Public Channels

Want to give you an update we were able to make the connection work. There was an issue with the credentialing of the data account, but we got that fixed. We are currently testing a revamped version of the insurance bad faith flow. If we get this working, our PA flow files will require modification, but it is progress.

🙏 Nicholas McFadden

Dwight Thomas (dwight@shield-legal.com)

2024-08-30 11:42:51

OK, finishing up my meeting now. We are able to establish a connection and trigger the flow with this outlook connector. However, due to different methods of handling the data we will have to modify each power automate flow file.

👍:skin_tone_4: Ahsan

Dwight Thomas (dwight@shield-legal.com)

2024-08-30 11:43:29

I am finishing up some troubleshooting that we started during our meeting. Tom had to go to another meeting so we’ve have scheduled a follow up for Wednesday at 8 AM in the meanwhile I’m gonna take what we’ve discovered and attempt to get this to process.

Dwight Thomas (dwight@shield-legal.com)

2024-08-30 11:44:07

I’ll be headed into the office around 10:30 AM. I should get there no later than 11 AM.

Ahsan (ahsan@shield-legal.com)

2024-08-30 16:52:47

Update: Vanlaw Chowchilla, MPA test successful, SA id sent to Em to confirm test results and doc posting. Waiting for greenlight to productionalize it

Meadow: Intake changed monday, have to redo some mapped fields and then test on Sat morning. MPA test will have docs for sat morning. Email sent to Ashley about this update

Baypoint: Sent file folders yesterday to evan atkinson and craig on a g drive. Haven't heard any feedback so likely fine. MPA flow build on tuesday.

Dwight Thomas (dwight@shield-legal.com)

2024-08-30 17:17:00

Updates:

Wagstaff - Ready to be implemented into production.

ACTS: six out of nine of the campaigns have been implemented into production. The final three are on deck, but priority has been decreased.

Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks.

Pennsylvania Juvy Hall Lakin - Signed off. In Production. Need to monitor over the next few days as Over the Limit Quotas have prevented leads from processing.

CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: Internal testing completed. Have begun the QA process with David from Vogelzang.

NEC - AWD - Wagstaff - Shield Legal - completed law ruler automation. Power automate automation in progress.

Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress.

Out of Call Volume Quota - All the controls hit their limits. Successfully tested the Outlook 365 control for both Insurance Bad Faith and Vogelzang. Will document the conversion process from Google Mail Controllers to Outlook 365.

Dwight Thomas (dwight@shield-legal.com)

2024-09-03 11:57:17

https://drive.google.com/drive/folders/1N-HTIwRA6tKkr8km6ofdGRHZGkKkQmjb

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-03 14:00:22

@here I moved 2 campaigns into the On Deck group of the board. There are still 13 in the backlog section that popped up this past week. I cannot find any inkling that these should be queued for API, but have a feeling that many will be.

Ahsan (ahsan@shield-legal.com)

2024-09-03 18:12:53

Update: PFAS Baypoint/Bridge: • building MPA payload with Daniel Vanlaw: • awaiting doc server name to send test leads with docs Meadow VGA: • awaiting server name to send test leads with docs

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 10:34:25

Ahsan..., are you testing Chowchilla - Van - Long Form Interview - VAN - Shield Legal

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-04 11:07:01

@here FYI leads are pushing very slowly or timing out coming from Leadspedia to Law Ruler. Support and Branden are aware. If you see anything odd (more than usual) in LR, please let me know.

👍:skin_tone_5: Dwight Thomas

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-04 11:08:13

Also, we need a time set for the session with Vogelzang. They have expressed dissatisfaction again via Sales already this morning. @Nicholas McFadden @Dwight Thomas when is the best time? Remember, they are on CST.

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 11:13:40

Whenever they are available, I am. I sent an email to David asking if he has any availability today.

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 11:14:58

I am working on this campaign now..., I will update you when I have any progression in this process @Nicholas McFadden @Nick Ward

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-04 12:44:22

Going to be remote today. I’m working on finalizing some things for DL and Flatirons. If you need me for the Volgelzang meeting at 1pm I can attend but could use the time back. Regardless have to be at another meeting at 2pm.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-04 12:50:34

@Dwight Thomas @Daniel Schussler The lead Paul Anderson 564540 (73047) that was just sent had an issue where no custom data passed through. Please investigate

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 12:58:29

https://wagstafflaw.lawruler.com/lawruler-parsing.aspx?Key=6084A579C6CA45059910B47CE286B&FirstName=Paul&LastName=Anderson&LeadProvider=AWD Law&Hear=Shield Legal&Status=Signed Retainer Contract&CaseType=Paraquat&CellPhone=(&Email1=samisdawn277@gmail.com&Address1=1329 E Cinnabar Ave #3&City=Phoenix&State=AZ&Zip=85020&DOB=08/08/1954&WhenToContact=Mornings&custom792=Paul&custom793=Anderson&custom794=Paul&custom795=Anderson&custom796=40&custom797=50&custom798=SHL-564540&dupcheck=0

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 12:59:01

Here is the URI that was used to pass parameters to Wagstaff.

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 12:59:18

The Custom Data is populated

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-04 13:00:44

was there an earlier attempt that created 73047?

Dwight Thomas (dwight@shield-legal.com)

2024-09-04 13:02:03

No. The URI you see was generated when Lead ID 73047 was re-triggered.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-04 13:09:55

This was a new lead so only 1 wagstaff LeadId should have been created something happened to have created 73047 and 73053. I wonder if the payload sent twice and the remaining info is on 73053. Either way they are saying they didn't receive data and we need to figure out why. Check to see if the flow skipped any steps.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-04 13:52:55

ICYMI the Vogelzang campaign went live this morning for traffic.

👍:skin_tone_5: Dwight Thomas

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-05 15:20:52

@Dwight Thomas this is the reply from Wagstaff for the test... The endpoint and keys are the same for all case types. The only thing that would change is the value for CaseType. If you are still in testing, I would like you to also use status = Pending. Once it has been successfully tested, please use the production status, which can be found in the API guide

Ahsan (ahsan@shield-legal.com)

2024-09-05 17:18:01

Updates:

Van Law: • sent another test lead, waiting on Em's confirmation lead is good to switch to prod Meadow VGA: • sent another lead to Ashley, waiting on confirmation a few udf fields populate to go into prod • When VGA goes prod, can clone and set the Ghozland live as well, just need to add one line in for cocounsel being Ghozland Baypoint: • payload for MPA made, building flow, trying to transfer flow into Danials MPA account to build flow.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-06 12:43:34

The capacity and limits of Microsoft Power Automate flows depend on the type of Office 365 license you have and the specific usage within Power Automate. Here are some key capacity limits for Power Automate within Microsoft 365:

Flow Runs • Per User Plan: Users can run up to 5,000 flow runs per month. • Free Plan: Users have a much lower threshold, typically around 750 runs per month. • Per Flow Plan: This is a higher-tier option that allows flows to run unlimited times but requires an additional licensing purchase.
API Calls • The default API request limits for Power Automate users with a Microsoft 365 license are capped at 6,000 requests per user, per day. This limit includes all API requests made through flows, such as reading and writing to databases or interacting with connected apps.
Flow Frequency • Flows can run every 1 minute in premium versions, whereas, in standard Microsoft 365 licensing, the minimum interval is 5 minutes for automated and scheduled flows.
Connectors • Power Automate supports over 500 connectors to integrate with various apps and services. However, certain premium connectors may require additional licensing.
Storage Capacity • Each Power Automate environment within Microsoft 365 comes with a base 2GB of database storage and 10GB of file storage. More storage can be purchased or allocated depending on the specific needs of the flow.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-06 12:44:21

I imagine this has been found by you guys, but if not, wondering if this is helpful...

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-06 17:35:32

@here We owe Cam a thorough update to close out the week. Please post your updates here asap. Thanks!

👍:skin_tone_5: Dwight Thomas

Ahsan (ahsan@shield-legal.com)

2024-09-06 17:38:19

Updates:

Van Law Chowchilla: • Prod on monday, lead last name not loading, contact info has to be flipped to client, only 125 leads working through them VGA Meadow: • Went live, waiting to see if we get a quota limit • If test holds well, the Ghozland goes live Monday PFAS Bay point: • Building MPA Flow, payload is made, working flow though

👍 Nick Ward

Dwight Thomas (dwight@shield-legal.com)

2024-09-06 17:51:39

Paraquat: Wagstaff - Ready to be implemented into production.

NEC - AWD - Wagstaff - Shield Legal - completed law ruler automation. Power automate automation in progress.

ACTS: six out of nine of the campaigns have been implemented into production. I have created the Law Ruler and Power Automate automation files. I will be testing this evening. QA process should begin Monday. The final two are on deck, but priority has been decreased.

Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks.

PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal – In Production. Have been asked to create the automation for PA Juvenile Hall Abuse - Lakin - Lakin - Shield Legal.

CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: Updating the process of how we POST to Salesforce. Our typical Payload upload via JSON is not working when posting to Salesforce. Will be sending off test leads this weekend.

Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress.

Sexual Abuse Chowchilla with Flatirons as referring Law Firm- completed law ruler automation. Power automate automation in progress.

Sexual Abuse Chowchilla Levinson as referring Law Firm - completed law ruler automation. Power automate automation in progress.

Outlook Conversion Process – Updated three Power Automate campaigns. Will continually update processes when I can.

👍 Nick Ward

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 10:09:45

Good morning @here . Hope the weekend was nice. I was glad for a full football slate. Now we dive right back in 🤿

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 10:10:36

@Ahsan Cameron is looking for a Powerport update early this morning. Did you make progress over the weekend with what they provided? Cc: @Nicholas McFadden

Ahsan (ahsan@shield-legal.com)

2024-09-09 10:28:29

@Nick Ward yes. Their docs say if we have questions they don’t have to let them know so they can build on their end. We have a few that don’t map. However if they want to exclude the ones that don’t map we can start building the MPA Flow. Mapping and the rest of our process is done.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 10:36:22

Got it, thanks @Ahsan. Go ahead with the mapping, but send me the questions that don’t map, please. Is it feasible to think it can be mapped and tested today?

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 10:37:24

Need to make this happen asap.

Dwight Thomas (dwight@shield-legal.com)

2024-09-09 16:09:11

Hello Nicks..., do either of you have the URI information for Asbestos - BG - Levinson? I am not finding any of that information in my email.

Ahsan (ahsan@shield-legal.com)

2024-09-09 16:50:01

To send to Joe:

migrate rahat account org to the shield dev org so we can easily share flows.

@Nick Ward @Nicholas McFadden

👍 Nick Ward

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 16:56:14

*Thread Reply:* Joe and I are texting about this now...

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 16:54:47

@Ahsan do you have the Bay Point ELG and Torticity projects in Monday updated appropriately? I believe they can/should be closed out...lmk please

Ahsan (ahsan@shield-legal.com)

2024-09-09 17:05:19

Updates:

PFAS Water contamination: • MPA flow still being built waiting on Cindy to confirm if minimum parameters will generate an id for the call to push docs to bridge and if Cindy is good with using bridge's intake so we can simplify the flow. Target for completion provided Cindy responds today or tomorrow is 9-11 or 912ish with a test lead. Van law Chowchilla complete: • Meadow VGA • sent 11 prod leads to Ashley, waiting for confirmation she is good with everything so we can retrigger all previous leads. Flow is working. On confirmation Ghozland VGA gets turned on also. Power Port: • mapping complete building flow, test lead tomorrow 9-10, completion (hopefully once client confirms QA) 9-11.

Monday board is also updated. Torticity was cancelled btw per that email a few weeks ago @Nick Ward @Nicholas McFadden

Ahsan (ahsan@shield-legal.com)

2024-09-09 17:21:16

rahatyasir@shieldlegal767.onmicrosoft.com

z4^3nP:xUV&==~

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 17:39:32

@Ahsan I emailed Evan and sent the invite. The only angle I can see his point from is IF he doesn't use gmail at all and cannot get logged in to even access it. That would be a problem, but it is surprising that that was approved by him in the first place.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-09 17:42:07

@Dwight Thomas tomorrow morning, let's reach out to Richard Franklin and set up a prioritization call for his list of campaigns. Even if he has a list longer than the last 3 he shared, we'll want to get them in the queue and perhaps @Daniel Schussler can get into the mix on these (even if the first one has to be rebuilt and then he can clone from there).

👍:skin_tone_5: Dwight Thomas

👍:skin_tone_3: Daniel Schussler

Dustin Surwill (dsurwill@shield-legal.com)

2024-09-10 11:20:03

@Dustin Surwill has joined the conversation

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 11:56:00

@Dwight Thomas for Asbestos - BG - Levinson, we found this from August 2023 that was shared at the start of the campaign. https://docs.google.com/spreadsheets/d/1HwyXtTR-E9EvqJyVBfAPaekJ9dSdpdVCFm9MBm2zv-w/edit?gid=0#gid=0

Asbestos - BG - Levinson - Shield Legal

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 11:56:22

*Thread Reply:* Will need to get endpoints/URL info yet to move on it I think, but if this gets you running...

👍:skin_tone_5: Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)

2024-09-10 12:01:15

*Thread Reply:* Yes, it has. I’ve set up the Web hook for law ruler, and once we get the endpoint information, I can begin the power automate file.

Dwight Thomas (dwight@shield-legal.com)

2024-09-10 12:01:44

I am in the Google meet environment. I have to step away for one brief moment, though my wife needs to use the restroom.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 12:55:44

Hey @here I mentioned this on the floor earlier, but for everyone, please look at the posted update in the Integrations channel from last night. This is the general format that Cam is looking for going forward. Until we can get the board updated to fit our real needs, please try to follow this format with your daily updates to Nick Mc. and I.

Note the estimated deadlines in the post as well. We need to be aggressive with this log of projects this week. If you need something, ask. If you don't get it quickly from Nick Mc. or myself, ask loudly. It will likely take extra hours to get through these, but we need to see more closure and/or movement to put pressure on clients. We have Cam's support if our escalations are being met and he will push for us.

Ahsan (ahsan@shield-legal.com)

2024-09-10 16:06:34

Update: Powerport connection test works got a 201 code with salesforce "id":"a1D6u000000odHBEAY". Shawn is currently flagging all the intake questions that we dont have and what we can split or build to match. Once she is done we can send/ask Bay Point to change their intake/update it. This does move timeline based on how quickly Bay point makes the changes etc.

@Nicholas McFadden @Nick Ward fyi if Cam asks

Ahsan (ahsan@shield-legal.com)

2024-09-10 17:12:55

Updates 9/10:

PFAS Baypoint: • waiting on Cindy to confirm paramaters to generate id to then push docs to bridge. • Email sent 9/9 and then follow up 9/10 no response as of 3pm today. • Lack of confirmation is holding up MPA flow • New tentative ETA 9/13 Van Law: • Automation turned on for leads post july • Pre july leads will be manually pushed • Sandra provided excel list, eta 9/13 Powerport: • Successful connection test with their payload. • Waiting on Anthony to confer with Tony about the 10 questions from bay point's intake to be added to ours. Then testing with MPA • ETA 9/14 Meadow VGA Levinson: • looking into a docs pushing issue possible for lead (Crisco), if turns into a nothing burger, Ghozaland turns on. Leads being sent in 100 chunks, once in am and once in evening to avoiding quota issues.

Dustin Surwill (dsurwill@shield-legal.com)

2024-09-10 17:41:46

I made a javascript bookmarklet that will enable client side sort of any column of the Law Ruler inbox table. To use make a bookmark with the following code as the url: javascript:(new Promise((t,e)=>{let r=document.createElement("script");r.src="<https://www.kryogenix.org/code/browser/sorttable/sorttable.js>",r.addEventListener("load",t),r.addEventListener("error",t=>e(t.error)),document.head.appendChild(r)}).then(()=>{console.log("Script loaded!"),($t=$("div.inbox").find("table")).find("th:lt(3)").addClass("sorttable_nosort"),$t.find("th:gt(2)").each((t,e)=>{(e=$(e)).html(e.html().replace("button","span")).off("click"),e.find("span").removeClass("js-table-order-btn").off("click")}),$t.find("td:contains(—)").attr("sorttable_customkey","-1"),sorttable.makeSortable($t[0])}).catch(console.error))

👍:skin_tone_4: Ahsan

Dwight Thomas (dwight@shield-legal.com)

2024-09-10 18:04:21

Paraquat - AWD - Wagstaff - Shield Legal Assigned to: Dwight Thomas Start Date: 7/31/24 Original Estimated Completion Date: 8/14/24 Revised Estimated Completion Date: 8/30/24 Days Behind Original Estimated Completion Date: 16 (DONE) Update: this is in production, but with the manual review of each lead still in effect

NEC - AWD - Wagstaff - Shield Legal Assigned to: Dwight Thomas Start Date: 8/22/24 Original Estimated Completion Date: 9/5/24 Revised Estimated Completion Date: 9/11/24 Days Behind Original Estimated Completion Date: 6 Update: Internal Testing Performed; Modifying minor changes. test lead planned for 9/10; client confirmed additional case type info 9/9; internal testing 9/10 prior to sending test to Wagstaff; possible reassignment of ownership

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal Assigned to: Dwight Thomas Start Date: 8/27/24 Original Estimated Completion Date: 9/10/24 Revised Estimated Completion Date: 9/10/24 Days Behind Original Estimated Completion Date: N/A Update: Set Up a Salesforce connection for direct connection to client server; Sent an email to David to confirm credentials. final test should post 9/11

CA Juv Hall Abuse - ACTS - SIL - ACTS Assigned to: Dwight Thomas Start Date: 8/9/24 Original Estimated Completion Date: 8/23/24 Revised Estimated Completion Date: 9/13/24 Days Behind Original Estimated Completion Date: 21 Update: ACTS queue deprioritized temporarily; call scheduled with client this week to gain complete list of requests and set expectations

Rosemead High School Abuse - ACTS Assigned to: Dwight Thomas Start Date: 8/9/24 Original Estimated Completion Date: 8/23/24 Revised Estimated Completion Date: 9/13/24 Days Behind Original Estimated Completion Date: 21 Update: ACTS queue deprioritized temporarily; call scheduled with client this week to gain complete list of requests and set expectations

Chowchilla - ACTS - Levinson (TC) - Shield Legal Assigned to: Dwight Thomas Start Date: 8/6/24 Original Estimated Completion Date: 8/20/24 Revised Estimated Completion Date: 9/13/24 Days Behind Original Estimated Completion Date: 24 Update: ACTS queue deprioritized temporarily; call scheduled with client this week to gain complete list of requests and set expectations

Chowchilla - ACTS/DL - Flatirons - Shield Legal Assigned to: Dwight Thomas Start Date: 8/6/24 Original Estimated Completion Date: 8/20/24 Revised Estimated Completion Date: 9/13/24 Days Behind Original Estimated Completion Date: 24 Update: ACTS queue deprioritized temporarily; call scheduled with client this week to gain complete list of requests and set expectations

Asbestos - BG - Levinson - Shield Legal Assigned to: Dwight Thomas Start Date: 8/22/24 Original Estimated Completion Date: /9/5/24 Revised Estimated Completion Date: 9/17/24 Days Behind Original Estimated Completion Date: 12 Update: (PLACED ON HOLD) - required docs from client pending; call 9/10 to escalate and acquire

LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal Assigned to: Dwight Thomas Start Date: 9/9/24 Original Estimated Completion Date: 9/23/24 Revised Estimated Completion Date: N/A Days Behind Original Estimated Completion Date: N/A Update: just starting process, but this can be cloned and move quickly

CA Juv Hall Abuse - Miller - Onder - Shield Legal Assigned to: Dwight Thomas Start Date: 9/9/24 Original Estimated Completion Date: 9/23/24 Revised Estimated Completion Date: N/A Days Behind Original Estimated Completion Date: N/A Update: just starting process, but this can be cloned and move quickly

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 18:06:05

@Ahsan Just confirmed with CSP/VSS that the secondary interviews for Van Law are being pushed via Law Ruler automation already. We should NOT include them in our intake API.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 18:07:11

*Thread Reply:* Mark Maniora set it up for them.

Ahsan (ahsan@shield-legal.com)

2024-09-10 18:07:29

@Nick Ward we may need to shut that automation going forward so all new leads that get the status secondary interview complete push to SA without causing/creating duplicates for van

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 18:08:44

Ok, let's talk to Alan and Mark in the morning and determine next steps. It sounds like Van Law is happy with that method at the moment, but they might not be thinking of the bigger picture and getting them both together.

👍:skin_tone_4: Ahsan

Dustin Surwill (dsurwill@shield-legal.com)

2024-09-10 18:44:08

Here is another javascript bookmarklet that lets you use custom page sizes for the Law Ruler inbox page. I do not recomment 10,000 records, it takes about 40 seconds to render. javascript:(function(){i=prompt('Items Per Page?', 1000);c=$.cookie('inboxRowsPerPage');$.when($('select.js-rows-per-page').append(`<option>${i}</option>`).val(i).trigger('change')).then($.cookie('inboxRowsPerPage', c));})()

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-10 23:10:10

@Ahsan let's chat in the morning about Van Law. I know we are ready to go live, but we need to make sure the record is in the project board

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-11 17:35:22

@Ahsan go ahead with Powerport asap without the other 10 questions. Null values are fine.

👍:skin_tone_4: Ahsan

Ahsan (ahsan@shield-legal.com)

2024-09-11 17:37:34

Updates:

PFAS: • waiting on Mia to confirm with bridge engineers minimum parameters to post new matter. • Testing if updates with doc push for existing ids on bridges system • ETA completion 9/13 Power port: • need clarification on the 10 question from their intake to ours. Waiting for cam guidance/go to have intake updated • Can fire a test lead with most of the questions not mapped but we already have successful connection • Bay point emails states they want to make the necessary salesforce objects to catch data we are collecting not on their intake, this extends time to completion. NEED clarification if we want to wait on them to do so. @Nick Ward @Nicholas McFadden

Ahsan (ahsan@shield-legal.com)

2024-09-11 17:39:29

@Nick Ward also found a vga for a different crisco where docs didn’t push this might be the one Ashley is talking about. Some of the 100 we sent had a csv conversion issue. MPA does this occasionally, may have to manually update this like van laws 50 leads. Will keep you in the loop.

@Nicholas McFadden fyi

Dwight Thomas (dwight@shield-legal.com)

2024-09-11 18:17:58

NEC - AWD - Wagstaff - Shield Legal Assigned to: Dwight Thomas Start Date: 8/22/24 Original Estimated Completion Date: 9/5/24 Revised Estimated Completion Date: 9/11/24 Days Behind Original Estimated Completion Date: 6 Update: Internal Testing Performed; Internal testing successful 9/11. Reviewing Test Leads created to send to Wagstaff; we can begin that process 9/12

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal Assigned to: Dwight Thomas Start Date: 8/27/24 Original Estimated Completion Date: 9/10/24 Revised Estimated Completion Date: 9/10/24 Days Behind Original Estimated Completion Date: N/A Update: Salesforce connection for direct connection to client server established om 9/11; Experienced Posting error that we are reviewing. Final test pending.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-11 18:33:47

@Dwight Thomas Just was informed that Brad Lakin is upset about where the emails are going for their integration. Below is what I received. I read this is the Lakin-Lakin API isn't set up, but that is the one Matt asked about and we never had the request. I have told Cam that we will spin it up quickly. Please look at the Lakin/AFG-Levinson to make sure the leads are going to the proper email addresses that they asked for at setup. Let me know how long it would take to have the Lakin/AFG-Levinson perfect, then how long to get Lakin-Lakin going. cc: @Nicholas McFadden

On our firm solo campaign with you that just launched, Dwight is sending all the emails to me and Matt individually contrary to our set up. He's been telling us for days that he would get it integrated and set up to receive the leads to our lead inboxes.

All leads need to go to these two emails:

Lead@championsfortheinjured.com Lead@championforinjured.com

I would appreciate if you could give it a little push along. It's creating a bunch of unnecessary work.

Dwight Thomas (dwight@shield-legal.com)

2024-09-11 18:42:21

First off…, I am not sending them anything other than the lakin/AFG-Levingson leads.

Dwight Thomas (dwight@shield-legal.com)

2024-09-11 18:43:23

The Lakin - Lakin leads are triggered in law ruler in a non-web hook campaign. I have an issue issue taking credit for something I didn’t do and I have an even bigger issue being blamed for something I had nothing to do with.

Dwight Thomas (dwight@shield-legal.com)

2024-09-11 18:43:36

All I’ve done is responded to Matt’s emails.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-11 18:59:11

We are on the same page and that is what I had communicated to Cam as well. I think that the communication breakdown starts with the expectation that we are setting up their Lakin-Lakin, but that hasn't been the case.

Ahsan (ahsan@shield-legal.com)

2024-09-12 13:52:04

@Nicholas McFadden

Ahsan (ahsan@shield-legal.com)

2024-09-12 17:48:05

Updates:

VGA: • new fields found today from Ashley, updating payload and retesting before turning automation back on. Power port: Test tomorrow am, payload made with nulls for the 10qs we did not have on our intake.

PFAS: • waiting on mia to confirm parameters for lead gen to push docs Van chow chilla long form: All leads sent today for backfill. Automation on so all new leads will pipe into sa

Dwight Thomas (dwight@shield-legal.com)

2024-09-12 18:09:40

Paraquat - AWD - Wagstaff - Shield Legal Assigned to: Dwight Thomas Start Date: 7/31/24 Original Estimated Completion Date: 8/14/24 Revised Estimated Completion Date: 8/30/24 Days Behind Original Estimated Completion Date: 16 (DONE) Update: Added logic to the Power Automate flow to accept and send declined leads. This is in production, but with the manual review of each lead still in effect

NEC - AWD - Wagstaff - Shield Legal Assigned to: Dwight Thomas Start Date: 8/22/24 Original Estimated Completion Date: 9/5/24 Revised Estimated Completion Date: 9/11/24 Days Behind Original Estimated Completion Date: 6 Update: Internal testing to begin 9/13 for added logic to the Power Automate flow to accept and send declined leads; we can begin that process 9/13

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal Assigned to: Dwight Thomas Start Date: 8/27/24 Original Estimated Completion Date: 9/10/24 Revised Estimated Completion Date: 9/10/24 Days Behind Original Estimated Completion Date: N/A Update: Salesforce connection for direct connection to client server established om 9/11; Experienced Posting error that we are reviewing. Final test pending.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-13 12:07:20

@Ahsan yehia@datavative.com COO james@datavative.com kbuchanan@simmonsfirm.com - Keri Dir of Tech & Ops kjaklevic@simmonsfirm.com - Kevin Bus Dev

Ahsan (ahsan@shield-legal.com)

2024-09-13 17:37:43

Updates:

VGA: • test lead sent with new mapping waiting on Ashley • Ghozland pending this test Powerport: • Waiting on Power port confirmation for test sent to them, emailed all of simmons to see who responds PFAS: • Waiting on Mia to respond, emailed on wed 9/11.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-13 17:50:18

@Ahsan Just spoke with Ashley following her review of he test. The parent, contact and address fields are pulling properly now. However there are a few fields that she needs confirmation on where/how they are pulling. I asked her for screenshots since it was hard to follow her path verbally. It seems that the 'Full Name' field is pulling incorrectly still. She also mentioned some blank fields, but said they would be evident in the screenshots.

👍:skin_tone_4: Ahsan

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-13 17:50:38

Her email reply should be available in a few minutes.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-13 17:53:28

She now has your contact number as well in case of need.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-13 17:53:38

cc: @Nicholas McFadden

Dwight Thomas (dwight@shield-legal.com)

2024-09-13 18:20:26

Updates:

Wagstaff - Ready to be implemented into production. (Moved over to Ahsan)

ACTS: six out of nine of the campaigns have been implemented into production. One campaign is in internal testing and the final two are on deck, but priority has been decreased.

Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks.

Pennsylvania Juvy Hall Lakin/AFG - In Production.

Pennsylvania Juvy Hall Lakin - Lakin - Internal Testing. Will shoot off a test lead for QA tonight.

CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: Connecting to Saleforce Server but it appears the tables we need access to are not available with my credentials.

NEC - AWD - Wagstaff - Shield Legal - completed law ruler automation. Power automate automation testing. (Moved over to Ahsan)

Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress.

Sexual Abuse Chowchilla with Flatirons as referring Law Firm - On Deck

Sexual Abuse Chowchilla Levinson as referring Law Firm - On Deck

Ahsan (ahsan@shield-legal.com)

2024-09-16 18:26:32

Updates:

Wagstaff:

• Paraquet: Call quota limit, sign decline test ready to be run in the am • NEC: Call quota limit, sign decline & re-triggered test ready to be run in the am Power Port: • waiting on test lead review from Stephanie Weiss, added to thread today by Kari PFAS: • Mia responded today that she will confirm with engineering on parameters 9/16

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-16 18:43:31

@Dwight Thomas Darrell just told me he was able to get a Vogelzang lead to go through in SF

👏:skin_tone_5: Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)

2024-09-16 19:12:53

Oh, that made my freaking day. I just reached out to Darrell and tomorrow we will incorporate this into the power automate flow.

👍 Nicholas McFadden

Dwight Thomas (dwight@shield-legal.com)

2024-09-16 19:40:49

Updates:

ACTS: six out of nine of the campaigns have been implemented into production. The final three campaigns are in internal testing. Sexual Abuse Chowchilla with Flatirons, Sexual Abuse Chowchilla Levinson.

Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks.

Pennsylvania Juvy Hall Lakin - Lakin - QA test lead for sent today.

CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: darrell was able to connect and send a test lead to salesforce. Tomorrow we will focus on sending TESS lead through power automate.

Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress.

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-17 12:24:05

@Ahsan Please provide an update to Ashley before 11AM

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-17 13:30:27

*Thread Reply:* right on queue at 11:11 she follow-up...

Dwight Thomas (dwight@shield-legal.com)

2024-09-17 15:29:11

I see the emails came through for NEC

Ahsan (ahsan@shield-legal.com)

2024-09-17 15:33:36

*Thread Reply:* but mpa didnt trigger, we are looking into it after this microsoft call about the sharing of flows

Dwight Thomas (dwight@shield-legal.com)

2024-09-17 16:58:49

ACTS: six out of nine of the campaigns have been implemented into production. The final three campaigns are in internal testing. 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 Sexual Abuse Chowchilla with Flatirons Sexual Abuse Chowchilla Levinson. LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal Ben Crump Hair Relaxer - finished up the information gathering and Web hook automation. Ready to begin power automate portion of the campaign tasks. Pennsylvania Juvy Hall Lakin - Lakin - QA test lead for sent today. CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress. Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: sent TEST lead through power automate. Waiting for Feedback. Asbestos - BG - Levinson - Shield Legal - completed law ruler automation. Power automate automation in progress.

Dwight Thomas (dwight@shield-legal.com)

2024-09-17 16:58:56

@Dustin Surwill

Ahsan (ahsan@shield-legal.com)

2024-09-17 17:08:31

Updates:

VGA: • Levison: Ashley gave go ahead, starting to trickle leads over in smaller batches than thought(100 at a time, MPA has a bug that is causing a 25% send fail rate). 2500 leads to trigger will take about 10-12 days accounting for quota issues. • Ghozland: triggering after levinson, 480~ish leads PFAS: • Waiting on Mia to confirm if county parameter needs to be passed of if there is a default value since we dont collect that info on the intake. POWERPORT: • Test later tonight, due to quota limit being hit • waiting on confirmation of data hitting comment box per stephanie weiss. Wagstaff:

NEC: • test unsuccessful, not returning lawrule id, trouble shooting flow for both re-trigger & Sign Decline Paraquet: • quota hit, trigger while testing, new test trigger time tonight at 7:00pm ish on successful testing updating HIlal and team, going to be testing tonight

@Nicholas McFadden @Nick Ward @Dustin Surwill

Ahsan (ahsan@shield-legal.com)

2024-09-17 18:02:02

Lost reception

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-17 18:18:54

@Ahsan you still haven’t sent an update to Ashley and Meadow???

Ahsan (ahsan@shield-legal.com)

2024-09-17 18:26:53

*Thread Reply:* Reply was sent 11:36am today

Nick Ward (nicholas@tortintakeprofessionals.com)

2024-09-17 18:36:37

*Thread Reply:* ok, please forward it to the rest of the distro, I/we didn't get it. thanks

Dustin Surwill (dsurwill@shield-legal.com)

2024-09-17 18:24:50

Priorities: • Send as much VGA as possible tonight (remove alerts@** from automation and add when done) @Ahsan • 9/18 Convert Wagstaff & VGA to O365 • 9/18 Convert other campaigns to O365 @Dwight Thomas @Daniel Schussler

Ahsan (ahsan@shield-legal.com)

2024-09-18 17:29:05

Updates: PFAS: • Mia OOO, emailed Meghan who is conferring with engineering as of 9/18, need confirmation to generation their system id to push docs via api. ETA 9/19 pending meghan Powerport: • lead tested with the ask for unmapped fields to dump into comment box, awaiting feedback VGA: • trigger leads in 100 batches once in am once in evening to avoid quota limits. ETA 9/23ish @Dustin Surwill @Nicholas McFadden @Nick Ward

Dwight Thomas (dwight@shield-legal.com)

2024-09-18 17:40:58

Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: Campaign Complete. Still awaiting confirmation from David from Vogelzang. Pennsylvania Juvy Hall Lakin - Lakin – Investigating data not being passed to Lakin. Working with Matt from Lakin to resolve. ACTS: six out of nine of the campaigns have been implemented into production. The final three campaigns are in internal testing. 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 Sexual Abuse Chowchilla with Flatirons – Sending out QA tomorrow Sexual Abuse Chowchilla Levinson – Sending out QA tomorrow LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Beginning Internal Testing tomorrow. CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation 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.

@Dustin Surwill

Dwight Thomas (dwight@shield-legal.com)

2024-09-18 18:36:13

OUTLOOK 365 - CONVERTED CAMPAIGNS: Chowchilla Prison Abuse - Miller / Mattar - Lead Docket Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal (Note: Verified the Trigger works)

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-18 19:42:30

@Ahsan Wagstaff says they received the test but field “Custom09” did not populate. I believe that is the “reasoning for decline” field

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-18 19:43:43

Check if that field in the test just wasn’t filled out but if it was then we need to figure out why and try another test

Ahsan (ahsan@shield-legal.com)

2024-09-18 20:11:51

@Nicholas McFadden that is odd. I will look into it.

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-18 20:25:56

image

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-18 20:26:09

image

Ahsan (ahsan@shield-legal.com)

2024-09-19 11:20:20

Gaming Addiction - Meadow Law/Levinson/TC (TIP) - Shield Legal

@Nicholas McFadden

Ahsan (ahsan@shield-legal.com)

2024-09-19 15:44:24

https://support.lawruler.com/hc/en-us/articles/360034467093-Web-Desktop-App-Version-History-Change-Log

Ahsan (ahsan@shield-legal.com)

2024-09-19 15:45:53

image.png

Dwight Thomas (dwight@shield-legal.com)

2024-09-19 16:57:01

@Dustin Surwill 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 – Sending out QA tomorrow QA - Sexual Abuse Chowchilla Levinson – Sending out QA tomorrow QA - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Beginning Internal Testing tomorrow. CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Power automate automation 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.

Ahsan (ahsan@shield-legal.com)

2024-09-19 17:07:13

Updates:

VGA: • Brandon looking into the client/lead issue. Need this resolved before trigger remaining leads • Ghozland depending on this as well. ETA unknown as this is on Law Rule PFAS: • Meghan still waiting for a response from thier engineers, last contact 9/18 2:34pm Powerport: • awaiting feedback,

Ahsan (ahsan@shield-legal.com)

2024-09-20 09:00:02

@here SWGAS is doing some work this am at my place. I should be in around 10isj but I am online in the meantime.

👍 Nicholas McFadden

Nicholas McFadden (nickmcfadden@shield-legal.com)

2024-09-20 10:50:44

@Ahsan does the last name come through now that I flipped those to client ?

Ahsan (ahsan@shield-legal.com)

2024-09-20 10:51:49

*Thread Reply:* I ran 2 test last night. They didn’t. I am checking the 2 news ones this right now though

Ahsan (ahsan@shield-legal.com)

2024-09-20 11:01:04

*Thread Reply:* Both tests this am did not capture the last name.

Ahsan (ahsan@shield-legal.com)

2024-09-20 14:59:29

Updates 9/20 1:pm: PFAS: • Meghan confirmed parameters for generating id to pass into bridgify's system. Testing doc push into bridgify. Completion ~9/24 Powerport: • Awaiting Feedback from Stephanie on comment box catching all data. Completion ~9/23 VGA: • MPF flow not triggering now after doing last name fix. Completion unknown. • Ghozland hinges on this NEC: • Doing testing on sign decline with pending status, awaiting feedback form hilal on the pending test preformed on 9/20 PARAQUET: • awaiting feedback form hilal on the pending test

Dwight Thomas (dwight@shield-legal.com)

2024-09-20 15:02:59

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 – Sending out QA tomorrow QA - Sexual Abuse Chowchilla Levinson – Sending out QA tomorrow IT - LA Juvenile Hall Abuse TV - ACTS - DL/Flatirons - Shield Legal – Began Internal Testing. QA - Chowchilla - ACTS/DL - Flatirons - Shield Legal. Power automate automation in progress.

CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation 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

Dwight Thomas (dwight@shield-legal.com)

2024-09-23 15:47:24

@Dustin Surwill

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

Ahsan (ahsan@shield-legal.com)

2024-09-23 16:45:40

@Dustin Surwill

PFAS Psuedo code.py

Ahsan (ahsan@shield-legal.com)

2024-09-23 16:48:19

@Dustin Surwill

PFAS success call for elg.coffee

Ahsan (ahsan@shield-legal.com)

2024-09-23 17:35:37

@Nicholas McFadden 73249

Dwight Thomas (dwight@shield-legal.com)

2024-09-24 17:47:59

ACTS: 8 out of 12 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 - Waiting for QA Results. CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal – Waiting for QA Results Rosemead High School Abuse – ACTS –Completed law ruler automation. Power automate automation 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 Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS

Dwight Thomas (dwight@shield-legal.com)

2024-09-25 16:51:19

Wednesday September 25th

ACTS: 8 out of 12 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 - Waiting for QA Results. CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal – Waiting for QA Results Rosemead High School Abuse – ACTS – Completed law ruler automation. Power automate automation 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 Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS

Dwight Thomas (dwight@shield-legal.com)

2024-10-02 11:49:47

Good Morning..., can someone get the API POST information for Asbestos - BG - Levinson - Shield Legal? I am ready to QA this campaign.

Ahsan (ahsan@shield-legal.com)

2024-10-02 11:54:44

@Dwight Thomas Mal is looking into it.I will make a post on the admin integrations channel so if and when Mal finds something you get notified right away

👍:skin_tone_5: Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)

2024-10-02 11:56:17

I have been assigned three Form Integrations that I intend on knocking out as well.

Ahsan (ahsan@shield-legal.com)

2024-10-02 11:56:59

Just made the post and tagged you. Mal is reaching out to her B&G contact for posting instructions

Ahsan (ahsan@shield-legal.com)

2024-10-02 12:15:40

Get-ItemProperty HKLM:\SOFTWARE\Microsoft\Windows\CurrentVersion\Uninstall\** | select-object DisplayName, InstallDate This was the command I used

image.png

Dustin Surwill (dsurwill@shield-legal.com)

2024-10-02 12:16:22

winget list

Dwight Thomas (dwight@shield-legal.com)

2024-10-02 14:33:14

Any update on the URI information? I am headed to the wedding rehearsal in 90 minutes..., I'd love to get this tested before I head out.

🤷‍♂️:skin_tone_5: Dwight Thomas

Dustin Surwill (dsurwill@shield-legal.com)

2024-10-02 15:24:15

*Thread Reply:* If the full case type you are looking for information on is Asbestos - BG - Levinson - Shield Legal. That is not queued for integration according to Monday and I cannot a message in Slack saying to add an integration.

Ahsan (ahsan@shield-legal.com)

2024-10-02 14:39:06

Negative, no repsonse

Ahsan (ahsan@shield-legal.com)

2024-10-02 15:30:19

• NJ Juv Hall Abuse - BG - Ghozland - Shield Legal start date: 8/30 • PA Juv Hall Abuse - BG - Ghozland - Shield Legal start date: 8/30 • New Hampshire YDC Abuse - BG - Ghozland - Shield Legal start date: 8/15 • NJ Juvenile Hall Abuse - AFG/BG - Levinson - Shield Legal start date: 8/9 • NJ Juvenile Hall Abuse - Crump - BG - BLX start date: 7/29 @Dwight Thomas according to Brittney these were the campaigns we did for BG in August. Whatever the posting instructions were for these it should be the same. Brittney did mention they moved over to lidify which is salesforce. So these case type object should exist for it to take the payload.

👍:skin_tone_5: Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)

2024-10-07 17:51:37

ACTS: 8 out of 12 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. QA - CA Juv Hall Abuse - ACTS - SIL - ACTS - Waiting for QA Results. QA - CA Juvenile Hall Abuse - Miller - Goldwater - Shield Legal – Waiting for QA Results IP - Rosemead High School Abuse – ACTS – Completed law ruler automation. Power automate automation 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 Rosemead High School Abuse - ACTS CA Juv Hall Abuse - ACTS - SIL – ACTS -------------------------------------------------------------------------------------------------------------------------------------- MILLER SIGN AND DECLINE AUTOMATION CAMPAIGNS: DONE: CA Juv Hall - Miller/Onder DONE: CA Juv Hall - Miller/DK Law DONE: CA Juv Hall - Miller/Flanagan DONE: CA Juv Hall - Miller/Goldfarb DONE: CA Juv Hall - Miller/Onder IN PROGRESS: Ca Juv Hall - Miller/Goldwater IN PROGRESS: CA Juv Hall - Miller Mattar CA Juv Hall - Miller/ Nielsen CA Juv Hall - Miller/Simmons CA Juv Hall - Miller/Van CA Juv Hall - Miller/Woods

Dwight Thomas (dwight@shield-legal.com)

2024-10-08 17:56:32

MILLER "SIGN AND DECLINE" AUTOMATION CAMPAIGNS: DONE: CA Juv Hall - Miller/Onder DONE: CA Juv Hall - Miller/DK Law DONE: CA Juv Hall - Miller/Flanagan DONE: CA Juv Hall - Miller/Goldfarb DONE: CA Juv Hall - Miller/Onder DONE: Ca Juv Hall - Miller/Goldwater DONE: CA Juv Hall - Miller Mattar DONE: CA Juv Hall - Miller/ Nielsen DONE: CA Juv Hall - Miller/Simmons DONE: CA Juv Hall - Miller/Van DONE: CA Juv Hall - Miller/Woods

Dwight Thomas (dwight@shield-legal.com)

2024-10-15 17:55:43

Updates:

Completed 8 of 10 FORM INTEGRATIONS for Jack A and Maximus L. The remaining two integrations require an update to the credentials that they must perform.

Set up a QA meeting for Thursday with Mark Mina.

Dwight Thomas (dwight@shield-legal.com)

2024-10-16 11:10:13

Good Morning everyone..., due to my need for stronger pain meds, I am working from home. @Dustin Surwill I will reach out to Maximus to see if he has updated the credentials for the Form Integrations so we can knock them out. I have also completed my training, If you have any suggestions on what the highest priority task is, let me know and I am on it.

🙏:skin_tone_3: Daniel Schussler

Dwight Thomas (dwight@shield-legal.com)

2024-10-16 11:10:35

If you have any questions of me feel free to slack me at any time.

Dustin Surwill (dsurwill@shield-legal.com)

2024-10-16 11:20:01

@Dwight Thomas We will have a training from 10-12 on setting up our systems for git/github and submitting a merge request with a new integration. I have 11 that need to be pushed to github that we can practice with.

👍:skin_tone_5: Dwight Thomas

Dwight Thomas (dwight@shield-legal.com)

2024-10-16 11:33:38

Is there a Google Meet Session set up for this meeting?

Daniel Schussler (dschussler@shield-legal.com)

2024-10-16 11:34:12

I'll set one up

Daniel Schussler (dschussler@shield-legal.com)

2024-10-16 11:36:04

@Dwight Thomas I sent it out

👍:skin_tone_5: Dwight Thomas