Hello. The messages below will be regarding Bard PowerPort Bay Point Simmons.
There is a possibility that they are counting some of our test leads in their finals. That would account for 3 of the 4 in the original discrepancy of their 308 vs our 304. I am still searching to find the fourth
Thanks Jackson. Get with @deleted-U06C7A8PVLJ if we need to mark billable status changes TIP dashboard once LawRuler is confirmed accurate.
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@deleted-U06C7A8PVLJ has been added to the conversation by Ryan Vaspra.
There is a discrepancy of 17 replacement requests that the firm has not communicated yet.
When they get processed in Law Ruler, we do declines and status changes together every day. So we’ll get them when LR is up-to-date.
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@deleted-U04R23BEW3V questions
@Cameron Rentch those highlighted leads are replacement requests that they’ve communicated to us but have not been approved. The remaining 17 have not been communicated to my knowledge.
@deleted-U04R23BEW3V it appears that all but one of the highlighted retiurn request have declined, correct?
@Cameron Rentch the highlighted ones are still pending approval to be declined. As of right now, they are being counted as finals. Their communications about the reason behind the replacement requests have been vague, so I’ve been reviewing the calls from each file as they’ve been sent to us. Thus far, I haven’t found any calls that would indicate that the clients don’t meet criteria.
@deleted-U04R23BEW3V the Humphrey lead on the sheet appear that is was/should be apprvoed based on our notes?
@Cameron Rentch the Humphrey lead is the most recent request from them. It came from an email sent 1/26/25. The email came with a spreadsheet attached that I’ve linked below. It details in the last column the reason behind the request. I haven’t received any other communications that detail reasons for requests. The other spreadsheet I’ve received is attached below as well. It does not provide any details.
@deleted-U04R23BEW3V our notes in column I indiocate Himphrey is DQ, right?
@here I will be declining the Bard Powerport Bay Point Simmons files that are not highlighted in the sheet below. The files being declined are clients who did not have a Bard Powerport implant. Bard PowerPort Bay Point Simmons
@deleted-U04R23BEW3V, update in LR and @deleted-U06C7A8PVLJ will get them declined in our normal daily routine. Ty!
Perfect! I'll notify Edward once my part is done. Thank you!
@here I have 6 Bailey Glasser IL Juv Hall files that are going to be overturned from Final/Re-triggered to Decline. I will list the lead ID's below 688724 682875 685156 685542 684439 688586
*Thread Reply:* Thank you @deleted-U04R23BEW3V If they are marked in LR as Signed & DECLINED today; in the morning I will catch those thru our pipeline and those will get updated first thing tomorrow morning as a daily task of mine 🙂
*Thread Reply:* Sounds good! I'll let you know once all of the statuses have been updated