Counterparty 360
Calloway Law Offices
How the whole relationship behaves financially and operationally.
Law Firm · Southwest
Calloway Law Offices
StrongStrongTrend: Stable · Primary contact: Mark Garcia · Preferred: SMS
Relationship health
81
Exposure
$1.6M
Open AR
$1.1M
Avg days to pay
70
Promise reliability
71%
Response rate
79%
Preferred channel
SMS
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Strong relationship with dependable payment behavior.”
- Why
- Days to pay 70 vs portfolio 52; reliability 71% vs 80%; response 79% vs 71%.
- Evidence
- 5 open cases · 0 kept / 0 broken promises · 1 payment exceptions · trend stable
- Recommended handling
- Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Financial intelligence
- Total exposure
- $1,629,400
- Open AR
- $1,092,500
- Recovered YTD
- $138,550
- Payments YTD
- 5
- Average payment
- $30,810
- Average days to pay
- 70
- Largest open balance
- $254,100
$0
Current
$419K
30–60
$484K
61–90
$189K
91–120
$0
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 70 → 70 → 70
- Payment timeliness
- Rarely
- Partial payment frequency
- 20%
- Short-payment events
- 1
- Unapplied cash events
- 1
- Payment exceptions
- 1
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 0
- Kept
- 0
- Broken
- 0
- Window reliability
- —
- All-time made
- 2
- Partial fulfillment
- 0
- Profile reliability
- 71%
- Trend
- Stable
Communication behavior
- SMS response rate
- 75%
- Voice contact rate
- 100%
- Email response rate
- 50%
- Human contact success
- 70%
- Average response time
- 5.3 hours (illustrative)
- Preferred channel
- SMS
- Last meaningful contact
- 2026-10-07 · AI Call · Contacted
Relationship intelligence
Relationship memory81 · Strong
Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Preferred SMS · reliability 71% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- Only after 2 missed commitments and manager sign-off
- Relationship manager
- Tom Becker
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 70 | 52 |
| Promise reliability | 71% | 80% |
| Response rate | 79% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 33% | 36% |
| Exposure | $1.6M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 5
$1,092,500 open AR
Current opportunities
Money Finder opportunities linked to this counterparty.
- No open opportunities.
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $15,500 · TraceMissing remittanceCheck #85075Missing reference
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.6M12M ago $1.5M
Days to pay
7012M ago 70
Promise reliability
71%12M ago 69%
Response rate
79%12M ago 77%
Relationship health
8112M ago 82
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Mark Garcia | Lead attorney | (555) 0118-0783 | mark.garcia@calloway.example | SMS | All channels permitted | 2026-10-07 · AI Call | Typical for firm |
| Patricia Turner | Attorney | (555) 0118-1191 | patricia.turner@calloway.example | SMS | All channels permitted | — | Typical for firm |
| Calloway Accounting | Accounts payable | (555) 0190-0000 | ap@calloway.example | SMS | All channels permitted | — | Responds to SMS status checks |
Fictional demo contacts.
Entity quality
- Golden record confidence
- 95%
- Duplicate risk
- Low
- Address verified
- Yes
- Contact verified
- 1/2 verified
- Relationship links
- 5 cases · 5 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Contacted
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · No answer
- 2026-10-07EmailEmail · Paid
- 2026-10-07SMSSMS · Callback
- 2026-10-07SMSSMS · Contacted
- 2026-10-07PaymentPayment $28,100 received
- 2026-10-07PaymentPayment $41,450 received
- 2026-10-06ExceptionPayment exception · Missing reference
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Calloway Law Offices is $1,629K with $1,093K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 5 open cases
- Largest open balance $254K
- 120+ days: $0K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.