Sessions

There is a new comment in the ticket submitted by Kirsten Smith to Sessions

Comment added by : Brad Schayot

 Comment Content: 

Take this email communication with attachment and place everything inside of a KB article.  Call it SIS Lit State Executive – Active Cases for Multiple clients.

Assign Caroline

Thanks,

Confidentiality: This e-mail is confidential and intended only for the recipient(s) named. Unless you are a named recipient, your reading, distributing, forwarding, or copying this communication is prohibited and may violate the legal rights of others. If you received this communication in error, please call me, return the e-mail to me, and delete it from your system. 

From: Jason Davey <Jdavey@sessions.legal>
Sent: Wednesday, December 6, 2023 1:10 PM
To: Brad B. Schayot <Bschayot@sessions.legal>
Subject: RE: Can you run me a report of the following:

This is how I did it.

Matters Query:

[((client sort contains 'TSI' or client sort contains 'UAS' or client sort contains 'tdm' or client sort contains 'alltran' or client sort contains 'eos' or client sort contains 'coi' or client sort contains 'acti' or client sort contains 'nci') and status = open) ] and [(not having any matter outcome) and (area of law not contain empl and area of law not contain reg and area of law not contain lice) and (matter type <> umbrella, General Advice,Client) and (client id <> '10345','11015')]

I used the SIS Lit Stat Executive CASE.

Thanks

Jason

Confidentiality: This e-mail is confidential and intended only for the recipient(s) named. Unless you are a named recipient, your reading, distributing, forwarding, or copying this communication is prohibited and may violate the legal rights of others. If you received this communication in error, please call me, return the e-mail to me, and delete it from your system. 

From: Brad B. Schayot <Bschayot@sessions.legal>
Sent: Wednesday, December 6, 2023 12:13 PM
To: Jason Davey <Jdavey@sessions.legal>
Subject: FW: Can you run me a report of the following:

I need your help with this one please.  Bryan needs this afternoon.  I can build a huge query, but I think you can accomplish this much more efficiently:

1. open and active matters  

2. with any of the following matter types:

lawsuit; lawsuit - class action; attorney demand letter; indemnity demand request; subpoena; related lawsuit; related lawsuit - class action; arbitration; indemnification lawsuit; appeal; indemnity demand request - ADL; pre-suit; indemnity demand request - class action; adversary - student loan; litigation hold request

4. in any of the following areas of law:  

Consumer Defense; Consumer Defense 2; Commerical Dispute; Commerical Litigation; Bankruptcy; Commerical - Pre Suit

6. For the following companies:  

TSI

UAS

TDM

Alltran Financial

Alltran Education

EOS

COI

ACTI

NCI

I need a list with the client sort, matter description, matter type, opened date, point attorney, court, case number, case severity level, most recent demand

Confidentiality: This e-mail is confidential and intended only for the recipient(s) named. Unless you are a named recipient, your reading, distributing, forwarding, or copying this communication is prohibited and may violate the legal rights of others. If you received this communication in error, please call me, return the e-mail to me, and delete it from your system. 

From: Kirsten Smith <ksmith@sessions.legal>
Sent: Wednesday, December 6, 2023 12:09 PM
To: Brad B. Schayot <Bschayot@sessions.legal>
Subject: Re: Can you run me a report of the following:

Oh, I forgot to say, Bryan needs this report this afternoon.  Call me if you have any questions.

Confidentiality: This e-mail is confidential and intended only for the recipient(s) named. Unless you are a named recipient, your reading, distributing, forwarding, or copying this communication is prohibited and may violate the legal rights of others. If you received this communication in error, please call me, return the e-mail to me, and delete it from your system.

From: Kirsten Smith <ksmith@sessions.legal>
Sent: Wednesday, December 6, 2023 11:03 AM
To: Brad B. Schayot <Bschayot@sessions.legal>
Cc: Kirsten Smith <ksmith@sessions.legal>
Subject: Can you run me a report of the following: 

1. open and active matters  

2. with any of the following matter types:

lawsuit; lawsuit - class action; attorney demand letter; indemnity demand request; subpoena; related lawsuit; related lawsuit - class action; arbitration; indemnification lawsuit; appeal; indemnity demand request - ADL; pre-suit; indemnity demand request - class action; adversary - student loan; litigation hold request

4. in any of the following areas of law:  

Consumer Defense; Consumer Defense 2; Commerical Dispute; Commerical Litigation; Bankruptcy; Commerical - Pre Suit

6. For the following companies:  

TSI

UAS

TDM

Alltran Financial

Alltran Education

EOS

COI

ACTI

NCI

I need a list with the client sort, matter description, matter type, opened date, point attorney, court, case number, case severity level, most recent demand

Confidentiality: This e-mail is confidential and intended only for the recipient(s) named. Unless you are a named recipient, your reading, distributing, forwarding, or copying this communication is prohibited and may violate the legal rights of others. If you received this communication in error, please call me, return the e-mail to me, and delete it from your system.

Attachments : 1. SIS Lit Stat Executive C.A.S.E. - Active Cases for Multiple clients as of 12.6.23.xlsx
 5545:1552350