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2025-06-17 08:06:37

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2025-06-17 08:08:06

alan from Tort Intake Professionals was added to this channel by aidan. You can review their permissions in Channel Details. Happy collaborating!

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deleted-U072B7ZV4SH
2025-06-17 08:09:32
gandalf-lotr.gif
😂 deleted-U072JS2NHRQ, deleted-U08FJ290LUX, deleted-U07SBM5MB32
deleted-U04GZ79CPNG
2025-06-17 11:14:58

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 Are you guys able to pull a report out of ACTS' system of the ones they completed?

deleted-U077J4CPUCC
2025-06-17 11:15:03

@deleted-U077J4CPUCC has joined the channel

2025-06-17 11:18:55

Hey @deleted-U04GZ79CPNG !! Great minds I was pulling up the channel now. When you say complete, are you referring to the VSS interview/PFS process? Or would this include documents plaintiff has signed?

deleted-U04GZ79CPNG
2025-06-17 11:19:47

Either, both? Whatever statuses and info we can get out of there is good

2025-06-17 11:25:50

Would it help to bring SA to you to play around with? We normally don’t pull reports in SA like we do LR, but I know Alison was able to get you some details you needed for the last acts push

2025-06-17 11:25:56

Free now? I can swing by

deleted-U04GZ79CPNG
2025-06-17 11:26:30

Not at the moment. In a huddle with my team

2025-06-17 11:27:12

Okay I’ll see what I can generate in the meantime, let me know when you have some time

deleted-U05EFH3S2TA
2025-06-17 11:33:49

Lets keep it simple to cut down time. We need to know all intakes and which one have completed a secondary interview. Once we have that, we can go deeper into specifics

deleted-U04GZ79CPNG
2025-06-17 11:45:16

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 This client was in secondary interview - final and then went to VSS MIA. Please let me know whether or not they have a completed interview https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=248425

✅ deleted-U077J4CPUCC
deleted-U077J4CPUCC
2025-06-17 11:47:11

I'll look into now

deleted-U04GZ79CPNG
2025-06-17 11:47:17

Thank you!

deleted-U04GZ79CPNG
2025-06-17 12:01:23

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 Following up on a few from last night that I didn't see a response on: • https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=639364 ◦ This file's status is Referral Accepted but there is a note saying it was submitted to SA on 9/20/24. Please let me know whether or not this has been submitted • https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=553054 ◦ Status is VSS MIA, but it was previously Secondary Interview - Completed with a note saying it was completed. Please let me know whether or not this client has a completed PFS • There is one client who has a finalized intake but no secondary profile that I can find. 631908 King Jackson • Is there a secondary interview for MacLaren Hall?

2025-06-17 12:36:03

*Thread Reply:* Hey @deleted-U04GZ79CPNG I couldn't find "MacLaren Hall" in either system

2025-06-17 12:05:20

639364- I will upload docs. Completed by ACTS, 2024

2025-06-17 12:34:30

*Thread Reply:* 639364 is done. docs uploaded. Status: SEC-Sent

2025-06-17 12:06:06

553054- this plaintiff was taken care of this morning 😃

🙌 deleted-U04GZ79CPNG
deleted-U072JS2NHRQ
2025-06-17 12:08:46

What's VSS MIA status for? I assume that means that the PFS is NOT completed, is that correct? they ghosted us

deleted-U04GZ79CPNG
2025-06-17 12:09:15

Generally, yes, but check the activity log

👍:skin_tone_3: deleted-U072JS2NHRQ
👍:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 12:10:22

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I am missing secondary interview profiles for the following 2 clients: 87597 Patty Smith 91757 Elanee Jarrett

2025-06-17 12:38:10

*Thread Reply:* Patty Smith: Completed in SA. I will build lead and upload docs Elanee Jarrett: Completed in SA. I will build lead and upload docs

2025-06-17 13:37:11

*Thread Reply:* 87597 Patty Smith - 764731 (Status: SEC-Sent) 91757 Elanee Jarrett - 764741 (Status: SEC-Sent)

deleted-U04GZ79CPNG
2025-06-17 13:37:50

*Thread Reply:* Are those firm completed?

2025-06-17 13:37:59

*Thread Reply:* yes

deleted-U04GZ79CPNG
2025-06-17 13:38:10

*Thread Reply:* Thank you, updated

🙌:skin_tone_4:
2025-06-17 12:25:27

631908- Jackson: we sent a declined email to ACTS. They decided to open a case. They’ve completed the intake 1/14/25, but no fact sheet.

Leah Gaston 248425- used original intake/not a secondary intake to complete fact sheet.

2025-06-17 12:26:28

631908- Jackson: we sent a declined email to ACTS. They decided to open a case. They’ve completed the intake 1/14/25, but fact sheet has not been completed

Leah Gaston 248425- used original intake/not a secondary intake to complete fact sheet.

2025-06-17 12:27:06

631908- Jackson: we sent a declined email to ACTS. They decided to open a case. They’ve completed the intake 1/14/25, but no fact sheet.

Leah Gaston 248425- used original intake/not a secondary intake to complete fact sheet.

deleted-U04GZ79CPNG
2025-06-17 12:27:58

So Leah is completed?

2025-06-17 12:29:34

Not yet as there’s no Missing Information Document completed for this plaintiff. Ralecia will look into what happened with that when she gets back

2025-06-17 12:29:45

Not yet as there’s no Missing Information Document completed for this plaintiff. Ralecia will look into what happened with that when she gets back

deleted-U04GZ79CPNG
2025-06-17 12:29:45

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I can't find a secondary interview for the follow client: 130497 Jacqueline Castillo

deleted-U05EFH3S2TA
2025-06-17 12:31:02

*Thread Reply:* This would only be noted in SA since it was 2022

deleted-U04GZ79CPNG
2025-06-17 12:31:42

*Thread Reply:* Ok, let me know if it's completed in SA. Are you going to make placeholders for these like the ones from last night?

2025-06-17 12:39:37

*Thread Reply:* She is also completed in SA. @deleted-U05EFH3S2TA I will build the lead and upload docs along with the two plt's above.

deleted-U04GZ79CPNG
2025-06-17 12:41:08

*Thread Reply:* 🙌

2025-06-17 13:22:55

*Thread Reply:* Castillo - 764707 (Status: SEC-Sent) PFS only.

I don't think they were using the intake (red font) word doc or the missing information doc (blue font) back in 2023 when this was completed. They most likely used the intake docs we emailed them and typed directly into the Plaintiff Fact Sheet document.

deleted-U04GZ79CPNG
2025-06-17 13:24:05

*Thread Reply:* 🙌

2025-06-17 13:23:07

Castillo - 764707 (Status: SEC-Sent) PFS only.

I don't think they were using the intake (red font) word doc or the missing information doc (blue font) back in 2023 when this was completed. They most likely used the intake docs we emailed them and typed directly into the Plaintiff Fact Sheet document.

deleted-U04GZ79CPNG
2025-06-17 13:36:09

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have 11 clients that are missing a secondary interview (first 2 are in unusual statuses, but they have a signed retainer) 67919 Dilcia Flores 69557 Crystal Mojica 66843 Andre Killebrew 69760 Stephanie Montes 66855 Glenn Jefferson 66066 Jeraya Dillihunt 66100 Francesca Loprieno 66472 Princessann Westbrook 85212 Aerick Shorty 117468 Wooden Keith 402911 Ashley Magallon

✅
2025-06-17 14:29:53

*Thread Reply:* 1. 67919 Dilcia Flores (MIA client. Missing info doc/incomplete PFS in SA 11/2024: will build lead)

  1. 69557 Crystal Mojica - NO S/A Found
  2. 66843 Andre Killebrew - (intake/PFS in SA -2023 firm completion)
  3. 69760 Stephanie Montes (intake/missing/PFS in SA - 2022 firm completion)
  4. 66855 Glenn Jefferson (intake/missing/PFS in SA - 2023 firm completion)
deleted-U04GZ79CPNG
2025-06-17 14:33:53

*Thread Reply:* Thank you! Updated

🙌:skin_tone_4:
2025-06-17 15:08:23

*Thread Reply:* 1. 66066 Jeraya Dillihunt (County of San Diego)

  1. 66100 Francesca Loprieno (SD County/Closed in SA)
  2. 66472 Princessann Westbrook (intake/missing/fact sheet in SA-2022/2023 firm completion)
  3. 85212 Aerick Shorty (intake/missing/fact sheet in SA-2022/2023 firm completion)
  4. 117468 Wooden Keith (NO SA Found)
  5. 402911 Ashley Magallon (intake/missing/fact sheet in SA. 2024 - All steps (including outreach) firm completion. @deleted-U05EFH3S2TA did you want a lead for this)
deleted-U05EFH3S2TA
2025-06-17 17:59:58

*Thread Reply:* @U06LJLHMYF8 Yes please

deleted-U04GZ79CPNG
2025-06-17 13:49:39

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have 5 clients that are missing a secondary interview 91257 Robert Lawson 99848 Ronyae Arnold 100549 Maisha Kizzee 100631 Darla Jones 100679 Nathaniel Locke

✅
2025-06-17 15:34:10

*Thread Reply:* 1. 91257 Robert Lawson (intake/missing/PFS in SA- 2025 firm completion)

  1. 99848 Ronyae Arnold (intake/missing/PFS in SA - firm completion 2022 - 2023.)
  2. 100549 Maisha Kizzee (intake/missing/PFS in SA - firm completion 2022 - 2023)
  3. 100631 Darla Jones (intake/missing/PFS in SA - firm completion 2022 - 2023)
  4. 100679 Nathaniel Locke (intake/missing/PFS in SA - firm completion 2023 - 2024)
deleted-U04GZ79CPNG
2025-06-17 15:36:05

*Thread Reply:* Thank you! Updated

🙌:skin_tone_4:
deleted-U06CVB2MHRN
2025-06-17 13:53:50

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I can't see any secondary interviews for these. 🙏:skintone3:🥹 149265 Andrew Diaz 149323 Prentice Jones 150415 Jerry Calloway 150541 Antonio Jimenez 150572 Anthony Jefferson 150816 Khalyiah Parker 255987 Alexander Lopez 259280 Earvin Escalera 317029 Jervice Castillo 340155 Dominique Allen 340392 Anthony Lowery

✅
2025-06-17 15:54:34

*Thread Reply:* 1. 149265 Andrew Diaz (Closed in SA)

  1. 149323 Prentice Jones (intake/missing/PFS in SA - 2023 firm completion)
  2. 150415 Jerry Calloway (intake/missing/PFS in SA - 2023 firm completion)
  3. 150541 Antonio Jimenez (Closed in SA)
  4. 150572 Anthony Jefferson (intake/PFS in SA - 2023 firm completion)
  5. 150816 Khalyiah Parker (intake/missing/PFS in SA - 2023 firm completion)
  6. 255987 Alexander Lopez (intake/missing/PFS in SA - 2023/2024 firm completion)
  7. 259280 Earvin Escalera (intake/missing/PFS in SA - 2024. Tip completed VSS interview 1/31/24, firm completion of fact sheet, client sent in own missing document.) - we may need a secondary for this?
  8. 317029 Jervice Castillo (Missing doc/PFS in SA. 2024 firm completion. No intake doc.)
  9. 340155 Dominique Allen (Missing doc/PFS in SA. 2024 firm completion. No intake doc)
  10. 340392 Anthony Lowery (Missing doc/PFS in SA. 2024 firm completion. No intake doc)
deleted-U06CVB2MHRN
2025-06-17 16:16:34

*Thread Reply:* Thank you so much!!

2025-06-17 16:19:39

*Thread Reply:* You're very welcome!

deleted-U077J4CPUCC
2025-06-17 14:25:40

Leah Gaston (SA #231297) was completed by ACTS. Intake Interview (what we would refer to as a 2ndary interview) - 11/23/22. Plaintiff Fact Sheet was completed by ACTS as well on 11/27/23. She has not signed the Plaintiff Fact Sheet. She has not signed a Settlement Release.

deleted-U04GZ79CPNG
2025-06-17 14:29:44

*Thread Reply:* Thank you, updated!

💙 deleted-U077J4CPUCC
2025-06-17 14:30:25

67919 Dilcia Flores (MIA client. Missing info doc/incomplete PFS in SA 11/2024: will build lead) 69557 Crystal Mojica - NO S/A Found 66843 Andre Killebrew - (intake/PFS in SA -2023 firm completion) 69760 Stephanie Montes (intake/missing/PFS in SA - 2022 firm completion) 66855 Glenn Jefferson (intake/missing/PFS in SA - 2023 firm completion)

2025-06-17 14:30:40
  1. 67919 Dilcia Flores (MIA client. Missing info doc/incomplete PFS in SA 11/2024: will build lead) 69557 Crystal Mojica - NO S/A Found 66843 Andre Killebrew - (intake/PFS in SA -2023 firm completion) 69760 Stephanie Montes (intake/missing/PFS in SA - 2022 firm completion) 66855 Glenn Jefferson (intake/missing/PFS in SA - 2023 firm completion)
2025-06-17 14:31:02
  1. 67919 Dilcia Flores (MIA client. Missing info doc/incomplete PFS in SA 11/2024: will build lead)
  2. 69557 Crystal Mojica - NO S/A Found
  3. 66843 Andre Killebrew - (intake/PFS in SA -2023 firm completion)
  4. 69760 Stephanie Montes (intake/missing/PFS in SA - 2022 firm completion)
  5. 66855 Glenn Jefferson (intake/missing/PFS in SA - 2023 firm completion)
deleted-U04GZ79CPNG
2025-06-17 14:32:01

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have 118 clients missing a secondary (attached)

CA Juv Hall ACTS VAN no secondary.xlsx
✅
deleted-U04GZ79CPNG
2025-06-17 14:38:04

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=548071 Status is VSS MIA but there is an interview completed date with notes about it being done. Please let me know whether or not this one has a completed PFS

deleted-U05EFH3S2TA
2025-06-17 14:53:37

This is Completed

deleted-U04GZ79CPNG
2025-06-17 14:55:15

*Thread Reply:* @deleted-U05EFH3S2TA 548071 is completed?

deleted-U05EFH3S2TA
2025-06-17 15:08:05

*Thread Reply:* yes

2025-06-17 15:58:06

*Thread Reply:* ACTS Package has been added to this lead.

2025-06-17 14:55:23

How long would it take to add the first names to the spreadsheet? Just the last names will increase search time in SA. Also, will it mess up your report if the list is reorganized by alphabetical order

deleted-U04GZ79CPNG
2025-06-17 14:56:21

@U06LJLHMYF8 To the google sheet? Cameron asked for only those columns. It would take a little while to do it since we would have to go tab by tab to add them, but each tab would be pretty quick

2025-06-17 14:58:42

*Thread Reply:* Okay thank you! Yes aside from the names listed here, we are working the completed sheets in the workbook first

deleted-U04GZ79CPNG
2025-06-17 14:59:19

*Thread Reply:* We will have to delete first name afterwards. I think Cameron doesn't want a lot of PII in the sheet

deleted-U04GZ79CPNG
2025-06-17 15:05:43

*Thread Reply:* We are going to add in the names. Most will get done in about 30 min when Martin returns from lunch. We are all otherwise working to get the claimant data in the sheets.

🙌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 14:56:54

Sorting the sheet differently should be fine if it's one that is marked completed and we are not actively working in

✅
deleted-U072JS2NHRQ
2025-06-17 15:01:01

Names have been added on my tabs: Juvenile Hall Detention Abuse - ACTS - LOSG - TC - Shield Legal Ca Juvenile Hall Abuse 4 - ACTS Law - Shield Legal Maclaren Hall - ACTS - LOSG(TC) - Shield Legal

👀
deleted-U072B7ZV4SH
2025-06-17 15:01:06

@U06LJLHMYF8 The following need PFSs:

  1. 187241
  2. 188610
  3. 191368
  4. 193336
  5. 194571
  6. 195983
  7. 196123
  8. 196409
  9. 196577
  10. 196636
  11. 197067
  12. 197256
  13. 197878
  14. 198561
2025-06-17 16:07:53

*Thread Reply:* Could I have names please? :batt:

deleted-U072B7ZV4SH
2025-06-17 16:08:10

*Thread Reply:* oh whoops

🤣
deleted-U072B7ZV4SH
2025-06-17 16:08:11

*Thread Reply:* yes

🙌:skin_tone_4:
deleted-U072B7ZV4SH
2025-06-17 16:12:23

*Thread Reply:* 1. Alexander, Mceleney 187241

  1. Kiera, Newsome 188610
  2. Alejandro, Lopez 191368
  3. Jason, Wilson 193336
  4. James, Estel 194571
  5. Tranee, Robinson 195983
  6. Freddie, Solis 196123
  7. Jose, Rios 196409
  8. Efeosa, Idemudia 196577
  9. Christina, Vasquez 196636
  10. Terrell, Jones 197067
  11. Stephen, Slocum 197256
  12. Annamarie, Evans 197878
  13. Brian, Trigueros 198561
❤️‍🔥
2025-06-17 16:13:21

*Thread Reply:* Thank you! to streamline this a little, I'm going to add these names to the 118 excel Brittany sent earlier (section it so you know which is yours) and then send them all at once.

🙌:skin_tone_2: deleted-U072B7ZV4SH
deleted-U072B7ZV4SH
2025-06-17 16:14:40

*Thread Reply:* works for me 🙂

🙌:skin_tone_4:
2025-06-17 18:48:35

*Thread Reply:* Here you are sir!

Martin Request_No Secondary interviews list.xlsx
🙌:skin_tone_2: deleted-U072B7ZV4SH
deleted-U04GZ79CPNG
2025-06-17 15:47:07

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=553701 This is in Referral Accepted status but there is a note that says "Verified FACT SHEET completion on 7/16. Nothing more is needed at this time." Please let me know if this is completed or not.

✅
2025-06-17 16:00:33

*Thread Reply:* All documents are completed in SA. TIP completed missing info doc, ACTS completed intake interview/PFS. 2024 completion

deleted-U04GZ79CPNG
2025-06-17 16:37:18

*Thread Reply:* Thank you, updated!

🙌:skin_tone_4:
2025-06-17 16:12:08

Heads up, all 3 of us are in a meeting at 2:30 (can't be moved) but will be back to this asap

👍 deleted-U04GZ79CPNG
deleted-U06CVB2MHRN
2025-06-17 16:21:50

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I'm missing secondaries for the followin. Thank you so much!! 🙏:skintone3: 619252 Stephenie Johnson 623083 Ariana Fields 547262 Jabari Braggs 618361 Justine Granadino 623221 Iris Pichardo 623967 Deontea Sanders 622260 Luis Alvarez 618333 Jasmine Proffitt 617175 Arron Boyd

✅
2025-06-17 16:22:57

*Thread Reply:* You got it, I'm going to add you to the same excel :)

deleted-U06CVB2MHRN
2025-06-17 16:24:30

*Thread Reply:* Gracias!!!

deleted-U05EFH3S2TA
2025-06-17 17:57:26

@here THESE are the kind of things that make me believe in TIP. THANK YOU ALL for working so well together to get something done so quickly. This thread make me so happy 😁😁😁😁😁😁😁😁😁

:headbanging_parrot: deleted-U04GZ79CPNG, deleted-U06CVB2MHRN
❤️‍🔥 deleted-U07SBM5MB32
2025-06-17 19:36:59

*Thread Reply:* @deleted-U05EFH3S2TA i'm glad!! It takes a village sometimes. Thank you for helping bring this together!

deleted-U04GZ79CPNG
2025-06-17 17:57:41

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=581225 This is in under review but has no activity in the log since 2/10/25. Is this one completed?

✅
2025-06-17 18:50:57

*Thread Reply:* This is closed in SA.

deleted-U04GZ79CPNG
2025-06-17 18:57:55

*Thread Reply:* Thank you, updated!

✅
deleted-U04GZ79CPNG
2025-06-17 17:58:33

@deleted-U05EFH3S2TA Thank you for the kind words. We are happy to help the claimants get some semblance of justice for what they endured

deleted-U04GZ79CPNG
2025-06-17 17:59:58

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=619951 This one is also under review for a long time (status changed 10/31/24, last activity is client texting in for an update 1/13/25)

✅
2025-06-17 18:55:43

*Thread Reply:* Status Changed: Secondary Interview - ReTriggered.

ACTS Package uploaded to docs tab.

Completed in 2024

:headbanging_parrot: deleted-U04GZ79CPNG
deleted-U04GZ79CPNG
2025-06-17 18:00:54

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=548098 This one has Under Review status, but notes indicating it is completed.

✅
2025-06-17 19:00:06

*Thread Reply:* ACTS package uploaded. Status: Secondary Interview - ReTriggered

deleted-U04GZ79CPNG
2025-06-17 19:08:44

*Thread Reply:* Updated, thank you!

🙌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 18:02:02

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=548098 This one has Under Review status, but notes indicating it is completed.

deleted-U04GZ79CPNG
2025-06-17 18:06:24

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=547948 This profile is in Admin Call status but notes indicate PFS was completed. Please let me know if it was completed or not

✅
2025-06-17 19:03:11

*Thread Reply:* intake/missing/PFS in SA. This lead can be updated with docs as we completed missing/pfs last year. Will also update case type and circle back once completed.

deleted-U04GZ79CPNG
2025-06-17 19:06:56

*Thread Reply:* Thank you, updated!

🙌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 18:13:42

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=581246 Status: Referral accepted, has a note saying "Secondary interview completed. Will get documents updated soon." Please let me know whether or not this is completed

✅
2025-06-17 19:07:24

*Thread Reply:* Missing/PFS in SA. This was completed by the firm. no intake doc

deleted-U04GZ79CPNG
2025-06-17 19:09:44

*Thread Reply:* Updated, thank you!

🙌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 18:16:52

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=547923 Status: VSS MIA, has a note saying fact sheet is completed and uploaded to SA. Please let me know if this one is completed or not

✅
2025-06-17 19:09:55

*Thread Reply:* Missing/PFS in SA. We did complete these so they will need to be added to LR and status changed.

deleted-U04GZ79CPNG
2025-06-17 19:11:34

*Thread Reply:* Updated, thank you!

🙌:skin_tone_4:
2025-06-17 19:00:27

ACTS package uploaded. Status: Secondary Interview - ReTriggered

deleted-U077J4CPUCC
2025-06-17 19:02:28

2ndary Lead # 493121 / SA #24897 - Russell Woodhouse: he is an Acts Flatiron case, but not LA County, meaning; we're not responsible for him at all. The case is open, but was transferred out to San Diego County.

deleted-U04GZ79CPNG
2025-06-17 19:03:16

*Thread Reply:* Thank you, updated!

2025-06-17 19:03:38

intake/missing/PFS in SA. This lead can be updated with docs as we completed missing/pfs last year. Will also update case type and circle back once completed.

deleted-U04GZ79CPNG
2025-06-17 19:11:04

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have two clients that I think are the same but there isn't enough info for me to tell. Intake 218496 Doyle Knight Secondary 581256 Doyle Knight Secondary has different phone and email, but no address or DOB for me to try and match. Can someone look into these clients and let me know if they are the same?

✅
2025-06-17 19:15:50

*Thread Reply:* The SA number in 581256 pulls up the same name search. There was only one result. Also confirmed DOB in 218496 matches the SA plt.

These are the same plt

deleted-U04GZ79CPNG
2025-06-17 19:16:43

*Thread Reply:* Thank you!!

🙌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 19:19:09

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have two clients that I think are the same, but the DOB are off by a year and a day (typo?) intake 225150 Jasmine Martin secondary 581254 Jasmine L Martin

✅
2025-06-17 19:33:11

*Thread Reply:* SoooO! it looks like these are two plts. These DOBs are correct. Intake/missing/PFS for BOTH plaintiffs in SA.

image.png
deleted-U04GZ79CPNG
2025-06-17 19:34:23

*Thread Reply:* Crazy coincidence with the DOBs! Thank you!

🙌:skin_tone_4:
2025-06-17 19:38:28

*Thread Reply:* It really is. I was about to send that it was the same person and something told me to check one more way... BOOM! 🥴🤣

deleted-U077J4CPUCC
2025-06-17 19:56:15

*Thread Reply:* They are definitely 2 different Plt's. I had to beat the Call Managers up about these 2 Jasmines before

deleted-U04GZ79CPNG
2025-06-17 19:23:02

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have 149 clients I can't find a secondary for (attached)

CA Juv ACTS Laba Forman missing secondaries.xlsx
2025-06-17 19:23:34

does this list include the 118 from earlier or would this be a separate batch?

deleted-U04GZ79CPNG
2025-06-17 19:23:49

This is a separate batch, unfortunately

😭
👌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-17 19:25:32
200h.gif
😂 deleted-U072B7ZV4SH
😩 deleted-U077J4CPUCC
🤣
deleted-U072B7ZV4SH
2025-06-17 19:38:01

@U06LJLHMYF8 620376 Lisa Anderson: PFS needs to be completed. 🙂

deleted-U04GZ79CPNG
2025-06-17 19:47:51

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have two clients that may be the same, but secondary doesn't have DOB or address Intake 115001 John Cunningham Secondary 550357 John Cunningham

deleted-U04GZ79CPNG
2025-06-17 19:50:23

@deleted-U05EFH3S2TA @deleted-U077J4CPUCC @U06LJLHMYF8 I have 14 clients that I can't find secondary profiles for

CA Juv ACTS Ghozland missing secondary.xlsx
deleted-U04GZ79CPNG
2025-06-17 19:51:59

@here We have completed our work on the google sheet for today. Each case type has its intake clients accounted for. We will begin working on cleaning up secondary data tomorrow.

🙌:skin_tone_4:
2025-06-17 20:59:51

*Thread Reply:* The two excel sheets will be first priority tomorrow morning. I’ll be there bright and early. Have a great night!

deleted-U077J4CPUCC
2025-06-17 19:57:37

Glen Mitchell - LR #677763 / SA #24156 is closed

deleted-U04GZ79CPNG
2025-06-17 20:09:00

*Thread Reply:* Updated, thank you!

deleted-U077J4CPUCC
2025-06-17 20:58:43

SA numbers for the Flats have been taken care of.

❤️‍🔥
:cat_roomba_exceptionally_fast: deleted-U05EFH3S2TA
🙌:skin_tone_3: deleted-U05EFH3S2TA
2025-06-18 09:29:59

Hello All, I have an idea for the secondary interview checks: I created a temporary page in the Google sheet. I've placed all three excel sheets from this channel into that sheet. We can live update the secondary asks from here. This way theyre live and you can update the data in the appropriate tabs. It's labeled "A/R/D REQUESTS"

2025-06-18 09:32:10

If the parameters need to be updated on this tab to make the data easier to port over i'm totally open to changes

deleted-U072JS2NHRQ
2025-06-18 09:32:58

do we need to like add the ones that are missing secondaries into that tab?

2025-06-18 09:34:42

If there are any requests you want pushed up, definitely still place here so they can be prioritized

deleted-U072JS2NHRQ
2025-06-18 09:35:28

ahhhh gotcha gotcha, I understand now sort of

deleted-U072JS2NHRQ
2025-06-18 09:35:32

i'll come over there please hold

✅
deleted-U072JS2NHRQ
2025-06-18 09:55:03

Ok I went through all of the tabs and added any of them that were missing a secondary lead. So they should all by in the ARD tab 👍:skintone3:

🙏:skin_tone_3: deleted-U07SBM5MB32
🙌:skin_tone_4:
deleted-U04GZ79CPNG
2025-06-18 09:56:22

Love this idea! Thanks for working together on this

🙌:skin_tone_4:
2025-06-18 10:02:19

Colors for the A/R/D tab: Green= done/docs available Red= done/Closed/no SA case found Purple= done/2nd lead needed

👍:skin_tone_3: deleted-U072JS2NHRQ
2025-06-18 10:03:17

Colors for the A/R/D tab: Green= done/docs available Red= done/Closed/no SA case found Purple= done/2nd lead needed

2025-06-18 11:46:17

Colors for the A/R/D tab:

orange= Other

🧡 deleted-U04GZ79CPNG, deleted-U072JS2NHRQ
2025-06-18 15:09:44

we were in a 10a meeting and I was in a 12p meeting but i'm back working on the secondary inquiries

👍:skin_tone_3: deleted-U072JS2NHRQ
2025-06-23 10:24:51

Howdy! :facewithcowboy_hat: I'm back. I'll be continuing the secondary list checks.

Completed Row Sections:

  1. 2-101
  2. 121-134
deleted-U072JS2NHRQ
2025-06-23 12:46:43

Thank you! ❤️ So we have been working on duplicates, we wanted to send them to you: https://docs.google.com/spreadsheets/d/1HMbM3Azkvq3612AgOTmKTbYf38GWxg-o192AKyVxXXM/edit?gid=1469622587#gid=1469622587

it's in the 'To VSS' tab - can you look into them and check and see which ones are more completed? As of right now, most of these seem to NOT be filled out in their entirety. So we want to make sure that there's no missing data from SmartAdvocate that's not in LawRuler.

ACTS Reconciliation
✅
2025-06-24 20:19:03

*Thread Reply:* from glancing over this sheet, most likely ALL the leads connected with "Can't Contact" and "Admin Call" status' are your dups. I can do a confirmation tomorrow

deleted-U072JS2NHRQ
2025-06-23 12:46:57

Thank you! ❤️ So we have been working on duplicates, we wanted to send them to you: https://docs.google.com/spreadsheets/d/1HMbM3Azkvq3612AgOTmKTbYf38GWxg-o192AKyVxXXM/edit?gid=1469622587#gid=1469622587

it's in the 'To VSS' tab - can you look into them and check and see which ones are more completed? As of right now, most of these seem to NOT be filled out in their entirety. So we want to make sure that there's no missing data from SmartAdvocate that's not in LawRuler.

2025-06-23 12:55:13

okay, will do. Priority wise, am I still okay to finish the other list then check this one? Or is there a new ask for this list you sent to be resolved first?

deleted-U072JS2NHRQ
2025-06-23 12:55:43

yeah yeah that's totally fine

🙌:skin_tone_4:
2025-06-23 16:42:38

Secondary checks (Cam sheet) rows 136 - 206 are done.

deleted-U04GZ79CPNG
2025-06-23 16:45:10

🙌

2025-06-23 19:47:08

Secondary checks (Cam sheet) rows 207 - 269 are done. I should have the rest of this list done tomorrow and can jump on the one from this morning. Goodnight!

💐 deleted-U077J4CPUCC
2025-06-24 20:15:50

the "A/R/D Requests" page is done. I've indicated leads that had 2024 completions from TIP. Would someone over there be able to bulk create these secondary leads for us?

🙌:skin_tone_2: deleted-U072B7ZV4SH
2025-06-24 20:17:06

the "A/R/D Requests" page is done. I've indicated leads that had 2024 completions from TIP. Would someone over there be able to bulk create these secondary leads for us?

2025-06-26 10:51:52

For Cam's main spreadsheet, do you still need the green banners on the tabs? Or can I change them? I'm getting the SA #'s entered and wanted to keep track of completed tabs

deleted-U04GZ79CPNG
2025-06-26 10:54:23

You can change them

🙌:skin_tone_4:
2025-06-26 10:56:03

*Thread Reply:* ok ty!

deleted-U08FJ290LUX
2025-06-26 16:05:23

Hi @U06LJLHMYF8! I have a client no secondaries 115001, can you look and see if this one is in SA please?

✅
2025-06-26 16:55:23

*Thread Reply:* 1. his Smart Advocate number: 221442

  1. He is OPEN in S/A
  2. Fact Sheet DONE: plt signed fact sheet on 02/07/2025.
🙌:skin_tone_5: deleted-U08FJ290LUX
deleted-U08FJ290LUX
2025-06-26 16:55:48

*Thread Reply:* Thank you!!

✅
2025-06-26 16:56:34

*Thread Reply:* You're welcome!

deleted-U08FJ290LUX
2025-06-26 16:30:48

I have updated the Open/closed status and PFS done drop downs from the ARD tab!

:headbanging_parrot: deleted-U04GZ79CPNG
deleted-U04GZ79CPNG
2025-06-26 16:31:29

Nice, thank you!!

deleted-U08FJ290LUX
2025-06-26 16:45:13

Absolutely!

deleted-U08FJ290LUX
2025-06-26 16:47:17

The blank ones in the case types tabs that don't have the PFS completed and Open/Close drop downs filled out are the ones that aren't in SA and have no secondary.