Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-01 10:21:15

Hey fellas, that call was not what I hoped it would be. Was expecting a demo and got Matt's scripted pitch. Did either or you come away with any dealbreakers as it relates to database and/or Salesforce integration?

Darrell (darrell@shield-legal.com)
2024-05-01 10:23:20

I did. It’s going to have the same challenges with Law Ruler. I’m heading into the office now. I was going to stop by and chat with you.

👍 Nick Ward
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-01 10:34:47

I’ll be in closer to 9 and we can chat. Feel about the same as you Nick. I would need to look into it more but I was laughing internally about getting a LR dev person to figure out the connections.

🫠 Nick Ward
👍 Darrell
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-01 10:35:20

It’s gonna be us figuring it out

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-01 10:51:59

FYI I got bagels and coffee coming in for the whole office

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-01 10:52:26

Well Brett was supposed to order it so we will see lol

Darrell (darrell@shield-legal.com)
2024-05-03 10:09:35

A colleague once shared this with me and it reminds me of our current dilemma with RingCentral. They're more of a ucaas even though they claim to do ccaas as well.

https://docs.google.com/document/d/1sVPpWP7FkXgNXaPph4UqJkEYXE3V8WQC6Dj2z5KvMOE/edit?usp=sharing

UCaas vs CCaaS
👍 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-03 12:12:57

FYI, I've reached out to Natterbox and DialPad. Quick call with DialPad at 2P today, added you both to invite. @Darrell if you want to reach out to your contact at Natterbox too, please do.

Darrell (darrell@shield-legal.com)
2024-05-06 12:50:31

We have a few dev sandboxes going now. Whenever we are ready to test a connector, here is the setup guide. https://fivetran.com/docs/connectors/applications/salesforce/setup-guide

Fivetran
Salesforce Data Connector By Fivetran | Setup Guide
Read step-by-step instructions on how to connect Salesforce with your destination using Fivetran connectors.
Original URL: https://fivetran.com/docs/connectors/applications/salesforce/setup-guide
👍 Nick Ward
Darrell (darrell@shield-legal.com)
2024-05-09 12:22:51

Dialer comparison notes https://1drv.ms/x/c/561cb95298b771b1/EU4uOZBLbkZDjvkcFS62C7EBOsAwrNzBnFvpEiZTd4F3kA?e=ZNTNbK

👍 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 10:58:27

Hey @Nicholas McFadden, Happy Monday, hope things are good. Will you be joining the Connex calls this morning?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-13 11:04:49

I will be sorry

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-13 11:04:55

in meeting with Shane

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 11:15:12

@Nicholas McFadden hey, wasn't that what was asked for weeks ago?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-13 11:33:31

Which?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 11:35:51

data dictionary that he mentioned...the 140-150 tables log.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-13 11:37:38

I think so can't remember lol

👍 Nick Ward
Darrell (darrell@shield-legal.com)
2024-05-13 11:45:29

Looks like just over 7k duplicate contacts along with a ton of just junk data.

🫣 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 11:46:30

@Nicholas McFadden just a thought, but if I'm an intake agent and I transfer a call, I might be somewhat inclined to sit on the line and listen in after the warm transfer is complete...if this is happening, it would cloud this and I'll have to crack down on teams if we can identify that

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-13 14:25:19

Hey guys I’m dealing with somethings going to need you to handle the meetings today. I trust you guys to handle everything and we can debrief later

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 14:26:23

*Thread Reply:* Thanks for the head's up @Nicholas McFadden. Hope everything is ok.

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 14:27:56

*Thread Reply:* I'll ask Ryan to push the SOW chat to tomorrow.

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-13 17:00:56

Connex One Contract in case you are curious...

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-14 13:48:06

How do you guys like this reporting tool vs the others?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-14 13:50:09

for real-time the flexibility is nice. although I would set it and forget it

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-14 13:50:24

the historical is what will be important

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-14 13:51:38

Question is how much we can change on the fly. The requests for small UI or new fields will be relentless

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-16 16:36:18

@Nicholas McFadden this TAM, Jon Aumann, has experience with a competitor of ours and is familiar with Law Ruler

👍 Nicholas McFadden
Darrell (darrell@shield-legal.com)
2024-05-20 12:06:20

Ok this is a no brainer at this point

Darrell (darrell@shield-legal.com)
2024-05-20 12:06:41

except for the TAM lol

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-20 12:07:12

I'm less familiar with reputation management costs, but $2 seems reasonable

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-21 11:33:12

Hey guys probably going to be out today. Will be remote as I can

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-21 12:54:13

Got it, thanks for letting us know. We are meeting with LR at noon. What is/are the question(s) I need to pose to Branden following your chat with Lewis yesterday?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-21 13:34:56

The main question is: when a new lead is created can they make an API post to ConnexOne? Or do they have a suggestion of another way to push newly created leads to Connex directly in real time not via Zapier or email automations?

👍 Nick Ward
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-21 17:31:16

They able/willing to push the new records?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-05-30 11:55:29

I don't want to ask this live on this call, but do we need to have a sequence of roll-outs between SFDC, Google Cloud DB and Five9? Any concerns about these overlapping?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-30 12:03:34

Can yall hop on the meet I just sent

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-30 12:03:53

Maybe any issue of resources

👍 Darrell
Darrell (darrell@shield-legal.com)
2024-05-30 12:40:02

Be on the meeting later. Have to run to dr appt

👍 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-05-30 12:41:27

Or we can chat tomorrow when I’m in the office

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-04 13:07:58

trying to log onto call

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-04 13:08:02

waiting in lobby

Darrell (darrell@shield-legal.com)
2024-06-04 13:08:29

It’s over

Darrell (darrell@shield-legal.com)
2024-06-07 12:42:58

I found my old Tony Robbins Nextiva dialer contract I negotiated back in March 2019. Pricing is similar to Five9 today. Nextiva Quote.pptx

👍 Nicholas McFadden
👀 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-06-12 10:22:10

@Nicholas McFadden thoughts on doing something for Shane's birthday tomorrow?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-12 10:34:41

He asked to work remote so he won’t be here tomorrow. Was thinking maybe Friday

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-12 10:45:31

So Friday lunch?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-06-12 11:56:26

Friday is the company 3yr anniversary and there is supposed to be an event and catering...

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-12 12:13:30

So today then lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-12 12:19:46

If this five9 contract gets sunk are we back to the drawing board or do yall want to try ring central or one of the other options we looked at?

Darrell (darrell@shield-legal.com)
2024-06-12 12:22:46

Ring Central would agree on a no term contract?

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-06-12 12:33:46

I don't think that any provider is going to agree to that ask... If we burn Five9, then we just have to find another vendor that can be seamless with Salesforce and RC is not that with their CX platform.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-06-13 04:10:07

Going to WFH today

👍 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-08-02 10:49:20

Good morning guys, I’ll be wfh to start the day. No change in availability until I have to pick up the car.

👍 Nicholas McFadden
Nick Ward (nicholas@tortintakeprofessionals.com)
2024-08-02 13:19:56

update...I'll be on-site 12:30ish

Darrell (darrell@shield-legal.com)
2024-08-05 09:15:10

Good morning guys. I’m gonna be work from home this morning while I present to the SBA loan group. Ping me here if you need me. Safe travels, Nick.

Nick Ward (nicholas@tortintakeprofessionals.com)
2024-08-05 11:06:36

Good morning, thanks for the head's up. Good luck with the presentation.

Darrell (darrell@shield-legal.com)
2024-08-23 15:05:53

Are you all joining the five 9 call

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-08-23 15:09:22

Yes technically difficulties

👍 Darrell
Darrell (darrell@shield-legal.com)
2024-08-26 15:27:20

a single point of failure

Darrell (darrell@shield-legal.com)
2024-08-26 15:27:36

Is not food

Darrell (darrell@shield-legal.com)
2024-08-26 15:27:42

**good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-08-26 15:28:10

Ya no bueno

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-18 11:59:24

@Darrell and @Nicholas McFadden Shall we take over Conference Room 2 on Friday's from Integrations or are you both planning to take the Datavative call remotely from your office/home?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-18 11:59:54

Remote

Darrell (darrell@shield-legal.com)
2025-04-18 11:59:55

I’m remote. Not feeling the best. But I’m on.

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-18 12:43:20

Aside from the action item with Sunnie and the Nevada campaign naming, I took these things away from that call... • Darrell and Zahir and troubleshooting well together in and outside of this call • DM and DS are making progress on campaigns; as errors/troubleshooting get solved, we should start setting a plan for what is next and give guidance on timelines (I know this can't be a guarantee, but it might keep Abe at bay; DM may be doing this already??) • JP seems passively engaged on this, so maybe I need to understand what we really need from him on this and how often he gets called upon to assist

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-18 12:43:36

I imagine it is a different experience when all parties are on from DL and Datavative too...

Darrell (darrell@shield-legal.com)
2025-04-18 12:46:42

Agree on everything you have here. I would like JP to actually confirm those IDs rather than show me where to search for them. There’s very little room for mistakes to be made so I would just like them to provide that stuff in writing.

Zahir and I are actually troubleshooting automations we didn’t create so we can’t really make changes but we can definitely poke around

He’s easy to work with because he understands the landscape and is not a finger pointer. He’s more of a teammate

Darrell (darrell@shield-legal.com)
2025-04-18 12:47:13

He’s like your typical scrum master he would work with on large projects

Darrell (darrell@shield-legal.com)
2025-04-18 12:47:35

I have to get ready for an 11 AM meeting, but I can follow up later with some updates

Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-25 12:49:33

This is the DL soup form and the signer's address fields as an example...

image.png
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-25 12:49:53

Anthony and team should be smart enough to not put a 'full address', then break it out as well. makes no sense

Darrell (darrell@shield-legal.com)
2025-04-25 12:51:27

It never makes sense. Exactly. Its always possible to bring them together as a full in one field if needed but literally impossible this way.

👍 Nick Ward
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-25 12:53:33

I think the problem is Anthony can't do it and he isn't going the extra mile to get support to make things like that happen

👍:skin_tone_3: Darrell
Darrell (darrell@shield-legal.com)
2025-04-25 14:20:26

Recording from today's meeitng https://app.fireflies.ai/view/Datavative-Dicello-Levitt-Shield-Legal-Project-Touchpoint::01JS5TV034PE7QGCYX4VYCHEGC

Fireflies.ai
Fireflies.ai - #1 AI Notetaker
Record, transcribe, search and collaborate across your meetings. Fireflies takes notes for your meetings and turn words into actions.
Original URL: https://app.fireflies.ai/view/Datavative-Dicello-Levitt-Shield-Legal-Project-Touchpoint::01JS5TV034PE7QGCYX4VYCHEGC
Nick Ward (nicholas@tortintakeprofessionals.com)
2025-04-30 13:40:47

@Nicholas McFadden Abe says campaign name, but if Law RUler doesn't match the Parent name in Litify, which should be provided?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-30 14:06:49

I think we provide our name because that is what is sent in the "Case Type" field whether they use it or not. They need to align it with the proper one on their side

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-04-30 14:08:17

Also, we have to provide the full co-counsel name not just TC etc