Counterparty 360
Granite Trial Group
How the whole relationship behaves financially and operationally.
Law Firm · West
Granite Trial Group
StableStableTrend: Stable · Primary contact: Sarah Porter · Preferred: SMS
Relationship health
70
Exposure
$1.1M
Open AR
$807K
Avg days to pay
37
Promise reliability
75%
Response rate
75%
Preferred channel
SMS
Dispute rate
Moderate
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Stable relationship; maintain current cadence.”
- Why
- Days to pay 37 vs portfolio 52; reliability 75% vs 80%; response 75% vs 71%.
- Evidence
- 5 open cases · 1 kept / 0 broken promises · 1 payment exceptions · trend stable
- Recommended handling
- Keep cadence steady; escalate after one missed commitment.
Financial intelligence
- Total exposure
- $1,128,900
- Open AR
- $807,100
- Recovered YTD
- $139,100
- Payments YTD
- 4
- Average payment
- $38,200
- Average days to pay
- 37
- Largest open balance
- $244,700
$142K
Current
$245K
30–60
$208K
61–90
$213K
91–120
$0
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 37 → 37 → 37
- Payment timeliness
- Sometimes
- Partial payment frequency
- 0%
- Short-payment events
- 0
- Unapplied cash events
- 1
- Payment exceptions
- 1
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 1
- Kept
- 1
- Broken
- 0
- Window reliability
- 100%
- All-time made
- 1
- Partial fulfillment
- 0
- Profile reliability
- 75%
- Trend
- Stable
Communication behavior
- SMS response rate
- 83%
- Voice contact rate
- 100%
- Email response rate
- 100%
- Human contact success
- 70%
- Average response time
- 4.7 hours (illustrative)
- Preferred channel
- SMS
- Last meaningful contact
- 2026-10-07 · SMS · Contacted
Relationship intelligence
Relationship memory70 · Stable
Keep cadence steady; escalate after one missed commitment.
Preferred SMS · reliability 75% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- After 1 missed commitment
- Relationship manager
- Marcus Lee
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 37 | 52 |
| Promise reliability | 75% | 80% |
| Response rate | 75% | 71% |
| Dispute rate | Moderate | Moderate |
| Recovery rate | 29% | 36% |
| Exposure | $1.1M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 5
$807,100 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.
- $13,700 · TraceSettlement mismatchCheck #85074Settlement mismatch
- DisputeG-40865Firm disputed balance or settlement terms
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.1M12M ago $1.1M
Days to pay
3712M ago 37
Promise reliability
75%12M ago 73%
Response rate
75%12M ago 73%
Relationship health
7012M ago 71
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Sarah Porter | Lead attorney | (555) 0115-0692 | sarah.porter@granite.example | SMS | All channels permitted | 2026-10-07 · SMS | Typical for firm |
| Steven Fleming | Attorney | (555) 0115-1231 | steven.fleming@granite.example | SMS | All channels permitted | — | Typical for firm |
| Granite Accounting | Accounts payable | (555) 0190-0000 | ap@granite.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 · 4 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07SMSSMS · Contacted
- 2026-10-07SMSSMS · No answer
- 2026-10-07SMSSMS · Dispute
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Contacted
- 2026-10-07CallAI Call · Contacted
- 2026-10-07EmailEmail · Paid
- 2026-10-07SMSSMS · Promise
- 2026-10-07PaymentPayment $44,150 received
- 2026-10-07PaymentPayment $43,450 received
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Granite Trial Group is $1,129K with $807K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 5 open cases
- Largest open balance $245K
- 120+ days: $0K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.