Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-11 12:49:29

https://console.cloud.google.com/iam-admin/iam?project=tort-intake-professionals

accounts.google.com
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-12 14:11:31

Make a Post request for Authorization Tokens

def getlrauth(cid, csecret,uname,upass):

Authorization endpoint

auth_url = '<https://auth.lawruler.com/tortintakeprofessionals/identity/connect/token>'

## Pass credentials
body = {'grant_type': 'password',
            'username': u_name,
            'password': u_pass,
            'scope': 'openid profile read write offline_access',
            'client_id': c_id,
            'client_secret': c_secret
        }
headers = {'Content-Type': 'application/x-www-form-urlencoded'}
# Execute authorization token request
auth_resp = <a href="http://requests.post">requests.post</a>(auth_url,data=body,headers=headers)

# Store Token Info
auth_data = auth_resp.json()
a_token = auth_data['access_token']
token_type = auth_data['token_type']
r_token = auth_data['refresh_token']

return a_token
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-12 14:11:48

LRID ="tortintakeprofessionals.client.resource.owner" LRSECRET= "3RsxCggviuYBdBZQ15DT1faJFOPRJLMG" LRUSERNAME= "nickmcfadden@tortintakeprofessionals.com" LRPASSWORD= "tip123" PROJECT_ID= "tort-intake-professionals"

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-17 16:49:32

I asked Ryan for access to GitHub and he said for you to confirm which projects.

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-21 12:05:13

https://themedialaboratory.slack.com/archives/C01EQF51UTC/p1726936480164979 Does this mean that the campaign will require an integration?

Cameron Rentch (https://themedialaboratory.slack.com/team/UHMC40W4E)
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-23 14:00:01
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-24 15:21:20

ZChkQt77$**

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-25 13:15:09

<<Contact.Client.Last Name>>

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-02 14:59:00

Hey not feeling well. Headed home. If you need me text or call me. I'll try to be on when I can

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-03 11:59:23

Want me in the wagstaff meeting?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 12:25:00

Sorry just saw this no I was on for it

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 15:30:27

@Dustin Surwill can you get me an update on everything by 3pm?

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 11:17:58

Want me to try converting NEC to GCP?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:26:07

Yes because I can get it to work on Postman so should work fine with the new system

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:26:47

cant keep waiting on this

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 12:00:02

https://themedialaboratory.slack.com/archives/C05GHTD7M24/p1728060253520829 I changed the LR automation to go to GCP on re-trigger and triggered 600094 - Nathen Borrero, yesterday with no document upload failures. Should we swap signed e-sign final to GCP?

Cameron Rentch (https://themedialaboratory.slack.com/team/UHMC40W4E)
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:06:09

Yes

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:08:49

wwas this the similar fix you had with vga to now get the docs going through

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 12:09:25

The same thing. All I did was submit via python

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:10:16

Was this a production issue or was this a testing issue?

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 12:10:35

MPA unable to parse the docs to upload

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:11:06

Are we telling them when we are testing and what is sent over?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:11:30

in general or failing now?

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 12:12:45

I did not have contact information until eod yesterday. Will send email including new re-trigger. MPA issue seems to be a general error that recently started across multiple flows. Seems to be any flow that sends to SmartAdvocate.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:12:50

also are these failing and are we receiving logs/notifications?

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 12:13:25

in MPA these are failing but take about 10 hours each and notify via slack

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:14:07

then the team needs to be watching for those failures and at least throwing a hand up

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:15:45

if this has started across multiple flows which ones are those and lets make those the top priority for moving to GCP

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 12:17:43

Will get you that list soon. How do we set up a schedule to for pub/sub to trigger the main gcp function?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:19:39

there is Cloud Scheduler and then you can have it trigger a pub/sub message to send on the schedule thus triggering the rest

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 17:30:23

Hey not feeling great. Trust you to handle anything for the rest of today.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 17:31:17

Have James handle any communication needs and then just keep on track

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 19:43:41

To update you. 9 of the 13 on the sheet and nec wagsatff are made for gcp (mapping and code). Need to deploy as functions then test

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 20:24:05

Can I get Oct 25 off?

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 21:01:00

Yeah shouldn't be a problem

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-08 18:58:59
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-11 15:40:24

def extract_sig(FILE: str): pdf_document = fitz.open(FILE) for i, page in enumerate(pdf_document.pages()): if i != 4: continue data = page.get_text('dict')['blocks'] image_data = [_ for _ in data if _.get('ext') == 'png'] for j, image in enumerate(image_data): with open(f'{FILE}-{i}-{j}.{image["ext"]}', 'wb') as f: f.write(image['image'])

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-11 17:56:41

Key=6084A579C6CA45059910B47CE286B

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-11 17:59:47

Creating a Lead/Intake via the Legal CRM API Want to create a New Lead in Legal CRM or Update the data to an Existing Lead? Legal CRM uses the term “Lead” and is meant to refer to either a Lead or Intake.

Creating a Lead Sample of a POST link with all of the fields, use the ones you would like to try: (This is a URL-Encoded example for visual purposes, we highly recommend POSTING all these data points using form-data as individual post parameters instead.)

https://sample.yoursiteURL.com/api-legalcrmapp.aspx?FirstName=John&LastName=Smith &Address1=123 AnystreetCity=WilkesBarre&State=PA&Zip=12345&CellPhone=570-123-7899&HomePhone=570-123-7899&Email1=test@testing.com&Summary=His vehicle was hit by a drunk driver&CaseType=Auto Accident&LeadProvider=Google&Hear=Live Chat&Key=Y8d7cMkSLGhONnZyjzVAVbhGV9eXX8

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-13 20:15:52

FYI

Zekarias Haile (https://themedialaboratory.slack.com/team/U07P7DV2A0Z)
👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-14 11:56:35
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-15 11:59:37

https://stackoverflow.com/questions/2498875/how-to-invert-colors-of-image-with-pil-python-imaging

Stack Overflow
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-15 12:00:44

https://pymupdf.readthedocs.io/en/latest/recipes-images.html

pymupdf.readthedocs.io
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 12:37:14
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 19:21:39

Does this work, or do I need to find and add the reason?

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-17 13:17:35

from concurrent.futures import ThreadPoolExecutor with ThreadPoolExecutor() as executor: executor.submit(run, **args, capture_output=True, shell=True)

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-17 19:50:31

I found an issue with the way I was doing the threadpool and had to resort to the following: from concurrent.futures import ThreadPoolExecutor, as_completed with ThreadPoolExecutor() as executor: threads = [] for args in range(10): # replace with your iterable threads.append(executor.submit(run, args, capture_output=True, shell=True)) _ = [_.result() for _ in as_completed(threads)] # as_completed will block until all threads are complete

🙏 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-20 20:36:12

lrinboxdump gcloud function complete: https://github.com/shield-legal/lawruler-ui Can trigger manually via powershell: curl -H @{"Authorization"= "Bearer $(gcloud auth print-identity-token)"} <https://lawruler-ui-144747688343.us-west4.run.app/lr_inbox/to_bq/> or in the repo ./utils.ps1 test-bq it takes about 5 minutes to run. there are 3 runs in bq currently (if you delete the table, it will auto re-create) https://console.cloud.google.com/bigquery?project=tort-intake-professionals&ws=!1m5!1m4!4m3!1stort-intake-professionals!2slr_data!3slr_inbox In order to update:

  1. clone repo (lawruler-ui)
  2. Change code
  3. ./utils.ps1 build (with docker installed)
  4. gcloud auth configure-docker <a href="http://us-west4-docker.pkg.dev">us-west4-docker.pkg.dev</a>
  5. ./utils.ps1 push (with docker installed)
  6. Goto function: https://console.cloud.google.com/run/detail/us-west4/lawruler-ui/metrics?project=tort-intake-professionals
  7. "Edit & Deploy New Revision"
  8. In the "Edit Container" menu a. "SELECT" Container image URL b. under <a href="http://us-west4-docker.pkg.dev/tort-intake-professionals/custom-docker">us-west4-docker.pkg.dev/tort-intake-professionals/custom-docker</a> c. under lawruler-ui d. select image with latest tag
  9. Click "Deploy"
🙏 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-20 20:39:47

Took me about 2 hours Friday and 5 hours today (sunday, with distractions and only 1 monitor, should have been 2 or 3 hours on sunday)

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-21 14:39:12

https://console.cloud.google.com/bigquery/scheduled-queries/locations/us/configs/675913db-0000-2470-8c9b-582429bfced4/runs?project=integrations-tip

accounts.google.com
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-22 16:19:50

Hey ryan is trying to start using some of the lrinbox data but becasue lrdata.lr_inbox data in BigQuery is set to a Data Location of US-WEST4 instead of just US multi-region he cannot create his model in DBT with that being the only dataset not in the same regjion. He wants to know if you can update that?

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 16:39:12

should I be using US multi-region for everything instead of US-WEST4 when I can?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-22 16:44:31

I guess so if it is going to mess up their scritps

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 16:47:32

Does this also mean I should toss everything in the "Tort Intake Professionals" project?

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-22 16:49:02

might as well

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 17:28:33

That means a new cloudsql instance for that project...

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-22 17:46:14

I’m fine keeping it separate if it doesn’t hinder us going cross project. Otherwise maybe we need to start cloud sql instance in TIP, migrate over data from Integrations and delete old projects

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 17:47:19

cloudsql instance in the tort-intake-professionals project. to prevent the issues of going cross-project

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 17:47:46

this would be for the lr data dumps

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 17:47:58

I also found a way to make cloudsql cheaper

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-22 18:10:24

Alan reached out with the following:

We just got off a call with Meadow regarding VGA - Julia mentioned that she received an email automation of a test lead in a closed case type Test Test Gaming Addiction - Meadow Law - Ghozland (TIP) - Shield Legal Test Lead Dispos Created: Jul 2, 2024 2:06 PM Lead # 550520 [3:35 PM] Alan Gill

Also Ashley mentioned that many of the retainers that were uploaded into Smart Advocate are not showing in the correct document section causing an error based on NO RETAINER. She mentioned that she was working with you on this and sent an email but haven't heard back . Thanks

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 18:11:36

Was probably Ahsan doing a test for that case_type. He did not do it through GCP so I have 0 logs. I will talk to him about it tomorrow. Alex and Britney asked us about it as well

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 18:14:19

We do not have logs that mention missing docs. Since everything is already pushed we can only re-send docs without causing a duplicate

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 15:35:41

Any comments on the baypoint doc before I send it to Cam?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-15 11:54:02

https://tortintakeprofessionals.monday.com/boards/6304263960/pulses/7828891879

tortintakeprofessionals.monday.com
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-18 20:18:01

My ETA calculation was not taking into account the number of accounts. With 8 accounts it says about 24 hours:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-18 20:18:45

Hell ya!!

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 14:58:22

Would this be of any help? it was in the github: https://github.com/shield-legal/leadspedia/blob/main/leadspedia/leadspedia.py last update Jan 2022

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-19 22:34:55

Just a heads up, we will have to do a full audit of Wagstaff tomorrow morning for Cam

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 22:35:25

Ok?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-19 22:36:14

Saying there are differences on count between us and them

👍 Dustin Surwill
🙏 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-19 22:36:25

Shocker I know lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-19 22:37:08

So we will just have to go through it with Tony tomorrow morning

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-20 11:24:41

David Warren Douglas Lang Samuel Calvary

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 11:29:52

David Lee Warren 564377: never sent via automation only to patsy and nick m on 10/3/24 Douglas James Langer Sr 586064: currently in QA wip Samuel Gene Calvary 576109: sent via MPA 9/3/24

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 11:49:00

MPA message for Calvary: https://themedialaboratory.slack.com/archives/C04A8RLMASJ/p1725408037413959

Microsoft Power Platform Connectors (https://themedialaboratory.slack.com/services/B03LAQ7DY5A)
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 17:58:19

```class CustomThreadPoolExecutor(ThreadPoolExecutor): def init(self, args, kwargs): super().init(args, kwargs) self.tasks = [] self.logger = logging.getLogger(self.class.name) self._lock = Lock()

def submit(self, fn: Callable, /, **args, ****kwargs):
    task = super().submit(fn, **args, ****kwargs)
    task.func = fn.__name__
    task.args = args
    task.kwargs = kwargs
    with self._lock:
        self.tasks.append(task)
    return task

def remove_done(self):
    not_done = []
    with self._lock:
        for _ in self.tasks:
            if not _.done():
                not_done.append(_)
            else:
                _.result()
        self.tasks = not_done

def shutdown(self, wait: bool = True, **, cancel_futures: bool = False, await_tasks: bool = True):
    if sys.exc_info()[0]:
        await_tasks = False
    if await_tasks and wait and not cancel_futures:
        <a href="http://self.logger.info">self.logger.info</a>(f'Waiting for all tasks ({len(self.tasks)}) to complete before shutdown...')
        while self.tasks:
            wait_for_futures(self.tasks, self.logger)
            self.remove_done()
    super().shutdown(wait, cancel_futures=cancel_futures)```
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-21 11:40:11
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-21 17:36:21

https://github.com/docusign/code-examples-python/blob/master/app/eSignature/examples/eg037_sms_delivery.py

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-21 17:36:43

https://developers.docusign.com/docs/esign-rest-api/how-to/

Docusign Developer Center
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-22 15:31:19

their meeting is over

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-25 20:04:40

We should send our notes/comments to Joe. Do you want me to do that?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-25 20:07:46

Dang I forgot about that yes send it to everyone except the lawruler people

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:00:33

These 2 clients did not post into the Bay point system. They are asking to have them reposted into there system. Jameca Turner Virginia Cassady

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:00:40

Tony just sent me this^

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:01:05

But we addressed this yesterday correct? That their system timed out for the docs?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-26 10:13:38

Yes. It was addressed yesterday

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-26 10:13:59

I can forward you the thread

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:14:17

No I saw you responded to cam saying it was done

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:17:56

Just Tony reached out to me so at first I thought it was something else but sound like he just hadn’t gotten to it or something. Either way told him it was handled

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:18:01

Question though

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:18:28

Is it me or does it seem like anything Craig is involved with ends up with Cam messaging us?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:19:01

Feel like Craig doesn’t need to be part of these discussions and since he doesn’t know anything ends up making things more complicated

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-26 10:19:51

I talked to @Malissa about that yesterday. We made it clear to Craig that she is the point of contact for the team

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 10:20:14

Ok good

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-26 16:38:47

How real time should the lr sync be? I think I can get it to run faster than every 30 minutes with only 1 account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 16:48:11

Every 15 to start

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-26 16:54:43

With whatever we are doing let’s ease into it. Slowly stress test the system

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-26 19:54:56

stress test which system? GCP or LR? I think we have already stress tested LR with 8 accounts concurrent for 56 hours (last weekend). GCP seems much faster than my laptop. My laptop takes 6 minutes to update the last 2 hours worth of lr data with 1 account whereas GCP takes 1 minute to update the last hour with 1 account.

By the way, the dump is now in the cloud set to run every 15 minutes.

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 11:19:08
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 11:59:07

Ok ya I was saying for the LR side to set only 15min pulls. I just don’t want to overload anything out the gate is all.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 11:59:29

Regarding Ryan’s request do you have a could handle on how to get him those numbers?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 11:59:59

Yes, just figured he would request it from you and you would request from me

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 12:01:10

Oh ya he did not so thanks for the heads up

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 12:01:21

How’s everything going over there today?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 12:01:37

slow & quiet

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 12:02:05

ACTS did not give us mappings yesterday but they said they would send them by the end of next week

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 12:05:05

Ok and did the Legifiy people send the mappings?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 12:05:28

No, we will be reaching out about that

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 12:07:05

Let’s plan to check in around Wednesday to see where ACTS is at

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 13:11:36

Have you seen that there might be some built in CDC functionality with Cloud SQL? I am starting to look into it. May need to build our own to manage data size or just do overwrites and "snapshots" saved to Cloud Storage

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 13:14:10

check out Google Datastream

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 13:25:39
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 13:25:56

CDC is not available for postgres only microsoft sql server:

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-27 13:27:23

Looks like Datastream can replace fivetran

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 13:29:33

I am wondering if we implement the indexing and partitioning maybe we should reconsider how should we split between postgres and bigquery.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-27 13:29:43

we can discuss more next week

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-09 18:38:03

Tony does not want ASA to change the status. so the retriggering will be on us

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-09 18:41:55

Ok that’s fine

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-09 18:42:04

Have Daniel track itt

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-10 19:03:06
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-11 17:34:42

We added a column for the monday status of the gcp integrations which tells us if the automation was deleted or never created

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-16 14:07:13

589873

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-16 14:09:00
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 14:17:52

Before I go ask her can you double check to make sure it hasn’t been corrected?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-16 14:20:14

It has not been fixed

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 14:25:26

Ok thanks

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 13:52:26
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-19 16:43:52

What is the status of the approval for sending decline reasons to simons for bard powerport?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-19 18:03:22

?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-19 18:05:46

or did we decide that simmons does not get the decline reason? I remember after the meeting with simmons that they wanted the decline reason but you said that we would need Cams approval to send the reasoning

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-19 18:06:08

I have been waiting before sending a test with other changes

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-19 18:06:35

I didn’t get a chance to talk to Cam about it.

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-19 18:08:47

I believe Tony acknowledged needing to do it for this client but didn’t want to try to do it for all of them. Ask Tony about it and when we can expect them to be completed so we can send those leads

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-20 10:54:43

Hey I’ll need you to run point on getting the “inventory” of what we are sending for integrations and for you to go around to see what the other departments are doing. I will talk with Ryan

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-20 14:15:23

Should I wait until you are available to address Ahsan's dark humor and blame of other systems? Other people are starting to repeat some of those statements

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-20 14:17:04

Feel free to take a crack at it and I’ll follow up when I’m back

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-20 14:17:30

Also if we have a plan forward let everyone know Mal, etc

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-23 12:00:51

On the phone with Joe

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-23 13:33:15

Meadow is harassing Alex about needing the signed and declined via api. Are we good to send the backfill of signed & declines to Meadow for VGA (133)? Or do we need approval from Cam & Tony?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-23 13:33:32

No decline reasoning just that it was declined

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:39:44

I thought that is what they requested? To have the reasoning? That’s why we needed approval for, just to have a field that we overwrite”Declined” is fine to go ahead with

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-23 13:40:35

We needed approval for Simmons since they needed the reasoning but Meadow just wants them marked and in their system via API

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:40:54

Then that’s fine to go ahead for Meadow

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:46:00

This campaign the same leads going to Simmons and Meadow for VGA?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-23 13:46:28

No, Bard Powerport for Simmons and Gaming Addition for Meadow

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:51:02

Sorry driving and trying to do this is not the best

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:51:35

Ok let’s come up with a couple standardized reasonings for a dropdown

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:52:45

Things like: insufficient docs, opt out, didn’t meet timeline, not sufficient exposure, etc

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:53:25

Whatever makes sense for the case

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:54:25

If we have to we can just tell them on anything currently sent will be a hard code of “Declined” like Meadow until we can establish the categories and process

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:54:45

Maybe throw it back to them and ask if they have any input on categories

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 13:55:54

Cam and I will have a future convo with Tony about establishing these categories long term but he said not now

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-23 17:48:51

can I get the Connex DB information? @deleted-U06GD22CLDC said you could provide it

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-23 17:51:49

Ya give me a sec and I’ll send it to you

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:30:44

Hey how's everything going?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 12:41:14

alright

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:41:56

Have a nice holiday?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 12:42:17

yes, you?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:42:18

Need anything from me? How did the convo with Ahsan go?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:42:34

Ya good man got to see family I haven’t seen in years

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 12:43:16

convo went good, think I have seen a slight change.

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 12:43:44

More memory and permission to do another LR backfill to fix bugs in the data

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:44:32

I can make a request to Joe

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:44:52

Backfilling just discuss with other apartments and let Joe know

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 12:45:39

or a better laptop. I have a local version of postgres running for a report I helping David with and it takes forever (>20 minutes) to generate from the data (some of the data is in the BQ, so i copied it locally to reduce cost and allow joins)

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-27 12:49:45

He is hoping to get you some better stuff by next week

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 12:35:29

Available for quick meeting with Joe?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 13:30:18

I did not invite Brittany

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 13:46:19

Should I change the database dump to only run at 10PM? instead of every 30 minutes? since I think the database dump is the worst offender

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 13:46:32

Is your leadspedia data in BQ?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 14:23:41

I see no data in Shield Legal BI / BQ / leadspedia / all_leads

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 14:40:04

ok I will work on it today

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 14:41:05

Do you want to push it postgres instead? We can have a meeting where I show you how to access postgres. It is easy with PyCharm

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 14:54:51

if the 2PM meeting is no longer needed can we cancel it?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 14:55:56

Yes I was just sending a note about it

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 14:56:59

let the team know

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 16:47:59

Should i give integrations permission on the project with the lr data for bigquery / postgres?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 16:48:09

Should I change the database dump to only run at 10PM? instead of every 30 minutes?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 16:59:54

Yes to both

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 17:00:07

Have the guys help out Brittany or anyone else to get the data they need

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 17:00:27

Ahsan supposedly has bandwidth so make sure he is helping out

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 18:18:04

If Brittany's team had a google group (dl) like we have for integrations it would simplify the permissions in GCP

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 18:25:18

Is it a group but we can still see individual accounts?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 18:25:32

Just don’t want the issue of not knowing who did something

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 18:27:14

I think it is more role based access, you are in the group so you get access. I do not know how it logs, I do not find many user based logs in GCP. I feel like google would do it correctly and log the user not the group

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 18:33:21

Ok so then yes give them a group

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 18:33:41

We do not have access. It is a Ryan or Mike Everhart thing

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 18:37:27

fivetran is syncing the ftlrcasetypes-list gcp function every minute. I assume to copy lr case types from lr to bq. we should turn it off and change anything that was using it to use the lr-data dataset in bq

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-30 18:37:46

Agreed

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-03 13:15:06

Found that pulling from the activity log to get the questions and answers per lead does not work since I have to match on the lawruler field (c-###) but that can be on the lead once per tab (General Questions, Screener, ...) which is a problem since the questions are duplicated between the general questions and screener tabs. The only way I think to resolve this is to use the API since it returns the question id (unique per question no matter the tab). For 1 lead it took about 2 minutes via the API but only 2 seconds via the UI API. We will either have to run a fill 10pm - 4am pst or ask them for the data. A fill with the API on 1 thread will take >2 years 24/7 and with the UI API on 1 thread with take >14 days

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-11 21:34:12

FYI: Me and @Ahsan have been in a slack huddle and code with me (to my pycharm) since 1:30 PM

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-11 21:34:37

And for the last 2 hours my laptop has been at 100% CPU slowing down everything

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-11 22:06:16

Is it really that much to run this each time? And is there anything we can really do right now?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-11 22:13:11

It takes approx 5 minutes to run the fl_test.py and less than 30 seconds for the rewrite

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-11 23:39:00

Gotcha

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-14 15:59:05

I prefer automations / logic to AI for something like that

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-22 15:32:55

Hillel mentioned needing an integration with Legafi

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-22 15:33:10

We only made the connection with Wagstaff correct?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-22 15:34:03

Correct. I do see anything in the chain from Hillel that mentions integration with LegaFi only email

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-22 15:34:37

I don’t see anything specifically so I was going to ask Can

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-22 15:37:24

Wait you do or you don’t see anything about Legafi direct?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-22 15:41:44

Do not

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 13:43:28

Columns currently in use from JP's report: Case Type Client Phone Client Name Client Mailing Street Case Number Decedent Rejection Reason Medical Records Ordered (Y/N) Latest Medical Request Date Medical Records Received (Y/N) Latest Medical Received Date

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 19:28:41
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 19:36:35

https://cloud.google.com/python/docs/reference/bigframes/latest

Google Cloud
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 19:44:56
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 19:58:20
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-03 20:06:52
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-04 19:55:16
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-04 20:01:54

https://cloud.google.com/docs/authentication/set-up-adc-local-dev-environment

Google Cloud
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-04 20:02:29
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-04 20:07:07

example: cloud-sql-proxy.exe --port [65000&gt;port number&gt;1000 standard is 3306] [gcp project name, for lr data: tort-intake-professionals]:us_west4:[gcp postgres instance name, for lr data: lr-data] --auto-iam-authn for tort: cloud-sql-proxy.exe --port 3307 tort-intake-professionals:us_west4:lr-data --auto-iam-authn

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 12:19:26
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 12:58:52

With 2/3/2025 selected and a filter to ignore all signed cases >= date selected (2/3/2025)

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-05 13:18:27
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-06 12:16:32

What sheet in the financials does the Hair Salon Bladder Cancer - DL - Flatirons - Shield Legal belong on? Or should I make a new tab

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-06 12:52:03
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-07 10:24:49
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-10 15:27:46
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-10 19:01:04
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 14:06:34

without the extra matches from last night since they are still being verified

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 21:04:16
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 00:40:24

Current estimate is ~6 hours

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 00:41:19

I wonder if GCP is throttling me. I am only sending at 1.3Mbps

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-12 00:42:51

can you up the resources on the gcp side ?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 02:21:58

It errored after 1.6M/~7M inserts with a network error will try again

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 03:02:02

Current ETA is ~5 hours

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 10:53:09
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 11:11:26

No billable signed leads found in the database for the following case_types • 138 • 139 • 148 • 151 • 189 • 193 • 196 • 198 • 208 • 269 • 289 • 294 • 295 • 349 • 368 • 391 • 459 • 461 • 462 • 463 • 464 • 465 • 466 • 467 • 468 • 469 • 470 • 471 • 472 • 473 • 474 • 475 • 511 • 588 • 597 • 630 • 631 • 642 • 643 • 1645 • 1646 • 1654 • 1666 • 1675 • 1704 • 1738 • 1754 • 1798 • 1803 • 1804 • 1805 • 1808 • 1815 • 1819 • 1820 • 1821 • 1822 • 1832 • 1842 • 1844 • 1849 • 1852 • 1869 • 1870 • 1881 • 1907 • 1916 • 1918 • 1922 • 1935

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-12 11:20:58

Some might be old maybe were moved to a new campaign so not impossible but check with Brittany

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-12 11:21:12

Was that the only thing that had an isssue?

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 11:27:41

stupid slack flipping enter and shift + enter based on what type of formatting you are using

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 12:05:21
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-12 16:35:31
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-12 19:50:24
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-13 14:02:47
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-13 17:17:27

I see that there were a few Case ID's mixed in with some of the intake questionnaire data. However, it was not always included. I believe that these are our matter ID's in Litify. Correct?

Can you get us a list of Lawruler ID <> Matter ID key pairs for everything that you've matched so far? This with some basic demographic information (ie. Name, Phone, Address, SSN, DOB) should be enough for us to validate.

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-13 18:02:00

Add the following in main.py of the tiktokevents project to fix the error: from litespeed import register_error_page @register_error_page(code=500) def _500_error_page(request: Request, **args, ****kwargs): logger.error('Error', exc_info=True) return 'Internal Server Error', 500

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-14 12:48:53
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-17 11:30:41
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-18 11:22:50
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-19 12:12:08

Can you run and send me the flatirons

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-19 12:12:22

I need JP's file

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-19 12:17:31
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-19 12:30:17

I just forwarded the one I got this morning

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-19 12:31:06

I’ll be in the office in 10min

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-19 14:55:49

estanban says they about about 1/4 done with the matching but will not know for sure until olivia gets back since she was doing the camp lajeune cases

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-19 17:44:48
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-19 19:35:36
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 11:17:29
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 15:23:14

Is the only code you have for leadspedia all-leads in GCP? or do you have github repo for it?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 15:41:22

I have it locally

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 15:41:31

I can upload in a little

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 15:57:39

SGGH in your office?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-20 15:59:55

Sure

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-21 11:11:27
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-21 16:09:06

what are the api limits for leadspedia? (requests/second, etc...)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-21 16:16:13

Can’t remember but I know they don’t allow concurrency

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-24 11:02:10
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 11:03:32

Hey can you send me the latest benchmark that your ran. Need for call with DL

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-24 11:12:17

thanks

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-25 11:24:58
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-25 12:04:30

In the lobby

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-25 12:06:48

There is no one waiting to join

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-25 12:36:11
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 11:01:50

Can you make sure you are in the NEC integrations meeting? Darrel says they want a technical person in the call and it overlaps with one of the meetings with Becker

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 11:21:45

Yes anything from Friday I should be aware of?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 11:22:25

I’m probably going to be remote until Wednesday btw. I writing a note to everyone

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 11:24:14

I dont think so. Darrel was just telling us how Abe chewed him out for an hour on Friday for having a different order to the projects then Abe expected

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 11:41:40

Abe is on a war path

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 11:42:27

He is just being that way to everyone. I can empathize with his frustration but it’s getting to be a lot

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:18:39

If we aren't we need to start uploading the DL case numbers back to the matched LR lead.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 13:30:11

I will check with Brittany on if they are doing that, what is the list we need to work off of for that?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:37:30

everything that we have a match for so anything we have a clean match for from the their Medical tracker, the list of matches Brittany's team has put together, or another place we are keeping matches. Just needs to have a home within LR. Need to establish it this afternoon and if we have to chunk the updates overnight I will need to know the amount that is being updated each night and then we need to have a report we send to them on how many have been uploaded vs how many to go

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 13:38:34

All the Camp leguene has been added to vitals

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 13:44:05

ok that is good, how many others? Is it possible to run a LR report to see them? If not then at the very least make sure all the matches are joined up in the DB and make it so we can run reports for them on that progress and for future reporting needs.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 13:53:16

Talking to @deleted-U04GZ79CPNG we should be able to the same today with all the current matches from the benchmark file but they do not have time to look into finding the missing matches ~1k today

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 15:06:54

I am on the GMeet

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 15:07:13

It was pushed an hour

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 12:20:35

How are you scheduling the LP rewrite you did?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 12:20:53

cloud scheduler

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 14:07:46

How long does the get posts take to run?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 14:08:24

currently with just the 2 reports allleads & allsold_leads it takes about 40 minutes to run and gcp has the 1 hour limit

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:08:35

super quick 19.97 secs

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 14:09:18

want me to merge and deploy to gcp (the deploy is currently manual [run ./deploy.bat])?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:11:27

Well hold on let me double check with Brian because it pulled only and exactly 247 records for each date range which seems unlikely.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:50:47

Fixed it now. Didn't need the pagination based on date. Only 265 records now. Should be good to deploy now only takes 5.23 secs

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:52:24

shit hold on

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:55:21

this endpoint seems to be different than all the others. You can only pull by DAY so if we want the logs since 2019 I have to iterate through everyday plus paginate if over 1K.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:58:33

after we backfill then just a daily update

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 14:59:07

Was planning that for the other reports already

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 14:59:49

so I will need to have a separate pagination function for backfills and an append BQ func

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 17:54:27

What do you think of adjusting the code to run based on the value passed by Cloud Scheduler? For example if we wanted to update one of the endpoints daily vs hourly we could have a scheduler send just the daily once with its corresponding value and only trigger that function. I was thinking since we can have more than one instance running we can separate them out this way. Otherwise we will need to make a cloud run and cloud scheduler per table.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 18:19:17

made an example in latest commit to the adds-Leads-Posts-Log branch

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 18:27:41

Correct me if I am wrong but we are just waiting on SGGH to make a decision with their tech group right?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 18:27:51

If so, I was going to message them

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 19:22:58

we cannot have more that 1 instance running unless we have more than 1 leadspedia account

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-04 20:19:21

*Thread Reply:* Oh dang true

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-04 19:23:07

we are waiting on SGGH

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 16:57:35

The message from Troy means we are good to run the backfill tonight?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 16:59:47

Just messaged to double check

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 17:00:01

but I would plan on it yes

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 17:04:24

Good to go

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 12:40:24

Here are the 3 wood pellet lead ids that were flagged as dups in ELG's system: lead_id 678271 688010 682602

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 13:44:18

ELG returns an idEntity and idRepresentation on successful posts ELG always returns recordId (which is what is currently logged in external_id)

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 13:55:51

leadid,externalid 678271,115545 688010,115145 682602,114421

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 16:51:15
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 16:53:04

Other than highly recommending you have admin (which is needed for most programmers / software engineers) it looks like a good choice for the team. I think there is even a couple of topics I might learn

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:07:40

Seemed like a comprehensive program and I have already started myself on my personal account.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 17:08:15

Is that the plan? Personal accounts since its free? Or an org account to monitor progress?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:08:31

Well I did it on my own to just see what it was like

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:08:47

I am still in the 7 day free trial

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:09:12

but I was thinking we have it as an org account to track progess

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:09:48

its a monthly subscription so we will want to cut it off at a certain point if people aren't making progress

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:11:07

actually its a year

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 17:11:16

It says it should be completed in 6 months with 10 hours a week. I imagine we should give them some time during the day to work on it, if there is no fire to deal with. No more than 5 hours a week of work time?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:11:31
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 17:12:09

6 person min = $2400

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:12:11

I think we still set a goal but not a monthly like I was thinking

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:14:25

I was thinking originally of giving them like 8-9 months to complete which was at 60/user/mo ($3240 for 9 mo) if we just used the company card for everyones account.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-06 17:14:57

so this is better and technically get a year to use the platform for this course and others that might help.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 18:55:30

I like the idea

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-06 19:47:14
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-07 10:41:21

Lazy dog or Chiles

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-07 10:42:16

Good with either. Maybe take a poll of the guys

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-07 16:56:49

https://www.debian.org/ https://rufus.ie/en/ https://www.ventoy.net/en/index.html

debian.org
Rufus
ventoy.net
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-10 19:22:27
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-11 13:08:41

All good?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-11 13:10:44

Had some issues this morning. I’m on my way in now

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 15:06:02

From Cam: we are in the hot seat with Meadow on a number of matters. Please report here in detail exactly what status and time for completion of Meadow API integration with campaigns. Please do so before you reply all to the email I had Andy send a few min ago.\

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 15:06:19

We are awaiting decisions from meadow right?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 15:07:45

Do you have that timeline of all the issues?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 15:08:32

We are waiting for fields for the following: • re-send of VGA with new fields (to cleanup their side of the data) • Paraquat - DL - ML - Shield Legal • Firefighting Foam - Douglas London - ML - Shield Legal • MD Juvenile Hall Abuse - BG - Meadow Law - Shield Legal • Firefighting Foam - ELG - ML - Shield Legal • Firefighting Foam 2 - VAM Law - ELG - Meadow Law - Shield Legal • Firefighting Foam - VAM Law - ELG/Meadow Law - Shield Legal • Paraquat - Wagstaff - ML - Shield Legal • Arizona Juvenile Detention Center - ML - Intake (+ possible remap of secondary)

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 17:15:05

Do you know what I might be doing wrong to get this forbidden error with connex?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 17:34:38

Not sure

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 17:35:06

I haven’t touched any permissions

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-12 17:35:37

But you know what I think they were removing accounts off of Connex to start saving money I would ask Ward to make sure they didn’t turn off our access

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 18:00:54

I have been talking to them. Do you have example code of how to use the API?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 11:29:24

Can you either set up the Google meet so I can listen to our stand up or can you just provide me the notes of what was discussed?

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-17 12:02:27

We are in the meet

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-17 17:00:27
  1. Can I get access to view our available PyCharm licenses in Jetbrains?
  2. Can I get access to view where the team is in Coursera?
  3. Can we get James a license for PyCharm?
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 18:44:44

*Thread Reply:* 1) For what reason?, 2) Yes, 3) They still haven’t approved our licenses but I will follow up and ask to add him?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 13:49:35

Hey I could of sworn you put together a complete timeline of all the issues with SA. However, I am not finding it. Do you have it on hand by chance?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-18 13:50:32
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 14:07:23

This is great. Can you work on updating the rest of the timeline? Was in a meeting with Cam and he is saying that it isn't going well and that SA is trying to throw us under the bus.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-18 14:18:43

Will do after lunch

🙏 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-18 15:43:24

Joe is not required at all for the pycharm process

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 15:43:51

It was needed when I did it.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 15:44:10

just when finalizing to access networks

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-18 16:03:01

You can hit escape and it's not needed

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-18 16:04:22

If he installs it then he has to update it. There is an update every couple of months

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-18 16:12:05

Ok then let Joe know that and help the guys set it up please

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-20 13:23:15

Have a new SA campaign for the Gomez Law Noodle Cup Burn campaign

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-20 13:23:33

Can you get with Rahul to get this setup ASAP?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-24 17:19:45

This is for the weekly 1-1. Let me know if you can access and what you think of questions

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-24 17:29:03

The amount of questions makes me feel like it would be better to fill out monthly or quarterly. I do not like weekly goals, maybe tasks you hope to complete instead? could be monthly goals. (feel like goals should be more long term than weekly.

the first page, should be more specific on date such as select the monday for the week you are submitting. I do not like the things you are grateful for question. you have both name email address collected, could just do 1 or the other.

ps. I might be biased since I do not like goals in general

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-24 17:30:01

Ok noted, thanks for the feedback

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-28 13:09:48

If we get to choose how about shieldlegal.dev?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-28 13:23:36

That works too

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-28 13:23:55

I was thinking shieldlegaltools.com

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-28 13:24:15

but I am good with it being .dev

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-28 13:24:35

I was thinking .dev since at least to start it will be internal tools only

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-31 13:17:21

Should I start the website in a new GCP project? or the integrations project?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-31 13:25:16

new project

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-31 16:49:38
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-31 17:14:15

What contact info should we use?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-31 19:45:25
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-04 21:09:42

Me and James got tickets to the google next conference through Ryan so we will not be in office Wednesday through Friday next week

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-07 11:47:04

https://cloud.withgoogle.com/next/25/session-library#day_1

cloud.withgoogle.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-08 23:42:23

We assumed that meadow would want integrations but we need their UDFs per campaign, which we might be able to pull but still need to know when the UDFs are done being built

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-08 23:46:59

Ok just reply in the thread asking for that, it’s fine

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 19:44:22
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-17 17:39:52

Hey that Chicago number was Kasia

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-17 17:40:53

I will store it. It was not in her signature and she did not leave a message

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-17 17:40:54

Can you call her

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-17 17:41:10

Ya she didn’t leave a message for me either

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-17 17:50:38

Call made. She is going to bug her IT people to get us access to their Zapier. Apparently the other marketing firms they have worked have setup the Zapier for them. She has never setup Zapier and does not know how.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-17 17:51:31

Ok sounds good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-17 17:52:17

Probably best we just set it up so we aren’t waiting on anyone else

🫡 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-18 12:25:06

I think Dwight mentioned that one of the Nevada Juv hall had the campaign naming convention that didn't specify the co-counsel/firm

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-18 12:26:18

?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-18 12:29:33

Yesterday he mentioned the Nevada Juv Hall didn't have a designation of Law Firm like Nevada Juv Hall DL - Flatirons

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-18 12:36:32

Oh he was suggesting to put Nevada Juv Hall in Leadspedia to Nevada YRTC so that it matches Law Ruler

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-18 12:37:21

Just want to make sure this naming convention difference isn't causing any issues or wont cause issues moving forward if we have multiple Nevada campaigns.

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-22 14:32:26
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-28 17:40:09
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-30 20:01:38
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-01 12:47:07

Was ELG a custom system?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-01 13:01:52

Yes

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-01 13:45:44

Found why the leads did not send. We broke the code when we added the send to Crump part March 12th

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-01 13:55:27

ELG code and mapping fixed in dev. Ready to send those missing leads

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-01 14:50:44

In the sheet from Crump the first 27 leads are Wood Pellets ELG and have successful logs from ELG. The rest (278) are from Drax Global Air Pollution SIL - Ben Crump - BCL - BLX which we do not have an integration on and are not related to ELG

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-01 19:31:53

Not sure how you wanted this file but I wanted to get rid of power query and only keep the data so I turned it into a google sheet: https://docs.google.com/spreadsheets/d/1nGztDJN3q9qx4ES5HceDe9hM4SOTlSxe/edit?gid=1849314769#gid=1849314769

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-01 19:32:18

ELG wood pellet data + integration logs

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-05 15:25:15

Meting with LR in Tony's office at 2pm

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-06 16:09:14

meeting salesforce people in #CR1

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 13:33:58

BG integrations using leaddocket: • MD Juv Hall Abuse - Bailey Glasser - Levinson - Shield Legal • MD Juv Hall Abuse - Bailey Glasser - Van - Shield Legal

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 13:41:38
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 11:37:02

Would this effect us?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 12:47:53

I sent you my list for Joe. Any thoughts or comments on the software list?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 14:39:47

Alex is asking if we can meet meadow about Michigan

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-08 14:39:55

Put Dwight on it?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 14:42:34

I will be there. They asked for a test lead to sggh but we do not have the connection yet.

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 14:43:01

I have Dwight working on VGA to try to get that finished up

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:37:08

DL doesn’t have any non-flatiron Maryland Juv Hall correct?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-12 18:37:59
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-12 18:38:48
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:39:23

Ok ya that’s what I was looking at in Monday in the open/close tracker

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:40:20

Thanks

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-14 13:37:47

Once Ward gives Josh LR access can we have Gannon or Bree train him on LR usage (just basic agent usage that we can build on)? Maybe half a day of their training?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-16 17:08:17

https://docs.docker.com/engine/install/debian/#install-using-the-repository

Docker Documentation
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-19 12:33:13
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-19 12:42:02

Should the shared calendar not be named Integrations Schedule? I only added integrations, who else should see that calendar?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-19 12:50:56

https://blog.det.life/why-are-there-so-many-databases-87d334c5dce6

Medium
Reading time
13 min read
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-21 11:31:51

Elaine Macdonald

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-28 14:14:03

https://calendar.google.com/calendar/embed?src=ce246e8008a5e5e71c68696970778792cea4d59fdeda9ca06fc0e690db49d158a%40group.calendar.google.com&ctz=America%2FLosAngeles|https://calendar.google.com/calendar/embed?src=ce246e8008a5e5e71c68696970778792cea4d5[…]d158a%40group.calendar.google.com&ctz=America%2FLosAngeles

Google Workspace
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-28 15:34:25

You invited Alex's BG email instead of her tort email to the SL Data Sync meetings (Also her, Brittany, Alan & Ward are the only TIP employees in that meeting)

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-28 15:34:41

You invited Alex's BG email instead of her tort email to the SL Data Sync meetings (Also her, Brittany, Alan & Ward are the only TIP employees in that meeting)

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-28 16:38:11
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-29 15:08:17

https://documenter.getpostman.com/view/5921778/UVeJM5kQ#58b4c01b-291d-49a4-b04c-d71e90e1ba07

documenter.getpostman.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-29 18:45:50

I see 2 tasks in the DL Jira that you should look at: https://dicellolevitt.atlassian.net/jira/software/c/projects/SHL/boards/303

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-30 13:38:54

Alex does not have an account in Jira but Alan does

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-30 14:48:48

Her email on slack can only be updated by a slack admin, so Mike?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-30 16:05:14

Yes

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-02 18:12:21
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-03 13:45:56

Will Richard require BQ access?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-03 13:47:22

If it would help him understand what is going on or to help run queries to check if things sent from our side then sure

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:47:23
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:48:04
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:48:18
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:58:34

Set-ExecutionPolicy -ExecutionPolicy Unrestricted -Scope CurrentUser

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 11:59:20

gcloud auth application-default login

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 12:30:14

did we actually get the updated api limits for LR

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 12:30:24

one moment

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 12:32:12

No, limits are still 1 call per second per endpoint

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 12:32:24

so no increase

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 12:32:31

correct

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 12:33:10

ok thanks

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-05 13:11:08

And that is why I built the tool for anthonys team to use

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-05 13:18:43

I do think most of those sheets should be replaced with the DB and website

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-05 13:28:13

That might be possible. Not straight from LR to Five9 but we can probably make it happen. Just have not been asked for it...

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-05 13:48:00
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-05 14:36:09

maybe this will also work. https://app.diagrams.net/#G1BRoyIW-CU9g-Mx-kiLd7SkcmthnbLevc#%7B%22pageId%22%3A%22R2lEEEUBdFMjLlhIrx00%22%7D

app.diagrams.net
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-05 14:40:56

This one should work: https://viewer.diagrams.net/?tags=%7B%7D&lightbox=1&highlight=0000ff&layers=1&nav=1&title=Shield%20Legal%20ERD.drawio&dark=auto#Uhttps%3A%2F%2Fdrive.google.com%2Fuc%3Fid%3D1BRoyIW-CU9g-Mx-kiLd7SkcmthnbLevc%26export%3Ddownload|https://viewer.diagrams.net/?tags=%7B%7D&lightbox=1&highlight=0000ff&layers=1&nav=1&title=Shield%20Legal%20ERD.drawio&dark=auto#Uhttps%3[…]Ddownload

viewer.diagrams.net
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-05 14:54:57
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-05 14:56:15

*Thread Reply:*

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-05 16:58:00

*Thread Reply:* leadcomplete

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-06 13:43:51

code review meeting?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 15:35:28

What sort of issues have you had with the machine?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-10 15:36:38

the monitor and power issues

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 15:37:23

So hdmi and it not charging? Or freezing?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-10 15:38:57

freezing and saying the dock isn't powerful enough

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 15:39:55

Freezing would be the only issue I would be worried about.

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 16:24:03

has the freezing happened outside of the hdmi (outside of 5 minutes before or after plugging or unplugging the hdmi)? such as random freezing in a conference room?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-10 17:04:22

I may have a fix for the freezing but it requires going into the bios (a reboot)

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-13 15:13:19

Was Paul and Michael given approval for more development? Last I was aware we asked Paul to finish the documentation, not build more features

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 15:26:05

I asked what other things they were looking to develop but that wasn't a green light yet. Why what did you notice?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-13 15:26:51
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-13 15:27:14

Maybe the message was not relayed to Michael

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-13 15:27:17

Maybe the message was not relayed to Michael

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 15:33:29

Ok I told them to hold off and that I’m short staffed so let’s talk about it all later but in the interim got the get access to at least use the report builder tool

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 15:33:51

They can build if they want to accept that file with needing to actually have access to our code that generates it

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 15:34:10

Therefore can you add them to the portal so they can use it

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-13 15:34:48

Brittany has that permission and should have already given them access and showed them it. She was supposed to do that a couple of weeks ago

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-13 15:35:07

Ok

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-16 12:54:02

Who else is out? The calendar only shows me...

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-16 13:35:25

Me I decided to go to California last minute. Flying back tonight just didn’t put on calendar

👍 Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-17 12:48:02

Hey I don't have access to the web portal project

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-17 12:48:44
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-17 12:50:04

Ok thanks I asked dwight and he said the project was LawRuler UI so I didn't see that

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-17 12:50:51

no, lawruler-ui is the github repo that holds the db dump and bigquery scheduler cloud functions that are in the tip gcp project

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-17 12:51:04

and the exe he made

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-17 12:51:28

the github repo for the website is internal-tools-site

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-17 12:52:00

ok cool thank you for the clarification

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 13:36:12

Has your laptop crashed or frozen since I changed that setting?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-20 15:35:07

No it hasnt

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-20 15:35:21

Also, do you have any update on VGA?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 15:36:38

The intake is complete, we need to work on the secondary next but Beckers says that SGGH campaigns are higher priority

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-20 15:38:51

OK and what about MI Clergy?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 15:39:17

Working with Dwight on it now

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 16:29:52

The error @deleted-U08GMHAPRK2 gave me has to do with a sheets add-on to auto dump email attachments to drive. https://workspace.google.com/u/0/marketplace/app/save_emails_and_attachments/513239564707?flow_type=2

workspace.google.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 16:32:25

The error @deleted-U08GMHAPRK2 gave me has to do with a sheets add-on to auto dump email attachments to drive. https://workspace.google.com/u/0/marketplace/app/save_emails_and_attachments/513239564707?flow_type=2

workspace.google.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-20 16:37:38

With the data policies @James Turner is writing up, we should check these sorts of add-ons for data leaks

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-24 12:18:06

what is the purpose of this repo? https://github.com/shield-legal/Five9

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-25 13:44:52

I have to run home to fix my insulin. I will grab lunch as well. I plan to be back in about 2 hours

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-26 18:46:03

I was mistaken, the code from the website uses the following subquery for e-sign date: (SELECT MAX(date) FROM lead_history_status WHERE leadid=l.id AND tostatus = 'Signed e-Sign' GROUP BY leadid) AS esigndate,

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-27 13:20:09

1:30PM Monday for Cooper Masterman?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-29 01:17:05

List of tasks for me to work on while your out: • Add Documents table to DB dump • Add Storage bucket for Documents and Contracts for DB dump • Get 8 SGGH campaigns approved (@Dwight Thomas) • Start and finish 9 SGGH campaigns (@Dwight Thomas & @Zekarias Haile) • Do 2 ELG campaigns • After meeting with Cooper Masterman on Monday, work on their integration • Helping @Tyson Green & @Chris Krecicki get up to speed • Help @Daniel Schussler with DL integrations • Monitoring and fixing any issues with automated functions: DB dump, five 9 recordings, five 9 reports, integrations • Helping with anything that comes up • Code reviews for @Tyson Green, @Chris Krecicki & Integrations

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-03 14:39:08

I do not think using GDrive will work for Cooper Masterman due to GDrive permissions (the API is extremely complicated & the permissions are worse) since ADC (Application Default Credentials) do not work for GDrive. I cannot get the permissions set properly after half a day. I also do not think that giving them access to the GCS buckets for their campaigns would be wise since there is no hand off at that point. What are your thoughts?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-15 12:30:11

Can you determine which leads sent vs didn’t send emails and see if there is a common date that it started/stopped?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-15 12:30:25

Or never any emails?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 12:38:11

Here is the list that was sent via email and when

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-15 12:47:57

Ok can’t really see all on phone. Don’t need to do right away but do an analysis of where the leads that didn’t send and when their e-sign dates are to determine if there was any commonality of when they stopped. Since our system is based on the emails then they would never have received even with an integration.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 12:55:10

We sent all leads via integration last Friday

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-15 13:46:31

Ok so even the ones that did have an email they didn’t have in Litify

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-15 13:47:02

So would you agree it’s a bit on DL’s team that they didn’t enter them in manually like they had with other campaigns?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 13:51:34

Somewhat

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 17:18:39

75608

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 17:24:03

75565

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 17:38:28

Baby Food - Dicello - Shield Legal ASA NY Sex Abuse - Dicello (DLG/TC) - Shield Legal L Brand Tampon - Crump - Dicello - Shield Legal Paraquat 5 - (DLG/TC) - Shield Legal Camp Lejeune - Dicello - Crump (DLG/BCL/TC) - Shield Legal Hospital Portal Privacy - Dicello - Shield Legal Camp Lejeune - DLG - GWBP - TC - Radio Camp Lejeune - Dicello/Ankin - Shield Legal Social Media Teen Harm - Dicello - Shield Legal Camp Lejeune - DLG - GWBP - TC - TV Paraquat 7 - DL - Shield Legal Camp Lejeune - DLG - TC - Shield Legal

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 17:55:06
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 18:42:44

CPAP Census

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 18:42:53

542567

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 18:43:07

503632

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 19:38:20

708489 Lead ID that never sent email

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:30:21

Heres the problem for 708489

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:32:11

All the email automations are only set to trigger on language of english

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:32:31

should be a column in the db we can search by

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 20:32:44

Wow how many are Spanish?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:33:42

197 are not english

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:33:49

across all lr not just dl

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:33:53

across all lr not just dl

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 20:34:25

Ok how many of those cross reference to our list of 171

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 20:35:03

Ok how many of those cross reference to our list of 171

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:37:24

2

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:37:56

The NEC (708489) and a hair relaxer - dl - flatirons (587246)

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:38:00

The NEC (708489) and a hair relaxer - dl - flatirons (587246)

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 20:41:40

But anthony was saying this is a recent change (around april) where they told the agents to only use english. only those 2 of our 171 were changed from english

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 20:42:21

Ok

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-07-28 20:42:34

Well that’s a good catch nonetheless

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-29 18:06:44

Working sheet: tests are denoted in R and backfill in V (~## is not done, #/## is date completed) https://docs.google.com/spreadsheets/d/155xSWtVyYOqqzKjUhM2C2hN4kAQZg-mH/edit?gid=203360950#gid=203360950 DL sharepoint: https://themedialaboratory.slack.com/archives/C0976UMQYHW/p1753201301949249

Dustin Surwill (https://themedialaboratory.slack.com/team/U07LPFF756H)
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-29 18:12:23

1717 - 809062 1675 - 806462 1791 - 748367 2041 - 807826 1804 - 808894 1995 - 733196

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-07 18:38:14

Do you remember anything about Danny at ACTS and countersigning retainers?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-08-12 18:18:04

225046

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-15 11:51:13

Integration error log view SQL create view integrations.integration_errors (id, contact_id, lead_id, case_type_id, storage_url, triggered_at, destination, external_id, processed_at, response, document_response, status, destination_disabled) as SELECT id, contact_id, lead_id, case_type_id, storage_url, triggered_at, destination, external_id, processed_at, response, document_response, status, destination_disabled FROM integrations.integration_log il WHERE (external_id IS NULL OR response !~~ '%[20%'::text) AND NOT destination_disabled AND NOT (EXISTS ( SELECT 1 FROM integrations.integration_log il2 WHERE il2.lead_id = il.lead_id AND il2.destination = il.destination AND il2.triggered_at &gt; il.triggered_at AND il2.external_id IS NOT NULL AND il2.response ~~ '%[20%'::text)) ORDER BY triggered_at DESC; The piece that does the date checking is the join on self then il2.triggered_at &gt; il.triggered_at

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 12:32:12

Go eat without me

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-25 15:35:26

Sept 9

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 11:43:42

Did you include @James Turner in your list to Joe?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 13:06:04
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 13:08:22