Nelson Labs - Request a Quote — Phase I

project 795eb3c13c6cfd52
Normalized: nelson labs request quote phase i
moreland_contracts moreland_dashboard moreland_dashboard_demand toggl
Entity Properties (gold project table)
project_id
795eb3c13c6cfd52
name
Sotera - Nelson Labs - Request a Quote — Phase I [32 h]
client_id
6a12280e86372965
billable_rate
200.0
canonical_metadata
—
created_at
2026-07-21 02:35:41.545139+00:00
updated_at
2026-07-21 02:35:41.545139+00:00
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Yes
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alias_name
Ashford Products - Architecture Review Phase I [32h]
project_manager_alias
—
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—
qa_partner_alias
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32%
Separation Confidence How distinct this entity is from others. Higher means no close matches existed when it was created. Lower means a near-match was rejected just below the 80% threshold — worth reviewing.
Moderate — a somewhat similar entity exists
85%
Avg Match Confidence The average confidence score across all active source mappings. Shows overall quality of linkage between source records and this canonical entity.
Good match quality

Source Mappings (4)

Source Source ID Display Name Confidence Method Status Actions
moreland_contracts b7bdff9dfb41d3847b6593f46b61845f Phase I of the Nelson Labs Request a Quote redesign 0.80 fuzzy+embedding Active
Source Record bronze_moreland_contracts_ma_project_contracts
file_hash
b7bdff9dfb41d3847b6593f46b61845f
file_name
Nelson Labs - RaQ - Phase 1 - Arrangement Letter.docx.pdf
file_path
https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/Sotera/Nelson%20Labs%20Request%20a%20Quote%20%E2%80%94%20Phase%20I/Signed%20Arrangement%20Letter/Nelson%20Labs%20-%20RaQ%20-%20Phase%201%20-%20Arrangement%20Letter.docx.pdf
company
Nelson Laboratories, LLC
project_name
Nelson Labs Request a Quote — Phase I
contact_person
Kate Corr
contract_type
time_and_materials
hourly_rate
200.0
estimated_hours
32.0
total_fee_estimate
6400.0
brief_project_description
Assisting Nelson Labs with updating the Request a Quote form to support in-form routing and search functionality.
start_date
2026-07-07
extracted_at
2026-07-24T02:25:33.893582+00:00
raw_text_preview
ARRANGEMENT LETTER Page 1 of 4 July 7, 2026 Re: Nelson Labs Request a Quote — Phase I (In -Form Routing & Search) Dear Kate: MorelandConnect LLC (“Moreland”) is pleased to provide this Arrangement Letter (“Agreement”) confirming our consulting services (the “Services”) to assist Nelson Laboratories, LLC (“Nelson Labs”) with Phase I of the Nelson Labs Request a Quote redesign (the “Project”). Background The current Request a Quote (“RaQ”) form on nelsonlabs.com is a public, robust form built around nested test -code drop -downs and is well suited to existing customers who already know which tests they need. Prospects who do not know specific test codes are not well served by today’s form. Phase I updates the existing public RaQ form to support two pathways within the form itself: customers who already know their test codes continue through the current nested test -code drop -downs, while prospects who do not know specific test codes are route d mid -form to a streamlined set of qualifying fields. This in -form routing keeps a single, consistent form experience rather than introducing a separate standalone form. Phase I also adds search to the existing form so customers can type a partial term (e. g., “cyto”) and see matching test options (e.g., cytotoxicity). Excentric will handle native WordPress background and header updates; Moreland will update the main form and related routing and search functionality. Phase II — to be covered under a separate Arrangement Letter — will deliver a gated, in -portal version of the robust form for authenticated customers and decommission the legacy public robust form at cutover. Scope of Services Moreland will provide consulting services to assist Nelson Labs with the following: In Scope • In-Form Routing (Two Pathways): Update the existing public RaQ form to present two pathways within the form. A qualifying question routes customers who know their test codes to the existing nested tes
file_created_at
2026-07-20T20:40:49+00:00
file_modified_at
2026-07-20T20:40:49+00:00
created_by
Sam Wilsey
modified_by
Sam Wilsey
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—
moreland_dashboard Sotera - Nelson Labs - Request a Quote — Phase I [32 h] Sotera - Nelson Labs - Request a Quote — Phase I [32 h] 0.80 fuzzy+embedding Active
Source Record bronze_moreland_dashboard_md_timetoqb
toggl
Sotera - Nelson Labs - Request a Quote — Phase I [32 h]
quickbooks
Sotera Health LLC
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True
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Build
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FF
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moreland_dashboard_demand Sotera - Nelson Labs - Request a Quote — Phase I [32 h] Sotera - Nelson Labs - Request a Quote — Phase I [32 h] 0.80 fuzzy+embedding Active
toggl 220987043 Nelson Labs - Request a Quote — Phase I 1.00 fuzzy+embedding Active
Source Record bronze_toggl_projects
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220987043
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Nelson Labs - Request a Quote — Phase I
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updated_at
2026-07-20T20:44:20+00:00
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2026-07-20T20:43:21+00:00
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#566614
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Yes
template
No
auto_estimates
Yes
rate
200.0
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USD
recurring
No
actual_hours
—
actual_seconds
—
client_name
Sotera
status
active