Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 13:16:05

Wanted to connect the two of you regarding some of the Leadspedia data requests from Ryan. @James Turner what/where is the table that you created to join the sold leads, contracts, and LR ID?

James Scott (jamesscott@shield-legal.com)
2025-02-20 13:56:32

thanks nick

👍 Nicholas McFadden
James Turner (jturner@shield-legal.com)
2025-02-20 15:04:40

Hey there! Great timing- I just put this together

James Turner (jturner@shield-legal.com)
2025-02-20 15:04:45
image.png
James Turner (jturner@shield-legal.com)
2025-02-20 15:06:13

Until we get the automations made on the Leadspedia side, and automations/rework done on the PCT-ID Ref sheet, I would not consider this a real-time source of truth, but it's well on it's way!

James Scott (jamesscott@shield-legal.com)
2025-02-24 12:30:07

@everyone what is the table name for this

James Turner (jturner@shield-legal.com)
2025-02-24 12:31:36

tort-intake-professionals.FinancialLogDataset.pctidwithlrcasetypeandleadspediacontract_data

Realizing I left "test" in the documentation screenshot, so I just went ahead and changed that

James Turner (jturner@shield-legal.com)
2025-02-24 12:38:12

Breakdown of the table for ya- If you have any questions, please feel free to ask!

bquxjob_31b9c2c8_19539403f32.csv
James Turner (jturner@shield-legal.com)
2025-04-01 17:58:32

Came late to the party on Ryans request but Let me know if something like this would be helpful for you both.

Wrote up a query to see if a lead is in a billable status according to ryans criteria on the io-status table, IDs when it went E-signed (billable) for the first time, and uses that e-signed date to pull the correct revenue rates for any given time or day. Pulls the leadspedia data on top of all that to cleanly show the time the lead got created in Leadspedia, to the moment it got e-signed for the first time.

James Scott (jamesscott@shield-legal.com)
2025-04-02 14:01:38

hey everyone, is that the latest on this?

James Scott (jamesscott@shield-legal.com)
2025-05-09 12:39:31

nick what sur email i got chatgpt enteriprise for us