Slack Export

If we are going to get any AI tool though I would suggest one that helps manage some of the processes because I think that’s going to have the biggest impact. Once the reporting isn’t drowning that’s a bunch of people we can use to help build the simple things and then we can pitch the use case for more advanced stuff. That’s my two cents anyways

Darrell (darrell@shield-legal.com)

2024-03-27 17:59:46

Oh sure. Just need something to take the notes during a meeting because I like to talk rather than focus on writing stuff down. Yeah I kind of wondered how they felt about it being in the meeting and they have valid pts.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-03-27 18:00:12

Same it’s been a life saver!

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-03-27 18:00:31

Ya idk if they knew what it was tbh

👍 Darrell

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-03-27 18:00:51

I forgot I have it set to add to any new Google meeting I’m in.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-03-27 18:01:06

But it’s so helpful to have

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-03-27 18:01:25

Even if it’s just the recording being able to go back is amazing

Darrell (darrell@shield-legal.com)

2024-03-27 18:05:25

I’ll listen to this recording n send out some meeting notes and that invite for tomorrow here in a few I just wanted review some things first.

👍 Nicholas McFadden

🙏 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2024-03-28 15:26:14

Hey how do I open a ticket with someone about the power here? I cant keep this pc up

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-04-08 14:50:01

Hey had a good convo with tony. Lets talk when we are both at our desks.

👍 Darrell

Darrell (darrell@shield-legal.com)

2024-04-09 14:22:52

We need to keep a real close eye on what he’s creating there with that data dictionary and the custom objects because if it’s not designed right, it could make our lives a living hell a year from now.

👍 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-04-09 14:49:13

*Thread Reply:* I agree if there are anything’s you know that they have to not do or if you want to make suggestions I’m sure JP will be receptive

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-04-09 14:49:43

*Thread Reply:* Maybe modeling our basic structure to make sure the main points align

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-04-09 14:50:07

*Thread Reply:* Guide them with our own roadmap in a sense?

:1000: Darrell

Darrell (darrell@shield-legal.com)

2024-04-09 14:53:33

*Thread Reply:* Yeah, exactly he’s going to be working from a blank template because he doesn’t have access to the standard objects that would come normally with Salesforce. He’s going to be creating them all from scratch and whatever he creates, we have to mimic. If we have any kind of template for an object model, we can give him or suggest to him it will make our lives easier.

👍 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2024-04-23 16:47:36

*Thread Reply:* https://forum.uipath.com/t/extract-read-digital-signatures-from-pdf/361534/2

UiPath Community Forum

Extract/Read digital signatures from PDF

Hello T0Bi, Kindly refer this <https://opensource.adobe.com/dc-acrobat-sdk-docs/acrobatsdk/pdfs/acrobatsdk_jsdevguide.pdf> Read Page: 154-155 Heading: Getting signature information from another user. You might need to do a small workaround to get the Javascript running in a PDF application. Cheers, Digvijay

Original URL: https://forum.uipath.com/t/extract-read-digital-signatures-from-pdf/361534/2

Darrell (darrell@shield-legal.com)

2024-04-09 14:41:56

https://app.fireflies.ai/view/Jean-Paul-Armand-Lavalley-and-Darrell-McCracken::dnRUCBZ96RhK02kE

app.fireflies.ai

Jean-Paul Armand Lavalley and Darrell McCracken - Meeting recording by Fireflies.ai

**Darrell McCracken**, **Nick McFadden**, and **Jean-Paul Lavalley** discussed Salesforce implementation with Litify. Darrell shared his Salesforce expertise as Jean...

Original URL: https://app.fireflies.ai/view/Jean-Paul-Armand-Lavalley-and-Darrell-McCracken::dnRUCBZ96RhK02kE

Darrell (darrell@shield-legal.com)

2024-07-08 18:10:22

https://maps.app.goo.gl/enjxa2CgoqAQJtQP8

google.com

USA Auto Service #2 · 4810 S Fort Apache Rd, Las Vegas, NV 89147

★★★★☆ · Auto repair shop

Original URL: https://maps.app.goo.gl/enjxa2CgoqAQJtQP8

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-08-26 15:14:42

Hey need you to hop on a call with JP and I at 3pm to discuss your idea

👍 Darrell

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-18 13:29:46

@Darrell here are the csv files for DL's Hair Relaxer Campaign

master_intake_2024_09_18.csv

master_secondary_2024_09_18.csv

👍 Darrell

Darrell (darrell@shield-legal.com)

2024-09-19 18:49:42

I just about have the mapping done for this. I’ll start pushing records in tonight.

🙏 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-19 20:57:52

Awesome thanks!

Darrell (darrell@shield-legal.com)

2024-10-22 08:08:10

Hey man, want to grab a burger at The George later? I should be free around 11:30. Let me know.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-10-28 12:14:37

We need : • Name • Phone • Email • Medical record ordered y/n • Medical record ordered date • Medical record received y/n • Medical record received date • Case status • Rejection reason • Needles/matter ID

Darrell (darrell@shield-legal.com)

2024-10-28 12:14:59

Which case?

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-10-28 12:20:07

JP Report.xlsx

Darrell (darrell@shield-legal.com)

2024-10-28 12:49:35

Got it. I'll review this later. Have to get some work done for Jarett first

👍 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2024-10-28 20:37:00

• ~Name~ • ~Phone~ • ~Email~ • Medical record ordered y/n • Medical record ordered date • Medical record received y/n • Medical record received date • ~Case status~ • Rejection reason • ~Needles/matter ID~ Update: I've found these field values crossed out above for all of the 7.3 k records. Searching for the Medical updates now

👍 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2024-10-30 16:10:44

Hey... Sorry for the delay here. I have some questions for DL about the schema/design of the custom objects. The junction objects (joins) are configured in a strange way. I made some some assumptions about the data. I wonder if they are still trying to work out the design here??? Here's the query I used. We can bounce this code off JP. I'd recommend some design changes or the automations and security set up will be challenging.

SELECT JP_Extra_Info_Bridge__r.JP_Mass_Tort_Info__r.SKCH_Date_of_Review__c,JP_Extra_Info_Bridge__r.JP_Mass_Tort_Info__r.SKCH_Date_Sent_for_Review__c,JP_Extra_Info_Bridge__r.JP_Mass_Tort_Info__r.SKCH_Medical_Review__c,JP_Extra_Info_Bridge__r.JP_Mass_Tort_Info__r.SKCH_Summary_of_Medical_Review__c,JP_Extra_Info_Bridge__r.ABE_MRT_Paraquat__r.Name,JP_Extra_Info_Bridge__r.ABE_MRT_Paraquat__r.CreatedDate, FROM litify_pm__Matter__c WHERE Case_Number__c In ('231088', '224434', '220325',....)

Med records query Paraquat.csv

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-02-03 19:44:22

LR_DL KEY 2.0 - KEY.csv

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-02-03 19:45:27

Hey Abe asked that as we are finding the ID matches he wants it to be added to Litify. He said there was already a place for this to go

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-02-03 19:47:15

I am working to get all of the Contact IDs and that way I can match the secondary IDs to them. Depending on how they have their system set up they should have at least two spots, one for Lead ID and one for Contact ID. Could even get to 3 with designating a spot for the intake and secondary lead ID

Darrell (darrell@shield-legal.com)

2025-02-03 19:48:26

OK, none of this makes sense in the context of Litify. but I can meet with you tomorrow and discuss it. They don’t use contacts. We already have the law ruler ID pulled over on the account accounts.

👍 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2025-02-03 19:49:56

The problem we have is there are several law ruler records duplicated.

Darrell (darrell@shield-legal.com)

2025-02-03 19:54:31

For instance this example created just last week

image.png

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-02-03 19:57:39

Ok ya lets review tomorrow just want to make sure I am following through on a promise to him.

Darrell (darrell@shield-legal.com)

2025-02-03 19:59:06

Yep, sure thing, bro and I appreciate you sharing it with me. With NEC. I have been creating their intake and their accounts and their case with the law ruler ID on them. I can bounce this list off a vlookup look up to make sure that there are no conflicts on these older ones.

👍 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2025-02-03 20:41:13

~And the one that returned doesn't match the Name on the list. DL case 238563 is Marvin Whitener-238563~

Darrell (darrell@shield-legal.com)

2025-02-03 20:46:08

Resetting this

Darrell (darrell@shield-legal.com)

2025-02-03 20:53:11

Yeah the names arent matching. Who worked on this csv? I can sit with them and run querys to get the data corrected

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-02-03 21:02:09

Sounds good now more pressing are you wearing a full suit tomorrow and wed

Darrell (darrell@shield-legal.com)

2025-02-03 21:07:55

I have my jacket out, yeah. I know I’m going to take it off immediately when I get there and probably not wear it all day.

👍 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 15:16:51

How many of the Legafi Paraquats are in Litify now?

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 15:16:59

How many of the Legafi Paraquats are in Litify now?

Darrell (darrell@shield-legal.com)

2025-04-11 15:17:31

Should be 12. Let me verify that

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 15:23:19

Are their issues with those 12? issues with fields populating for the complete intake, as well as some potential document issues?

Darrell (darrell@shield-legal.com)

2025-04-11 15:29:32

The answer generally is yes, but if someone can tell me what they’re missing, I can zero in on something. We have asked 3 to 4 times via email what they are missing and received zero response yet people get pinged like you and Dustin. They are receiving every piece of data that every other paraquat campaign has received with a zero complaints.

Darrell (darrell@shield-legal.com)

2025-04-11 15:29:38

Also, yes, confirmed 12

Darrell (darrell@shield-legal.com)

2025-04-11 15:29:45

I’m going to drop a CSV here with the names

Darrell (darrell@shield-legal.com)

2025-04-11 15:31:01

Paraquat LegaFi.csv

Darrell (darrell@shield-legal.com)

2025-04-11 15:33:58

They also have all 12 questionnaires with intake answers.

Darrell (darrell@shield-legal.com)

2025-04-11 15:40:13

spot checked the docs again - They are also confirmed moving

image.png

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 15:45:15

Okay thank you for this, I am going to try to figure out what they are needing and get back with you

Darrell (darrell@shield-legal.com)

2025-04-11 15:49:16

we might have intermittent missing docs. diving deeper with Daniel now

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 15:59:38

Ok let me know, I have to call Abe soon

Darrell (darrell@shield-legal.com)

2025-04-11 16:01:13

I think it might be best to retrigger these and delete the duplicates. It going to be 11 retriggers to be safe. That would be faster than auditing all and trying to find wants missing.

Darrell (darrell@shield-legal.com)

2025-04-11 16:01:45

Also will find the root cause and correct

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 16:02:40

Is Legafi getting these sent to them from Litify or is it not being sent out?

Darrell (darrell@shield-legal.com)

2025-04-11 16:02:47

just going to DL

Darrell (darrell@shield-legal.com)

2025-04-11 16:03:09

LegaFi is waiting on DL

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 16:03:09

Ok just wanted to make sure that if you retrigger to DL that it still updated Legafi properly

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 16:03:42

Are they supposed to build an integration to LegaFi or just waiting for our integration to DL to be done?

Darrell (darrell@shield-legal.com)

2025-04-11 16:05:22

I dont see anything built to send to Legafi from DL. I think they are receiving from DL manually. Malissa got asked by LegaFi why nothing yet and DL said they didnt have the data which baffled us'

Darrell (darrell@shield-legal.com)

2025-04-11 16:18:18

Going to retrigger these to make sure the documents come over. It’s 11 records. I will then go and delete the duplicate records that were triggered with intermittent document retrieval. Will Also send an email to the team to let them know about the new record ids

Darrell (darrell@shield-legal.com)

2025-04-11 16:19:20

We don’t have code built to just update matters with documents but would be good to have

Darrell (darrell@shield-legal.com)

2025-04-11 16:19:47

Any objections??

Darrell (darrell@shield-legal.com)

2025-04-11 17:05:22

On the 11 dupes came in correctly. Will construct the email and perform cleanup as needed.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 17:07:51

Just make sure to send out the email and that I am on it

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-11 17:08:32

Abe is going to call me at some point so want to be able to mention it to him

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:36:20

Hey in your email to Abe I saw you put the picture of the 3 dofs but those say for a Billie Lynn Sanders when the one Abe checked was Nicholas Chappell.

Darrell (darrell@shield-legal.com)

2025-04-12 11:36:46

Yeah, I was just giving him one example

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:36:49

Is this another issue? Or were you looking at a diff example?

Darrell (darrell@shield-legal.com)

2025-04-12 11:36:53

It’s there for all 12

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:36:58

Darrell (darrell@shield-legal.com)

2025-04-12 11:37:06

Those are the three documents they want right

Darrell (darrell@shield-legal.com)

2025-04-12 11:37:08

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:38:42

The only thing is if the fee agreement is in another doc or not

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:39:06

We can check with Mal and/or Anthony

Darrell (darrell@shield-legal.com)

2025-04-12 11:39:32

they create a record inside of Salesforce, which represents the fee arrangement. And we are supposed to reference that record on each of these matters that we create. That’s what I’ve done and you can’t see it in the spreadsheet.

Darrell (darrell@shield-legal.com)

2025-04-12 11:40:22

He’s correct though about the roles not getting created that is on us to fix.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:40:25

That makes sense but if it’s a specific doc they still might want it include in the doc push

Darrell (darrell@shield-legal.com)

2025-04-12 11:40:31

It’s working for NEC so it’s something Daniel and I need to review

👍 Nicholas McFadden

Darrell (darrell@shield-legal.com)

2025-04-12 11:40:58

However, the data is all in his database. It’s just in a custom object and just sitting there he just probably doesn’t know where it is.

Darrell (darrell@shield-legal.com)

2025-04-12 11:41:07

That’s what I’ve pointed out

Darrell (darrell@shield-legal.com)

2025-04-12 11:41:37

I didn’t want to remove those duplicates last night because it was getting late and I hadn’t checked to see if they were different or if the data had been updated and I was deleting someone’s work.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:41:45

Which I understand but ultimately if it’s not where they want it they are going to continue to complain

Darrell (darrell@shield-legal.com)

2025-04-12 11:41:49

I will just hold onto the old records in the recycle bin just in case

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:42:22

Yes I think you did the right move by holding on to them until confirmation

Darrell (darrell@shield-legal.com)

2025-04-12 11:43:32

Something I want to review with you and Ryan on Monday. I found out about this particular fee, split with legafi and the integration at the very last second from Mal. We just need more of a runway to make this work correctly from the beginning. Maybe I missed a message or I’m not in the right slack channel but we just need a couple of weeks wrap up time rather than doing it overnight and expecting good results.

👍 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:43:32

Yes might need some training but if that training doesn’t happen it is just going to frustrate them more. Not saying it’s right just knowing how they operate

👍:skin_tone_3: Darrell

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:44:25

Ya let’s make sure we have good communication path for us

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:44:41

So you can get the head up

Darrell (darrell@shield-legal.com)

2025-04-12 11:45:13

Some of these are gonna be cookie cutter copy and paste, but this particular one they are collecting several medical providers information. That’s going to be a complicated integration from Google to Litify

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:45:16

If you’re working on stuff over the weekend and need Daniel I or you can reach out to him

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:45:46

He should make himself available for you and if not I’ll talk to him

Darrell (darrell@shield-legal.com)

2025-04-12 11:45:58

Thanks man I think I’m good. I just wanted to offer that to Abe because I’m working anyway.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:46:45

Well Daniel is yours to use so don’t hesitate

👍:skin_tone_3: Darrell

Darrell (darrell@shield-legal.com)

2025-04-12 11:46:58

Thank you I appreciate you reaching out and letting me know.

Darrell (darrell@shield-legal.com)

2025-04-12 11:47:23

We’ll get this thing dialed in, but some of these are going to be a little bit complicated and require a little more ramp up time. Appreciate the patience and sorry for getting everyone copied on an email this morning.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:47:43

No you’re fine that’s what is needed

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:48:51

Because they are already upset and if it’s going to be complicated still we need to full court press now.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:50:03

This seems like the main pain point so let’s get that mapping sorted

Darrell (darrell@shield-legal.com)

2025-04-12 11:50:17

Another thing that we should be aware of that, I don’t think that Abe quite grasps yet…. Paraquat as a case type is just one entity to them. However, we have different questionnaires for every different fee split and we call them campaigns. They think because the other paraquat was done this one should be ‘just turn it on’.

Darrell (darrell@shield-legal.com)

2025-04-12 11:50:44

All of them require different mapping so we just need to set that expectation

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:51:50

Yes I agree that is something we can both try to express to them. Might take a couple reminders but hopefully it will get through to them

:thank_you: Darrell

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 11:53:19

Alright man well thanks for the work in this, let’s just bring it home now. Fingers crossed that the mapping issues are easier fix.

Darrell (darrell@shield-legal.com)

2025-04-12 11:53:53

Yeah, it will get fixed on Monday. I’m already drawing it out now so I’ll just have to work with Daniel on it. Again, thanks for your messages today and have a good rest of your weekend.

👍 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-12 12:08:04

Thanks and you too man

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:34:50

Are you sending the declines to DL currently?

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:34:54

via API?

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:35:11

I am having mark cancel the email automations

Darrell (darrell@shield-legal.com)

2025-04-30 11:35:43

I don’t do anything with declines as of now

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:35:56

Ok then we will continue with those emails then

Darrell (darrell@shield-legal.com)

2025-04-30 11:36:12

I would never have a reason to modify those emails because I’ve never included them so yes

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:37:13

Just don't want Abe freaking out about receiving any emails before the integration is setup

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:37:24

so having mark change his process when setting those up

Darrell (darrell@shield-legal.com)

2025-04-30 11:39:23

He asked me about a month ago. I told him I was not including them in the automation and he was OK with that then. Of course he may have changed, but that’s what I’ve been going off.

Darrell (darrell@shield-legal.com)

2025-04-30 11:39:41

I will have that recorded in the fireflies meeting if you need it.

👍 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:40:18

Ya that was Cam's direction to stop the emails so there isn't confusion

👍:skin_tone_3: Darrell

Darrell (darrell@shield-legal.com)

2025-04-30 11:41:05

If we are to send them in the automation, then we have to create a separate json for that.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 11:41:15

We will still send declines via email but not the finals

Darrell (darrell@shield-legal.com)

2025-04-30 11:41:23

Darrell (darrell@shield-legal.com)

2025-04-30 12:37:08

Chowchilla Womens Prison Abuse - DL - Flatirons - Shield Legal

We need ....

Case Type Record Id Parent Case ID Fee Arrangement ID

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 21:10:48

Hey a heads up for the email template. I would double check the campaign name. What’s on the spreadsheet is short hand more internal. We can go update them in the spreadsheet with the full names but just so you know

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 21:11:13

Darrell (darrell@shield-legal.com)

2025-04-30 21:13:00

Double check it where???

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 21:14:04

Do you have access to the Monday boards?

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-04-30 21:14:11

If not I would look in Law Ruler

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:05:56

Hey can I get an ETA on the data dump? We all need to sit down to come up with strategy and roll out plan

Darrell (darrell@shield-legal.com)

2025-05-02 15:06:28

They haven’t put any of the questionnaire data in.

Darrell (darrell@shield-legal.com)

2025-05-02 15:07:20

I can send you back all of the intake data and the matters, but they haven’t put any questionnaire in so that won’t show up at all.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:08:53

Ok therefore all of the default contact/PII was split out properly?

Darrell (darrell@shield-legal.com)

2025-05-02 15:09:01

For us to add that I would estimate that we could do it at about one case/campaign per day.

Darrell (darrell@shield-legal.com)

2025-05-02 15:09:26

Yeah, that’s all done minus any law rule IDs because they didn’t put that in

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:09:40

We will need the fields to know what we should split and maybe have to make more fields if they seem warranted

Darrell (darrell@shield-legal.com)

2025-05-02 15:09:51

We will have to create the fields they’re not even created

Darrell (darrell@shield-legal.com)

2025-05-02 15:10:03

So it requires building a new table for each campaign

Darrell (darrell@shield-legal.com)

2025-05-02 15:10:11

With all of the custom fields

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:10:33

Ok then we will need to sit down and go through every intake with Anthony and make the required adjustments

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:10:58

We gotta do that today so we can begin figuring out the timeline

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:11:20

Ok then we will need to sit down and go through everyintake with Anthony and make the required adjustments

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:11:28

Ok then we will need to sit down and go through every intake with Anthony and make the required adjustments

Darrell (darrell@shield-legal.com)

2025-05-02 15:11:33

The way I’ve been doing it is just to export the CSV of all converted intakes and then have it create a blanket text field for all the questions and answers.

Darrell (darrell@shield-legal.com)

2025-05-02 15:11:43

This is what Datavative was talking about on the call.

Darrell (darrell@shield-legal.com)

2025-05-02 15:12:08

I can show Daniel how to do it as well

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:13:15

Ok so if we review and edit the intake we can just upload that structure which is good

Darrell (darrell@shield-legal.com)

2025-05-02 15:14:25

Salesforce has a UI based product where you can just take a CSV and as long as the field makes sense you can upload it. It will create the column headers and then fill in the rows as well.

Darrell (darrell@shield-legal.com)

2025-05-02 15:14:54

Because of our limitations with law rule, and this is what I’ve used to create the questionnaire objects.

Darrell (darrell@shield-legal.com)

2025-05-02 15:16:16

It’s a little tedious, but like I said, we could have each about one per workday. Maybe more

Darrell (darrell@shield-legal.com)

2025-05-02 15:16:27

• average

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:16:41

Ok but we will need a data dump what’s in there regardless to match up

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 15:17:11

But it’s going to take more than that to split things out accordingly

Darrell (darrell@shield-legal.com)

2025-05-02 15:17:33

Yeah, I can get you that. In fact, I’ve given it several times to Britney’s team and copied everyone.

Darrell (darrell@shield-legal.com)

2025-05-02 15:17:49

It’s going to be account intake and matter PII data.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 16:06:45

Ok and we should load back in our LR lead ids now too

Darrell (darrell@shield-legal.com)

2025-05-02 16:18:15

Yeah we’re missing about 5k of 25k matters at last look. I’ve definitely been pushing it in on the questionnaire too. That way we can tie the two tables together with that as the primary.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 16:22:49

Ok ya if you can get all that together we can review at 3 with everyone

Darrell (darrell@shield-legal.com)

2025-05-02 16:24:41

I will never have that together by three

Darrell (darrell@shield-legal.com)

2025-05-02 16:24:52

I’m working on BFG’s environment right now

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 16:26:52

Ok when do you think you could?

Darrell (darrell@shield-legal.com)

2025-05-02 16:27:22

What are you exactly needing from me besides the timeline I just gave. If you’re asking for the data dump, I can have that on Monday, but that’s going to take a lot of time.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 16:27:24

Also do you know if they still have needles?

Darrell (darrell@shield-legal.com)

2025-05-02 16:28:19

No, I don’t have access to needles. I don’t know what they’ve done with needles.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2025-05-02 16:31:11

We can discuss on the call maybe nothing

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