[https://docs.google.com/spreadsheets/d/1damyROA75gceNU1n3fqLlcgYtVLmkP-d3V-NRD7n_gM/edit?usp=sharing](https://docs.google.com/spreadsheets/d/1damyROA75gceNU1n3fqLlcgYtVLmkP-d3V-NRD7n_gM/preview?usp=sharing)

Class Code Wheel:

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INTAKE Cases - 9

INQ Cases - 2

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REP Cases - 40

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DEVELOP Cases - 111

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BUILD Cases - 33 SIGN Cases - 4

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AOJ Cases - 172

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WDR Cases - 24

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Announcements:

• [ ] Leah finally has her PIV Card! Ashley is training her on processing decisions

  • [ ] Fran - sent to Kailey - check

• [ ] Fran - cleaned out jotform inboxes and sorted all statements into neos cases AND almost 100% caught up on mail 🎉

  • [ ] Ashley - working on ATTN needed mail -

• [ ] Everyone should have office extensions - any voicemails transferred to your office extension should be being fwd to your email; for now Barbra is transferring any voicemails/anything that needs a call back to John and John will review and call client or ask someone to call back

  Employee-Phone-Directory-AUG2026.xlsx

  First Name	Last Name	Title	Extension	E-Mail	OSDRI Work Phone
  Liam	Boyle	VA Disability Client Coordinator	140	[email protected]	401-302-6366
  John	Cappello Esq.	VA Disability Attorney	203	[email protected]
  Dan	Evangelista	Veterans Benefits Counselor		[email protected]
  Ashley	Julien	Senior Paralegal	135	[email protected]
  Kailey	King Esq.	Managing VA Disability Attorney	121	[email protected]	401-600-1236
  Catarina	Liebe	Legal Assistant	128	[email protected]	401-864-9669
  Leah	Lunetta Esq.	VA Disability Attorney	144	[email protected]	401-863-4666
  Amanda	O'Neil Esq.	VA Disability Attorney	142	[email protected]
  Barbra	Thibault	Legal Assistant	102	[email protected]	401-601-1789
  Francis	Whitworth	VA Disability Client Coordinator	141	[email protected]

• [ ] August 17th - Cat starts full time with legal (one week!)

• [ ] OSDRI Stand Down Event - MANDATORY IN-OFFICE DAYS FOR ALL STAFF. Liam is going to run the VA side of legal tent at Stand Down Event (Sept 17-18); - more details when it gets closer

• [ ] Average Increase from INTAKE TO WDR = 33%

• [ ]

Agenda:

• [ ] Note Topics are IMPORTANT! - make sure you save the note as the correct note topic
  • [ ] Case Strategy - the report for Case Strategy Notes did not match up with the number of Case Strategy Case Dates entered - so I had to go into each case and update the Email Note Topic to Case Strategy (you need to go back into the Notes Tab after you email the client and change the note topic from Email to Case Strategy)
    • [ ] Case Strategy
  • [ ] Phone Calls - make sure you put the correct Note Topic for Phone Calls:
    • [ ] Phone Call to Client
    • [ ] Phone Call from Client
    • [ ] Phone Call to Client (Left VM)
    • [ ] Phone Call to Client (unable to leave VM)
  • [ ] Appeal Strategy - when you email the client with the appeal strategy for the case, make sure you make the note topic Appeal Strategy so it’s easy to make sure we communicated the appeal strategy to the client (and it’s an easy way for me to cross-check the number of appeal workups done)
    • [ ] Appeal Strategy