deleted-U06C7A8PVLJ
2025-06-05 16:13:29

Hi team, Nick M asked me to loop you in regarding the potential creation of new case types specifically for clients associated with DeMayo, as this impacts our financial reporting. Last Friday, Dave from Flatirons provided me with a list of DeMayo clients for Paraquat and Hair Relaxer. I was able to identify these clients and will post that .xlsx report shortly. To handle the Flatirons financials correctly, these leads would need to be moved from their current Law Ruler case types into newly created ones (e.g., "Paraquat – DeMayo – Shield Legal" or "Hair Relaxer – DeMayo – Shield Legal"). Additionally, as some original case types involve different partnerships (like Ben Crump Law), it might make sense to create four distinct case types—two involving BCL and two without BCL (as Nick M suggested). The attached report includes a column titled "Do We Have An Intake For This Client?": • "Yes" means we created and conducted the intake. • "No" means we did not create the intake, as it was provided by the firm, and our role is limited to secondary services or follow-up milestones.

Matched DaMayo Clients.csv
deleted-U06C7A8PVLJ
2025-06-05 16:16:04

Please let me know if this makes sense. Ideally, we'd want these new case types set up by Monday, if possible, so they can be included in my next weekly Flatirons financial report. If the new case types won't be ready by Monday but will be implemented in Law Ruler soon, I can temporarily hard-code these adjustments into my upcoming report. Moving forward, this manual step won't be necessary once the new case types are in place. I’m also available to pop by and explain this in greater detail if that helps!

slackbot
2025-06-05 16:20:52

@Mark Maniora has been added to the conversation by Greg Owen.

Greg Owen (gregowen@shield-legal.com)
2025-06-05 16:21:14

@Mark Maniora You will need to create these new case types in LP

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-05 16:21:29

@Nicholas McFadden has joined the conversation

Ryan (ryan@themedialab.agency)
2025-06-05 16:21:29

@Ryan has joined the conversation

Zekarias Haile (zhaile@shield-legal.com)
2025-06-05 16:21:29

@Zekarias Haile has joined the conversation

deleted-U06C7A8PVLJ
2025-06-05 16:22:17

Adding in others into this chat since it will involve the creation of a few case types and moving some leads around so I want to ensure everyone is on the same page to ensure everything goes smoothly for this request from Flatirons

Mark Maniora (markmaniora@shield-legal.com)
2025-06-05 16:26:07

ok. So this is just for financial tracking? or do leads need to post to LawRuler? @deleted-U06C7A8PVLJ @Nicholas McFadden

Mark Maniora (markmaniora@shield-legal.com)
2025-06-05 16:26:46

or are leads going to be changed to the new case types in LawRuler?

deleted-U06C7A8PVLJ
2025-06-05 16:27:58

@Mark Maniora Yes this is for financial tracking. We would be moving leads from a case type into these "newly created" case types that are DeMayo only

deleted-U055HQT39PC
2025-06-05 16:29:42

@deleted-U055HQT39PC has joined the conversation

Mark Maniora (markmaniora@shield-legal.com)
2025-06-05 16:30:13

@deleted-U055HQT39PC Can you take a look at this and create the new LR case types so I can create everything in Leadspedia?

deleted-U055HQT39PC
2025-06-05 16:30:45

Sure, what are the names of the case types

deleted-U06C7A8PVLJ
2025-06-05 16:31:17

In the .csv, I have a column called LRCaseType, and it appears that some of these clients are listed under secondary cases (which means we'll need to create new leads for them since the Flatirons Benchmark Cameron and Dave sees are for intakes only). Additionally, some of those law ruler leads involve BLX/Crump, while others involve Dicello by themselves. @Nicholas McFadden suggested it might be beneficial to separate these case types based on firm/counsel to simplify the financial reporting that @Zekarias Haile, @Ryan, and I handle in the database. This is just a suggestion, though—we can discuss and structure it in whichever way makes the most sense for everyone.

Mark Maniora (markmaniora@shield-legal.com)
2025-06-05 16:41:08

@deleted-U055HQT39PC

Hair Relaxer PFS - DeMayo Paraquat - DeMayo - Dicello Filing Project Hair Relaxer Cancer - Crump/DeMayo - BLX Hair Relaxer Cancer - Crump/DeMayo - Shield Legal Hair Relaxer Cancer - DeMayo - Shield Legal Paraquat 1 - DeMayo - Shield Legal Paraquat 5 - DeMayo - Shield Legal Paraquat 7 - DeMayo - Shield Legal Hair Relaxer Cancer - DeMayo - BLX Hair Relaxer Cancer - DeMayo - Shield Legal

deleted-U06C7A8PVLJ
2025-06-05 16:45:46

*Thread Reply:* So after talking with @Mark Maniora, it should simply just be a clone of the case types to the left column and to the right column is what they should be called. (Same thing as what Mark posted but I am including the original case types to it)

image.png
deleted-U06C7A8PVLJ
2025-06-05 16:45:49

*Thread Reply:* @deleted-U055HQT39PC

Mark Maniora (markmaniora@shield-legal.com)
2025-06-05 16:41:23

@deleted-U055HQT39PC

Hair Relaxer PFS - DeMayo - Shield Legal Paraquat - DeMayo - Dicello Filing Project Hair Relaxer Cancer - Crump/DeMayo - BLX Hair Relaxer Cancer - Crump/DeMayo - Shield Legal Hair Relaxer Cancer - DeMayo - Shield Legal Paraquat 1 - DeMayo - Shield Legal Paraquat 5 - DeMayo - Shield Legal Paraquat 7 - DeMayo - Shield Legal Hair Relaxer Cancer - DeMayo - BLX Hair Relaxer Cancer - DeMayo - Shield Legal

Mark Maniora (markmaniora@shield-legal.com)
2025-06-05 16:41:46

@deleted-U055HQT39PC

Hair Relaxer PFS - DeMayo Paraquat - DeMayo - Dicello Filing Project Hair Relaxer Cancer - Crump/DeMayo - BLX Hair Relaxer Cancer - Crump/DeMayo - Shield Legal Hair Relaxer Cancer - DeMayo - Shield Legal Paraquat 1 - DeMayo - Shield Legal Paraquat 5 - DeMayo - Shield Legal Paraquat 7 - DeMayo - Shield Legal Hair Relaxer Cancer - DeMayo - BLX Hair Relaxer Cancer - DeMayo - Shield Legal

deleted-U055HQT39PC
2025-06-05 17:15:37

@deleted-U06C7A8PVLJ when you get a chance can you come by please

deleted-U06C7A8PVLJ
2025-06-05 17:42:56

*Thread Reply:* @deleted-U055HQT39PC Yes. @Nicholas McFadden When possible lets get together with @deleted-U055HQT39PC since he has a great suggestion that may work instead of creating new case types

deleted-U04GZ79CPNG
2025-06-05 17:42:28

@deleted-U04GZ79CPNG has joined the conversation

deleted-U055HQT39PC
2025-06-06 16:37:10

@here Hair Relaxer Cancer - DL - BCL - DeMayo Flatirons - BLX Hair Relaxer Cancer - DL - BCL - DeMayo Flatirons - Shield Legal Hair Relaxer Cancer - DL - DeMayo Flatirons - Shield Legal Paraquat 1 - DL - DeMayo Flatirons - Shield Legal Paraquat 5 - DL - DeMayo Flatirons - Shield Legal Paraquat 7 - DL - DeMayo Flatirons - Shield Legal Hair Relaxer Cancer - DL - DeMayo Flatirons - Shield Legal Hair Relaxer Cancer - DL - DeMayo Flatirons - Shield Legal

✅ Mark Maniora
deleted-U055HQT39PC
2025-06-06 16:37:50

:flag_yt:

deleted-U06C7A8PVLJ
2025-06-06 16:43:12

Got them @deleted-U055HQT39PC you may clear the spreadsheet

deleted-U06C7A8PVLJ
2025-06-06 16:43:17

thank you

deleted-U04GZ79CPNG
2025-06-06 16:44:48

mayo

:flag_yt: deleted-U055HQT39PC, deleted-U06C7A8PVLJ, Nicholas McFadden
🤣 deleted-U06C7A8PVLJ, Nicholas McFadden
deleted-U055HQT39PC
2025-06-06 16:46:10

cinco de mayo

🤣 deleted-U06C7A8PVLJ, Nicholas McFadden
deleted-U06C7A8PVLJ
2025-06-06 16:56:36

On the BigQuery table I added all the DeMayo clients on there (Called AllDeMayoClients) and I included the OLD and NEW case type names for these leads as well. I am going to leave the 8 clients who doesn't have an intake as null / blank til we actually create those intake profiles but otherwise I have it tracked into our database. Posting for reference purposes. #HappyCincoDeMayo

deleted-U04GZ79CPNG
2025-06-06 17:13:33

I will be creating the CSVs to give the import wizard to change the case types and create the missing intakes

🙌:skin_tone_2: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-06 17:21:07

Thank you @deleted-U04GZ79CPNG

deleted-U04GZ79CPNG
2025-06-09 15:03:53

@here Imports are complete

🙌:skin_tone_2: deleted-U06C7A8PVLJ
👏:skin_tone_2: Mark Maniora
deleted-U06C7A8PVLJ
2025-06-09 15:04:50

Woot Woot 🙌:skintone2: Thank you @deleted-U04GZ79CPNG for using the import wizard :malemage::skintone_2:🪄 to help assist

deleted-U04GZ79CPNG
2025-06-09 15:06:37

Report with lead IDs for the newly created intake placeholder files

Demayo_New_Intake_IDs-Custom Report-2025-06-09.xlsx
🙌:skin_tone_2: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-09 15:07:39

*Thread Reply:* Thank you ! I shall add this stuff to the DeMayo BigQuery table so that it also lives there. 🙌:skintone2:

deleted-U06C7A8PVLJ
2025-06-09 15:07:53

*Thread Reply:* I'll do that when performing the reconciliation for other leads for same client

deleted-U04GZ79CPNG
2025-06-09 15:08:09

*Thread Reply:* I did not update the statuses on the ones who just had a case type change since we did the intake and it was not a 3rd party

deleted-U06C7A8PVLJ
2025-06-09 15:08:40

*Thread Reply:* That does make sense. Thanks for the heads up since that is a good catch

deleted-U04GZ79CPNG
2025-06-09 15:09:19

*Thread Reply:* Getting you a report for those now for your records

:gratitude_thank_you: deleted-U06C7A8PVLJ
🙌:skin_tone_2: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-09 16:09:39

*Thread Reply:* Also do we know if those milestones for the 8 intakes we had to create (since DL did those intakes) if the milestones from the secondaries transferred over into the intake side? Since if not I think we may need that info transferred into the intake if possible @deleted-U04GZ79CPNG 🙏:skintone2:

deleted-U04GZ79CPNG
2025-06-09 16:11:36

*Thread Reply:* I have not done so yet, I have to fight with stamps.com all day until I print 162 envelopes one at a time

😅 deleted-U06C7A8PVLJ
deleted-U04GZ79CPNG
2025-06-09 16:13:05

*Thread Reply:* @deleted-U06C7A8PVLJ please reach out to Olivia regarding this project and identifying the secondary interviews. I will let her know

deleted-U06C7A8PVLJ
2025-06-09 16:13:52

*Thread Reply:* That makes sense. No worries. I shall reach out to Olivia if that is the case 🙂 I appreciate the help 🙌:skintone2:

deleted-U04GZ79CPNG
2025-06-09 16:14:25

*Thread Reply:* I gave her a heads up. Can you provide the client list you need matches for?

deleted-U06C7A8PVLJ
2025-06-09 16:15:20

*Thread Reply:* Sure let me take a look. One moment

deleted-U06C7A8PVLJ
2025-06-09 16:20:40

*Thread Reply:* Okay I will need to reconcile / check lead by lead so I shall have that report for her by tomorrow since I am just wrapping up with some flatirons things. She said that is okay as an update

deleted-U04GZ79CPNG
2025-06-09 16:24:59

*Thread Reply:* ?? She should just need the intake IDs and their PII and she can find the secondaries

deleted-U06C7A8PVLJ
2025-06-09 16:27:10

*Thread Reply:* Ah I see. You are saying she can help assist with finding the secondaries. If that is the case then I can supply that lol. Thanks for the clarity

deleted-U04GZ79CPNG
2025-06-09 16:31:31

*Thread Reply:* I sent her the two reports from earlier

deleted-U06C7A8PVLJ
2025-06-09 16:32:34

*Thread Reply:* Thank you @deleted-U04GZ79CPNG

deleted-U04GZ79CPNG
2025-06-09 15:12:27

Report with clients whose case types were changed

Demayo_changed_case_types-Custom Report-2025-06-09.xlsx
🙌:skin_tone_2: deleted-U06C7A8PVLJ
:gratitude_thank_you: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-10 13:23:19

*Thread Reply:* @Zekarias Haile I double checked these and they are all in Demayo case types in TIP's dashboard. Changes were made yesterday and I double checked today and they are all (130 leads) demayo

🙌 deleted-U04GZ79CPNG
Ryan (ryan@themedialab.agency)
2025-06-09 15:49:12

@Zekarias Haile , you good to ensure SL matches?

Zekarias Haile (zhaile@shield-legal.com)
2025-06-09 15:56:23

*Thread Reply:* yes, I will start working on that.

deleted-U06C7A8PVLJ
2025-06-09 16:44:17

*Thread Reply:* @Zekarias Haile I updated those from TIP's database (all 130 leads) so you should be fine from my end

🙏:skin_tone_3: Zekarias Haile
Zekarias Haile (zhaile@shield-legal.com)
2025-06-09 16:45:29

*Thread Reply:* Thanks!

deleted-U04GZ79CPNG
2025-06-10 13:32:47

I have updated the benchmark to have tables for the Demayo clients. I am about to pull a report with them. @deleted-U06C7A8PVLJ I will send it to you after so you can run it in your code

deleted-U06C7A8PVLJ
2025-06-10 13:34:06

*Thread Reply:* Thank you @deleted-U04GZ79CPNG I appreciate the help 🙌:skintone2:

deleted-U06C7A8PVLJ
2025-06-10 16:30:45

*Thread Reply:* If they are included in the benchmark, would I be right to assume they should also pop up tomorrow? If that is the case, I can simply just copy those values from there if it makes it easier for you @deleted-U04GZ79CPNG

deleted-U04GZ79CPNG
2025-06-10 16:31:56

*Thread Reply:* I had to redo the benchmark for them to show up tomorrow

deleted-U04GZ79CPNG
2025-06-10 16:32:04

*Thread Reply:* I forgot to pull it after I set it up

deleted-U04GZ79CPNG
2025-06-10 16:32:14

*Thread Reply:* I can pull and send now

deleted-U06C7A8PVLJ
2025-06-10 16:32:39

*Thread Reply:* Oh okay. If it makes it easier on you, I can copy it from tomorrows report. I appreciate the help on this once again !

deleted-U04GZ79CPNG
2025-06-10 16:33:23

*Thread Reply:* Ok, that works for me

deleted-U04GZ79CPNG
2025-06-10 16:33:28

*Thread Reply:* I am trying to finish up something for Cameron

deleted-U06C7A8PVLJ
2025-06-10 16:35:35

*Thread Reply:* Sounds good. Once again ty for your help and your teams help on this. 🙏:skintone2:

deleted-U04GZ79CPNG
2025-06-16 14:25:52

@here There are no questions in the new Demayo campaigns. Are we going to copy over the intake questions for each of the campaigns?

deleted-U06C7A8PVLJ
2025-06-16 14:26:49

Ideally I would think that would be best since they do want to see the "milestones" along with other fields

deleted-U06C7A8PVLJ
2025-06-16 14:27:00

Ideally I would think that would be best since they do want to see the "milestones" along with other fields

deleted-U055HQT39PC
2025-06-16 14:27:26

@deleted-U04GZ79CPNG I'll add those now

deleted-U04GZ79CPNG
2025-06-16 14:27:47

Yeah, I would need at least the CSP Only tab copied in to be able to fill out the milestones. We provide reporting for the Flatirons intakes on Mondays

deleted-U04GZ79CPNG
2025-06-16 14:28:03

@deleted-U055HQT39PC No rush if you're still working on the Michigan stuff

deleted-U04GZ79CPNG
2025-07-09 15:02:02

@here In case you haven't though of Demayo in a while, I wanted to talk about secondary interviews! I think we need to identify all of their secondaries and make sure they are updated to the correct Flatirons secondary case type. @deleted-U06C7A8PVLJ do you have these identified already? I think you did for some of them at least

deleted-U06C7A8PVLJ
2025-07-09 15:12:08

This is all the data I have for it. I did not get the chance to identify all the secondaries but was able to find some.

DeMayo.csv
deleted-U06C7A8PVLJ
2025-07-09 15:12:11

@deleted-U04GZ79CPNG

deleted-U04GZ79CPNG
2025-07-09 15:13:14

Thank you! This will be a helpful starting point

deleted-U06C7A8PVLJ
2025-07-09 15:15:11

You're welcome ! & Thank you for checking up on this. If you need me to find those I can find them tomorrow or Friday. I am being advised on a rush order for dashboard so that has my main priority.

deleted-U04GZ79CPNG
2025-07-09 15:18:13

No worries, I will coordinate with Alan to get the secondary files updated to the correct case types

deleted-U04GZ79CPNG
2025-07-09 15:18:46

I wanted to notify everyone that I was working on that and see if you had anything that would be helpful

deleted-U06C7A8PVLJ
2025-07-09 15:24:22

I appreciate the assistance and the clear communication 🙌

:headbanging_parrot: deleted-U04GZ79CPNG