Malissa (malissa@shield-legal.com)
2024-08-09 11:09:02

hi @Ahsan. Baypoint has requested that we use a sharepoint box for their retainers and other documents. Here's what Cam is looking for:

image.png
Malissa (malissa@shield-legal.com)
2024-08-09 11:09:32

as Nick states, you might have some organization already complete. is that the case? This is Baypoint PFAS for now.

Malissa (malissa@shield-legal.com)
2024-08-09 15:15:17

hey you guys, i know it's a lot of stuff to put in. Any updates/different ideas/random people to hire to just put stuff in the folders?

Ahsan (ahsan@shield-legal.com)
2024-08-09 15:58:24

@Malissa can the shared folder be a google drive? If so we could have Mark retrigger and automation of all the leads. Have zapier or power automate scrap the email and load the files into a google shared folder.

Malissa (malissa@shield-legal.com)
2024-08-09 16:02:26

Let's find out. i just emailed them asking

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-08-13 12:59:59

@Ahsan we need to map out the timing of all the actions to get this sent today. the 3 of us can discuss as soon as you are free. My understanding is that you were ready to have Mark start his re-trigger process, then your script can route the docs.

Malissa (malissa@shield-legal.com)
2024-10-15 16:42:09

Hi @Ahsan. I have a first name for ACTS but i don't have a last name. Including Nick because i found it in an email he sent - Richard.

nick, do you have Richard @ ACTS info for integration setups and stuff?

Malissa (malissa@shield-legal.com)
2024-10-15 16:48:31

CRAP. Richard isn't with ACTS anymore apparently. Here's a list i found. Doug is an Attorney so i'd probably reach out to Chloe. • Chloe Gelpieryn - cgelpieryn@actslaw.com • Doug Rochen - drochen@actslaw.com • Richard Franklin - rfranklin@actslaw.com

👍:skin_tone_4: Ahsan
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-10-15 17:55:15

Mark Mina is our POC for everything ACTS going forward. There is a contact sheet/list that I helped Dustin with a few weeks back if that is helpful.

❤️ Malissa
Malissa (malissa@shield-legal.com)
2024-10-15 17:55:42

nice! can i get a copy?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-10-15 17:55:43

he is the head person at eztechsupport.com which is their 3rd party IT(?) company now

👍 Malissa