James Turner (jturner@shield-legal.com)
2025-08-27 14:54:15

@James Turner has joined the channel

James Turner (jturner@shield-legal.com)
2025-08-27 14:54:27
Project tracker
James Turner (jturner@shield-legal.com)
2025-08-27 14:54:27
Project overview
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-27 14:55:00

@Nick Ward has joined the channel

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-27 14:55:00

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Dustin Surwill (dsurwill@shield-legal.com)
2025-08-27 14:55:00

@Dustin Surwill has joined the channel

slackbot
2025-08-27 14:55:03

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

deleted-U06C7A8PVLJ
2025-08-27 14:55:03

@deleted-U06C7A8PVLJ has joined the channel

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-27 15:02:09

@Carter Matzinger has joined the channel

James Turner (jturner@shield-legal.com)
2025-08-27 15:05:11

To help us ensure we are moving in the right direction, I built out a project "Goal" - From here I'm going to break down all of the tasks and pieces we need to get us where we need to be, and help decide who is building what.

James Turner (jturner@shield-legal.com)
2025-08-27 15:05:30

To help us ensure we are moving in the right direction, I built out a project "Goal" - From here I'm going to break down all of the tasks and pieces we need to get us where we need to be, and help decide who is building what.

James Turner (jturner@shield-legal.com)
2025-08-27 15:05:30

To help us ensure we are moving in the right direction, I built out a project "Goal" - From here I'm going to break down all of the tasks and pieces we need to get us where we need to be, and help decide who is building what.

James Turner (jturner@shield-legal.com)
2025-08-27 15:05:37
LeadFlow Project Goals.drawio.png
👍 Carter Matzinger
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-08-27 16:10:28

kevin nealon

🤣 Carter Matzinger, deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2025-08-29 12:52:21

Just spoke to Alex and she confirmed that despite there being multiple "kinds" of different secondary case types, It should at the most be a 1:2 ratio for intake to post-retainer lawruler cases, and she would be happy to help maintain the system that associates post-retainer cases to their intake

:thank_you: Nick Ward
James Turner (jturner@shield-legal.com)
2025-08-29 12:52:41

Big victory on that!

:1000: Nick Ward