Counterparty 360
Anderson Trial Partners
How the whole relationship behaves financially and operationally.
Law Firm · Southeast
Anderson Trial Partners
StableStableTrend: Stable · Primary contact: Sarah Foster · Preferred: AI Call
Relationship health
60
Exposure
$1.2M
Open AR
$881K
Avg days to pay
47
Promise reliability
80%
Response rate
85%
Preferred channel
AI Call
Dispute rate
Moderate
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Stable relationship; maintain current cadence.”
- Why
- Days to pay 47 vs portfolio 52; reliability 80% vs 80%; response 85% vs 71%.
- Evidence
- 6 open cases · 0 kept / 0 broken promises · 2 payment exceptions · trend stable
- Recommended handling
- Keep cadence steady; escalate after one missed commitment.
Financial intelligence
- Total exposure
- $1,152,200
- Open AR
- $881,100
- Recovered YTD
- $114,900
- Payments YTD
- 5
- Average payment
- $28,750
- Average days to pay
- 47
- Largest open balance
- $251,000
$0
Current
$183K
30–60
$206K
61–90
$340K
91–120
$153K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 47 → 47 → 47
- Payment timeliness
- Sometimes
- Partial payment frequency
- 0%
- Short-payment events
- 0
- Unapplied cash events
- 2
- Payment exceptions
- 2
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 0
- Kept
- 0
- Broken
- 0
- Window reliability
- —
- All-time made
- 0
- Partial fulfillment
- 0
- Profile reliability
- 80%
- Trend
- Stable
Communication behavior
- SMS response rate
- 50%
- Voice contact rate
- 33%
- Email response rate
- 67%
- Human contact success
- 70%
- Average response time
- 6.1 hours (illustrative)
- Preferred channel
- AI Call
- Last meaningful contact
- 2026-10-07 · Email · Callback
Relationship intelligence
Relationship memory60 · Stable
Keep cadence steady; escalate after one missed commitment.
Preferred AI Call · reliability 80% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- After 1 missed commitment
- Relationship manager
- Tom Becker
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 47 | 52 |
| Promise reliability | 80% | 80% |
| Response rate | 85% | 71% |
| Dispute rate | Moderate | Moderate |
| Recovery rate | 24% | 36% |
| Exposure | $1.2M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 6
$881,100 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-41882 | $251,000 | 105d | Broken Promise | — | 33 | Tom Becker | |
| G-35780 | $182,600 | 59d | Pending | — | 63 | Tom Becker | |
| G-37814 | $152,500 | 129d | Broken Promise | — | 48 | Tom Becker | |
| G-31712 | $110,800 | 66d | Pending | — | 56 | Tom Becker | |
| G-39848 | $95,600 | 75d | Human Review | — | 56 | Tom Becker | |
| G-33746 | $88,600 | 116d | At Risk | — | 57 | Tom Becker |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $21,500Unapplied CashPayment · Actionable · Approve recommended match or request remittance
- $32,800Provider/firm discrepancyCase G-31712 · New · Route to controls review
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $21,500 · TracePayment exceptionCheck #85054Other
- $7,350 · TraceHeld checkCheck #85064Settlement mismatch
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.2M12M ago $1.1M
Days to pay
4712M ago 47
Promise reliability
80%12M ago 78%
Response rate
85%12M ago 83%
Relationship health
6012M ago 61
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Sarah Foster | Lead attorney | (555) 0105-0421 | sarah.foster@anderson.example | AI Call | All channels permitted | 2026-10-07 · Email | Typical for firm |
| Steven Sutton | Attorney | (555) 0105-1413 | steven.sutton@anderson.example | AI Call | All channels permitted | — | Typical for firm |
| Anderson Accounting | Accounts payable | (555) 0190-0000 | ap@anderson.example | AI Call | All channels permitted | — | Responds to SMS status checks |
Fictional demo contacts.
Entity quality
- Golden record confidence
- 99%
- Duplicate risk
- Low
- Address verified
- Yes
- Contact verified
- 2/2 verified
- Relationship links
- 6 cases · 5 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07EmailEmail · Callback
- 2026-10-07CallHuman Call · Callback
- 2026-10-07EmailEmail · Contacted
- 2026-10-07SMSSMS · No answer
- 2026-10-07CallAI Call · No answer
- 2026-10-07SMSSMS · No answer
- 2026-10-07SMSSMS · Contacted
- 2026-10-07EmailEmail · No answer
- 2026-10-07SMSSMS · Paid
- 2026-10-07CallHuman Call · No answer
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Anderson Trial Partners is $1,152K with $881K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 6 open cases
- Largest open balance $251K
- 120+ days: $153K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.