@deleted-U05CXRE6TBK, let Brittany know I sent her invite to this channel at her Ben Crump email.
The nubmers
@deleted-U05CTUBCP7E @deleted-U05CPGEJRD3 @deleted-U069G4WMMD4
TIP is asking what other intake criteria beyond the website form questions do we need to add to this to get the retainer signed?
FYI @deleted-U04KC9L4HRB @deleted-U04GZ79CPNG @deleted-U055HQT39PC @Andy Rogers @Adrienne Hester
*Thread Reply:* @deleted-U05CTUBCP7E, good morning! Just wanted to make sure you saw this, TIP team is asking for the full intake questionnaire for PFAS Water Contamination for city officials. The attached above is what we have from the website-lead-form.
@deleted-U05CTUBCP7E Is this something you can provide or work with Jon to get from ELG or should we clone an existing PFAS intake form? See attached for example, since this one is more for consumers.
FYI @Adrienne Hester @deleted-U04KC9L4HRB @Tony @deleted-U055HQT39PC @deleted-U04GZ79CPNG
*Thread Reply:* @deleted-U069G4WMMD4, just FYI above. Need the PFAS Water Contamination Intake Questionnaire so we can get the TIP team the questions needed to qualify them for the retainer being signed.
*Thread Reply:* @Ryan Some of the questions from the existing PFAS form can be used for the cities, but additional questions will still need to be added. I will discuss this with @deleted-U069G4WMMD4 and @deleted-U05CPGEJRD3. Thank you.
*Thread Reply:* @deleted-U05CTUBCP7E , thank you! fYI @deleted-U04KC9L4HRB @deleted-U04GZ79CPNG @deleted-U055HQT39PC @Andy Rogers @Adrienne Hester
@Adrienne Hester has joined the channel
@deleted-U05CTUBCP7E, can you post in here the statuses in SA that mean "case retained" so I can pull reports on my own, I spent some time in SA and got it figured out.
@Korbin, see below and let us know in CTM what that number routes too for Ben Crump?
FYI @deleted-U05CTUBCP7E
@Ryan, the phone number 2167278935 is not a Ben Crump number. When I called an older lady answered and let me know she does not work for Ben Crump.
@deleted-U05CTUBCP7E, FYI. Please remember that CTM is still an active product for the marketing team for website call tracking and routing. I'll remove you from the system.
That would explain the continued emails, thank you for the clarification.
@deleted-U04HFGHL4RW, @deleted-U069G4WMMD4 and I setup a webhook from CTM to Leadspedia that will send all social media organic generated phone leads into LawRuler as the start of the call. Just like we did for the BCL latest TV campaigns. Please tell Intake Agents to use the persons phone number to look them up in LawRuler because we are passing S1 that are marked for Uzi so that we can quickly identify leads that become cases and case reviews. This tracking was requested by the Ben Crump team.
FYI @Andy Rogers @Adrienne Hester @Cameron Rentch.
@deleted-U05CTUBCP7E, good morning. We are moving onto pushing signed e-sign retainer files from TIP to SmartAdvocate. Is there a case you want us to prioritize? Noting Drax Air Pollution has 278 in TIP system, but your SA only had one, case number 2400276. Let me know if we can start on Drax or you have another preference.
FYI @Andy Rogers @deleted-U05CPGEJRD3 @deleted-U069G4WMMD4 @Dustin Surwill
@Dustin Surwill has joined the channel
Good morning @Ryan, so for the Drax case we've consolidated all the Drax clients under one case number, so you don't have to send those to Smart Advocate. Based off the volume of intakes if you could prioritize the Depo and Gaming Addiction cases, that would be immensely helpful.
Gaming Addiction I believe has started.
@deleted-U05CTUBCP7E, happy new year! @Dustin Surwill and the integrations team have completed the new SL application that manages our webhooks that post casefiles into SmartAdvocate. We are ready to setup Depo Provera, here is the Intake Questionnaire template, can you specify which UDFs you wish to have us push over to SA?
FYI @Nicholas McFadden
*Thread Reply:* @deleted-U05CTUBCP7E, quick update. The handling firm integration in parallel with priority and the team will put these Depos into SmartAdvocate for you.
*Thread Reply:* Good morning @Ryan, thank you for the update.
*Thread Reply:* @deleted-U05CTUBCP7E @deleted-U069G4WMMD4, the Depo Provera is complete:
DepoProvera: Crump / Napoli :largegreencircle: - @Daniel Schussler - ETA: 1/31/2025 - Complete Crump / Napoli BLX :largegreen_circle: - EST 1/28/2025 - Complete
@Nicholas McFadden has joined the channel
Good morning @Ryan, Happy New Year! Can you push over the below UDFs:
β’ Custom22978 β’ Custom22973 β’ Custom22975 β’ Custom22996 β’ Custom23038 β’ Custom23383 β’ Custom23005
@Dustin Surwill , please confirm and put into queue.
*Thread Reply:* @Ryan Is this for Depo-Provera - Crump - Napoli - Shield Legal or Depo-Provera - BCL - Napoli - BLX?
@Nicholas McFadden Here is the list of Depo cases already in Smart Advocate.
@deleted-U05CTUBCP7E thank you for this!
@Nicholas McFadden Good morning, just a quick note, Torticity reached back out to me today. So they have received one of the intakes, Tyrin Brown, that hadn't gone through previously. However, the intake and retainer didn't come through.
*Thread Reply:* We will be sending you an email with related information soon.