deleted-U06C7A8PVLJ
2025-06-16 11:26:18

Hi Team. This is what Abe is saying:

image.png
deleted-U06C7A8PVLJ
2025-06-16 11:26:31

I wonder the four NH we created someone later on became Paraquat for some odd reason

deleted-U06C7A8PVLJ
2025-06-16 11:26:57

Also I wonder what other fields need to be filled out in order for us to "correctly" create the profile since I thought basic contact info would do the trick?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-16 11:27:23

@Richard Schnitzler can you please investigate what Abe is saying here

deleted-U06C7A8PVLJ
2025-06-16 11:27:43

I am going to let him know we are going to review this and get this taken cared of asap

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-16 11:27:59

Unless he is saying new leads from the integration or going somewhere incorrectly

deleted-U06C7A8PVLJ
2025-06-16 11:28:00

So he knows and we will respond back with an update once we investigate it

👍 Nicholas McFadden
deleted-U06C7A8PVLJ
2025-06-16 11:28:08

Yeah I was thinking that too

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-16 11:28:19

Maybe the mapping or Litify IDs are off

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 11:30:19

What records are we discussing? Matter, party, Intake? they want to know why things are changing in their system? I did open https://dicellolevitt.atlassian.net/browse/SHL-39 to discuss the limitations of the current field tracking they have

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 11:32:19

Case Type isn't tracked on Matter, so what makes him think that things came in incorrectly and what records is he looking at? Without some basic info we can't really investigate much from the Salesforce side

deleted-U06C7A8PVLJ
2025-06-16 11:32:42

Okay I let Abe know for now we are going to look into this and I ask him if possible to send us some examples / leads he is seeing that wasn't mapped correctly

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-16 11:32:56

I would maybe ask for an example of a lead that he is saying is changing

deleted-U06C7A8PVLJ
2025-06-16 11:32:58

Including I think we may need to review the ones we created last week to see if they are in the proper case types

👍 Nicholas McFadden, Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-16 11:33:19

Yeah I did ask him to show examples since I wonder what he is referring too

deleted-U06C7A8PVLJ
2025-06-16 13:43:43

Now in Jira Abe is pointing out other fields that were not updated such as Displayed name, etc.

deleted-U06C7A8PVLJ
2025-06-16 13:44:55

I had replied back explaining the process we did last week and that I mentioned if we were granted another opportunity (I say that because to me based on another email he sent directly to just me it sounds like he may say yes to that), all we need is simply a list of all the fields that needs to be updated in order to have a successful profile created

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 13:45:59

Sounds good, I would have thought the display names would update automatically, we didn't update them before but they did when we updated the case type

deleted-U06C7A8PVLJ
2025-06-16 13:46:51

I would mention that in the Jira comment as well if you want Richard (or maybe not) idk. lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-06-16 13:47:20

Talk with Daniel on what fields they normally need in there or any quirks regarding injured party vs signer etc

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 13:47:47

Sooo, I can add that, but I am also seeing the display names are updated 😛

deleted-U06C7A8PVLJ
2025-06-16 13:48:12

Okay. If Abe says "SL has another try on this" then I will talk to Daniel about it since currently he is saying his team to handle it on his own

deleted-U06C7A8PVLJ
2025-06-16 13:48:26

But I am sure he is going to realize that is too much work and is going to give it to SL again lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 13:48:29

Example: was updated to Paraquat Herbicide

Screenshot 2025-06-16 114710.png
:eyes_3d: deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 13:49:09

We need to start asking him to refresh his tab, if I had to guess

deleted-U06C7A8PVLJ
2025-06-16 13:50:02

It his in Paralegals giving him this stuff

deleted-U06C7A8PVLJ
2025-06-16 13:50:19

But yeah they need to refresh it lol

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-16 13:50:32

He is just relying the messages his team says lol

deleted-U06C7A8PVLJ
2025-06-16 13:50:34

Telephone

deleted-U06C7A8PVLJ
2025-06-16 13:50:37

🤣

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 13:51:01

Might be a better idea to connect with them, but IDK how realistic that is 😛

deleted-U06C7A8PVLJ
2025-06-16 13:51:07

Read the first sentence I put only and forwards his team messages to us

🤦 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-16 13:51:53

Yeah we do connect with the Paralegals but when things "go wrong" they prefer to let Abe know right away instead of asking us lol

deleted-U06C7A8PVLJ
2025-06-16 15:43:38

Hi @Richard Schnitzler Abe is stating to me and Nick (in an email) they are still having this problem ( I know he mentioned his team will update it) but may you check those paraquat ones we updated to see what fields they may be missing?

deleted-U06C7A8PVLJ
2025-06-16 15:44:03

Such as display name, record ID, etc (whatever other fields are necessary you think to have a "complete" profile)

deleted-U06C7A8PVLJ
2025-06-16 15:44:44

I say that because he is giving me vibes where he wants us to do it and if we are able to find those and possible update then I think he will be happy and moving forward we can have their team do it (but he probably gonna tell us to do it).

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 15:45:13

I took a look at the screenshot he provided, we need a definition of 'Complete Profile' because the requests and issues seems to change object and field moment to moment

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 15:45:34

That 'same issue' was on Matter not Intake

deleted-U06C7A8PVLJ
2025-06-16 15:48:29

Ahhh I see what you are saying

deleted-U06C7A8PVLJ
2025-06-16 15:48:40

I believe my response says the same thing as what you are saying you think?

deleted-U06C7A8PVLJ
2025-06-16 15:48:47

Giving us a template of "required fields" in a .csv

deleted-U06C7A8PVLJ
2025-06-16 15:48:48

etc

deleted-U06C7A8PVLJ
2025-06-16 15:49:53

We can review this with Daniel to see what "other" field he updates as well? Currently I am working on the flatirons weekly report not sure if you can talk with Daniel to see what other fields he updates as well since I think he created profiles in the past for DL and may know?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 15:52:11

That said, it looks like we have automation in the org to populate things like record type by marking the field 'SL Automations' as true on the Matter might help resolve those issues, but also, is that for us? Sikich was telling me last week that they are working on automation for Matter data correction. Even if it IS our responsibility, we should be coordinating these changes that manipulate prod data on the same object, even if just for order of operation concerns.

deleted-U06C7A8PVLJ
2025-06-16 15:58:30

That makes sense

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 16:01:38

I understand the frustration for Abe, but I get the impression that he would lose his mind if we broke something else, especially if that got in the way of another teams work.

deleted-U06C7A8PVLJ
2025-06-16 16:03:47

Yeah I asked him if he needs our help so we shall wait til what he says

deleted-U06C7A8PVLJ
2025-06-16 16:03:59

But very valid point lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 16:06:22

based on the info he gave us and looking at the automation, I Assume that he wants the Record Type set to Child Matter (012VT0000008PR3YAM)

deleted-U06C7A8PVLJ
2025-06-16 16:07:44

Ah I see. Yeah they are some fields I'm not familiar with but makes sense

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 16:07:50

We can run that update, and whatever other updates he wants and I don't see an issue, but I don't know all that he expects, sure display name is the party name and case number, but what else?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 16:09:46

Which is exactly why I would prefer they gave us the CSV ready to go, or a Report with all the fields they want.

This piecemeal information is just going to confuse everyone and cause issues when mixed with the telephone game that seems intrinsic to the process 😅

deleted-U06C7A8PVLJ
2025-06-16 16:10:09

Yup I 100% agree

deleted-U06C7A8PVLJ
2025-06-16 16:10:53

Then we can place that template somewhere in Jira as a reference

👍 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 16:10:56

that is to say: A Report from Salesforce, not a general term for information summary docs 😖

🫠 deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-16 17:04:08

Here are the Matters we updated BTW, so as soon as we can confirm Recordtype or whatever else, we are set to update

MattersUpdatedId.csv
deleted-U06C7A8PVLJ
2025-06-16 17:08:25

Sounds good. Thank you @Richard Schnitzler

deleted-U06C7A8PVLJ
2025-06-16 17:08:35

We shall see what he says but he hasn't gotten back to me yet

deleted-U06C7A8PVLJ
2025-06-16 17:09:44

Okay he just replied in Jira stating he is reaching out to his team for help so I guess they will let us know if they would like us to help them out I suppose

image.png
deleted-U06C7A8PVLJ
2025-06-16 17:10:16

But yeah I agree. We shouldn't update anything til we discuss what fields are required to have and having some type of .csv template is the key or else it will be telephone all over again lol

👍 Richard Schnitzler
deleted-U06C7A8PVLJ
2025-06-16 17:10:31

telephone

deleted-U06C7A8PVLJ
2025-06-17 11:30:01

Good Morning @Richard Schnitzler I have nothing to send over to you today to update since looks like Abe wants his team to update things however I will still reconcile the data from our end. @Nicholas McFadden I shall be finishing my Flatirons financials reports today and will send it over tomorrow. I am going to reach out to Nancy / Abe to see if Abe's team can provide me the missing e-sign dates for the intake DeMayo Cases that the third party did. Also I shall be working on the dashboard for Doug now that Alex sent that .xlsx to me. I shall use Looker Enterprise for this since Ryan told me Flatirons has a login / viewer access to our dashboard (if we were to share one) so I shall go with that method.

👍 Richard Schnitzler, Nicholas McFadden
deleted-U06C7A8PVLJ
2025-06-17 18:01:41

Update: @Nicholas McFadden After you showed me those dates I was able to adjust those values for Hair Relaxer. Paraquat Zek already got that fixed / resolved. I ran the rewrite code and no errors. So template1 and template2 are ready. The only thing I am now waiting for is Abe's team for those 10 intakes DeMayo did (the e-sign dates) otherwise I am good to go. I will be working on Doug's dashboard tomorrow to clean it up and inserting it into SQL table and then creating the dashboard and visuals, etc

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-17 18:03:20

I would, maybe not kill, but maim for sure, to see his dashboard. I would be happy to help.

deleted-U06C7A8PVLJ
2025-06-17 18:05:09

I appreciate offer the assistance @Richard Schnitzler Yeah once I have it nice and clean (the data) and have it connected I don't mind getting your feedback on what you think may look good, etc. Other perspectives is always a good thing

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-17 18:26:19

I am interested in that primary, to be honest, how he looks at and what he looks at would be very insightful

:cat_roomba_exceptionally_fast: deleted-U06C7A8PVLJ
deleted-U06C7A8PVLJ
2025-06-18 10:28:53

Good Morning team. Looks Abe replied back stating those 10 are from SL (well he only gave me 1 info about the 10 so far) but he stated it is a call center Cam had in 2022. If that is the case, must of been a different CRM or way of collecting data since those clients contact info I got from a Litify report which then I used that to search up in LR and found no results.

deleted-U06C7A8PVLJ
2025-06-18 10:29:24

If that is the case, if I were to provide you that list @Richard Schnitzler Can you look into Litify to see if SL sent that over including the data of when the retainer was signed?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 10:30:23

I don't see why not, let me know when you have it

deleted-U06C7A8PVLJ
2025-06-18 10:33:15

Thank you 🙌:skintone2:

The Magical 10.csv
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 10:46:37

Not only don't I see any Retainer Signed Date on Matter for these Law Ruler Ids, but I don't see any Matter, Intake, or Parties with them at all

😅 Richard Schnitzler
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 10:48:25

They exist, but don't have Law Ruler ID, I can find them by Case Number

deleted-U06C7A8PVLJ
2025-06-18 10:48:58

Gotcha. Does it show where they got them from and when the retainer was signed ?

deleted-U06C7A8PVLJ
2025-06-18 10:49:30

I can call you in slack if that helps ?

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 10:50:31

Hang on

🆗 deleted-U06C7A8PVLJ
Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 10:53:57

They have differing Law Ruler IDs, no retainer data, sent or signed

Edward Weber Matter Check-2025-06-18-08-53-05.xlsx
deleted-U06C7A8PVLJ
2025-06-18 10:55:36

Thank you. Yeah those law ruler IDs are not intake IDs but rather just secondary interview IDs. Which is what I pointed to Abe about. Lol

deleted-U06C7A8PVLJ
2025-06-18 10:56:04

He is saying this one was referred by SL : 221419

deleted-U06C7A8PVLJ
2025-06-18 10:56:18

I am wondering what field he is looking at to see that lol

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 10:57:22

no idea, harder too when he starts adding words like 'intake', no retainer information is captured in Intake, it's all in Matter

Richard Schnitzler (rschnitzler@shield-legal.com)
2025-06-18 15:49:16

Hey Folks! Still not seeing any indication that we created initial intake in the DL system, added Intake & Created by to help further clarify, here is a public report they can view as well if they want to dig in further!

https://dicellolevitt.lightning.force.com/lightning/r/Report/00OVT00000KOHdn2AH/view?queryScope=userFolders

Screenshot 2025-06-18 134118.png
deleted-U06C7A8PVLJ
2025-06-18 15:50:26

That is very helpful ! I like it. Thank you for the update on these @Richard Schnitzler. I am doing one last glance again and searching in LR if Plaintiff provided us additional numbers and searching based on address too and so far no luck lol

👍 Richard Schnitzler