Malissa (malissa@shield-legal.com)
2024-08-23 12:06:13

Hi Guys, just checking in to see if there are any updates after the meeting we had with Andy.

deleted-U055HQT39PC
2024-08-23 12:08:29

I wasn't in that meeting, but I do track all the esign finals and have multiple builds

Malissa (malissa@shield-legal.com)
2024-08-23 12:12:20

You were there in spirit

deleted-U055HQT39PC
2024-08-23 12:39:15

Can you guys help with

  1. Cap numbers for each campaign
  2. Dates where cap starts
👍 Malissa
Malissa (malissa@shield-legal.com)
2024-08-23 13:06:12

@deleted-U055HQT39PC let us know when it's ok to go in there. i don't want to break anything lol

deleted-U055HQT39PC
2024-08-23 13:08:31

ok good to go in my bad i was just organizing real quick

Malissa (malissa@shield-legal.com)
2024-08-23 13:08:46

no worries

Malissa (malissa@shield-legal.com)
2024-08-23 13:51:31

@Greg Owen i've highlighted ones i don't have info for. can you help?

Malissa (malissa@shield-legal.com)
2024-08-23 13:51:48

@deleted-U055HQT39PC, do you know when this will be ready to launch?

Malissa (malissa@shield-legal.com)
2024-08-23 13:53:27

also Maui Wildfires - Watts - Watts - Shield Legal never went forward. we can delete it.

deleted-U055HQT39PC
2024-08-23 13:54:45

For some of the older ones I need to go further back to get an accurate count. For anything opened after 4/2024 they are good to go

👍 Malissa
deleted-U055HQT39PC
2024-08-23 13:55:11

We’re putting the open dates in right now and that will lmk which ones I need to backfill

Malissa (malissa@shield-legal.com)
2024-08-23 13:55:25

k. i'm going to hide some of the ones i know are leads only

Malissa (malissa@shield-legal.com)
2024-08-23 13:56:17

is it ok if i add a filter to the top row or no?

deleted-U055HQT39PC
2024-08-23 14:00:12

Just not over esignd decline or final because those are formulas

👍 Malissa
Malissa (malissa@shield-legal.com)
2024-08-23 14:06:21

ok so my next question, because i'm hungry and don't remember, does this automagically update?

deleted-U055HQT39PC
2024-08-23 14:07:43

Yes

Malissa (malissa@shield-legal.com)
2024-08-23 14:08:04

That’s what i thought

Malissa (malissa@shield-legal.com)
2024-08-23 14:08:18

In hungy and mildly delirious

😂 deleted-U055HQT39PC
deleted-U055HQT39PC
2024-08-23 14:47:01

Asbestos - Bailey Glasser - Shield Legal, I am showing 653 Final and a cap of 650. I'll update those numbers

Malissa (malissa@shield-legal.com)
2024-08-23 14:50:14

yeah i might not have had the updated cap number

Malissa (malissa@shield-legal.com)
2024-08-23 14:51:25

so please double check.

Greg Owen (gregowen@shield-legal.com)
2024-08-23 14:51:41

ive been double checking the numbers

Malissa (malissa@shield-legal.com)
2024-08-23 14:52:33

I'm going to hide what andy doesn't want to see. @deleted-U055HQT39PC can we make anything between 70-89 yellow? i can do that if you need me to

Greg Owen (gregowen@shield-legal.com)
2024-08-23 15:11:11

@deleted-U055HQT39PC some of the open cases on the monday board didn't pull over into your report. for example, Lakin - PA Juv Hall isn't on the Over The Cap sheet

deleted-U055HQT39PC
2024-08-23 15:12:11

that one should be in there as levinson

Greg Owen (gregowen@shield-legal.com)
2024-08-23 15:12:35

duh, ok

Greg Owen (gregowen@shield-legal.com)
2024-08-23 15:12:39

my bad

Malissa (malissa@shield-legal.com)
2024-08-23 15:12:55

nah we're all hungry

Malissa (malissa@shield-legal.com)
2024-08-23 15:13:02

i didn't see it either at first

Malissa (malissa@shield-legal.com)
2024-08-23 15:13:44

i am adding a filter. it shouldn't break anything.....

deleted-U055HQT39PC
2024-08-23 15:23:36

i'm going to adjust something real quick so numbers will be off

👍 Greg Owen
Malissa (malissa@shield-legal.com)
2024-08-23 15:25:21

ok

deleted-U055HQT39PC
2024-08-23 15:25:43

ok done

Malissa (malissa@shield-legal.com)
2024-08-23 15:26:27

what do you need for the dates? I think that's throwing off some of them like MD Abuse - Levinson

deleted-U055HQT39PC
2024-08-23 15:27:18

my reports only went back 4/6/2024, so anything opened before then I needed to manually run a report for and add

deleted-U055HQT39PC
2024-08-23 15:27:22

that's what i just did

Malissa (malissa@shield-legal.com)
2024-08-23 15:52:06

i think we're just missing caps for Paraquat 12 and NEC AWD/Wagstaff

Greg Owen (gregowen@shield-legal.com)
2024-08-23 16:04:05

I dont know the NEC Wagstaff cap

Malissa (malissa@shield-legal.com)
2024-08-23 16:04:26

it's a mystery cap

Malissa (malissa@shield-legal.com)
2024-08-23 16:05:51

@deleted-U055HQT39PC is the % for AFFF DL/Flatirons right? I think Greg has a lot more

Greg Owen (gregowen@shield-legal.com)
2024-08-23 16:16:34

if it is only as of 4/6/24, then it needs to be run manually

deleted-U055HQT39PC
2024-08-23 16:16:53

the naming is throwing off the numbers. I'll take care of that

👍 Malissa
deleted-U055HQT39PC
2024-08-23 16:20:38

that is done

Malissa (malissa@shield-legal.com)
2024-08-26 12:18:41

Good Morning! @deleted-U055HQT39PC, there are still some things that aren't matching up when i look at the automagic file vs doing everything manually. What Signed e-Signed fields is it using?

Malissa (malissa@shield-legal.com)
2024-08-26 12:19:09

Also, why are there so many Signed e-Signed fields? 😂 Some make sense but some look like duplicates

deleted-U055HQT39PC
2024-08-26 12:22:19

signed e-sign goes under signed esign. anything that has ever been final and hasn't been declined goes into the final

Malissa (malissa@shield-legal.com)
2024-08-26 12:36:26

and the live file you made pulls the finals and what went into final but wasn't declined. not the random Signed e-Sign WIP and stuff

Malissa (malissa@shield-legal.com)
2024-08-26 14:07:03

@deleted-U055HQT39PC can you take a look at PFAS - Levinson (TC/MC) - ELG - Shield Legal? The numbers populating aren't matching what's in law ruler. we have about 236 signed.

👀 deleted-U055HQT39PC
deleted-U055HQT39PC
2024-08-26 14:57:51

i'm only counting when they go final

deleted-U055HQT39PC
2024-08-26 14:58:15

so we've finalized 169

Malissa (malissa@shield-legal.com)
2024-08-26 15:25:05

i am very cold in this office. i think i mentally mixed that up with the Baypoint ELG. ok cool. Just checking!

✅ deleted-U055HQT39PC