Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 13:59:39

DL wants us to send Signed e-Sign - Billable Declined by Firm via the API. We have 2 options:

  1. Create a Signed e-Sign - Billable Declined by Firm - Retriggered status to send the leads
  2. Flip the leads to signed & declied retriggered then back What would be the impact of either option?
James Turner (jturner@shield-legal.com)
2025-08-12 14:03:41

I would prefer to avoid adding new status's when we can, and would say to flip it back. As long as Integrations stores what they sent and what they haven't I don't forsee an issue on my end with that solution- but where do we sit business-wise sending leads they didn't want to pay fully for??

Dustin Surwill (dsurwill@shield-legal.com)
2025-08-12 14:09:00

My understanding is that they did pay for those leads and there was a signed retainer