Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 16:47:04

My notes from the SGGH meeting: 2/20/2025 signed & declined = normal integration + declined email (only send to intakes@sgghlaw.com) on final continue to send email + normal integration ask NEOS: can it be sent as a case instead of intake (kasia will ask) asked kasia for an account into neos (delayed until we can see the sandbox, need to confirm with parker)

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 10:01:09

Joe is messaging me saying that Darrell’s email is getting Failed API notifications

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 10:01:27

Please look into this immediately

👍:skin_tone_3: Daniel Schussler
Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:29:38

have a lead, looking into it

🙏 Nicholas McFadden
Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:33:16

need joe to log me into salesforce though

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:33:23

not responding

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 10:34:09

I messaged him

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:34:13

thanks

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 10:39:02

He says he did it

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:40:33

yep im on

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:44:49

Don't see anything on litify, law ruler, or BQ. I asked joe to forward me one of the emails

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:59:14

Confirmed with Darrell, its all good.

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:59:32

Emails are suggesting that leads that are attempting to come in are dups

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:59:55

"When the same name, email, etc gets inserted into LR it’s looking for a leadid for record to update

Or block as a dupe"

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 10:59:59

ok to ignore

Daniel Schussler (dschussler@shield-legal.com)
2025-05-09 11:00:06

ok to ignore

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-09 11:00:11

👍:skintone3:

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:42:05

Hey Abe said he found 178 leads in Litify on a non-flatirons MD Juv hall

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:42:32

Hey Abe said he found 178 leads in Litify on a non-flatirons MD Juv hall

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:42:59

Can you guys check the mappings and @Daniel can you check Litify to see if you see the same?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:48:04

They just sent a list which I forwarded to you guys

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:48:13

Hoping on a call with Abe now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:55:49

Dustin I know you showed me those two and that’s the only two I saw too but Abe is saying he thinks there is one without Flatirons and maybe with Bowersox?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:56:20

I reached out to Mal and Anthony but both seem to be gone. Not crazy urgent so we can discuss more tomorrow

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-12 18:57:13

In LR Bowersox is only partnered with BG or ELG

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-12 18:57:37

Ok thanks

Daniel Schussler (dschussler@shield-legal.com)
2025-05-13 15:25:16

Edward said that we are good for matched law ruler leads for all of them except the three that are in orange

Column G is the confirmed law ruler ID #s for each one

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-13 15:53:23

Here are the case types they are spread across: case type,count MD Juvenile Hall Abuse - Bailey Glasser - Rhine - Shield Legal,2 MD Juv Hall Abuse - Bailey Glasser - Van - Shield Legal,11 MD Juv Hall Abuse - BG - Bowersox - Shield Legal,53 MD Juv Hall Abuse - BG - Issacs and Issacs - Shield Legal,64 MD Juv Hall Abuse - BG - Walsh - Shield Legal,3 MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal,6

👍 Nicholas McFadden
Dustin Surwill (dsurwill@shield-legal.com)
2025-05-13 15:54:56

Here are the case types they are spread across: case type,count MD Juvenile Hall Abuse - Bailey Glasser - Rhine - Shield Legal,2 MD Juv Hall Abuse - Bailey Glasser - Van - Shield Legal,11 MD Juv Hall Abuse - BG - Bowersox - Shield Legal,53 MD Juv Hall Abuse - BG - Issacs and Issacs - Shield Legal,64 MD Juv Hall Abuse - BG - Walsh - Shield Legal,3 MD Juv Hall Abuse - DL/BG - Flatirons - Shield Legal,6