Counterparty 360
Hartwell Injury Group
How the whole relationship behaves financially and operationally.
Law Firm · Midwest
Hartwell Injury Group
StrongStrongTrend: Stable · Primary contact: Linda Ramirez · Preferred: AI Call
Relationship health
82
Exposure
$1.5M
Open AR
$898K
Avg days to pay
33
Promise reliability
72%
Response rate
58%
Preferred channel
AI Call
Dispute rate
Low
Broken promises 90d
1
RevenueOS counterparty assessment
88% confidence“Strong relationship with dependable payment behavior.”
- Why
- Days to pay 33 vs portfolio 52; reliability 72% vs 80%; response 58% vs 71%.
- Evidence
- 7 open cases · 0 kept / 1 broken promises · 2 payment exceptions · trend stable
- Recommended handling
- Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Financial intelligence
- Total exposure
- $1,516,200
- Open AR
- $897,900
- Recovered YTD
- $199,550
- Payments YTD
- 6
- Average payment
- $38,967
- Average days to pay
- 33
- Largest open balance
- $185,400
$0
Current
$175K
30–60
$185K
61–90
$340K
91–120
$197K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 33 → 33 → 33
- Payment timeliness
- Usually
- Partial payment frequency
- 0%
- Short-payment events
- 0
- Unapplied cash events
- 2
- Payment exceptions
- 2
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 1
- Kept
- 0
- Broken
- 1
- Window reliability
- 0%
- All-time made
- 1
- Partial fulfillment
- 0
- Profile reliability
- 72%
- Trend
- Stable
Communication behavior
- SMS response rate
- 67%
- Voice contact rate
- 25%
- Email response rate
- 67%
- Human contact success
- 70%
- Average response time
- 4.8 hours (illustrative)
- Preferred channel
- AI Call
- Last meaningful contact
- 2026-10-07 · SMS · Callback
Relationship intelligence
Relationship memory82 · Strong
Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Preferred AI Call · reliability 72% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- Only after 2 missed commitments and manager sign-off
- Relationship manager
- Marcus Lee
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 33 | 52 |
| Promise reliability | 72% | 80% |
| Response rate | 58% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 41% | 36% |
| Exposure | $1.5M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 7
$897,900 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-36345 | $185,400 | 73d | Pending | — | 62 | Jennifer Alvarez | |
| G-34311 | $175,200 | 43d | Pending | — | 76 | Jennifer Alvarez | |
| G-38379 | $129,300 | 110d | Pending | — | 86 | Jennifer Alvarez | |
| G-40413 | $114,400 | 92d | Human Review | — | 64 | Jennifer Alvarez | |
| G-27310 | $110,600 | 131d | Broken Promise | $30,000 · Broken | 45 | Marcus Lee | |
| G-32277 | $96,400 | 95d | At Risk | — | 69 | Jennifer Alvarez | |
| G-42447 | $86,600 | 197d | Critical | — | 28 | Jennifer Alvarez |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $18,850Unapplied CashPayment · Actionable · Approve recommended match or request remittance
- $30,000Broken PromisesCase G-27310 · Awaiting Response · SMS today, voice follow-up if unanswered
- $26,000Dormant ARCase G-27310 · Validated · Re-engage firm through preferred channel
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $18,850 · TraceSettlement mismatchCheck #85055Settlement mismatch
- $15,400 · TracePayment exceptionCheck #85066Incorrect firm
- DisputeG-27310Firm disputed balance or settlement terms
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.5M12M ago $1.4M
Days to pay
3312M ago 33
Promise reliability
72%12M ago 70%
Response rate
58%12M ago 56%
Relationship health
8212M ago 83
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Linda Ramirez | Lead attorney | (555) 0111-0941 | linda.ramirez@hartwell.example | AI Call | All channels permitted | 2026-10-07 · SMS | Typical for firm |
| Thomas Alvarez | Attorney | (555) 0111-1844 | thomas.alvarez@hartwell.example | AI Call | All channels permitted | — | Typical for firm |
| Hartwell Accounting | Accounts payable | (555) 0190-0000 | ap@hartwell.example | AI Call | 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
- 9 cases · 6 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07SMSSMS · Callback
- 2026-10-07SMSSMS · No answer
- 2026-10-07CallAI Call · No answer
- 2026-10-07SMSSMS · Contacted
- 2026-10-07CallAI Call · No answer
- 2026-10-07EmailEmail · No answer
- 2026-10-07EmailEmail · Contacted
- 2026-10-07SMSSMS · No answer
- 2026-10-07EmailEmail · Promise
- 2026-10-07SMSSMS · Contacted
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Hartwell Injury Group is $1,516K with $898K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 7 open cases
- Largest open balance $185K
- 120+ days: $197K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.