Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-23 14:07:10

@Nicholas McFadden has joined the channel

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-23 14:07:29

@Dustin Surwill has joined the channel

Dwight Thomas (dwight@shield-legal.com)
2024-09-23 14:07:29

@Dwight Thomas has joined the channel

Ahsan (ahsan@shield-legal.com)
2024-09-23 14:07:29

@Ahsan has joined the channel

Daniel Schussler (dschussler@shield-legal.com)
2024-09-23 14:07:29

@Daniel Schussler has joined the channel

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-23 14:07:44
Ahsan (ahsan@shield-legal.com)
2024-09-23 15:57:03

Updates: 9/23 PFAS Water Contamination - Baypoint - ELG: β€’ Internal QA testing into Bridgify's system. made successful connection into ELG's to create the ids to pass to bridge. ETA 9/25 β€’ Being built w outlook connector Bard PowerPort - Bay Point - Simmons: β€’ QA testing doc pushes with body payloads. ETA 9/25 or 9/24 depending on client acceptance. β€’ Being built with outlook connector Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Intermittent error occurred on Friday's backfill of leads when pushing docs. Receiving a 500 error. Emailed Rahul and SA team on the cause 9/23. Awaiting reply. ETA Unknown β€’ Ghozland hinges on Meadow VGA Wagstaff: NEC Baby Formula - AWD - Wagstaff: β€’ LR Automation being redone to catch the new sign decline fields requested by Hilal on 9/23. β€’ Retest to be done 9/23 and sent for review by Hilal on 9/23 Paraquat - AWD - Wagstaff: β€’ still awaiting feedback from test leads sent to Hilal on 9/19 @Nicholas McFadden @Dustin Surwill

Dwight Thomas (dwight@shield-legal.com)
2024-09-23 17:15:07

Pennsylvania Juvy Hall Lakin - Lakin – DONE. QA’ed and signed off this morning. Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: Campaign Complete. Still awaiting confirmation from David from Vogelzang. ACTS: 6 out of 10 of the campaigns have been implemented into production. The final four campaigns are in the QA testing phase. Done - Property Damage LSA - ACTS - ACTS - Shield Legal Done - Birth Injury - ACTS - ACTS - Shield Legal Done - Construction Defect LSA - ACTS - ACTS - Shield Legal Done - Insurance Bad Faith LSA - ACTS - ACTS - Shield Legal Done - Medical Malpractice - ACTS - SIL – ACTS Done - School Negligence LSA - ACTS - ACTS - Shield Legal Done -Personal Injury LSA - ACTS - ACTS - Shield Legal Done -Medical Malpractice - ACTS - SIL - ACTS - Shield Legal QA - Sexual Abuse Chowchilla with Flatirons – Waiting for QA Results QA - Sexual Abuse Chowchilla Levinson – Waiting for QA Results QA - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Waiting for QA Results. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Waiting for QA Results. CA Juv Hall Abuse - ACTS - SIL - ACTS - Power automate automation created; internal testing in progress. Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks. Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress.

OUTLOOK 365 - CONVERTED CAMPAIGNS: Chowchilla Prison Abuse - Miller / Mattar - Lead Docket Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal (Note: Verified the Trigger works) LA Juvenile Hall Abuse TV - ACTS - DL-Flatirons - Shield Legal (Note: Verified the Trigger works) Asbestos - BG - Levinson - Shield Legal Insurance Bad Faith - ACTS - SIL – ACTS CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal CA Juv Hall Abuse - ACTS - SIL - ACTS

Dwight Thomas (dwight@shield-legal.com)
2024-09-23 17:15:22

if this is where the updates are suppose to go...

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-23 19:03:53

@Ahsan

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-23 19:04:06

Not quite there yet. It looks like the injured party and representative fields are missing, as well as custom809. Let me know the next Lead ID to review.

Ahsan (ahsan@shield-legal.com)
2024-09-23 19:05:06

@Nicholas McFadden ok looking into it.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-24 09:52:31

Guys we have to get Baypoint Simmons moving. Cameron has made it a top priority. Need a detailed update on where we are at, what is holding us up, and who/what are we are waiting on

Ahsan (ahsan@shield-legal.com)
2024-09-24 10:32:55

On it now, will update shortly, should be done today, but update around 11 @Nicholas McFadden

James Turner (jturner@shield-legal.com)
2024-09-24 13:57:50

@James Turner has joined the channel

Zekarias Haile (zhaile@shield-legal.com)
2024-09-24 13:57:55

@Zekarias Haile has joined the channel

James Turner (jturner@shield-legal.com)
2024-09-24 14:12:54

For Monday - is this Joe?

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-24 14:39:48

*Thread Reply:* I have invited both you and Zekarias

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-24 14:56:12

https://tortintakeprofessionals.monday.com/boards/4677317281/

tortintakeprofessionals.monday.com
James Turner (jturner@shield-legal.com)
2024-09-24 15:18:21

Do we have a list of current campaigns, and a place where the files for each campaign are held?

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-24 15:27:34

*Thread Reply:* Monday is the current place for all of that

James Turner (jturner@shield-legal.com)
2024-09-25 12:23:36
Dustin Surwill (dsurwill@shield-legal.com)
2024-09-25 13:08:15

@here Team, if you have a GitHub account, add your shield-legal email to it. If you do not have a GitHub account, make one with your shield-legal email. Let me know when this is complete.

βœ… Daniel Schussler, Zekarias Haile, James Turner
Dustin Surwill (dsurwill@shield-legal.com)
2024-09-26 15:30:25

*Thread Reply:* @James Turner @Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)
2024-09-26 15:34:13

*Thread Reply:* I have created a GitHub account with my shield-legal account

πŸ‘ Dustin Surwill
James Turner (jturner@shield-legal.com)
2024-09-27 17:07:39

*Thread Reply:* jturnershield is my Github user

Ahsan (ahsan@shield-legal.com)
2024-09-25 17:43:45

Updates: 9/25 PFAS Water Contamination - Baypoint - ELG: Email sent to Meghan about 400 issue trying upload docs, email sent 9/25. ETA 9/27

Bard PowerPort - Bay Point - Simmons: Getting 400 error for comment box, emailed Stephanie Weiss. ETA 9/27

Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Testing doc url as per Rahul. ETA 10/4 for all leads to be sent if fix works NEC Baby Formula - AWD - Wagstaff: β€’ waiting on HIlal to confirm sign decline worked Paraquat - AWD - Wagstaff β€’ Implementing NEC fix onto Paraquet

@Nicholas McFadden @Dustin Surwill

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-25 18:13:49

@James Turner @Zekarias Haile https://view.monday.com/3947934695-bea376766458a2113a5ad9440f33a5b9?r=use1

tortintakeprofessionals.monday.com
James Turner (jturner@shield-legal.com)
2024-09-25 18:15:10
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-26 11:03:38

@here Stuck in an hour delay on the 215. I’ll be there in 30 or so if it picks up

πŸ‘ Dustin Surwill, James Turner
James Turner (jturner@shield-legal.com)
2024-09-26 11:21:21

Throwing this here so it does not get lost -

--------------------- Chowchilla - ACTS - Levinson (TC) - Shield Legal and Chowchilla - ACTS/DL - Flatirons - Shield Legal-CaseType-IntakeForm are the same other than the "Headers" not having custom IDs in the flatirons case.

-------------------- Chowchilla - ACTS - Forman - Shield Legal-CaseType-IntakeForm is the same as Chowchilla - ACTS - Levinson (TC) - Shield Legal other than

Custom20567 - Would you recognize the abuser's name if you heard it? (MUST BE YES)

================== Update 10:24am:

Spoke to reports, and learned that ALL headers should have Custom IDs. If you find a report where the headers do not, than please let Sunnie know.

Now building a report for both Levinson and Flatirons

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-26 11:31:28

@Dustin Surwill I’m still stuck stopped on the 215. Getting worried about the Wagstaff meeting at 10. I’ll call in but might need you in the meeting with Tony if I’m still not in the office.

πŸ‘ Dustin Surwill
James Turner (jturner@shield-legal.com)
2024-09-26 13:54:06

If you ever need to find it later, it will be under apidefaultfields_standard

James Turner (jturner@shield-legal.com)
2024-09-26 13:55:17
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-26 15:22:40
Ahsan (ahsan@shield-legal.com)
2024-09-26 16:16:40

Updates 9/26/24: PFAS Water Contamination - Baypoint - ELG: β€’ Waiting on Mia for trying to push docs β€’ ETA 9/30 Bard PowerPort - Bay Point - Simmons: β€’ Waiting on Stephanie to confer with Simmions engineers on comment character field issue β€’ ETA 9/30 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Sign decline test sent | Juel Test | 73283 β€’ Re-trigger test sent | Juel Test | 73284 Paraquat - AWD - Wagstaff β€’ Sign decline test sent | Stitch Test | 72xxx β€’ Re-trigger test sent | Stitch Test | 73xxx β€’ Quesed up in event send, hit quota limit VGA: β€’ Updating doc control flow for categorization and sending new test lead β€’ Completion 9/27 @Nicholas McFadden @Dustin Surwill

Dwight Thomas (dwight@shield-legal.com)
2024-09-26 17:58:43

CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal – Signed Off and Gone Live. ACTS: 8 out of 14 of the campaigns have been implemented into production. The final six campaigns are in the QA testing phase (We have been asked to update the Case Status and Referral Source in Smart Advocate for the 6 Campaigns in QA and all future ACTS campaigns. Once completed, we will QA Monday) Done - Property Damage LSA - ACTS - ACTS - Shield Legal Done - Birth Injury - ACTS - ACTS - Shield Legal Done - Construction Defect LSA - ACTS - ACTS - Shield Legal Done - Insurance Bad Faith LSA - ACTS - ACTS - Shield Legal Done - Medical Malpractice - ACTS - SIL – ACTS Done - School Negligence LSA - ACTS - ACTS - Shield Legal Done -Personal Injury LSA - ACTS - ACTS - Shield Legal Done -Medical Malpractice - ACTS - SIL - ACTS - Shield Legal QA - Sexual Abuse Chowchilla with Flatirons – Waiting for QA Results QA - Sexual Abuse Chowchilla Levinson – Waiting for QA Results QA - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Waiting for QA Results. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Waiting for QA Results. QA - CA Juv Hall Abuse - ACTS - SIL - ACTS - Waiting for QA Results. QA - Rosemead High School Abuse – ACTS – Waiting for QA Results. Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks. Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress. ------------------------------------------------------------------------------------------------------------------------------------ OUTLOOK 365 - CONVERTED CAMPAIGNS: Chowchilla Prison Abuse - Miller / Mattar - Lead Docket Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal (Note: Verified the Trigger works) LA Juvenile Hall Abuse TV - ACTS - DL-Flatirons - Shield Legal (Note: Verified the Trigger works) Asbestos - BG - Levinson - Shield Legal Insurance Bad Faith - ACTS - SIL – ACTS CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS ------------------------------------------------------------------------------------------------------------------------------------ FORM INTEGRATIONS: AFFF | Tiktok | Form 29 | Jack AFFF | Tiktok | Form 30 | Jack AFFF | Tiktok | Form 31 | Jack Ozempic | TikTok | Form2 | Caleb

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-27 12:52:34
Dustin Surwill (dsurwill@shield-legal.com)
2024-09-27 15:51:24
Dwight Thomas (dwight@shield-legal.com)
2024-09-27 16:01:39

ACTS: 8 out of 14 of the campaigns have been implemented into production. The final six campaigns are in the QA testing phase (We have been asked to update the Case Status and Referral Source in Smart Advocate for the 6 Campaigns in QA and all future ACTS campaigns. Once completed, we will QA Monday) Done - Property Damage LSA - ACTS - ACTS - Shield Legal Done - Birth Injury - ACTS - ACTS - Shield Legal Done - Construction Defect LSA - ACTS - ACTS - Shield Legal Done - Insurance Bad Faith LSA - ACTS - ACTS - Shield Legal Done - Medical Malpractice - ACTS - SIL – ACTS Done - School Negligence LSA - ACTS - ACTS - Shield Legal Done -Personal Injury LSA - ACTS - ACTS - Shield Legal Done -Medical Malpractice - ACTS - SIL - ACTS - Shield Legal QA - Sexual Abuse Chowchilla with Flatirons – Waiting for QA Results QA - Sexual Abuse Chowchilla Levinson – Waiting for QA Results QA - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Waiting for QA Results. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Waiting for QA Results. QA - CA Juv Hall Abuse - ACTS - SIL - ACTS - Waiting for QA Results. QA - Rosemead High School Abuse – ACTS – Waiting for QA Results. Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks. Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress. ------------------------------------------------------------------------------------------------------------------------------------ OUTLOOK 365 - CONVERTED CAMPAIGNS: Chowchilla Prison Abuse - Miller / Mattar - Lead Docket Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal (Note: Verified the Trigger works) LA Juvenile Hall Abuse TV - ACTS - DL-Flatirons - Shield Legal (Note: Verified the Trigger works) Asbestos - BG - Levinson - Shield Legal Insurance Bad Faith - ACTS - SIL – ACTS CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS ------------------------------------------------------------------------------------------------------------------------------------ MISC: Paraquat - AWD - Wagstaff: Corrected the Power Automate Logic to decipher "Signed and Declined" from "eSign Final" NEC Baby Formula - AWD- Wagstaff: Corrected the Power Automate Logic to decipher "Signed and Declined" from "eSign Final"

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-27 18:16:14

"Intake ID #": "Lead ID", "phone": "CellPhone", "address": "Address", "city": "City", "state": "State", "zip": "Zip", "dob": "Date of Birth", "email": "Email", "ssn": "SSN", "source": "Shield Legal", "caseType": "Gaming Disease", "firstName": "Contact/Firstname", "lastName": "Contact/Lastname",

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-30 14:10:35

@Dwight Thomas @Ahsan I need your updates by 12:50 PM today.

Dwight Thomas (dwight@shield-legal.com)
2024-09-30 14:17:33

ACTS: 8 out of 14 of the campaigns have been implemented into production. The final six campaigns are in the QA testing phase (We have been asked to update the Case Status and Referral Source in Smart Advocate for the 6 Campaigns in QA and all future ACTS campaigns) Done - Property Damage LSA - ACTS - ACTS - Shield Legal Done - Birth Injury - ACTS - ACTS - Shield Legal Done - Construction Defect LSA - ACTS - ACTS - Shield Legal Done - Insurance Bad Faith LSA - ACTS - ACTS - Shield Legal Done - Medical Malpractice - ACTS - SIL – ACTS Done - School Negligence LSA - ACTS - ACTS - Shield Legal Done -Personal Injury LSA - ACTS - ACTS - Shield Legal Done -Medical Malpractice - ACTS - SIL - ACTS - Shield Legal QA - Sexual Abuse Chowchilla with Flatirons – Waiting for QA Results QA - Sexual Abuse Chowchilla Levinson – Waiting for QA Results QA - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Waiting for QA Results. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Waiting for QA Results. QA - CA Juv Hall Abuse - ACTS - SIL - ACTS - Waiting for QA Results. QA - Rosemead High School Abuse – ACTS – Waiting for QA Results. Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks. Asbestos - BG - Levinson - Shield Legal - Power automate automation in progress. Should be ready for internal testing 10/01/2024. ------------------------------------------------------------------------------------------------------------------------------------ OUTLOOK 365 - CONVERTED CAMPAIGNS: Chowchilla Prison Abuse - Miller / Mattar - Lead Docket Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal (Note: Verified the Trigger works) LA Juvenile Hall Abuse TV - ACTS - DL-Flatirons - Shield Legal (Note: Verified the Trigger works) Asbestos - BG - Levinson - Shield Legal Insurance Bad Faith - ACTS - SIL – ACTS CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS Asbestos - BG - Levinson - Shield Legal - Updated for Microsoft 365 Connector; at the Testing Phase ------------------------------------------------------------------------------------------------------------------------------------ MISC: Paraquat - AWD - Wagstaff: Awaiting confirmation that document was received. NEC Baby Formula - AWD- Wagstaff: Awaiting confirmation that document was received.

Dwight Thomas (dwight@shield-legal.com)
2024-09-30 14:17:39

@Dustin Surwill

Ahsan (ahsan@shield-legal.com)
2024-09-30 14:40:00

Updates 9/30/24: PFAS Water Contamination - Baypoint - ELG: β€’ We get a 500 code we get for trying to push docs after implementing trying new test lead. β€’ ETA 10/02 Bard PowerPort - Bay Point - Simmons: β€’ Waiting on Stephanie to confer with Simmions engineers on comment character field issue. β€’ Per Stephanie's email on 9/30 Engineering/Dev team for them will respond on 10/01 β€’ ETA 10/02 Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Updating doc control flow for categorization and sending new test lead β€’ MPA replacement sent 3 new tests today, awaiting on Meadows confirmation leads posted correctly β€’ Completion 10/01 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Still waiting on Hilal confirmation lead tests are acceptable Paraquat - AWD - Wagstaff β€’ Still waiting on Hilal confirmation lead tests are acceptable

@Nicholas McFadden @Dustin Surwill

Ahsan (ahsan@shield-legal.com)
2024-09-30 15:43:41

Smart Advocate Python Connection Test

Ahsan (ahsan@shield-legal.com)
2024-11-07 13:30:29

*Thread Reply:* @Daniel Schussler

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-09-30 17:34:20
Daniel Schussler (dschussler@shield-legal.com)
2024-09-30 19:22:47

@Dustin Surwill when you get a chance, do you mind sending those python articles we talked about please? Thanks man. Appreciate it

Dustin Surwill (dsurwill@shield-legal.com)
2024-09-30 19:39:49

*Thread Reply:* virtual environments and libraries: https://realpython.com/python-virtual-environments-a-primer/ https://realpython.com/what-is-pip/ jupyter: https://realpython.com/jupyter-notebook-introduction/

Any of the other articles here will be helpful to eventually read: https://realpython.com/search?kind=article&level=basics&order=newest|https://realpython.com/search?kind=article&level=basics&order=newest

A note on the realpython website: it only allows a few article reads per day without an account.

A free book that looks to teach you from basics to expert: https://www.learnpythonwithjupyter.com/

Basics of github: https://docs.github.com/en/get-started/using-git/about-git

πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2024-09-30 19:40:47

*Thread Reply:* Tomorrow (10/1) we will be mostly looking at python virtual environments, pip and the basics of running code from both a script and jupyter.

James Turner (jturner@shield-legal.com)
2024-10-01 12:51:19

Confirmed good mapping by Dustin:

Ahsan (ahsan@shield-legal.com)
2024-10-01 15:00:02

Updates 10/1/24: PFAS Water Contamination - Baypoint - ELG: β€’ We get a 500 code we get for trying to push docs after implementing trying new test lead. β€’ Waiting on Meghan's team to investigate the error from there end. β€’ ETA 10/04 Bard PowerPort - Bay Point - Simmons: β€’ Waiting on Stephanie to confer with Simmions engineers on comment character field issue. β€’ Per Stephanie's email on 10/1 Engineering/Dev team wants the payload, previously sent payload sample on 9/26, and resent the payload file on 10/1 β€’ ETA 10/02 Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Ashley confirmed the last test lead worked. β€’ Sending new batch of 25 leads to ensure nothing breaks before turning on automation. β€’ Completion 10/07 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Still waiting on Hilal confirmation lead tests are acceptable Paraquat - AWD - Wagstaff β€’ Still waiting on Hilal confirmation lead tests are acceptable

@Nicholas McFadden @Dustin Surwill

Dwight Thomas (dwight@shield-legal.com)
2024-10-01 16:07:08

ACTS: 8 out of 14 of the campaigns have been implemented into production. The final six campaigns are in the QA testing phase (We have been asked to update the Case Status and Referral Source in Smart Advocate for the 6 Campaigns in QA and all future ACTS campaigns) Done - Property Damage LSA - ACTS - ACTS - Shield Legal Done - Birth Injury - ACTS - ACTS - Shield Legal Done - Construction Defect LSA - ACTS - ACTS - Shield Legal Done - Insurance Bad Faith LSA - ACTS - ACTS - Shield Legal Done - Medical Malpractice - ACTS - SIL – ACTS Done - School Negligence LSA - ACTS - ACTS - Shield Legal Done -Personal Injury LSA - ACTS - ACTS - Shield Legal Done -Medical Malpractice - ACTS - SIL - ACTS - Shield Legal QA - Sexual Abuse Chowchilla with Flatirons – Waiting for QA Results QA - Sexual Abuse Chowchilla Levinson – Waiting for QA Results QA - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Waiting for QA Results. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Waiting for QA Results. QA - CA Juv Hall Abuse - ACTS - SIL - ACTS - Waiting for QA Results. QA - Rosemead High School Abuse – ACTS – Waiting for QA Results. Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks. Asbestos - BG - Levinson - Shield Legal - Started internal testing 10/01/2024. ------------------------------------------------------------------------------------------------------------------------------------ OUTLOOK 365 - CONVERTED CAMPAIGNS: Chowchilla Prison Abuse - Miller / Mattar - Lead Docket Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal (Note: Verified the Trigger works) LA Juvenile Hall Abuse TV - ACTS - DL-Flatirons - Shield Legal (Note: Verified the Trigger works) Asbestos - BG - Levinson - Shield Legal Insurance Bad Faith - ACTS - SIL – ACTS CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS Asbestos - BG - Levinson - Shield Legal - Updated for Microsoft 365 Connector; at the Testing Phase ------------------------------------------------------------------------------------------------------------------------------------

Dwight Thomas (dwight@shield-legal.com)
2024-10-01 16:07:37

Are we not having the 2:00 Meeting?

Daniel Schussler (dschussler@shield-legal.com)
2024-10-01 16:21:57

@Dwight Thomas Cam pushed it to 3:30 I believe

Ahsan (ahsan@shield-legal.com)
2024-10-01 17:28:30

@here we still are on for the 3:30pm api tea m meet yea?

James Turner (jturner@shield-legal.com)
2024-10-02 12:08:00

python lawrulerintakeui.py

James Turner (jturner@shield-legal.com)
2024-10-02 12:08:13
Ahsan (ahsan@shield-legal.com)
2024-10-02 15:00:00

Updates 10/2/24: PFAS Water Contamination - Baypoint - ELG: β€’ We get a 500 code we get for trying to push docs after implementing trying new test lead. β€’ Waiting on Meghan's team to investigate the error from there end. β€’ ETA 10/04 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie responded on 10/2 am. with corrections to the payload. Sent a new test lead and received a successful post. β€’ Stephanie is going to provide feedback changes. β€’ Building Integrations with GCA. β€’ ETA 10/03 for GCA or MPA. Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Ashley confirmed the last test lead worked. β€’ Found mapping issue and error on intake agents entering an answer that breaks mapping. β€’ Completion 10/07 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Still waiting on Hilal confirmation lead tests are acceptable Paraquat - AWD - Wagstaff β€’ Still waiting on Hilal confirmation lead tests are acceptable

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 09:25:09

@here I will probably be working remote today and tomorrow. I will be working and reaching out throughout the day so please be on the lookout for my messages.

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 10:09:07

Need people to do the following: β€’ Add all verticals (aka main campaign "Chowchilla", "AFFF", etc) to "Verticals" Data Board in Monday β€’ Add all clients (this includes marketing and investment firms) to the "Clients" Data Board β€’ Add all contact information for all of our points of contact at each firm/crm β—¦ Create "Contacts" Data Board β—¦ Add to https://docs.google.com/spreadsheets/d/1SJybPVIYjhp6-51C9OpozdRSuka314HqoBg-LdWllW0/edit?usp=sharing

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Zekarias Haile, James Turner, Dustin Surwill
Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 10:27:50

*Thread Reply:* Do you want CA Juv/CA Juvenile and other states in the same or different verticals?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 10:28:34

*Thread Reply:* Make a vertical per state

πŸ‘:skin_tone_3: Daniel Schussler
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 11:37:09

@Daniel Schussler if there was a Wagstaff Lead ID generated for any of the signed & declined leads on the "Signed & Decline" tab please add it to the column on that tab

πŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 11:41:29

*Thread Reply:* I'll take a look. I don't believe there was.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 11:57:30

*Thread Reply:* Greg Barnes, 530436, has two different wagstaff IDs. I'm not sure which one you want on the list. I imagine the second, more recent one, would be the sign decline ID. 70065 and 70485

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 12:03:23

*Thread Reply:* Put the newer value in the column and the other in like a notes column

πŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 12:23:59

*Thread Reply:* Completed

πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 12:29:41

@Ahsan @Dwight Thomas Wagstaff is telling me that there is a character limit for the decline reasoning field (custom809) of 150. Check to see if that is causing any problems with the tests for Paraquat and NEC. I was able to post a successful decline for Paraquat via Postman and worst case we do declines manually but send another set of tests.

Ahsan (ahsan@shield-legal.com)
2024-10-03 12:33:31

*Thread Reply:* Checking

Ahsan (ahsan@shield-legal.com)
2024-10-03 12:46:36

*Thread Reply:* @Nicholas McFadden I am trying to find that excel/spreadsheet output of the field being concatenated. I believe it was a screenshot you shared with us. That concatenated field used the field id appended with a string. So it makes sense the field exceeds a 150 character limit.

Ahsan (ahsan@shield-legal.com)
2024-10-03 12:47:01

*Thread Reply:* Checked the PA flow and that screenshot is not from the flow.

Dwight Thomas (dwight@shield-legal.com)
2024-10-03 12:52:54

*Thread Reply:* A simple solution is that we format the decline reason field to 150 characters (i.e., LEFT(<<Field>>, 150)

James Turner (jturner@shield-legal.com)
2024-10-03 12:52:03

All Current and Closed Verticals have been added from the Open/Closed tracker, to the Verticals Monday board.

Certain Exceptions to note:

β€’ Campaigns with "Numbered" names have been reduced down to a single Vertical. β—¦ Examples: Paraquat: Paraquat 5, Paraquat 8 ect.., Tylenol Autism: Tylenol Austism 2, Tylenol Autism, ect... β€’ Especially large Verticals have been simplified into the primary.. β—¦ Ex: NEC, Fire Fighting Foam, Chowchilla, β—¦ Ex: "Chowchilla" encapsulates Chowchilla, Chowchilla Abuse, Chowchilla Womens Prison Abuse, ect... β€’ Juv Hall, Juvenile Hall, Juv Hall Abuse, ect.... have all been reduced to a a single vertical per locality when locality is available.
β—¦ Ex: "IL Juv Hall Abuse" encapsulates "Illinois Juv Hall Abuse" and "Illinois Juvenile Hall Abuse" campaigns. β€’ Verticals have been created for campaigns where differences could be considered ambiguous through naming conventions. β—¦ Ex: "Intuit Privacy Lawsuit" vs "Intuit Privacy Violations" or the non specific "Juv Hall Detention Abuse" vs "Juv Hall Detention Abuse LA". β—¦ "Michigan Juv Hall" vs "Michigan Juv Hall abuse" - Because we can not guarantee they are they same issue from name alone, they have been given their own vertical. β€’ Verticals have not been created for very "Non-Specific Campaigns" such as "Other' or "Other LSA"

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 15:54:29

*Thread Reply:* Great thank you but consolidate further bullets 3 & 4 as the vertical is more of just the reference category so there should be one for "MI Juv Hall". All the actual case type names will differentiate each one. Also, I am going to have yall attach each client involved to each case type. I want to have the respective firm added to each field:

β€’ Litigating Firm(s) β€’ Marketing Firm(s) β€’ API Target Firm(s)

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-03 18:02:29

*Thread Reply:* Verticals have been consolidated further!

Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 12:52:56

@Nicholas McFadden @Ahsan has made the team aware of Lead: 73345 - Katherine Dolman , was triggered tuesday at 5. looks like it was sitting in the queue and launched after the quota got lifted. However, it wasn't requested on the wagstaff channels and I know I didn't do it. Do you know if that is an accurate trigger?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-10-03 14:06:51

@Nick Ward has joined the channel

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 15:35:02

@Daniel Schussler I did not but the email automation is setup for the declines so when we turned the flow back on to test this must have been decline and the automation tried to send it. Did it have a status of "Pending"?

Ahsan (ahsan@shield-legal.com)
2024-10-03 15:38:16

*Thread Reply:* @Nicholas McFadden yes it was marked as pending

πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 15:55:08

*Thread Reply:* try sending another test with your updates

πŸ‘:skin_tone_4: Ahsan
Ahsan (ahsan@shield-legal.com)
2024-10-03 16:12:56

*Thread Reply:* a sign decline test?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 16:13:40

*Thread Reply:* yes for Paraquat and both for NEC

πŸ‘:skin_tone_4: Ahsan
Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 16:45:22

*Thread Reply:* Both NEC tested successfully, Paraquat got stuck after Quota

Ahsan (ahsan@shield-legal.com)
2024-10-03 16:50:19

*Thread Reply:* In the event queue but wont know lead til 5:00ish.

Ahsan (ahsan@shield-legal.com)
2024-10-03 16:49:53

Updates 10/3/24: PFAS Water Contamination - Baypoint - ELG: β€’ We get are able to push docs, waiting on Meghan's review of the last test push β€’ ETA 10/04 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie provided feedback, making changes to payload and resubmitted a new test. β€’ Building Integrations with GCA. β€’ ETA 10/04 for GCA or MPA. Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ New Test lead pushed today, awaiting Ashley's QA β€’ Completion 10/10 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Hilal confirmed their is a filed character limit on the 809 field. Sent a new test, marked as pending β€’ Juel Test 73378 β€’ Jennifer Test 73379 Paraquat - AWD - Wagstaff β€’ Hilal confirmed their is a filed character limit on the 809 field. Sent a new test, marked as pending β€’ Hit quota limit, lead in event queue to be fired off tonight sometime.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:39:36

@here I need a report of all leads for the following flatirons campaigns:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:42:01

I do not need all of the Q&As just basic info, e-sign date, case type, and status

James Turner (jturner@shield-legal.com)
2024-10-03 18:43:15

Confirming what you're looking for-

We should have the custom layouts made so generating each shouldn't be too tricky to get something like the following? Is there a need by day/time?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:43:27

need it by tomorrow morning

James Turner (jturner@shield-legal.com)
2024-10-03 18:43:51

Would the full report like this work, or do you need just those specific queries?

James Turner (jturner@shield-legal.com)
2024-10-03 18:44:12

(waiting on it to email to me)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:44:22

Yes you can use the layouts you made for each one and then combine them on one sheet but the Q&As will be different so do not include them

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:45:45

or make a layout that just has the basic fields but you can add all of those case types

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:48:01

include the "owner" and "assigned to" fields

James Turner (jturner@shield-legal.com)
2024-10-03 18:48:36

Any other changes needed?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:49:21

always include Lead ID

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:49:31

first and last name

πŸ‘ James Turner
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:50:12

lead created date

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 18:50:47

email and phone

James Turner (jturner@shield-legal.com)
2024-10-03 18:56:07

Boarding school cases do not appear to have existing case types Otherwise we are good to go and generate the rest

πŸ‘ Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-10-03 19:03:13

Generating that report now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:06:03

actually this is a good project for you new guys to work on. I would like you to use that to give me a report of the count by case type of "client opt out" and "signed e-sign client opt out" leads. I would like to see yall put together an analysis of how many opt outs we had in these flatirons campaigns, which had the most in comparison to the others, etc. I would like to see yall take a crack at putting together this simple report and analyze where we might be having some client opt out issues.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:08:05

we do know that we have a reporting problem of signed vs not signed statuses so we want to see that difference but otherwise show me our flatiron opt out situation in total and per campaign

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:08:50

@Daniel Schussler @James Turner @Zekarias Haile ^^^

James Turner (jturner@shield-legal.com)
2024-10-03 19:15:19

Still waiting for that report to generate..

For that report, making sure we fully understand..

We are looking for a ratio of of how many clients (the actual person we talk to on the phone and get their info) opt out somewhere during the process.

We are also looking for a how many clients (the actual person we talk to on the phone and get their info) opt out after they sign the e-sign, and that data point will be under "signed e-sign client opt out"?

If I understand that right, are we looking for this in an actual dashboard format, or is a simple excel file with some graphs good to go?

James Turner (jturner@shield-legal.com)
2024-10-03 19:20:32

Ugly rough out

James Turner (jturner@shield-legal.com)
2024-10-03 19:27:44

It just now sent me the test report with only 1 case type

James Turner (jturner@shield-legal.com)
2024-10-03 19:29:44

So I re-generated it and threw your email on there. I don't have a good guess as to when it will get the full report generated, but it seems to be taking longer than usual. @Dustin Surwill is taxing lawrulers system pretty heavy right with a test of his automation process

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:31:12

Excel with graphs will do but see what additional insights yall can find out. I asked for the owner and assigned person field earlier because I was wanting to see if the agent who completed the call is actually in that field and see if there was a common agent who is having more opt outs than most agents. Get creative and show me what you guys can put together in regards to what our client opt out situation is for flatirons and if there are any anomalies, what could be the potential causes. I would like to see what you guys can produce, I have already given a few ideas. Being able to investigate, analyze, and report will be something expected of all of you, this is just an example of some investigation needed by Cam. Send me your report by 10am tomorrow so I can review it. Then we will review with Alan/Brittany's team so that we can report our findings to Cameron.

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-03 19:35:51

Report as asked for- I'll see what I can gather tonight and get a plan ready for tomorrow AM to get the other 2 on a good flow

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:35:56

fyi hair relaxer is important to look at as it was what started the conversation around how there were seemingly a lot of client opt outs but not showing up on the Reporting team's (brittany) Flatiron Benchmark report

πŸ‘ James Turner
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:37:59

Brittany's team is usually in as early as 6-6:30am so they might be available to collaborate with

James Turner (jturner@shield-legal.com)
2024-10-03 19:41:12

Looks like owner and assigned to is pretty hit and miss with what actually got filled out but I'll play around and get something together πŸ‘

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:41:17

I would suggest you all take a look tonight and maybe discuss how/when you all are going to tackle it. Have to give Cam a response by the afternoon

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-03 19:44:45

@Dustin Surwill @Zekarias Haile @James Turner @Daniel Schussler can you guys share your cell phone number? Please shoot me a text so I have them

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-03 19:45:29

*Thread Reply:*

πŸ‘ Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-10-03 19:51:17

*Thread Reply:* Sent the text as well

πŸ‘ Nicholas McFadden
Dwight Thomas (dwight@shield-legal.com)
2024-11-11 12:13:32

*Thread Reply:*

James Turner (jturner@shield-legal.com)
2024-10-03 21:50:58

Well dang- I'm gonna fact check myself a few times on this because I don't want to bring fire down on someone undue but as of now- I do not envy agent 354

James Turner (jturner@shield-legal.com)
2024-10-03 21:51:03
James Turner (jturner@shield-legal.com)
2024-10-03 22:02:40

Stepping away for dinner but I'm making significant movement on this

James Turner (jturner@shield-legal.com)
2024-10-03 22:44:52

Dropping these here for reference later - no attention required now.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 22:56:18

@Nicholas McFadden do you know when would the lead have the status of "opt out" ?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 01:28:10

*Thread Reply:* @Daniel Schussler should only be when the lead says they don’t want to continue. If it was creating leads in that status I think we would see a larger percentage of the leads in an opt out status .

Daniel Schussler (dschussler@shield-legal.com)
2024-10-03 22:56:23

possibly on creation?

James Turner (jturner@shield-legal.com)
2024-10-03 23:31:27

Putting a hold on this tonight, with the plan to find the correlation between amount of questions and the opt out rate..

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:49:30

*Thread Reply:* I like the created date line graphs but if you can do a layered one with all statuses as one line, opt outs as one line and non-opt out statuses as one other line that would be good to see if there was spike in volume not attributed to seasonality. If you can't have it as one graph just make 3 separate for each to review

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 01:51:58

Cam is going to want to know if there are any trends in intake, vss/csp, or PD agents. They are going to want to target them for retraining if that is the case. If assignee/owner didn't tell us who the agent was then think of other ways to get this info. Just don't look at this in a vacuum of stats. What does it mean in the context of the business? What can we do to improve not only the reporting but this situation?

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ James Turner
Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 10:33:21
Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 10:33:44

for further reference later

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:02:02

Did you get this from the Law Ruler report? Make sure that this was the actual agent who made or reviewed the lead. Are they still an employee?

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:05:18

Yeah James, Zek, and I are working on the report and within some of the data , we saw that leads were 7x more likely to opt out with this agent. Though that info seems missleading as their volume is smaller. could be just random.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:07:20

But i just found this through slack

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:07:35

and they do seem to be active, or at least at the point of the screenshot

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:19:05

*Thread Reply:* Make sure that the assignee/owner was the actual agent that made the lead. Could not be the same

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:24:33

*Thread Reply:* ok

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:25:33

*Thread Reply:* It does look like usually the "system" creates the lead. or at least that's how law ruler puts it.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:25:52

*Thread Reply:* I'm double check multiple leads to confirm

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:47:13

*Thread Reply:* According to Sunnie, it is usually the system that does create the leads automatically after they contact us via phone, email, etc. However they can be created by agents, if the leads get referred on a call, though it is less common.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:47:50

*Thread Reply:* I've been sampling the activity log for 10+ leads, and so far I have yet to see one that hasn't been created by the system. \

Daniel Schussler (dschussler@shield-legal.com)
2024-10-04 11:59:36

*Thread Reply:* "yes, most of the time it's the PNC submitting their inquiry or calling the number in the tv ad and the instance that the agent has to make it"

James Turner (jturner@shield-legal.com)
2024-10-04 11:08:56
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:43:48

*Thread Reply:* Be careful on looking at one data point and what the data is telling you. Yes CPAP has the most opt outs but it is one of the lowest as a percentage of total leads and compared to conversions is a mid-level offender. CPAP all in all isn't the worst despite having nominally the most.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:16:50

@here Wagstaff can't start the NEC campaign until we can successfully post. Everyone is now waiting on us and they want to start next week. If we can't get this figured out we be responsible for manually sending everything. I am going to have @Daniel Schussler be the point of contact with Hillel at Wagstaff but I need @Ahsan @Dwight Thomas @Dustin Surwill to step in and figure this out with Hillel. I was able to make a successful decline post and we now know there is a 150 character limit on the decline reasoning.

James Turner (jturner@shield-legal.com)
2024-10-04 11:18:16

Zek is pulling number of intake questions on each one- We spoke to Sunny about getting more info about who touches each lead and when they are changed to opt out, and heard back that unless it's filled it would have to be manually pulled from lawruler activity log per lead.. I also spoke to Jennifer Rose (new intake sup, we bonded during onboarding together) and she isn't sure of a way either but is checking with someone currently. Going about other methods now-

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 11:39:29

*Thread Reply:* I would narrow it down to NEC and Hair Relaxer campaigns. I am not sure of an easy way to figure this out besides going through the activity log. I have reached out to let Tony and Alan know that you guys are working on this and if they have a way or if not offer man power to split up going through the activity log. Work with the other teams and see what you guys can put together. Send me whatever you have by 10 but keep working with the other teams.

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-04 12:00:43

Publishing report to get to you now-

James Turner (jturner@shield-legal.com)
2024-10-04 12:07:39

Got the report ready to share with you- You may need to log into my account to view it- can we do a quick call so I can walk you through it?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:22:01

@here speaking with Tony and Alan they are going to have people listen to the voicemails and make phone calls if necessary so we can hold off on the opt out project for now

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-04 12:25:11

In the report we set up a way to filter opt outs by both agent and type of case- that may be beneficial to identifying what should be listened to

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:25:13

@here however if you guys saw the message by Cam in the integrations channel there are flows that are failing to send documents. We need to do a deep dive on which ones are having issues. Then I need yall making the mappings for each so that @Dustin Surwill can send them via GCP

πŸ‘ James Turner, Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2024-10-04 12:26:00

*Thread Reply:* Already on this

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:26:44

Also, I need you all watching out for errors and catching these things before they balloon into issues with Cam and the clients

πŸ‘ James Turner, Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:49:55

Doug from ACTS is saying that this case did not post into smart advocate

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:50:13
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:50:19

Got this from Tony

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 12:51:45

@here We need to figure out not only which flows are being affected but which leads had issues because we will need to resend all of those. Start making a list of what was affected

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 13:11:54

@here can everyone make sure moving forward to give a thumbs up, check mark, eyes, or some notification that yall have seen messages. Especially if I’m out so I know we are on the same page.

πŸ‘ James Turner, Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘:skin_tone_4: Ahsan
James Turner (jturner@shield-legal.com)
2024-10-04 13:14:21

Ashan is getting all the cases we need to fix ready, Dustin is running me through the process details of the fix that we worked out togethjer, I will run @Zekarias Haile and @Daniel Schussler through the cases like a conveyer belt to allow dustin to focus on deployment

πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 13:17:03

*Thread Reply:* Ok great good job getting organized. Keep me updated.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 13:23:47

*Thread Reply:* Make sure to get a list of which specific leads were affected too.

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-04 13:24:39

*Thread Reply:* That would be the prod leads that failed in the #admintipqaerrorlog_test channel?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-04 13:26:47

*Thread Reply:* That should be where we can get them from. However if there was an issue with the flow maybe the error didn’t make it to slack. Otherwise it’s logs from MPA.

πŸ‘ Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2024-10-04 17:18:16

Updates 10/4/24: PFAS Water Contamination - Baypoint - ELG: β€’ We get are able to push docs, waiting on Meghan's review of the last test push. Last contact email sent to Mia was 10/4, waiting on Mia for review. β€’ ETA 10/04 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie provided feedback, making changes to payload and resubmitted a new test with docs. β€’ Stephanie will move us to a production endpoint upon approval of the last lead. β€’ Building Integrations with GCA. β€’ ETA 10/07 for GCA or ~MPA.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ New Test lead pushed today, awaiting Ashley's QA β€’ Lead ID sent β€’ Completion 10/11 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Converting to GCA, testing likely Monday β€’ My have some manual leads sends while testing Monday β€’ 10/7 Paraquat - AWD - Wagstaff β€’ Hilal confirmed their is a filed character limit on the 809 field. Trying an shorten the 809 field to meet character limitations β€’ ETA 10/8

James Turner (jturner@shield-legal.com)
2024-10-04 17:37:11
James Turner (jturner@shield-legal.com)
2024-10-07 10:45:52

*Thread Reply:*

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-07 11:01:35

*Thread Reply:*

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-07 11:47:56

@here I am going to be remote today but I will be in tomorrow. Let's try to convert as many as possible to GCP this week

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill, Zekarias Haile
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-07 12:04:47

Starting with those that are affected by the MPA issues. Determine how long it is taking you to complete one of these conversions. I want to be able to start projecting how long it is going to take us to get through all of the conversions. Make sure we do a round of follow up communication with the client. We are starting to fall behind on that front.

πŸ‘ James Turner, Zekarias Haile, Dustin Surwill
πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘:skin_tone_4: Ahsan
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-07 12:05:37

API meeting with Cam moved to Thursday

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-07 12:12:08

However I would like: a thorough deep dive of where we are at with current integrations, how long it is taking to complete each conversion, amount of conversions to do, how many gmail connected flows are left, how many new integrations do we have that are not started (are they on the Monday board?), and make sure Monday board is up to date

πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Ahsan (ahsan@shield-legal.com)
2024-10-07 12:16:06

*Thread Reply:* Updating Monday board for a campaigns conversion platform, MPA GMail, MPA Out, GCP etc

πŸ™ James Turner, Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-07 12:21:30

*Thread Reply:* @here let’s talk it out with the group but you guys are free to suggest things that you think will improve or be helpful

James Turner (jturner@shield-legal.com)
2024-10-07 12:50:22

*Thread Reply:* Do we do any kind of a scheduled scrum or anything?

Something that Dustin and I talked about was setting up a ownership/project tracker in Monday to make sure things don't fall through the cracks as we scale but we haven't started on anything. An idea I had was to revamp the Tasks board as a tasks/ownership board and keep the API integrations board for the standard api integrations

Amazon Web Services, Inc.
Ahsan (ahsan@shield-legal.com)
2024-10-08 21:49:12

*Thread Reply:* @James Turner

James Turner (jturner@shield-legal.com)
2024-10-07 14:17:36

Tagged most of you on the email to Ralecia- Looks like there was an issue with her original email she sent me so you may get bcced on 1 or 2 additional as I adjust.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-07 16:54:44

Added to the Campaign API Custom Field Report List: Choate Rosemary Hall Sex Abuse - Dicello - Flatirons - Shield Legal Firefighting Foam - Nations - Van - Shield Legal Firefighting Foam - Nations - Van/Levinson - Shield Legal St George School Sex Abuse - Dicello - Flatirons - Shield Legal St Paul School Sex Abuse - Dicello - Flatirons - Shield Legal (edited)

Ahsan (ahsan@shield-legal.com)
2024-10-07 17:47:45

Updates 10/7/24: PFAS Water Contamination - Baypoint - ELG: β€’ Waiting on Meghan's review of the last test push. β€’ GCA Built β€’ ETA 10/08 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie provided feedback, making changes to payload and resubmitted a new test with docs. β€’ Stephanie will move us to a production endpoint upon approval of the last lead. β€’ Building Integrations with GCA., not built yet, waiting on QA β€’ ETA 10/09 for GCA~.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Awaiting Ashley's QA β€’ Lead ID sent β€’ GCA built β€’ Completion 10/11 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Converted to GCA β€’ Test sent today, waiting on Hilal for Sign/ Decline and Re-Triggered β€’ 10/9 Paraquat - AWD - Wagstaff β€’ Hilal confirmed their is a filed character limit on the 809 field. Trying an shorten the 809 field to meet character limitations β€’ MPA GMail β€’ Converting to GCA β€’ ETA 10/9

James Turner (jturner@shield-legal.com)
2024-10-08 10:40:48

Hey all' That crummy runny nose and sneezing yesterday turned into a nasty cough overnight. It shouldn't impact my ability to get things done, but because I don't want to get everyone else sick, I will be away from office today. (Approved by Dustin)

We have that meeting at 9 to go over process and Dustin is going to make that a video meeting, but beyond that please keep me updated with the going-ons and how I can help!

πŸ‘ Zekarias Haile
Daniel Schussler (dschussler@shield-legal.com)
2024-10-08 10:42:34

*Thread Reply:* speedy recovery!

James Turner (jturner@shield-legal.com)
2024-10-08 11:03:14

Hopped on the call- lemme know when yall are ready to go~

Daniel Schussler (dschussler@shield-legal.com)
2024-10-08 11:06:08

*Thread Reply:* getting things set up

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-08 11:22:01
Ahsan (ahsan@shield-legal.com)
2024-10-08 15:13:53

*Thread Reply:* @James Turner @Daniel Schussler @Zekarias Haile I added another column for status queue to resend. I am auditing the report now. I built the secondary interview report as well which I will chuck on to a new tab. There is only 950ish 2nd interviews we have to tie together

@Dustin Surwill

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-08 11:32:16

No SA ID

James Turner (jturner@shield-legal.com)
2024-10-08 12:04:46

Noticed a pattern that might be helpful..

James Turner (jturner@shield-legal.com)
2024-10-08 12:05:16

Falling numbers

James Turner (jturner@shield-legal.com)
2024-10-08 12:16:36
Daniel Schussler (dschussler@shield-legal.com)
2024-10-08 13:02:58

@James Turner im convinced thats not a real personj

James Turner (jturner@shield-legal.com)
2024-10-08 13:05:02

It's not our place to judge, and we have special teams for verification of info but yeah.. odd

Ahsan (ahsan@shield-legal.com)
2024-10-08 14:15:36

*Thread Reply:* I am judging

James Turner (jturner@shield-legal.com)
2024-10-08 13:34:36

Looks like we wrapped up the VGA stuff- I'm double checking through the no-names to check accuracy

Daniel Schussler (dschussler@shield-legal.com)
2024-10-08 13:38:38

The call agents swear its a real person and looking for the recording

James Turner (jturner@shield-legal.com)
2024-10-08 13:39:23

Looking to gain a better understanding:

While looking over the VGA re-triggered report I noticed that the 'No Name Found' reports seem to come in blocks, and we do not any slack notification as to if they are successful or if they fail- does this mean that leads were lost in transit somewhere, that it was a bounce back error, something else or a combo??

James Turner (jturner@shield-legal.com)
2024-10-08 13:39:59

Because they come in blocks, I would believe it's data packets lost in transit but that seems odd if all of this is sent over TCP

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-08 13:40:28

it most likely means that MPA never triggered that lead. could be gmail quotas or lawruler bug

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-08 13:41:47

And for the block of [name found] & [no SA ID], & the status saying starting.. Is that like an initializing failure?

James Turner (jturner@shield-legal.com)
2024-10-08 13:45:22

Also- I was doing a bit of digging on how to see if data transfers over API are successful and I saw the 200 codes you were talking about.. for these ones where the json was going through, but the documents were not- were we still getting 200s back?

James Turner (jturner@shield-legal.com)
2024-10-08 15:20:19

For the ones that need to be re-mapped, do we have our intake questions and the field name we are matching to?

James Turner (jturner@shield-legal.com)
2024-10-08 16:14:24

@Dustin Surwill @Nicholas McFadden @Ahsan Check this out:

I made some big tweaks to my attempt to make a semi-automatic mapping tool..

Rather than using a Token Sorting Ratio to score it, I used an open source language model that reads the value as a whole sentence and uses the context of the rest of the document to find not just the best match letter for letter for mapping, but actually attempts to determine the meaning between the two lists!

A good example is Line 10- despite a different sentence structure, different verbage, and even acronyms being a part of it, it was able to identify that

Were you sexually abused by a PO/CO or Facility Staff? (MUST BE YES) and Were you sexually abused by an officer, guard, or warden while at this Juvenile Hall? (MUST BE YES)

belongs together!

-- All you gotta do, is copy paste the intake questions and questions we are mapping to.. and it does the hard part for us, so we just need to run through, fact check it, and associate the C-ID to the question. (In theory, I could add that on but wanted to make sure it worked first)

πŸ‘ Zekarias Haile
Ahsan (ahsan@shield-legal.com)
2024-10-08 16:19:51

*Thread Reply:* Interesting, maybe you can show me this tomorrow if you are well enough to come in to the office

James Turner (jturner@shield-legal.com)
2024-10-08 16:21:29

*Thread Reply:* It's not perfect, but it isn't meant to be a full solution. If there isn't a decent context driven match in the 2nt list, it will provide it's best guess.. but it's not meant to be fully automatic, just help a lot.

James Turner (jturner@shield-legal.com)
2024-10-08 17:51:21

Meeting notes - 10/8/24 3pm

"We need to get everything off of MPA - and get us mapping, and after that we can start working with python and other projects" "There is things we all need to be doing right now, there should not be idle time"

Primary Points: 1. Get all of the Mapping done for what is on MPA FIRST a. Where does the google sheet /Monday board exist for everything that needs to be mapped and it's current status?

2. Get secondary mapping done
3. Learn python
Ahsan (ahsan@shield-legal.com)
2024-10-08 17:58:37

```Updates 10/7/24:

`PFAS Water Contamination - Baypoint - ELG:`
β€’ Waiting on Meghan's review of the last test push. 
β€’ GCA Built
β€’ ETA 10/08
`Bard PowerPort - Bay Point - Simmons:`
β€’ Stephanie provided feedback, making changes to payload and resubmitted a new test with docs.
β€’ Stephanie will move us to a production endpoint upon approval of the last lead.
β€’ Building Integrations with GCA., not built yet, waiting on QA
β€’ ETA 10/09 for GCA~.~
`Gaming Addiction - Meadow Law/Levinson/TC (TIP):`
β€’ Awaiting Ashley's QA
β€’ Lead ID sent
β€’ VGA leads auditing to determine doc failure issue
β€’ GCA built
β€’ Completion 10/11
```Wagtsaff:

NEC Baby Formula - AWD - Wagstaff: β€’ Converted to GCA β€’ Test sent today, waiting on Hilal for Sign/ Decline and Re-Triggered β€’ 10/9 Paraquat - AWD - Wagstaff β€’ Hilal confirmed their is a filed character limit on the 809 field. Trying an shorten the 809 field to meet character limitations β€’ MPA GMail β€’ Converting to GCA β€’ ETA 10/9

James Turner (jturner@shield-legal.com)
2024-10-08 18:04:42
James Turner (jturner@shield-legal.com)
2024-10-08 18:05:44

Threw that together for a simplified rundown of the process-

James Turner (jturner@shield-legal.com)
2024-10-08 18:08:42

For all the stuff under "on board" , on the integrations API Monday board we did those mappings, and attached them via comments- but where do we see the rest of if something is on MPA, and if the mapping exists already?

James Turner (jturner@shield-legal.com)
2024-10-08 18:25:13

@Ahsan Where does the list of what still lives on MPA and needs mapping exist? Apologies if you said so already, I had a little trouble hearing you earlier.

I want to ensure we are working on the right thing- When I asked Dustin he said to check Monday and "map anything that is for an integration" but Monday only has 2 campaigns that currently list MPA as the automation process, and only 1 campaign where the current stage is actually mapping..

James Turner (jturner@shield-legal.com)
2024-10-08 18:28:58

I'm gonna head to quickcare- please text me if we have any updates

James Turner (jturner@shield-legal.com)
2024-10-09 10:37:43

Good morning everyone- Currently attempting to resolve the mapping on CA Juv Hall Abuse - ACTS - DL - Flatirons

James Turner (jturner@shield-legal.com)
2024-10-09 11:44:03

Are Acts and DL generally associated?

context: I built what I /think/ is a good mapping but I want to test it against a report. I am setting up an "apicajuvhallabuseactsdlflatironsshieldlegal" report template in lawruler so I can ensure the questions match from the updated api doc I found on monday, and want to determine if dlflatirons would be a good pick to start, or if I should go through the acts cases that don't associate DL and Flatirons =^)

Ahsan (ahsan@shield-legal.com)
2024-10-09 11:53:35

*Thread Reply:* Not really, usually they are separate as they are bigger firms

James Turner (jturner@shield-legal.com)
2024-10-09 11:55:52

*Thread Reply:* Good to know- I did a bit of digging and found a field I didn't realize we had. According to Monday, it /should/ be the same campaign name. I'll do some testing and report back

Ahsan (ahsan@shield-legal.com)
2024-10-09 11:46:35

Integrations Drive

<https://drive.google.com/drive/folders/0ALwRcDuXZVXnUk9PVA>

❀️ James Turner
Ahsan (ahsan@shield-legal.com)
2024-10-09 12:04:32

*Thread Reply:* @James Turner I am dumping the extracted flows in to the campaign folder, Once mapped dump that folder into past or current, so this way you will have a working directory of what needs to be mapped

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-09 13:06:40

Mapping for cajuvhallabuseactsdlflatironsshield (Also known as cajuvhalldlflatironsshield) has been uploaded,

Status: Json Mapping done, Not tested via integration.

https://drive.google.com/file/d/1NaiyLY7g1ronaKkQnMuZ392K38rBZmfe/view?usp=drive_link

Ahsan (ahsan@shield-legal.com)
2024-10-09 13:09:52

Mapped Campaigns. For all mapped campaigns just reply to this thread to keep the main channel clean so keep the mappings in a singular thread @James Turner @Daniel Schussler @Zekarias Haile

James Turner (jturner@shield-legal.com)
2024-10-09 13:15:31

*Thread Reply:* Mapping for cajuvhallabuseactsdlflatironsshield (AKA cajuvhalldlflatironsshield) has been uploaded,

Status: Json Mapping done, Not tested via integration.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 13:27:00

*Thread Reply:* currently finishing up CA Juvenile Hall Abuse - Miller - DK Law - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 13:33:09

*Thread Reply:* I have created a folder in Integrations/campaigns/ for our finished intake folders "Finished Maps"

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 13:33:22

*Thread Reply:* we can drop them in there

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 13:34:33

*Thread Reply:* cajuvenilehallabusemillermattar _shieldlegal- mapping done

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 13:36:18

*Thread Reply:* Starting cajuvenilehallabusemiller_goldenfarb

James Turner (jturner@shield-legal.com)
2024-10-09 13:38:11

*Thread Reply:* Made a doc on How to pull mappings off of MPA: https://docs.google.com/document/d/1cZ3CMI3beD4BLT_U4EtCUGzAX4lTC6rRdKF8NWfa9Pc/edit?usp=sharing

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 13:39:53

*Thread Reply:* starting bardpowerportbaypointsimmonsshieldlegal_salesforce

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 13:59:58

*Thread Reply:* finished CA Juvenile Hall Abuse - Miller - Goldenfarb - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 14:12:27

*Thread Reply:* Starting CA Juvenile Hall Abuse - miller - goldwater

James Turner (jturner@shield-legal.com)
2024-10-09 14:12:53

*Thread Reply:* On Prod-Chowchilla-Van-LongFormInterview-VAN-ShieldLegal(SmartAdvocate)

James Turner (jturner@shield-legal.com)
2024-10-09 14:27:11

*Thread Reply:* Hitting little roadblocks here and there, gonna head to lunch soon'

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 14:29:05

*Thread Reply:* for sure. If theres anything that i might be able to help with , feel free to call

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 14:29:27

*Thread Reply:* finished CA Juvenile Hall Abuse - miller - goldwater

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 14:36:58

*Thread Reply:* Starting CA juvenile hall abuse - miller onder

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 14:57:35

*Thread Reply:* starting CA Juvenile Hall Abuse - Miller- Woods - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 14:59:43

*Thread Reply:* Finished miller - onder

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 15:24:42

*Thread Reply:* Starting CA juvenile Hall Abuse - Miller - Nielsen

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 15:31:08

*Thread Reply:* CA Juvenile Hall Abuse - Miller- Woods - Shield Legal - Done

James Turner (jturner@shield-legal.com)
2024-10-09 15:34:16

*Thread Reply:* This is the definition.json pull, for prod-chow-van-longform would this need to go down for manual re-mapping?

James Turner (jturner@shield-legal.com)
2024-10-09 15:34:26

*Thread Reply:*

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 15:37:21

*Thread Reply:* most of this looks like default customs that can replace it

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 15:38:18

*Thread Reply:* but the rest of this yeah, you'll have to go on their form/api to cross reference

Ahsan (ahsan@shield-legal.com)
2024-10-09 15:38:43

*Thread Reply:* @James Turner for the chowchilla van law, this campaign is complete. You can pull the mappings from the LR automation but this shouldnt be apriority as the prod mpa flow is off.

πŸ‘ James Turner
Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 15:38:51

*Thread Reply:* CA juvenile hall abuse miller nielsen is done

Ahsan (ahsan@shield-legal.com)
2024-10-09 15:42:11

*Thread Reply:* Also Dwight is currently ooo, any questions you have send to me or dustin til dwight gets back in, no eta for that though

James Turner (jturner@shield-legal.com)
2024-10-09 15:45:53

*Thread Reply:* Sounds like it would be best to set it to the side and note the issue for now- focus prio on the ones where mpa flow is still active.

Is there a best way for us to ID if a mpa flow is active without MPA access?

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 15:45:54

*Thread Reply:* starting CA juvenile hall abuse miller van

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 15:46:19

*Thread Reply:* Dustin says open close tracker

πŸ‘ James Turner
James Turner (jturner@shield-legal.com)
2024-10-09 15:48:15

*Thread Reply:* To prevent issues where we might be working on the same thing, lets put our names on the MPA flow list for the campaign once we grab a zip

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 15:52:39

*Thread Reply:* wrking on Outlook - Insurance Bad Faith - ACTS - SIL - ACTS (SmartAdvocate)

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 16:02:34

*Thread Reply:* Starting MD juv hall bailey glasser van

James Turner (jturner@shield-legal.com)
2024-10-09 16:03:01

*Thread Reply:* Starting Chowchilla - Acts - Levinston - TC

Ahsan (ahsan@shield-legal.com)
2024-10-09 16:05:57

*Thread Reply:* prod vs dev(column H) means if the flow was in a state of production or dev. Implying mapping may be off for dev, prod should have good mappings. Still double check the mappings but prod flows should be good

James Turner (jturner@shield-legal.com)
2024-10-09 16:14:38

*Thread Reply:* Chowchilla Acts - Levinston -TC seems to have the same issue with the outputs and then just numbering of the questions, no actual c-id or d-id in the map.

I might be able to work around it once I find what It's referencing- if I do I'll post the fix here since there will likely be more.

Ahsan (ahsan@shield-legal.com)
2024-10-09 16:21:04

*Thread Reply:* For those ones, that is using the parsing from the email body. Grab the LR automation and it should be a 1:1 mapping

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 16:21:24

*Thread Reply:* wrking on Outlook - Insurance Bad Faith - ACTS - SIL - ACTS (SmartAdvocate) - this had already GCP webhook done

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 16:25:27

*Thread Reply:* working on Birth Injury - ACTS - ACTS - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 16:40:32

*Thread Reply:* nvm MD juv hall is messed up

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 16:40:39

*Thread Reply:* Im doing onstruciton defect

James Turner (jturner@shield-legal.com)
2024-10-09 16:41:47

*Thread Reply:* Chowchilla-Acts-Levinston-TC uploaded

Remade the mapping from scratch with the api doc + the usual header stuff

James Turner (jturner@shield-legal.com)
2024-10-09 16:42:07

*Thread Reply:* Should be tested before we guarantee functionality

James Turner (jturner@shield-legal.com)
2024-10-09 16:43:10

*Thread Reply:* Starting Firefighting foam miller mattar elg shield

James Turner (jturner@shield-legal.com)
2024-10-09 17:29:10

*Thread Reply:* Running into some roadblocks on this one as well - Looks like this one is even missing maps entirely, which is odd because this is what was pulled from the definition.json

James Turner (jturner@shield-legal.com)
2024-10-09 17:29:14

*Thread Reply:*

Ahsan (ahsan@shield-legal.com)
2024-10-09 17:29:48

*Thread Reply:* which campaign is that one?

James Turner (jturner@shield-legal.com)
2024-10-09 17:30:11

*Thread Reply:* FireFoam-MillerMattarELG

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 17:37:02

*Thread Reply:* construction defect finished

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 17:38:08

*Thread Reply:* Jumping on Personal injury

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 17:49:23

*Thread Reply:* Insurance Bad Faith - ACTS - SIL - ACTS (SmartAdvocate)- Done

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 17:50:32

*Thread Reply:* Working on- Personal Injury - ACTS - SIL - ACTS - Shield Legal

James Turner (jturner@shield-legal.com)
2024-10-09 17:51:05

*Thread Reply:* Still fighting away on that firefoam miller mattar campaign - the definition.json file is missing sections, and both reports and intake don't know of any intake or API forms that might still exist for it.

I saw it was rated as prio 1, is this something we are going to be re-opening soon??

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 18:03:38

*Thread Reply:* i think that means its just active and the anything in "priority 1" are the ones we should map first

James Turner (jturner@shield-legal.com)
2024-10-09 18:05:01

*Thread Reply:* Asked around to other teams and nobody has been able to locate the forms for it, but it looks like the definition.json file has all the client field side, and it's only our side that's missing so in theory we should be able to pull from lawruler and manually match it-

James Turner (jturner@shield-legal.com)
2024-10-09 18:05:12

*Thread Reply:* Let me know if anyone sees any other cases like this

Ahsan (ahsan@shield-legal.com)
2024-10-09 18:05:40

*Thread Reply:* Priority 1 is for active or temporarily suspended. Temp suspend is also priority because if those turn back on we need to have the gcp ready since the map would be off

πŸ‘ James Turner
Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 18:10:12

*Thread Reply:* Working on Medical Malpractice - ACTS - SIL - ACTS - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2024-10-09 18:10:25

*Thread Reply:* personal injury finished

James Turner (jturner@shield-legal.com)
2024-10-09 18:24:13

*Thread Reply:* Nope- theres only like 50 keys on the definition and over 100 on our intake. @Dwight Thomas any chance you've come across this before? the FireFoam-MillerMattarELG

Ahsan (ahsan@shield-legal.com)
2024-10-09 18:26:12

*Thread Reply:* Send me the case type. I can check the mpa. These were production flows so whatever mpa was sending should be correct even if it is a bit odd.

Zekarias Haile (zhaile@shield-legal.com)
2024-10-09 18:42:11

*Thread Reply:* Medical Malpractice- done

James Turner (jturner@shield-legal.com)
2024-10-09 18:45:04

*Thread Reply:* Firefighting Foam - Miller Mattar - ELG - Shield Legal

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 10:32:19

*Thread Reply:* NEC - Keller PostmanFlowOctober2022

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 10:35:43

*Thread Reply:* Starting Chowchilla - Miller - Talabi

James Turner (jturner@shield-legal.com)
2024-10-10 10:35:54

*Thread Reply:* Good morning all'

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 10:36:31

*Thread Reply:* morning james, how are you feeling today ?

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 10:36:50

*Thread Reply:* Good morning James

James Turner (jturner@shield-legal.com)
2024-10-10 10:40:52

*Thread Reply:* Symptoms are still there but getting better and I should be getting some tests back today so I'm looking forward to that~

πŸ‘ Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘:skin_tone_4: Ahsan
James Turner (jturner@shield-legal.com)
2024-10-10 10:45:20

*Thread Reply:* Awaiting a lookover from the MPA side for the FF-Miller Mattar - ELG, gonna get started on CA Juvenile Hall Abuse - Miller - Onder - Shield Legal

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 11:00:57

*Thread Reply:* working on OUTLOOK - Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal. As NEC- Keller doesn't have formed questions

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 11:08:52

*Thread Reply:* nvm I'm doing juvenile hall detention miller talabi

Ahsan (ahsan@shield-legal.com)
2024-10-10 11:20:24

*Thread Reply:* Chowchilla Prison Abuse - Miller / Talabi loaded in folder

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 11:51:47

*Thread Reply:* Juv hall detention - miller - talabi completed

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 12:00:10

*Thread Reply:* going to start Chowchilla prison abuse miller talabi now

James Turner (jturner@shield-legal.com)
2024-10-10 12:13:29

*Thread Reply:* Any recommendations on an alternative method to locate the integration key if it might not be labeled integration key in the definition file?

James Turner (jturner@shield-legal.com)
2024-10-10 12:13:35

*Thread Reply:*

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 12:14:39

*Thread Reply:* try "url" or "api" sometimes they work

πŸ‘ James Turner
Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 12:22:42

*Thread Reply:* @James Turner dustin said if there is no integration key, you will want to delete lines 14-17

πŸ™ James Turner
James Turner (jturner@shield-legal.com)
2024-10-10 12:23:04

*Thread Reply:* Thanks lads

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 12:23:27

*Thread Reply:* chowchilla - miller - talabi done

James Turner (jturner@shield-legal.com)
2024-10-10 12:24:48

*Thread Reply:* CA Juvenile Hall Abuse - Miller - Onder - Shield Legal has been uploaded as 1975

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 12:25:11

*Thread Reply:* Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal- done

James Turner (jturner@shield-legal.com)
2024-10-10 12:27:54

*Thread Reply:* Picking back up on Firefighting foam - miller mattar

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 12:36:57

*Thread Reply:* Working on Firefighting Foam - Miller Carson/Aaron - ELG - Shield Legal

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 12:41:29

*Thread Reply:* ill start firefighting foam miller talabi

James Turner (jturner@shield-legal.com)
2024-10-10 12:49:06

*Thread Reply:* Firefighting foam - miller matter has been uploaded

James Turner (jturner@shield-legal.com)
2024-10-10 12:51:21

*Thread Reply:* @Ahsan Looks like we got everything (currently) labeled as Prio 1 done

πŸ‘:skin_tone_4: Ahsan
Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 12:56:30

*Thread Reply:* i think i need the gif extension or something

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 13:06:26

*Thread Reply:* Firefighting Foam - Miller Carson/Aaron - ELG - Shield Legal - Done

James Turner (jturner@shield-legal.com)
2024-10-10 13:17:31

*Thread Reply:* Starting MD Juv Hall Abuse - Bailey Glasser - Van - Shield Legal

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 13:19:13

*Thread Reply:* Working on CA Juv Hall Abuse - ACTS - FYF - Shield Legal (SmartAdvocate)

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 13:22:00

*Thread Reply:* Firefighting foam - miller - talabi done

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 13:26:35

*Thread Reply:* CA Juv Hall Abuse - ACTS - FYF - Shield Legal (SmartAdvocate)- nvm as this has GCP done already

Ahsan (ahsan@shield-legal.com)
2024-10-10 13:29:26

*Thread Reply:* @James Turner CA Juv Hall Abuse - ACTS - DL - Flatirons - Shield Legal can you provide dustin the mappings. This mpa flow has decided to start failing this morning

James Turner (jturner@shield-legal.com)
2024-10-10 13:30:06

*Thread Reply:* Sure thing- lemme see..

πŸ‘:skin_tone_4: Ahsan
James Turner (jturner@shield-legal.com)
2024-10-10 13:32:03

*Thread Reply:* Gonna send this over to dustin as well

James Turner (jturner@shield-legal.com)
2024-10-10 13:38:10

*Thread Reply:* Daniel noticed that we both did the VA JUVenile Hall abuse Miller Onder case, but he did denied- I did the "normal"

James Turner (jturner@shield-legal.com)
2024-10-10 13:38:15

*Thread Reply:* and they have the same intake ID

James Turner (jturner@shield-legal.com)
2024-10-10 13:39:36

*Thread Reply:* Well denied specifically doesn't list it on here - @Ahsan what should we do to ensure these are differentiated?

Ahsan (ahsan@shield-legal.com)
2024-10-10 13:42:53

*Thread Reply:* We dont need to differentiate it. Delte the one without decline in the title as we can handle that in the code since the payload should be the same. Just make sure if deleting a row the case type #, creation date, prod live and stuff are listed for the decline.

This will clean up the sheet at the same time

James Turner (jturner@shield-legal.com)
2024-10-10 14:02:42

*Thread Reply:* MD Juv Hall Abuse - Bailey Glasser - Van - Shield Legal has been uploaded - 436

James Turner (jturner@shield-legal.com)
2024-10-10 15:36:57

*Thread Reply:* Hey @Ahsan- I see there are quite a bit of things on the MPA flow list without Priority. What is the method you are using to get prio? If you teach me, I would be happy to fill more out

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 15:39:34

*Thread Reply:* most if not all of those haven't been exported yet

Daniel Schussler (dschussler@shield-legal.com)
2024-10-10 15:45:11

*Thread Reply:* Im starting asbestos - bg - levinson

James Turner (jturner@shield-legal.com)
2024-10-10 15:51:30

*Thread Reply:* Starting - MD Juv Hall Abuse - Bailey Glasser / Levinson

Ahsan (ahsan@shield-legal.com)
2024-10-10 15:51:32

*Thread Reply:* @James Turner the way I am doing priority are campaigns that are active, suspended due to media spend.

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 15:52:19

*Thread Reply:* Working on- Chowchilla - Van - Long Form Interview - VAN - Shield Legal

Ahsan (ahsan@shield-legal.com)
2024-10-10 15:52:33

*Thread Reply:* campaigns that are done and unlikely to turn on are marked as lower priority. These can turn on at anytime again but that is more on Sales/Andy/Cam so not really in the loop for us or in our control

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 16:00:03

*Thread Reply:* Working on Chowchilla - ACTS - DL - Flatirons - Shield Legal as Chowchilla-Van is not exported

πŸ‘:skin_tone_5: Dwight Thomas
James Turner (jturner@shield-legal.com)
2024-10-10 16:01:16

*Thread Reply:* @Ahsan Looking for confirmation before I continue with this -

On MD Juv Hall Abuse - Bailey Glasser / Levinson -

the only mpa export I am seeing is:

PROD-MDJuvHallAbuseBaileyGlasserLevinson(LeadDocket)_20241009165710

I haven't seen LeadDocket previously, would this be the appropriate MPA export?

Ahsan (ahsan@shield-legal.com)
2024-10-10 16:04:43

*Thread Reply:* double checking

Ahsan (ahsan@shield-legal.com)
2024-10-10 16:06:19

*Thread Reply:* Yes correct flow, casetype is MD Juv Hall Abuse - Bailey Glasser - Levinson - Shield Legal

πŸ‘ James Turner
Ahsan (ahsan@shield-legal.com)
2024-10-10 16:06:34

*Thread Reply:* this is the payload

{ "First": @{items('Post_Lead_to_Advertiser')['First Name']}, "Last": @{items('Post_Lead_to_Advertiser')['Last Name']}, "Phone": @{items('Post_Lead_to_Advertiser')['Cell Phone']}, "Email": @{items('Post_Lead_to_Advertiser')['Primary Email']}, "Are_you_currently_represented_by_an_attorney_for_this_matter": @{outputs('Email_Rows')[2]}, "MDJHSA_-_Have_you_spoken_to_another_attorney_about_this_matter": @{outputs('Email_Rows')[3]}, "MDJHSA_-_Have_you_signed_any_documents_with_another_law_firm_about_this_matter": @{outputs('Email_Rows')[4]}, "MDJHSA_-_Which_Juvenile_Hall_were_you_incarcerated_in": @{outputs('Email_Rows')[5]}, "MDJHSA_-_If_other,_what_was_the_name_of_the_facility": @{outputs('Email_Rows')[6]}, "MDJHSA_-_Were_you_sexually_abused_by_an_officer,_guard,_or_warden_while_at_this_Juvenile_Hall": @{outputs('Email_Rows')[7]}, "MDJHSA_-_What_is_the_name_of_the_abuser": @{outputs('Email_Rows')[8]}, "MDJHSA_-_Did_you_file_a_report_or_grievance_at_the_time_of_the_abuse": @{outputs('Email_Rows')[9]}, "MDJHSA_-_If_you_filed_a_report,_where_did_you_file_this_report": @{outputs('Email_Rows')[10]}, "MDJHSA_-_What_is_your_date_of_birth": @{outputs('Email_Rows')[11]}, "MDJHSA_-_When_did_the_abuse_happen": @{outputs('Email_Rows')[12]}, "MDJHSA_-_How_old_were_you_at_the_time_of_the_abuse": @{outputs('Email_Rows')[13]}, "MDJHSA_-_Abuser_Sex": @{outputs('Email_Rows')[14]}, "MDJHSA_-_Abuser_Age": @{outputs('Email_Rows')[15]}, "MDJHSA_-_Abuser_Race/Ethnicity": @{outputs('Email_Rows')[16]}, "MDJHSA_-_Abuser_Height": @{outputs('Email_Rows')[17]}, "MDJHSA_-_Abuser_Weight/Build": @{outputs('Email_Rows')[18]}, "MDJHSA_-_Abuser_Hair": @{outputs('Email_Rows')[19]}, "MDJHSA_-_Abuser_Eyes": @{outputs('Email_Rows')[20]}, "MDJHSA_-_Abuser_Distinguishing_Marks": @{outputs('Email_Rows')[21]}, "MDJHSA_-_Abuser_Other_Notes": @{outputs('Email_Rows')[22]}, "MDJHSA_-_If_shown_a_picture,_would_you_be_able_to_recognize_the_abuser": @{outputs('Email_Rows')[23]}, "MDJHSA_-_What_was_the_abuser's_role_at_the_facility": @{outputs('Email_Rows')[24]}, "MDJHSA_-_How_many_instances_of_abuse_were_there": @{outputs('Email_Rows')[25]}, "MDJHSA_-_Please_describe,_to_the_best_of_your_ability,_what_happened_during_EACH_instance_of_abuse._Please_include_when_and_where_the_abuse_occurred.": @{outputs('Email_Rows')[26]}, "MDJHSA_-_Where_in_the_facility_did_you_normally_encounter_the_abuser": @{outputs('Email_Rows')[27]}, "MDJHSA_-_How_long_did_you_attend_the_facility_where_the_abuse_took_place": @{outputs('Email_Rows')[28]}, "MDJHSA_-_Have_you_told_anyone_about_the_abuse": @{outputs('Email_Rows')[29]}, "MDJHSA_-_If_yes,_who_have_you_told": @{outputs('Email_Rows')[30]}, "MDJHSA_-_Have_you_received_any_treatment_or_therapy_as_a_result_of_the_abuse": @{outputs('Email_Rows')[31]}, "MDJHSA_-_What_sort_of_treatment": @{outputs('Email_Rows')[32]}, "MDJHSA_-_Did_you_go_by_another_alias_while_attending_the_Juvenile_Hall": @{outputs('Email_Rows')[33]}, "MDJHSA_-_What_is_the_name_of_your_biological_mother": @{outputs('Email_Rows')[34]}, "MDJHSA_-_What_is_your_biological_mother's_date_of_birth": @{outputs('Email_Rows')[35]}, "MDJHSA_-_What_is_the_name_of_your_biological_father": @{outputs('Email_Rows')[36]}, "MDJHSA_-_What_is_your_biological_father's_date_of_birth": @{outputs('Email_Rows')[37]}, "MDJHSA_-_What_is_the_name_of_your_CASAvolunteer_or_guardian_ad_litem": @{outputs('Email_Rows')[38]}, "MDJHSA_-_Are_you_a_member_of_a_Native_American_tribe": @{outputs('Email_Rows')[39]}, "MDJHSA_-_If_yes,_which_tribe": @{outputs('Email_Rows')[40]}, "MDJHSA_-_What_is_your_mailing_address": @{outputs('Email_Rows')[41]}, "MDJHSA_-_What_is_your_SSN": @{outputs('Email_Rows')[42]}, "MDJHSA_-_What_is_your_email_address": @{outputs('Email_Rows')[43]}, "MDJHSA_-_Do_we_have_permission_to_communicate_with_you_via_email": @{outputs('Email_Rows')[44]}, "MDJHSA_-_Do_we_have_permission_to_communicate_with_you_via_SMS/text_messages_in_order_to_collect_additional_information_and_provide_you_documents_for_your_potential_case": @{outputs('Email_Rows')[45]}, "MDJHSA_-_Do_you_have_an_alternate_contact_number": @{outputs('Email_Rows')[46]}, "MDJHSA_-_Whose_phone_number_is_this": @{outputs('Email_Rows')[47]}, "MDJHSA_-_Do_we_have_permission_to_contact_this_person_if_we_are_unable_to_get_a_hold_of_you": @{outputs('Email_Rows')[48]}, "MDJHSA_-_Do_we_have_permission_to_reference_your_case_to_this_person": @{outputs('Email_Rows')[49]}, "MDJHSA_-_Notes": @{outputs('Email_Rows')[50]}, "Contingency_Fee_Percentage": "" }

James Turner (jturner@shield-legal.com)
2024-10-10 16:23:09

*Thread Reply:* tyy

Zekarias Haile (zhaile@shield-legal.com)
2024-10-10 17:16:08

*Thread Reply:* Chowchilla - Van - Long Form Interview - VAN - Shield Legal- finished and uploaded

Daniel Schussler (dschussler@shield-legal.com)
2024-10-11 11:03:50

*Thread Reply:* asbestos - bg - levinson done

James Turner (jturner@shield-legal.com)
2024-10-14 12:59:26

*Thread Reply:* SBA Loan Intake - Shield Legal (HubSpot) DONE

James Turner (jturner@shield-legal.com)
2024-10-14 13:05:20

*Thread Reply:* Starting AutoAccideents BCL torticity shield

James Turner (jturner@shield-legal.com)
2024-10-14 13:20:39

*Thread Reply:* Finished AutoAccideents BCL torticity shield

Starting Camp Lejeune - Crump / Bell - SimplyConvert

James Turner (jturner@shield-legal.com)
2024-10-14 13:57:37

*Thread Reply:* issues found with Camp Lejeune - Crump / Bell - SimplyConvert - Will need to be remapped manually

James Turner (jturner@shield-legal.com)
2024-10-14 15:35:19

*Thread Reply:* Started and finished Firefighting Foam - Nations Bell - Van - Shield Legal (FileVine)

528 has been uploadedd

James Turner (jturner@shield-legal.com)
2024-10-14 15:36:29

*Thread Reply:* Starting FireFoam - Velawcity / Donaldson / ELG (Pipedream) - 448

James Turner (jturner@shield-legal.com)
2024-10-14 15:37:31
James Turner (jturner@shield-legal.com)
2024-10-14 16:01:57

*Thread Reply:* FireFoam - Velawcity / Donaldson / ELG (Pipedream) - 448 has been UPLOADED

James Turner (jturner@shield-legal.com)
2024-10-17 17:41:08

*Thread Reply:* @Ahsan

Ahsan (ahsan@shield-legal.com)
2024-10-17 17:41:31
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-10-09 13:59:21
Ahsan (ahsan@shield-legal.com)
2024-10-09 14:08:56

*Thread Reply:* mine is in

James Turner (jturner@shield-legal.com)
2024-10-09 16:21:30

Chowchilla Acts - Levinston -TC seems to have the same issue with the outputs and then just numbering of the questions, no actual c-id or d-id in the map.

I might be able to work around it once I find what It's referencing- if I do I'll post the fix here since there will likely be more. image.png https://files.slack.com/files-pri/T7FGY849Z-F07R0179V70/image.png

James Turner (jturner@shield-legal.com)
2024-10-09 16:47:17

Same thing with Firefighting Foam - Miller Mattar - ELG - Shield Legal

What I am doing with these, is re-building the mapping, and following the rest of the process with that re-made mapping. Should be functional, but just takes awhile

πŸ‘ Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2024-10-09 17:33:28

Updates 10/9/24: PFAS Water Contamination - Baypoint - ELG: β€’ Waiting on Meghan's review of the last test push. Last contact 10/9 β€’ GCA Built β€’ ETA 10/10 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie moved us to prod environment. β€’ Building Integrations with GCA., not built yet β€’ ETA 10/11 for GCA~.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Awaiting Ashley's QA β€’ Lead ID sent β€’ VGA secondary interview push is being developed β€’ GCA built β€’ Completion 10/12 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Converted to GCA β€’ Test sent today, waiting on Hilal for Sign/ Decline and Re-Triggered β€’ Hilal OOO til 13th β€’ 10/14 Paraquat - AWD - Wagstaff β€’ If NEC testing worked, can apply for paraquet β€’ ETA 10/14 Converting old MPA flows to GCP β€’ have at least 15-18 flows still need mpa to export β€’ 14 campaigns mid GCP conversion

Dwight Thomas (dwight@shield-legal.com)
2024-10-10 11:41:22

OK I am back on. I will finish up the MPA to GCP conversions.

πŸ‘:skin_tone_3: Daniel Schussler
Ahsan (ahsan@shield-legal.com)
2024-10-10 11:43:11

*Thread Reply:* I added to column M to house the MPA flow name so we know what we have exported

Ahsan (ahsan@shield-legal.com)
2024-10-10 15:15:00

Updates 10/10/24: PFAS Water Contamination - Baypoint - ELG: β€’ Waiting on Meghan's review of the last test push. Last contact 10/9 β€’ GCA Built β€’ ETA 10/10 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie moved us to prod environment. β€’ Building Integrations with GCA., not built yet β€’ ETA 10/11 for GCA~.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Awaiting Ashley's QA β€’ Lead ID sent β€’ VGA secondary interview map completed β€’ GCA built β€’ Completion 10/12 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Converted to GCA β€’ Test sent and confirmed as good by Hilal on 10/10 β€’ Appears good for prod Paraquat - AWD - Wagstaff β€’ Apply NEC solution for Paraquet β€’ Decline test confirmed good β€’ ETA 10/10 Converting old MPA flows to GCP β€’ have at least 15-18 flows still need mpa to export β€’ 14 campaigns mid GCP conversion

Dwight Thomas (dwight@shield-legal.com)
2024-10-10 16:41:04

Here is a link to the MPA Campaigns. If you are looking for a Flow that is not in here, please let me know. I think I got most if not all of the active Flows, but if I did miss one, I'll export it ASAP!!!

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-10 17:02:33

Please verify that ALL columns in the API Integrations Monday board are up to date. If what you are looking for does not appear in the dropdowns (Vertical, Client PM, etc...), please add those to the correct Data Boards in the left sidebar

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-10 19:04:06

@here please keep the Monday and MPA Flow list updated throughout the day so that we can all collaborate effectively especially with people out/remote. I also want to reiterate that this is an especially big push week so I am expecting that you all are working in the evenings. My expectation is that ALL of the MPA mappings are completed by tomorrow at the very least. We have the other mappings still to do and I have other projects I could use help with so no one should have down time. This month is going to be a ton of work for us all but once we get through it, things will get a lot better. We have to have everything built out, convert everything to the new system, tested, and gone live with all integrations by the end of October. Therefore, I need yall to strap in this next couple weeks and be prepared to put in the time.

πŸ‘€ Zekarias Haile
πŸ‘ James Turner
Dwight Thomas (dwight@shield-legal.com)
2024-10-11 12:19:03

Question..., is anyone deleting Law Ruler Campaigns? The Webhook for Chowchilla Womens Prison Abuse - ACTS - ACTS (TIP) - Shield Legal is no longer in the Automation Campaigns menu.

Dwight Thomas (dwight@shield-legal.com)
2024-10-11 12:22:54

@everyone

Ahsan (ahsan@shield-legal.com)
2024-10-11 12:39:49

For confirming what flows we have exported @Dwight Thomas I have been using the email subject header from the mpa flow to find the automation from law rule and then using the casetype from the LR automation to get the lawrule casetype id. Once dustin flips column L to deployed we can turn the flow off. As flows turn off we can use that to audit and confirm all flows have been exported and what is still active in mpa.

Dwight Thomas (dwight@shield-legal.com)
2024-10-11 12:42:09

We are turning them off…, but not deleting the campaigns.

Ahsan (ahsan@shield-legal.com)
2024-10-11 12:46:31

@Dwight Thomas correct once its gcp function equivalent is deployed. So that way the client doesn't get impacted while we do this migration

Ahsan (ahsan@shield-legal.com)
2024-10-11 12:48:34

in the deinition file from the export search for "subject": " insert the email header/wildcard" to find the email trigger. I havent found a not tedious way to do this audit of the flow export.

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-11 14:52:23

@here For ALL test leads, change the intake agent to be TEST TEST

James Turner (jturner@shield-legal.com)
2024-10-14 12:13:39

"subject":"ACTS - CA Juvenile Hall Abuse" IS A ONE TO MULTIPLE MAP

The following is the multiple:

240 - Ca Juvenile Hall Abuse - ACTS Law - Shield Legal 364 - CA Juvenile Hall Abuse - ACTS - Laba Forman - Shield Legal 307 - CA Juvenile Hall Abuse - ACTS/Ghozland - Shield Legal 288 - Ca Juvenile Hall Abuse - ACTS/Loghmana - Shield Legal 309 - CA Juvenile Hall Abuse - ACTS/VAN - Shield Legal 325 - Ca Juvenile Hall Abuse 2 - ACTS Law - Shield Legal 346 - Ca Juvenile Hall Abuse 3 - ACTS Law - Shield Legal 350 - Ca Juvenile Hall Abuse 4 - ACTS Law - Shield Legal 351 - Ca Juvenile Hall Abuse SD 4 - ACTS Law - Shield Legal 381 - Juvenile Hall Abuse - ACTS - Makarem - Shield Legal

James Turner (jturner@shield-legal.com)
2024-10-14 12:33:41

SBA Loan Intake - Shield Legal (HubSpot)

James Turner (jturner@shield-legal.com)
2024-10-14 17:29:17

CA Juvenile Hall Abuse - Miller - Kugel - Shield Legal

James Turner (jturner@shield-legal.com)
2024-10-14 17:42:50
James Turner (jturner@shield-legal.com)
2024-10-15 11:36:46
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-15 12:26:47
James Turner (jturner@shield-legal.com)
2024-10-15 12:47:35
Ahsan (ahsan@shield-legal.com)
2024-10-15 13:10:53
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-15 13:36:52

@here Please add CA Juv Hall - Miller/Kugel to list of campaigns to build/map

Ahsan (ahsan@shield-legal.com)
2024-10-15 14:30:00

Updates 10/15/24: PFAS Water Contamination - Baypoint - ELG: β€’ Meghan revied last test lead, Meghan is requesting a last minute change to some mappings, β€’ GCA Built β€’ ETA 10/16 Bard PowerPort - Bay Point - Simmons: β€’ Stephanie moved us to prod environment. β€’ ! prod lead sent in for Stephanie to review before backfilling 93 leads β€’ Building Integrations with GCA. β€’ ETA 10/16 for GCA~.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP): β€’ Backfilled 500 leads on 10/14 β€’ Backfilling another 1500 leads tonight β€’ VGA secondary interview map completed β€’ GCA built β€’ Completion 10/17 Wagtsaff: NEC Baby Formula - AWD - Wagstaff: β€’ Complete Paraquat - AWD - Wagstaff β€’ complete Converting old MPA flows to GCP β€’ MPA flows converted, function moving to prod to turn off old automations

Dwight Thomas (dwight@shield-legal.com)
2024-10-15 15:35:28

I am logged in. Sorry but I needed the prescribed pain killers. If you need me I am on Slack.

πŸ™:skin_tone_3: Daniel Schussler
πŸ™ Zekarias Haile
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 12:50:13
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 13:16:46

gcloud auth application-default login

James Turner (jturner@shield-legal.com)
2024-10-16 13:29:08

gh auth login

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 14:07:46

gcloud config set project integrations-tip

Ahsan (ahsan@shield-legal.com)
2024-10-16 14:30:00

Updates 10/16/24: PFAS Water Contamination - Baypoint - ELG:

β€’ Meghan revied last test lead, Meghan is requesting a last minute change to some mappings, β€’ Reached out to Sean Kelly to confirm if he is ok with the approved shield mapping β€’ GCA Built β€’ ETA 10/17 Bard PowerPort - Bay Point - Simmons:

β€’ Stephanie moved us to prod environment. β€’ Prod lead sent in for Stephanie to review before backfilling 93 leads β€’ Waiting on Stephanie to confirm prod lead sent is acceptable β€’ Building Integrations with GCA. β€’ ETA 10/17 for GCA~.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP):

β€’ 380 leads remain to backfill, backfill to completed completed on 10/16 β€’ VGA secondary interview map completed β—¦ Waiting on Rahul from SA to confirm how to update an ID to be able to tie the secondary to the initial intake β€’ GCA build paused pending Rahul/SA assistance Converting old MPA flows to GCP

β€’ MPA flows converted, function moving to prod to turn off old automations @Dustin Surwill

Daniel Schussler (dschussler@shield-legal.com)
2024-10-16 15:38:20

@Dwight Thomas getting back on. I'll create another meeting for this session

πŸ‘:skin_tone_5: Dwight Thomas
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 16:03:17

python -c "import json;f=open('definition.json', 'r+');d=json.load(f);f.seek(0);json.dump(d,f,indent=4)"

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 16:05:17

data['Date_received'] = datetime.now(tz=timezone(timedelta(hours=-7))).strftime('%m-%d-%Y')

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 16:06:26

from datetime import datetime, timezone, timedelta

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 16:23:17

```data["Attachments"]=[]

for attachment in attachments: 
    content_type = mimetypes.guess_type(attachment[0])[0]
    attachments.append({
        'FileName': attachment[0],
        'FileBody': b64encode(attachment[1]).decode('utf-8'),
        'ContentType': content_type
    })```
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-16 16:39:26

git config --global user.name "Your Name" git config --global user.email "<a href="mailto:you@example.com">you@example.com</a>"

Daniel Schussler (dschussler@shield-legal.com)
2024-10-16 18:17:52

recordings of the meets

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-10-17 11:15:43

Good Morning Team..., today I will be meeting with Mark Mina for a QA Session as well as trying to get Maximus Lynn to provide access to finish up his Form Integrations. Is there anything we want to prioritize today?

James Turner (jturner@shield-legal.com)
2024-10-17 11:39:43

For reference on how I created the main.py https://github.com/shield-legal/gcp-integrations/tree/intake_448_changes/intake_448

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-10-17 12:55:31

Great Job on the notes James

😁 James Turner
James Turner (jturner@shield-legal.com)
2024-10-17 13:32:48

Good reference on the git stuff: https://www.geeksforgeeks.org/how-to-create-a-new-branch-in-git-and-push-the-code/

GeeksforGeeks
πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Zekarias Haile
Ahsan (ahsan@shield-legal.com)
2024-10-17 15:00:01

Updates 10/17/24: PFAS Water Contamination - Baypoint - ELG:

β€’ Meghan revied last test lead, Meghan is requesting a last minute change to some mappings, β€’ Reached out to Sean Kelly to confirm if he is ok with the approved shield mapping β€’ GCA Built β€’ ETA 10/19 Bard PowerPort - Bay Point - Simmons:

β€’ Stephanie moved us to prod environment. β€’ Prod lead sent in for Stephanie to review before backfilling 93 leads β€’ Waiting on Stephanie to confirm prod lead sent is acceptable β€’ Building Integrations with GCA. β€’ ETA 10/19 for GCA~.~ Gaming Addiction - Meadow Law/Levinson/TC (TIP):

β€’ Reconciling GCP sends vs ML's SA list VS LR to determine dups and leads that still need to be sent. Currently ~100ish leads need to reconcile and backfill ETA 10/18 β€’ VGA secondary interview map completed β—¦ Waiting on Rahul from SA to confirm how to update an ID to be able to tie the secondary to the initial intake β€’ GCA build paused pending Rahul/SA assistance Converting old MPA flows to GCP

β€’ MPA flows converted, function moving to prod to turn off old automations @Dustin Surwill (edited)

Ahsan (ahsan@shield-legal.com)
2024-10-18 17:00:02

Updates 10/18/24: PFAS Water Contamination - Baypoint - ELG:

β€’ Meghan revied last test lead, Meghan is requesting a last minute change to some mappings, β€’ Reached out to Sean Kelly to confirm if he is ok with the approved shield mapping β€’ GCA Built β€’ ETA 10/19 Bard PowerPort - Bay Point - Simmons:

β€’ Completed 10/18 β€’ ETA 10/18 for GCA Gaming Addiction - Meadow Law/Levinson/TC (TIP):

β€’ Reconciling GCP sends vs ML's SA list VS LR to determine dups and leads that still need to be sent. Currently ~100ish leads need to reconcile and backfill ETA 10/18 β€’ VGA secondary interview map completed β—¦ Waiting on Rahul from SA to confirm how to update an ID to be able to tie the secondary to the initial intake β€’ GCA build paused pending Rahul/SA assistance Converting old MPA flows to GCP

β€’ MPA flows converted, function moving to prod to turn off old automations

James Turner (jturner@shield-legal.com)
2024-10-21 13:20:10

Found that smartadvocate does actually have a requests.get bycaseid for their fields if we can get an account

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 10:42:20

@James Turner @Daniel Schussler Before making any changes to your pull requests (based on the comments), after switching to the correct branch, run git pull

James Turner (jturner@shield-legal.com)
2024-10-22 11:01:43

How to get to desired "REPO":

Go to GitHub.com log in

navigate to organization

Navigate to Repositories

Once you navigate to your desired repo, select code, and copy

Ensure that you copy the link from the same process you set up previously in "How to set up Git"

In terminal navigate to where you would like this repo folder to live.

Use the 'clone' command to copy the repo from gitHUB

Git clone [ desired link ]

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-22 12:22:00

Smart Advocate default fields

Ahsan (ahsan@shield-legal.com)
2024-10-22 17:00:00

Updates 10/22/24: PFAS Water Contamination - Baypoint - ELG:

β€’ Meghan revied last test lead, Meghan is requesting a last minute change to some mappings, β€’ Reached out to Sean Kelly to confirm if he is ok with the approved shield mapping β€’ GCA Built β€’ ETA 10/19 Bard PowerPort - Bay Point - Simmons:

β€’ Completed 10/18 Gaming Addiction: Gaming Addiction - Meadow Law/Levinson/TC (TIP):

β€’ VGA secondary interview map completed β—¦ Waiting on Rahul from SA to confirm how to update an ID to be able to tie the secondary to the initial intake Gaming Addiction - Meadow Law - Ghozland (TIP) - Shield Legal: β€’ Mapping complete β€’ Pushed to Github Converting old MPA flows to GCP

β€’ MPA flows converted, function moving to prod to turn off old automations

Dwight Thomas (dwight@shield-legal.com)
2024-10-22 18:35:11

Updates:

Form Integrations - All updated and implemented into production.

ACTS: Created a Spreadsheet of Intake questions for all campaigns. Eight campaigns added four to go.

Miller Campaigns: Confirmed updates needed for Power Automate have been transferred to GCP format and Python scripts have been updated.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-23 14:10:35

Crump exported and attached the list of questions Smart Advocate has for previous employment discrimination:

πŸ‘:skin_tone_5: Dwight Thomas
Ahsan (ahsan@shield-legal.com)
2024-10-23 18:08:12

@here team Anthony was kind enough to send us the default fields we use on most case types. I will be making a json file map for this and loading it in the tools folder shortly. Copy of the file in case you would like to store it locally

https://docs.google.com/spreadsheets/d/11vlVZdga6tmzhMWZoAgJeCBwedXeZO_MZnaSNIijEM4/edit?usp=sharing

πŸ‘:skin_tone_5: Dwight Thomas
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-23 19:32:35

Thursday - Can someone get the mapping/integration for https://tortintakeprofessionals.monday.com/boards/4677317281/pulses/7700184618 complete? The docs from Bay Point are in the Files tab.

tortintakeprofessionals.monday.com
Zekarias Haile (zhaile@shield-legal.com)
2024-10-23 20:02:39

*Thread Reply:* I will.

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 11:13:23

Put this in the project folder (gcp-integrations) and fill out your lawruler email and password. This is needed to use some of the tools in the tools folder.

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 11:57:20

Can someone handle this task? https://tortintakeprofessionals.monday.com/boards/5053948403/pulses/7705812788

tortintakeprofessionals.monday.com
James Turner (jturner@shield-legal.com)
2024-10-24 12:20:57

https://tortintakeprofessionals.monday.com/boards/5053948403/views/112014534

tortintakeprofessionals.monday.com
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 12:50:50

@here For all client communication please include the whole team.

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 15:04:50

*Thread Reply:* Please use integrations@shield-legal.com to include the whole team.

πŸ‘:skin_tone_4: Ahsan
Dwight Thomas (dwight@shield-legal.com)
2024-10-24 12:51:31

I am in the process of enabling the following GCP Law Ruler campaigns. Please let me know if any of these campaigns are still in DEVELOPMENT/MAINTENANCE mode. I will start flipping the switch on these remaining campaigns after the 11:30 meeting:

Tylenol Autism - Crump/Keller/Postman MD Juv Hall Abuse - Bailey Glasser - Levinson - Shield Legal juvenile Hall Detention - Miller - Talabi Birth Injury - ACTS - SIL - ACTS Asbestos - BG - Levinson - Shield Legal Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal Auto Accidents - BCL - Torticity - Shield Legal Birth Injury - ACTS - ACTS - Shield Legal Chowchilla - ACTS/DL - Flatirons - Shield Legal Camp Lejeune - Crump - Bell Chowchilla - Van - Long Form Interview - Shield Legal Chowchilla Abuse - Miller - Mattar Construction Defect - ACTS - SIL - ACTS - Shield Legal Firefighting Foam - BG - Miller Goldenfarb - Shield Legal Firefighting Foam - Miller - Talabi Firefighting Foam - Miller Mattar - ELG Firefighting Foam - Miller - Carson/Aaron Firefighting Foam - Isaacs Miller - ELG Firefighting Foam - Velawcity - Donaldson/ELG Intuit Privacy Violations - Hilliard MD Juv Hall Abuse - Bailey Glasser - Van PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal Personal Injury - ACTS - SIL - ACTS - Shield Legal Rosemead High School Abuse - ACTS SBA Loan Intake - Shield Legal Chowchilla - Miller - Talabi Auto Accidents - ACTS - SIL - ACTS - Shield Legal

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 13:05:37

*Thread Reply:* Not Ready for flip to GCP: Birth Injury - ACTS - SIL - ACTS Camp Lejeune - Crump - Bell Chowchilla - Van - Long Form Interview - Shield Legal Firefighting Foam - Miller - Carson/Aaron MD Juv Hall Abuse - Bailey Glasser - Van SBA Loan Intake - Shield Legal Auto Accidents - ACTS - SIL - ACTS

πŸ‘:skin_tone_5: Dwight Thomas
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-24 15:24:26

@here we have a request to escalate this campaign: Depo-Provera - Ben Crump/Napoli

Ahsan (ahsan@shield-legal.com)
2024-10-24 15:29:12

*Thread Reply:* We still need the url for intake/docs and token

James Turner (jturner@shield-legal.com)
2024-10-24 16:05:54

https://tortintakeprofessionals.monday.com/boards/5053948403/views/112014534

tortintakeprofessionals.monday.com
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 20:07:33

@Ahsan Here is the code, docs and logs for SA concurrency testing. The log.txt should be the only log you need but it also dumped a concurrent_log.json and sequential_log.json. There is a 5 second sleep between the 2 functions. The only library you need to run main.py is requests. Sequential took 5 seconds and concurrent took 0.7 seconds. They all resolved to the same error. This is not a concurrency issue, in fact in sending 17 files (10 threads), I did not see any issues/warnings/limits on concurrency. This proves that the {\"Error:\":\"Index was outside the bounds of the array.\"} is on their side. The other error {\"Error:\":\"Nullable object must have a value.\"} is something we should probably put on a retry since it got a 200 instead of 500.

πŸ‘:skin_tone_4: Ahsan
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-25 17:15:34

@Dwight Thomas For the intake_1760 mapping, the issue is the case of the values. Currently they are Contact/FirstName and Contact/LastName. They need to be Contact/Firstname and Contact/Lastname. The difference is the N for name . When you fix this can also double check the other miller campaigns?

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-10-25 17:36:30

OK. Finishing up a few Form Integrations and I will hop on this now.

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2024-10-25 18:00:37

Submitted a request for review for intake_1760/mapping.json

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2024-10-25 18:01:11

I will check the other Miller mapping.json files and update them accordingly.

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2024-10-25 18:41:31

Here are the campaign questions and corresponding custom fields. Shall I send this spreadsheet over or try to find the ACTS API docs and tie their field(s) to our LR fields?

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-28 11:24:37

*Thread Reply:* Can you make the sheets like you made the original one you sent? With the following headers: Intake Questions, ACTS UDF, Custom Fields

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-25 18:52:30

@here starting next week I would like the team to learn from Dwight how to do the form integrations. I am going to have the requests come through the new distro email.

πŸ‘:skin_tone_4: Ahsan
πŸ‘ Zekarias Haile
Dwight Thomas (dwight@shield-legal.com)
2024-10-25 18:53:21

I have trained the guys on Form Integrations already, but if they need to a refresher...

πŸ‘ Nicholas McFadden
Dwight Thomas (dwight@shield-legal.com)
2024-10-25 18:53:26

I am on board.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-10-25 18:55:07

@Daniel Schussler please respond to Hillel, update as required, and resend.

Daniel Schussler (dschussler@shield-legal.com)
2024-10-25 19:10:31

*Thread Reply:* We resend already. I will update

πŸ‘ Nicholas McFadden
Daniel Schussler (dschussler@shield-legal.com)
2024-10-25 19:14:59

*Thread Reply:* Done

Ahsan (ahsan@shield-legal.com)
2024-10-28 14:01:53

Updates xx/xx/xx: Campaign Name - Litigator - Advertiser:

β€’ Current Status β€’ Completion ETA Campaign Name - Litigator - Advertiser:

β€’ Current Status β€’ Completion ETA

Ahsan (ahsan@shield-legal.com)
2024-10-28 14:02:26

@here team made the status template pinned to the channel to make it easier for Dustin to grab our updates for Cam

Ahsan (ahsan@shield-legal.com)
2024-10-28 15:00:04

Updates 10/28/24: Arizona Juvenile Detention Center - ML - Secondary Interview:

β€’ Starting to Map SA Fields to our fields β€’ Creating Mapping JSON β€’ 10/30 ETA Gaming Addiction: Gaming Addiction - Meadow Law/Levinson/TC (TIP):

β€’ VGA secondary interview map completed β—¦ Updating Ashley on needing a SA account so we can update secondary Interview into existing SA cases Admin Tasks: β€’ Cleaned and Updated Monday Board of old integrations

Ahsan (ahsan@shield-legal.com)
2024-10-28 15:04:30

@here meeting got kicked to Tuesday

James Turner (jturner@shield-legal.com)
2024-10-29 11:11:30
Ahsan (ahsan@shield-legal.com)
2024-10-29 13:27:24

this is the napoli example @Daniel Schussler here

Firefighting-Foam-Napoli-Shkolnik-AFK

Dwight Thomas (dwight@shield-legal.com)
2024-10-29 14:05:43

@Dustin Surwill -Here you go...

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-29 14:07:01

*Thread Reply:* Looks good. Send it

James Turner (jturner@shield-legal.com)
2024-10-30 11:28:35

```Made a template for initial communication outreach.

It outlines our needs for API credentials, client field details, contact information, and any additional requirements they may have. it also offers to schedule a video call to clarify integration expectations and requests timely responses (within 24 hours) to keep the project on schedule.```

James Turner (jturner@shield-legal.com)
2024-10-30 11:29:14

You can find it here

πŸ‘ Zekarias Haile, Dustin Surwill
Daniel Schussler (dschussler@shield-legal.com)
2024-10-30 13:25:34

sending_docs = intake["Lead Data"]["StatusId"] != 1074 Decline status code

James Turner (jturner@shield-legal.com)
2024-10-30 17:52:13

Learn PostgreSQL Tutorial - Full Course for Beginners https://www.youtube.com/watch?v=qw--VYLpxG4

YouTube
freeCodeCamp.org (https://www.youtube.com/@freecodecamp)
James Turner (jturner@shield-legal.com)
2024-11-05 12:21:41
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 13:08:26
Ahsan (ahsan@shield-legal.com)
2024-11-05 13:16:05

start a huddle @here

Daniel Schussler (dschussler@shield-legal.com)
2024-11-05 13:16:34

getting my headset on

Daniel Schussler (dschussler@shield-legal.com)
2024-11-05 13:58:38

Called Napoli (Larry Casey), directed by secretary to his office. Sent straight to voice mail with voice turned off. So it hung up

James Turner (jturner@shield-legal.com)
2024-11-05 14:10:43

I am preparing to send this over to Mark at ACTS -

If you have any additional ACTS campaigns where we are waiting on requirements, or any requirements stored for any of these campaigns, please let me know ASAP.

ACTS Requirements

Daniel Schussler (dschussler@shield-legal.com)
2024-11-05 16:00:41

Called Napoli (Joelys Hernandez), directed by secretary to his office. Sent to voice mail as she was out of the office. I left her a voice mail

James Turner (jturner@shield-legal.com)
2024-11-05 16:47:09

Made a campaign requirements sheet to have clients fill out.

Should have everything we need to do a campaign and all we do is fill out the sections in green, and request the client fill out all the sections in red.

Campaign Requirements , Custom IDs , Intake Questions , Client Document , Client Facing , UDF Fields

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-06 12:57:36

Please fix the follow campaigns: 363 - Needs to go to ACTS (SA) not Miller (LeadDocket) 519 - Double check key / who it needs to go to 1726 - Double check url 1768 - Double check key / who it needs to go to

Daniel Schussler (dschussler@shield-legal.com)
2024-11-06 13:07:33

363 done

Daniel Schussler (dschussler@shield-legal.com)
2024-11-06 13:10:04

1726 url matches its definition file

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-06 16:47:01

@here @Cameron Rentch bumped the API weekly call to tomorrow

πŸ‘:skin_tone_3: Daniel Schussler
Zekarias Haile (zhaile@shield-legal.com)
2024-11-06 16:48:13

enjoy your training

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-06 17:59:38

Please check the webhook automation for Auto Accidents - BCL - Torticity

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-06 19:14:22

@Nicholas McFadden Do we need to backfill the API for NJ Juvenile Hall Abuse - AFG/BG - Levinson - Shield Legal? It is not on the API Monday board. https://themedialaboratory.slack.com/archives/C01EQF51UTC/p1722956967763969

Cameron Rentch (https://themedialaboratory.slack.com/team/UHMC40W4E)
James Turner (jturner@shield-legal.com)
2024-11-07 12:58:45

For all future "Client wide" documents, please upload client specific files to the "Clients" tab on Monday as an Update, with file attached.

Just uploaded Case Type Fields sent from ACTS to their clients tab-

ACTS. Client Fields, documents, case types, mark, mark mina

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-07 13:30:55

@Zekarias Haile For Powerport Bay Point: matterType: PowerPort orderId: 7578639 handlingFirm: Simmons Hanly Conroy vendor: Shield Legal

πŸ‘ Zekarias Haile
Ahsan (ahsan@shield-legal.com)
2024-11-07 15:04:56

@here cam cancelled api meet

πŸ‘ James Turner
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-08 12:49:04

@Dwight Thomas @Daniel Schussler

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-08 13:09:31
Ahsan (ahsan@shield-legal.com)
2024-11-08 13:20:32

5170 w BADURA AVE

Dwight Thomas (dwight@shield-legal.com)
2024-11-08 15:33:44

@Daniel Schussler @Zekarias Haile

Dwight Thomas (dwight@shield-legal.com)
2024-11-08 16:28:17

I'm Back on

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-08 16:37:27

*Thread Reply:* I changed the sheet to be a google sheet

πŸ‘:skin_tone_5: Dwight Thomas
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-08 16:51:22

Make sure any tests you send use fake production data, so we can tell what fields populate or not with the QA from the client

Malissa (malissa@shield-legal.com)
2024-11-08 16:53:34

@Malissa has joined the channel

Dwight Thomas (dwight@shield-legal.com)
2024-11-11 10:51:13

Good Morning everyone... @Malissa @Dustin Surwill, I can work on the Miller issue we got an email for earlier. I will officially be out of the office tomorrow.

Malissa (malissa@shield-legal.com)
2024-11-11 10:56:10

ok. thanks @Dwight Thomas!

Malissa (malissa@shield-legal.com)
2024-11-11 10:56:21

i thought you were already relaxing on a beach

Dwight Thomas (dwight@shield-legal.com)
2024-11-11 10:57:05

T-15 hours and 27 minutes.

Dwight Thomas (dwight@shield-legal.com)
2024-11-11 11:03:07

Here are the "New" posting instructions for the LA County Foster Care Abuse - Miller - Goldenfarb - Shield Legal.

Ahsan (ahsan@shield-legal.com)
2024-11-11 11:15:51

*Thread Reply:* added this to monday

Malissa (malissa@shield-legal.com)
2024-11-11 11:41:47

Hi Team, Can we get the original files sent to VAM Law for their records for these Signed & Declines? They only received the declines but Meadow received everything -

624897 James Burns 625046 Mark Armour

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-11 11:43:10

What is the full case type?

Ahsan (ahsan@shield-legal.com)
2024-11-11 11:43:19

@here Meadow sent us their creds for updating VGA, these creds give us access to their entire system theoretically. Going forward if there is ever an update we need to do for them we will use these creds. The email has bee forwarded to your shield email. If anyone did not receive it, please replay to this thread and I will send it to you.

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-11 11:45:12

@Malissa Neither of the VAM case types have an integration complete

πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2024-11-11 11:45:46

ok so we just need to get the emails sent to them. got it

Malissa (malissa@shield-legal.com)
2024-11-11 11:45:57

i'll bug those guys. πŸ™‚

James Turner (jturner@shield-legal.com)
2024-11-11 13:57:07

ACTS UPDATE 11/11

β€’ Spreadsheet with existing requirements has been sent to Mark and Ash. β€’ ACTS have confirmed they got the requirements spreadsheet and are working on it as of late last week. β€’ ACTS sent an update confirming they are working on it when we had the previous data issue which put our requests on hold. β€’ We resolved the data issues of last week on Friday morning. β€’ We requested Smartadvocate access Friday morning. β€’ We requested a status update on the Requirements Spreadsheet Friday Morning. β€’ No response yet- They are likely out on Veterans day, and could of been out Friday as well. β€’ Scheduled a follow-up email for tomorrow in case we do not hear anything back. ACTS, MARK MINA, ASH, SMARTADVOCATE, SMART ADVOCATE, ACTS UPDATE

πŸ‘ Dustin Surwill
James Turner (jturner@shield-legal.com)
2024-11-11 16:29:04

Meeting Notes - API WEEKLY - Integrations Weekly - 11/11/24 @Malissa

πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2024-11-12 13:30:04

@Dustin Surwill Craig Goldenfarb's office states that they didn't receive all of the contracts. can we re-push these? 592246 Edward Stephens 590357 Shawntiniza Anderson 571880 Eric Wallace 562977 Anthony Reyes 562560 Michael Williams

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-12 14:07:01

*Thread Reply:* These were send to Miller in September via the old system. Want us to re-trigger in the new system? Or is this a case of Miller not sending to Goldenfarb?

Malissa (malissa@shield-legal.com)
2024-11-12 14:08:21

*Thread Reply:* Let’s wait a bit. It might be the latter. Because now miller isn’t saying anything about these

πŸ‘ Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2024-11-12 15:00:01

Integration Updates 11/12/24: Gaming Addiction - Meadow Law - SEC - Meadow Law:

β€’ Creating Python class for login to generate token and push payload β€’ 11/20/24 Arizona Juvenile Detention Center - ML - Secondary Interview:

β€’ Sent QA lead to Ashley, awaiting approval. On approval Prod is Live β€’ 11/13/24

Malissa (malissa@shield-legal.com)
2024-11-12 17:39:26

:rotatinglightred: Critical Request @here per ACTS Law, they are encountering duplications in Smart Advocate. They have requested that all integrations be PAUSED until they are done on their end.

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-12 18:59:31

*Thread Reply:* Looks like the offending campaign was Chowchilla Womens Prison Abuse - ACTS - Dicello/Flatirons (TIP) - Shield Legal. I have disabled the integration and LR automation on that campaign

Malissa (malissa@shield-legal.com)
2024-11-12 19:00:00

*Thread Reply:* Thank you @Dustin Surwill !

Ahsan (ahsan@shield-legal.com)
2024-11-15 15:00:01

Integration Updates 11/15/24: Gaming Addiction - Meadow Law - SEC - Meadow Law: β€’ Creating Python class for login to generate token and push payload for VSS β€’ backfilling 234 leads for Friday Minecraft cutoff, coCounselLawFirm mapping updated, awaiting MR approval - ETA 11/15 β€’ 11/20/24 Arizona Juvenile Detention Center - ML - Secondary Interview: β€’ Prod is Live β€’ 11/13/24 Gaming Addiction - Ben Crump Law - Meadow Law - Shield Legal: β€’ Creating Mapping and pushing to git β€’ Building GCP Automation β€’ Filling Meadow SA first as BC has not provided Creds, endpoint, or Mapping β€’ 11/15/24

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-17 16:33:57

@Malissa @Dwight Thomas @Ahsan @James Turner @Nicholas McFadden @Nick Ward @Zekarias Haile @Daniel Schussler We will be in the new office Monday morning. The space will be ready for us at 8AM. Any personal belongings are still at the Pollock office, please collect them before going to the new office.

πŸ‘ Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-17 17:03:27

*Thread Reply:* Here is the address for the new office: 5170 Badura Ave, Las Vegas, NV 89118 The old office will be open tomorrow.

James Turner (jturner@shield-legal.com)
2024-11-17 17:38:16

*Thread Reply:* Thanks for the heads up! I'll stop by the old office tomorrow morning. Does anyone want me to grab their stuff and bring it to the new place?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-11-17 17:41:35

*Thread Reply:* I will still be at Pollock for the first half of the day at least. Not all Org Chart changes are communicated yet for my teams. @James Turner please don’t get too settled in the office til I get there.

πŸ‘ James Turner
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-11-17 17:53:11

*Thread Reply:* I have informed Darrell as well.

Daniel Schussler (dschussler@shield-legal.com)
2024-11-18 00:17:26

*Thread Reply:* I will grab Dwight’s stuff

Malissa (malissa@shield-legal.com)
2024-11-18 07:23:26

*Thread Reply:* @James Turner your plant is still on my desk.

Also @Nick Ward can you grab that box of snacks? If not I’ll swing by.

Malissa (malissa@shield-legal.com)
2024-11-18 09:50:18

*Thread Reply:* I’m running into the old office now @Nick Ward No worries

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-18 09:52:57

*Thread Reply:* @Malissa or @James Turner would you mind grabbing my stuff? or I can head that way myself.

Malissa (malissa@shield-legal.com)
2024-11-18 09:55:26

*Thread Reply:* I’ll grab it. I’m here now.

πŸ™ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-18 09:55:43

*Thread Reply:* Ok thanks!

Malissa (malissa@shield-legal.com)
2024-11-18 09:56:43

*Thread Reply:* @Nicholas McFadden

Malissa (malissa@shield-legal.com)
2024-11-18 09:57:01

*Thread Reply:* Unless it’s not packed lol. I ain’t packing it lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-18 09:58:37

*Thread Reply:* lol ok fair enough. Can you see if they have boxes extra boxes there or should I try to find something on the way?

Malissa (malissa@shield-legal.com)
2024-11-18 10:01:48

*Thread Reply:* I grabbed everything but the condiments and Napkins and tea

Malissa (malissa@shield-legal.com)
2024-11-18 10:01:53

*Thread Reply:* I found some box lids

Malissa (malissa@shield-legal.com)
2024-11-18 10:06:11

*Thread Reply:* @Nicholas McFadden everything that was on your desk or in the drawers excluding condiments and napkins are in my car

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-18 10:19:50

*Thread Reply:* Ok great that’s all that mattered anyways, thank you!

πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2024-11-18 10:49:00

*Thread Reply:* yeah i didn't think you wanted your collection of Ketchup

🀣 Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-11-18 10:27:24

Oh my way to the Pollock office now- if anyone would like me to grab their boxes let me know~

Malissa (malissa@shield-legal.com)
2024-11-18 10:48:25

just FYI, i'm in a cubby between Cam and Andy's offices.

πŸ˜‚ Daniel Schussler
πŸ‘ Nicholas McFadden
James Turner (jturner@shield-legal.com)
2024-11-18 10:51:41

Leaving for our fancy new office now~

Malissa (malissa@shield-legal.com)
2024-11-18 12:02:39

@here just FYI, i'll be out on Friday. I'll probably be available in the afternoon but I'll be remote.

Zekarias Haile (zhaile@shield-legal.com)
2024-11-18 15:40:55

@Dwight Thomas @Ahsan @Daniel Schussler Joe said disconnect/connect the wifi and it should be working fine.

Malissa (malissa@shield-legal.com)
2024-11-18 15:55:49

@here hey guys. The Law Offices of Craig Goldenfarb said they aren't receiving anything. THis seems to be a THEM problem and not an us problem. Anywho, they have a dropbox, kinda like we did we Baypoint earlier in the summer. Does anyone have a moment to put the CA Juv Hall cases for Miller/Goldenfarb in this dropbox? i have the link and password.

Malissa (malissa@shield-legal.com)
2024-11-18 15:56:00

them problem = their IT put limits on their system.

Ahsan (ahsan@shield-legal.com)
2024-11-18 15:58:36

@Malissa team is currently deliberating

Malissa (malissa@shield-legal.com)
2024-11-18 15:58:50

ooooh this sounds fun.

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 14:52:31

@Ahsan @Dwight Thomas Do we have record of sending Miller - Woods or Miller - Van leads on Aug 1 & 2?

Dwight Thomas (dwight@shield-legal.com)
2024-11-19 14:53:08

Let me check my emails

Dwight Thomas (dwight@shield-legal.com)
2024-11-19 14:55:38

July 30th (Miller - Woods)

Dwight Thomas (dwight@shield-legal.com)
2024-11-19 14:56:04

July 30th for Miller - Van as well

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 14:57:16

Can you forward those to me?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 17:08:59

@here Who is testing Chowchilla - Van - Long Form Interview?

Ahsan (ahsan@shield-legal.com)
2024-11-19 17:10:10

*Thread Reply:* No one should be, that campaign is completed. That is that weird campaign that was not loading the contact name.

Dwight Thomas (dwight@shield-legal.com)
2024-11-19 17:09:57

...Long Form Interview..., I am not sure anyone is.

πŸ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 17:10:54

It is someone using the "Financial Reporting" account

Ahsan (ahsan@shield-legal.com)
2024-11-19 17:11:15

That has to be Brittney's team

πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2024-11-19 17:11:39

That or it's a VSS team member like Alan or Alexandra.

Malissa (malissa@shield-legal.com)
2024-11-19 17:12:11

Brittney and Alan would be the best contacts

πŸ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-19 17:13:15

The webhook for that campaign is still sending to devtest@shield-legal.com & outlook_4E5FA02FAE8EC975@outlook.com

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 11:38:12

@Ahsan @Dwight Thomas Can one of you please look at the MPA logs for Paraquat Wagstaff 576109?

πŸ‘:skin_tone_5: Dwight Thomas
Ahsan (ahsan@shield-legal.com)
2024-11-20 11:46:28

*Thread Reply:* QA log test shows 73041 as the wag id and we have a successful mpa post. But no MPA history of the flow run .

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 11:47:32

*Thread Reply:* Can I get a link to that message?

Ahsan (ahsan@shield-legal.com)
2024-11-20 11:49:47

*Thread Reply:* It comes from access to Rahat's account

Dwight Thomas (dwight@shield-legal.com)
2024-11-20 11:41:13

I am on it

Dwight Thomas (dwight@shield-legal.com)
2024-11-20 11:53:52

@Malissa - Have we heard anything from Mark about the ACTS campaigns?

Malissa (malissa@shield-legal.com)
2024-11-20 11:54:25

@Dwight Thomas nothing yet. i'm texting him today

πŸ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 11:55:31

@Zekarias Haile Can you reach out to Baypoint on the 2 questions? wrong matter litigation and the google docs folder.

πŸ‘ Zekarias Haile
Malissa (malissa@shield-legal.com)
2024-11-20 12:35:21

@Dwight Thomas we should be getting an email soon from Mark. He says he has some questions and wants to setup a call

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-20 15:28:53

@here

Nsay Yang (https://themedialaboratory.slack.com/team/U068TJ28SRW)
Malissa (malissa@shield-legal.com)
2024-11-21 13:19:25

@Dustin Surwill @Dwight Thomas @Nicholas McFadden - Any time preferences for that call with ACTS on Tuesday? I won't be here just FYI.

Dwight Thomas (dwight@shield-legal.com)
2024-11-21 13:20:28

Whatever works for @Dustin Surwill and @Nicholas McFadden, I'll be there.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-21 13:28:17

@Malissa I will be remote but let's do 10am

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2024-11-21 15:32:34

i got approved for a standing desk so i stole a chair

πŸ‘ Dustin Surwill
πŸ‘‹:skin_tone_5: Dwight Thomas
Ahsan (ahsan@shield-legal.com)
2024-11-21 15:51:28

*Thread Reply:* chairs are not stolen, just simply reassigned

πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2024-11-21 15:32:36

lol

Daniel Schussler (dschussler@shield-legal.com)
2024-11-21 15:35:40

lol

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-22 16:12:22

@here please make sure both the API Integrations and Integrations Dev Ops Tasks boards are up to date

πŸ‘ Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2024-11-25 08:56:25

@here this isn’t work related but I have a free pecan pie if anyone promised to bring something but has no clue what to bring.

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-26 11:37:09

@here https://tortintakepros.slack.com/archives/C04FWLE6G9Z/p1732642560271989

The restrooms here at Badura Ave are back open.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-11-28 20:05:14

@here Happy Thanksgiving to you all. Wanted to say that I am very thankful for all of you and your hardwork. Everyone’s progress/improvement has been great to see. Let’s keep it up and close out this year on a high note! Integrations team on the rise πŸš€ !!

❀️ Zekarias Haile, Daniel Schussler, James Turner, Dwight Thomas, Malissa
Dwight Thomas (dwight@shield-legal.com)
2024-12-02 12:59:26

If you are trying to add a printer to your laptop..., here's the printer name.

πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-02 16:00:23

@here No meeting at 2PM, its been cancelled

πŸ‘ Malissa
πŸ‘:skin_tone_3: Daniel Schussler
Ahsan (ahsan@shield-legal.com)
2024-12-02 17:26:05

@Daniel Schussler

πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2024-12-03 11:42:18

@here buenos dias! It's safe for me to assume that you guys are getting the lawruler notifications about blocked messages, right?

Ahsan (ahsan@shield-legal.com)
2024-12-03 11:42:38

*Thread Reply:* Yup

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-03 11:42:45

Yes, I am trying to find the setting in LR before asking who changed it

πŸ‘ Malissa
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-03 12:12:36

@Ahsan @Dwight Thomas What flows are still active in MPA? And have they triggered in recently

Dwight Thomas (dwight@shield-legal.com)
2024-12-03 12:48:28

Checking now

Dwight Thomas (dwight@shield-legal.com)
2024-12-03 12:50:04

There hasn't been an MPA triggered campaign run since October 18th.

πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2024-12-03 14:28:01

have you guys had any luck with ACTS recently? Need me to do anything with them?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-03 14:29:10

We are just awaiting them returning the mapping. In the last meeting they said they would have the first ones by the end of this week

Dwight Thomas (dwight@shield-legal.com)
2024-12-03 16:29:51
James Turner (jturner@shield-legal.com)
2024-12-03 17:22:51

Found a pdf of the book I was talking about, thought yall might want this https://www.amazon.com/Python-Crash-Course-Hands-Project-Based/dp/1593276036

James Turner (jturner@shield-legal.com)
2024-12-03 17:29:02
πŸ™ Nicholas McFadden
πŸ™:skin_tone_3: Daniel Schussler
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-03 18:19:04

@James Turner much appreciated

Dwight Thomas (dwight@shield-legal.com)
2024-12-04 11:04:46

Not sure what’s going on on Westbound 215 but we’re at standstill

Malissa (malissa@shield-legal.com)
2024-12-04 11:05:21

hey something i'm good at. give me a minute and i'll see what i can find out

Daniel Schussler (dschussler@shield-legal.com)
2024-12-04 11:06:19

yeesh

Malissa (malissa@shield-legal.com)
2024-12-04 11:06:42

There's a wreck between eastern and windmill.

Malissa (malissa@shield-legal.com)
2024-12-04 11:07:17

the red is backing up all the way past pecos now.

Daniel Schussler (dschussler@shield-legal.com)
2024-12-04 11:07:21

must be fairly new, nothing there when i passed by this morning but that was like an hour ago

Malissa (malissa@shield-legal.com)
2024-12-04 11:07:46

i try to bypass that section. green valley/pecos/eastern is a hot mess

Daniel Schussler (dschussler@shield-legal.com)
2024-12-04 11:09:10

I would have suggested taking surface streets but looks like he just missed the eastern exist. Dwight is stuck until he gets to the windmill exit.

Malissa (malissa@shield-legal.com)
2024-12-04 11:09:24

yup and by then it's clear unless another happens

Daniel Schussler (dschussler@shield-legal.com)
2024-12-04 11:09:51

Get comfortable Dwight we will hold down the fort

Dwight Thomas (dwight@shield-legal.com)
2024-12-04 11:10:38

Yeah, I’m in the far left lane and there’s no getting moved over anytime soon. @Malissa have you heard anything from ACTS?

Malissa (malissa@shield-legal.com)
2024-12-04 14:46:31

hey @here guys. Can you help me track down this? did it come in via ACTS, DL, Someone else?

Ahsan (ahsan@shield-legal.com)
2024-12-04 15:17:08

*Thread Reply:* I think this is acts

πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2024-12-04 15:18:17

*Thread Reply:* @Ahsan that would make sense lol. We had someone weird happen in intake with this one. y'all are in the clear

βœ… Ahsan
Ahsan (ahsan@shield-legal.com)
2024-12-04 17:40:24

@Dustin Surwill fixed VGA's levinson automation. Waiting on Dennis to send the report to Alex to retrigger leads.

Dwight Thomas (dwight@shield-legal.com)
2024-12-04 18:23:36

GCP Law Ruler Campaigns

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-04 18:57:10

*Thread Reply:* Thank you

Dwight Thomas (dwight@shield-legal.com)
2024-12-04 18:56:17

@Dustin Surwill - Here you go...

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2024-12-04 19:02:01

The three rows in red have a folder in GCP-Integrations, but do not have a corresponding "GCP" Campaign in Law Ruler. THey have campaigns but not associated by GCP (not sending leads to the GCP mailbox).

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2024-12-05 11:34:32

Good Morning everyone. @Dustin Surwill @Nicholas McFadden @James Turner do any of you have knowledge of Heroku? LegalFi provided the inputs necessary for the their Heroku application upload and will provide FileVine mapping data later today.

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-05 11:35:48

Heroku is a hosting service for code. They are asking us to send to an API service that they built

Dwight Thomas (dwight@shield-legal.com)
2024-12-05 11:37:14

Now I am confused on what they are expecting us to do with Heroku.

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-05 11:56:08

Send the intake via API. <a href="http://requests.post">requests.post</a>

πŸ‘:skin_tone_5: Dwight Thomas
James Turner (jturner@shield-legal.com)
2024-12-05 12:32:45

I am not familiar, sorry

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-09 11:33:14

@Dwight Thomas @Daniel Schussler Can you split the ACTS campaigns and work on them? Finish what you are currently working on first @Ahsan Can we get the VGA secondary done this week?

Ahsan (ahsan@shield-legal.com)
2024-12-09 11:34:48

*Thread Reply:* @Dustin Surwill Yes, that is my goal.

Dwight Thomas (dwight@shield-legal.com)
2024-12-09 13:00:49

*Thread Reply:* On it now...

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-12-10 12:51:20

@Nick Ward has left the channel

Malissa (malissa@shield-legal.com)
2024-12-10 17:56:17

I promise i'm not an idiot lol

πŸ€·β€β™‚οΈ:skin_tone_5: Dwight Thomas
πŸ˜‚ Daniel Schussler
Dwight Thomas (dwight@shield-legal.com)
2024-12-10 17:58:37

We are in agreement of this.

❀️ Malissa
Malissa (malissa@shield-legal.com)
2024-12-10 17:59:54

There’s something disconcerting about seeing your name all over something tho 🀣

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-10 18:05:34

@Malissa I think I told you to change the statuses, either I didnt check the LR automations or they were somehow removed

Malissa (malissa@shield-legal.com)
2024-12-10 18:05:49

You did. All good.

Malissa (malissa@shield-legal.com)
2024-12-11 11:05:25

@Dustin Surwill i forgot to mention that Normalisia Sandoval has been an issue since day one i think. Do we know what's up with her case?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-11 11:17:07

*Thread Reply:* Here is from the notes tab in LR:

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-11 11:17:48
Malissa (malissa@shield-legal.com)
2024-12-11 11:24:25

*Thread Reply:* ugh i didn't even seen that one.

Malissa (malissa@shield-legal.com)
2024-12-11 11:24:29

*Thread Reply:* thank! lol

Malissa (malissa@shield-legal.com)
2024-12-12 10:32:32

@here Buenos dias! Have you guys worked with anyone from ELG for API?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-12 11:15:28

*Thread Reply:* I believe there was an integration before I was here. @Ahsan @Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)
2024-12-12 11:16:12

*Thread Reply:* Yes, we’ve worked on a couple of ELG campaigns prior to switching over to GCP.

Dwight Thomas (dwight@shield-legal.com)
2024-12-12 11:16:26

*Thread Reply:* Is there anything in particular that you need information on?

Malissa (malissa@shield-legal.com)
2024-12-12 11:21:41

*Thread Reply:* @Dwight Thomas we've got an API request for their AFFF campaign with Bowersox. Don't worry about Firefighting Foam BG/Bowersox/ELG. That one was not setup correctly and we have to redo it.

πŸ‘ Dustin Surwill
πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-12-12 11:30:17

*Thread Reply:* @Dustin Surwill - when I get back to my son’s apartment I will pull up the power automate campaign.

Ahsan (ahsan@shield-legal.com)
2024-12-12 11:34:25

*Thread Reply:* Do you have the casetype name for the previous afff?

Malissa (malissa@shield-legal.com)
2024-12-12 11:52:27

*Thread Reply:* Firefighting Foam - Bowersox - Bailey Glasser - ELG

Malissa (malissa@shield-legal.com)
2024-12-12 11:52:50

*Thread Reply:* This one is dead though

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-12 13:58:37

@here When sending a test lead we need to make sure that ALL the questions are filled out

πŸ‘ Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-13 17:53:49

What is the difference between the campaigns that end in - Shield Legal and - BLX? Do the BLX ones need the same exact integration as the Shield Legal ones?

Malissa (malissa@shield-legal.com)
2024-12-13 17:57:36

BLX is brandlytics. I think it’s mostly Ben crump these days

Malissa (malissa@shield-legal.com)
2024-12-13 18:36:59

To answer the integrations part, more than likely no unless BCL requests it. That usually means there is a retainer.

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-16 11:19:53

@Dwight Thomas

Ryan Vaspra (https://themedialaboratory.slack.com/team/UJF2W0EB1)
πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-12-16 11:27:57

*Thread Reply:* This has been updated and successfully republished.

Ahsan (ahsan@shield-legal.com)
2024-12-16 14:54:55

Audit Log of previous day sends

@here

https://console.cloud.google.com/bigquery?ws=!1m7!1m6!12m5!1m3!1sintegrations-tip!2sus-west4!3sffd3986f-cd49-4b4d-b8ab-012e8da9b2a3!2e1|Here

accounts.google.com
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-17 10:50:00

Does anyone know how to open a .005 file? It is from a CPAP SD card

Ahsan (ahsan@shield-legal.com)
2024-12-17 10:51:28

*Thread Reply:* https://file.org/extension/005

They are not the most fun to open

file.org
Malissa (malissa@shield-legal.com)
2024-12-17 10:50:32

that doesn't sound kosher

Malissa (malissa@shield-legal.com)
2024-12-17 10:51:07

This is very sus if it's from an SD card too

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 10:51:30

Should try vscode. If it's not binary it should be readable. The .005 normally means it's part of a set

Malissa (malissa@shield-legal.com)
2024-12-17 10:51:50

Dustin = serious answer Mal = snarky goofy answer

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-17 10:53:37

lol thanks guys

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-17 10:53:59

Alan needed it for CPAp

Daniel Schussler (dschussler@shield-legal.com)
2024-12-17 10:57:01

can confirm with Malissa, I keep kosher and it does, indeed, not sound kosher

Malissa (malissa@shield-legal.com)
2024-12-17 10:58:10

^exactly.

Malissa (malissa@shield-legal.com)
2024-12-17 13:01:45

@Dustin Surwill @Nicholas McFadden I didn't book a conference room for the ACTS call just FYI

James Turner (jturner@shield-legal.com)
2024-12-17 16:19:10

Anyone having Internet issues?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-17 16:19:58

No issues in integrations, NM says slow

πŸ‘ James Turner
Dwight Thomas (dwight@shield-legal.com)
2024-12-20 14:38:01

Any updates?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-20 14:49:16

Integrations have resumed and processed the backlog

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-20 15:46:32

Food is ready for us in the intake kitchen

Dwight Thomas (dwight@shield-legal.com)
2024-12-20 15:51:42

OK I think we found the issue with the test fields not posting.

Dwight Thomas (dwight@shield-legal.com)
2024-12-20 15:52:27

I have pushed an update of mapping.json for 1829.

Dwight Thomas (dwight@shield-legal.com)
2024-12-20 15:52:49

Can we get that implemented so I can run another test please?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-20 16:26:19

It is deployed. At the bottom of the conversation page on your PR in GitHub it says that All check have passed, this means that it was deployed.

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-12-20 16:35:38

Retesting now

Dwight Thomas (dwight@shield-legal.com)
2024-12-23 12:52:15

@Malissa - Can you contact Mark Mina and request read credentials to Smart Advocate? I'd like to use the UDF Export tool to see how the UDF Fields are named.

Dwight Thomas (dwight@shield-legal.com)
2024-12-24 11:27:42

Good Morning everyone

Ahsan (ahsan@shield-legal.com)
2024-12-24 11:51:59

*Thread Reply:* Did you need the logs out of big query to see a successful post?

Zekarias Haile (zhaile@shield-legal.com)
2024-12-24 11:28:56

Good morning

Daniel Schussler (dschussler@shield-legal.com)
2024-12-24 11:33:18

sup

Dwight Thomas (dwight@shield-legal.com)
2024-12-24 11:38:56

Waiting on @Dustin Surwill to hop in to get further details on this testing

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-24 11:55:52

I think the ACTS testing needs to wait on their reply to my email from last night. Unless @Dwight Thomas you have other ideas to try

Dwight Thomas (dwight@shield-legal.com)
2024-12-24 11:57:36

Before I head down that path..., I'd love to know how you got to the tab that showed the fields and the values they should have.

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-24 12:06:56

*Thread Reply:*

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-12-24 12:07:22

*Thread Reply:* Awesome.

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-24 11:59:04

The Timeline tab between incident and plaintiff. I can get you a screenshot in a minute

πŸ‘:skin_tone_5: Dwight Thomas
Malissa (malissa@shield-legal.com)
2024-12-26 15:33:43

@here FYI from Tony:

Malissa (malissa@shield-legal.com)
2024-12-26 15:33:45

Security has started today Please have your lanyard available to present to them to get in the front door. If you do not have a lanyard please see Gannon for one.

πŸ‘ Dustin Surwill, James Turner, Zekarias Haile, Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-26 17:50:15

Start new integrations with this main.py

Dwight Thomas (dwight@shield-legal.com)
2024-12-27 10:48:00

All new main.py files will need this?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 11:09:06

All main.py files that are integrations require it

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘ Zekarias Haile
πŸ‘:skin_tone_4: Ahsan
Dwight Thomas (dwight@shield-legal.com)
2024-12-27 11:11:08

Do we want to delegate files to update for integrations already in production?

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-27 11:12:54

All files in production already have that code. It is required for it to run as a function in GCP

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘:skin_tone_4: Ahsan
Dwight Thomas (dwight@shield-legal.com)
2024-12-27 13:05:53

Hey guys..., I am going to lunch with my mom. I'll be back on in about 90 minutes. If you need me, you can still hit me up on Slack.

πŸ‘ Dustin Surwill, Zekarias Haile
❀️ Malissa
πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2024-12-30 15:14:00

@Ahsan @Dwight Thomas @Zekarias Haile @Daniel Schussler No meeting at 2PM

πŸ‘ Zekarias Haile
πŸ‘:skin_tone_4: Ahsan
Malissa (malissa@shield-legal.com)
2025-01-02 12:51:26

@Dustin Surwill @Nicholas McFadden What's up with the BG/LR integration?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-03 11:58:13

Put it in folder for the integrations github project (gcp-integrations) / scripts

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-03 12:01:34

scripts\sql_proxy.bat 3306 integrations-tip gcp-integrations

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-03 12:07:50

scripts\sql_proxy.bat 3307 tort-intake-professionals lr-data

Dwight Thomas (dwight@shield-legal.com)
2025-01-03 12:15:55

C:\Users\Dwight Thomas\gcp-code\gcp-integrations>start /b scripts/cloud-sql-proxy.exe --port 3307 tort-intake-professionals:uswest4:lr-data --auto-iam-authn PS C:\Users\Dwight Thomas\gcp-code\gcp-integrations> 2025/01/03 10:08:19 Authorizing with Application Default Credentials 2025/01/03 10:08:19 [tort-intake-professionals:uswest4:lr-data] Listening on 127.0.0.1:3307 2025/01/03 10:08:19 The proxy has started successfully and is ready for new connections! 2025/01/03 10:11:45 [tort-intake-professionals:uswest4:lr-data] Accepted connection from 127.0.0.1:60233 2025/01/03 10:11:45 [tort-intake-professionals:uswest4:lr-data] failed to connect to instance: fetch ephemeral cert failed: Refresh error: create ephemeral cert failed (connection name = "tort-intake-professionals:uswest4:lr-data"): googleapi: Error 403: boss::NOTAUTHORIZED: Not authorized to access resource. Possibly missing permission cloudsql.instances.connect on resource instances/lr-data., forbidden

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-03 12:23:47

https://console.cloud.google.com/sql/instances/lr-data/studio?inv=1&invt=Abl4Jg&project=tort-intake-professionals

accounts.google.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-06 10:44:39

Not feeling well. Working from home

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘ Malissa
πŸ‘:skin_tone_4: Ahsan
Daniel Schussler (dschussler@shield-legal.com)
2025-01-06 10:50:11

Feel better!

Malissa (malissa@shield-legal.com)
2025-01-06 10:57:09

yeah keep those germs away

Zekarias Haile (zhaile@shield-legal.com)
2025-01-06 10:57:53

Feel better soon!

Dwight Thomas (dwight@shield-legal.com)
2025-01-06 10:58:04

So here is the response I got from Ashwin from ACTS related to why certain fields are not being filled:

It seems that the integration is pushing data to the **Case Type UDFs**, but not to the **Case Group UDFs**. Certain questions specific to the Case Type were successfully pushed through, but the general questionsβ€”such as **ABUSER-NAME**, or **REPPED-BY-OTHER** which are not in the Case Type UDFs but exist in the Case Group UDFsβ€”were not pushed through. Is there a way for the system to distinguish between the two?

Ahsan (ahsan@shield-legal.com)
2025-01-06 11:32:42

*Thread Reply:* Hey @Dwight Thomas this is the docs we got from Rahul here. It looks like casegroup is passed as a param. Hope this helps.

documenter.getpostman.com
πŸ‘:skin_tone_5: Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-01-07 10:36:32

@here Buenos Dias SeΓ±ores!

Malissa (malissa@shield-legal.com)
2025-01-07 10:37:45

just a reminder to use me as a communications resource. Tag me here, forward emails, etc. If you've been working with someone and want to add me to an email, go for it. I'm available to help ELI5.

πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-01-07 10:38:34

if you have an established relationship with someone (Dwight and Ashwin for example) you can just cc me and i can be the backup if you're out

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 11:25:27

Working from home again

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 12:56:53

The depo-provera integrations need to send some fields to Crump. Noted on Monday

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 14:01:37

*Thread Reply:* custom22996 is a header

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 14:01:59

*Thread Reply:* and custom23383 doesn't seem to exist

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 14:02:53

*Thread Reply:* actually its in "do not use"

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 12:57:26

Ryan says the case types ending in BLX are clones of the ones ending in Shield Legal so the integrations are also clones.

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 13:00:02

@here How is LR performance currently?

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:11:26

Hey Dustin this campaign only goes to Napoli.

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:13:37

Also it is still currently off.

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 13:14:59

Yes we need to add piece that sends to Crump as well

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:17:04

ok. I can add the customs to the map though I have a few follow up questions

Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:18:13
  1. the mapping for this campaign is not normal. I can add the customs to the additional notes, though I don't know if Napoli wants those. Probably don't
Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:18:46
  1. if they don't then is here a way to send only pieces of mappings to each firm?
Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:19:47
  1. we also haven't added the code to split the documents
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 13:32:13
  1. We do not need to change the mapping for Napoli
  2. Add another key like Residential_History but for Crump
  3. We need to send the fixed QAs before we add the split code
Malissa (malissa@shield-legal.com)
2025-01-07 13:37:31

@Ahsan @Dwight Thomas @Daniel Schussler @Zekarias Haile @Dustin Surwill @Nicholas McFadden

Hi team, going forward, all client communications will need to go through me. So if anyone gets an integration email, forward it to me (if i'm not on it) and give me the details that are requested. I will update the client(s).

EXCEPTION: Technical to Technical. If the person addresses you in the email, you can respond. BEFORE YOU DO, send your response to me for review.

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_4: Ahsan
πŸ™ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-07 13:51:46

@here Desiree came by asking about Torticity. There are 5 leads missing. What is the status of getting things fixed and sent to them?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 13:57:34

*Thread Reply:* If this for Auto Accidents - BCL - Torticity - Shield Legal the code has been updated and approved but not tested yet. I can send 1 as a test

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 14:06:12

*Thread Reply:* Does she have a list of the missing leads?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-07 14:07:40

*Thread Reply:* Forwarding you the email chain

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-07 14:08:41

*Thread Reply:* Mentioned to have it pushed by Friday 1/3 but Torticity is saying they haven’t received anything

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 14:12:04

*Thread Reply:* 1 will send at 12:30, if it is successful. We can trigger the rest.

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-07 15:22:14

*Thread Reply:* How did the test go?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 15:24:12

*Thread Reply:* Failed. I can fix 2 of the 4 errors in a few minutes. The other 2 are harder. Below is the list of errors: {"statusCode":400,"message":["externalId must be a string","coCounselLawFirmIds must be an array","claimant.claimant.socialSecurityNumber must be a 4 or 9 digit string","claimant.address.state must be a valid enum value"],"error":"Bad Request"}

πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-07 15:43:41

*Thread Reply:* Ok I will let Desiree know we are still testing and will notify her and Torticity when complete

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2025-01-07 16:19:37
Daniel Schussler (dschussler@shield-legal.com)
2025-01-07 13:56:42

which campaign ?

Malissa (malissa@shield-legal.com)
2025-01-07 16:07:59

@here just FYI, i'll be at the dentist starting around 11am tomorrow. it shouldn't be long.

πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_4: Ahsan
Malissa (malissa@shield-legal.com)
2025-01-07 16:08:06

but i'll be OOO

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 16:15:11

@Dwight Thomas Can I get any docs you have related to Auto Accidents - BCL - Torticity - Shield Legal?

Malissa (malissa@shield-legal.com)
2025-01-07 18:01:08

@here Meadow has requested a meeting, preferably on Thursday. What's everyone's availability like?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 18:02:30

*Thread Reply:* I am free all day, @Ahsan?

Malissa (malissa@shield-legal.com)
2025-01-07 18:05:59

*Thread Reply:* @Dustin Surwill @Ahsan Allison says she's available 9-12 MT (so 8-11 our time).

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-07 18:09:01

*Thread Reply:* Lets do 9:3010:30 AM PT = 10:3011:30MT

Ahsan (ahsan@shield-legal.com)
2025-01-07 18:09:13

*Thread Reply:* Same allday @Malissa

Malissa (malissa@shield-legal.com)
2025-01-07 18:09:53

*Thread Reply:* ok cool. let's see if anyone objects to her availability. We'll go from there.

πŸ‘ Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2025-01-07 18:52:23

I checked the mappings for the VGA cases. The mapping is correct. Checked one payload so far 629052. That payload did not have a co counsel listed. Will dig further but all other issue they stated in the meeting are not on the integration pipeline since the data is going over. Likely Sa or Intake issue, should confirm tomorrow morning.

@Nicholas McFadden @Dustin Surwill

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-08 10:35:10

*Thread Reply:* Let me know when you have an update on this

Ahsan (ahsan@shield-legal.com)
2025-01-07 18:54:31

@Malissa also ran the audit log, We sent 3 leads for Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Shield Legal if you want to send an email to Meadow/Ashley. Attached is the csv of those leads. Last send was 1/1/25

πŸ™ Nicholas McFadden
πŸ‘ Malissa
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-08 10:35:50

@deleted-U07EH86AAN9 let me know when you’re ready to review/test the flatirons

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-08 10:38:07

Heads up I will be remote this morning but I’ll be in office around lunch

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_4: Ahsan
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-08 14:15:26

Hey guys I’m not coming in I have family that had to evacuate due to the fires in California. They will be staying with me and should arrive in an hour or so. I’ll be in the rest of the week but just want to get them settled today.

πŸ™ Dustin Surwill, Zekarias Haile
πŸ™:skin_tone_3: Daniel Schussler
πŸ™:skin_tone_4: Ahsan
Malissa (malissa@shield-legal.com)
2025-01-08 16:38:55

@Dwight Thomas @Dustin Surwill Hey guys, did we re-send these to Torticity? β€’ 158366 Tyrin Brown β€’ 158369 Rima Golikeri β€’ 158368 Gabriella Barnett

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-08 16:57:29

*Thread Reply:* These were re-sent at 10 AM

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-08 16:58:30

*Thread Reply:* Those IDs are the IDs from Torticity

Malissa (malissa@shield-legal.com)
2025-01-08 16:59:33

*Thread Reply:* @Dustin Surwill Cool! I've not seen those IDs before. πŸ™‚ How about Awskyri Wilkerson?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-08 17:01:00

*Thread Reply:* It was under Case Review - Phone Transfer when we tried to send it (12/18/2024) (failed integration). The LR Lead ID is 530369

Malissa (malissa@shield-legal.com)
2025-01-08 17:02:14

*Thread Reply:* right. so do we need to pop it back to case review?

Malissa (malissa@shield-legal.com)
2025-01-08 17:02:26

*Thread Reply:* since there's no retainer?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-08 17:05:29

*Thread Reply:* Yes

Malissa (malissa@shield-legal.com)
2025-01-08 17:08:07

*Thread Reply:* ok i'llmove it back to case review

πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-01-08 16:40:21

and what's up with Awskyri Wilkerson?

Ahsan (ahsan@shield-legal.com)
2025-01-08 16:42:30

Hey @Malissa, this was everything about VGA I confirmed slightly after the meeting

Meadows main complaints: β€’ data not correctly populating SA β—¦ example injured party name same as signer, example was 629052 β—¦ Co Counsel not populating, gave SA id 250006, shield ids 629052 , 628646 β—¦ suffix not appearing correctly in SA β€’ Wanted daily report of leads sent in to SA. β€’ Want Sign & Decline Findings: β€’ data not populating because intake didnt fill out the right fields, example 628646, signer info not field out, link to screenshot and PD did not catch QA issue or let lead clear QA β€’ Co Counsel fix implemented 11-19-24, for BC VGA and Levinson, leads sent prior were not resent so prevent duplication. Lead sent post 11-19 had co counsel. Multiple previous test sends showed no co counsel which meadow did not flag as an issue, since initial campaigns were levinson and Ghozland. Ghozland had the co counsel key value filed hard coded. Any leads not having that appear were tbd as Levinson. β€’ Miscoms for daily report. Initial was just a audit we ran to confirm no failed sends and to let Meadow know if a send failed. Copy of audit log was not specifically asked for. β€’ Sign & Decline have to be added into payload, still to do.

Ahsan (ahsan@shield-legal.com)
2025-01-08 17:15:07

@Dwight Thomas @Daniel Schussler ERD Link

Malissa (malissa@shield-legal.com)
2025-01-09 11:12:51

@here who can get me a copy of the intake questionnaire we're using for Michael Flanagan - Chowchilla - Shield Legal?

Malissa (malissa@shield-legal.com)
2025-01-09 11:13:00

they want to make sure we match 100%

Malissa (malissa@shield-legal.com)
2025-01-09 11:13:09

^miller/flanagan

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-09 11:19:41

@Malissa Here is a blank intake questionnaire for Chowchilla Womens Prison Abuse - Miller - Flanagan - Shield Legal

Malissa (malissa@shield-legal.com)
2025-01-09 11:20:29

GRACIAS!

Ahsan (ahsan@shield-legal.com)
2025-01-09 14:22:42

@Malissa Leads are ready for testing on Gaming Addiction - Ben Crump Law - Meadow Law - Shield Legal 626704 Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Shield Legal 591055

Awaiting confirmation from Ashley her end is good.

Malissa (malissa@shield-legal.com)
2025-01-09 14:52:31

@Ahsan she just replied. Are you good with that response?

Ahsan (ahsan@shield-legal.com)
2025-01-09 14:53:00

Yup, firing leads off now

Malissa (malissa@shield-legal.com)
2025-01-09 15:39:37

@Ahsan can you send me the test list?

Ahsan (ahsan@shield-legal.com)
2025-01-09 15:58:56

*Thread Reply:* Hey mal we checked meadows system they are getting the leads but some data fields is brekaing

Malissa (malissa@shield-legal.com)
2025-01-09 15:59:54

*Thread Reply:* ruhroh. do we know why they're breaking?

Ahsan (ahsan@shield-legal.com)
2025-01-09 16:00:14

*Thread Reply:* in the middle of investigating currently

πŸ‘ Malissa
Ahsan (ahsan@shield-legal.com)
2025-01-10 10:24:29

No rush @Zekarias Haile but Andre from it came by looking for you. Told him you would ping him when you get in.

Zekarias Haile (zhaile@shield-legal.com)
2025-01-10 10:26:23

Okay. I'm in meeting. Will be there when done.

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-10 17:14:31

@Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-10 17:22:33

Running into this from LR? How much is it backing things up?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-10 17:24:39

Its something they changed between yesterday and today. It was blocking my tests at the start of the meeting but I do not see any integration that is being slowed down or blocked due to this error in the last 24 hours

Malissa (malissa@shield-legal.com)
2025-01-13 15:50:11

hi @here. Have we setup anything for ACTS with the Wildfires campaign?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 15:50:40

No. It is currently in the Backlog group in Monday

Malissa (malissa@shield-legal.com)
2025-01-13 15:50:57

ok cool. thanks!

Malissa (malissa@shield-legal.com)
2025-01-13 15:51:00

just checking

Malissa (malissa@shield-legal.com)
2025-01-13 15:52:36

next question.. are we having that meeting today?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 15:54:36

I thought a few weeks ago @Nicholas McFadden cancelled it until further notice but we are unable to delete it since Cam owns it

πŸ‘ Malissa
:burn_elmo: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 16:51:13

Format for PR names is [Vertical (Campaign)] [Firm] [Case Type ID] - [Purpose of PR]

Ahsan (ahsan@shield-legal.com)
2025-01-13 16:52:57

*Thread Reply:* so like this

Gaming Addiction - Ben Crump Law - Meadow Law - Shield Legal - Meadow Law - 1892 - map fix

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-13 16:54:34

*Thread Reply:* Not the full case type: VGA BCL 1892 - Fix Name Mapping

Ahsan (ahsan@shield-legal.com)
2025-01-13 16:55:25

*Thread Reply:* oh ok, that is much easier then

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-14 11:15:35

Having to handle some family stuff this morning. Will be in a little later

πŸ‘ Malissa, Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘:skin_tone_5: Dwight Thomas
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-14 13:55:51

Here is the new update template I will be using, you have access to comment. Please let me know if any of the notes / ETA are wrong: https://docs.google.com/document/d/1qPoAMkGBTjs4fRzw2NR2xTlSkMdR0dyYO6uXj1km1Jk/edit?usp=sharing

:60fpsparrot: Malissa
πŸ‘ Zekarias Haile
:copy_emoji: Ahsan
πŸ™ Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-14 13:56:04

@Zekarias Haile @Ahsan @Daniel Schussler @Dwight Thomas ^

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-14 13:57:31

Green :largegreencircle: is being worked on actively Yellow :largeyellowcircle: is a potential issue. Red πŸ”΄ is "Get Cam/Sales involved" Brown :largebrowncircle: is not started

Malissa (malissa@shield-legal.com)
2025-01-14 13:58:59

If there’s anything that is at risk of turning red, tag me right away.

πŸ‘ Dustin Surwill, Zekarias Haile
:copy_emoji: Ahsan
πŸ‘:skin_tone_3: Daniel Schussler
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-15 12:43:04

Hey guys was seeing how I was feeling but definitely have a cold. Woke up feeling pretty crappy. Everyone make sure to get some vitamin C. It’s that time of year. I’ll be on calls just going to remote in. DM or Text Me

πŸ‘ Dustin Surwill, Zekarias Haile, Malissa
πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘:skin_tone_4: Ahsan
Malissa (malissa@shield-legal.com)
2025-01-15 12:45:24

feel better @Nicholas McFadden!

πŸ™ Nicholas McFadden
Malissa (malissa@shield-legal.com)
2025-01-15 12:45:47

Good work @Dustin Surwill on the update yesterday for Ryan.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-15 12:47:17

We’re all sick here. The family was out on the strip and brought something back. Stay healthy everyone stuffs going around!

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-15 12:47:59

Yes good work @Dustin Surwill ! Keep up the good communication!

Malissa (malissa@shield-legal.com)
2025-01-17 10:37:36

@Dwight Thomas @Dustin Surwill Do we have an update on the Chowchilla integration for Miller/Flanagan

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-17 10:43:25

It is currently on deck. It should be started in next few weeks

Malissa (malissa@shield-legal.com)
2025-01-17 10:46:06

Do we have a more concrete start date/week?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-17 11:26:19

Miller - Flanagan - Shield Legal :largebrowncircle: - EST: 1/27/2025

πŸ‘ Malissa
Dwight Thomas (dwight@shield-legal.com)
2025-01-17 15:39:03

...at Starbucks for lunch. Ran into Cam and the look he gave me made it time for lunch.

🀣 Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-01-17 15:40:16

He’s just not a raiders fan

Malissa (malissa@shield-legal.com)
2025-01-17 15:41:18

But at least they aren’t the Bears

🀑 Dwight Thomas
πŸ™‚ Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-01-17 21:34:06

@Dustin Surwill @Nicholas McFadden I have good news and I have bad news. Which do you want first?

Malissa (malissa@shield-legal.com)
2025-01-17 21:39:24

Well no one asked so the good news is it’s Friday night. The bad news is…

Wagstaff related Paraguat integrations need to be done asap Monday.

πŸ”₯ Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-17 21:45:08

Clone of other wagstaff paraquat? Does legafi also need integration?

Malissa (malissa@shield-legal.com)
2025-01-17 21:47:19

Since wagstaff told Jon they want integration done before they get cases, yeah.

Malissa (malissa@shield-legal.com)
2025-01-17 21:48:25

Meadow should be done first and ready Monday

Malissa (malissa@shield-legal.com)
2025-01-17 21:53:13

Jon Becker will love you guys forever

Malissa (malissa@shield-legal.com)
2025-01-17 21:53:27

He wants me to thank you in advance and tell you you are all amazing

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-17 21:54:01

We will need to meadow udfs for their integration

Malissa (malissa@shield-legal.com)
2025-01-17 21:56:53

And wagstaff we can just do right?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-17 21:57:31

Yes since we already did a paraquat with them previously

Malissa (malissa@shield-legal.com)
2025-01-17 21:58:14

Cool.

Daniel Schussler (dschussler@shield-legal.com)
2025-01-20 10:26:13

you said there was good news ?

Malissa (malissa@shield-legal.com)
2025-01-20 10:26:51

yeah the good news was that it was friday night

Daniel Schussler (dschussler@shield-legal.com)
2025-01-20 10:27:07

....

Ahsan (ahsan@shield-legal.com)
2025-01-21 12:17:31

@Dustin Surwill lead id for acts mpa lead: 665041 Auto Accidents - ACTS - SIL - ACTS case type

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-23 10:56:59

@here we have a couple things needing to get done. If you have bandwidth please help out Dustin and Dwight with form updates. Unless anyone needs me in office, I’m am going to just ride out the week remote. I’m not 100% but woke up much better today. I can come in and wear a mask but don’t want to get anyone sick. Just let me know if you need me and we can hop on a call or I can run over to the office.

πŸ™:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill
πŸ™ Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-01-24 10:50:28

@here do we have any updates for Raul on Flanagan Chowcilla

Malissa (malissa@shield-legal.com)
2025-01-24 10:54:32

@Dustin Surwill

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-24 10:55:56

Not yet

Malissa (malissa@shield-legal.com)
2025-01-24 10:56:13

K. Miller is asking.

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-24 10:56:47

I have an appointment this morning and should be in by 11.

Malissa (malissa@shield-legal.com)
2025-01-24 10:57:46

Cool

Ahsan (ahsan@shield-legal.com)
2025-01-24 14:03:07

@Malissa can you send a reminder email to John Becker for the Meadow UDF report so we can do this audit. Also we need the UDFs for all the new cases they are spooling up. β€’ Paraquat - Wagstaff - ML - Shield Legal β€’ any other campaigns they are about to launch. Making the assumption here that all their campaigns will be integrations into their system. @Dustin Surwill & @Nicholas McFadden for vis

Malissa (malissa@shield-legal.com)
2025-01-24 14:03:59

Yeah I bugged him this morning. Haven’t heard back yet

:cool_cool_cool: Ahsan
Malissa (malissa@shield-legal.com)
2025-01-27 12:10:55

@Daniel Schussler @Dwight Thomas @Dustin Surwill Hey guys, who's gonna work on that test for Raul?

Malissa (malissa@shield-legal.com)
2025-01-27 12:10:58

He sent an attachment

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-27 12:11:09

Daniel is currently working on that campaign

❀️ Malissa
Daniel Schussler (dschussler@shield-legal.com)
2025-01-27 12:11:37

@Malissa I'm about to send another test

Daniel Schussler (dschussler@shield-legal.com)
2025-01-27 12:11:55

I will send over the ID, do you mind following up asking how does the new one look ?

Malissa (malissa@shield-legal.com)
2025-01-27 12:12:00

sure

Malissa (malissa@shield-legal.com)
2025-01-29 12:26:16

@Dustin Surwill You're cc'd on it but can we jump on that Wagstaff email right away?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-29 12:51:44

*Thread Reply:* My fault, I forgot to change the status to production, this has been fixed. That lead is marked as signed & declined with no reason in the reason field but a reason in the notes

πŸ‘ Malissa
Malissa (malissa@shield-legal.com)
2025-01-29 12:58:01

*Thread Reply:* @Dustin Surwill ok so i can tell him to close it

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-29 12:58:27

*Thread Reply:* Yes

Malissa (malissa@shield-legal.com)
2025-01-29 12:59:33

*Thread Reply:* Thank ou

Malissa (malissa@shield-legal.com)
2025-01-29 12:59:34

*Thread Reply:* you

Malissa (malissa@shield-legal.com)
2025-01-29 16:30:50

@Dustin Surwill @Dwight Thomas @Daniel Schussler

You guys are on the email but Raul is asking if we can push over the 11 leads we've done for Chowchilla with Flanagan.

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-29 16:32:18

*Thread Reply:* I asked @Daniel Schussler to do that already. @Daniel Schussler what is the status on it?

Daniel Schussler (dschussler@shield-legal.com)
2025-01-29 16:38:20

*Thread Reply:* Did that a while ago

Daniel Schussler (dschussler@shield-legal.com)
2025-01-29 16:38:42

*Thread Reply:* They should have received it probably at 2:30 . let me check the logs

Daniel Schussler (dschussler@shield-legal.com)
2025-01-29 16:39:49

*Thread Reply:* yep they are all on the logs and got sent at 2

Malissa (malissa@shield-legal.com)
2025-01-29 16:40:06

*Thread Reply:* Thank you

Dwight Thomas (dwight@shield-legal.com)
2025-01-30 10:05:33

Good morning everybody. I am going to need to work from home today.

πŸ‘:skin_tone_4: Ahsan
πŸ‘ Zekarias Haile, Dustin Surwill, Nicholas McFadden
πŸ‘:skin_tone_3: Daniel Schussler
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-30 11:42:05

Did everyone’s tests come that were missed yesterday eventually get sent?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-30 11:42:56

Want to confirm LR fixes processed the queue

Daniel Schussler (dschussler@shield-legal.com)
2025-01-30 11:45:09

yeah the wagstaffs i triggered yesterday did show up

Zekarias Haile (zhaile@shield-legal.com)
2025-01-30 11:45:57

Mine also did.

Ahsan (ahsan@shield-legal.com)
2025-01-30 11:53:00

mine pushed also

Dwight Thomas (dwight@shield-legal.com)
2025-01-30 12:47:25

All my test came through

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-03 23:34:02

@here remember tomorrow and Wednesday we got people in the office. Please dress more professionally.

πŸ‘€ Dustin Surwill, Zekarias Haile
Ahsan (ahsan@shield-legal.com)
2025-02-04 09:49:50

*Thread Reply:*

Ahsan (ahsan@shield-legal.com)
2025-02-11 18:01:58

@Dustin Surwill mpa flow just fired off the acts auto accident.

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-11 18:05:51

We need to turn off MPA for that one

Ahsan (ahsan@shield-legal.com)
2025-02-11 18:06:16

On it

Ahsan (ahsan@shield-legal.com)
2025-02-11 18:11:30

mpa flow off now

πŸ‘ Dustin Surwill
James Turner (jturner@shield-legal.com)
2025-02-13 12:17:17

I get it now. Looker is a dumpster fire. I've been trying to do for like 2 days what takes seconds in looker studio or powerbi

πŸ”₯ Dustin Surwill
:dumpster_fire: Ahsan
:burn_elmo: Daniel Schussler
:karening_intensifies: Malissa
Malissa (malissa@shield-legal.com)
2025-02-13 13:03:06

Shhhhhh we do not speak of the glory of powerbi here

James Turner (jturner@shield-legal.com)
2025-02-13 16:30:40

Does anyone know by any chance why the 'Creation date' is messed up on specifically The SBA loan intake campaign?

Ahsan (ahsan@shield-legal.com)
2025-02-13 17:37:02

*Thread Reply:* Before our time. Sobo might know though.

Ahsan (ahsan@shield-legal.com)
2025-02-19 17:32:02

Hey @Malissa, I was checking some logging for our test leads into meadows system for VGA and discovered they turned off our account. This is a problem because we will not be able to send the secondary interviews at all. If and when you get a chance to talk to Becker, please mention to him to turn our account back to active so we can be ready to send the secondary's when Becker finishes their end of the remapping.

Malissa (malissa@shield-legal.com)
2025-02-19 17:44:11

@Ahsan hopefully that's an "oopsie". I'll email Jon.

Malissa (malissa@shield-legal.com)
2025-02-19 17:46:20

Hi Jon,

Ahsan was checking some logging for our test leads for VGA and discovered that our account has been turned off. We're thinking this was an accident and wanted to let you know right away. If the account is off, we won't be able to send the secondary interviews at all. If you can help us get the account back on, we'd greatly appreciate it.

πŸ‘ Dustin Surwill
πŸš€ Ahsan
:just_do_it: Ahsan
Malissa (malissa@shield-legal.com)
2025-02-20 10:32:20

@Ahsan Let me know if you have access

Ahsan (ahsan@shield-legal.com)
2025-02-20 10:37:21

*Thread Reply:* Just read beckers email. Will check once I am in

πŸ‘ Malissa
Ahsan (ahsan@shield-legal.com)
2025-02-20 11:18:35

*Thread Reply:* @Malissa we have access again

Malissa (malissa@shield-legal.com)
2025-02-20 11:19:25

*Thread Reply:* Wundebar!

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 11:33:35

@here Please review this pull request of the whole project refactor: https://github.com/shield-legal/gcp-integrations/pull/66 You can also view the code by looking at the branch instead of the PR view: https://github.com/shield-legal/gcp-integrations/tree/fixing-db-issues

Malissa (malissa@shield-legal.com)
2025-02-24 11:56:15

@here i will not be able to do our huddle this morning. Please let me know if you need anything. i'm working on a hot project for Cam.

πŸ‘ Zekarias Haile, Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2025-02-24 11:57:43

@Malissa - Can you contact Mark and Ashwin for a status update for my request for ACTS ( LA County Foster Care Abuse)?

Malissa (malissa@shield-legal.com)
2025-02-24 11:59:22

@Dwight Thomas it's going to be a bit before i can. Cam wants to get this done right away. It might be later this afternoon.

πŸ‘:skin_tone_5: Dwight Thomas
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-25 11:37:46

Hey yall not gonna be in today. Let me know if yall need anything, just slack or text if it’s urgent. I’m gonna call in to our 10am huddle so someone add me in please.

πŸ‘ Dustin Surwill
πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-02-25 11:39:19

FYI you guys, I've got to miss today too. Greg's out and I need to handle some of his morning reports

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-02-25 11:39:25

some = all

😬 Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-02-26 10:41:06

*Thread Reply:* Looks like you'll need to grant me access to this. Or does James have to?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-02-26 10:11:29

Hey yall not gonna be in today. Let me know if yall need anything, just slack or text if it’s urgent.

πŸ‘ Dustin Surwill
πŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 10:40:38

There's some drama going on in the parking lot, so be aware when pulling in

🍿 Malissa
Ahsan (ahsan@shield-legal.com)
2025-02-28 10:41:03

On the back end or front?

Malissa (malissa@shield-legal.com)
2025-02-28 10:44:01

Oooooh tell me!

Malissa (malissa@shield-legal.com)
2025-02-28 10:44:24

Send pics

Malissa (malissa@shield-legal.com)
2025-02-28 10:46:58

All I’m doing is waiting in line to get into an estate sale

πŸ™‚ Zekarias Haile
Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 10:48:57

front end

Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 10:49:48

I'm not 100% sure but there was some accident and dudes were getting into each other's faces. at least one of them works here

Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 10:50:10

i think currently they are waiting for the cops

Malissa (malissa@shield-legal.com)
2025-02-28 10:52:32

Ok so advice from a manager. Never ever ever get into any altercations anywhere near work property. LPT

Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 10:53:41

well everyone is still by the windows watching. shelly went over there a bit ago to talk to some of them

Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 11:00:10

cops here

Zekarias Haile (zhaile@shield-legal.com)
2025-02-28 11:01:55

Thanks for the live update @Daniel Schussler from the integration studio

πŸ‘:skin_tone_3: Daniel Schussler
:lol: Ahsan
πŸ˜‚ Malissa
Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 11:02:57

I know thats why everyone is here

Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 11:03:03

give the people what they want

πŸ™ Zekarias Haile
πŸ’― Malissa
Dwight Thomas (dwight@shield-legal.com)
2025-02-28 11:15:12

...and just like that, we've officially closed!!! We pick up the keys at 11:00

:burn_elmo: Daniel Schussler, Zekarias Haile
:60fpsparrot: Malissa
Daniel Schussler (dschussler@shield-legal.com)
2025-02-28 11:15:49

LFG!

:awesome_dance: Dwight Thomas
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-28 12:01:34

I will miss the daily huddle this morning

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘ Zekarias Haile
Dwight Thomas (dwight@shield-legal.com)
2025-02-28 12:08:52

Submitted New Test Leads for:

LegaFi NEC ACTS LA Foster Care Decello Flatirons ACTS LA Foster Care Laba Forman ACTS Chowchilla Kuzyk Law, LLP

They should process at 10:30 and I will review the results after I am done with closing.

πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-03-03 10:32:28

hi @here. I just got this from Baypoint regarding Bard PowerPort:

"the below (2), I do not have in the system, and I don’t see in SHC’s reporting? Little concerned about the latency now between these being Signed up and the firms here receiving, can you see if you sent? Ultimately, we will need these re-sent and may turn into Returns given the latency to contact.

659750 N/A Sontoki Lewis 2513665926 1/9/2025 Shield Legal - Lead Gen Signed e-Sign QA WIP Bard PowerPort - Bay Point - Simmons - Shield Legal

589873 N/A Evan Brooks 2035459608 9/11/2024 Shield Legal - Lead Gen Signed e-Sign FINAL Bard PowerPort - Bay Point - Simmons - Shield Legal"

Malissa (malissa@shield-legal.com)
2025-03-03 10:33:01

yes i know the wip won't be sent yet. More worried about that 2nd one that shows final

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 11:07:11

589873 has an invalid email address and failed on the post to simmons which is first

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-03 11:08:12

659750 never hit a status that would have sent via API

Malissa (malissa@shield-legal.com)
2025-03-03 11:13:45

Thanks Dustin!

Malissa (malissa@shield-legal.com)
2025-03-03 11:14:36

fyi @here we are going to skip the huddle today

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-03 11:38:36

@here I wanted to let you all know I will probably be remote until Wednesday. Some of you know that I don’t like talking about my medical issues but I had to go to the ER on Friday and having to do some oxygen treatments. I was hoping to be okay today but my doctor said I should wait at least 4-5 days hence my expectation of being in on Wed. I will be working but bear with me if I’m in and out more than usual.

πŸ™ Dustin Surwill, Zekarias Haile
πŸ™:skin_tone_3: Daniel Schussler
πŸ™:skin_tone_4: Ahsan
Zekarias Haile (zhaile@shield-legal.com)
2025-03-04 10:27:40

@Dustin Surwill @Ahsan Becker was looking for you both. He stopped by the office and was asking what time you would be in. FYI

Ahsan (ahsan@shield-legal.com)
2025-03-04 10:37:45

*Thread Reply:* Walking in now, I will find him

Malissa (malissa@shield-legal.com)
2025-03-04 18:00:51

@here fyi anyone who parks in the covered spots out back will be towed starting tomorrow

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 08:47:35

Going to take today at home, going for a final follow-up later, and will be in tomorrow.

πŸ‘ Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:27:35

@here the Wood Pellets Integration is setup, correct? If so, ELG wants us to trigger/re-trigger all signed cases. They want an eta on how long this will take

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 11:30:05

*Thread Reply:* We were not asked to do an integration on the Wood Pellets campaigns. @Malissa Did they ask/pay for an integration?

Malissa (malissa@shield-legal.com)
2025-03-05 11:30:42

*Thread Reply:* @Dustin Surwill not that i'm aware of

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:33:34

*Thread Reply:* OK so this is brand new

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:34:20

*Thread Reply:* We haven't done a direct integration for them for any campaign before correct?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 11:36:57

*Thread Reply:* We did Firefighting Foam - Bowersox - ELG - Shield Legal sending to ELG and got sign off Feb 7

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:37:32

*Thread Reply:* Ok I just couldn't remember if it was direct with ELG or to Bowersox

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 11:37:54

*Thread Reply:* I do not believe we have sent to bowersox before

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:38:12

*Thread Reply:* Therefore safe for me to say that we should be able to map and test this in 48 hrs?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:39:05

*Thread Reply:* Dwight completed AFFF one correct?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 11:39:37

*Thread Reply:* If dwight pushes off the others temporarily?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 11:46:21

*Thread Reply:* Yes & Yes. All Dwight is currently working on is ACTS. Both Daniel and Dwight are available to each pick up a Wood Pellets campaign. We have 2 on our board, there are 3 in LR. Which of the campaigns need the integration, all?

Malissa (malissa@shield-legal.com)
2025-03-05 11:54:40

*Thread Reply:* @Nicholas McFadden @Dustin Surwill i dug through my emails and found this info from Dec re AFFF: "If we don’t already have one, we need an API between ELG and Shield, and I believe Shield may have been communicating with Treven Pyles Treven@elglaw.com; Troy Maxwell tmaxwell@elglaw.com in our office."

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 11:55:11

*Thread Reply:* That was from Cam but did not say any specific campaigns

Malissa (malissa@shield-legal.com)
2025-03-05 11:59:45

*Thread Reply:* That was actually from Jonathan Sharp at ELG. Still only in reference to AFFF

Malissa (malissa@shield-legal.com)
2025-03-05 11:59:51

*Thread Reply:* I guess let's get 'er done.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:00:58

*Thread Reply:* So then all of these need an integration?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:05:32

*Thread Reply:* Its the wood pellet ones only right now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:06:18

*Thread Reply:* @Malissa Cam said this to me: all please but highly suggest you talk with Malissa about these because we had to move alot of these sign ups around to different campaigns after we implemented the tiers

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:07:37

*Thread Reply:*

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:08:03

*Thread Reply:* I had sent this to him and then he made the comment above^

Malissa (malissa@shield-legal.com)
2025-03-05 12:08:07

*Thread Reply:* Yeah we had to do some stuff

Malissa (malissa@shield-legal.com)
2025-03-05 12:08:15

*Thread Reply:* I’m in the integrations room now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:09:06

*Thread Reply:* Ok and Cam said we cant do 9hrs straight of only this campaign so he suggested breaking it up into 3 - 3hr blocks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:09:50

*Thread Reply:* We might be able to get most of it overnight but some might spill into the next morning so we may need to pause a little bit at the end.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:10:12

*Thread Reply:* If you guys want to hop on the a Gmeet we can discuss too

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:19:11

*Thread Reply:* This is going to be my message to them so please review and let me know if you want anything changed before I send: We should be able to turn around the mapping and tests within 24hrs if your team can get us quick responses on whether or not the tests were successful. If we run into any problems we just need prompt responses to get through the troubleshooting but we aren't anticipating any issues as the previous integration went fairly smoothly. However, we do have a bottleneck on executing the backfill after the tests are approved. It will take us approximately ~12-15hrs to get all 900 leads sent over. We will need to do the bulk of this overnight but as it spills into the next day it will slow down due our normal daily activities. Therefore if we don't encounter any issues I believe we can get this completed within 48-72hrs.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:21:34

*Thread Reply:* looks good to me

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:23:00

*Thread Reply:* Ok and you guys have what you need and the contact info

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:23:29

*Thread Reply:* Yes, we will get it done. Wood Pellets then AFFF

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:23:40

*Thread Reply:* They said all signed cases. Did we send them Signed & Declines last time?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:24:07

*Thread Reply:* I am sure for now they only care about the good cases but still just want to make sure

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:25:46

*Thread Reply:* We did not send Signed & Declined last time

πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:25:57

*Thread Reply:* OK sending response now then

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:31:28

*Thread Reply:* @Dwight Thomas and @Daniel Schussler if you both have bandwidth collaborate together to try to knock this out quickly. @Dustin Surwill once approved I am assuming we use your script to flip all of the statuses to re-triggered to run overnight and then check in the morning how far we got?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:32:33

*Thread Reply:* I do not have a script that changes statuses. We do that manually

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:34:04

*Thread Reply:* I could of sworn we had a way to bulk change the status for a backfill?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:34:25

*Thread Reply:* Import wizard just with LeadID and the retriggered status?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:35:25

*Thread Reply:* Are you talking about the page_size adjusting javascript? When you say script, I assume Python

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:36:17

*Thread Reply:* Ok maybe not python but ya your UI scrapper thing that we can use to simulate the user and just flip statuses

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 12:37:28

*Thread Reply:* What we normally do is set bulk change status per page in inbox or change inbox page size to encompass all leads then bulk change status.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 12:41:36

*Thread Reply:* Okay yes that is what I mean. It is not manual in the sense of someone flipping each status by hand. Would you not consider that a script Lol?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 15:12:18

@Nicholas McFadden Here are the logs from the 3 test leads for the 3 Wood Pellets campaigns. Do you want to ask ELG to verify the tests or someone else on the team?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 15:28:45

Who was the contact that they used prior?

Daniel Schussler (dschussler@shield-legal.com)
2025-03-05 15:30:25

Troy Maxwell

Malissa (malissa@shield-legal.com)
2025-03-05 15:30:58

Treven Pyles Treven@elglaw.com; Troy Maxwell tmaxwell@elglaw.com in our office."

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 15:32:36

I'll send it

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 15:33:15

but adding the integrations distro to the chain in case they respond and I can't

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 15:34:05

or I guess Ill just add Dwight and Daniel directly since that is all who is missing

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-05 15:35:43

And me (should just use the distro)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 15:36:03

Your're already on the thread

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-05 17:07:21

@here just wanted to give everyone a shoutout on getting this ELG campaign turned around so quickly! We are getting to showcase how effective/efficient integrations has become! Good work all

πŸŽ† Dustin Surwill, Zekarias Haile
❀️ Malissa
:burn_elmo: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-03-05 17:43:17

Muy excelente!

Malissa (malissa@shield-legal.com)
2025-03-05 17:45:02

Great job you guys! @here

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-10 15:53:21

Does anyone have a better way to do the following query? leads = p.query(f""" SELECT l.contactid, l.id as leadid, firstname, middlename, lastname, co.displayname, cellphone, homephone, workphone, createdate, updatedate, documentscount, lsource.name as source, ct.name as casetype, ca.address1, ca.address2, ca.city, st.name AS state, ca.zip, primaryemail, secondaryemail, dateofbirth, dateofdeath, ls.name as Status, companyname, gender, age, (SELECT MAX(date) FROM lead_history_status WHERE leadid=l.id AND tostatus = 'Signed e-Sign' GROUP BY leadid) AS esigndate FROM lead l LEFT JOIN contact co ON l.contactid = co.id LEFT JOIN lead_status ls ON l.statusid = ls.id LEFT JOIN case_type ct ON l.casetypeid = ct.id LEFT JOIN contact_address ca ON co.id = ca.contactid AND ca.isprimary = TRUE LEFT JOIN lead_source lsource ON lsource.id = l.sourceid LEFT JOIN state st ON st.id = ca.stateid WHERE casetypeid=%s AND statusid IN ({", ".join(["%s"] ** len(status_ids))}) ORDER BY l.id ASC""", (case_type, **status_ids))

Dwight Thomas (dwight@shield-legal.com)
2025-03-11 16:19:30

This course is recommended for everyone?

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-11 16:19:49

Yes, that is the one we are doing

Dwight Thomas (dwight@shield-legal.com)
2025-03-11 16:19:57

AWESOME!!!

Dwight Thomas (dwight@shield-legal.com)
2025-03-12 10:34:42

good morning everyone. I am logged in from home.

πŸ‘:skin_tone_3: Daniel Schussler
πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_4: Ahsan
Dwight Thomas (dwight@shield-legal.com)
2025-03-12 11:55:49

If we are having the 10:00 AM can someone put me in a Huddle so I can hear the updates?

πŸ‘ Zekarias Haile
Ahsan (ahsan@shield-legal.com)
2025-03-12 11:58:21

*Thread Reply:* think we are skipping that, everyone has other meetings

πŸ‘:skin_tone_5: Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-03-12 12:12:54

*Thread Reply:* and i stole the whiteboard. that's all that happened that was interesting. @Dwight Thomas

:awesome_dance: Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-03-12 15:45:51

@here we have integrations for Bailey Glasser right?

Daniel Schussler (dschussler@shield-legal.com)
2025-03-12 16:25:34

yeah sorry i just saw this message

Daniel Schussler (dschussler@shield-legal.com)
2025-03-12 16:25:39

we definitely have some

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 16:27:26

IL Juv Hall Abuse

Dwight Thomas (dwight@shield-legal.com)
2025-03-12 18:22:51

PULL REQUEST SUBMITTED: Added Chowchilla AWD

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-12 18:25:12

*Thread Reply:* Good to test

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2025-03-12 18:25:48

*Thread Reply:* On it now...

Dwight Thomas (dwight@shield-legal.com)
2025-03-12 18:55:08

*Thread Reply:* Tested Successfully

πŸ‘ Dustin Surwill
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-16 21:11:52

@here weather here is bad flights been delayed. Spoke with Cam and I am going to work remote this week and try to fly back next Sunday.

πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-16 21:12:43

I’ll be online and working the entire time so ping me if you need anything. Hold down the fort for me while I’m out.

πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-03-17 11:40:28

@here i'm working on a project for Cam so i'll miss today. @Dustin Surwill @Nicholas McFadden I sent over an email about a new integration coming.

@Dwight Thomas ACTS πŸ™„

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-03-17 11:42:24

If we skip today that is fine but please send me updates on all the inflight projects, new requests, and/or any roadblocks anyone is having

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-17 12:43:25
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-18 17:10:04

To install Pycharm run the following command in a terminal and hit escape when then admin window pops up: winget install JetBrains.PyCharm.Professional

πŸ‘ Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-03-21 13:25:55

@Dustin Surwill how are we doing on the Bard PowerPort BCL/Simmons integration?

Zekarias Haile (zhaile@shield-legal.com)
2025-03-21 13:28:15

@Malissa hopefully I would send a test by the EOD.

❀️ Malissa
Malissa (malissa@shield-legal.com)
2025-03-24 15:35:59

@Dustin Surwill @Ahsan can you guys send me the stuff you want me to bug Becker about?

Ahsan (ahsan@shield-legal.com)
2025-03-24 15:37:38

*Thread Reply:* is everything an appropriate ask? JK this would be the big things but @Dustin Surwill can chime in and confirm β€’ new udfs for vga β€’ udfs for their other campaigns β€’ confirmation a sign decline field added for their campaigns so we can pipe those over

βœ… Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-03-24 15:38:51

*Thread Reply:* @Ahsan whatever you guys have been bugging him about but haven't gotten an answer is fine.

Ahsan (ahsan@shield-legal.com)
2025-03-24 15:40:18

*Thread Reply:* also add in the formatting of the gamer tags

Ahsan (ahsan@shield-legal.com)
2025-03-24 15:40:22

*Thread Reply:* but that should be it

Malissa (malissa@shield-legal.com)
2025-03-24 15:40:51

*Thread Reply:* ok

Malissa (malissa@shield-legal.com)
2025-03-26 14:45:36

@Dustin Surwill @Nicholas McFadden Can you guys take a look at the email from Eric Brenner and reply about doing a test?

Ahsan (ahsan@shield-legal.com)
2025-03-26 15:43:33

*Thread Reply:*

Malissa (malissa@shield-legal.com)
2025-03-26 15:44:24

*Thread Reply:* P Sherman 42 Wallaby Way Sydney

Malissa (malissa@shield-legal.com)
2025-03-26 15:43:35

@Dustin Surwill @Nicholas McFadden

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-26 16:01:26

@Malissa All of the testing we currently do requires a case type. There may be a way to test without a case type but we are not trained on that currently

Malissa (malissa@shield-legal.com)
2025-03-26 16:09:32

give me a few minutes and i'm going to send in the info to the call center

Dwight Thomas (dwight@shield-legal.com)
2025-03-26 16:25:54

Headed to the doctor..., I'll respond back to you guys as soon as I can.

πŸ‘:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-03-27 12:00:46

The conference room is available

Malissa (malissa@shield-legal.com)
2025-03-27 16:22:45

@Dwight Thomas @Dustin Surwill We have integration with ACTS Chowchilla Campaigns right?

Dwight Thomas (dwight@shield-legal.com)
2025-03-27 16:33:49

*Thread Reply:* Yes we do

Malissa (malissa@shield-legal.com)
2025-03-27 16:26:24

also, important question re ACTS: does Tort use a Web importer to open SmartAdvocate files?

Ahsan (ahsan@shield-legal.com)
2025-03-27 16:34:59

@Malissa this is the list for the Chowchilla Womens Prison Abuse - ACTS - Crump - Shield Legal

659434
637314
657663
666292
624850
320238
637211
656746
663127
66180
Malissa (malissa@shield-legal.com)
2025-03-27 16:39:33

Thanks @Ahsan. I've reached out to Mark Mina to see if he can send me what he has too

Dwight Thomas (dwight@shield-legal.com)
2025-03-28 17:13:29

So this is the look of the executable for LR Database Reports. I have two last steps to account for the date range to be passed to the report generating function and the case type report generation for case types that have been updated.

Dwight Thomas (dwight@shield-legal.com)
2025-03-28 17:13:34
:noice_nice: Ahsan
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-28 17:18:19

@deleted-U07PQ4H089G: This is the complete list for Camp Lejeune. We also need the referral source added

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-02 10:13:56

@here going to be remote today

πŸ‘ Dustin Surwill, Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-04-02 10:35:07

hi @here Can you guys see why the webhook didn't trigger for this one? 706312 (Maryland - BG - Levinson)

Ahsan (ahsan@shield-legal.com)
2025-04-02 10:42:42

*Thread Reply:* @Malissa you can check the activity log to see if the email fired off

Malissa (malissa@shield-legal.com)
2025-04-02 10:43:51

*Thread Reply:* I did. It did not

Malissa (malissa@shield-legal.com)
2025-04-02 10:44:12

*Thread Reply:* BG confirmed they didn't receive it. They knew about it but no docs came over

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 10:54:18

*Thread Reply:* I'll take a look

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 10:57:21

*Thread Reply:* ok the automation is turned on on LR, triggered by retriggered and esign final

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 10:58:07

*Thread Reply:* correct case type, correct email

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 10:58:40

*Thread Reply:* looks like everything in the lawruler automation is correct

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 10:59:40

*Thread Reply:* email got sent, email got delivered .

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 10:59:43

*Thread Reply:* i'll check our logs now

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 11:00:40

*Thread Reply:* hmm looks like it never triggered the automation

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 11:02:19

*Thread Reply:* nothing from what i can see would suggest why it didn't

Ahsan (ahsan@shield-legal.com)
2025-04-02 11:03:43

*Thread Reply:* Did you check to see if the automation has docs on?

Malissa (malissa@shield-legal.com)
2025-04-02 11:03:48

*Thread Reply:* Interesting. I'm worried it will happen again

Ahsan (ahsan@shield-legal.com)
2025-04-02 11:03:50

*Thread Reply:* @Daniel Schussler

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 11:03:55

*Thread Reply:* i did

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 11:04:18

*Thread Reply:*

Daniel Schussler (dschussler@shield-legal.com)
2025-04-02 11:26:14

*Thread Reply:* After reviewing it with dustin, the automation did trigger and the lead was sent but the docs were not sent

Malissa (malissa@shield-legal.com)
2025-04-02 11:26:37

*Thread Reply:* Which would explain why they knew about it

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-02 11:29:59

*Thread Reply:* This is the error the docs gave us. This is weird since the intake should have been created 2 seconds earlier. This is sending to BG via lead docket "Got response to "706312-Brian Ronald Nettles-Intake.csv": &lt;Response [200]&gt; {"success":false,"message":"The 10 minute window to upload via the opportunity endpoint has passed."}"

Malissa (malissa@shield-legal.com)
2025-04-03 11:48:13

@here we have guests in the building this morning fyi

πŸ‘ Zekarias Haile
Ahsan (ahsan@shield-legal.com)
2025-04-03 12:39:37

*Thread Reply:* I will wear my dinner bathrobe today then

πŸ˜‚ Malissa
Malissa (malissa@shield-legal.com)
2025-04-03 12:41:06

*Thread Reply:* It's Rick Meadow, Jon, Kyle, and Parker from SGGH

Zekarias Haile (zhaile@shield-legal.com)
2025-04-04 11:50:03

Testtt

Dwight Thomas (dwight@shield-legal.com)
2025-04-07 10:12:29

Good Morning team. I am working this morning from home and will be in after my doctor's appointment (12:30 - 1:00ish)

:copy_emoji: Ahsan, Zekarias Haile
πŸ‘ Dustin Surwill
πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-08 14:30:50

@Dwight Thomas https://github.com/shield-legal/internal-tools-site

πŸ‘:skin_tone_5: Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-04-09 13:19:20

@Ahsan @Dustin Surwill where are we with Meadow stuff? I'm sure you're getting this question a lot

Ahsan (ahsan@shield-legal.com)
2025-04-09 13:20:17

*Thread Reply:* What stuff specifically? We are still waiting on the mappings for all the cases. Becker has not given further guidance for the gamer tags.

Ahsan (ahsan@shield-legal.com)
2025-04-09 13:21:09

*Thread Reply:* We got sandbox access but that is a generic environment all dev teams send data into to make sure stuff is working, the vga campaigns are live so a sandbox really wouldn't work too well for that, other case types yes.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 13:19:50

Waiting on UDFs for all campaigns

Malissa (malissa@shield-legal.com)
2025-04-09 13:20:02

VGA?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 13:20:19

And maybe testing in the sandbox, which Jon and SA are talking about.

Malissa (malissa@shield-legal.com)
2025-04-09 13:34:29

@here can you message me your integration updates by EOD today

πŸ‘:skin_tone_3: Daniel Schussler
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-09 13:37:35

@Nick Ward has joined the channel

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 13:42:42

@Daniel Schussler please update this doc with information from monday and the rest of the team: https://docs.google.com/document/d/1qPoAMkGBTjs4fRzw2NR2xTlSkMdR0dyYO6uXj1km1Jk/edit?usp=drivesdk

πŸ‘ Zekarias Haile
πŸ‘:skin_tone_3: Daniel Schussler
Ahsan (ahsan@shield-legal.com)
2025-04-09 13:44:28

*Thread Reply:* meadows updated on this now.

Zekarias Haile (zhaile@shield-legal.com)
2025-04-09 14:19:40

*Thread Reply:* updated.

Malissa (malissa@shield-legal.com)
2025-04-09 13:44:40

@Daniel Schussler @Dustin Surwill the reason i ask is because we need to get back into the cadence of daily reporting in the integrations channel.

πŸ‘Œ Dustin Surwill
Ahsan (ahsan@shield-legal.com)
2025-04-09 13:56:14

@Dustin Surwill made a pr with all the meadow fixes for the pii switch on all their campaigns. Please review and approve and then I can retrigger those outstanding leads to make sure they hit and what doesnt we caqn escalate to rahul

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 14:03:37

*Thread Reply:* Those are all VGA campaigns right? Shouldn't the injured party and signer be different for all of those?

Ahsan (ahsan@shield-legal.com)
2025-04-09 14:46:12

*Thread Reply:* No because they have changed age criteria 4 times, 9-14, 8-15, then up to 24, then back to 8-15

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 16:08:21

*Thread Reply:* Do all the signer and injured fields mentioned in your changes already exist in the mapping files?

Ahsan (ahsan@shield-legal.com)
2025-04-09 16:09:18

*Thread Reply:* I believe so but I am going to double back and check, once I finish the fl financials. I think if the signer field does not exist for a particular mapping to remove it yea?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-10 10:31:07

*Thread Reply:* No only remove if the injured field does not exist

πŸ‘:skin_tone_4: Ahsan
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 16:11:24

@Daniel Schussler if all the updates are in the doc. Please copy and paste it into the integrations channel mentioning ryan at the beginning of the message. https://themedialaboratory.slack.com/archives/C05GHTD7M24

Daniel Schussler (dschussler@shield-legal.com)
2025-04-09 16:14:23

Ok

Daniel Schussler (dschussler@shield-legal.com)
2025-04-09 16:20:31

@Dustin Surwill done .

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-09 16:20:57

Thank you

πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-04-10 10:17:43

@Dwight Thomas is Ashwin's email helpful?

Dwight Thomas (dwight@shield-legal.com)
2025-04-10 11:13:01

Indeed it is..., Let's get this knocked out today.

Malissa (malissa@shield-legal.com)
2025-04-10 11:16:23

great!

Dwight Thomas (dwight@shield-legal.com)
2025-04-10 11:39:48
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-10 11:40:22

You have ask Sunnie or Anthony

Malissa (malissa@shield-legal.com)
2025-04-10 11:42:35

@Dwight Thomas try now

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2025-04-10 15:26:58

So it appears that LA Wildfires - ACTS - ACTS - Shield Legal was rushed in the development of the Law Ruler campaigns and "possibly" no one sought input from ACTS when this campaign was originally created. I have sent them a copy of the API Documentation previously, but yesterday's email was a response to that and almost all of the questions we currently have in Law Ruler are not accounted for by ACTS in Smart Advocate.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-10 15:28:28

*Thread Reply:* https://themedialaboratory.slack.com/archives/C01EQF51UTC/p1736457031229319

Cameron Rentch (https://themedialaboratory.slack.com/team/UHMC40W4E)
Dwight Thomas (dwight@shield-legal.com)
2025-04-10 15:27:20

How would you guys suggest we approach this?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-10 15:32:15

*Thread Reply:* All of our data dumps into the comments box not matter if a UDF exists

Dwight Thomas (dwight@shield-legal.com)
2025-04-10 15:34:13

@Dustin Surwill - In the first sheet, we have the UDFs from ACTS. The data from this request is not comparable to from the spreadsheet Ashwin sent us.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-10 15:35:07

@here AI notes from the call that just ended.

Overview The Technical Integration Coordination Meeting, titled "Shield/SA meeting," focused on the integration status and challenges associated with the Smart Advocate system's connection to SHIELD. Sean Parker initiated the discussion, highlighting issues with VGA data reconciliation and the Case Sync API usage, particularly concerning cases not returning Smart Advocate IDs after submission. Ahsan conducted a live test which revealed that the system returned an existing case ID instead of creating a new one, prompting concerns about the testing environment. Jon Becker advised the SHIELD team to pivot to using the Case Sync API for their integration, necessitating a complete redesign rather than a simple endpoint adjustment, with an estimated completion timeline by Monday. The meeting concluded with action items assigned, including the creation of a sandbox environment to replicate production conditions and a follow-up call scheduled for Monday to track progress, with relevant updates to be shared by team members in the interim.

Notes Integration Status and Challenges (03:21 - 17:33) β€’ Sean Parker opened the meeting to discuss the Smart Advocate integration with SHIELD β€’ Jon Becker identified two outstanding projects: VGA data reconciliation (handled by Max) and Smart Advocate integration for SHIELD β€’ Rahul Doshi shared Case Sync API documentation in the chat for SHIELD to reference β€’ SHIELD team confirmed they had been using the Case Sync API for secondary interview updates but not for initial case creation β€’ Integration issues centered around cases not returning Smart Advocate IDs after submission Testing the Integration (17:34 - 30:12) β€’ Ahsan performed a live test by sending a test lead through the integration β€’ Test lead contained dummy information with all fields completed β€’ The system returned an ID but Ashley couldn't find the new case in Smart Advocate β€’ Discovered the test was returning an existing case ID from January rather than creating a new case β€’ Confusion around whether the test was going to production or sandbox environment β€’ Issue identified: possible disconnect between HTTP post endpoint and Case Sync API functionality ️ Integration Path Forward (30:13 - 38:15) β€’ Jon Becker requested clear direction: 'Play in the sandbox. Smart Advocate give direction. SHIELD do the directions.' β€’ SHIELD team needs to rebuild their integration using the Case Sync API instead of the simple HTTP post method β€’ Nick estimated approximately 8 hours of work (6 hours to build, 2 hours to test) to recreate the integration β€’ Integration needs to be redesigned from the ground up rather than a simple endpoint swap β€’ Initial timeline estimate for completion: middle of next week (Wednesday) Next Steps and Follow-up (38:20 - 45:27) β€’ Team agreed to set up a follow-up call for Monday to check progress β€’ Max confirmed he would send a progress report on Sunday evening about repairing existing data β€’ Agreement to create a sandbox that mimics the production environment with the same UDFs β€’ Rahul confirmed they could create a sandbox using a copy of the production database β€’ Nick offered to send the Zoom link for Monday's meeting with Smart Advocate representatives (Max and Igor) Action items SHIELD Team β€’ Rebuild the integration using Case Sync API instead of HTTP post method (37:41) Max Rosmarin β€’ Send progress report on repairing existing data by Sunday evening (40:10) Smart Advocate Team β€’ Create a sandbox environment using a copy of the production database with matching UDFs (42:59) Nick McFadden β€’ Send Zoom link for Monday's follow-up meeting (44:45) β€’

Malissa (malissa@shield-legal.com)
2025-04-11 11:56:10

@here Baypoint is looking for an update on their go-live status for IL YRTC with SGGH. Just FI

Malissa (malissa@shield-legal.com)
2025-04-11 11:56:12

FYI

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-11 12:04:23

Thanks @Malissa. Let’s be mindful of time Zoe s and get them the update before they are panicking near EOD.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 13:08:11

@Zekarias Haile or @Dwight Thomas Can we get IL YRTC ready for testing by Monday morning? https://mondaycom.page.link/mc3swKMX1eYaJyJ17

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 13:25:41

*Thread Reply:* @Daniel Schussler can you squeeze this in between DL integrations?

Daniel Schussler (dschussler@shield-legal.com)
2025-04-11 13:26:55

*Thread Reply:* Probably, if we have the necessary files. @Malissa said we were going to have a meeting with them monday morning

Daniel Schussler (dschussler@shield-legal.com)
2025-04-11 13:27:35

*Thread Reply:* Or at least try to schedule one with them by then

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 13:28:20

*Thread Reply:* Use one of the other baypoints as a template at least get PII mapped if we do not have the fields

Daniel Schussler (dschussler@shield-legal.com)
2025-04-11 13:31:56

*Thread Reply:* Ok. But what that looks likes is basically copy paste with zero changes, literally

πŸ‘ Dustin Surwill
Daniel Schussler (dschussler@shield-legal.com)
2025-04-11 13:32:27

*Thread Reply:* we don't have anything from them. But we can test send their PII of course

Dwight Thomas (dwight@shield-legal.com)
2025-04-11 13:15:48

Does this take precedence over LA wildfires? If so, yes, I can do this. If not, they probably won’t be ready until Monday afternoon.

Zekarias Haile (zhaile@shield-legal.com)
2025-04-11 13:21:50

I'm also working on MB's dashboard and having some issues with that, so I wont be able to make it ready by Monday

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 14:48:02

@Daniel Schussler @Darrell Are docs flowing correctly for Paraquat DL / LegaFi?

Darrell (darrell@shield-legal.com)
2025-04-11 14:48:09

@Darrell has joined the channel

Darrell (darrell@shield-legal.com)
2025-04-11 14:59:20

Yes they are in DocRio

πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-04-11 15:32:41

@Dustin Surwill @Daniel Schussler @Nick Ward @Nicholas McFadden Baypoint is free after 1pm on Monday. what works? I'll set it up

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-11 15:33:57

1:30_2:30P is booked for Meadow and Smart Advocate

πŸ‘:skin_tone_3: Daniel Schussler
Malissa (malissa@shield-legal.com)
2025-04-11 15:35:41

How long do you guys think we'll need with baypoint?

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-11 15:40:07

Might be good to go at 1 and get it out of the way if ya'll think it will be brief. The Meadow/SA stuff might run for a while.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 15:44:23

Bay point should be brief. We should have a successful test by then

Malissa (malissa@shield-legal.com)
2025-04-11 15:45:20

1-1:30?

Malissa (malissa@shield-legal.com)
2025-04-11 15:45:45

speaking of baypoint, can we check these to see if they fired off correctly? Baypoint says they didn't get them.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 16:08:22

*Thread Reply:* Here is our logs.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-11 16:08:24

Here is our logs.

Ahsan (ahsan@shield-legal.com)
2025-04-11 16:22:28

@Dustin Surwill updated the sa login class script, please review the PR here

Malissa (malissa@shield-legal.com)
2025-04-15 10:40:52

@Dustin Surwill @Nicholas McFadden @Nick Ward @Dwight Thomas Good Morning!

Malissa (malissa@shield-legal.com)
2025-04-15 10:41:16

I'll bring this up today but I spoke with Cam yesterday about the ACTS Wildfire situation.

πŸ‘€ Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-04-15 10:52:19

he politely said "aww hell nah" and told me to politely tell them "aww hell nah"

🀣 Nicholas McFadden, Ahsan
Malissa (malissa@shield-legal.com)
2025-04-15 10:53:06

the retainer has been pulled so we won't see any more

Malissa (malissa@shield-legal.com)
2025-04-15 13:05:47

@Dustin Surwill @Daniel Schussler reminder to send daily updates to the integrations channel

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-15 13:23:27
Malissa (malissa@shield-legal.com)
2025-04-15 14:24:37

*Thread Reply:* Cool but Cam won't look at it lol.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-15 14:27:43

*Thread Reply:* But does he look at the slack message? What is the purpose of the daily updates?

Malissa (malissa@shield-legal.com)
2025-04-15 14:44:36

*Thread Reply:* He does look at it. Might not be all the time but the one time he wants to see it.... lol

Malissa (malissa@shield-legal.com)
2025-04-15 14:45:30

*Thread Reply:* Purpose of the daily updates is for alignment and it shows that yes things are being worked. So if someone asks him about an integration he can consult that and have a quick update. will he always do it? probably not. Does he expect it to be there if he needs it? yeah

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-15 15:55:58

*Thread Reply:* Regardless @Dustin Surwill of you questioning whether or not Cameron is reading your updates, you have stakeholders who need to know what is going on. The boards are not helpful for everyone and the updates in the 10AM are not moving the needle either. After all of this time, the communications from Integrations internally and externally leave a lot to be desired. The passive ratings do not show any sense of urgency and the notes have no substance. cc: @Nicholas McFadden @Malissa

Malissa (malissa@shield-legal.com)
2025-04-15 13:05:56

Dustin i need to get with you about the format. I'm working on some ideas

Zekarias Haile (zhaile@shield-legal.com)
2025-04-17 13:42:11

@Malissa Can you please send a follow up email to SA? also mention that it's for integration with Ben Crump Bard Powerport - BCL - Simmons Cooper - Shield Legal

Malissa (malissa@shield-legal.com)
2025-04-17 13:42:36

@Zekarias Haile on it! πŸ™‚

πŸ‘ Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-04-17 13:43:10

following up on the one you sent Tuesday right?

Zekarias Haile (zhaile@shield-legal.com)
2025-04-17 13:43:34

yes

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-18 15:50:55
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-21 12:53:00

@here I had a conflict at 10A this morning, so if there is anything relevant for me, Anthony or Brittany, please let me know.

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-22 14:16:13

SA "Incident_date" should be correct

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-24 13:18:48

If you would like dark mode in GCP: https://console.cloud.google.com/user-preferences/appearance?invt=Abuv8Q&project=tort-intake-professionals

accounts.google.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-24 13:32:26

@here BCL meeting in CR1?

Dustin Surwill (dsurwill@shield-legal.com)
2025-04-24 16:54:31

SGGH Zapier: ShieldIntLemon34

Malissa (malissa@shield-legal.com)
2025-04-25 13:02:42

@here I'm a little stuck working on a setup. I don't think i'll make the huddle today. Please slack me if you need me

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-25 14:00:51

@Malissa are you able to make sure we get a fee split ID for Darrell and Daniel at the time of campaign kickoff? It might be a new ask at contract time, but seems reasonable, right? It is needed for the integration with Litify.

Malissa (malissa@shield-legal.com)
2025-04-25 14:05:58

fee split is in the retainers so as long as cam gets the correct retainer we'd have it

Malissa (malissa@shield-legal.com)
2025-04-25 14:06:38

fee split is in the retainers so as long as cam gets the correct retainer we'd have it

Malissa (malissa@shield-legal.com)
2025-04-25 14:36:01

what we can do is when there's a new integration for DL, @Darrell can shoot me a message with the fee splits he needs. Worst case i can show him where they are in the retainers. πŸ™‚

Darrell (darrell@shield-legal.com)
2025-04-25 14:46:43

@Malissa The challenge isn't knowing the fee split (most of the time). Its fairly obvious from the campaign names. The issue is the campaign name, that may say FlatIrons 50 in Law Ruler, corresponds a record in DiCello Levitt Litify, that may or may not say FlatIrons 50. We need DiCello Levitt to create them and send us the Id. Example: a4CVT000000ogaL2AQ Sometimes the record doesn't yet exist in DL Litify (latest example is Instant Soup Cup Child Burns). And since it doesn't exist, DL paralegals have referenced the wrong one on the 16 child matters they have set up. I've reached out to get it resolved

😯 Malissa
Daniel Schussler (dschussler@shield-legal.com)
2025-04-25 15:54:34

Its basically ready to test once we get it

Dwight Thomas (dwight@shield-legal.com)
2025-04-28 09:46:16

Good morning T. I’m requesting to work from home today. I have some stomach bug going on and quite frankly you be a lot more convenient. Just use my oldrestroom.

Zekarias Haile (zhaile@shield-legal.com)
2025-04-28 10:01:34

*Thread Reply:* Feel better!

πŸ‘:skin_tone_5: Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-04-28 11:56:42

*Thread Reply:* uhoh SpaghettiOs! Feel better

πŸ‘:skin_tone_5: Dwight Thomas
Malissa (malissa@shield-legal.com)
2025-04-29 11:35:54

good morning @here. I have a TON of things this morning and i won't be in the huddle

πŸ‘ Dustin Surwill
πŸ‘:skin_tone_4: Zekarias Haile
Edward Weber (edward@tortintakeprofessionals.com)
2025-04-29 12:48:03

@Edward Weber has joined the channel

Dwight Thomas (dwight@shield-legal.com)
2025-04-29 16:32:29
Dwight Thomas (dwight@shield-legal.com)
2025-04-29 16:32:32
Ahsan (ahsan@shield-legal.com)
2025-04-30 13:26:05

@Edward Weber can you come to the cave when you can, so I can give you a run through on the financials query :signalcaveengineering_cave:

Edward Weber (edward@tortintakeprofessionals.com)
2025-04-30 13:32:08

*Thread Reply:* Yes

Malissa (malissa@shield-legal.com)
2025-04-30 15:26:23

heads up @here!

Malissa (malissa@shield-legal.com)
2025-04-30 15:26:33

sounds like AWKO is going to want to start doing API

Ahsan (ahsan@shield-legal.com)
2025-04-30 15:27:16

*Thread Reply:* @Edward Weber this sounds like your thing now πŸ˜†

:cool_cool_cool: Edward Weber
Dustin Surwill (dsurwill@shield-legal.com)
2025-04-30 18:22:55

*Thread Reply:* All campaigns? Current and/or future?

Malissa (malissa@shield-legal.com)
2025-04-30 18:59:49

*Thread Reply:* Waiting for more details from Andy.

Malissa (malissa@shield-legal.com)
2025-04-30 18:59:57

*Thread Reply:* Definitely future

Malissa (malissa@shield-legal.com)
2025-04-30 15:26:46

i told andy to get me as much info as possible

πŸ‘ Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-05-02 10:51:56

@here Meadow/Seeger Depo - are we good to go on the seeger end?

Zekarias Haile (zhaile@shield-legal.com)
2025-05-02 10:53:27

*Thread Reply:* yes

Malissa (malissa@shield-legal.com)
2025-05-02 10:54:14

*Thread Reply:* thank you!

:yourewelcome: Zekarias Haile
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-02 13:01:40

We need to research why these leads do not have an external_id and when they tried to process: https://docs.google.com/spreadsheets/d/1a2wsnrHcg8jZsuWdoKm7MBcUazrtuPzoYSxo9tnpKbg/edit?usp=sharing

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-06 12:54:39

@Dwight Thomas @Nicholas McFadden SGGH meeting will be in CR#1

πŸ‘ Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-06 13:02:19

What time?

Daniel Schussler (dschussler@shield-legal.com)
2025-05-06 13:02:35

right now. the Dicello meeting has just started as well

Daniel Schussler (dschussler@shield-legal.com)
2025-05-06 13:03:38

right now. the Dicello meeting has just started as well

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 14:01:07

Smart Advocate support ticketing system: https://smartadvocate.assist.com/portal/session/new Smart Advocate knowledge base for support tickets: https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/2031386653/How+to+Submit+a+Support+Ticket New knowledge base: https://smartadvocate.na4.teamsupport.com/knowledgeBase

πŸ‘:skin_tone_3: Zekarias Haile
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-07 14:03:36
Malissa (malissa@shield-legal.com)
2025-05-08 10:41:59

@Dustin Surwill @Ahsan Do you guys still need my help in bugging Jon for AZ UDFs?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 15:49:23

@Daniel Schussler @Zekarias Haile Can one of you please review this PR? https://github.com/shield-legal/gcp-integrations/pull/179 Specifically the mapping.json files

πŸ‘:skin_tone_3: Zekarias Haile
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-08 15:49:57

@Daniel Schussler @Zekarias Haile Can one of you please review this PR? https://github.com/shield-legal/gcp-integrations/pull/179 Specifically the mapping.json files

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-09 11:20:31

select ** from lead_data where substring(external_id from '\d+$')=any(ARRAY[2503070,2503139,2503141]::text[]) order by intake_processed_at desc

:meow_attention: Edward Weber
Ahsan (ahsan@shield-legal.com)
2025-05-12 14:24:11

Lunch for

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-13 16:33:53
Dwight Thomas (dwight@shield-legal.com)
2025-05-13 16:35:14

looks like my spot is back.

Malissa (malissa@shield-legal.com)
2025-05-13 16:42:49

every time I've gone by those picnic tables a security guard is stationed there. like wth.

Dwight Thomas (dwight@shield-legal.com)
2025-05-13 16:48:30

I'm back on

Zekarias Haile (zhaile@shield-legal.com)
2025-05-14 12:01:17

I wont be joining the meeting. I have meeting with Ryan

πŸ‘ Dustin Surwill
:chompy: Edward Weber
Malissa (malissa@shield-legal.com)
2025-05-14 13:22:43

@here reminder - open enrollment ends Friday

πŸ‘:skin_tone_3: Daniel Schussler, Zekarias Haile
:thank_you: Edward Weber
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-15 12:45:56

SGGH meeting will be in CR#2

πŸ‘:skin_tone_3: Zekarias Haile
Malissa (malissa@shield-legal.com)
2025-05-16 11:31:07

@here Last day for open enrollment.

Malissa (malissa@shield-legal.com)
2025-05-16 11:31:15

if you didn't do it yesterday, you have to do it today or you're SOL

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-18 00:35:02
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-20 12:17:54

To add to our schedule calendar make an event [Name] - [OOO or Remote] and invite SL Data Schedule as a guest

:meow_attention: Edward Weber
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-22 15:09:07

@Dwight Thomas @Zekarias Haile @Daniel Schussler Do not hesitate to message me, even if I am in a meeting. I would rather you message me then wait for me to get back to my desk or my meeting to end

πŸ‘:skin_tone_5: Dwight Thomas
πŸ‘:skin_tone_3: Daniel Schussler, Zekarias Haile
Dwight Thomas (dwight@shield-legal.com)
2025-05-27 11:14:56

Good Morning everyone. When we have our 10:00 AM Meeting can someone include me in a huddle?

πŸ‘:skin_tone_3: Zekarias Haile, Daniel Schussler
πŸ‘ Edward Weber
Malissa (malissa@shield-legal.com)
2025-06-02 09:24:16

hi @here I will be WFH today due to bad mexican food. Please reach out to me if you need anything

πŸ‘:skin_tone_3: Zekarias Haile, Daniel Schussler
πŸ‘ Edward Weber, Dustin Surwill
🌯 Daniel Schussler
πŸ₯Ί Dwight Thomas
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-06-02 12:20:36

*Thread Reply:* Feel better soon!

Malissa (malissa@shield-legal.com)
2025-06-02 12:33:11

*Thread Reply:* Thank you!

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-02 12:26:41

Please make sure either me or the integrations dl are on all client communications

πŸ‘€ Zekarias Haile
Daniel Schussler (dschussler@shield-legal.com)
2025-06-03 10:10:48

Crash by my hw entrance might be later than usual

πŸ‘:skin_tone_3: Zekarias Haile
🫠 Edward Weber
Daniel Schussler (dschussler@shield-legal.com)
2025-06-03 10:10:56

Crash by my hw entrance might be later than usual

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-04 13:17:11

Please add the DB to postgres using the following screenshots:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-04 15:37:22

@here have a really bad migraine. Went home to get some meds and will be down for a bit. I’ll jump back online later so ping me if you guys need anything and lll try to get to it later. Also, can reach out to Dustin for anything more urgent.

πŸ™:skin_tone_3: Daniel Schussler, Zekarias Haile
Edward Weber (edward@tortintakeprofessionals.com)
2025-06-04 15:37:50

*Thread Reply:* Sounds good. Feel better soon πŸ™

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-12 14:11:41

@Daniel Schussler @Zekarias Haile Once google has fixed their issues, please find and retrigger any failed integrations.

πŸ‘:skin_tone_3: Zekarias Haile, Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-12 17:48:53

Can someone work a SQL query in the DB that outputs all lead ids and their sign date (max(date) from lead_history_status) where the casetypeid is in the integrations.api_triggers and enabled and where the lead id is not in integrations.integration_log?

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-13 12:21:55

Kathy D'Agostino [9:09 AM] > @here Happy Friday everyone! > > As we head into summer and the temperatures are rising, we want to remind everyone about our Dress Code Policy that we all must comply with - NO exceptions. This dress code applies to weekends as well. > > No spaghetti straps, tank tops, tube tops or halter tops > No flip flops, crocs, slippers > No shorts > No leggings, ripped or frayed jeans > No graphic t-shirts > Dresses and skirts must meet the professional standard and ensure they are not too short > No workout attire > No hoodies or sweatpants > > As always, if you are questioning wearing it to work, then don’t! > > We appreciate everyone’s compliance, stay cool and safe!

Dustin Surwill (dsurwill@shield-legal.com)
2025-06-17 12:00:57

@Daniel Schussler @Dwight Thomas @Zekarias Haile Don't forget to login to the Google Meet for me to participate

πŸ‘:skin_tone_3: Zekarias Haile, Daniel Schussler
πŸ‘ Edward Weber
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-18 12:02:46

*Thread Reply:* Meeting late?

Malissa (malissa@shield-legal.com)
2025-06-18 11:50:49

@here just FYI, i'm still getting caught up from being out. slack me if you need anything

πŸ‘:skin_tone_3: Zekarias Haile
Dustin Surwill (dsurwill@shield-legal.com)
2025-06-18 12:02:47

Meeting late?

Malissa (malissa@shield-legal.com)
2025-06-19 12:03:44

@here yes i know i suck. I'm working on a financial report. O.o Ping me if you need me

Malissa (malissa@shield-legal.com)
2025-06-23 13:32:30

@here i have brookies at my desk. (Cookie-brownie hybrid)

:meow_attention: Edward Weber
Daniel Schussler (dschussler@shield-legal.com)
2025-06-23 16:05:49

i'll come by.. maybe

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-08 11:21:49

> Kathy D'Agostino [8:52 AM] > @here Good morning everyone! We wanted to post a friendly reminder because we have seen an increase in folks letting their coworkers in on the side doors. This is not allowed at all. > Please ensure you are complaint. We appreciate the support!

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

Please fill out the questions for the following test lead: https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=684244 You can use https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=686238 as a guide but make sure the answers are different and every question is filled out (trigger the conditional logic to make sure all the fields are shown)

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-22 12:34:03

> Anthony Soboleski [10:20 AM] > @here > Good morning everyone, > Important notice: It's come to my attention that people have been signing test leads, this is not permitted. > Nobody on the floor is allowed to sign any document themselves in Law Ruler, and failure to comply will result in disciplinary action. > If you have any questions please reach out, thank you. I will have to talk to him about this but for now, do not sign an test leads

πŸ‘:skin_tone_3: Daniel Schussler
Dustin Surwill (dsurwill@shield-legal.com)
2025-07-23 17:43:14

*Thread Reply:* This is allowed if the intake agent is set to TEST TEST beforehand

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-23 17:43:16

This is allowed if the intake agent is set to TEST TEST beforehand

Dwight Thomas (dwight@shield-legal.com)
2025-07-24 10:56:09

Here are the SGGH Payload:

MI Juv Hall Abuse - Ghozland - SGGH - Meadow Law - Shield Legal (2076) MI Juv Hall Abuse OSOL - Ghozland - SGGH - Meadow Law - Shield Legal (2077) MI YRTC Abuse - Ghozland - SGGH - Meadow Law - Shield Legal (2078) MI YRTC Abuse OSOL - Ghozland - SGGH - Meadow Law - Shield Legal (2079) MI Juv Hall Abuse - AFG - SGGH - Meadow Law - Shield Legal (2090) MI Juv Hall Abuse OSOL - AFG - SGGH - Meadow Law - Shield Legal (2091) MI YRTC Abuse - AFG - SGGH - Meadow Law - Shield Legal (2092) MI YRTC Abuse OSOL - AFG - SGGH - Meadow Law - Shield Legal (2093)

Dustin Surwill (dsurwill@shield-legal.com)
2025-07-28 16:54:59

*Thread Reply:* Approved. Please rename with the campaign names and send to Stephan @ Handled with the same list of people on the chain as the last chain. Ask about the co-counsels and approval.

Malissa (malissa@shield-legal.com)
2025-08-01 11:40:47

@here I've got some pinkbox donuts over here if anyone wants one

:meow_attention: Edward Weber
:burn_elmo: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-08-15 10:19:38

Crash on the 215 east bound

πŸ‘€ Dustin Surwill, Edward Weber
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-08-22 13:23:58

@Richard Schnitzler has joined the channel

πŸ‘ Richard Schnitzler
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 11:06:55

Next test to firm, try having the subject like:

Daniel Schussler (dschussler@shield-legal.com)
2025-08-28 11:13:31

huh? im a bit confused sorry

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 11:25:19

In LawRuler..., the email automation tab. Change the Header to those parameters?

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 11:25:51

In LawRuler..., the email automation tab. Change the Header to those parameters?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 11:28:36

Yes, give it try

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 11:31:57

OK.

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 11:32:25

I'll run another test for Caseworks before we merge

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 11:58:14

Worked like a charm.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 12:00:41

Let use that going forward then

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2025-08-28 12:00:53

I agree

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 12:01:13

Are we having the 10:00 AM? I am in the google meet session

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 12:04:09

not really

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 12:06:31

OK. Well I believe we are ready to Merge for Caseworks. Whenever you're ready, merge the changes and let me know. I will then run two live test (Civilian, Military) to send Ashley.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 15:41:15

*Thread Reply:* Before merge, lets send a test to the firm for their approval (test case type only)

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:41:53

*Thread Reply:* OK They should have two from last night

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:42:04

*Thread Reply:* I'll send the email with the info.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 15:42:09

*Thread Reply:* 2152 right?

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:42:18

*Thread Reply:* yes

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 15:42:34

*Thread Reply:* Ok

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 12:08:28

Did we not pay our bill for Monday?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 12:28:03

That is not the problem but it is being worked on. No ETA at the moment @Dwight Thomas

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2025-08-28 12:32:02

Going to take my lunch now. It's 12:30 and I'm hungry. If you need me Slack Me.

πŸ‘ Dustin Surwill
Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:08:17

Is there a test for filtering that is occurring? We seem to have a much larger than normal amount of filtered leads

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 15:19:01

*Thread Reply:* You can add a filter: https://support.google.com/a/users/answer/9300019?hl=en

support.google.com
Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 15:08:38

filtered leads?

Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:09:23
Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:09:55

Also, are you OK with merging the Caseworks branch to main?

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-28 15:09:55

probably someone hit the save global notifications again

πŸ‘:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2025-08-28 15:10:26

I am ready to send the final tests.

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-29 10:58:29

The email from case works this morning, was actually from Tuesday but caught in the spam filter