Dustin Surwill (dsurwill@shield-legal.com)
2025-07-10 17:05:28

https://youtube.com/watch?v=xdmxM-v4KQg&si=s1T4edCRru1ryZv4|https://youtube.com/watch?v=xdmxM-v4KQg&si=s1T4edCRru1ryZv4

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Linus Tech Tips (https://www.youtube.com/@LinusTechTips)
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Original URL: https://youtube.com/watch?v=xdmxM-v4KQg&si=s1T4edCRru1ryZv4
Edward Weber (edward@tortintakeprofessionals.com)
2025-07-11 11:45:45

Nopey

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-31 16:10:03

We can trigger 410

Edward Weber (edward@tortintakeprofessionals.com)
2025-07-31 16:10:20

That is def good news :meow_party:

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-01 12:03:59

Please come to CR2

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-01 12:04:38

OKay sounds good

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-06 11:52:27

Did you receive JP's report?

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-06 11:52:59

Yes they are sending it as .csv now

Flatirons_Medical_Record_Tracker_08_06_2025.xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-06 11:53:21

Are the correct people on the email? I am not anymore...

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-06 11:53:25

He change column names, etc so I am going to edit the code to be able to handle it

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-06 11:54:00

I think we may need to reach out to Nick C about it if he is going to stop sending the old one. I ask that this .csv is an additional report and not a replacement so in next meeting I think I will bring it up

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-07 11:09:07

I have added a link to the integration logs from BQ. Use the tables new_integrations_log & new_integration_errors in the dataset Integrations

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-07 11:09:21

I have added a link to the integration logs from BQ. Use the tables new_integrations_log & new_integration_errors in the dataset Integrations

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-11 10:55:47

Do you want me or @Richard Schnitzler in your reconciliation meeting?

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-11 10:58:04

Either is fine

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-11 11:01:07

Pulling up to the office be there in 2 mins

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-11 11:29:43

Just send those leadids & status over to me

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-11 11:40:28

Sure

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 11:36:09

Who knows about the 3P Signed e-Sign status?

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 11:36:20

As in what it means?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 11:36:58

and if it can be set to re-triggered to send to DL?

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 11:37:38

I believe that status is just a placeholder for SL not doing the intake for it. So I think it would be okay to push as a "final" aka open status

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 11:37:50

588137 is that lead ID Nick C was referring to

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 11:38:21

588205 - This one is their sibling which is in the MRT report (providing just in case you need it)

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 11:38:30

But 588137 should be retriggered

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 13:23:00

So we should not send Signed e-Sign - Billable Declined by Firm to DL? there are almost 400 in that status that I can send in Sahil's sheet.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 14:10:37

I think the lead in the email chain is 710204 with an integration response below: <Response [200]> {"timestamp":"2025-07-26 00:10:55","message":"Records processed successfully","matterId":"a0LVT000007ehNC2AY","isSuccess":true,"accountId":"001VT00000NTeL5YAL"} It looks like everyone was having a hard time finding it because the information they gave us is the mothers information not the injured party or signer

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 14:37:12

You can also check the old integraion log in bq for that lead to see if it was sent before june 6th. Not marked new.

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 14:37:56

Okay I will I am going to meet with us Luis and Brittany

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 16:07:26
lead_history_status.csv
Edward Weber (edward@tortintakeprofessionals.com)
2025-08-12 16:18:44

Okay based on the report above looks like these clients would need their status changed based on what is shown in column C. Column A is the law ruler ID and column B is what it is currently and column C is what it needs to be changed to

Nec Status Change.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-13 10:57:16

from 3p to re-triggered 762145 762144 762142

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-16 21:22:19

Everything has been queued to send. Between ~5PM 8/15 and 8PM 8/16 should be the 5k backfilled for DL

:lets_go: Edward Weber
:meow_party: Edward Weber
Edward Weber (edward@tortintakeprofessionals.com)
2025-08-16 21:22:56

Sweet 🙌 Thanks for the update and I appreciate you letting me know

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-19 11:41:41

Thank you yeah it is Paraquat 13 - DL - TC-J - Shield Legal

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-19 11:42:01

Brittany had told me to send this one over to Abe (Paraquat 13 - DL - TC-J - Shield Legal) but later on ABe stated just paraquat 12 dl flatirons or DL - ML only

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-19 11:42:07

So that has to be the reason why

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-19 11:43:15

She was told that they wanted to keep track of the medical records for that campaign but I guess later on they changed their mind

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 12:20:27

when you get a change please update your tasks on https://tortintakeprofessionals.monday.com/boards/5053948403/

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-26 12:40:41

Sounds good I just updated one of them. The modeling flatirons financials for a looker dashboard I think that was an ashan thing (a suggestion / not a requirement) so I don't think I need that one for now

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-26 13:23:09

Can we toss it in backlog or archive the ticket then?

Edward Weber (edward@tortintakeprofessionals.com)
2025-08-26 13:23:30

Yes I think archive may do

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 17:58:29

select ** from lead_history_status where fromstatus like 'Signed & DECLINED%' and leadid in (select id from lead where casetypeid in (select id from case_type where name like '%CPAP%')) and tostatus!='Signed & DECLINED ReTriggered'

lead_history_status.csv
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-29 18:04:49

487576 522926 509368 508761 514651 499140