Malissa (malissa@shield-legal.com)
2025-08-20 19:10:23

hi @deleted-U04R23BEW3V! Thank you for giving me some of the return details. I've added Carter as he and I were discussing the return process.

@Carter Matzinger Here's the info from Jackson regarding the current process: I just take the leads that the firms have requested replacements for and create a google sheet. The sheet always has the lead ID, lead created date, first name, last name, current status S1, whether or not the file met criteria at the the time of the e-sign and if the request was approved. The other columns depend on the case type and reason for the request. Usually I add a notes field at the end.