Craig Smith (craig@brandlytics.io)
2024-10-21 12:27:13

@Cameron Rentch @Dustin Surwill Guys, this meeting is canceled, I’ll get with Sean at BP to get it rescheduled.

👍 Dustin Surwill
👌 Cameron Rentch
Cameron Rentch (cameron@internetthings.com)
2024-10-21 13:03:58

@Dustin Surwill please reply with a detailed precise and full report on integration with Baypoint for Bard Powerport. NOTE this consists of

Simmons Cooper (litigating firm) Bridge Legal Baypoint (direct with them)

Need this ASAP

Cameron Rentch (cameron@internetthings.com)
2024-10-21 13:04:11

@Craig Smith ^

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-21 13:10:12

@Cameron Rentch Integration is complete to Simmons, no backfill needed. We do not have information on where to send for Bridge Legal or Baypoint.

👍 Craig Smith
Cameron Rentch (cameron@internetthings.com)
2024-10-21 13:16:40

@Dustin Surwill elaborate on Bridge and Baypoint. Get with Nick W and Nick MF and get entire history so it is clearly exlained to craig.

👍 Dustin Surwill
Cameron Rentch (cameron@internetthings.com)
2024-10-21 13:17:09

ty

Cameron Rentch (cameron@internetthings.com)
2024-10-21 13:24:05

also @Craig Smith in our last conversation with Sean at Baypoint, I believe we were waiting on :

  1. Them to circle back to us with more information to post directly to Baypoint (Internal)
  2. Bridge to secure customer facing technical staff to work with us on posting to their system
👍 Craig Smith
Dustin Surwill (dsurwill@shield-legal.com)
2024-10-21 14:29:51

@Craig Smith Email was sent to all involved parties with the following update on Baypoint Bard Powerport: • Campaign went live without clear notification to Integrations that an integration was required. Did not have contact with Simmons until September 17 upon first QA test with API docs. • We have successfully integrated with the endpoint provided in the API DOCS attached. From our current understanding this is a salesforce endpoint which we believe is Simmons system. • Stephanie Weiss confirmed the QA lead sent Friday 10/18 to be acceptable for production. • Stephanie confirmed no backfill is needed. • Stephanie confirmed integration for new leads are required. The automation is configured per this requirement. • Integration is complete and live!

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-10-21 15:26:22

@Cameron Rentch @Dustin Surwill Sean Kelly at Bay Point is free this Wed. @ 10am PST. Would that work for you guys? Focus would be to discuss the integration for their new campaign, IL Juv Hall with Bailey Glasser. And specifically Bailey Glasser's secondary interview info.

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-21 15:37:16

*Thread Reply:* Works for me

👍 Craig Smith
Cameron Rentch (cameron@internetthings.com)
2024-10-21 15:55:26

@Craig Smith works for me

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-10-23 11:42:56

@Dustin Surwill Dustin, please see below/attached from Sean Kelly at Bay Point. Wanted you to see this before our call in a few.

-----------------------------

In prep for todays discussion, we have made some adjustments to our URL versus Body Parameters in an effort to make this more clean and ensure we receive the minimum necessary fields via the URL Parameters.

Please find the attached for the Sexual Abuse Campaign API Documentation.

I can provide values specific to this campaign as well like handlingFirm, matterType, vendor, orderId etc.

Bay Point API Documentation - Sexual Abuse.pdf
👍 Dustin Surwill
Craig Smith (craig@brandlytics.io)
2024-10-24 11:11:19

@Dustin Surwill @Cameron Rentch as a follow up to the call with Bay Point yesterday, can you give me a block or two that would work for the working session you discussed? I can then send to Bay Point and Bridge to get it scheduled

Cameron Rentch (cameron@internetthings.com)
2024-10-24 11:27:01

@Dustin Surwill on you to provide

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-24 13:43:00

Tuesday or Wednesday 10-12 we are available.

👍 Craig Smith
Cameron Rentch (cameron@internetthings.com)
2024-10-24 15:36:23

@Craig Smith FYI^

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-10-24 15:37:45

@Cameron Rentch @Dustin Surwill I send Sean Kelly at BP those options, waiting to hear back

Cameron Rentch (cameron@internetthings.com)
2024-10-24 15:42:17

cool @Craig Smith I dont need to be involved Dustin can handle with the team

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-10-31 11:30:18

@Dustin Surwill @Cameron Rentch Cam and Dustin - Sean Kelly at Bay Point texted me. He thought we were good following our call last week, but said he has not seen any tests or follow ups for them to review any leads coming in. He wants to see the tests and make sure they accurately post... I'm getting ready to send the group another invoice for $300k for Bard PP and I just want to get ahead of this in case they ask about the status on integration. Thanks!

Dustin Surwill (dsurwill@shield-legal.com)
2024-10-31 11:40:21

There have not been any more tests or leads since after Law Ruler went down on Monday we have not been able to use the automation in Google to sent leads. • Bard PowerPort - Bay Point - Simmons - Shield Legal: Complete on Oct 18 • Illinois Juvenile Hall Abuse - BG - Bay Point - Shield Legal: Needs to be tested • PFAS Water Contamination - Baypoint - ELG - Shield Legal: Needs to be tested (possible Brigify needs to change their mapping, we have confirmed with Bay Point the correct fields)

Cameron Rentch (cameron@internetthings.com)
2024-10-31 11:44:51

@Dustin Surwill we need to figure out some other solution.

Craig Smith (craig@brandlytics.io)
2024-10-31 11:58:37

@Dustin Surwill @Cameron Rentch Ok, I was unaware of that. Cam, any suggestions here?

Cameron Rentch (cameron@internetthings.com)
2024-10-31 12:11:37

@Craig Smith please explain to Sean that we are experiencing some technical restrictions from Lawruler that we are working through. We expect this to be resolved within the next day or so, then we can resume the final testing.

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-10-31 13:07:36

@Dustin Surwill @Cameron Rentch When back up and testing resumed, please let me know. Thanks!

👍 Dustin Surwill
Craig Smith (craig@brandlytics.io)
2024-11-05 10:10:07

@Cameron Rentch @Dustin Surwill Cam and Dustin - I wanted to get an update to Sean Kelly at Bay Point on final testing. Is Lawruler back up speed?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 11:10:54

Yes, we have been communicating with Sean about the final testing.

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-11-05 11:57:59

@Dustin Surwill @Cameron Rentch Here is email I just reveived from Scott Duncan at Bay Point after I asked for additional $300k for Bard PP:

——

Craig,

Kevin let us know he requested 10 replacements. I’m sure we will hear from you or him once those are fulfilled.

What is the latest on the integration? We decided last tranche to hold off until that is complete (@Sean Kelly). We also have a call with KJ to discuss their interest in continuing the campaign.

Cameron Rentch (cameron@internetthings.com)
2024-11-05 11:59:12

@Craig Smith these get credited back into their budget so we do not technically give them replacements. We credit their account.

Craig Smith (craig@brandlytics.io)
2024-11-05 12:04:31

@Cameron Rentch ok thank you. the big question is the integration, they want that fully implemented before sending next tranche. I don’t want to pause but certainly don’t want to go over

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 12:11:45

For Illinois Juvenile Hall Abuse - BG - Bay Point - Shield Legal, the integration is almost complete. Sean has asked Mia at Bridgify (11/4) to verify some data that is not populating correctly. Once we get that verification, it should take less than 2 business days to finish the integration.

Craig Smith (craig@brandlytics.io)
2024-11-05 12:13:47

@Dustin Surwill thank you

Craig Smith (craig@brandlytics.io)
2024-11-05 12:15:27

@Dustin Surwill what is status on Bard PP integration? That is the most urgent as they are waiting to fund the next round

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 12:23:28

The Bard PowerPort - Bay Point - Simmons - Shield Legal integration was completed and signed off on Oct 21 2024. Simmons contacted us Nov 4 with 5 issues they are seeing, we are fixing those issues today.

Craig Smith (craig@brandlytics.io)
2024-11-05 12:33:39

@Dustin Surwill on Bard, what’s the status on integration with Bridge (bridgify)?

Dustin Surwill (dsurwill@shield-legal.com)
2024-11-05 12:42:18

We were not asked for integration with Bridge, only Simmons for that campaign.

Craig Smith (craig@brandlytics.io)
2024-11-05 12:45:30

@Dustin Surwill I don’t believe that’s the case, i’m on a call now but please discuss with Cam. They want Bridge integration on everything

Cameron Rentch (cameron@internetthings.com)
2024-11-05 12:48:14

@Craig Smith to my knowledge, Bridge has not provided or responded to us with regards to having resources to integrate. Sean was going to circle to them, then regroup with us, which to my knowldge he has not. Our latest integration, I believe, is with Simmons Cooper and directly with Baypoint. I am getting on a call now with integration team and we will circle back to you.

Craig Smith (craig@brandlytics.io)
2024-11-05 12:49:11

@Cameron Rentch @Dustin Surwill Ok. But based on our call with Sean a couple of weeks ago, I think he thinks that was all about the integration with Bridge.

Cameron Rentch (cameron@internetthings.com)
2024-11-05 12:50:03

@Craig Smith that was not what I recalled? I did not recall hearing anything about Bridge? I believe the integrations he is talking about is dorectly with Baypoint

Craig Smith (craig@brandlytics.io)
2024-11-07 15:00:28

@Cameron Rentch @Dustin Surwill Email below from Sean Kelly earlier (see attached API doc)

Dustin/Shield Legal Team,

Please find the attached PowerPort API documentation.

I also have provided the fields necessary specific to this Campaign:

matterType: PowerPort orderId: 7578639 handlingFirm: Simmons Hanly Conroy vendor: Shield Legal

I reviewed your master sheet sent over, looks like the majority of these fields you have available to capture/map and post, let me know if any not currently capturing and can discuss further.

API Documentation - PowerPort (Intake).pdf
Cameron Rentch (cameron@internetthings.com)
2024-11-07 15:18:46

@Dustin Surwill let's make sure we escalate this to top priority and reply to Sean Kelly today regarding approximtae timeline for completion

👍 Craig Smith, Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2024-11-07 18:56:44

I tasked an integrations member to work on it today. It is a priority, I will respond to Sean shortly

🙌 Cameron Rentch
Craig Smith (craig@brandlytics.io)
2024-11-07 19:40:07

@Dustin Surwill Tbank you!

Craig Smith (craig@brandlytics.io)
2024-11-08 11:12:00

@Cameron Rentch @Dustin Surwill Your additional work and communication with Bay Point has been very helpful. They plan to extend the campaign and wire $300k on Tuesday. Appreciate it!

👏 Dustin Surwill
Cameron Rentch (cameron@internetthings.com)
2024-11-08 11:42:41

great @Craig Smith and good job @Dustin Surwill

👍 Craig Smith
Craig Smith (craig@brandlytics.io)
2024-11-12 15:09:18

@Dustin Surwill @Cameron Rentch Cam and Dustin - This email came in just now from Sean Kelly at Bay Point:

“Scott was discussing additional funding on PowerPort, but before we give green light there, wanted to understand updates to timelines to completion on us receiving PowerPort and Sexual Abuse Cases via API for Intake Fields/Documents?”

Cameron Rentch (cameron@internetthings.com)
2024-11-12 16:02:02

@Dustin Surwill need you to please reply with specific timeline for integration completions ASAP. note @Ryan @Nick Ward

👍 Dustin Surwill