This is “THE LIST” of what we are working through!

top main issues

completed tasks:

  1. conditional webhooks.
  2. FormReader password reset is the reset of formreader (login issue in process).
  3. automail.docupletionforms.com is up (PowerMTA in process).
  4. MyRealMobile PBX Dealer with discount codes.

coming next tasks:

  1. single sign-on (FormReader issue included),  and payment levels/addons.
  2. PowerMTA for automail.
  3. Perfex (added into single sign-on).
  4. RackSpace Office365 (Lexis addon for citations and HIPPA compliant email).
  5. WHMCS for WordPress & then SiteLock Channel Team too.
  6. MyRealMobile PBX login synchronized with single sign-on.
  7. RCO.

Using our software and integrating is going to be a whole module inside of the consulting.apexlawservice.com $3500 consulting program.

Sohail of the former 19venture.com is going to be the contractor for adding new whole components.

Karan Singh Sisodia of Alfa Intellitech is my Zapier guy and is going to expand our connection to the other programs on the server beyond just the contact form.

Rose Mary of Easy Forms is going to work on the contact form modifications.

CoinDeveloperIndia is going to make RCO for us.

Mainak Bhattacharya is our individual universal project guy we use for different tasks.

ExpressTech Software is going to put together our SAML SSO.

When I become a Dan Martell Student oficially, I am going to use their authority site and hopefully have Adam @ WeWeb.Design help me put together an excellent site.

This is a list of Code Canyon freelancers who can do the custom work between the problems and also do the installs if we cannot retain our normal contractors above.  the custom admin panel is going to be well worth it.

James Polk is coordinating the entire project with the Funnel in mind.


pulseway monitor system for servers.

voluum affiliate tracking

 

  1. Twilio Verify.
  2. sujan patel – marketing youtube
  3. credit suite is $597/mo.
  4. zoho is where i started looking at sso and they have a ton of different programs.  domo the business cloud has a ton of the same type of suite of programs too.
  5. dashboard 0Auth2 and Auth0 dashboard items.  it might be just as easy to extend our SSO to add as many programs as somebody wants to log into via DFC.
  6.  https://accessibe.com/pricing
  7. possibly adobe for automatic document selection and completion or pdfninja too.  reseller document cloud.  adobe has a partner program.
  8. Zenefits for Employees $5000, BizInsure for general liability $200, E&O $200 and Cyber Liability $200, SimpleBond for LDA/Paralegal Bond $200.  Office $1000, paychecks $15000 + ~5k overhead = 25k/mo.-30k/mo.
  9.  eficiency focus on software startup is obviously required!
  10.  jetpack backup for WordPress
  11. wordpress and whmcs and new server + eNom reseller.
  12. Rework DFC -> Tapfiliate integration (zapier one was having issues), possibly use this as the first use case of creating a customer specific integration for Apex Law Service that then becomes the prototype for the universally available integration for the public using Tray.IO embedded.
  13.  Splunk and Tray Embedded. auvik.
  14.  Rossum, 2checkout is now verifone – integrate with PDI and BlueCube from the cash register invoice scanning.
  15. Alert Logic and Kroll – potential security on top of SiteLock for other servers etc.
  16. digital business card.
  17. RackSpace CloudHosting too.
  18. cyber liability insurance.
  19. shipboard is a team colaboration utility.
  20. maybe use this ebook creator.
  21. HRM might be good as a CRM too with the changes of:
    1. Stock changed to Supplies
    2. Payments to Us, Payments to Our Clients.
  22. RISE might be a good option for Apex.
  23. acelle email is probably the best and rivals active campaign with conditional email flow.  we can set it up as a saas and probably use our own central sendgrid so people do not need their own sendgrid.  is $300 monthly.  I think I am going to have people connect to their own SendGrid and just have the Chatbot and Accounting programs on the $25 level with the email so that the value is still there even though subscribers have to setup an additional $14.95 sendgrid.  Or put the email at the $15 level and stack the PDFDocx on top at the $25 level rather than making it a $5 addon.  Or, the thing is probably/maybe put the acelle at the $5 level with SendGrid and at the $25 level with our PowerMTA once we start making enough to cover it plus an IT person.
  24. perfex is probably the best crm.
  25. perfex addons can probably be part of the $25 subscription.  This is a neat Chat Addon to perfex.
  26. Also this chatbot that integrates with the Google DialogueFlow API is on the list.
  27. This all in one invoice, billing and accounting software is excellent and here is the documentation page.
  28. Need a new SiteLock.
  29. viddyoze.com
  30. PaidMembershipsPro is $300 yearly.
  31. We are going to add in some APIs that we create that are like the current addons –  (support), but function as per the license like APIs.  Here are the addons.  There also might be a upgrade available to the core easy forms program.  We are going to make most of these addons available to our users as a separate tab at the top of your dashboard next to themes called “User Addons
    1. Stripe (want to modify)
    2. LawPay
    3. DocuSign
    4. ActiveCampaign (copy current Addon same as above)
    5. The PDF Addon installed but does not function properly and it is due to the need for upgrading the core program.  Rose Mary is going to update the program so that the addons will work once they are done with the Zapier integration.
    6. There is also a MySQL Addon.
  32. I would also like to make it so that each User has a 1-their personal number of form rather than each form made by ANY DocupletionFroms subscriber being the next number in sequence, lol, this might be one of the more difficult tasks ironically.
  33. We are going to pay Rose Mary $150 to upgrade the program and probably have her do some of the webhook work and also work with Karan on completing the Zapier.  We have to migrate to a Centos 7 from our Centos 6 too.  Pain in the ass in one way, but ultimately it is an every day thing.  We just have to check through every dam little connection to make sure everything is hooked up properly still.  Will probably take a week straight.  Look at Dedicated Server and AWS.  We are then going to have Rose Mary and Karan put together the API for EasyForms which is made on the Yii Framework.
  34. ClickFunnels will connect to PaidMembershipsPro via Zapier and costs $97.
  35. Zapier will cost $50.
  36. SiteLock will cost $100.
  37. SupportPRO Server Management is $100 per server and these guys do tech support too, though it is $950 it is worth it.
  38. CallJoy.com is $39 a month and probably worth it.
  39. CloudVO.com has a $27 phone answering setup too.
  40. BillyGene has some deal about phone answering/appointment setting that is probably pretty on point for consulting.
  41. This is the little video about Calendly and ClickFunnels for consulting and ultimately for demo scheduling.  The integration between the two is supposed to be pretty good.  Calendly is $15 monthly.  This is a basic instructional from clickfunnels on how to embed a calendar.
  42. Acuity Scheduling looks better for $50 a month.
  43. Talked with Rose Mary about making the Webhooks accessible by the Users and not in this fashion.
  44. Doing a double check for any HIPPA and GDPR Compliance Issues.  The goal is to make a 100%  HIPAA Compliant,  GDPR Compliant and therefore 100% secure portal for privileged communications.  GDPR article, HIPAA article. list of articles about both.  this article shows that godaddy has a good hipaa compliant route.
  45. RetianerCrypto.Online is going to cost around $10,000.00 and we need to make an API, but I think that is going to be a part of the $10,000.00.  This is the Bullet Point List of the token elements.  We are including an element of override at a judge’s orders and/or in the event of death and loss of one party’s oracle key.  We also need to adjust the profit margin so that a transaction from purchase/conversion of the RCO to transaction to sale/conversion costs less.  $0.005 on top of the network and banking fees I think is the proper conversion/transaction fee because it amounts to $75 ($25, $25, $25) for a purchase, transaction, sale of RCO for a $5000 sized transaction.
  46. We need to make the auto-pre-logic document selection and completion element on top of the current PDF.NINJA form reader.
  47. I need to setup a GitHub for everything.
  48. DIVI is so cool!  I think we will make a secondary $50 micro-site offer to build a 5-page calling card site on the WordPress and we will then be able to install DIVI and advertise that we will install DIVI if a client pays for the micro-site.  good clickfunnels order bump that adds $235 to the value ladder.
  49. need a “lost password” for form reader login, but will not be an issue after SAML SSO.
  50. EDIT TO FORM EDITOR: Conditional URL Destination Upon Submission of Form.  Would be excellent.
  51. EDIT TO FORM EDITOR: Button Style Editor.
  52. I want to setup a WHMCS and ENOM so people can automatically setup their 5dollar.site sites once they upgrade.  Maybe I will make that a 100% completely separate $5 subscription.  I have a guy who has quoted me $500 for this.
  53. PHPDocX is awesome and we can make a SAAS license with them.
  54. I might add this ip address tracker and make it available as a part of the subscription to help people track where their visitors to their sites are coming from etc.
  55. We are going to be making a WordPress plugin with shortcodes.
  56. ZipCloud is a neat little file sharing PHP Code App. ShareFile is maybe better.
  57. fuzzy line of ip address collection (docupletionforms webhooks contain ip address which for people who can find information from ip is considered personal information and for GDPR it has to have business purpose (affiliate tracking) and so i might need a disclosure for people to sign saying they are aware)  good article.
  58. fits with signing BAA (need to make) and 11USC110 en re reynoso non-lawyer bk petition disclosure.
  59. need a tapfiliate integration and also conditional webhooks.
  60. ClickUp Integration on top of zapier api integration.  input clickup api code into docupletionforms.
  61. .

single signon elements.

 

  1. ExpressTech Software looks like they can help me with the proper development of a single sign-on with PaidMemberships Pro.
  2. AUTH0.com with PaidMembershipsPro.com as the identity provider is a perfect SAML.
  3. Azure with Auth0 is a common identity provider.
  4. Not sure if zapier can connect azure with paid memberships pro or if that is how it works.
  5. azure tokens.
  6. auth0 and wpmemberhship plugins.
  7. and then there is oauth 2.0 for token access to different data types (sort of).
  8. we might make it possible to sign into your other common online accounts via a connection with azure too, so all you need to sign onto is docupletionforms.com.  accounts like gmail and facebook, etc.

settings between micro-programs – these are the type of suggestions we want from our subsribers.

  1. Between the SQL database of  the contact form and the CSV database of the CSV editor. .
  2. Some more .
  3. Webhook produced by the CSV Editor to allow input into the CSV from the program where you place the webhook.
  4. When somebody submits a message via one of the contact forms, a domain level trigger to where if the form is embedded on a specific page, the chatbot will pop up and say thank you for your message, we will get back to you, try asking our automatic chatbot a question because the most common keywords are connected to quick topical mini-articles that might just answer your question right away.
  5. obviously an automatic placement of a name and email into a list with a tag for our email program.

issue based articles in the works

  1. expert law systems and outsourced paralegal law services as a solution to the issue ruled on in en re reynoso.  www.apexlawservice.com/consulting
  2. training pages for paralegal programs, law schools, paralegal associations, business major programs, real estate associations, mortgage associations, tax associations.
other services related to docupletionforms
  1. LegalShield & IDShield + LS & IDS Associate Business
  2. VPN
  3. ClickFunnels
  4. Expert Secrets
  5. ApexLawService.com/consulting
  6. 5-page micro-site with Divi for $50.
  7. $900 site deal with Adam at WeWeb.design.
  8. 2 new software projects 1. living wage matching: interests, aptitudes, experience, skills and living wage of employer and employee 2. gps security guard platform for private patrols.
marketing items
  1. get on capterra & salesforce
  2. finish getting on zapier and build out a larger integration to the other parts of the program beyond just the contact form.
  3. add this .
  4. business url shortener.
  5. this is a good courst ($199) on camtasia, Final Cut Pro X & Wirecast.  Sort of need a better livecast software or at least a better screen capture, but preferably both.

———————————————————————————-

next main issues and getting to be a hodge podge.

 

  1. LawBooksForLess & RedShelf NOLO Affiliate Links for law books and DIY.
  2. Atlassian adds onto Azure and has lots of features for 5000 yearly for 500 users.  dk.  might be a down the road thing.
  3. ATERA managed service provider is awesome.
  4. This is a multi-channel marketing program that integrates with sendgrid and other programs for sms etc.
  5. This article is about connecting to SQL Databases remotely.  We might connect our program to a larger database on a larger server.
  6. I want to setup a standard .PHP script to a SQL database procedure like this.
  7. I want to install this CRM program and add a “contact form” and “data-merge” tab inside of it so that maybe the CRM SAAS will be the subscription management system.  The idea is to leave the contact form still free as is and maybe make the form reader free, and add the webhosting with c-panel into the CRM price.
  8. Here is a for how to Export Data from MySQL Table to CSV File in PHP.
  9. ClickFunnels?
  10. I need to figure out how to only allow www.DocupletionForms.com as a referrer for my AWS S3 buckets which should allow me to place links to some eBooks and embed some videos on different membership protected pages in a fashion that keeps people from hotlinking and accessing the content directly by copying the URL of the asset.  Amazon AWS S3 buckets with domain level security so that people can only see protected content when they click to it from a specific URL.  
  11. One thing – PaidMembershipsPro might replace SentryLogin (SentryLogin however could remain the program and we can make a second $15 account for DocupletionForms & a $5 account for 5dollar.site.  One of the issues is that maybe we should automatically give a c-panel so people can use the MySQL addon that we are adding after the install of Zapier and the upgrade and the script change adding the addons to the user side) and integrate via Zapier to ClickFunnels and lock WP, HTML and PHP pages.
    ————————————————————————-
    <?php
    if(pmpro_hasMembershipLevel(‘FREE’))
    {
    ?>
    //Place your HTML or PHP code here if the user is in the required membership level
    <?php
    }
    ?>
    ——————————————————————————
    will work on non-wordpress files ie php login screens with the script from this locked page:  https://www.paidmembershipspro.com/locking-non-wordpress-files-folders-paid-memberships-pro/ which i guess is the same as this page on github:
  12. This is how to hide the WP dashboard.
  13. Do the update and then add this code to the non-wordpress php files.
  14. We are almost done with our Zapier.com connection and should be done right after New Years 2019.  Then we will be maintaining our Zapier Connection.
  15. Make a SharePoint Zapier Integration Training Page.
  16. Here is an article on Ethereum Network Fees & GasRCO is also going to create a situation where Apex Law Service can be mediators, and will be a great segue into the owner financing document creation & note servicing business.  How to make your ownAlso Dapp University specializes in blockchain programming training.
  17. I need to evaluate a security protocol for the databases and also a legal protocol for our procedures with respect to the databases as per current GDPR rules once the migration to the Linode Server is complete and the Zapier is connected.

— hodge podge but good items —

This is a list of tasks that I want to accomplish and am going to hire Subcontractors to complete.

Projects we are working on &/or still need to start working on with a Subcontractor.

  1. SAAS Optics is awesome!
  2. Might start using SalesForce/small-business.
  3. Might add this that uses sendgrid into the mix.  This one is kind of neat too.
  4. This is a neat little CSV Program.  I have it installed on DocupletionForms.com/CSV/ login:demo, pass:csv, and still need to configure it beyond the demo settings and demo csv database like on the directions page.
    this is an addition that the creator of the code said I should be able to add to make it a multi-user login:
    // ADD – User-Management 18.10.2018
    $allowUserManagement = TRUE;
    The code creator said:
    “here you will find the Multi User Version and remember to ad the var in the root to the config file.”  I bought and installed the regular license download from codecanyon, and there might be an extra file or two in the extended license download or I might have to do dev. work to make it accessible by subscribers who each have their own database.  Not sure.  Looks good because it is simple and therefore an element that can be modified and added to what else we are offering. —There is already a beta version on my mac dev environment with multiple logins.  —You need a Script that export the db before editing to an CSV file and after the CSV Edit you need a Script that Import the CSV to your db.  If that is ready you call that before and after the edit of an CSV file.
  5. HIPPA – here is an article from the HIPPA Journal about making G-Suite HIPPA Compliant.
  6. GDPR & HIPPA – GDPR requirement to only save data for as long as required for business purpose can be met by arguing that HIPPA requirement to save data for longer than GDPR would dictate is itself a business purpose for a US Company doing business out of the US even with EU Countries.  John J. Isaza – 7 Steps for Legal Holds.  He recommends VIRGO.  VIRGO has an API!
  7. LexisNexis has a cool set of APIs as well.
  8. WestLaw Thomas Reuters Clear Integration API.
  9. Think about HIPPA Compliant eMail addresses $10 monthly.
  10. RestrictContentPro.com is an interesting option, unless it does not restrict non-WordPress content.  Their payment is $499 lifetime v. $25 monthly but in a yearly payment of $297 for paidmembershipspro.  I think paidmembershipspro will work for my php pages.
  11. Paywall search.  Article about Founder of Paid Memberships Pro.
  12. A SAML would be nice to control all including ClickFunnels.  Not sure if ClickFunnels can work with SAML SSO, but with PaidMembershipsPro, the membership area can be integrated via webhooking to Zapier and Stripe to allow the funnel to work correctly for a free signup (need to integrate our defacto free signup too) and/or an upgraded paid purchase in the funnel.
  13. SAML SSO?  — vault for ssoCA from Chris McLennan.
  14. Ravi Soni contact@expresstechsoftwares.com

    Where you want PMPRO members to be able to login into the above section or any other section/portal which are hosted on the same server.

      • Service Provider
      • Identity Provider
      • Single DB of users for IDP.
        • Or need to write a module to search for user in multiple DB
      • You will also have to think about SLO so when a user clicks on logout in your site you might have to clear their session from your application and redirect them to the IDPSSO Requirements:
      • Useful pages:
      • Estimated Time: 10 Working days.
        Estimated Cost: USD 2600
  15. https://www.udemy.com/course/identity-access-management-learn-oauth-openidsaml-ldap/
  16. Advertising – pay Google bill and do AdWords.  Bing is good.  FB is good.  This will allow YouTube too.  
  17. SEO work on our site itself.
  18. We are going to be making a WordPress plugin for DocupletionForms and a Documatic.Website WordPress Theme.  I was hoping to catch a Theme Developer like these guys before they completed their project and partner with a group who is savvy about contact forms.  We are hopefully going to be making a backwards integration with a whole set of different contact form programs so they integrate with our data-merge and therefore the rest of the developing program beyond the contact form so that a person will not have to change their contact forms out on the internet, but can just merge the data they collect into the different document program functions we provide.
  19. We are also going to make Docupletion.com into a site with multiple subdomains, one being www.FORMS.Docupletion.com, which will be a page that can log you into www.DocupletionForms.com and www.CRM.Docupletion.com will be a paid CRM and you will also be able to access your FREE www.DocupletionForms.com from inside.
  20. We might use this Laravel CRUD Editor on micromatic.website
  21. When our zapier goes live, we are upgrading our core contact form, adding addons, finishing integrating the csv, adding a crm, adding an email program, unifying the logins and setting payment levels.  A company like devsquad might have been nice, lol.
  22. engagio orchestrate is pretty awesome.  
  23. Upgrading to AlertLogic from SiteLock would require a migration from HostGator to Amazon.  It is probably a year 2-3 project.  Also, look at them with Linode.
  24. This page wasn’t meant to be such a hodge-podge, but this is another possible email program.  
  25. Thinking about paying $21 Monthly for Adobe After Effects to edit pre-made videos:  I can’t even believe how perfect and cool some pre-made stuff is these days.  Take a look at this little animation logo.  I might end up working on this one.This one is crazy too.
  26. My DFCquizgame Editor is https://docupletionforms.com/quiz/edit.html and the documentation is https://docupletionforms.com/quiz/gamefolder/ the XML files are saving but don’t seem to be populating for changing the questions around.  I think I will just change out all of the questions to be more business like questions.  The link to the quiz is https://docupletionforms.com/quiz/.  The only question I have tried to add is to the IQ Test section about how many branches of government are there.
  27. One thing I have been thinking about doing is using a CRM as the one login program and then just connecting the other programs to it rather than doing a set of SAML SSO/SLO.  I like SAML SSO/SLO because it is an easy to add to modular type of model once we start to bring in cash flow.  Here is a tutorial on making a login to a php form and creating a SQL database with a connection between the php form and the database.  
  28. This is an idea for making an internal subscription management program.  Here is a search and Membership Manager and CMS etc. are other searches.  The thing about it is that there is so much compliance with billing that I have wanted to use a company like PaidMemberships Pro or Chargbee.
  29. Some of these instant messenger programs are cool like YO BRO. ( — yobro itself — )
  30. This is an interesting little HTML5 theme.  Here are a bunch more templates for SAAS HTML Pages.  Here is a simple seeming tutorial on how to make an HTML site into a WordPress Page.
  31. mendix.com is interesting.
  32. 3D Stacking Chips would be amazing to make a tablet that connected to any other device and had an industry by industry set of comprehensive tools.  law school literature and tools too.
  33. this is a cool crud and database tutorial.
  34. collapse os is awesome.