Ryan (ryan@themedialab.agency)
2025-03-26 16:32:24

Cam wants to count the signed e-sign on the first date, even if signed on wrong retainer and then resigned four days later. Use the first date for SL financials.

deleted-U06C7A8PVLJ
2025-03-26 16:32:57

Copy that. @Ryan

deleted-U06C7A8PVLJ
2025-03-26 16:33:12

@James Turner ^^

James Turner (jturner@shield-legal.com)
2025-03-26 16:45:24

Noted! Thank you!

James Turner (jturner@shield-legal.com)
2025-03-27 14:48:00

Heck yeah, just ran my numbers against yesterday and I am off by 7, but I fact checked each one and those are expected because of the change requested by cam. 👍

New query - 48 current system - 55

:eyes_3d: deleted-U06C7A8PVLJ, Zekarias Haile
James Turner (jturner@shield-legal.com)
2025-03-27 14:49:12

All differences are because of 'earliest e-sign' date changes, or the new system seeing a status as billable that is not billable in the io status table

image.png
Ryan (ryan@themedialab.agency)
2025-03-27 14:49:24

BOOM!

Ryan (ryan@themedialab.agency)
2025-03-27 14:49:48

Please run this daily check tomorrow and on Monday for the weekend and all next week.

James Turner (jturner@shield-legal.com)
2025-03-27 14:49:55

For sure!

💪:skin_tone_4: Ryan
James Turner (jturner@shield-legal.com)
2025-03-27 18:38:43

✅ NewFin system is looking solid for today for Shield as well as Non shield Leads!

There is a difference of 12 for Non Shield campaigns, and when manually reviewed, those all appear to be false positives as the old system is picking up a few secondary campaigns.

image.png
👏 Zekarias Haile
👏:skin_tone_2: deleted-U06C7A8PVLJ
Ryan (ryan@themedialab.agency)
2025-03-27 18:39:25

Nice !!!