Ryan (ryan@themedialab.agency)
2024-10-02 14:07:36

@Nick Ward make sure Nick and Dustin know of Case Type changes for integrations @Nicholas McFadden for any Flatirons changes @deleted-U055HQT39PC for LawRuler @Mark Maniora for Leadspedia & @Brian Hirst for ISL / ldp_verticals / Typeform @Malissa for Copper @Ryan AWS PostGres SQL for SL & TIP legacy DBs

Ryan (ryan@themedialab.agency)
2024-10-02 14:17:44

@deleted-U055HQT39PC CA Juvenile Hall Detention 1526 - Miller - Mattar - Shield Legal - Assign test lead to Signed e-Sign RE-TRIGGERED to test parsing...

Ryan (ryan@themedialab.agency)
2024-10-02 14:17:56

CA Juvenile Hall Detention 1526 - Miller - Mattar - Shield Legal

Ryan (ryan@themedialab.agency)
2024-10-02 14:19:38

[Parent Case Type Name] [Retainer Code] - [Client Firm] - [Partner Firm(s)] - [Billing Source]

Ryan (ryan@themedialab.agency)
2024-10-02 14:22:09

Proposed new format:

[Parent Case Type Name] - [Retainer Code] - [Client Firm] - [Partner Firm(s)] - [Service] - [Billing Source] - [Billing ID]

Ryan (ryan@themedialab.agency)
2024-10-02 14:24:21
  1. Camp Lejeune - EO - Dicello - Flatirons - RET - Shield Legal - 1323/1324/1325 (Intake team)
  2. Camp Lejeune - ALL - Dicello - Flatirons - PFS - Shield Legal (Alan's ASA team)
  3. Camp Lejeune - ALL - Dicello - Flatirons - MED - Shield Legal (Alan's ASA team)
Ryan (ryan@themedialab.agency)
2024-10-02 14:25:47

SEC - Second Interview PFS - Plaintiff Fact Sheet MED - Medical Records VSS - Vicitim Support MIL - Military Records

Ryan (ryan@themedialab.agency)
2024-10-02 14:26:30

RET - e-Signs

Ryan (ryan@themedialab.agency)
2024-10-02 14:26:34

CRQ - Case Reviews

deleted-U06GD22CLDC
2024-10-02 16:33:06

@deleted-U06GD22CLDC has joined the conversation

Ryan (ryan@themedialab.agency)
2024-10-02 16:34:07

@here, David K. made this handy tool for Anthony, @deleted-U04HFGHL4RW and @deleted-U05EFH3S2TA to create standardized Pre and Post Retainer TIP services LawRuler Case Type names that we can parse later for operations, financials and other performance KPIs. https://docs.google.com/spreadsheets/d/1ZMv_hayD1Pby9G-7oLlJEl1Y5qETPXa46tcIi0vdBs4/edit?gid=0#gid=0

Ryan (ryan@themedialab.agency)
2024-10-02 16:35:13

@Mark Maniora and @Malissa will provide the Leadspedia Contract IDs for you on all new names going forward. These IDs will link back to financials, orders and keep any lead TRANSFERED from being allocated and booked incorrectly in the future.

👍 Malissa
Mark Maniora (markmaniora@shield-legal.com)
2024-10-02 16:37:40

@Ryan and the LP contract names should be this new format too?

Ryan (ryan@themedialab.agency)
2024-10-02 16:37:50

@Mark Maniora, NO

Ryan (ryan@themedialab.agency)
2024-10-02 16:38:00

Only TIP's LawRuler is doing this change

Mark Maniora (markmaniora@shield-legal.com)
2024-10-02 16:38:07

ok got it