• Hubspot is updated and
• the third-party is sent an email to set up their ramagelawportal.com account and sign eCheck

• Variables not appearing in signing view
• Third party account setup email not being sent for Third party due process once off eCheck

• PNC receives account setup email
• PNC signing view
• TP receives an account setup email
• TP signing view
• PDF configured correctly

• Total Fee Amount is changed to 1st Payment Amount
• Payment Amount is changed to 2nd Payment Amount

• NLF Family Expedite
• NLF SPED Expedite
• NLF RFR required

• NLF save and continue 1
• NLF save and continue 2
• NLF save and continue 3
• NLF save and continue 4
• NLF save and continue 5
• NLF save and continue No Contact after 6th attempt
• NLF save and continue In Contact with PNC
• NLF Family Law Qualified payment required: send payment request
• NLF Family Law Qualified payment required: Complete payment now
• NLF Family Law Qualified – Red Flag Review required
• NLF Family Law NLF Qualified – Payment not required
• NLF SPED Expedite

• No issues occurred

• No issues occurred

• Wrong billing amount when completing payment

• Tested NLF SPED qualified
• Tested NLF SPED not qualified
• Tested Prenup qualified
• Tested Prenup not qualified
• Tested Expedites

• User Authentication
• Receiving and Submitting attendee details

• Created new policy
• Formatted policy to the format in the given document version
• Added the policy to the section

• Mindy Minter’s link to next action Hubspot property was empty

• Manually updated Mindy Minter’s link to next action

• Developed SPED set consult script to update Hubspot with link to sales consult form as the ‘Link to next action’ property
• Tested on local site
• Deployed script to live site
• Tested on live site

• Amy Patrick: I accidentally hit submit on this NLF instead of still waiting on the consultation portion. Is there a way to fix this or do I have to restart the form?
  https://app.hubspot.com/contacts/21222152/record/0-3/17619757231

• Reinitiated New Lead Form for Amy to complete
• Sent Amy previous NLF entry so that she is able to access previously entered information

• Tested process
• Reviewed scripts
• Identified reason for critical error as script referencing NLF fields that no longer exist in NLF 2.0

• Removed references to no longer existing NLF fields from script
• Tested on dev site
• Deployed code to live site
• Tested on live site
• Tests successful
  • Hubspot updated
  • Document vault updated

• I went to update the NLF and the link has expired https://app.hubspot.com/contacts/21222152/record/0-3/15331876702

• Reviewed ramagelawportal.com scripts and expiry of save and continue links were set to 120 days

• Updated ramagelawportal.com script to set expiry of save and continue link to 365 days

• NLF 2.0 submit but displays prematurely, making it possible for sales people to submit form before all information is collected. This is causing issues in the NLF save and continue workflow

• NLF submit button only appears when form is ready to submit.

• Downloaded previous version of NLF onto dev site

• Reviewed NLF 1.0 submit settings

• Implemented NLF 1.0 submit settings into NLF 2.0

• Tested NLF 2.0 submit conditions

• Made sure form is able to submit under all of the following conditions:
  • SPED Qualified
  • SPED Not Qualified
  • SPED Expedite
  • Family Law Not Qualified
  • Family Law Expedite
  • Family Law Payment not required
  • Family Law Payment send payment request
  • Family Law Payment required now
  • No contact after 6th attempt

Matter resolved

Added Thomas Fine to test on Trello

Updated firm members in Teams

• to make sure Personalization fields are correct and
• “From” email address was correct

• Deal moved to Consult/Sped and should be in Sales Consult Approval/Sped.  https://app.hubspot.com/contacts/21222152/record/0-3/17677211218

• Checked New Lead Form entry
• Expedite selected in New Lead Form entry. This caused the deal to move straight to the consult stage.

• Moved deal manually to Sales Consult Approval and removed Expedite designation

• Link to complete Enforcement Post Hire Questionnaire inoperable

• Tested link
• Uncovered page non existent

• Created Enforcement Post Hire Questionnaire page
• Added form to page
• Verified link works
• Updated sales team

• Corrected spelling in
  • signing view
  • PDF template
• Downloaded template, corrected spelling, uploaded template

• PNC already in the Hired stage received email: Your First Bill is Coming Up

• The workflow only lets a deal enroll once when it meets the enrollment criteria. Because the client’s contract type had not previously been part of the enrollment criteria she enrolled.

• Developed a suppression rule to prevent clients who have been in the Hired deal stage and who’s applicable contract type has not been one of the enrollment criteria to NOT enroll in the workflow, even if the contract type changes to an applicable one.

• Third-party unable to setup their account on ramagelawportal.com to sign their CCA

• A PNC CCA was initiated after the Third Party CAA.
• The Account Setup Form is populated third-party data from the most recent CCA entry
• The most recent entry made it so the third-party information was blank

• Archived most recent Auth Initiated entry
• Tested the link for the third-party to set up their account
• Updated team that link is working

• ”no consult is showing for this deal in HS, but it is on Crystal’s calendar for 3.7.24 @ 2:00. Please check.
  https://app.hubspot.com/contacts/21222152/record/0-3/17778666561/”

• Reviewed New Lead Form entry
• Reviewed Set Consult entry
  • No entry exists
• Updated sales team

• Manually updated consult appointment information in Hubspot deal

• Set up SPED RLG Onboarding & Client Guidelines email workflow

• Created new Hubspot workflow
  • Triggers
    • Practice area is Special Education and Retainer payment has been made
  • Actions
    • Delay one day
    • Send email SPED RLG Onboarding & Client Guidelines email workflow to PNC

• Please add Email Address and Phone Number questions for Adoptive Parent(s) on the Adoption CQ.
• Please add DOB question for Biological Mother & Biological Father on the Adoption CQ. This is different from the Adoptive Parent(s).

• Added fields to adoptive form
• Added highlight styling to adoptive form
• Tested form to make sure fields are displaying properly
• Updated item as complete on Trello

• Retainer payment authorized
• Retainer payment completed
• Retainer payment failed
• Consult payment authorized
• Consult payment completed
• Consult payment failed
• CCA PNC signed

• The ‘send from’ address for Hubspot emails is family@ramagelawfirm.com
• The recipient is addressed by the first name only
• The from name is ‘The Ramage Law Group’ (some were Tracie Jones)

• ”I expedited this SPED deal and the Link To Next Action does not allow me to open the Consult Form.  https://app.hubspot.com/contacts/21222152/record/0-3/18094360746”

• Tested link
• Manually set deal to ‘Consult’ stage from ‘Hold for Sales Approval’ stage in RLP workflow
• Tested link
• Updated sales team
• Tested issue by creating a SPED Expedite NLF entry
• Reviewed script and workflows

• Edited New Lead Form workflow to skip ‘Hold for Sales Approval’ step if expedite is selected
• Edited New Lead Form workflow to skip ‘SPED Review 1’ step if expedite is selected
• Tested process and verified that if SPED Expedite is selected, both Hubspot and NLF workflows go the consult stage
• Verified that ‘Link to next action’ link in Hubspot takes you to the consult stage when SPED Expedite is selected in the NLF.

• setup their ramagelawportal.com account
• sign their cca/e-check.

• Can we create a group of paralegals that are able to receive notification when Post Hire Questionnaire is received from new client?

• Created invites for Caitlen, Mykah, Irma to set up Hubspot accounts
• Created team Paralegals
• Added Paralegals to receive notification when a PNCs complete post-hire questionnaire is completed

• If multiple CCAs are completed by a client they all display in the client’s document vault

• Andre, this account doesn’t have a link to the next action and is in consult phase
  https://app.hubspot.com/contacts/21222152/record/0-3/18148959286

• Reviewed case New Lead Form entry and Hubspot deal
• Found the issue was caused by an unsuccessful webhook due to the new bearer token not being updated in RLP plugin configurations file

• Updated bearer token in the configurations file
• Re-sent webhooks for deals created between 3/21 and 3/22

• After changing the Red Flag Review Status deals get stuck in the Red Flag Review Hubspot stage and do not move to Lost or forward in the Pipeline

• Tested changing the Red Flag Review Status after the New Lead Form is submitted
• Tested submitting Red Flag Review
• Verified that deal is stuck in Red Flag Review dealstage

• Edited script to remove updating property making deal stuck in Hubspot
• Tested new script on local site
  • Tested updating RFR status and approved case
    • Verified that deal moved forward in Hubspot pipeline
  • Tested updating RFR status and rejected case
    • Verified that deal moved to lost in Hubspot
  • Tested updating RFR status and requiring CQ to make decision
    • Submitted CQ and approved case
    • Verified that case moved forward in Hubspot pipeline
  • Tested updating RFR status and requiring CQ to make decision
    • Submitted CQ and rejected case
    • Verified that deal moved to lost in Hubspot
• Updated live site with new script
• Tested on live site
  • Tested updating RFR status and approved case
    • Verified that deal moved forward in Hubspot pipeline
  • Tested updating RFR status and rejected case
    • Verified that deal moved to lost in Hubspot
  • Tested updating RFR status and requiring CQ to make decision
    • Submitted CQ and approved case
    • Verified that case moved forward in Hubspot pipeline
  • Tested updating RFR status and requiring CQ to make decision
    • Submitted CQ and rejected case
    • Verified that deal moved to lost in Hubspot

• Andre, this deal is moving through the pipeline and we’ve not loaded anything other than load the retainer payment. Client signed in person and we’ve not loaded the contract or the cca. It shows that the PNC, IS, and FA have signed the documents. Please investigate. https://app.hubspot.com/contacts/21222152/record/0-3/18053530720

• Reviewed Hubspot deal and Ramagelawportal.com entires, and RLP debug log
• Found that Crystal had created a contract initiate entry with the signing method as ‘Upload’
  • Selecting upload in the contract initiate form causes the deal to move through the contract stage in Hubspot
• Updated sales team with reason deal moved

• Non required

• Reminder to complete
  • CQ email sent X1 per day
  • CQ text sent X1 per day
  • Post hire questionnaire email sent X1 per day
  • SPED CQ email X1 per weekly

• tested the development site to verify that the site still worked as intended

• no longer needed as it only facilitated purchase via lawpay which is no longer used

• SPED CQ text reminder
• SPED CQ email reminder
• FL CQ text reminder
• Post Hire text reminder
• Reminder text to upload documents (In progress)
• Reminder email to upload documents

• Implemented BS Logger onto rlp.sblik.com

• CQ FL and SPED reminders
• Reminder to upload docs
• Reminder to complete post-hire questionnaires

• Added filter to only enroll deals in reminder workflows created after March 29, 2024 (preventing deals closed before Post Hire questionnaires were introduced to enroll in workflows).
• Added a filter to only enroll deals with ‘Test deal’ property set to ‘Yes'

• Resolve missing link to next action for Mai Le deal

• Reviewed deal
• On 4/5 we manually moved the deal from RFE to Consult stage and the Link to Next action was not updated because the step was bypassed.

• Client questionnaire (daily) email and text
• SPED questionnaire (1 X week) email and text
• Post Hire questionnaire (daily)

• Tested Sales Consultant functions (Pink Slip and New Lead Form)
• Tested Client Experience (logging into Contract Hub and signing contracts)
• Tested HubSpot integration with Developer site

Steps taken:

• Initiated Contract & CCA

• Signed contract and CCA

  • Notification sent to Deal owner that PNC signed

• Deal moved to Hired

• Initiated Contract & CCA

  • Deal stayed in CCA

• Signed contract and CCA

  • Notification sent to Deal owner that PNC signed

  • Deal stayed in Hired

• Initiated TP CCA
  • Deal stayed in Hired
  • Notification sent to Deal owner that PNC signed
  • Notification sent to Deal owner that TP signed

• Tested deal that had been in hired dealstage for one day
• Tested deal that had been in hired dealstage for one week

• Tested functionalities of sales consultant and client views
• Tested HubSpot integration with site

• ”This deal is not in Leslie’s que but is in SPED Review 1 stage. Can you get it sent to her? https://app.hubspot.com/contacts/21222152/record/0-3/17677211218″

• Reviewed deal in Hubspot
• Reviewed New Lead Form entry
  • When the New Lead Form was completed ‘Expedite’ was selected. After being in the consult stage for 7 days without the consult being completed it moved to Hold and then the Admin stage.
• Updated the sales team on Teams with reason why the deal was not in the correct stage.

• Manually moved deal to SPED review 1 stage

• None needed

• Changes to the contract initiate form and auth initiate form on local site
• A form for PNC to determine if a third party is needed for CCA on local site

• PNC AUTH Mediation Fixed Fee
• PNC AUTH – PNC SPED Due Process/Mediation
• PNC AUTH – PNC Sped Advocate
• PNC AUTH PNC Fixed Fee
• PNC AUTH Evergreen/CLC Evergreen
• PNC AUTH Autopay
• Third Party Autopay
• Third Party Fixed Fee
• Third Party Once Off
• Third Party Recurring
• Third Party – Mediation Fixed Fee Two Payments
• Third Party – SPED Due Process Once Off Payment
• Third Party – SPED Due Process Recurring Payment

• Resolution
  • Changed subscription type from transactional to marketing

• Discuss the properties synced from HubSpot to Clio Manage
• Setup account for Corey Kirkendoll to access HubSpot and RamageLawPortal.com

• Other Parent's date of birth
• Other Parent's address

• They did not receive them because their deals were created in Hubspot prior to 3/29/24

• Cause: Red flag review notes had a special character that caused an issue when updating the script
• Action: Manually updated the deal to RFR stage

• ”Andre, this account is stuck in stage #1/ New lead. I finished the NLF and scheduled the consultation with payment. It should be in CQ stage. Could you fix? https://app.hubspot.com/contacts/21222152/record/0-3/19166876043”

• Reviewed Hubspot deal history
• Reviewed New Lead form entry
• Reviewed debug log
• Found cause of issue to be script not decoding red flag review notes and causing an error when data is pushed to Hubspot

• Moved deal manually to the correct stage and updated applicable deal properties
• Updated New Lead form scripts to decode red flag review notes to allow special characters to be pushed to Hubspot

• From Crystal “I am trying to complete my consult and send contracts for Joan. When I enter the contract as evergreen and go to put in the retainer and replenishment amount, it isn’t populating the atty fees.”

• Reviewed contract initiate form
• Found that the default fee amounts were not in the contract initiate form

• Added the default amounts into the contract initiate form
• Verified that when you initiate an Evergreen contract for Joan Avery the hourly rate amounts show up

• Found logs for issue of payment completed timeline event not posting to correlating deals
• Still need further information, monitoring logs

• Reviewed scripts
• Removed redundant code
• Removed references to the SPED consult payment form that is no longer used
• Reviewed debug log
• Inquired with Thomas if the client had made payments on correlating days that timeline events were posted

• Discussed with Thomas – None required

• PNC requested to no longer receive contract/cca reminder emails

• Developed new Hubspot deal property ‘Do not send reminders’

• Listed reminders that are currently active and an ‘All’ option in the property checklist

• Developed reminder workflows to include new property in the enrollment triggers. If the property has the specific reminder selected or ‘All’, deals do not enroll in the workflow.'

• Develop new options to acquisition source in New Lead form

• Developed new Hubspot deal property for acquisition source
• Developed pink slip script to update acquisition source in deal and not the contact
• Developed script to allow acquisition source to accept special characters

• Will add additional options for acquisition source in NLF once script has been pushed to the live site