Recovery War Room
AR Case Story
Case G-30469
·In Recovery·Owner Marcus Lee·David Cole
Outstanding
$36,500
Paid to Date
$323,900
Original / Expected
$360,400
Days Outstanding
41
Recovery Score
66
Relationship Health
86
Firm level · case context 86
Financial journey · select a stage
RevenueOS case assessment
80% confidenceRecovery score 66
What we found
$36,500 remains outstanding after partial payment.
Why
- •Settlement $360,400
- •Paid $323,900
- •Residual $36,500
- •No active dispute
- •No response for 0 days
Recommended action
RevenueOS recommends email itemized statement to accounting.
Expected impact
Up to $36,500 recovery.
Relationship guidance
- Maintain collaborative tone.
- Smith & Cole LLP remains a strong strategic relationship.
- Formal escalation is not recommended yet.
Case story
3 events · ET- Jul 13, 8:00 AM ETCase settled
- Oct 7, 6:02 AM ETAI Call · Firm disputed balance or settlement termsOutbound · RevenueOS Voice Agent · Dispute
- Oct 7, 10:51 AM ETSMS · Reached firm contact; follow-up notedOutbound · RevenueOS Outreach · Contacted
No payments received on this case.
No promises recorded.
| Owner | Task | Due | SLA | Status | Priority | |
|---|---|---|---|---|---|---|
| Marcus Lee | Follow up on settlement disbursement | Oct 11 | Within SLA | Open | Normal |