Recovery War Room
AR Case Story
Case G-28491
·In Recovery·Owner Dana Whitfield·Susan Miller
Outstanding
$68,500
Paid to Date
$46,500
Original / Expected
$115,000
Days Outstanding
62
Recovery Score
81
Relationship Health
86
Firm level · case context 78
Financial journey · select a stage
RevenueOS case assessment
94% confidenceRecovery score 81
What we found
$68,500 remains outstanding after partial payment.
Why
- •Settlement $115,000
- •Paid $46,500
- •Residual $68,500
- •Promise missed
- •Documentation resent
- •No active dispute
- •No response for 16 days
Recommended action
RevenueOS recommends voice follow-up.
Expected impact
Up to $68,500 recovery.
Relationship guidance
- Maintain collaborative tone.
- Smith & Cole LLP remains a strong strategic relationship.
- Formal escalation is not recommended yet.
Case story
9 events · ET- Aug 14, 8:00 AM ETCase settled for $115,000
- Aug 19, 8:00 AM ETFirm acknowledged obligationSusan Miller · Smith & Cole LLP
- Sep 2, 8:00 AM ET$46,500 payment receivedCheck #83390
- Sep 3, 8:00 AM ETPartial payment posted$68,500 remains outstanding
- Sep 7, 8:00 AM ETFirm promised remaining payment$68,500 due Sep 15
- Sep 15, 7:59 PM ETPromise missedNo payment received by due date
- Sep 17, 11:00 AM ETEmail · Missed-promise follow-up email sent to Susan MillerOutbound · Dana Whitfield · No answer
- Sep 21, 10:10 AM ETAI Call · AI voice contact · firm accounting requested settlement documentationOutbound · RevenueOS Voice Agent · Contacted
- Sep 21, 12:30 PM ETEmail · Settlement documentation resent to firm accountingOutbound · Dana Whitfield · No answer
- CurrentNo response for 16 days
| Date | Payment | Reference | Amount | Applied | Unapplied | Status |
|---|---|---|---|---|---|---|
| Sep 2 | pay-hero-initial | Check #83390 | $46,500 | $46,500 | $0 | Fully applied |
| Promise Date | Amount | Made By | Channel | Due Date | Status | Outcome |
|---|---|---|---|---|---|---|
| Sep 7 | $68,500 | Susan Miller | Human Call | Sep 15 | Missed | No payment by due date |
| Owner | Task | Due | SLA | Status | Priority | |
|---|---|---|---|---|---|---|
| Dana Whitfield | Confirm settlement documentation received by Smith & Cole accounting | Oct 7 | Due today | Open | Medium | |
| Dana Whitfield | Follow up on settlement disbursement | Oct 8 | Within SLA | Open | Normal |