Dwight Thomas (dwight@shield-legal.com)
2024-03-20 17:17:44

Good afternoon Anthony,

I have been working on the mapping of the Human Trafficking - Babin Law campaign. The following Babin-Submitted User Defined Fields listed below are not accounted for in forms for the corresponding Law Ruler campaign. I am curious on how we want to address these instances or if they are present, but we missed them:

Dwight Thomas (dwight@shield-legal.com)
2024-03-20 17:18:01
 
What is the best way to get a hold of you?
What year and age were you when the trafficking ended.
What year and age did the trafficking first begin?
Provide a brief description of the actions taken by the trafficking hotline.
Name of representative contacted.
Date the human trafficking hotline was contacted.
Is the situation related to the trafficking?
Are You Currently in an Unsafe Situation?
Qualifying Questions
Paralegal Third Round - Case Work Up - Case Ranking
Paralegal Second Round - Hotel - Case Ranking
Paralegal First Round - Incident - Case Ranking
Attorney Third Round - Case Work Up - Case Ranking
Attorney Second Round - Hotel - Case Ranking
Attorney First Round - Incident - Case Ranking
Attorney Case Ranking
Length of Call 3
Length of Call 2
Length of Call 1
Social Media
If you wish to provide a narrative, please describe how you were impacted, harmed, damaged, or injured in ways that you now connect as being related to the sexual abuse you described above:
Please describe how you were impacted, harmed, damaged, or injured in ways that you now connect as being related to the trafficking described above (check all that apply). (Fill these questions in on your own using your best judgement, try not to ask the client these if you don't have to)
Impact of the Trafficking on Client
How did your trafficker control your actions? (select all that apply)
(If you do or do not remember the name of the trafficker(s), provide as much identifying information about the trafficker(s) that you can recall, such as nicknames or aliases, any known criminal history, and approximate age and/or physical description.)
Do you recall the name of your trafficker?
How Did You Meet Your Trafficker(s)? (Narrative) and what years did you spend with this trafficker during your trafficking?
Controller Information
Other Description
Former Occupation
Current occupation
Educational institution(s)
What other education/certificates have you received?
Education History
If your marriage has ended, please specify whether your marriage ended by the following:
Length of Marriage
Marital/Domestic Partner History
Background Information of Survivor
Was the client a minor when they were trafficked
Dwight Thomas (dwight@shield-legal.com)
2024-04-09 14:06:56

Good Afternoon Anthony...,

Dwight Thomas (dwight@shield-legal.com)
2024-04-09 14:07:59

I am working on the Medical Malpractice - ACTS - SIL - ACTS campaign and it appears that we need to add four more questions/fields to the campaign:

🫡 deleted-U055HQT39PC
Dwight Thomas (dwight@shield-legal.com)
2024-04-09 14:08:16

What caused the delay in getting to the hospital? What caused the delay in the diagnosis? Please describe the pre-existing limitations: Are these limitations permanent?

Dwight Thomas (dwight@shield-legal.com)
2024-04-09 14:08:59

Can these be added ASAP? I can stop by to let you know where these fields need to be added.

deleted-U055HQT39PC
2024-04-09 14:09:31

yeah i can get started on that now.

Mike (mike@shield-legal.com)
2024-04-09 14:10:20

@deleted-U055HQT39PC thank you! we really need to get this one done today, so we greatly appreciate you getting to it!

deleted-U055HQT39PC
2024-04-09 14:13:07

Medical Malpractice - ACTS - SIL - ACTS Questions added What caused the delay in getting to the hospital? <<Custom18799>> What caused the delay in the diagnosis? <<Custom18800>> Please describe the pre-existing limitations: <<Custom18802>> Are these limitations permanent? <<Custom18803>>

deleted-U055HQT39PC
2024-04-09 14:14:10

right now they're at the bottom of the intake form, do they have a specific place they need to go?

Dwight Thomas (dwight@shield-legal.com)
2024-04-09 14:14:42

es..., I am headed your way with the documentation.

deleted-U055HQT39PC
2024-04-09 14:14:55

cool. thanks guys, glad to help

Mike (mike@shield-legal.com)
2024-04-09 14:17:09

@deleted-U055HQT39PC thank you for getting that done so quickly! we owe you one

deleted-U055HQT39PC
2024-04-09 14:29:14

76 <<Custom13135>>, 80 <<Custom13139>>, 106 <<Custom13167>>, 108 <<Custom13169>>, 109 <<Custom13170>> Existing question custom IDs, removing questions added

👍:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-04-09 14:29:34

Greatly appreciate that

Dwight Thomas (dwight@shield-legal.com)
2024-04-19 11:45:00

Good Morning Gentlemen,

Anthony do you have time today to discuss updates to the Human Trafficking - Babin Law - Babin Law - Shield Legal? We received a list of intake questions that don't quite match what we have. I have attached that document.

MARKETING VENDOR - INTAKE SHEET.docx
Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:05:42

Hello Anthony,

We need a custom field value for the following field on the Law Ruler Campaign for Personal Injury - ACTS - SIL - ACTS (webhook) and non-webhook.

image.png
deleted-U055HQT39PC
2024-04-23 16:15:06

Hey Dwight, I'm showing <<Default11>> for that question

Mike (mike@shield-legal.com)
2024-04-23 16:15:54

hmm.. I don't think I've ever seen a <<Default>> tag. @Dwight Thomas you?

Mike (mike@shield-legal.com)
2024-04-23 16:16:09

worth a shot I suppose

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:16:22

Yes I have, but it's not populating a value.

deleted-U055HQT39PC
2024-04-23 16:17:13

The default fields are questions in law ruler that populate in the contact card.

Mike (mike@shield-legal.com)
2024-04-23 16:17:26

ah I gotcha

Mike (mike@shield-legal.com)
2024-04-23 16:17:38

@Dwight Thomas are you saying <<Default11>> didn't have a value?

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:17:51

Correct

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:18:39

That's what made me go into the Forms Settings and looking at the field, it appears that no custom filed is assigned to it.

deleted-U055HQT39PC
2024-04-23 16:18:43

This is what LR gave me

default11.png
deleted-U055HQT39PC
2024-04-23 16:20:07

it only appears after you export the form

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:21:59

This is what we get from the export

image.png
deleted-U055HQT39PC
2024-04-23 16:24:50

hmm...that's odd. are you guys unable to pull the contact information from law ruler?

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:30:41

We are able but that field is tied to an injured party..., which can be different from the lead.

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:30:59

That State field should have a Custom Field Value.

deleted-U055HQT39PC
2024-04-23 16:42:27

I can change it to a custom value but that is not going to automatically update each response that's already been recorded

Mike (mike@shield-legal.com)
2024-04-23 16:46:53

@deleted-U055HQT39PC that's fine. we need it for our integration so it will mainly just be new leads anyway

deleted-U055HQT39PC
2024-04-23 16:47:26

got it. just letting you guys know the middle name of the injured party is also a default field

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:48:59

Well, for the web hook, we haven’t submitted any leads. This is all in the test phase. If you just wanna update it for the web hook, I’m fine with that.

Mike (mike@shield-legal.com)
2024-04-23 16:49:27

@Dwight Thomas if that field isn't populating then we should make a custom field for it

Mike (mike@shield-legal.com)
2024-04-23 16:50:24

I think the main issue is anytime we have "injured party" on the intake.. the default fields usually have the caller's info, not necessarily the injured party's info

Mike (mike@shield-legal.com)
2024-04-23 16:50:46

@Dwight Thomas correct me if I'm wrong please

Dwight Thomas (dwight@shield-legal.com)
2024-04-23 16:51:41

that is correct

Mike (mike@shield-legal.com)
2024-04-23 16:52:23

perfect. @deleted-U055HQT39PC would you mind going ahead and creating custom fields for those values please sir

deleted-U055HQT39PC
2024-04-23 16:52:58

<<Custom18875>>

Mike (mike@shield-legal.com)
2024-04-23 16:54:29

thank you @deleted-U055HQT39PC! @Dwight Thomas ☝️:skintone2:

👍:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:04:56

Good Afternoon Anthony,

I am working on a webhook version of Auto Accidents - ACTS - SIL - ACTS and after looking at the API Documentation, it looks as if we need to add two more fields to the Law Ruler Campaign Form:

Was anyone declared at fault on the scene? <<Custom13413>> Who was declared at fault? <<Custom13414>>

Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:06:36

I am about to create the webhook form in Law Ruler for this Campaign. Once completed, can you add those field please?

deleted-U055HQT39PC
2024-04-24 17:07:52

Hey Dwight, I'm seeing those in the intake forms, those are the same custom ids in the current form

deleted-U055HQT39PC
2024-04-24 17:08:10

Questions 17 & 18

Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:08:12

Yes

Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:08:19

Oh

Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:08:55

They are...

deleted-U055HQT39PC
2024-04-24 17:09:06

It looks like those were added after the initial draft

Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:09:12

I did an export of fields and they were not on my csv file

Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:09:19

WE ARE GOOD!!!

🙌 deleted-U055HQT39PC
Dwight Thomas (dwight@shield-legal.com)
2024-04-24 17:09:22

Thanks

deleted-U055HQT39PC
2024-04-24 17:09:40

Awesome! Anytime

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:04:32

Hello Anthony,

I am having issues with the default fields in Auto Accidents - ACTS - SIL - ACTS:

None of these fields are returning values and each field is required by ACTS.

image.png
deleted-U055HQT39PC
2024-04-25 17:08:22

Which one exactly? Is it the last two or all 5?

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:09:01

The three in red

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:09:06

...ish

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:09:21

The Default Custom Fileds.

deleted-U055HQT39PC
2024-04-25 17:09:41

Language and full name are default fields and we replaced the zip code default field with a custom id

deleted-U055HQT39PC
2024-04-25 17:14:03

Do we need to change those from default fields to custom ids too

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:14:28

Yes we do

deleted-U055HQT39PC
2024-04-25 17:14:56

ok. I also noticed injured party's state is a default field as well, I can change that one too

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:15:22

Please do

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:15:56

For the Webhook Campaign

deleted-U055HQT39PC
2024-04-25 17:23:36

Auto Accidents - ACTS - SIL - ACTS Questions added Residence state of INJURED PARTY: <<Custom19113>> Language <<Custom19114>> Full name of INJURED PARTY <<Custom19115>>

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 17:35:26

We are still not getting any data for those fields.

deleted-U055HQT39PC
2024-04-25 17:42:07

how is the data being pulled? I wonder if it's reliant on Mark updating the automation email

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 18:05:42

The fields need to be filled out by the intake specialist.

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 18:07:48

The Injured Party for State value is a drop down selection that has no custom field designation in the form settings.

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 18:07:52

We need that'

deleted-U055HQT39PC
2024-04-25 18:11:39

When they have different custom ids, the information doesn’t automatically transfer over to the new field

deleted-U055HQT39PC
2024-04-25 18:16:07

I did notice an error with the language question. Even though it was made as a single line text, there's no option to input the response.

language.png
language2.png
deleted-U055HQT39PC
2024-04-25 18:18:32

Replaced language with <<Custom19126>>

Dwight Thomas (dwight@shield-legal.com)
2024-04-25 18:20:37

So Language is Custom19126, not Custom19114

deleted-U055HQT39PC
2024-04-25 18:22:03

Yes. Law Ruler occasionally glitches like that so I just deleted 19114 and added 19126

deleted-U055HQT39PC
2024-04-25 18:23:39

Also it looks like we only had 4 leads transferred over from that casetype so I just manually updated those three fields from the old ones

Dwight Thomas (dwight@shield-legal.com)
2024-04-26 11:36:20

Good Morning Anthony,

Are you in the office today?

Dwight Thomas (dwight@shield-legal.com)
2024-04-26 11:49:31

I think we got it.

deleted-U055HQT39PC
2024-04-26 11:49:51

Good morning sir, I am in the office today. Lmk if you need anything

Dwight Thomas (dwight@shield-legal.com)
2024-04-26 12:21:07

I think we are good.

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:05:30

Good After noon Anthony...

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:09:09

We need an update to the Wagstaff Law Ruler Campaign. The following fields need to be added:

INJURED PARTY FIRST NAME INJURED PARTY LAST NAME REP FIRST NAME REP LAST NAME Firm CFA Co-Counsel Split Co-Counsel Case ID

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:09:35

INJURED PARTY FIRST NAME INJURED PARTY LAST NAME REP FIRST NAME REP LAST NAME

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:09:49

are all mandatory

deleted-U055HQT39PC
2024-05-28 16:11:19

this is for Paraquat - AWD - Wagstaff - Shield Legal?

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:11:40

Yes the Webhook campaign

deleted-U055HQT39PC
2024-05-28 16:14:11

do these need to be in their own tab?

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:14:41

I don't believe so.

deleted-U055HQT39PC
2024-05-28 16:15:22

I'm not sure what intake is supposed to do with Firm CFA, Co-Counsel Split, or Co-Counsel Case ID

deleted-U055HQT39PC
2024-05-28 16:15:45

We do ask first and last name of injured party in the default fields, rep name is currently 1 field

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:16:30

Do you have the custom field names for lname and fname?

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:16:45

...and can we split the Rep Name?

deleted-U055HQT39PC
2024-05-28 16:25:28

i'll have it all done shortly, my pc is running very slow so i'm going to clear cache and restart.

👍:skin_tone_5: Dwight Thomas
deleted-U055HQT39PC
2024-05-28 16:39:59

Injured Party First Name <<Default2>> Injured Party Last Name <<Default4>> Rep First Name <<Custom19786>> Rep Last Name <<Custom19787>>

deleted-U055HQT39PC
2024-05-28 16:40:10

I can make the injured party custom if needed

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:41:15

No this is fine

deleted-U055HQT39PC
2024-05-28 16:41:51

cool. i'll add Firm CFA Co-Counsel Split Co-Counsel Case ID as single line text at the bottom of the intake form.

Mike (mike@shield-legal.com)
2024-05-28 16:42:37

thank you @deleted-U055HQT39PC!

Dwight Thomas (dwight@shield-legal.com)
2024-05-28 16:43:17

Yes Thank you immensely

deleted-U055HQT39PC
2024-05-28 16:43:34

Firm CFA <<Custom19788>> Co-Counsel Split <<Custom19789>> Co-Counsel Case ID <<Custom19790>>

deleted-U055HQT39PC
2024-05-28 16:46:02

you're welcome guys! lmk if there's anything else I can do to help

Dwight Thomas (dwight@shield-legal.com)
2024-05-30 13:24:26

Good afternoon ANthony,

Dwight Thomas (dwight@shield-legal.com)
2024-05-30 13:25:14

I am sorry to revisit Bad Faith; unfortunately we had our priorities shift.

deleted-U055HQT39PC
2024-05-30 13:25:51

Hey Dwight, how can I help

Dwight Thomas (dwight@shield-legal.com)
2024-05-30 13:26:02

Do you have a list of the fields that were removed from the campaign or a list of the fields that are now on the Bad Faith Campaign?

deleted-U055HQT39PC
2024-05-30 13:28:32

Insurance Bad Faith - ACTS - SIL - ACTS This is the current intake form

Dwight Thomas (dwight@shield-legal.com)
2024-05-30 13:32:50
  1. OK, I will update the LR automation and PA Flow to accommodate these changes. Thank for the quick response.
🙌 deleted-U055HQT39PC
deleted-U055HQT39PC
2024-05-30 13:33:55

Anytime

👍:skin_tone_5: Dwight Thomas
Dwight Thomas (dwight@shield-legal.com)
2024-06-04 14:51:30

Good Afternoon Anthony. Can we create the CustomFields for Injured Party First and Last Name please for Paraquat - AWD - Wagstaff - Shield Legal?

image.png
deleted-U055HQT39PC
2024-06-04 15:01:04

Hey good afternoon guys. Yeah let me see what I can do

deleted-U055HQT39PC
2024-06-04 15:07:19

Injured Party First Name <<Custom19889>> Injured Party Last Name <<Custom19890>> @here

Dwight Thomas (dwight@shield-legal.com)
2024-06-04 15:17:20

I am not seeing it in the form settings

deleted-U055HQT39PC
2024-06-04 15:18:36

General case questions, 72 & 73

Dwight Thomas (dwight@shield-legal.com)
2024-06-04 15:20:12

OK I see

✅ deleted-U055HQT39PC
deleted-U055HQT39PC
2024-06-05 16:23:27

@here our processing department sent me this file, I'm not sure if these is relevant to you guys or not, just saw it said (webhook)

devtestfail.png
deleted-U055HQT39PC
2024-06-05 16:23:49

it's a failed email from devtest

Dwight Thomas (dwight@shield-legal.com)
2024-06-05 16:27:05

We can look into this…, if it is an issue Power Automate should have the info in our logs.

Mike (mike@shield-legal.com)
2024-06-05 16:27:57

@Dwight Thomas no we won't bc the email isn't valid.. it has 2 @'s

deleted-U055HQT39PC
2024-06-10 17:59:10

Question, if I separate the retainer from the intake form on Paraquat - AWD - Wagstaff - Shield Legal, is that going to effect our integrations

Dwight Thomas (dwight@shield-legal.com)
2024-06-10 18:00:37

It SHOULD cause an error in processing as we are expecting a retainer to be attached. If it is not, an error will occur.

deleted-U055HQT39PC
2024-06-10 18:01:54

Essentially it will still be sent with the retainer when it goes final, however it will be sent as two documents instead of 1

Dwight Thomas (dwight@shield-legal.com)
2024-06-10 18:02:53

OK That should be fine. Our integration will kick off when the status is eSign Final.

deleted-U055HQT39PC
2024-06-10 18:03:18

ok awesome

deleted-U055HQT39PC
2024-06-10 18:03:53

i'll notify you guys when the changes are live. should prob be tomorrow, i'm just working on multiple things right now for BG & Dicello