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AR Case Story

Case G-36684

·Open·Owner Dana Whitfield·Joseph Ingram
Outstanding
$221,200
Paid to Date
$146,900
Original / Expected
$368,100
Days Outstanding
82
Recovery Score
59
Relationship Health
93
Firm level · case context 93
Financial journey · select a stage

RevenueOS case assessment

80% confidenceRecovery score 59
What we found

$221,200 remains outstanding after partial payment.

Why
  • •Expected $368,100
  • •Paid $146,900
  • •Residual $221,200
  • •No active dispute
  • •No response for 0 days
Recommended action

RevenueOS recommends voice follow-up.

Expected impact

Up to $221,200 recovery.

Relationship guidance
  • Maintain collaborative tone.
  • Pemberton & Shaw remains a strong strategic relationship.
  • Formal escalation is not recommended yet.

Case story

2 events · ET
  1. Oct 7, 5:58 AM ET
    AI Call · Reached firm contact; follow-up noted
    Outbound · RevenueOS Voice Agent · Contacted
  2. Oct 7, 9:47 AM ET
    SMS · Payment confirmed by firm accounting
    Outbound · RevenueOS Outreach · Paid
DatePaymentReferenceAmountAppliedUnappliedStatus
Oct 7pay-85015Check #85015$27,800$27,800$0Fully applied
Oct 7pay-85035Check #85035$36,750$36,750$0Fully applied

No promises recorded.

No tasks on this case.

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