Craig Smith (craig@brandlytics.io)
2025-01-03 11:12:00

@Malissa @Greg Owen Malissa and Greg, can you help with this request from Bay Point: ——

Craig,

Can you please send a lifetime report for both PowerPort and Sexual Abuse delivered as part of our Campaigns. Also, please indlude those that have been “Returned” – we want to perform a full reconciliation of what we have in our Case Management System and the Clients know here.

Sean Kelly Bay Pojnt

👍 Greg Owen
Craig Smith (craig@brandlytics.io)
2025-01-03 13:14:41

@Malissa @Greg Owen Thank you for sending this! Could you also let me know what spend we have remaining for Bay Point on both of these (Bard PP and IL Juv Hall).

Malissa (malissa@shield-legal.com)
2025-01-03 13:22:41

@Craig Smith yeah Greg rocks!

Bard PP we have $9,000 IL Juv we have $152,400

Craig Smith (craig@brandlytics.io)
2025-01-03 16:10:42

@Malissa @Greg Owen Question here from Sean at Bay Point. I’ll email as well so you can see the info better:

——— Craig

Do these reports include any “Returned” ?

I am not showing (22) that we have in a Returned stage on our side for PowerPort and then I don’t show the below Cases (10) Cases in your report that we show on our side and currently in a “Delivered” stage.

Can you please review and confirm with your team.

First Name Last Name Matter Type Stage Phone VL Email Matter Created Time Handling Firm Name Intake Vendor Robert Stewart PowerPort Delivered n/a robertstewart7966@gmail.com
12/30/2024 Simmons Hanly Conroy Shield Legal Beatrice Howington PowerPort Delivered n/a angelhowfr69@gmail.com
12/19/2024 Simmons Hanly Conroy Shield Legal Jesse Rivera PowerPort Delivered n/a jesserivera1@gmail.com
12/18/2024 Simmons Hanly Conroy Shield Legal Markee Webb PowerPort Delivered n/a keebeez2011@gmail.com
12/16/2024 Simmons Hanly Conroy Shield Legal Jamal Thompson PowerPort Delivered n/a roadsideassistance2306@gmail.com
12/12/2024 Simmons Hanly Conroy Shield Legal Mary Porter PowerPort Delivered n/a westporterm65@gmail.com
12/10/2024 Simmons Hanly Conroy Shield Legal Keith Kram PowerPort Delivered n/a kjkram@ymail.com 12/09/2024 Simmons Hanly Conroy Shield Legal Yvette Merriweather PowerPort Delivered n/a Mjuicebox1122@aol.com
12/09/2024 Simmons Hanly Conroy Shield Legal Antoine Myles Jr PowerPort Delivered n/a Myles3521@gmail.com
12/06/2024 Simmons Hanly Conroy Shield Legal Michelle Zanders PowerPort Delivered n/a michellezander8@gmail.com
11/26/2024 Simmons Hanly Conroy Shield Legal

Craig Smith (craig@brandlytics.io)
2025-01-06 13:41:33

@Greg Owen Could you give me a call when you have a minute, I have a question on Bay Points Bard campaign….

Greg Owen (gregowen@shield-legal.com)
2025-01-06 13:52:01

@Craig Smith Just tried you 3 times. Each time it said my call couldn't be completed as dialed.

Craig Smith (craig@brandlytics.io)
2025-01-06 14:58:15

@Greg Owen hmmm, what is your direct number?

Greg Owen (gregowen@shield-legal.com)
2025-01-06 19:19:29

@Craig Smith we are at 100% for Bard Power Port. Are they going to renew?

Craig Smith (craig@brandlytics.io)
2025-01-06 20:39:07

@Cameron Rentch hope so. Cam informed me price is going up so I’ll tell them tomorrow

Craig Smith (craig@brandlytics.io)
2025-01-08 11:02:20

@Greg Owen @Malissa I'm waiting to hear back from Bay Point on both campaigns (Bard PP and IL Juv Hall). I notified them that Bard pricing is going up a bit. I know we are at budget so hoping to hear back ASAP. I'll keep you both posted. Thx!

👍 Greg Owen
Craig Smith (craig@brandlytics.io)
2025-01-08 15:44:52

@Greg Genson @Malissa Bay Point will let me know on Bard by Monday

👍 Malissa
Craig Smith (craig@brandlytics.io)
2025-01-29 12:35:47

@Malissa @Greg Owen Can you tell me the total billable number of signed retainers (thru yesterday) that Bay Point has on Bard PowerPort?

Malissa (malissa@shield-legal.com)
2025-01-29 12:41:59

as of EOD yesterday, they had 297. They've gotten 3 more so far today and are at 300

Craig Smith (craig@brandlytics.io)
2025-01-29 12:48:46

Thx!

Craig Smith (craig@brandlytics.io)
2025-01-29 14:42:23

@Malissa @Greg Owen Bay Point replied, they will wire the $250k for IL Juv Hall either friday or monday at latest. Please keep that campaign rollin’!

👍 Malissa
Craig Smith (craig@brandlytics.io)
2025-01-30 16:50:12

@Greg Owen @Malissa For Bay Point Bard PP campaign, they were at $734K spend at the end of the day yesterday. Just making sure we don't go over, they only have $750k total (so like 6 signed retainers left after yesterday).

Greg Owen (gregowen@shield-legal.com)
2025-01-30 17:00:18

@Craig Smith We are still good. They have $15,200 left

👍 Craig Smith
Greg Owen (gregowen@shield-legal.com)
2025-02-03 18:44:55

@Craig Smith we are at cap for Bay Point - Bard. Retainer has been pulled.

Craig Smith (craig@brandlytics.io)
2025-02-03 18:50:58

@Greg Owen Greg, thanks for letting me know! Hopefully they get more funding and get it back going in a couple of months. I'll keep everyone posted.

Craig Smith (craig@brandlytics.io)
2025-02-18 16:26:39

@Greg Owen @Malissa I could use your help on Bay Point. They have an audit request for all campaigns they invested with us in 2024. Could you provide me with Campaign Names, Investment Date and Amount of Funds provided for each? I have a good idea but want to make sure before I submit to them. Call with any questions. Thx!

Malissa (malissa@shield-legal.com)
2025-02-18 16:31:04

Hi @Craig Smith. Sorry i missed your original message.

Bard PowerPort - 8/19/24 - $750,000 total IL Juv Hall - 10/21/24 - $800,000 total PFAS - 6/20/24 - $500,000 total

Greg Owen (gregowen@shield-legal.com)
2025-02-18 16:34:39

@Craig Smith If you need further breakdown, here are the dates and payments amount for each campaign:

Bard: $150,000 8/19/2024 $200,000 9/30/2024 $300,000 11/14/2024 $100,000 1/22/2025

IL Juv: $250,000 10/21/2024 $300,000 11/22/2024 $250,000 2/4/2025

PFAS: $500,000 6/20/2024

Malissa (malissa@shield-legal.com)
2025-02-18 16:35:16

@Greg Owen gets an A+. i get a C-. 😂

😂 Craig Smith
Craig Smith (craig@brandlytics.io)
2025-02-18 17:22:16

Thank you BOTH for all the help you provide!

Craig Smith (craig@brandlytics.io)
2025-02-24 11:45:43

@Malissa @Greg Owen For Bay Point IL Juv Hall, what is their remaining budget?

Malissa (malissa@shield-legal.com)
2025-02-24 11:47:13

They're 2 away from cap. I don't have the exact number at the moment because i'm doing a hot audit

Malissa (malissa@shield-legal.com)
2025-02-24 11:47:18

greg is on vacation

Craig Smith (craig@brandlytics.io)
2025-02-24 12:09:48

Thanks Malissa!

Greg Owen (gregowen@shield-legal.com)
2025-03-05 11:41:30

@Craig Smith Hey Craig, It looks like we had a few Bay Point - Bard Power Port retainers drop off as declines. This has now left them with $36,800 remaining for the campaign, Would they like to start the campaign back up to fulfill the order? We can get about 15 more signups at current pricing of $2,400/per.

Craig Smith (craig@brandlytics.io)
2025-03-06 09:45:29

@Greg Owen Yes Greg, please fulfill those 15

Craig Smith (craig@brandlytics.io)
2025-03-28 10:52:33

@Malissa @Greg Owen For Adair on PA, could you please send me full details to share with Brian, including all intake questionnaire data. Thx!

👍 Greg Owen
Greg Owen (gregowen@shield-legal.com)
2025-03-28 11:00:14

@Craig Smith

Lakin_AFG_PA_Juv_Hall-Custom Report-2025-03-28.xlsx
Craig Smith (craig@brandlytics.io)
2025-03-28 12:33:59

thank you!

Craig Smith (craig@brandlytics.io)
2025-04-04 20:02:19

@Greg Owen @Malissa Greg, could you please check the math on Bay Point and IL Juv Hall. I just emailed you as well. I think they have only provided $1.1 mil on IL Juv, not $1.35mil. So they would have $236k balance or so, not $486k

Malissa (malissa@shield-legal.com)
2025-04-04 20:11:00

I have 1.35 recorded for that campaign. They did send extra $$ for it recently

Craig Smith (craig@brandlytics.io)
2025-04-04 20:12:21

@Malissa ok. then curious, why did we ask for that last $300k if they had not exhausted the previous amount?

Malissa (malissa@shield-legal.com)
2025-04-04 20:13:09

I’m not remembering. I’d have to dig. I’m out walking my potato right now

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2025-04-07 12:29:40

@Malissa When you have time can you look into this? When did they send the last payment? It must have been $250k

Malissa (malissa@shield-legal.com)
2025-04-07 12:43:42

Wait i'm confused now. Maybe i need more coffee. is it $250 or $300 lol. I have to go through some logs.

Craig Smith (craig@brandlytics.io)
2025-04-07 12:44:34

@Malissa not sure, just let me know the last time we received $ from them and what amount

Malissa (malissa@shield-legal.com)
2025-04-07 12:45:05

k let me dig. might take me a bit because i need to check with accounting.

Malissa (malissa@shield-legal.com)
2025-04-07 13:07:55

ok @Craig Smith it was a joint deal with SGGH and it was for a total $250k. That's all the info i have on it.

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2025-04-07 17:28:02

@Malissa so that last $250k was applied to their existing campaign with Bailey Glasser. Just making sure that is correct?

Malissa (malissa@shield-legal.com)
2025-04-07 17:32:22

No, it wasn't.

Malissa (malissa@shield-legal.com)
2025-04-07 17:33:35

sorry on another call lol

Craig Smith (craig@brandlytics.io)
2025-04-07 17:33:51

I think that’s the confusion. The weekly report had that extra $259k. Call when u have a minute please

Craig Smith (craig@brandlytics.io)
2025-04-07 17:36:51

just emailed u

👍 Malissa
Craig Smith (craig@brandlytics.io)
2025-05-13 12:48:43

@Greg Owen @Malissa I spoke with Andy today regarding the two PA campaigns: 1) Lakin 2) Adair/Levinson/Lakin. We have stopped their campaigns and will be refunding their balances, so no longer a need to send weekly reports. Thx!

Craig Smith (craig@brandlytics.io)
2025-05-15 10:13:33

@Malissa @Greg Owen Just a note on Bay Point IL Juv Hall campaign. They are sending another $150k now, but we’ll need to make sure we don’t go over. After this, they will STOP for a while to see where the litigation goes

👍 Malissa
Greg Owen (gregowen@shield-legal.com)
2025-05-15 10:20:08

ok

Malissa (malissa@shield-legal.com)
2025-05-15 10:22:50

@Craig Smith i can get an invoice out. Same KPI i'm assuming?

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2025-05-15 10:32:13

thank you both!