose Fleming and @deleted-U06C7A8PVLJ, as we are cross-training per Marc. Ty.
*Thread Reply:* @deleted-U06C7A8PVLJ @Ryan i forgot to hit send: https://docs.google.com/spreadsheets/d/141X3FR7-gX-IplS14qSk2FDRr_YIDV6ZYdHhQeKFW-k/edit?gid=1644825203#gid=1644825203
*Thread Reply:* Thanks @Malissa,and are all prices updated in TIP App?
*Thread Reply:* @Ryan they should be. I went through the pricing APP while i updated the VSS doc. If anything is missing let me know.
*Thread Reply:* @deleted-U04HFGHL4RW @Cameron Rentch @Malissa @Brian Thiessen @James Turner @Rose Fleming. January 2025 is now closed. $858K in TIP CC costs match in SL. Invoices ready @Malissa.
thanks everyone.
*Thread Reply:* @Rose Fleming and @Malissa, for the TIP Portal App, the stuff in pink below is summed up and put into the aggregate_payroll field in the TIP portal app. The other stuff will be calculated from the case type pricing Malissa keeps up today!
thank you both.
FYI @Rose Fleming, we just need the TIP Feb '25 TOTAL EXPENSE asap once you have it. We know Brian usually sent it by the 7th to 9th.
I will post soon with all the sheets Rose and let you know what I do again. Maybe you can watch us, might be boring.
*Thread Reply:* thanks @deleted-U06C7A8PVLJ. Jon Becker just got in so i might be a little slow working on it.
*Thread Reply:* @Rose Fleming, these are the sheets I use to extract Flatirons invoices that are billed to Shield. And the per lead / completed casefile staffers fees are added to old DB as just Staffing Revenue in the Financials Dashboard.
ā¢ Update Looker Studio & Enterprise Formulas for Flatirons Overhead cost for Flatirons CSP, VSS & MRT & BG CSP, BCL CSP and Dicello CSP.
ā¢ @Rose Fleming,What about ACTS CSP, please confirm if we bill all per completed case file and when that officially started, JIC?
*Thread Reply:* Hi Ryan. I updated most of these on Friday - I will have the other 2 done today.
*Thread Reply:* @deleted-U06C7A8PVLJ FYI, i haven't gotten the vss pricing from Cam yet.
*Thread Reply:* @deleted-U06C7A8PVLJ @Ryan I reminded Cam about VSS pricing. In the meantime, i'm updating the new campaigns that are in the ap.
*Thread Reply:* Iāll have to done this afternoon
*Thread Reply:* @Malissa, morning. Besides VSS, are the other Case Type prices ready in the tip app?
FYI @deleted-U06C7A8PVLJ
*Thread Reply:* Should be! I went through and updated the new cases. If you have a report that shows what's at 0, i can go through it. I think the fix last time to stop prices from being reset to 0 worked
*Thread Reply:* Use that spreadsheet we gave you....https://docs.google.com/spreadsheets/d/1-SrlNC7zbPopARXCduy84jr_rDUETYWsU5Akqn1_TbY/edit?gid=658009597#gid=658009597 and it is filtered to show 0 prices.
*Thread Reply:* @Ryan FYI the ones showing 0 on that list are not in the ap yet.
*Thread Reply:* Malissa, please update these right now please, @deleted-U06C7A8PVLJ and @Zekarias Haile and I cannot move until these are ready:
- Birth Injury - Crump - Levin Perconti - BLX
- Chowchilla Womens Prison Abuse - ACTS - Ghozland - Shield Legal
- Dublin Womens Prison Abuse - LOSG TC - Slater - Shield Legal
- Firefighting Foam Thyroid Disease Only - Nations - Levinson - Shield Legal
- MI Clergy Abuse - SGGH - GLF - Shield Legal
- Wood Pellet Exposure Injury T2 - Crump - ELG - Shield Legal
- Wood Pellet Exposure Property - Crump - ELG - Shield Legal
*Thread Reply:* I get the same message with all 7 of these. I've not been shown how to build them into the ap. I've logged out, logged back in, cleared cookies....
*Thread Reply:* Send me the price son a sheet real quick, then get with Brian Hirst to figure that out
*Thread Reply:* Whatever you guys did, it worked
*Thread Reply:* Yeah they just popped up. Maybe my timing was off lol. On it
*Thread Reply:* I'll let you know if anything breaks
*Thread Reply:* @Ryan I also just got VSS pricing from cam. will update after thes
*Thread Reply:* @Ryan @deleted-U06C7A8PVLJ You should be good to go. Let me know if something didn't save
*Thread Reply:* 3 didn't save I guess @Malissa @deleted-U06C7A8PVLJ
*Thread Reply:* @deleted-U06C7A8PVLJ @Ryan - https://docs.google.com/spreadsheets/d/141X3FR7-gX-IplS14qSk2FDRr_YIDV6ZYdHhQeKFW-k/edit?gid=1306659677#gid=1306659677 Updated for Feb VSS
*Thread Reply:* @Rose Fleming @Malissa , @deleted-U06C7A8PVLJ finished updating the revenue for February yesterday in the dashboards. You guys can move forward on the other next steps thank you.
*Thread Reply:* Thanks, Ryan. This means that TIP dashboard Feb numbers are finalized for use in reporting then?
*Thread Reply:* Or actually it looks like talk time fee still needs updating. Nevermind.
*Thread Reply:* @Malissa, when will VSS per deal pricing be ready?? https://docs.google.com/spreadsheets/d/141X3FR7-gX-IplS14qSk2FDRr_YIDV6ZYdHhQeKFW-k/edit?gid=1644825203#gid=1644825203
*Thread Reply:* @Ryan I did this 3 days agi
*Thread Reply:* @Ryan i updated the file the day before yesterday when i started preparing all the invoices.
*Thread Reply:* @Rose Fleming, can you send me the Total Operation Expense from TIP for Feb 2025 soon as possible?
*Thread Reply:* Is the callcenter/Flatirons call center amounts in the TIP dashboard amounts ready to use then? I just need to record that first.
*Thread Reply:* Hang on- I misunderstood your question. Give me just a minute and I will get you the TIP expense for February 2025
*Thread Reply:* @Ryan Feb 2025 is $1,347,612.20
*Thread Reply:* @Rose Fleming, yes TIP dashes are ready.
@here February 2025 is closed. TIP CC costs to SL match at $796K for the month.
*Thread Reply:* @deleted-U06C7A8PVLJ with the exception of VSS, i've updated rates in the app for the new campaigns that were added
*Thread Reply:* @deleted-U06C7A8PVLJ Cam made no changes to the pricing compared to last month. I made sure the app was up to date for the new cases
*Thread Reply:* i am working on updating this sheet: https://docs.google.com/spreadsheets/d/141X3FR7-gX-IplS14qSk2FDRr_YIDV6ZYdHhQeKFW-k/edit?gid=1541721750#gid=1541721750
*Thread Reply:* @Ryan @deleted-U06C7A8PVLJ March 2025 PnL $1,436,529.59
*Thread Reply:* @deleted-U06C7A8PVLJ, @Zekarias Haile and I are on.
*Thread Reply:* @Zekarias Haile @deleted-U06C7A8PVLJ
Flatirons Overhead - Cost covered by SL per retainer price increase by CR
462.7226369281920 --CSP + 432.1452144414890 VSS + $116.87 MRT = 1011.73785137 per 376 rows
*Thread Reply:* @deleted-U06C7A8PVLJ @Ryan Hi Just checking in to see if you are waiting on me for anything else to complete month end. Let me know when I can grab dashboard call center costs
*Thread Reply:* @Rose Fleming, we are good. We are getting talk time rev from Five9 added and will be ready to invoice soon.
*Thread Reply:* Ok I will wait to hear back!
@deleted-U06C7A8PVLJ It's all dependent on when Cam provides the rates.
Sometimes he's had them within a day, sometimes it's over a week. Best i can do is remind him.
Hi Malissa. I apologize but not sure what you are referring to.
@Rose Fleming it's the pricing for VSS secondary interviews. š
@Rose Fleming , CSP, MRT and VSS staffing Google sheets is specifically what we need, just like last month. Edward is taking over for what I do
Oh same sheets. Thanks, Ryan. Just wanted to make sure it wasn't smething new
@Ryan @deleted-U06C7A8PVLJ I've updated this sheet: https://docs.google.com/spreadsheets/d/141X3FR7-gX-IplS14qSk2FDRr_YIDV6ZYdHhQeKFW-k/edit?gid=1541721750#gid=1541721750
*Thread Reply:* indeed. no changes to the rates from last month
@Zekarias Haile @deleted-U06C7A8PVLJ
Flatirons Overhead - Cost covered by SL per retainer price increase by CR
462.7226369281920 --CSP + 432.1452144414890 VSS + $116.87 MRT = 1011.73785137 per 376 rows
*Thread Reply:* Apr '25 TIP expenses are $1,383,920.39
*Thread Reply:* @deleted-U06C7A8PVLJ FYI, i've updated pricing in the TIP APP
*Thread Reply:* sounds good. If anything got missed, let me know
*Thread Reply:* Hi Just checking in to see if the call center numbers on the dashboard are finalized for April 2025 yet
*Thread Reply:* @Cameron Rentch , please push EOM meeting to Wednesday. Iāve got to validate and ensure they didnāt correct and accurately.
*Thread Reply:* @Ryan @Cameron Rentch @Rose Fleming @deleted-U06C7A8PVLJ April is closed. TIP CC costs to SL match at $908k for the month.
@deleted-U06C7A8PVLJ Not yet. I've got some hot fires but it's on my radar for the morning
@deleted-U06C7A8PVLJ Cam kept the prices the same as last month for VSS
@deleted-U06C7A8PVLJ @Ryan the VSS completions scratch sheet is updated for April
@Cameron Rentch , just push EOM meeting to tomorrow morning. @deleted-U06C7A8PVLJ and @Zekarias Haile are finishing up and Iāll validate today.
*Thread Reply:* @deleted-U06C7A8PVLJ I have pricing now. Will do updates
*Thread Reply:* Hi @deleted-U06C7A8PVLJ May 2025 TIP total expenses are $1,442,557.54
*Thread Reply:* @deleted-U06C7A8PVLJ retool updated for SEC
*Thread Reply:* will do. need to rest my brain a minute
*Thread Reply:* @Malissa San Bernardino County is missing its call center contract billable rate FYI
*Thread Reply:* @Malissa, we checked CC costs for May, all look in range from prior month so hopefully we are priced right.
*Thread Reply:* @Ryan just let me know if something needs to be adjusted.
*Thread Reply:* @Rose Fleming, can you send me daily operating expense per day for Shield here when ready?
@deleted-U06C7A8PVLJ has to update 11 rows and get some staffing revenue added into old DB.
*Thread Reply:* @Rose Fleming, please get with @Brian Hirst (who made the app for the new BI system) to enter our "Other Revenue" for the Staffing Revenue for the new system to calculate our non-lead based services. FYI @James Turner, May 2025 will be the first month she add these in here and for the months oncoming. @deleted-U06C7A8PVLJ knows the data from Rose's sheet, as we added to the old BI PG DB system.
*Thread Reply:* @Rose Fleming @Ryan let me know if you have any questions or run into any bugs. I made the Other Revenue page, so I'm intimate with any oddities you may run into.
*Thread Reply:* I am not trying to be difficult but I don't understand what you are asking for. @Brian Hirst if you want to call me or swing by my office that would be fine.
*Thread Reply:* @James Turner are you familiar of the use cases for the app?
*Thread Reply:* For the 'Other Revenue' Page, I believe that Ryan wants all revenue on here for things that aren't tracked anywhere else. For example, it is my understanding that some companies pay us to manage and 'house' (office?) their employees here at TIP and we are paid for that. Here is a 60sec video showing how this dashboard works
*Thread Reply:* Makes sense Thatās what I thought
*Thread Reply:* But generally it is used to record billing instances of any company revenue outside of our "usual" expected revenue as well
*Thread Reply:* There is also a handy dandy "How to use" Section
*Thread Reply:* @Rose Fleming , CSP staffing revenue must be entered from your sheets at each month end starting May 2025. Please put on Calendar, Edward can show you in that training session.
*Thread Reply:* Thanks @deleted-U04G7CGMBPC - I understand what's expected for that then. For "other income" though I am concerned that we are going to start double counting items now. On our financials we track revenue as one line item for all activity that has been invoiced out and we have received payment for. We don't separate on the books revenue for x campaign, revenue for these 6 employees, revenue for ABC law firm - it's all 1 total line item at month end. Anything that is other is usually bank interest or a tax refund from prior year or something random that isn't related to invoices.
*Thread Reply:* Any idea when call center costs will be ready in the dashboard? I need that final number so I can get daily operating expense for Ryan.
*Thread Reply:* @Rose Fleming it should be ready today.
*Thread Reply:* Awesome @Zekarias Haile! Thanks so much!
*Thread Reply:* @Rose Fleming , send me total expense for TIP, should be tomorrow.
*Thread Reply:* May 2025 TIP total expenses are $1,442,557.54
@Rose Fleming @Ryan let me know if you have any questions or run into any bugs. I made the Other Revenue page, so I'm intimate with any oddities you may run into.
*Thread Reply:* @deleted-U06C7A8PVLJ rates should be good in the portal, unless you found any i missed. I've updated the VSS Scratch sheet as well.
*Thread Reply:* Hi @deleted-U06C7A8PVLJ June 2025 TIP total expenses are $1,662,524.24
*Thread Reply:* Hi @deleted-U06C7A8PVLJ Can you let me know the status of the call center cost? Just need to let my boss know when we can expect to close
*Thread Reply:* Cool! I will let him know. Thanks so much!
*Thread Reply:* Will call costs be ready by Monday do you think?
*Thread Reply:* @Rose Fleming June is closed. Shield CC cost matched at 1,543,000 and TIP matched at 1,547,000 for the month.
*Thread Reply:* I thought the talk time fees had been zeroed out in May and going forward but there are $360k in talk time fees again in June.
*Thread Reply:* @deleted-U06C7A8PVLJ, it is e-signs that are zeroed out for Shield Legal only, please get that $360 set to $0.00
*Thread Reply:* @deleted-U06C7A8PVLJ, I meet Cameron and Rose at 9:30 AM, and @Zekarias Haile we need those zeroed out and the CPLs updated in SL to match a total closer to $1,167,307. Please have this done by
*Thread Reply:* @deleted-U06C7A8PVLJ, you wrote it and did it last month, so I cannot answer that but is it done? I need talktimerevenue zeroed out in financial_log WHERE Signed e-Sign and Source is Shied Legal ASAP, just like you did for May 2025. @Zekarias Haile, then you need to redo CPLs, I'll tell Cameron in this meeting now you are working on it as we speak.
*Thread Reply:* You are referring to this field only being zero'd out for e-signs only for SL right
*Thread Reply:* ChatGPT can write it fast, and yes, that field zeroed out. š
*Thread Reply:* Ohh okay I know / remember now. Thank you for confirmation. I have it zero'd out
*Thread Reply:* Going to save this for future ones if needed
*Thread Reply:* Thank you. @Zekarias Haile , can you do CPLs update real fast ?
*Thread Reply:* @Ryan Sure, will update it
*Thread Reply:* @Ryan I'm running the update statement fyi
*Thread Reply:* @Ryan updated. SL and TIP cc costs matched at $1,167,000
*Thread Reply:* @Rose Fleming, we are good to close June 2025. Thanks everyone.
*Thread Reply:* Thanks so much for the quick response everyone!
*Thread Reply:* @deleted-U06C7A8PVLJ, thank you! Let's closer 'er!
*Thread Reply:* Iām still waiting for cam @deleted-U06C7A8PVLJ
*Thread Reply:* TIP total expenses for July 2025 is $2,601,246.78
*Thread Reply:* Hi Checking in to see when call center costs will be ready
*Thread Reply:* @deleted-U06C7A8PVLJ @Zekarias Haile, let us know when talk time minutes, rev and contract rev are all updated and calculated on the financial_log table. Zek can finish SL Call Costs.
@Rose Fleming, I have Flatirons Overhead updated in SL for July for CSP, VSS and MRT.
*Thread Reply:* @deleted-U06C7A8PVLJ I just got pricing from Cam. I'll update soon
*Thread Reply:* How we coming on EOM Invoices @deleted-U06C7A8PVLJ? š
*Thread Reply:* @deleted-U06C7A8PVLJ I just updated the TIP VSS Scratch sheet. Finishing up the TIP App.
*Thread Reply:* and @deleted-U06C7A8PVLJ i think i got everything in the app.
*Thread Reply:* Will call costs be finalized today?
*Thread Reply:* Thanks so much! I will wait to hear from you!
*Thread Reply:* Heads up @Rose Fleming, Malissa, Edward and myself are going to make some adjustments and I will let you know once that adjustments is complete.
*Thread Reply:* Sounds good! Thank you for the update!
*Thread Reply:* @Rose Fleming July is closed. Shield CC cost matched at 1,300,000 and TIP matched at 1,309,000 for the month.
Thanks everyone!