Session Summary

Sam asked to test recipient routing and grab attorney/case-manager emails using Microsoft Graph API. The allowed recipients for attorney/case-manager completion notices are now only: assigned attorney, assigned case manager, Sam Aguiar, and Nathaniel Hatfield.

Live Test Inputs

• Salesforce org: LITIFY_TEMP
• Candidate lane: Treatment-stage matters, damages at least $20,000, known/minimum-known per-person BI coverage greater than 0 and at or below $25,000
• Candidate count: 12
• Team-member source: Litify litify_pm__Matter_Team_Member__c rows with roles Attorney and Case Manager
• Directory source: Microsoft Graph /users

Graph Resolution Result

• Candidate matters tested: 12
• Recipient blocks: 0
• Sam resolved as: Sam@kylawoffice.com
• Nathaniel resolved as: Nathaniel Hatfield, Hatfield@kylawoffice.com

Attorney/case-manager pairs found:

• Austin Pollard / Austin Johnson: 3 matters
• Jimmy Brown / Matthew Creech: 4 matters
• Nick Wilson / Christine Tingle: 2 matters
• Terry Goodspeed / Jordan Hatfield: 2 matters
• Trent Burns / Adam McDonald: 1 matter

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