James Turner (jturner@shield-legal.com)
2024-12-02 16:01:39

@James Turner has joined the channel

Anthony Soboleski (anthony@tortintakeprofessionals.com)
2024-12-03 17:17:50

@Anthony Soboleski has joined the channel

James Turner (jturner@shield-legal.com)
2024-12-03 17:18:19

Figured out Channels so we can have a general space to share

James Turner (jturner@shield-legal.com)
2024-12-03 17:21:42

For anyone interested in learning Python, this is a GREAT place to start (Speaking from experience, this is how I learned) https://www.amazon.com/Python-Crash-Course-Hands-Project-Based/dp/1593276036

:meow_party: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2024-12-03 17:22:28
python-crash-course.pdf
🙌:skin_tone_2: deleted-U06C7A8PVLJ
slackbot
2024-12-03 17:32:01

Tort Intake Professionals has joined this channel by invitation from Shield Legal.

deleted-U062D2YJ15Y
2024-12-03 17:32:01

@deleted-U062D2YJ15Y has joined the channel

deleted-U06C7A8PVLJ
2024-12-03 17:34:16

Oh yeah 🙌:skintone2::catroombaexceptionally_fast:

🙌 deleted-U062D2YJ15Y
deleted-U05496RCQ9M
2024-12-04 11:09:10

@deleted-U05496RCQ9M has joined the channel

James Turner (jturner@shield-legal.com)
2024-12-04 11:39:23

https://monday.com/elevate/online/ @deleted-U05496RCQ9M Let me know if you have any issues checking it out

monday.com
Elevate 2024 by monday.com
Original URL: https://monday.com/elevate/online/
🫶:skin_tone_3: deleted-U05496RCQ9M
deleted-U06GD22CLDC
2024-12-04 11:41:28

@deleted-U06GD22CLDC has joined the channel

deleted-U055HQT39PC
2024-12-04 11:41:28

@deleted-U055HQT39PC has joined the channel

Anthony Soboleski (anthony@tortintakeprofessionals.com)
2024-12-04 11:41:35

oooo

deleted-U06GD22CLDC
2024-12-04 11:41:45

hello

:meow_party: deleted-U06C7A8PVLJ, deleted-U062D2YJ15Y
deleted-U055HQT39PC
2024-12-04 11:48:51

oooo

deleted-U05496RCQ9M
2024-12-04 12:26:59

oooo

deleted-U06C7A8PVLJ
2024-12-04 13:09:13

oooo

deleted-U06VDQGHZLL
2024-12-10 11:40:22

@deleted-U06VDQGHZLL has joined the channel

James Turner (jturner@shield-legal.com)
2024-12-10 11:41:14

@deleted-U06VDQGHZLL

deleted-U06VDQGHZLL
2024-12-10 11:43:07

@deleted-U05496RCQ9M How is your day looking today? I am looking for someone to put a doc together and own comms on it after 🙂

deleted-U05496RCQ9M
2024-12-10 11:45:17

I should be free later this afternoon! I'm just doing some campaign setups. Most of them are clones so it won't take me too long to do them! @deleted-U06VDQGHZLL

🙌 deleted-U06VDQGHZLL
deleted-U06VDQGHZLL
2024-12-10 11:57:51

That is fine @deleted-U05496RCQ9M, but here is what I/we are looking for... Audience: Integrations & Ops What is needed: a list of all statuses that get used by Ops and Integrations including who uses them, what causes them to be used, who is notified of their use, how are people notified of their use, are they controlled by a lead-lock function, are they billable, etc. Goal: Shrink the margin of error for Integrations activity, increase understanding of status usage impact, and bolster training.

Any other notes are welcome too. I know you just started the new form and I am not sending it that way, but I will try harder on that going forward. Ryan has a sheet that covers the billable question already and we certainly aren't changing anything with that part.

Thank you and let me know if I can clarify anything or add more detail. cc: @deleted-U072GK8LNDS

👀 deleted-U05496RCQ9M
James Turner (jturner@shield-legal.com)
2024-12-10 14:37:04

Pulled a list of all used Status's from the LR database- this may be helpful. https://docs.google.com/spreadsheets/d/1KPPMl2TSnICEAmj0KK44A2q_9R2HpugwNwbfP2paDeg/edit?usp=sharing\

🙌:skin_tone_2: deleted-U06C7A8PVLJ
:cat_roomba_exceptionally_fast: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2024-12-12 10:09:16

Hey all, I'm feeling that cough that David had a few days ago. Still all good to work, but gonna do it from home today to keep the spread down if that's alright.

Plan for me for the day is to work on retool, looker, and some cloud integration projects assigned yesterday. Please Let me know if anything comes up or needs extra attention

🫡 deleted-U055HQT39PC, deleted-U06GD22CLDC, deleted-U06C7A8PVLJ, deleted-U062D2YJ15Y
deleted-U06C7A8PVLJ
2024-12-12 10:10:18

Feel better soon @James Turner We will hold down the fort for you 🫡

🙌 deleted-U055HQT39PC
James Turner (jturner@shield-legal.com)
2024-12-12 11:31:43

I appreciate yall

:cat_roomba_exceptionally_fast: deleted-U06C7A8PVLJ
deleted-U05496RCQ9M
2024-12-12 11:33:29

We're gonna be doing our own daily standup later, Eddie, if you wanna join @deleted-U06C7A8PVLJ

deleted-U05496RCQ9M
2024-12-12 11:33:39

Feel better, @James Turner!

deleted-U05496RCQ9M
2024-12-12 11:59:14

@here Standup time!!

James Turner (jturner@shield-legal.com)
2024-12-12 11:59:46

For goals today, Lets try and knock out some of that stuff on Monday.

@deleted-U05496RCQ9M & @deleted-U062D2YJ15Y - Keep me updated on the new campaign and Screener audit info. If you hit any blocks please communicate.

@deleted-U06GD22CLDC - Please keep me up to date on how the Five9 tests roll out today. I'll be in the meeting with yall later, and let you take the reigns. If everything is going smooth with that, let's work together on that Screener Completed Dialer we spoke about yesterday.

@Anthony Soboleski I know you're swamped on some other stuff, just keep me up to date on anything popping up

@deleted-U06C7A8PVLJ Please start moving your automation code from just sitting on your PC into Github. This Will act as a company backup for all of the automations we are working to create.

@ everyone when you get your respective tasks knocked out, Continue with the Miro flows so we can start working on the "Work Sheet" for different departments.

Thanks yall'

Plan for me is to start working on the integrations from Postgres -> Bigquery -> DBT -> Retool -> Bigquery -> Looker. Not too worried about building in any respective tools but I am hitting roadblocks getting it to access the Bigquery views properly.

@deleted-U06VDQGHZLL For visibility

🙌 deleted-U062D2YJ15Y
deleted-U06GD22CLDC
2024-12-12 12:38:42

*Thread Reply:* Just a quick update, screening completed dialer is already up and running. Sobo and I are going to follow up with supervisors at it seems it was communicated as "optional" which we need to address.

James Turner (jturner@shield-legal.com)
2024-12-12 12:40:44

*Thread Reply:* @deleted-U06VDQGHZLL What are you thinking would be the best avenue to communicate with Supervisors on this?

deleted-U05496RCQ9M
2024-12-12 12:44:01

*Thread Reply:* I can communicate it to them as well 🙂

deleted-U06C7A8PVLJ
2024-12-12 12:00:50

Copy that 🫡

deleted-U05496RCQ9M
2024-12-12 12:24:35

GO TEAM

deleted-U06C7A8PVLJ
2024-12-12 12:27:02

We got this team :catroombaexceptionally_fast:

James Turner (jturner@shield-legal.com)
2024-12-12 16:16:34

Hey all' Our friends in integrations reached out with a request for some data on campaign dates. Who here knows of a way to see when campaigns were created?

deleted-U055HQT39PC
2024-12-12 16:45:05

Open/Closed tracker will show the date it was opened. Not necessarily re opened tho

🫠 deleted-U06C7A8PVLJ
👍 James Turner
James Turner (jturner@shield-legal.com)
2024-12-13 11:15:52

I'm back everyone!

:cat_roomba_exceptionally_fast: deleted-U06C7A8PVLJ, deleted-U06GD22CLDC, deleted-U062D2YJ15Y
🙌 deleted-U055HQT39PC, deleted-U062D2YJ15Y
deleted-U05496RCQ9M
2024-12-13 11:32:02

he hath returned

James Turner (jturner@shield-legal.com)
2024-12-16 15:35:59

Off the top of your heads, what is a customID that is used on every campaign?

James Turner (jturner@shield-legal.com)
2024-12-16 15:36:19

Testing an issue with data

deleted-U055HQT39PC
2024-12-16 15:47:41

prob default field

deleted-U055HQT39PC
2024-12-16 15:48:15

<<Default1>>

deleted-U05496RCQ9M
2024-12-17 11:43:05

@here We have our meeting with the new trainees today!

James Turner (jturner@shield-legal.com)
2024-12-17 13:12:19

Be there soon!!

James Turner (jturner@shield-legal.com)
2024-12-18 12:01:46

We all good to push to 11am for standup, making good progress on this codeblock and I don't wanna step away for too long.

✅ deleted-U05496RCQ9M
deleted-U05496RCQ9M
2024-12-18 12:02:07

all good, i have 2 rush setups

deleted-U06C7A8PVLJ
2024-12-18 12:03:26

That works

James Turner (jturner@shield-legal.com)
2024-12-18 14:54:17

@here Hey all' Just got direction from up high to put some more weight on process documentation. Leadership is looking for a view of a "Lead Lifecycle" at an extreme case, where it should potentially go through every status in heavy detail.

I'm going to be shifting a lot of my attention to this new project, and I'm gonna be needing a bit of help to make sure I fully understand the process.

@Anthony Soboleski How are things coming with the Miro project thus far? I understand throwing it all on Monday when you're busy can be tricky so I wanted to touch base here since the projects feed directly into each other.

We should be at the stage of having that 1000ft view of the company pipeline built out, have departments documentation priority list built, and in the process of meeting with department leaders. Do we have anything written down for who we have met with yet and who we haven't?

https://tortintakeprofessionals.monday.com/boards/7967102771/views/171037106

image.png
👀 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2024-12-18 15:18:21

I am open to helping in any way that I can 🙌:skintone2:

deleted-U05496RCQ9M
2024-12-19 11:59:10

are we doing our standup soon?

:cat_roomba_exceptionally_fast: deleted-U06C7A8PVLJ
deleted-U06VDQGHZLL
2024-12-19 13:17:53

@deleted-U055HQT39PC @deleted-U05496RCQ9M with these rush campaigns coming in, what is the current status with screener audits? Wondering if we need to / can pull a person or three from PD and train them to help.

deleted-U05496RCQ9M
2024-12-19 13:19:26

@deleted-U06VDQGHZLL We've only started to look at it before Christian left early on tuesday, after that I haven't had the chance to review any calls since then due to the rush setups

deleted-U05496RCQ9M
2024-12-19 13:19:43

Currently, we are at:

deleted-U05496RCQ9M
2024-12-19 13:21:40

60 files to review

deleted-U06VDQGHZLL
2024-12-19 14:43:09

Thanks for the chat about the audit process @deleted-U05496RCQ9M and @deleted-U055HQT39PC. I'll circle back.

🙌 deleted-U055HQT39PC
deleted-U05496RCQ9M
2024-12-19 14:43:21

Okay!!

deleted-U062D2YJ15Y
2024-12-20 11:55:42

Stand up is pushed back the Chef will be late @here

James Turner (jturner@shield-legal.com)
2024-12-23 12:03:38

Please go ahead and do standup without me today- I gotta knock some stuff out on my end

✅ deleted-U06C7A8PVLJ, deleted-U062D2YJ15Y
James Turner (jturner@shield-legal.com)
2024-12-26 11:14:45

@here Goooooood morning everyone- As we talked about before I will be out of office until the new year, but please don't hesitate to reach out and ask for help when things come up. I am still on my laptop and happy to assist when needed

🙌:skin_tone_2: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2024-12-26 11:16:22

How was everyone's Holiday?

deleted-U05496RCQ9M
2024-12-26 11:17:39

Mine was good, hope yours was too

deleted-U062D2YJ15Y
2024-12-26 11:18:08

Twas a day sir hope yours and everyone else was good!

James Turner (jturner@shield-legal.com)
2024-12-26 11:29:53

It was pretty cool- First christmas with my girlfriends family. twas a good time. I'm glad to hear yall had a good one as well!

👍 deleted-U06GD22CLDC
:cat_roomba_exceptionally_fast: deleted-U062D2YJ15Y
deleted-U06C7A8PVLJ
2024-12-27 08:30:00

Mine was wonderful; had two days off (PTO yesterday) so now it is Friday then it will be another 2 days off after today lol

❤️ James Turner
:cat_roomba_exceptionally_fast: deleted-U062D2YJ15Y, deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2024-12-27 11:18:41

Hey all- I'm going around sending different versions of this to each department because I want to get a perspective on what statuses are used in each department, why, and what ones are old and not used anymore.

This is the one for intake.

Who do you all believe would be the best and also available to fill it out today??

They would not need to fill out every row, just the ones relevant to their team.

https://docs.google.com/spreadsheets/d/1dEoLyBkrMzBGgt6xCyLM5gmbY-Qo2NmLUNIqiOAKaok/edit?usp=drivesdk

deleted-U06C7A8PVLJ
2024-12-27 11:20:48

Morning James. I would say Brittany but she isn't here today so I would say Jackson since he knows the process pretty well for other departments as well

deleted-U06C7A8PVLJ
2024-12-27 11:22:07

I do know some of the statuses myself as well however each department may use it slightly differently so I can only speak for the ones that I do know

deleted-U06C7A8PVLJ
2024-12-27 11:28:46

Here are the statuses for 22 of them @James Turner

Statuses Key.xlsx
deleted-U06C7A8PVLJ
2024-12-27 11:29:26

This is based on CLJ (Camp Lejeune data) and this was used in Reporting team department

James Turner (jturner@shield-legal.com)
2024-12-27 11:48:26

You are awesome ty

:headbanging_parrot: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2024-12-30 11:00:11

Good morning everyone ~ how was everyone's weekend?

deleted-U06C7A8PVLJ
2024-12-30 11:01:54

Good morning ! It went pretty fast but was chill how was everyone else's

deleted-U05496RCQ9M
2024-12-30 11:13:29

Twas good

deleted-U062D2YJ15Y
2024-12-30 11:13:53

boring

:cat_roomba_exceptionally_fast: deleted-U06C7A8PVLJ
😆 James Turner
deleted-U06GD22CLDC
2024-12-30 11:19:01

It was filled with mucus and tylenol

😷 deleted-U062D2YJ15Y
:octagonal_sign: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2024-12-30 11:52:22

Sorry to hear that David~ I'm out of office so give me a run down on here- what is everyone working on today?

I am fact checking and hopefully putting final touches on the lead pipeline for Ryan and Cam this morning.

deleted-U06C7A8PVLJ
2024-12-30 11:54:44

Case Type - Statuses Law Ruler - Updater Script

deleted-U06C7A8PVLJ
2024-12-30 11:56:35

*Thread Reply:* Also helping with Monday reports for Cameron that he wants every Monday

deleted-U06GD22CLDC
2024-12-30 11:56:08

Payroll

deleted-U06C7A8PVLJ
2025-01-02 09:56:25

Good morning team ☀️.

deleted-U06C7A8PVLJ
2025-01-02 09:56:45

I am going into a meeting with Ryan at 8:00 am as a friendly heads up. It is supposed to end at 10:00 am so if I am a little late to our 10 am daily meeting you already know why lol

✅ deleted-U062D2YJ15Y
👍 James Turner
James Turner (jturner@shield-legal.com)
2025-01-02 11:56:24

Hey all- @deleted-U06C7A8PVLJ please let me know when you're out, and whoever can, please let me know when @Anthony Soboleski is in. I want to have a longer (Sit down?) stand up today so I can catch up on whatever I may have missed while working remote

✅ deleted-U062D2YJ15Y
deleted-U06C7A8PVLJ
2025-01-02 11:58:22

Copy that should be wrapping up soon

James Turner (jturner@shield-legal.com)
2025-01-02 11:58:27

Sounds good!

deleted-U06C7A8PVLJ
2025-01-02 12:03:35

Okay be there in the team meeting in 2 mins

deleted-U062D2YJ15Y
2025-01-02 12:07:10

Sobo is here

James Turner (jturner@shield-legal.com)
2025-01-02 12:09:22

Cool OMW over

James Turner (jturner@shield-legal.com)
2025-01-03 11:49:18

Good morning everyone! I'm working on some coding stuff this morning and I'm locked in so no stand up from me today- I also went ahead and set it for every other day to better allow for us all to knock stuff out but keep each other updated

deleted-U06C7A8PVLJ
2025-01-03 11:53:09

Good morning ! Sounds like a plan ! Enjoy your coding adventures :typingcat:

deleted-U05496RCQ9M
2025-01-03 11:54:13

I'm not joining today, got campaigns to build.

⚒️ deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-01-06 10:29:00

Good morning Team. Happy Mondays ! A friendly heads up, I am in a scheduled meeting with Zek and Ryan til 10am-ish

deleted-U06C7A8PVLJ
2025-01-06 10:29:16

I will try my best to get to our 10 am on time

:meow_attention: deleted-U062D2YJ15Y, deleted-U06C7A8PVLJ
deleted-U06VDQGHZLL
2025-01-06 12:16:57

👋 Hi @here, hope everyone is doing well. Cheers to a great 2025!

deleted-U06VDQGHZLL
2025-01-06 12:17:50

Can I ask for an assist here...what is the agent # assigned to Lisa Baul?

deleted-U05496RCQ9M
2025-01-06 12:29:34

@deleted-U06VDQGHZLL it was 173!

:gratitude_thank_you: deleted-U06VDQGHZLL
deleted-U06VDQGHZLL
2025-01-07 17:31:24

@deleted-U05496RCQ9M wrapping up with monday.com now and we will re-add the subitems automation feature to our account. It was dropped automatically upon renewal for some reason.

deleted-U05496RCQ9M
2025-01-07 17:38:36

Thank you!! @deleted-U06VDQGHZLL

James Turner (jturner@shield-legal.com)
2025-01-08 14:00:13

Hey all' Heads up for if you accidently get spammed with emails; With projects coming in from multiple directions and the Holidays the Monday has gotten away from me a bit. I'm going to be attempting to rein that in today.

deleted-U06C7A8PVLJ
2025-01-08 14:32:15

Sounds good. Noted

deleted-U06VDQGHZLL
2025-01-09 14:13:49

@deleted-U05496RCQ9M I'm back on with monday.com now regarding subitem automations. You didn't lose previous subitems, right? Only lost the ability to use the feature now...

deleted-U05496RCQ9M
2025-01-09 14:14:17

Yes, none of our previous subitems got deleted

deleted-U05496RCQ9M
2025-01-09 14:14:30

I'm able to use them again

deleted-U06VDQGHZLL
2025-01-09 14:24:20

*Thread Reply:* @deleted-U05496RCQ9M I'm in the Open/Closed tracker looking to see the app name that was used to do the automations. Do you know the name?

deleted-U06VDQGHZLL
2025-01-09 14:24:48

*Thread Reply:* There is only 'Subitems Automations' in the marketplace, but not positive there aren't more that could have been used...

deleted-U05496RCQ9M
2025-01-09 14:25:00

*Thread Reply:* Not too sure! Brittany might know though! I think it’s Monday’s automations

deleted-U06VDQGHZLL
2025-01-09 15:06:07

*Thread Reply:* @deleted-U05496RCQ9M I think we have it back now. Please try

deleted-U05496RCQ9M
2025-01-09 15:08:43

*Thread Reply:* Yes, I can access them 🙂

deleted-U06VDQGHZLL
2025-01-09 15:09:01

*Thread Reply:* perfect! I'll ramp up the free plan back to the higher usage plan now

deleted-U06VDQGHZLL
2025-01-09 15:09:04

*Thread Reply:* thanks

deleted-U05496RCQ9M
2025-01-09 15:09:56

*Thread Reply:* Thank you!

James Turner (jturner@shield-legal.com)
2025-01-09 16:37:25

We are approved to move forward on FINALLY FIXING CASE NAMES

🤯 deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2025-01-09 16:37:52

Now begins the hard part, where we do the thing we have all wanted to do.

:cool_doge: deleted-U06C7A8PVLJ
deleted-U062D2YJ15Y
2025-01-09 17:44:37

Finally

James Turner (jturner@shield-legal.com)
2025-01-10 12:07:27

Hitting a flow on this code- is it alright with everyone if we push back to later today for sync?

👀 deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-01-10 12:33:18

That works with me

deleted-U06VDQGHZLL
2025-01-10 14:37:57

@here Hey, Tony mentioned that one of the recent campaigns was missing the HIPAA requirement at first, but has since been corrected. Which one was this?

deleted-U06VDQGHZLL
2025-01-10 14:49:04

it was the second occurrence of it where the call center channel wasn't informed that it was even needed.

deleted-U055HQT39PC
2025-01-10 14:51:34

We had that for Depo and most recently Oxbryta

deleted-U055HQT39PC
2025-01-10 14:51:39

@deleted-U06VDQGHZLL

deleted-U055HQT39PC
2025-01-10 14:52:02

9/10 Oxbryta HIPAAs signed

✅ deleted-U06VDQGHZLL
:gratitude_thank_you: deleted-U06VDQGHZLL
deleted-U06VDQGHZLL
2025-01-12 20:47:36

@here Hi All, just a short-notice heads-up that Cameron, Mark DiCello and Adam Levitt will be in tomorrow. I don’t think any actions require your attention, but some reporting items are top-of-mind for these visitors for resolution. Please just intend on keeping availability when/where you can tomorrow just in case. Thanks!

🙌 deleted-U062D2YJ15Y, James Turner
deleted-U06VDQGHZLL
2025-01-12 20:48:06

Aside from this, Meadow will be arriving Tuesday. I’ll keep you posted if I hear more details.

James Turner (jturner@shield-legal.com)
2025-01-13 12:09:24

Let's have our sync this afternoon- I understand we are all busy running around trying to get Fivenine ready, doing Monday payroll tasks, Getting the name change stuff ready ect

👀 deleted-U06C7A8PVLJ
deleted-U06GD22CLDC
2025-01-13 12:12:13

I am currently focused on payroll and will be until about 12

deleted-U05496RCQ9M
2025-01-13 12:13:00

I will be in the training room with the Screeners from 10:30 - 11:30 for AFFF-PFAS training

James Turner (jturner@shield-legal.com)
2025-01-17 15:40:23

Clergy Abuse - Laffey Bucci Kent - Shield Legal

:eyes_3d: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2025-01-27 13:06:21

Hey all' It is very important that we ensure this updates as new campaigns come in. It at minimum should have the A:E columns.

👀 deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2025-01-27 13:08:37

@deleted-U055HQT39PC Would it be possible to automate it to where the oldname and lrid column to update off what you have?

deleted-U06C7A8PVLJ
2025-02-03 12:04:54

Good morning team. Friendly heads up I am in a meeting with ryan so I probably won't be able to attend the 10 am meeting today. Sorry about that

James Turner (jturner@shield-legal.com)
2025-02-10 11:47:29

Hey all, I apologize for being so busy this last week. The complete rebuild of Ryan's financial log architecture is taking a heavy tax which has kept me in focus mode. I'm gonna cancel the standups for the next few weeks since I'm gonna be locked in on this for the forseeable future and won't have much opportunity to do things on the strat and ops side. That being said, don't hesitate to reach out if you have any questions or need any technical guidance on building solutions in the meanwhile!

👀 deleted-U06C7A8PVLJ
:cat_roomba_exceptionally_fast: deleted-U062D2YJ15Y
deleted-U06VDQGHZLL
2025-02-12 16:21:19

@deleted-U055HQT39PC @deleted-U062D2YJ15Y @deleted-U05496RCQ9M Head's up, we need to talk about intake interview setup and the approach. Cameron, Meadow, and Bailey Glasser had feedback and it may change a lot of the process. Free soon?

deleted-U05496RCQ9M
2025-02-12 16:22:23

Yes, we are free! Just let us know. I think Sobo is still doing interviews for the new auditor position, not sure when that is going to be done though

deleted-U055HQT39PC
2025-02-12 16:27:29

I’ll be there, Luis can do it

deleted-U06VDQGHZLL
2025-04-04 15:38:09

@here Please remove 489 Colin Davison from any manual reporting that might be necessary. LR, F9 and Slack are already disabled.

deleted-U06VDQGHZLL
2025-04-04 18:23:18

@here 562 and 553 can be removed as well. they are new trainees, so I'm not sure if they even would have been added yet, but...

👍:skin_tone_3: deleted-U05496RCQ9M
deleted-U06VDQGHZLL
2025-04-07 11:25:15

@here Tresea Gross (425) can be removed from any manual reporting.

deleted-U06VDQGHZLL
2025-04-07 11:26:45

@here Is LR running smoothly this morning? Any reports of latency or Send to Five9 problems?

deleted-U05496RCQ9M
2025-04-07 11:26:58

nothing as of this moment

deleted-U05496RCQ9M
2025-04-07 11:27:12

LR is working fine for now

🙌 deleted-U06VDQGHZLL
deleted-U06VDQGHZLL
2025-04-09 12:19:20

@here Sean Bondurant and Arnold Abbey (PD) can be removed from any manual reporting.

👍:skin_tone_3: deleted-U05496RCQ9M
deleted-U06VDQGHZLL
2025-04-09 12:21:00

@here Ana Plada from VSS/CSP is also NLE as of 4/7, but I did not report since I didn't think your reporting would have her included. Please let me know is VSS/CSP has any bearing on your stuff. Thanks!

deleted-U05496RCQ9M
2025-04-09 12:21:16

for my end, no!

deleted-U05496RCQ9M
2025-04-09 12:21:33

i only have intake agents and ASA

deleted-U05496RCQ9M
2025-04-09 12:21:49

Intake (screeners, closers, inbound)

deleted-U06VDQGHZLL
2025-04-09 12:22:03

@here One last round of folks for removal... • Aaron Edwards 444 • Alexandria Rowland 541 • Keliyah Grays 555

✅ deleted-U05496RCQ9M
deleted-U06C7A8PVLJ
2025-04-09 13:58:54

Hello team, Quick question — does anyone know who’s responsible for updating the Five9_source dataset, specifically the call_per_lead_data table? I’ve been working on pulling talk time data for Rose (the accountant), and now that I have a good understanding of where the data lives and what fields to use, I noticed the table hasn’t been updated since 3/18/2025. The latest call records only go up to 3/17/2025. I was planning to check with Dustin, but I heard he’s out today. Ideally, I’m looking to get the data updated through at least 4/01/2025 so I can include all of March’s call times. Ryan needs me to have this ready by tomorrow morning, and it’s already been delayed a few days due to the new Five9 process — between the learning curve and unexpected roadblocks like this, it’s been a bit of a challenge to get everything aligned. I do have a meeting with David K today regarding pulling Five9 reports, which could serve as a backup option — but if we can get this table updated, it would help streamline things and avoid a more manual process. Appreciate any insight — thank you! @here

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deleted-U06C7A8PVLJ
2025-04-09 14:00:05

I also have the SQL query build to pull the talk times so essentially once the table is updated then I can pull what I need for Rose.

deleted-U06VDQGHZLL
2025-04-09 14:01:45

@here Kristal Cobwell 557 can be removed from reports as well.

👍:skin_tone_3: deleted-U05496RCQ9M
deleted-U06VDQGHZLL
2025-04-09 14:03:11

@deleted-U06C7A8PVLJ and @James Turner we should consider in forecasting and performance reporting conversations how agents will appear (or not) once they are deactivated for long term tracking across different systems.

deleted-U06C7A8PVLJ
2025-04-09 14:04:09

*Thread Reply:* Noted. I shall add this into our project groupchat so that it doesn't get lost 🙌:skintone2:

deleted-U06VDQGHZLL
2025-04-09 14:08:27

*Thread Reply:* Oops, good call 🙂

🙌:skin_tone_2: deleted-U06C7A8PVLJ
James Turner (jturner@shield-legal.com)
2025-04-09 14:06:58

Once we get a list of all agents, and assign their PI to their unique agent identifier, we can add a column for active so it's as simple as turning them on off

👍 deleted-U06VDQGHZLL
James Turner (jturner@shield-legal.com)
2025-04-09 14:08:35

Any action with those agents will first check

For each agentid in Agenttable IF Agent XXX active_status = TRUE.. continue Else: skip

deleted-U06VDQGHZLL
2025-04-09 14:09:33

*Thread Reply:* The agent ID gets removed from LR activity logs when disabled though. I suppose that just means that as long as lr_data doesn't also change, we should still have it.

deleted-U06C7A8PVLJ
2025-04-09 14:38:23

Also, I wanted to share some feedback on the NewFin dashboard for James T When filtering by a specific date range and selecting a marketing source such as BLX, the dashboard is currently returning no data. However, when I run a query directly on the Five9_source dataset — specifically the call_per_lead_data table — I’m seeing 28 rows for that same date range and filter criteria. Just wanted to flag this as user feedback and open the door for a possible review or bug fix down the line. In my opinion, if the dashboard is intended to report on talk time, it might be worth considering a direct connection to the call_per_lead_data table, as it seems to house everything needed for those reports (excluding secondary interview data, which I know comes through RingCentral). Happy to help dig further if needed! 🙌:skintone2:

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deleted-U06C7A8PVLJ
2025-04-10 15:34:26

Update: I met with @deleted-U06GD22CLDC and @deleted-U062D2YJ15Y yesterday, and they walked me through how to pull talk times in Five9. Since Five9 reports don't currently include Law Ruler ID numbers, we've set up a temporary workaround: we'll use phone numbers from Law Ruler reports (specifically billable leads) to match entries between both systems. We created a custom Five9 template to streamline this process—now, I just need to input the billable phone numbers (from Law Ruler), and Five9 generates the corresponding talk times. We also discussed some current limitations in Five9: • Missing Law Ruler ID numbers in reports. • If a phone number appears across multiple campaigns, Five9 defaults to showing the most recent campaign's information. Additionally, we reviewed the call_per_lead_data table and recommended breaking it down further. This is to ensure we're accurately capturing "talk time" instead of "call time," and verifying other field values are correct. Once validated, we aim to use this table directly, eliminating the need for manual reports in the future. Finally, I successfully updated the talk time data in the database and handed it off to Ryan. Just wanted to keep everyone updated and highlight our interim solution until the BigQuery table and Newfin dashboard are fully ready! :catroombaexceptionally_fast:

deleted-U06VDQGHZLL
2025-04-15 16:08:44

@here Please remove Stacey Andrade (375) and Trevor Harris (583) from any manual reporting that is necessary. Trevor is new and likely not in any yet.

👍:skin_tone_3: deleted-U05496RCQ9M
:batt: deleted-U062D2YJ15Y
deleted-U06C7A8PVLJ
2025-04-15 16:37:02

Hi team. Ryan is asking me to switch some of the case types in PGadmin from paraquat 12 to paraquat 13 that was signed yesterday. I ran a query and majority of them were changed to paraquat 13 in law ruler except this one. I wanted to see if we can change this client in Law Ruler to paraquat 13 case type so I can update that in PGAdmin side for the dashboard to be accurate. @deleted-U055HQT39PC If you can help assist that would be greatly appreciate since Cam said tony and team was changing it (not sure if you were or if Luis was changing those or someone else)

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deleted-U06VDQGHZLL
2025-04-16 16:07:47

@here Please remove Misty Krunglevich (573) and Peggie Gentry (585) from any manual reporting that is necessary.

deleted-U06VDQGHZLL
2025-04-21 15:50:28

@here the following folks can be removed from any manual reporting... • Victor Gibbons 478 • Dmitri Cherry 505 • Melissa Gagne 507 • Brandon Browne 550 • Cody Myers 171 • Carla McGill 561 • Thaddeus Bennett 581

👀 deleted-U05496RCQ9M
deleted-U06VDQGHZLL
2025-04-22 13:30:41

@here FYI while Law Ruler and I have been communicating about platform performance, I had Branden take a look at the actively being worked on forms. He made a change to the Drax form, but corrected it. Wanted to share in case anyone saw anything funky for a moment there.

:eyes_3d: deleted-U06C7A8PVLJ
deleted-U05496RCQ9M
2025-04-22 13:31:30

@deleted-U06VDQGHZLL I'm working on the Drax PFS right now, is there anything i need to look out for?

deleted-U06VDQGHZLL
2025-04-22 13:33:44

*Thread Reply:* @deleted-U05496RCQ9M Nope, it was just a character add, then removal to see the poor functionality.

deleted-U05496RCQ9M
2025-04-22 13:33:57

*Thread Reply:* gotcha!

deleted-U055HQT39PC
2025-04-22 13:38:31

@deleted-U06VDQGHZLL Automations are also triggering slowly. I'm looking at something for Megan and it took about 16 minutes to schedule the email send, then about 30 to actually send

deleted-U06VDQGHZLL
2025-04-22 13:46:21

*Thread Reply:* Thanks @deleted-U055HQT39PC I escalated

✅ deleted-U055HQT39PC
deleted-U06VDQGHZLL
2025-04-22 13:46:25

*Thread Reply:* this

deleted-U06VDQGHZLL
2025-04-22 14:32:11

@deleted-U055HQT39PC and @deleted-U05496RCQ9M I can get LR on Zoom at 1:30, but I may only be able to be there for part of it. Are you two ok to join with BRanden and show our current pain points?

deleted-U05496RCQ9M
2025-04-22 14:32:47

@deleted-U06VDQGHZLL We'll be there

🙌 deleted-U06VDQGHZLL
deleted-U06VDQGHZLL
2025-04-22 14:33:31

Ok, you should have an invite now from LR Support

deleted-U05496RCQ9M
2025-04-22 14:34:52

Thank you!

deleted-U06VDQGHZLL
2025-04-28 17:24:11

@here the following folks can be removed from any manual reporting... • Melissa Parsons 441 • Kenya Spalding 516 • Cleo Morris 457 • Jerome Kendrick 477 • Trina Young 524 • Sinclair Garvin 338

deleted-U055HQT39PC
2025-04-28 18:00:36

@deleted-U062D2YJ15Y this applies to that thing we print out

🙌 deleted-U062D2YJ15Y
deleted-U06VDQGHZLL
2025-05-05 12:24:07

@deleted-U055HQT39PC @deleted-U062D2YJ15Y I signed the service order from Five9 this morning to add 5 concurrent users to our Supervisor licenses. Support should have them added within a few hours at the latest, but if anyone complains that they are getting an error due to too many folks logged in, let me know, please.

🙌 deleted-U062D2YJ15Y, deleted-U055HQT39PC
deleted-U062D2YJ15Y
2025-05-05 12:25:32

@deleted-U06VDQGHZLL Will do.

deleted-U06VDQGHZLL
2025-05-06 12:16:26

@deleted-U055HQT39PC Secondary interview questions for Meadow AZ were changed on 4/28 and Integrations was not notified. Need to talk about this when you get in. Dustin is sending the log of changes.

deleted-U06VDQGHZLL
2025-05-06 12:16:39

@deleted-U055HQT39PC Secondary interview questions for Meadow AZ were changed on 4/28 and Integrations was not notified. Need to talk about this when you get in.

deleted-U06VDQGHZLL
2025-05-06 12:16:56

@deleted-U055HQT39PC Secondary interview questions for Meadow AZ were changed on 4/28 and Integrations was not notified. Need to talk about this when you get in. Dustin is sending the log of changes.

deleted-U055HQT39PC
2025-05-06 12:19:05

@deleted-U06VDQGHZLL I'm in the office. We typically do not update integrations for SEC/PFS stuff.

deleted-U055HQT39PC
2025-05-06 12:19:49

Are they doing integrations on SEC/PFS campaigns? Or just specific ones like Meadow AZ

deleted-U06VDQGHZLL
2025-08-12 17:55:48

@deleted-U06VDQGHZLL has left the channel