Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-07 14:37:00

Hey guys, just following up on something I mentioned in our 9AM today @deleted-U04HFGHL4RW and @Cameron Rentch to include @Ryan.

I kicked off a project with James and Edward on Friday to begin the forward-focus on reporting within TIP. We will start with inbound and outbound forecasting of staffing capabilities/needs to meet new lead/campaign demands using March as the model data. It will evolve as more data comes in, but we have enough to get started.

Next we will look at campaign/client/vertical performance. Followed by department/team/agent scorecards and the commission structure.

@Ryan this is going to take up a decent amount of their time for much of April. Please let me know if there are any possible new competing priorities.

Ryan (ryan@themedialab.agency)
2025-04-07 14:43:08

@Nick Ward , we must have financials built first so we can bill clients and reconcile to profit and loss. @James Turner , how much more time do you need to get those new financial log with all expenses and columns finished?

@Nick Ward , let’s await James estimate and then we can do overlap. Agile isn’t about one project at a time, but smart and timelyriproject development. I was estimating 2 more weeks for financials to be in daily validation for production release once your reports and ready. So we are aligned, just need smart scheduling for both for James and team.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-07 14:45:57

I'll talk to James about what time he needs to complete that piece for the financials.

☝️:skin_tone_4: Ryan
James Turner (jturner@shield-legal.com)
2025-04-07 15:36:48

@James Turner has joined the conversation

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-07 15:37:07

Adding James as he wasn't in the thread to get the tag.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-07 15:40:12

@James Turner needs more details and direction on what you are asking for. He and I can make time to chat with you yet today @Ryan.

James Turner (jturner@shield-legal.com)
2025-04-07 15:45:57

At this point in time, I have developed a system to find all intake + PD leads from Lawruler, that are currently in a billable status, and tag their "billable" date by the earliest E-signed instance as instructed.

https://lookerstudio.google.com/reporting/951a17ae-df4e-4965-8567-b3123015a5d3

I have set up a dashboard that updates every hour to monitor those, and explain exactly where the leads are coming from. Was hoping to explain that today during our meeting, but any time where all are available and I'm happy to share.

James Turner (jturner@shield-legal.com)
2025-04-07 15:46:35

Discrepencies from the old system have all been accounted for, where old system is counting doubles, non-billable leads, and secondaries that it should not.

James Turner (jturner@shield-legal.com)
2025-04-07 15:47:09

I have also put together a Github project with all the code that makes this work:

https://github.com/shield-legal/NewFin

Ryan (ryan@themedialab.agency)
2025-04-07 15:47:32

James like we said in our meetings we need to JOIN that on the up top operating expenses and divide them out by billable billable case review , signed billable retainers and billable post retainers.

Ryan (ryan@themedialab.agency)
2025-04-07 15:48:08

I’ll setup an early AM meeting to website you understand the next steps to finish TIP new financial log

James Turner (jturner@shield-legal.com)
2025-04-07 15:49:52

At this point in time, I have developed a system to find all intake + PD leads from Lawruler, that are currently in a billable status, and tag their "billable" date by the earliest E-signed instance as instructed.

https://lookerstudio.google.com/reporting/951a17ae-df4e-4965-8567-b3123015a5d3

I have set up a dashboard that updates every hour to monitor those, and explain exactly where the leads are coming from. Was hoping to explain that today during our meeting, but any time where all are available and I'm happy to share.