Here is the API Integrations Board: https://tortintakeprofessionals.monday.com/boards/4677317281
Do you want to be invited to the integrations_team channel?
For LA County Foster Care Abuse - Miller - Goldenfarb - Shield Legal the test shows success on our side. LR Lead ID: 626027 Miller Case ID: 71334
For CA Juv Hall Abuse - Miller - Woods - Shield Legal the test shows success on our side. LR Lead ID: 550227 Miller Case ID: 71356
leadid,externalid 626027,71361 550227,71360
all of those IDs you gave are the tests, right?
Yes, the LR Lead ID and lead_id are our ids
Can you use James's template to ask Bailey Glass for integration information for Illinois Juvenile Hall Abuse - BG - Bay Point - Shield Legal? I only have contact information for Jonathon Becker jbecker@baileyglasser.com
More leads for Miller: leadid,externalid 550227,71387 626027,71386
Jon gets everything so he might be slammed. I'll bug him again this afternoon if he hasn't gotten back to us
There are currently 0 leads in the system for LA County Foster Care Abuse - Miller besides tests.
Looks like only the 3 declines were sent via google. Also the link is filevine not Dropbox, I am unable to mount filevine as a network drive to drag and drop. Is that campaign closed?
They still have a few remaining in their cap so it’s open. I didn’t even notice the filevine part. Filevine? Never heard of it.
Last esign is 9/23. Do you know if miller got all of these leads?
Precious hasn’t said any were missing. They get a report weekly
i wasn't able to find the highlighted ones. found the other three.
Heidi Romine/Kash Romine - Lead ID 571324 Jamal Smith - 633316 Markalle Ray - 583673
I cannot find those 3 either. There is a tab for "Not in DMA System"
Hey Dustin, those cases that you sent to Goldenfarb successfully transmitted, right? Well, successfully saved in their box
hey Dustin, can we get these re-sent to Miller? They found some of the ones that were on the original list. I've marked which ones on both tabs to re-send. on the Not in the system tab, two are old. like old old.
Do you want to know how to send these?
aside from downloading the files from lawruler? i can do that lol
Yes, how to trigger them to flow through GCP
Its simple, change the status on the lead to Signed e-Sign RE-TRIGGERED. If the lead is already there change the status to Test Lead Dispo for about 2 minutes then back to re-triggered.
ok. i'll give it a try. i'll let you know which one i do that way you can let me know if i get it right
looks good, it will take between 2-5 minutes normally for the activity log on the lead to show that it was sent via the webhook automation. The GCP automation will catch it on the hour or half hour after it is received
623421 has now been received by GCP and will be processed at 4:30
The emails from precious was an issue with the mapping for that campaign (CA Juv Hall Abuse - Miller - Woods - Shield Legal) which has been fixed. @Dwight Thomas is currently checking all other miller campaigns just in case
Does Firefighting Foam - Nations - Levinson (TC) - Shield Legal require an integration? I cannot find the post from Cam that details this campaign.
i don't see anything either. have we done integrations for Nations before?
only for Firefighting Foam - Nations Bell - Van - Shield Legal according to Monday but I cannot find that in slack
We have been asked to do integration to CaseWorks (medical records) for Firefighting Foam - Nations - Levinson (TC) - Shield Legal. @deleted-U04GZ79CPNG was a part of that ask.
I just want to make sure we do not need to do multiple integrations for this campaign such as with Nations
We're probably fine. how often do you guys get asked for an integration like that?
we have been asked for multiple integrations with baypoint (BP & BG, BP & Simmons)
Its not hard in the code but it is better if we can get both setup before 1 goes into production. Backfilling 1 and not the other is difficult
So then should @deleted-U04GZ79CPNG ask during her meeting with Nations tomorrow?
For Miller, the Kugel and Flanagan integrations are complete. I cannot find a CA _ Miller - Levinson campaign.
We never did a miller Levinson ca but don’t mention that to precious. It’s complicated.
So ignore levinson and just focus on the what we have active. :)
Who should respond to her tomorrow then?
Tbh Andy should. And also to be honest at this point she should realize it
That’s cool. Cc me on updates. Leave out levinson and I’ll handle that. :)
Does Bay Point also want the declines or only Simmons?
are we sending everything to bay point as well as simmons?
Should we talk to Bay Point about it? And do we need to backfill the declines?
Craig is pretty tight with them. we can wait for him before we act on their part. 🙂
If I haven't heard back from Craig by..... 3. I'll reach out
The integrations are currently tied together. Better to wait before turning on for Simmons.
like i said, i'll give him til 3 and then i'll reach out
I just wrote the code. So once we get a reply I just need to push to production and enable declines on the LR automation
Called Sean, he said yes its something they want and I explained & clarified what leads they are and how they will be notated. He requested for the backfill of the declines that we send a file with Bay Point's ID so he can set them to a specific status in their system. For Simmons, the change they want is that including backfill of what was previously sent via email or just going forward?
lead_id 559894 586064 557385 587106 568824 585873 583721 570168 567583 566251 564984 564665 563818 563439 561478 560871 560824 557762 556650 538762 538280 538197 537738 535510 535328 534324 532070 531108 530436 529616 572370
Not more just putting in sheet for reference and collection of info
k most of the ones you sent me are signed and declined
Thats why we are adding status in the sheet
that is probably when we turned on the signed and decline sending
maybe. and a lot of these have the signed affs
Can we send a reminder to acts about the mappings? They said they would have a few of them done by today?
hola. so with #2 is she saying that everything is showing up in one part of the mapping? I think that's what's confusing me. It sounds like she's saying everything is showing up in 1 field. i might need food. I'm going to lunch lol
Looks like the 4 you set to re-triggered for miller - kugel on 11/19 never actually sent via API since there is not a webhook
Everything else looks good. We will make the webhook and a test lead
There was an issue with the mapping for CA Juvenile Hall Abuse - Miller - Flanagan - Shield Legal and the 6 leads that we triggered failed: lead_id 610957 610043 610684 609791 632921 632602
They still need to be re-triggered as well as the ones in the sheet
Is there a record of an integration ask for NEC Baby Formula - DL - Flatirons - Shield Legal?
i found Cam's original setup message too. nothing in there.
Is that a problem and we need to switch to one of the following?
Just making sure since I know that integration sometimes is extra
IIRC there's been talk of trying out integration with them for a while.
should we re-trigger these millers? https://docs.google.com/spreadsheets/d/12Y-TjzxmmuJaXwJ-JodYEW-ZWdAu5He6iiyAmyej0iA/edit?gid=0#gid=0
We re sent all but the 2 that are in QA status: 563488 586193
Do you know if an integrations is needed on the following case types? Gaming Addiction 2 - AWKO - Bradley Grombacher - Shield Legal Button Battery Case - Nielsen Law Firm - Lanier Law Firm - Meadow Law - Shield Legal
Looks like @Ahsan created the channel. I was not told until I was invited to it.
i thought it was just for memes at first and i was all in
somewhat, Ill probably be back in office tomorrow
response for Unsent BCL-Torticity MVA cases:
> Please delete the following leads as they are tests or missing data:
> 158348 Tyrin Brown
> 158364 Ryan Test
>
> Please take a look at the following leads:
> 158366 Tyrin Brown
> 158369 Rima Golikeri
> 158368 Gabriella Barnett
>
> Monnica Wells is a Declined lead.
> Awskyri Wilkerson has not been finalized.
ok i've got to go to the dentist but i'll handle. 🙂
Here is the report of all the VGA Cases and what their Case Tier should be for Rahul to run a bulk update
Ok great! IT wanted me to leave my laptop so I’ll have to send tomorrow.
I will work on the report for the contact names tomorrow
Here is the report requested from Meadow that Alex forwarded us this morning
Ok. I'll send to Rahul. Anything in particular that i should tell him?
That not for Rahul. Its for Ashley and Alex. On the thread with the subject Fwd: SA Integration Issue from Alex at 8:40 AM this morning
she was only going to email you guys but added me just to keep me in the loop
do you want me to send that file i forgot about or were you going to update it and send?
Go ahead and send. I will write the note for rahul and have you approve before it gets sent
Here is the recap in multiple formats for you to be able to write an update for leadship: recap for meadow meeting (from memory)
meeting started with me unable to send a test lead. found that it was a lawruler change to the api that was blocking me. fixed the issue and sent test to meadow sa. test included change for subtype (case tier) which worked. we then mentioned to rahul the other issues using that test as an example since he did not want to use the tests from yesterday. I removed some (i believe were extra) colons from the mapping for parent city, state, and zip. Rahul mentioned that he changed a processing priority for those fields to fix them. we mentioned the cocounsel issue and rahul changed something and it magically worked.
firefly notes:
Overview The Technical Troubleshooting and Integration Review meeting focused on addressing data issues and conducting live testing between the Shield and Meadow systems. Key points discussed included ongoing testing for a case tier field issue, missing information on submitted leads, and case sensitivity problems with custom fields. Team members, including Melissa and Rahul, worked collaboratively to submit and analyze new test leads, resulting in the successful transmission of co-counsel information and necessary adjustments to gender and location fields. By the end of the meeting, most issues were resolved, and the team agreed to reactivate system flows. Action items were assigned, including submitting new test leads and compiling a wrap-up email to detail the fixes implemented, emphasizing the team's commitment to continuous improvement and communication.
Notes Data Issues and Testing (00:01 - 09:00)
- Melissa reported ongoing testing for case tier field issue
- Rahul requested a new test to see live lead data
- Ashley mentioned five leads sent yesterday with missing information
- Team waiting for new test lead to be submitted Troubleshooting and Live Testing (09:07 - 14:39)
- Nick suggested using previous tests, but Rahul preferred new submission
- Malissa submitted a new test lead (ID: 25000153)
- Rahul confirmed two plaintiffs visible and correct subtype
- Co-counsel information not coming through
- Nick mentioned case sensitivity issues with custom fields ️ Adjustments and Further Testing (14:47 - 33:56)
- Rahul made adjustments and requested another test
- New test submitted (ID: 2500015), co-counsel came through
- Addressed issues with gender, city, state, and zip code fields
- Rahul made further adjustments to prioritize lowercase city/state
- Final test submitted (ID: 2500019) with improvements Resolution and Next Steps (34:21 - 42:26)
- Ashley confirmed most issues resolved (contact cards, documents, defendants)
- Team agreed to turn on the flow again
- Nick requested a wrap-up email detailing fixes from both sides
- Discussed sending reports and potential celebration
Action items Malissa Phillips
- Submit new test lead for Rahul to analyze (05:11)
- Make necessary changes and resubmit test lead (25:28)
- Write a wrap-up email detailing fixes from both Shield and Smart Advocate sides (41:16) Rahul
- Monitor and analyze new test lead when submitted (06:36)
- Make adjustments on Smart Advocate's end to address issues (16:47)
- Check and confirm final test lead data (35:07) Nick McFadden
- Send reports to Ashley (39:24)
Tomorrow do you want to schedule time for going over the updates template?
tomorrow is pretty open for me so just send an invite for whenever
there's a lot going on over here with Andy, Cam and Marc here
we can use Nick's office. he said he would be in later
Do you know if any of the wildfire campaigns require integration?
Do we do integration for ACTS? if so, definitely ACTS
the Ben Crump campaign isn't a shield campaign. yet.
So all ACTS campaigns require integration?
i thought they did but now i'm not sure. let me find out
Here is what the update will look like this evening. I have 2 questions: how should the campaigns be sorted? how should the firms per campaign be sorted?
> 1/14/2025 > > Green :largegreencircle: is being worked on actively > Yellow :largeyellowcircle: is potential issue. > Red 🔴 is "Get Cam/Sales involved" > Brown :largebrowncircle: is not started > > VGA: > Meadow SEC :largegreencircle: - @Ahsan - ETA: 1/17/2025 - In process > > NEC: > LegaFi :largegreencircle: - @Dwight Thomas - ETA: 1/17/2025 - In process > DL / Flatirons :largeyellowcircle: - @Daniel Schussler - ETA: 1/24/2025 - Learned 1/13/2025 DL changed document API endpoints. @Darrell is working on getting us the new docs > > AFFF: > Bowersox :largegreencircle: - @Dwight Thomas - ETA: 1/31/2025 - In process > Crump / ELG :largegreencircle: - @Daniel Schussler - ETA: 1/17/2025 - Integration complete. Re-triggering missing leads > > Oxbryta: > Crump / Napoli :largeyellowcircle: - @Daniel Schussler - ETA: 1/24/2025 - Sent test 12/19/2024, they returned with changes 1/8/2025 > Crump / Napoli :largebrowncircle: > > IL Juv Abuse: > BG SEC :largegreencircle: - @Zekarias Haile - ETA: 1/24/2025 - Working on mapping > BG Bay Point :largeyellowcircle: - @Zekarias Haile - ETA: 1/24/2025 - Test lead sent 1/6/2025 to BG, they want to see a test of the secondary mapping > > Ca Juv Abuse: > ACTS (6) :largegreencircle: - @Dwight Thomas - ETA: 1/17/2025 - Rahul enabled something in SA that enabled Case Group UDFs to work via API. Checking that Ashwin can see the UDFs populate > > Depo-Provera: > Crump / Napoli :largeyellowcircle: - @Daniel Schussler - ETA: 1/17/2025 - Working on adding Crump endpoint. Adding document splitting for Napoli endpoints. Waiting on intake to get new documents signed for ~40 leads. > Crump / Napoli BLX :largebrowncircle: > > Chowchilla: > ACTS (5) :largebrowncircle: - @Dwight Thomas - Awaiting completion of Ca Juv Abuse > > LA Foster: > ACTS (3) :largebrowncircle: - @Dwight Thomas - Awaiting completion of Ca Juv Abuse > > CA Juv Detention: > Crump :largebrowncircle: > > Civil Rights: > Crump :largebrowncircle: > > Birth Injury: > ACTS :largebrowncircle: - @Dwight Thomas - Awaiting completion of Ca Juv Abuse > Crump :largebrowncircle: > > LA Juv Abuse: > ACTS :largebrowncircle: - @Dwight Thomas - Awaiting completion of Ca Juv Abuse > > Insurance Claims: > Crump :largebrowncircle:
ABC order for the firms under the vertical. as for the Vertical Part, put the hottest fires first. So starting with VGA since it's hot is good
i'd add an estimated start date to the brown. even if it's just TBD. shows you're not forgetting it
Did Miller get approval (pay / ask for) the integration for Chowchilla Womens Prison Abuse - Miller - Flanagan - Shield Legal
no worries. it was kinda sandwiched between things
hey @Dustin Surwill i'm meeting with Cam right now. You got everything you need to make sure ELG gets set up smoothly right?
I think so. We are currently working on Firefighting Foam - Bowersox - ELG - Shield Legal using the information they gave us before
Did you want to include Brittany on the meetings? She was on the emails.
Maybe we should convert that group into a private channel for all Meadow matters since we keep having more. Ahsan mentioned that it might be useful to have a channel per firm when we have a lot to coordinate on between departments.
Integrations is currently free all day today and tomorrow
Now that's speaking my language and makes way more sense than some of these channels! lol
do you want me to do the conversion or show you how to?
hey @Dustin Surwill don't forget to send out the integrations update. 🙂
I need the following pieces of information verified / gathered from Wagstaff to be able to test the new paraquat integrations:
"LeadProvider": "Meadow",
"cfa_firm": 40,
"co_counsel_split": 50
I THINK Nick McFadden has all of that. Wagstaff got upset with us so he was monitoring it himself to make sure it all went ok
LR never sent the email. re-triggering now
like it doesn't look right to me but what do i know lol
Its supposed to show like below which is from yesterday
well good for me to say "hey we sent this test"?
leadid,externalid 665749,75274 665751,75275
We need to ask Hillel about the id's in the message above which has more test info and a retainer. He should approve then we will be good
I see now. You reached out on a different thread and he approved. Sorry I did not see that since I was not included on that email. We are all good
You can reply. I didn’t realize he didn’t cc all.
I did send it in the PM but on a thread on accident
lol no prob. i am thinking morning might be better thuogh
because if you send it at like 5pm and something comes up at like 7pm it can get reported that morning. like if i dunno meadow says something needs to be rushed at 7pm we can call it out in the morning.
like Cam saying this morning that the paraquat meadow case type needs to be complete so he can tell tony to start calling it
"Get that done first!" helps prioritize. Because yesterday something else was more importan
11 AM PST (2PM EST) Friday works for us
Malissa,
I hope all is well. Thank you for the prompt response. Just to confirm, if the case is signed and declined, the status you will post to Law Ruler is "Signed Retainer Contract" and custom809 will have some text in it, like "Signed and Declined". Posting "N/A" in that field is confusing to our staff, as they are unsure if it is in error.
Thank you again for all your help with this!
Warmest regards,
Hillel Charm | Wagstaff Law Firm
Do you want to reply to Simmons or do you want me to reply? They emailed 1/27. I just changed the code to fix the quotes like they asked. The Privacy Client Agree was fixed 1/14 to always send No which is what they wanted.
Should we get a room for BG BRIO meeting?
up to you. i'm going to be remote because i've got some fires happening
cool. Zeke's camera is off so it looked like it was just him
this one should probably be yellow:
Meadow SEC :largegreencircle: - @Ahsan - ETA: 2/7/2025 - Test successful but shows mapping errors
We need to try calling ACTS today. We have not heard from them since Jan 31
sent an email. will text mark in a bit if they don't reply
Should i tell Rahul that we need a screenshot of the code?
Sure but he may just give a screen of SA not any code or logs. In our logs it should look like <Response [200]> {"result":"2501625"}
Would the issue be the transmission on their end or the receipt on our end? Trying to get ahead of any 1 sentence answer he might provide.
Here is the code that generates our log:
intake_response = <a href="http://requests.post">requests.post</a>(f"https://{hostname}/SAService/sawebservice.svc/Receiver/officecalls/{key}", headers={"Authorization": f"Bearer {key}"}, json=data)
log(f'{intake_response.__str__()} {intake_response.text}')
This means that we are logging exactly what is received from the SA API
So the issue is not the receipt on our end
"Rahul,
This reply is not helpful. We have a critical issue that is hindering our ability to ensure accurate data and it is due to something in Smart Advocate. We need you to provide the actual code/logs so we can troubleshoot why it is not populating on our end. A single number that should have come through will not suffice.
We are logging exactly what is being pushed from your end. Our log shows that the response from your system had an empty body: "<Response [200]> ". We need to know WHY your end is pushing through a Response 200 and what the fix will be on your end. I'd like to see this resolved by end of day today."
pushing through an empty body (not response 200)
We are logging exactly what is being pushed from your end. Our log shows that the response from your system had an empty body: "<Response [200]> ". We need to know WHY your end is pushing through an empty body and what the fix will be on your end. I'd like to see this resolved by end of day today.
adding this: I am quite certain that the Meadow Law team would like this resolved today as well.
I'm irritated so he's only getting a "regards"
Yes but SA should be returning a 400 Bad Request with a body that details what was wrong. And they should not generate a case. Seems when we added the | (which broke the logic until a few days ago), we also fixed the signer address and added signer gender (which was a new question). When we fixed the signer address we transposed the address field onto zip and county accidentally.
yes but without him pointing it out we may not have found it for a while and their API apparently does not follow API standards
so since he's not the most reliable of partners, what can i ask of him to make us less reliant on dealing with him? lol
We need to see if they can update the API to at least return a body that details what was wrong
Do you think ML would mind if we send tests to verify that we have fixed the issues we know
I think that since it's to fix issues that they were concerned about that it's fine. We just need to alert them. You can send that with an explanation. 🙂
The integrations sync meeting you just made for CR2 overlaps with the cross functional huddle but with different people
the sync meeting is the huddle. i just gotta adjust.
we're going to have the integrations team join because it's helpful with ACTS and other issues.
Have you looked at the Integration Request form from SGGH?
i haven't clicked the link. i did click the one for meadow and it's giving me a spinning wheel of death
the file you sent over. it was just taking a while. but it looks like Ashley can't open it
I can send outside of confidential mode
well TURDS if i didn't know better, these Neos people are trying to make us buy their crap
I'm going to see how far this takes me before it wants to set up a call. Who should be the contact for this setup?
Does Firefighting Foam Thyroid Disease Only - Nations - Levinson - Shield Legal require the same integration as Firefighting Foam - Nations - Levinson (TC) - Shield Legal
yeah we just made one for all thyroid disease.
If I remember correctly, that one was sending to CaseWorks for medical records
Can we bug Rahul for an update related to the email thread titled Critical Issue with Smart Advocate
Becker is going to ask Ashley and Julia if he jump in the mix with Rahul. He will meet with them in the next hour or so
I’m sorry. I got swamped with a cam project. Let me see what I can find out
It might be tomorrow but I’m making myself a reminder
Hey @Dustin Surwill yes it's going to be exactly the same
Sorry that took a minute. Yesterday was on fire
The conference room is double booked on fridays with
If we have an SA account for their system and we have the lead ID to sa ID mapping we can update otherwise a psuh will create a dup
Do the 2 campaigns you posted today require integrations?
If we have integration with legafi and DiCello yes
Is it basically if a firm has 1 integration we can assume they want it on all (or all new) campaigns?
Is the campaign with Seeger Weiss a copy of the following? Campaign: Depo-Provera Firm: The Nielsen Law Firm/Lanier Law Firm/ Meadow Law
I dont have all the details for it yet but I do know that we'll be moving leads from that campaign to this new one
With the Paraquat LegaFi, we have done at least 2 integrations directly with LegaFi but we are still working on getting our first with DL working. I don't know who told them My understanding is that you are already APId in to DiCello from previous work with them and that spin up time was minimal. The only API stuff that is currently happening to DL is Darrell doing a push manually using MPA, SQL and Litify automation.
I'm guessing they think Darrell's manual push is API
Possibly a misunderstanding with our higher ups
your post in callcenter says 4 states but you only listed 3
was just pointing it out so you didnt get a bunch of questions about it
no worries. it was a good reminder to go fix it lol
I believe that @Darrell is on vacation in CA. I believe he is the only one that can for sure answer your question. I am not sure when he is back
uggggggggggggggggggggggggggggggghhhhhhhhhhhhhhhhhhhh
I am available to meet with seeger after 11am next thursday
I think that was more for Jon and discussing the intake questions
@Dustin Surwill i just noticed that the integrations updates aren't happening. What's up there?
The spreadsheet was not attached to the email. is it the same that you posted in #C07NKRL6X37?
So the baypoint log.... should i share that with him? I'm so not technical lol.
Only if we want to let them see Simmons responses and ids
Here is all the data, if he just wants the questions that is the first row
hey @Dustin Surwill! When you have a free minute tomorrow or next week, let's meet up and discuss that daily update thing Cam and Ryan want and see how we can improve it and make it easier. 🙂
I am free after the daily integrations meeting tomorrow
for a reply to SGGH which is better?
This is not something that we can do. We do not have access to your instance of Neos or your Zapier account. Neos asked the law firm (SGGH) to contact Neos support to get this setup. Previously we have attached sample emails that you can use to do the mapping in Zapier.
or
We are unable to assist with this matter as we do not have access to your Neos instance or your Zapier account. Neos has requested that the law firm (SGGH) reach out to Neos support for setup assistance. Previously, we provided sample emails that you can utilize for the mapping process in Zapier.
Thats the bottom one. I wrote the top one
Unfortunately, this is not something that we can do as we do not have access to your instance of Neos or your Zapier account. If I remember correctly, Neos asked the law firm (SGGH) to contact Neos support to get this setup. Previously we have attached sample emails that you can use to do the mapping in Zapier. Let me know if there's anything else I can provide.
something like that. the bottom one you pasted definitely read like a chat response lol
BTW there's nothing wrong with using ChatGPT. I've found that it hates adverbs though so adding those in can help it sound less robotic 🙂
just curious because it was totally buried in my box 😅
FYI to keep you in the loop about SGGH:
I've got a pounding headache. Let's meet monday about the report thing. Gives more time to think about it
don't want to clog the channel with my replies. here are the SGGH campaigns in LP
I worked with Kasia to get the right credentials and access. She was responding yesterday
Does Storm Damage TX - Storm Law Group - Levinson - Shield Legal require an integration?
Of the following SGGH campaigns do you know which they wanted an integration on? • Dr Barry Brock SA - AWD - SGGH - Shield Legal • Dr Derrick Todd Abuse - SGGH - AWD - Shield Legal • Dr Scott Lee Abuse - SGGH - AWD - Shield Legal • IL Clergy Abuse - SGGH - GLF - Shield Legal • IL YTC Abuse - SGGH - GLF - Shield Legal • Illinois YRTC Abuse - Bay Point - SGGH - Shield Legal • MI Clergy Abuse - SGGH - GLF - Shield Legal • MI Foster Care Abuse - SGGH - Meadow Law - Shield Legal • MI Juv Hall Abuse - SGGH - Meadow Law - Shield Legal • MI Juv Hall Abuse OSOL - SGGH - Meadow Law - Shield Legal • MI YRTC Abuse - SGGH - Meadow Law - Shield Legal • MI YRTC Abuse OSOL - SGGH - Meadow Law - Shield Legal • MI YTC Abuse - SGGH - GLF - Shield Legal • San Bernardino County JDC Abuse - SGGH - AWD - Shield Legal • San Bernardino County JDC Abuse OSOL - SGGH - AWD - Shield Legal • San Diego County JDC Abuse - SGGH - AWD - Shield Legal • San Diego County JDC Abuse OSOL - SGGH - AWD - Shield Legal We have the following on our Monday board • IL YTC Abuse - SGGH - GLF - Shield Legal • IL Clergy Abuse - SGGH - GLF - Shield Legal • San Diego County JDC Abuse - SGGH - AWD - Shield Legal • San Diego County JDC Abuse OSOL - SGGH - AWD - Shield Legal • MI YTC Abuse - SGGH - GLF - Shield Legal • MI YTC Abuse - SGGH - Meadow Law - Shield Legal • MI Clergy Abuse - SGGH - GLF - Shield Legal • San Bernardino County JDC Abuse - SGGH - AWD - Shield Legal • San Bernardino County JDC Abuse OSOL - SGGH - AWD - Shield Legal In an email Kasia mentioned the following campaigns to the partner acting as a API middleman between us and SGGH. • Brock - AWD • CA Juvenile Abuse - AWD • Dr Scott Lee - AWD • MI Clergy Abuse - Meadow Law • MI Juvenile - Meadow Law • MI YRTC - Meadow Law • MI Abuse - Meadow Law
For SGGH do we need to do the integrations on the OSOL campaigns? If so I will have to ask how they want to handle it.
Yes everything will need to be sent to them via api is my understanding
Ok, guess I will have to the group for these:
Dr Todd didn’t do anything so you don’t have to worry about that one.
Well. HE probably did but the campaign didn’t.
Do we have to integration with london on any campaign or only their partners?
so the new AFFF/PFAS one is with Meadow, not with BG. i don't think we have integration with Douglas London
3 questions:
- Still no answer on if storm damage requires integration? If not I will mark it as no integration needed
- Is Cartim@yourlegalhelp.com Wright & Schulte?
- Does
West Virginia Hernia Repair - BG - CLDT - Salango - Shield Legalrequire an integration?
Nothing on Storm Damage Yeah that's Wright & Schulte What do we normally do with BG?
We are trying to get the information to do integrations with BG but they have not responded yet.
Is the new campaign of clone of Depo-Provera - Meadow Law - Seeger Weiss - Shield Legal 1993?
Is the new campaign of clone of Depo-Provera - Meadow Law - Seeger Weiss - Shield Legal 1993?
hi @Dustin Surwill i noticed several of the items on the integrations update thing show dates in May. Can that be updated?
Sure, I can update the date on them but there have not been any updates on those campaigns. Most are Meadow where we are waiting for the fields from Becker
right. you can just push it out. 6/30 looks better than 5/30 now lol
The ones with green but an ETA in the past, is complete but cannot remove from the list for the reason specified
API?
If we have it for ELG, yeah. Whatever we do for ELG we should go for this one
"We are currently not set-up for API but we recently converted to a new case mgmt. software and expect to have API up and running in the weeks to come. In the meantime, we will need spreadsheets to import."
so i remembered after you left the conference room. Chris Odle will no longer be with Bailey Glasser after today
Should I remove the ML campaigns from the updates post where we are waiting on UDFs? Since that is every ML campaign is awaiting UDFs and some have the partner firms integrated
People will ask if they just disappear. I'd move them to the bottom with a note "pending UDFs from Jon Becker"
What if I post a xlsx file export from Monday with the correct information? (prune the extra columns/rows)
No idea. I dont think he cares. Its just for Ryan/Cam when they want to look at the status of the integrations
I don't think they've complained about the current method so I'd probably stick with that. Maybe leave it as is today and attach the xlsx file as a "for more info" thing
I want to simplify the process I have to deal with...
Sometimes though you have to do changes gradually.
"hey i'm attaching this today for more info..." or something
like i once was with "it".... then they changed what "it" was. Now what i'm with, isn't "it" and was is "it" is weird and scary to me.
Ill make a script to reformat the xlsx to text
Thoughts?
7/2/2025
Green :largegreencircle: is being worked on actively Yellow :largeyellowcircle: is a potential issue. Red 🔴 is "Get Cam/Sales involved" Brown :largebrowncircle: is not started Blue 🔵 is no movement in a while Format: [Case Type] [Status Indicator] - [Assignees] - [ETA if available] - [Current Stage]
QA: Hair Relaxer Cancer - Crump/Dicello (IC) - Shield Legal :largegreencircle: - @Zekarias Haile - ETA: 7/7/2025 - QA / Client Testing Hair Relaxer Cancer - Crump/Dicello - Shield Legal :largegreencircle: - @Zekarias Haile - ETA: 7/7/2025 - QA / Client Testing MD Juvenile Hall Abuse - Crump - Slater - Shield Legal :largegreencircle: - @Zekarias Haile - ETA: 7/7/2025 - QA / Client Testing CA Juvenile Detention Abuse - Crump - Slater - Shield Legal :largegreencircle: - @Zekarias Haile - ETA: 7/7/2025 - QA / Client Testing
Testing: Depo Provera - SGGH - Meadow Law - Shield Legal :largeyellowcircle: - @Dustin Surwill - ETA: 7/7/2025 - QA / Client Testing MI Foster Care Abuse - SGGH - Meadow Law - Shield Legal :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Foster Care Abuse SEC - SGGH - Meadow Law - Meadow Law :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Juv Hall Abuse - SGGH - Meadow Law - Shield Legal :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Juv Hall Abuse OSOL - SGGH - Meadow Law - Shield Legal :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Juv Hall Abuse SEC - SGGH - Meadow Law - Meadow Law :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Clergy Abuse - SGGH - GLF - Shield Legal :largegreencircle: - @Dwight Thomas @Zekarias Haile - ETA: 7/8/2025 - QA / Client Testing MI YRTC Abuse OSOL - SGGH - Meadow Law - Shield Legal :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Clergy Abuse - SGGH - Meadow Law - Shield Legal :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI Clergy Abuse SEC - SGGH - Meadow Law - Meadow Law :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI YRTC Abuse - SGGH - Meadow Law - Shield Legal :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing MI YRTC Abuse SEC - SGGH - Meadow Law - Meadow Law :largegreencircle: - @Dwight Thomas - ETA: 7/8/2025 - QA / Client Testing Gaming Addiction - Meadow Law - SEC - Meadow Law :largegreencircle: - @Zekarias Haile - ETA: 7/11/2025 - Internal Testing
In Progress: Video Gaming Sextortion - Cooper Masterman - AWD - Shield Legal :largegreencircle: - @Dustin Surwill - ETA: 7/9/2025 - Internal Testing
On Deck: MI YRTC Abuse OSOL - Ghozland - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI YRTC Abuse - Ghozland - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI Juv Hall Abuse - Ghozland - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI Juv Hall Abuse OSOL - Ghozland - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields Video Gaming Sextortion - Ghozland - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI Juv Hall Abuse - AFG - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI Juv Hall Abuse OSOL - AFG - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI YRTC Abuse - AFG - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields MI YRTC Abuse OSOL - AFG - SGGH - Meadow Law - Shield Legal :largebrowncircle: - Mapping Fields AFFF PFAS Military Base Exposure - ELG - Levinson - Shield Legal :largebrowncircle: - @Dwight Thomas - Mapping Fields AFFF PFAS Military Base Exposure - ELG - Carson - Shield Legal :largebrowncircle: - @Dwight Thomas - Mapping Fields
Waiting on Requirments: KY Organ Donor Investigation Lawsuit - DL - DL - Shield Legal :largebrowncircle: - @Daniel Schussler - ETA: 7/7/2025 - Gathering Requirements Kanakuk Kamps Abuse - DL - Flatirons - Shield Legal :largebrowncircle: - @Daniel Schussler - Gathering Requirements McDonogh School Abuse - BCL - Slater - Shield Legal :largebrowncircle: - @Dwight Thomas - Gathering Requirements Porterville Developmental Center Abuse - DL - Flatirons - Shield Legal :largebrowncircle: - @Daniel Schussler - Gathering Requirements San Bernardino Juv Hall - DL - Flatirons - Shield Legal :largebrowncircle: - @Daniel Schussler - Gathering Requirements San Diego County JDC Abuse - BCL - Slater - Shield Legal :largebrowncircle: - Gathering Requirements Santa Clara County Juv Hall - DL - Flatirons - Shield Legal :largebrowncircle: - @Daniel Schussler - Gathering Requirements Trinity Private School Abuse - DL - Flatirons - Shield Legal :largebrowncircle: - @Daniel Schussler - Gathering Requirements Gaming Addiction 3 - AWKO - Bradley Grombacher - Shield Legal :largebrowncircle: - Gathering Requirements AFFF PFAS Military Base Exposure - ML - Douglas London - Shield Legal :largebrowncircle: - Gathering Requirements Firefighting Foam - Douglas London - ML - Shield Legal :largebrowncircle: - Gathering Requirements KS JDC Abuse - Meadow Law - AWKO - Shield Legal :largebrowncircle: - Gathering Requirements KS YRTC Abuse - Meadow Law - AWKO - Shield Legal :largebrowncircle: - Gathering Requirements MD Juvenile Hall Abuse - BG - Meadow Law - Shield Legal :largebrowncircle: - Gathering Requirements
Yellow and Blue are not fully automated but everything comes from Monday
just have to make sure monday is always up to date
We did an integration on the previous NEC. Did they pay for integration for the new one?
everything is the same. Even the amt they paid. So... i guess?
Do we need to reach out to Hernia Mesh - Dampier - Levin Papantonio - Shield Legal for an integration?
I asked Cam and didn't get a reply. I'll bug him again. I need the retainer and all that
Did that reply answer your question @Dustin Surwill
Yes, but we do not know of any new campaigns with ACTS
Then we say that we will reach out when we know of a new campaign?
yeah something like that. i'll reply in a bit
Can I get a list of all DL campaigns sorted by spent amount descending?
Daniel has a link to that file. I’m driving but if you haven’t gotten it when I get in I’ll send it. :)
That sheet is missing the following campaigns: Instant Soup Cup Child Burns 2 - DL - Flatirons - Shield Legal Hair Relaxer Cancer - Crump/Dicello - Shield Legal Illinois Juvenile Hall Abuse - Dicello - Flatirons NC (TIP) - Shield Legal Michigan Juv Hall Abuse - DL - Flatirons - Shield Legal San Bernardino Juv Hall - DL - Flatirons - Shield Legal Hair Relaxer Cancer - Crump - Dicello - BLX Tepezza - Dicello - Shield Legal Salon Professional Bladder Cancer - Dicello - Shield Legal Hair Relaxer PFS - Dicello Levitt KY Organ Donor Investigation Lawsuit - DL - DL - Shield Legal Youth Treatment Center - BG/Dicello - ACTS - Shield Legal St George School Sex Abuse - Dicello - Flatirons - Shield Legal St Paul School Sex Abuse - Dicello - Flatirons - Shield Legal LA Wildfires Flyer - DL - Flatirons - Shield Legal Trinity Private School Abuse - DL - Flatirons - Shield Legal
And you had 8 that was not on our list
Are these 2 truly flatirons?
Flatirons NH Juv Hall Flatirons-NH Juv Hall Completed NH Youth Center Abuse - BCL - Wright Schulte - Shield Legal New Hampshire YDC Abuse - DL - Flatirons - Shield Legal
Flatirons San Bernardino Co Flatirons-San Bernardino Co Completed San Bernardino County JDC Abuse OSOL - SGGH - AWD - Shield Legal
There's a NH Juv Hall DL/Flatirons and a San Bernardino DL/Flatirons
That sheet should only have DL campaigns on it.
but the lawruler name column has the incorrect case_type
this caused us to send them data that did not belong to them
That's weird because i see this in LR: New Hampshire YDC Abuse - DL - Flatirons - Shield Legal
That's weird because i see this in LR: New Hampshire YDC Abuse - DL - Flatirons - Shield Legal
IDK, I made them yellow for reference
yeah i didn't touch the shared file. But BCL/Wright Schulte shouldn't be in there at all
According to the history, it was @Richard Schnitzler
well let's get them removed asap and then figure out the how.
New Hampshire YDC Abuse - DL - Flatirons - Shield Legal San Bernardino Juv Hall - DL - Flatirons - Shield Legal
Yes on NH. don't see the one for San Bernardino so added it
cool. now just check to see what happened there. Maybe it was just a clicking error he wasn't aware of
Talking to him, he was told to a thing with no context for McFadden and then asked for McFadden to verify (which apparently did not happen)
hey @Dustin Surwill do we do integrations for AWKO?
Hi Malissa,
Just a reminder about which AZ this is.
So 1948 - AZ YTC Abuse - Burg Simpson - ML - Shield Legal
I activated the AZ integrarion on FINAL, so once you tell the center to start calling they should get the leads
yes i just saw Jon's email. Yes that's why i'm bugging you lol
Can you send him an update ASAP? Should we add Joe to the chain?
do we have integration with ACTS @Dustin Surwill? i can't remember
@Dustin Surwill ^ that question again lol. I think you answered it in person but i'm 10000% fried
Danny at ACTS says he hasn't gotten anything for some of his Chowchilla campaigns
There are not but the one in the backlog, we plan on doing
All the current ones are going to Smart Advocate not Lead Docket, which they want Lead Docket for the new ones
I put banafshe in not queued in Dec. I think that is when we were having the problems with ACTS
Is the AWD campaign successfully transmitting?
Yes, there was 1 error out of 87 leads sent since around June 4
Yes, there was 1 error out of 87 leads sent since around June 4
For AWKO, should we only be doing NEC?
According to New Campaign Setup there are <300 campaigns that were never sent to the integrations board, including a new SGGH from this week and a bunch of DL campaigns that we might have done in the last 3 weeks.
There are so many weird steps in the process.
Someone should t have to hit a button for you.
It should when the campaign setup is complete (questionnaire built). Maybe someone should look into that
any updates on all the acts stuff @Dustin Surwill?
last question about this. What about giving them if the campaign is open or closed for us?
The previous integration went to case works. same for this one?
Do we need to do integrations on PLF campaigns?
Have we done any for them before? I don’t think they have it
We have not, just cleaning the Monday board
hey @Dustin Surwill is there any way we can speed up IL JUv Hall Baypoint SGGH integration?
we can try to push get a test to them by EOD tomorrow?
@Dustin Surwill just asking because the firm is wondering why they aren't getting it yet. 😕
who all should i include on an intro email for lead docket - GFO/AWD?
What case types are related to the email with the subject Re: Integration Request for GFO Law, LLC and SHIELD LEGAL, LLC?
And with that, don’t include me in any emails. I’ve joined Carter on the bad list lol. You’ll need to include Joe for sure
So then which AWD campaigns? old, new, open, closed, future, current?