Malissa (malissa@shield-legal.com)
2024-11-04 13:25:51

hi @Nicholas McFadden and @Dustin Surwill. I just talked to Kathy at VAM Law. We're not doing integrations with them. We should have integrations set up for ELG and or ACTS though, right? VAM is just putting the cases in folders for ELG and ACTS on their end - nothing to use API for.

👍 Nicholas McFadden, Dustin Surwill
Malissa (malissa@shield-legal.com)
2024-12-16 14:32:46

hi @Dustin Surwill @Nicholas McFadden ! What times will work for you for a meeting with ACTS?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 14:34:00

Anytime after 9am

Dustin Surwill (dsurwill@shield-legal.com)
2024-12-16 14:34:45

Not between 10:30 and 11

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 14:35:07

We do have Ryan’s meeting s

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 14:35:19

How about 9-10am?

Malissa (malissa@shield-legal.com)
2024-12-16 14:36:23

I got a meeting with Ryan and Anthony then

Malissa (malissa@shield-legal.com)
2024-12-16 14:36:51

What about 11:30_12:30?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2024-12-16 14:38:30

Sure I’ll get Ryan to move his 12 back to 12:30

Malissa (malissa@shield-legal.com)
2024-12-16 14:40:01

cool lol

Malissa (malissa@shield-legal.com)
2024-12-16 14:40:07

maybe it won't take an hour

Malissa (malissa@shield-legal.com)
2025-01-20 10:30:15

hi @Dustin Surwill and @Nicholas McFadden. Wagstaff with Meadow and LegaFi (separate campaigns) needs to get setup asap. What needs to happen?

Malissa (malissa@shield-legal.com)
2025-01-20 10:30:34

also, Nick was there ever an email address for distribution? Mark thinks you might know?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 11:09:23

Does LegaFi also need the integration or just Wagstaff?

Malissa (malissa@shield-legal.com)
2025-01-20 11:10:51

Right now we need to focus on Wagstaff setup for both. They want the API done first. Jon at Meadow has said they are good to backfill. I'll find out about LegaFi. have we done an integration with them before? i legit can't remember anything this morning

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 11:11:33

We are currently working on one: NEC Baby Formula - LegaFi - LegaFi - Shield Legal

Malissa (malissa@shield-legal.com)
2025-01-20 11:42:19

cool.

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 11:45:59

@deleted-U05QUSWUJA2 I need the following pieces of information verified / gathered from Wagstaff to be able to test the new paraquat integrations: "LeadProvider": "Meadow", "cfa_firm": 40, "co_counsel_split": 50

deleted-U05QUSWUJA2
2025-01-20 11:46:16

@deleted-U05QUSWUJA2 has joined the conversation

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 11:51:48

@Malissa Just awaiting verification of the above before sending a test for both of the paraquat wagstaff campaigns

👍 Malissa
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 11:56:45

Does Wagstaff want the signed & declines for these new campaigns?

deleted-U05QUSWUJA2
2025-01-20 12:06:31

I will reach out

❤️ Malissa
Malissa (malissa@shield-legal.com)
2025-01-20 12:13:01

Thank you, Nick!

deleted-U05QUSWUJA2
2025-01-20 12:37:50

LeadProvider = Meadow Law Firm Hear = Shield Legal custom796 = 40 custom797 = 47.5

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 12:38:48

And the values for the Paraquat LegaFi Wagstaff?

deleted-U05QUSWUJA2
2025-01-20 12:39:27

The mapping?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 12:41:04

I also need verification of those fields for the following campaign: Paraquat - LegaFi - Wagstaff - Shield Legal

deleted-U05QUSWUJA2
2025-01-20 12:42:54

I am asking

Malissa (malissa@shield-legal.com)
2025-01-20 12:43:57

@deleted-U05QUSWUJA2 do they want emails as well or just API?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-01-20 12:44:38

I asked if they need an integration or or just sending it to them is sufficient

Malissa (malissa@shield-legal.com)
2025-01-20 12:45:13

there are two of you lol. They told Jon Becker they want API setup first. just not sure on the emails as well

Malissa (malissa@shield-legal.com)
2025-01-20 14:30:21

@here how's this hot tamale coming along?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 14:32:16

Successful test for Paraquat - LegaFi - Wagstaff - Shield Legal. Our Lead ID: 665749, Their ID: 75260. Now triggering test for Paraquat - Wagstaff - ML - Shield Legal .

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 14:33:18

Forgot to set status to Pending for LegaFi. Will be correct for ML

Malissa (malissa@shield-legal.com)
2025-01-20 14:38:06

on track to be done today?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 14:39:45

Everything on our side should be complete and we will just await confirmation from Wagstaff that everything came through good before turning on production

❤️ Malissa
Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 15:38:26

Paraquat - Wagstaff - ML - Shield Legal Successful test, our lead id: 665751, their id: 75263 Now we just need to ask them if they approve the data that is flowing or need any changes

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-01-20 17:01:16

@Nicholas McFadden @deleted-U05QUSWUJA2 Is there anyone we can reach out to at Wagstaff while you're out? I can do it. We just got to make sure we can launch today. 🫠

deleted-U05QUSWUJA2
2025-01-20 17:09:39

Hillel and Marc

deleted-U05QUSWUJA2
2025-01-20 17:10:00

I shot them an email but feel free to introduce yourself with Dustin

Malissa (malissa@shield-legal.com)
2025-01-20 17:36:07

Marc... B?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-20 17:36:21

To: Hillel Charm <hcharm@wagstafflawfirm.com> Cc: Marc Massey <Mmassey@wagstafflawfirm.com>

Malissa (malissa@shield-legal.com)
2025-01-20 17:36:40

Ooooh

Malissa (malissa@shield-legal.com)
2025-01-20 17:36:41

Ok

Malissa (malissa@shield-legal.com)
2025-01-20 17:36:47

gracias

Malissa (malissa@shield-legal.com)
2025-01-20 17:36:53

i'm in leadspedia land

Malissa (malissa@shield-legal.com)
2025-01-20 17:40:31

Introducing myself now and just asking if they have any updates. Maybe they'll see one of our emails lol

Malissa (malissa@shield-legal.com)
2025-01-21 11:11:08

hey y'all @here Does Hillel's email make sense?

Dustin Surwill (dsurwill@shield-legal.com)
2025-01-21 11:13:04

Yes, I forgot to generate a signed retainer for those leads. I will have to look into why the name did not populate

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-01-21 11:13:21

Cool. He seems very nice

Malissa (malissa@shield-legal.com)
2025-01-22 09:46:18

@here Guys I’m working from home today. I’m sick. Looks like Hillel is happy?

Malissa (malissa@shield-legal.com)
2025-02-11 12:40:57

hey y'all (@here) please see Kasia's email for next steps with SGGH API

Malissa (malissa@shield-legal.com)
2025-02-11 12:40:58

🙂

Malissa (malissa@shield-legal.com)
2025-02-11 16:06:43

Hey @Dustin Surwill and @Nicholas McFadden @deleted-U05QUSWUJA2

Malissa (malissa@shield-legal.com)
2025-02-11 16:06:56

Have you guys looked at Kasia's email

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-13 19:10:10

Does 10:30_11:00 AM PST on Tuesday work for a meeting with the Neos Team? We can stay in CR2 after the huddle and use it for the meeting (it is not currently booked)

deleted-U05QUSWUJA2
2025-02-13 19:23:55

@Malissa we are going to do 1pm Tues

Malissa (malissa@shield-legal.com)
2025-02-20 13:43:56

Hey guys just FYI. My migraine is worse and I’m going to be wfh the rest of the day. I need a dark room

👍 Dustin Surwill, Nicholas McFadden
Malissa (malissa@shield-legal.com)
2025-02-20 15:20:37

I don’t know if I’m going to make the sggh meeting. I opened it up where attendees can edit so you guys should be able to allow guests and all that. If not ping me and I’ll hop on but not be active.

2 packets of bc headache powder and I’m still miserable. ☹️

👍 Dustin Surwill
Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 16:12:02

Kasia has not shown up yet

Malissa (malissa@shield-legal.com)
2025-02-20 16:24:59

Looks like she’s hopping on

Dustin Surwill (dsurwill@shield-legal.com)
2025-02-20 16:25:16

*Thread Reply:* Yes, we are talking now

👍 Malissa
Malissa (malissa@shield-legal.com)
2025-03-13 15:55:48

Hi @Dustin Surwill and @Nicholas McFadden. Desiree sent over this list of Camp Lejeune cases sent to Smart Advocate. Do we have a way of seeing who set these up even if they weren't with our team?

webDGCase (5).xlsx
Dustin Surwill (dsurwill@shield-legal.com)
2025-03-13 17:12:40

We cannot find any written communication around the September 19 date to or from crump related to camp lejeune. The first name on that list is not even a crump camp lejuene case (or signed...)

Malissa (malissa@shield-legal.com)
2025-03-13 17:19:13

What about power automate? Ryan mentioned that in his email.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-13 17:20:40

according to lr activity logs, they may have triggered via MPA upon turning final in 2022 & 2023 but they were not sent 9/19/2024 via lawruler

Malissa (malissa@shield-legal.com)
2025-03-13 17:45:41

K so what should we tell Desiree?

deleted-U05QUSWUJA2
2025-03-14 09:52:42

Might just need to use the report from her. Maybe dwight has email confirmations because they used to go off just email.

Dustin Surwill (dsurwill@shield-legal.com)
2025-03-14 10:48:38

We all checked our emails and slack messages and cannot find anything to or from Crump about camp lejuene. I wonder if the reporting team gave them an export from lr and they used a bulk importer?

Malissa (malissa@shield-legal.com)
2025-03-14 10:55:49

let's ask brittany!

Malissa (malissa@shield-legal.com)
2025-03-14 10:56:26

btw, ACTS says we aren't a priority so i think we should not prioritize them

Malissa (malissa@shield-legal.com)
2025-03-14 10:56:33

💅

Malissa (malissa@shield-legal.com)
2025-05-28 14:28:11

ok @here i think things have calmed down so i can recap.

What i'm gonna do is as soon as i get wind (if possible) of any new campaign, I'll let you guys know. If i get slapped with it before i'm able to give you a heads up, i'll wait a bit before posting in the call center channel (if i can. Cam gets busy. hopefully he won't notice). If i forget, come smack me with the dammit doll at my desk.

👍 Nicholas McFadden
Malissa (malissa@shield-legal.com)
2025-05-28 19:30:43

@here who has two thumbs and a rush setup request? This girl.

I need to eat. Anywho it’s West Virginia Hernia Repair with Bailey Glasser

Malissa (malissa@shield-legal.com)
2025-05-28 19:31:11

I won’t post to the call center channel until a bit later but Andy asked I get it in right away. Funds have been sent

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 19:31:40

Integration?

Malissa (malissa@shield-legal.com)
2025-05-28 19:31:42

@Dustin Surwill @Nicholas McFadden

I don’t have a lot of info yet

Malissa (malissa@shield-legal.com)
2025-05-28 19:31:57

Waiting for Andy to answer

deleted-U05QUSWUJA2
2025-05-28 19:33:39

I think they have moved to Litify and we have not done an integration since they moved so we would need a meeting to understand what is needed. Can you reach out to your contact to set a meeting?

Malissa (malissa@shield-legal.com)
2025-05-28 19:39:00

Ok they want everything as fast as possible and they want to start right away. They’d like integration but don’t think they’d have it done fast enough

Malissa (malissa@shield-legal.com)
2025-05-28 19:39:21

They don’t want to wait.

Malissa (malissa@shield-legal.com)
2025-05-28 19:39:42

…. Dang it. Now that song is in my head

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 19:56:05

Ok but let’s start the convos on building it out so in the future we are ready

Malissa (malissa@shield-legal.com)
2025-05-28 19:57:05

💯

Malissa (malissa@shield-legal.com)
2025-05-28 19:57:46

I’ll send them an intro email tonight. I’ve got some dog issues going on

Malissa (malissa@shield-legal.com)
2025-05-28 19:58:12

One stole part of my dinner. The other is limping.

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 19:58:48

All good

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 19:59:06

Take care of stuff

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:00:00

Since we are not in a rush but let’s just start the convo sooner rather than later because inevitably there will be a rush order with integration lol

Malissa (malissa@shield-legal.com)
2025-05-28 20:01:29

What titles do you want me to use for you guys?

Malissa (malissa@shield-legal.com)
2025-05-28 20:01:42

I’m working on the intro email now

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:02:15

Our normal ones

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:02:48

Head of BI and Integrations manager

Malissa (malissa@shield-legal.com)
2025-05-28 20:03:02

You don’t want like “Sir McFadden the Brave”?

😂 Nicholas McFadden
Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:03:29

You can say let me set you up with our data team

Malissa (malissa@shield-legal.com)
2025-05-28 20:07:00

I don’t think any of us want to do a 6am call right?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-28 20:07:08

No

Malissa (malissa@shield-legal.com)
2025-05-28 20:07:22

What are some good times?

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:08:01

“Want” no

Malissa (malissa@shield-legal.com)
2025-05-28 20:08:14

lol

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:08:17

Make sure he realizes this isn’t for this rush order

Nicholas McFadden (nickmcfadden@shield-legal.com)
2025-05-28 20:08:37

That if another time this or next week we can have this call

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-28 20:09:27

Between 10:30 AM and 2 PM PST

deleted-U05QUSWUJA2
2025-05-28 20:11:02

If it needs to be morning let’s do 8 or 9am. Dustin we can take it from home.

👍 Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-05-28 20:19:17

Odle will be the primary contact probably

👍 Nicholas McFadden
Malissa (malissa@shield-legal.com)
2025-05-29 15:06:08

@here Do we have an existing integration with Wright & Schulte? I found an old email from Ben Crump about it so i wanted to check.

Malissa (malissa@shield-legal.com)
2025-05-29 15:06:36

also heads up - i just invoiced Wright & Schulte for a Mormon Abuse campaign

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-29 15:07:39

No

Malissa (malissa@shield-legal.com)
2025-05-29 15:08:23

interesting.....

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-29 15:11:31

One was put in not queued 3 months ago and the other 6 days ago

image.png
Malissa (malissa@shield-legal.com)
2025-05-29 15:15:20

Sextortion is valid. Mormon abuse is brand new and Andy confirmed they want integration on it. Y’all are finding out before it goes to the call center.

Malissa (malissa@shield-legal.com)
2025-05-29 15:15:32

It’s like our secret

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-29 15:17:14

We will need a contact to talk to, endpoint(s), API documentation and API key(s).

Malissa (malissa@shield-legal.com)
2025-05-29 15:18:45

Yeah working on the contact. Not sure if the one I have is right

👍 Dustin Surwill
Malissa (malissa@shield-legal.com)
2025-05-29 15:24:59

Corey Artim - Cartim@yourlegalhelp.com

Malissa (malissa@shield-legal.com)
2025-05-30 10:12:03

hi @Dustin Surwill and @Nicholas McFadden. Good morning! Brittney and I just got this from Chris Odle: Brittany and Malissa,

We need some help with the daily reports. We're still missing data that is clearly being gathered during intake. The attached report is missing several fields that were included in the PDF sent with the signed retainer. We have no way to automate the data from PDF into Litify. Can we get some assistance in getting the daily reports updated so we don't miss data when trying to file cases?

Thank you, Chris

Since they're using Litify for it, is there anyway we could like.... integrate it?

Malissa (malissa@shield-legal.com)
2025-05-30 10:12:15

Forgive me for not knowing what all we can do lol

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-30 12:00:46

Either there is a secondary on this campaign or questions are not in layout that Brittany used to schedule the custom report

Malissa (malissa@shield-legal.com)
2025-05-30 12:04:26

Yeah the report part is a Brittany thing for sure. I'm not touching it. Just wondering if we can make it all better somehow.

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-30 12:08:29

I actually wonder if the data he is talking about are the hidden fields that LR had a bug that put them in the PDFs when they were not supposed to

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-30 12:09:07

Such as the S1, Alt ID and other information that is used internally

Malissa (malissa@shield-legal.com)
2025-05-30 12:10:25

Do you want me to pull you into a convo with brittany and/or Chris?

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-30 12:13:18

We cannot know if that is the case without more information. I can try to get an answer to if LR has fixed the bug yet

Malissa (malissa@shield-legal.com)
2025-06-23 13:17:33

hi @Dustin Surwill and @Nicholas McFadden. Literally just now got a contact for integrations with Cooper Masterman. They want to explore integrations and are not expecting it right away. I'll send you an intro email

👍 Dustin Surwill