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Legal Aid

Client Projects · 16 tasks · 4 lists

Notes & Documents

Legal Aid Running Meeting Notes

Legal Aid Running Meeting Notes
[**Legal Aid Ongoing Meeting Notes**](https://docs.google.com/document/d/1jwIrxkWHTzdpbNPr127tXDTOI9fW7dorbuv8QRcn4VM/edit?usp=sharing) Includes: * Fathom Recording * Deck * Attendees * Action Items * Meeting Notes

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Tasks

Legal Aid | Video Shoot 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | QX 202X Videos
TaskStatusAssigneeDue
✅ Why pro bono work can be rewarding for both attorneys and clients Open — —
✅ What motivated Alan Crane to begin taking pro bono cases Open — —
✅ How Legal Aid connects attorneys with meaningful service opportunities Open — —
✅ Why the bankruptcy system can be difficult to navigate without an attorney Open — —
✅ How pro bono bankruptcy representation can help vulnerable clients Open — —
Add approved video link to tracking sheet complete Angie Ketchen 2026-06-12
Create videos without end cards complete Nathan Orzales 2026-06-12
Client Approval complete Angie Ketchen 2026-06-12
Round 2 Edits complete Nathan Orzales —
Round 1 Edits complete Nathan Orzales —
Thumbnails complete France Banay 2026-06-19
YouTube Descriptions complete Pal Anderka-Farkas 2026-06-19
Editing (2 rounds) complete Nathan Orzales 2026-06-19
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Topics complete Angie Ketchen 2026-06-15
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source Videographer complete — —
Legal Aid | Q3 2026 Videos complete Alven Fabricante 2026-06-19
Video Shoot Planning complete Angie Ketchen 2026-09-04
Create videos without end cards complete — —
Add approved video links to tracking sheet complete Angie Ketchen —
Round 2 Edits complete Nathan Orzales —
Round 1 Edits complete Nathan Orzales —
Thumbnails complete France Banay —
YouTube Descriptions complete Pal Anderka-Farkas 2026-05-08
Editing (2 rounds) complete Alyssa Myles —
Post-shoot follow up with videographer complete — —
Add video sheet to task complete — —
Send videographer all materials complete — —
Video Topics complete Pal Anderka-Farkas 2026-05-04
Create video folder in Drive complete — —
Schedule video shoot & rehearsal complete — —
Interview videographer complete — —
Source videographer complete — —
Legal Aid | Q1 2026 complete Angie Ketchen 2026-10-11
Video Content Planning complete Kimberley Hill 2026-01-05
Video Content Planning complete Maria Pascan 2026-03-20

Legal Aid | Social 0 tasks

IMPORTANT NOTE: When creating a new task, use this format Client | Month 202x
TaskStatusAssigneeDue
Legal Aid | YT Scheduling complete John Candu —
Create Content Calendar complete John Candu, France Banay 2026-05-21
Create social media cascading list complete — —

Legal Aid | Account Maintenance 0 tasks

TaskStatusAssigneeDue
Prep Monthly Performance Deck monthly account management — —
Email Meeting Recap + Performance Deck monthly account management — —
Review Performance Deck monthly account management — —
Upload Final Videos to Drive complete — —
Email Meeting Recap + Performance Deck complete — —
Confirm Client Updated Lead Sheet complete — —
Update LSA Report complete — —
Monthly Performance Meeting with Client monthly account management — —
Create Swydo Report complete — —
Send Lead Sheet to Client complete — —
Review + Finalize Monthly Performance Deck complete — —
Update Lead Sheet complete — —
Create Swydo Report complete — —
Review Performance Deck complete — —
Update LSA Report complete — —
Check GBP Reviews complete — —
Prep Monthly Performance Deck complete — —
Complete Monthly Reporting complete — —
Monthly Performance Meeting complete — —
One-off Tasks (Emails, Phone Calls Etc.) complete Angie Ketchen —
Strategist + AM Internal POD Meetings complete Angie Ketchen —

Legal Aid | Offboarding 16 tasks

TaskStatusAssigneeDue
Check the termination date in SOW - 30/60 days - Confirm the date to do — —
Inform Jay about the cancellation email/discussion - ensure that the client can't be saved complete — —
Check client monthly budget sheet for any past months extra spends that need to be canceled to do — —
Keep an eye on the past client performance to do — —
Turn off or change ownership for Social Media Campaigns (Facebook, Insta, LinkedIn, etc) to do — —
Unassign all clickup tasks to do — —
Ensure the website doesn't use plugins that are being paid by TGR (this can be check in the client credential sheet and/or budget sheets) to do — —
1 week later - follow up that everything is turned off to do — —
Remove TGR from Client's Ads Account to do — —
Inform the Reporting team about the canceling of the services (to not fill in lead sheets, swydo, zaps, etc) to do — —
Check the credential document to ensure we aren't sharing confidential information to do — —
Check with Jay to email George/Catherine/Billing to inform of client termination to do — —
Move Google Drive folder from Master Shared folder to Inactive Client folder to do — —
Cancel automated AHREFs reporting and delete client from Projects to do — —
Email Client to let them know what accounts are paused complete — —
Remove TGR from Client's Facebook Page & Ad Account to do — —
Ensure the content is not being ordered for next month to do — —
Inform Hosting to cancel website hosting (share a end of hosting date) to do — —
Inform the internal team of client termination (client channel only - no tgrentireoffice) complete — —