DEMONSTRATION ENVIRONMENT — ILLUSTRATIVE DATA
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Counterparty 360

Harrison Legal Group

How the whole relationship behaves financially and operationally.

Law Firm · Northeast

Harrison Legal Group

StableStableTrend: Stable · Primary contact: Robert J. Hayes · Preferred: Email
Relationship health
72
Exposure
$1.2M
Open AR
$925K
Avg days to pay
43
Promise reliability
77%
Response rate
68%
Preferred channel
Email
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence

“Stable relationship; maintain current cadence.”

Why
Days to pay 43 vs portfolio 52; reliability 77% vs 80%; response 68% vs 71%.
Evidence
5 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
$1,173,500
Open AR
$924,800
$215K
Current
$0
30–60
$212K
61–90
$345K
91–120
$153K
120+
Recovered YTD
$213,050
Payments YTD
7
Average payment
$36,193
Average days to pay
43
Largest open balance
$232,100
Payment behavior
Days to pay 12M → 90D → 30D
43 → 43 → 43
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
77%
Trend
Stable
Communication behavior
SMS response rate
75%
Voice contact rate
33%
Email response rate
100%
Human contact success
70%
Average response time
4.1 hours (illustrative)
Preferred channel
Email
Last meaningful contact
2026-10-07 · SMS · Contacted
Relationship intelligence
Relationship memory72 · Stable

Keep cadence steady; escalate after one missed commitment.

Preferred Email · reliability 77% · Stable

Strategic status
Not designated
Sensitivity
Standard
Escalation guidance
After 1 missed commitment
Relationship manager
Dana Whitfield
Open Relationship Memory
Portfolio benchmark
MeasureFirmPortfolio
Days to pay4352
Promise reliability77%80%
Response rate68%71%
Dispute rateLowModerate
Recovery rate21%36%
Exposure$1.2M$1.4M avg

Portfolio = mean across all counterparties; dispute benchmark illustrative.

Active cases · 5

$924,800 open AR

CaseOutstandingAgeStatusPromiseRecovery scoreOwnerNext action
G-39396$232,100104dPending—56Dana Whitfield
G-33294$215,10025dPending—72Dana Whitfield
G-41430$211,70070dActive Recovery—60Dana Whitfield
G-37362$153,200221dCritical—34Dana Whitfield
G-35328$112,700108dActive Recovery—63Dana Whitfield

Current opportunities

Money Finder opportunities linked to this counterparty.

  • No open opportunities.
Open Money Finder

Exceptions & disputes

Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.

  • Held checkCheck #85056
    Incorrect firm
    $24,500 · Trace
  • Payment exceptionCheck #85076
    Incorrect firm
    $15,800 · Trace
  • DisputeG-37362
    Firm disputed balance or settlement terms

12-month behavior trend

Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).

Exposure
$1.2M12M ago $1.1M
Days to pay
4312M ago 43
Promise reliability
77%12M ago 75%
Response rate
68%12M ago 66%
Relationship health
7212M ago 73
Contacts
NameRolePhoneEmailPreferredPermissionLast contactResponse
Robert J. HayesLead attorney(555) 0101-0188robert.j.hayes@harrison.exampleEmailAll channels permitted2026-10-07 · SMSTypical for firm
Monica HaleAttorney(555) 0101-1363monica.hale@harrison.exampleEmailAll channels permitted—Typical for firm
Rob HayesAttorney(555) 0101-0188rhayes@harrison.exampleEmailAll channels permitted—Typical for firm
Harrison AccountingAccounts payable(555) 0190-0000ap@harrison.exampleEmailAll channels permitted—Responds to SMS status checks

Fictional demo contacts.

Entity quality
Golden record confidence
81%
Duplicate risk
Elevated — possible duplicate attorney
Address verified
Review
Contact verified
2/3 verified
Relationship links
6 cases · 7 payments · 3 attorneys
Data Health

Unified timeline

Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.

  • 2026-10-07SMSSMS · Contacted
  • 2026-10-07CallAI Call · No answer
  • 2026-10-07SMSSMS · Callback
  • 2026-10-07SMSSMS · No answer
  • 2026-10-07EmailEmail · Contacted
  • 2026-10-07SMSSMS · Promise
  • 2026-10-07EmailEmail · Callback
  • 2026-10-07CallHuman Call · Dispute
  • 2026-10-07PaymentPayment $36,950 received
  • 2026-10-07PaymentPayment $45,100 received
Ask GAIN · counterparty
What RevenueOS found
Total exposure to Harrison Legal Group is $1,174K with $925K open AR.
Why
Sum of all case amounts and outstanding balances for this counterparty.
Evidence
  • 5 open cases
  • Largest open balance $232K
  • 120+ days: $153K
97% confidenceAction: Review the largest balances first.
Impact
Exposure visible in one place.

Built from live shared records on this page.