Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-14 13:09:24

Good morning! I hope you had a good weekend. I just wanted to check in to see if you’ve had a chance to put that filter in place to assess the Email mishap. I want to work with the team so we can scan all campaigns so we can make sure all law firms are receiving their case cases properly.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-14 13:10:58

I have not yet

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-14 13:27:13

ok, let me know if there is anything I can do to help.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-14 20:02:38

3 PM tomorrow (7/15) near my desk for the Integration Explanation

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-15 09:22:31

That works. If you could do earlier, that would be great. But I will use that as a place holder.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-15 15:55:52

Sorry we will have to reschedule, I have a high priority issue that I am dealing with.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-15 15:56:40

ok understood. Let me know when is a good time.

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-17 12:37:22

I should be able to meet with you this afternoon. Would after 2:45PM work?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-17 12:38:39

great…that works for me

👍 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-22 19:38:46

are we doing the 303 push tonight or has it already happened? Was just curious how it went/going

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-22 19:43:45

Working on it. Joe asked LR to see if 1000 automations triggering at once would be fine. LR & us will be watching once triggered to see the impact. I was added the new question about if the signer's email was valid to the integrations. I will be triggering the first 1000 in a few minutes then the 2nd 1000 before I go to bed and the last ~200 in the morning

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-22 19:56:43

first 1000 triggered

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-23 12:19:56

158007 sent to DL at 2025-07-22 18:30:08.271322 UTC = 2025-07-22 11:30:08.271322 PDT

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-23 12:37:14

Thank you for sending this.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-23 16:50:58

Do you have a potential deliverable date for that backfill for Alameda at the pace we are going? I know we mentioned done by Friday as it was 9th on the list but didn't know if you had anything closer?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-23 17:47:23

The integrations should be complete Friday. I did not give an ETA for the backfill. At the current pace, I expect Alameda to backfill sometime Friday

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-23 17:53:18

ok cool got it...thank you

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-25 11:28:49
integration_errors.csv
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-07-25 15:02:38

is the catch up meeting going?

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-25 15:04:48

Just got back. Will login in a minutes

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-01 18:13:31

https://shieldlegal.dev/

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 18:22:20

I just sent you an intro email to the tech guys at AWKO for the integration

👍 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 18:23:26

Logged in

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-01 18:23:51

You now have admin

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 18:24:06

thank you

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 18:24:55

I am in and see the reporting...I will let you know if I break anything lol

👏 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-01 18:25:05

I am in and see the reporting...I will let you know if I break anything lol

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-01 18:44:38

You might be interested in a tab that @James Turner made in June. Check out the tab named 6/11/2025 org chart in https://docs.google.com/spreadsheets/d/1FT7jBenta_98vq8GOV3xZ1FpYXsRi8gaZJVdVOtL-Gc/edit?usp=sharing

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 12:53:20

thank you...just saw this

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 12:59:27

Ok I am driving myself nuts lol

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 13:00:54

I am in this report and was curious how to make it generate the report lol. I put in the specs and then when I click download it says there are not any leads.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 13:00:55

https://shieldlegal.dev/reporting/lawruler/questions_report

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-04 13:01:33

what filters are you using?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 13:02:11

I was looking up the sggh signed and sent retainers for all campaigns.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 13:02:43

I was in questions report. sggh, Statuses Final sent, Date from Jan 1 to todayj. j

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 13:03:28

I know I am missing some stupid step and I am going to slap my forehead when I figure it out.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-04 13:05:20

status should only be final or final re-triggered not final sent (is not normally used) for the SEC campaigns there will not be any in that status, they use secondary complete you probably want the type of date filter to be status changed

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-04 13:06:43

ok got it let me try again

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-04 18:30:10

Worked with @James Turner to make it more understandable and to get a outside perspective. Thoughts?

image.png
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 12:22:37
Untitled
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-05 12:27:40

Thank you. I just saw this. Let’s have a brief meeting about this just you and me.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-05 12:28:14

when & where?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-06 20:17:43

@Malissa said to ask you for AWKO

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 11:32:19

Lets start with that one and then we can do LDS and others

👍 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 16:13:40

Did we reach out to Acts for the integrations?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 16:14:13

We need to assign someone for those and get the ball rolling

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-07 16:19:25

I will reach out before I leave, once we get confirmation on which CRM I will assign it to a team member

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 16:21:16

who area we waiting on the confirmation from?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-07 16:21:44

We will be waiting on ACTS to clarify the CRM confusion.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 16:23:08

Ok cool, yeah I reread the chain and it seems Cam just wants us to jump on it and get it taken care of. I would for sure begin the email chain on the integration sooner than later.

👍 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 16:23:28

Or assign that to Richard to kick it off

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-07 16:23:37

just so it's not on your plate

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-13 11:10:41

Do you want anyone else in the meeting with meadow besides me (non-integrations wise)? If you are joining does 11:30 to 12:15 PM PST on Friday work?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 11:12:04

I will see if Ward wants to be in the meeting and yes I would like to be involved.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 16:36:38

yeah it was lead docket and Angela whom we met with before requested the meeting.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-13 16:42:39

Yes, I forwarded you the email I forwarded @deleted-U06VDQGHZLL

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 16:43:46

thank you

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 16:46:14

yes and that was an issue from what we remember. We don't want it to be hung up on him

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 16:46:21

and the media buying team

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 18:28:35

@Dustin Surwill do you want to jump on this call with Acts so we can go over integration in 2 min?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 18:28:41

I'll send you the invite

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-13 18:29:03

We are just waiting for their fields for lead docket. Once we have those it will not take long to do

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 18:29:44

ok, I will forward you the invite so we both can hear it

👍 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 18:30:54

did that link work for you?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-13 18:31:06

"Waiting for host to start the meeting"

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 18:31:10

ok me too

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-13 18:31:17

just making sure slack didn't mess it up

👍 Dustin Surwill
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 15:38:35

how did the script go?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 15:38:43

how did the script go?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 15:45:17

Had to restarted about 1:10. Then went to lunch. The problems were related to date fields and the values the agents put in

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 15:45:27

got it

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-14 15:45:45

seem to be working better now?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-14 21:19:47

version of the report that shows the date errors

minor_report.csv
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-18 15:23:54

sent you an invite to SimplyConvert. He asked me to send the invite.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-18 15:28:09

This looks like our own instance...

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-18 17:28:24

I agree...I am assuming it was for API docs

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-20 12:47:02

If the input file is a xlsx then the sheet names are the questionnaire tabs. If the input file is a csv then the tabs are defined as a question (column A) with TAB {Name}. The part of the filename before the . is the case type id. 1825 is Test - Dustin. You can watch the questions get built in real time from the console log and by refreshing the questionnaire builder page: https://tortintakeprofessionals.lawruler.com/QuestionnaireFormBuilder.aspx?casetype=1825

build_questionaire.exe
1825.xlsx
👍 Carter Matzinger
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-20 16:44:44

I even added all email addresses the lead was sent to. I have pre-filtered this sheet to just the final statuses (final, declined, secondary complete)

impacted_leads.xlsx
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-20 18:21:55

just looking at this now

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-20 18:24:05

the date on there...was that the date the email was sent?

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:41:55

@Dustin Surwill on that leads impacted report you ran yesterday

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:42:01

can you add the name of the people to the file?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-21 11:44:39
impacted_leads.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-21 11:45:02

Those should be the injured parties (at least the contact card)

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:50:38

so we got an email from SGGH see below. None of these names were on your list but I am wondering if they were impacted.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-21 11:50:40

These clients were labeled Chowchilla but are actually Dr. Lee: • LaTroya Horn • Juanita Lopez • Angela Sanchez • Christina Ann Cabrera • Charity Banuelos • Monica Taylor • Maribel Carrazco • Ashley Robles • Carmella M Green • Priscilla Vargas • Tiffany Rogers - one decline was a Dr. Lee case, and there was a second decline that was a Chowchilla case Two have details and perp descriptions at CIW that are consistent with Dr. Lee but did not list him by name. I will be reaching out today to try and get further details to confirm. • Rebecca Lynne Pride • Shawna McLear I also noticed some MI Clergy cases that were coming in labeled Chowchilla and here are those names as well: • William Brinkley • James Mehlhose • Alisa Tenhoopen • Wayne William Lacy • Marvin Fluellen • Valerie D Stewart Please let me know if you have any questions!

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:28:45

@Dustin Surwill good morning

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 11:29:49

morning

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:30:59

Can you tell me how the integration is going with Tyler at thelawyer and simplyconvert is going. I just got pinged by Becker

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:31:17

I think we have the nec questions and cover letter

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:31:36

I know we were waiting on something from them but I think they sent it

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 11:33:51

This campaign is not in the New Campaign Setup Monday board. I wonder if @Cameron Rentch, @Malissa, or @Andy Rogers know about this campaign or if a contract has been setup (or payed). Here is a link to that board for you: https://tortintakeprofessionals.monday.com/boards/3947934695

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:36:30

they do know about it but but it has not made it to Malissa

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:36:36

they don't pay for integrations

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 11:42:54

But for the campaign itself they need to pay for and my understanding is that would flow through @Malissa. Integrations cannot start until the questionnaire is built and @Malissa tells @deleted-U05496RCQ9M the questions or campaign to clone from.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-22 11:43:05

But for the campaign itself they need to pay for and my understanding is that would flow through @Malissa. Integrations cannot start until the questionnaire is built and @Malissa tells @deleted-U05496RCQ9M the questions or campaign to clone from.

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-22 11:43:45

ok, let me see if I can get that over to Sunnie, the invoicing has not been done but they want to get integration started

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-26 17:53:03

can I call you on here and ask a question?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 17:53:30

yes

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-27 15:18:59

I think it crashed

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-27 15:19:11
1825.xlsx.png
Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-27 15:19:39
1825.xlsx.log
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-27 17:45:40

Please follow up my email to TorHoerman about talking to Cam or Andy to get a contract to actually start the campaign...

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-27 18:21:58

email sent

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-27 18:54:14

What about the fact that they probably have not talked to Andy or Cam about pricing or gotten a contract with us / payed us

Carter Matzinger (cmatzinger@tortintakeprofessionals.com)
2025-08-27 19:15:25

haha, they have talked to Andy

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-27 19:15:37

just making sure

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-27 19:15:44

since it was abnormal