Malissa (malissa@shield-legal.com)
2024-09-18 16:33:32

Hi all @here Thank you Alan for re-doing and re-sending the VSS backup reports. I am not going to send an invoice to them until we are 1000000% certain we're good to go.

What I can send this week to Bailey Glasser is the backup file for May to August. That still means we need to make sure the information is correct. I've attached the file. I've pulled out a few cases that shouldn't have been there and Alan is aware they they showed up. It shouldn't happen going forward. @Tony Jones if you can take a moment and review, I'd appreciate it. I can send this file to Jon tomorrow or Friday to see if he catches anything. Again, no invoices are going out until we've figured out what's going on.

BG VSS Monthly Completions (Audited File).xlsx
deleted-U05EFH3S2TA
2024-09-18 16:41:39

My only question is the regarding the DL/BG - Flatirons - Shield Legal case type in June and Aug. Normally that would be separated from the BG direct tab, into a BG Flatirons tab.

Malissa (malissa@shield-legal.com)
2024-09-18 16:43:10

they are @deleted-U05EFH3S2TA. This version i sent only has the direct BG tabs, not DL/BG - Flatirons.

Malissa (malissa@shield-legal.com)
2024-09-18 16:46:01

Here's the file i have with all of them.

Malissa (malissa@shield-legal.com)
2024-09-18 16:46:53

It got saved somewhere on my computer and i had to find it lol.

BG VSS Monthly Completions with Flatirons.xlsx
deleted-U05EFH3S2TA
2024-09-18 16:47:54

There is still one DL/BG - Flatirons - Shield Legal in Aug on row 138 and one in June on row 161 in the current report

Malissa (malissa@shield-legal.com)
2024-09-18 16:50:06

got them. thank you, @deleted-U05EFH3S2TA! I appreciate extra sets of eyes looking at these.

deleted-U05EFH3S2TA
2024-09-18 16:55:18

I completely understand the challenge. Sometimes I swear the case types are changing just to test my sanity

💯 Malissa
Malissa (malissa@shield-legal.com)
2024-09-19 11:20:57

Good morning @here. I'm going to send just the backup file to Jon @ BG for review. Here's the draft of my email. Please feel free to add/subtract/suggest/etc.

Hi Jon,

Thank you for your patience as we've worked on auditing data on our end. Attached is only the backup file. There are two tabs for each month, one being a pivot table showing the campaign names and lead quantity. Please review and let us know what you see that's out of place so that we can troubleshoot any issues.

Thank you for your help. We do appreciate it.

Best,

Cameron Rentch (cameron@internetthings.com)
2024-09-19 11:27:42

@Malissa please get confirmation from @deleted-U05EFH3S2TA that all of the actual physical retainers have been looked at to match to each of these specific reports. Thank you

👍 Malissa
Malissa (malissa@shield-legal.com)
2024-09-19 11:37:37

@deleted-U05EFH3S2TA here's the updated file

BG VSS Monthly Completions (Audited File).xlsx
deleted-U05EFH3S2TA
2024-09-19 12:01:29

576102 575984 New Hampshire YDC Abuse - BG - Ghozland - Shield Legal Terence Nabors mikemn2323@gmail.com 576013 575871 New Hampshire YDC Abuse - BG - Ghozland - Shield Legal Devyn Canney canneydev@gmail.com This was not an approved template and should not be marked as completed. I wiil change in Law Ruler. They need to be removed from this report.

👍 Malissa
deleted-U05EFH3S2TA
2024-09-19 12:03:51

Besides those 2 we are good to go. I have been provided access to BG 's plaintiff ID information that I will be verifying each week and again for September and months beyond

👏 Malissa
Malissa (malissa@shield-legal.com)
2024-09-19 12:05:31

@deleted-U05EFH3S2TA those are removed.

🙏:skin_tone_3: deleted-U05EFH3S2TA
Malissa (malissa@shield-legal.com)
2024-09-19 12:12:53

ok, if everyone feels good, i'll send this out (No invoice. just the backup file).

👍:skin_tone_3: deleted-U05EFH3S2TA