Good afternoon gentlemen. I’m going to need to work from home tomorrow. I’m having an issue with my plumbing and need to be here for the service man.
Alright just please be on top of messages sent to you
I am not sure if we were doing the 9:30 meeting but I am logged into the Google Meet session.
Creds for new MS account: sl-dev-01@shieldlegal.com
mA[4nBV0r/Jq7>V9
@Ahsan where are we with Baypoint?
Ok please respond to Cindy then and if you need time with her set a meeting early this week
@Dwight Thomas can you get me the csv of the field mappings for the Lakin PA Sex Abuse case? We need to send that csv over to them
I was able to split it out for them so all good
Sorry about that. I just saw your message. I could get a CSV file. Used to download Nykia’s free file and then using Excel to separate the custom fields from the field map column name.
@Dwight Thomas this was for the initial intake. They want the VSS longform too. Can you get that and send it to me?
I think you’re gonna have to have Anthony pull that form. I don’t see a long form form unless it’s under one of the button options.
Name of Lakin PA case: Lakin/AKG Sex Abuse PA 2nd Interview
Smart Advocate (SA) Documentation link: https://smartadvocate.atlassian.net/wiki/spaces/KB/pages/1097859073/Document+Upload
@here I will be remote this morning and coming in around noon today. I’ll be online so slack, email, or text me if you need anything. No need for a formal meeting just send me updates and where you are at with your respective workloads.
He says to yes go ahead and start building one for them. They are apparently a pain like Wagstaff though. Has anyone heard if this was a custom build or a that we could clone it?
Got my answer that it’s straight forward. We can clone the existing and all else equal to what we have done for them prior.
@Dwight Thomas how long would you estimate it would take to get them up and running considering that @Ahsan can help you on it and the other competing projects?
I pledged an update email to David by noon today. We should shoot for a test before then and offer a call for review.
I don't love the idea of another troubling partner, but if we can get some good footing today, perhaps they will back off a bit.
As far as a timeframe. I am going to duplicate the new LR intake for a webhook edition and the older PA automation flow and update the field accordingly.
That all should be done by lunch and then tested afterwards.
OK I am seeing about 15 CA Juvy Hall Campaigns..., do we know the exact name of the Law Ruler Campaign?
@Dwight Thomas I would ask Anthony.
Also I am going to be remote the rest of the day. Still available if needed
@here going to be late this morning. Need to handle something we will do our recap later today
@Dwight Thomas can you push these leads to Wagstaff?
538231
556072
538643
538231 - Success Lead #72014 <br/>Lead ID:<br/>72014 556072 - Success Lead #72016 <br/>Lead ID:<br/>72016 538643 - Success Lead #72017 <br/>Lead ID:<br/>72017
Attached below are the API credentials to staging. Feel free to test as much as needed in staging. When ready, please submit 2-3 leads for our team to review the data. Once everything checks out on our end, I will provide you with the credentials to production. Please let me know if you have any questions.
Staging Campaign Values • Staging campaignId: 315 • matterType: Fire Foam
Username: shieldlegal Password: HtaJsAWF98-LWLZb8g86
thought they were one in the same with baypoint but it is not
@Ahsan can you focus on this today and try to get us caught up?
@Dwight Thomas looking back at the field/intake changes that Richard and Chloe weee not on the same page with…was that these fields? IncidentState Incident_date IncidentFacts
Or were those just missed by accident and fixed?
If that is the case, can you share here or fwd the email about Richard and Chloe miscommunications between each other?
They asked that those FIELDS be added to all of the ACTS campaign after we completed the first one.
I had to go back and add them to a couple of campaigns afterwards.
Right on, so those were their specific miscommunications. Plus they had the server issues that they didn’t communicate.
No. I forgot to add those fields to campaigns that were pretty much finished. I'll own those.
So what specifically was their internal miscommunication?
https://learn.microsoft.com/en-us/power-automate/export-import-flow-non-solution
Form Integrations: https://help.shield-legal.com/a/dashboard/default
Power Automate: RahatYasir@ShieldLegal767.onmicrosoft.com
@Dwight Thomas please check that mappings are correct on Wagstaff
They are saying question # 59 – Injured Party First Name is being left blank.
And other issues with these 4 fields. Please review and confirm there is nothing wrong on our side. If this is a data entry issue in the form itself we need to know.
And turn off the automations for now. We just sent another one over I think and we need to review before sending anymore
Headed back to the office now and will take care of it. The minute I step in.
- Inj Party First Name is represented by a default value that's not being populated. Changed to Custom Field Name
- Inj Last Name - has the correct Custom Field Name
- Rep First Name has not custom field
- Rep Last Name has not custom field I'll have Anthony update the LR campaign
Ok please determine which leads that we have sent are affected. When Anthony has it fixed then re-trigger and send me the new Wagstaff lead ids for those that are corrected
This is the list of Leads I have that we sent. There were a couple extra from today that I don't have on this list so please check them too and resend if necessary. Then update this spreadsheet with the new Wagstaff Lead IDs. Please highlight which ones are different
DAMN IT !!!
{ "statusCode": 403, "message": "Out of call volume quota. Quota will be replenished in 02:22:49." }
Creds for new MS account: sl-dev-01@shieldlegal.com
mA[4nBV0r/Jq7>V9
@Nicholas McFadden what is the uri to send to to test Bailey Glasser?
I am going to try running an base 64 encode tonight
dev gmail password: BVrLQGDyEN3m4eQ&
*Thread Reply:* @Nicholas McFadden the external case number doe snot appear in Law Rule or leads pedia. Where does this id tie so I can send some test payloads?
*Thread Reply:* this number is to come from BG it is not ours. You do not need to worry about anything from Law Ruler. Just send the fields from this sheet and match with docs they send. You will need to reach out to Chris and Jon to ask for the rest. They are looking for an update on this
Lakin/Levinson PA Sex Abuse - Smart Advocate/ Shield Legal
They would like to complete the integration for the preliminary interview integration with some minimum information (name, contact info, etc.).
This is how/what they want to accomplish. Need to get them an ETA
@Ahsan I need an update on where we are at with Torticity, Baypoint, and Bridge
*Thread Reply:* Torticity - having an issue sending docs, shot mathew parker an email this am about it. Thinking it is a encode issue.
*Thread Reply:* Baypoint - Waiting on Cindy to send their intake form so we can be sure the fields are mapped correctly but hasnt been very response, going to send off a lead based on our intake form.
*Thread Reply:* Bridge - Need their field ids to do mapping but going to operate on the assumption fields are the same like Baypoint. Havent testing the doc send as of yet, but Per their docs they sent I should be able to test via postman today since the code base is the nearly the same as Baypoint.
Need to answer Cameron's questions in the integrations channel
@Ahsan Ashley called back. She wants both Levinson and Ghozland integrated
Send the test you have to get us started
She said she is open to email or calls with questions if you have the need
Gotcha, will try and sends those in the morning then once I compare the 2. The questions maybe similar enough that it could be just swapping some fields.
PA Juv Hall Abuse - Lakin/AFG - Levinson - Shield Legal (Do we have a contact who can provide API info on this)
@Ahsan @Dwight Thomas regarding Wagstaff, I will owe Cameron an update email on the day's events every day going forward. Please note we will need to find time to catch up on this later this afternoon.
@Ahsan this is campaign-to-date for Baypoint ELG
@Nicholas McFadden The ELG testing of docs sends went well. We just need to send the docs, write a log file that maps the doc creation id from elg to our lead id and B&Gs. Were would the files be/the directory they live in? Law rule only lets me download docs individually and download the docs for 1380 leads will take a while
@Ahsan The problem is we can only receive the document link from the API and then I believe we would have to extract from Dropbox
*Thread Reply:* Cool thanks for the clarification
https://developers.hellosign.com/api/reference/operation/signatureRequestFiles/
Other option is to scrape the existing emails then push and map. Edward has a way to scrape his gmail inbox
Otherwise we have to re-trigger everything save responses, map, and then push just the additional medical docs
@Nick Ward still at the doc this am, should be in by 9:15ish
An old glitch has sprung it's ugly head.
Flow: PROD - Firefighting Foam - Crump - ELG - Shield AND Brandlytics (Smart Advocate)
Status: 🔥 An error occurred while trying to post lead to buyer
Lead: Corbin Morris (
This ran and completed successfully on our end, but there was an error when posting the payload for this lead.
It's been a while since we've had this issue. However, I do believe we can resubmit this automation.
Note that Lakin NJ is not going to need API integration...will have more info soon
What about PA..., since we are on the topic.
all others moving forward as planned
need to do Lakin PA, but the Lakin name is getting dropped off from the BG campaign
As we discussed, we have 2 cured Wagstaff AWD Paraquat leads to post...
https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=572088
https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=570307
https://wagstafflaw.lawruler.com/lawruler-parsing.aspx?Key=6084A579C6CA45059910B47CE286B&FirstName=Gregory&LastName=Atkins&LeadProvider=AWD Law&Hear=Shield Legal&Status=Signed Retainer Contract&CaseType=Paraquat&CellPhone=(
@deleted-U06VDQGHZLL each post is ready to go, just need a wagstaff id. Soon as I have that I can send them tonight. I will be waiting on standby for those ids. Jefferey Williams and Robert price
Dwight and I figured it out just now... 572088 72469 Jeffrey Williams Paraquat - AWD - Wagstaff - Shield Legal jefferywilliams915@gmail.com 570307 72470 Robert Price Paraquat - AWD - Wagstaff - Shield Legal bobby7227@att.net
@Dwight Thomas when you get a chance, please forward me one of the email examples of Wagstaff lead updates that were being sent previously. I need to see the distro list for the updates I am sending.
Here's how we can receive the Wagstaff ID for an individual via Python:
**import** requests
**import** json
url = "<https://wagstafflaw.lawruler.com/lawruler-parsing.aspx?Key=6084A579C6CA45059910B47CE286B&FirstName=Robert&LastName=Price&FullName=Robert> Price"
payload = {}
files={}
headers = {
'Content-Type': 'application/json'
}
response = requests.request("POST", url, headers=headers, data=payload, files=files)
**print**(response.text)
Had to rerun this automation as the parsing of the CSV
Microsoft Power Platform ConnectorsAPP [12:40 PM]
**Flow:** PROD - CA Juvenile Hall Abuse - Miller - Goldenfarb - Shield Legal
**Status:** 🔥 Failed
**Lead:** -
@Mike @Ryan @Robert Butler
View this run in Power Automate
A third is about to go final as well
Douglas Pendleton 567328 Finalized
@Dwight Thomas @Ahsan Looking for an update, next stesps and ETA on Bay Point, Torticity and Bridge Legal when you can. Cameron needs to get back to them all tomorrow morning. Thank you.
*Thread Reply:* Torticity, PA Flow is being tested today, if the flow testing works, can switch to production once tort gives the updated autho creds. This flow can be modified to send for baypoint, and bridge almost successively
@Ahsan - if you have any questions or need me to look at anything, you can shoot me a message in Slack tonight I have resubmitted all of the test for ACTS and reconvened with Mal to get in contact with David from miller to confirm that they are receiving leads
Good morning fellas. My stomach still isn’t feeling well and I was going to request being able to work from home today. I don’t have an issue with logging in and working and I just am not feeling well.
Hi Dwight, understood, thanks for communicating. I'll be in touch for updates and next steps.
Got feedback on ACTS and updating as we speak.
OK I have updated the changes Richard requested. I will need to run a few test to resubmit but aside from that I think we are good.
I’m hearing that will take 3hrs? We need to prioritize the Bay Point, Torticity, Bridge Legal piece and close it out today. Ahsan needs your help.
@Dwight Thomas Please send an update on all of the campaigns you are working on via email. I'll need this for the 4PM meeting with Cam today.
@Ahsan and I are working through a few things here and will gather his updates as well.
@Ahsan would you see an error when posting any of these? Dewey Whitis from a few days ago isn't showing on the Wagstaff side. Don't resend at the moment tho...
@Nick Ward Yes, it would show an error in the terminal box, where you see success id and its respective number
I just shared the Jeffery Williams duplicate story and it doesn't seem to be a problem
I just emailed you an update on my tasks. If you have any questions about other tasks please let me know.
@Ahsan trying to track down this guys Wagstaff ID...can you dig it up? 566286 Ralph Merrill Paraquat - AWD - Wagstaff - Shield Legal keithmerrill51@gmail.com
*Thread Reply:* If we can get a copy of their api docs, we can see how a call is made and we can get the id for this person
*Thread Reply:* without it I am just shooting in the dark
*Thread Reply:* don't worry about it. they have the post, but I am just missing the ID. we'll call it a draw
*Thread Reply:* I was able to get a call back but it only generates a new call id and not the old one. I am abale to confirm though that name does ping successfully from the call though
@Dwight Thomas please fix mapping issue but DO NOT resend Curtis Jones. Just send Gary Huston as an updated test. Please send me the new lead ID for Gary when complete
@Nicholas McFadden - Let me know when you want me to retrigger the Wagstaff accounts, in the meantime I am going to address Lakin
Hillel gave us the green light now. Please send the rest
All but Ralph Merrill has been retriggered. Merrill has a status of esign QA
Ok make sure you get notification and approval from Tony/Luis
Moving forward they should mainly be new leads so they should just be re-triggered by @Dwight Thomas when approved but if there is a need for a cure/fix @Ahsan use the postman collection and use the previous Wagstaff Lead ID so we aren't creating duplicates and only send updated docs.
The food trucks not out here so I’m gonna go pick me up something to eat.
@Nick Ward please respond to Hillel and Carter when complete.
@Nicholas McFadden - I am not seeing where the custom fields are missing from our URL Poting.
...and none of the other leads had this issue with their documents?
https://wagstafflaw.lawruler.com/lawruler-parsing.aspx?Key=6084A579C6CA45059910B47CE286B&FirstName=John&LastName=Bussard&LeadProvider=AWD Law&Hear=Shield Legal&Status=Signed Retainer Contract&CaseType=Paraquat&CellPhone=(
@Ahsan @Dwight Thomas we have one new Wagstaff-AWD-Paraquat lead to process 573950 Johnny Beshires
John Bussard and Johnny Beshires have been processed.
we have another new Wagstaff AWD Paraquat Joseph Leto https://tortintakeprofessionals.lawruler.com/update-lead.aspx?lead=574516
new Wagstaff 574460 Blaine Nelson Finalized
The Lakin Document step in not timing out. I will need to get more details on the configuration tomorrow.
A couple things from earlier this morning to share @Ahsan and @Dwight Thomas... • Carter and Hillel passed on their thanks for the last few days of efforts on the Wagstaff-AWD-Paraquat leads • Mal and I met with Miller & Associates this morning about some pain points; turns out this is not integration related, so nothing new to ask or escalate (whew); dropped leads and invoicing reconciliation is what needs attention, fyi
*Thread Reply:* We did get to meet Raul though...maybe that meeting will help with his engagement and effectiveness 🤞
@Dwight Thomas I heard back from Matt and Rahul on the Lakin work. There is a new URL he wants tried to see if the test can populate for them since they still can't see the first one. I'll send via email...
new Wagstaff-AWD-Paraquat 574928 - Martin Rusk Finalized
Figured out the bug for B&G. Some of the file names are too long so it’s causing a run length and memory issue. Those files will have to be manually sent. Should have all these files done by Monday am. Going to update Chris on this. @Nick Ward
You found it! That’s great news in itself @Ahsan . Were you able to determine a character limit by chance? If not, don’t worry, just asking for the option/ability to share with BG.
*Thread Reply:* Not sure on length as I believe it’s an api limitation issue, kind of like torticity error for character length.
Are you going to email BG or would you like me to?
Morning all. On B&G's email form Chris. We need the production environment confirmed so I can push the docs. Script works fine in Dev. How would you like me to respond to Chris. @Nicholas McFadden @Nick Ward
Torticity: error in the PA flow, currently breaking on date, but sent code to Seward and waiting for response
Baypoint/Bridge: Need to map our intake to their intake now since they just provided that and then retest
@Ahsan don't send anything to wagstaff yet. Let's talk before we send anything.
@Nicholas McFadden I thought there was nothing to send today?
What was supposed to be sent to Wagstaff?
575482 - Martin Bravo Sanchez Finalized
This is a new one so it should be us just flipping this to "re-triggered" so the automation sends it but want to make sure we are aligned again on who is doing what
Chris from B&G is requesting a call. Did you want me to do that alone or together? @Nicholas McFadden
I can join, what time were they looking for?
Never specified a time but I was going to call as soon as you are available
He just sent an email. He is now saying he doesnt need the elg id. I thought the whole point of mapping and such was because they wanted the elg id generated
Update for Torticity:
made the date format update from the error log with a retriggered test lead, hit quota limit today. Will try again tomorrow AM
Hello Jonathon,
Yes, teams will work. Also to confirm something earlier you only want the external case number for identifying records yes? If so I then just push the docs.
My number is 7025284646.
going to send this to John since Chris did not confirm they only want their id. Are you good with this? @Nicholas McFadden
Email is drafted, waiting on your go to send. @Nicholas McFadden
@Nicholas McFadden @Nick Ward are you going to be joining the call with chris remotely?
No have to do some reconciliation for financials
Make sure to show the iteration sending multiple records. Walk them through everything. See if they have any suggestions or if what you have presented is good enough and we will just let it run
@Ahsan @Dwight Thomas If there are any integrations in progress that do not have a listing in the board, please add them. Also, select the appropriate options in the Client Connection and Assignee columns to be included in the export update for Cam today. Thanks
@Ahsan @Dwight Thomas who can take the Vogelzang integration? There is an email with a link, but we haven’t dug in yet.
Will need updates on any items that aren’t in email chains already from today. Just drop I. This channel please
Baypoint/Bridge Legal: • Mapping our intake to bridge legal's intake Van Law: • Building PA Flow to send test lead with docs, if they approve good to move to prod Meadow Law: • chasing bug for some fields not populating data (think its because of an asterisk, new payload sent today waiting on Ashley's confirmation of data populating) B&G • Waiting on Troy from ELG to confirm if their database can do multi ELG ids tied to a single B&G case id
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 - Complete. In the QA phase.
CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.
Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: completed the information gathering process as well as mapping of fields. Waiting for customer response back on intake questions without corresponding client intake Fields.
@Dwight Thomas in case this message lands before the email does, what is up with Lakin/Levinson? I thought it would have been wrapped by now. Matt and the Lakin team asked yesterday and already again this morning.
@Nicholas McFadden @Nick Ward
Updates:
Van Law Chowchilla: • PA flow to test doc send and final QA Meadow Law VGA: • Sent new test sends today, still getting an issue on some fields populating but those fields not in original intake • Building PA flow to test doc send so on Monday when meeting with SA team we can address small obstacle move to final QA from Ashley and productionalize • Meeting set for Monday 8/26 with Rahul and Amran to determine why some fields not populating based on case udfs Baypoint/Bridge: • Mapping Fields B&G File Sends: • Waiting to hear from Troy at ELG if I have to do a file by file send which would create 14052 ELGs to map to B&Gs 1348.
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 - QA phase. Met with Matt and we agreed that Rahul is the source for the information we need. Will have a meeting Monday Morning at 8:30 AM.
CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.
Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: completed the information gathering process as well as mapping of fields. Waiting for customer response back on intake questions without corresponding client intake Fields.
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.
NOTE: POWER AUTOMATE HIT THE OVER THE QUOTA CALL LIMIT.
Updates:
Van Law: • PA Flow built but rate quota so no testing and waiting on document type category from Rahul(getting doc type monday) Meadow Law: • PA Flow built but rate quota so no testing and waiting on document type category from Rahul(getting doc type monday) Baypoint: • Mapping B&G: • Sending docs and mapping each ELG to B&G Id (14052 ids)
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 - QA phase. Submitted a successful lead this afternoon. Waiting for the client to return approval.
CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.
Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: completed the information gathering process as well as mapping of fields. Waiting for customer response back on intake questions without corresponding client intake Fields.
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.
Updates:
Out of Limit Error: Tomorrow, we will need to change the setting in each active PA Flow to Change the following statuses:
Enable Retry Policy Set Count to 20 Set Interval to PT60S
Enable Concurrency Control Set Degree of Parallelism to 8 (May increase later)
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
CA Juv Hall Abuse - ACTS - SIL - ACTS - completed law ruler automation. Power automate automation in progress.
Asbestos - Vogelzang Law - Vogelzang Law - Shield Legal: Completed Law Ruler Automation. Created Power Automate file and Internally Testing.
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.
Updates:
Van La Chowchilla: PA Testing
Meadow VGA: PA Testing
B&G Files: Still sending files and compiling fail list for resends
Baypoint: Building LR automation/mapping
Getting a weird error when saving flows which might impact testing if you do any @Dwight Thomas
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. Tomorrow is going to showcase 24 hours of reduced concurrency in processing.
*Thread Reply:* Good afternoon, gentlemen and ladies if you’re in here, so I just wanna verify that for Miller not only are we doing campaigns for E-sign final but now we’re doing sign and declines as well?