Counterparty 360
Lakeside Injury Law
How the whole relationship behaves financially and operationally.
Law Firm · Midwest
Lakeside Injury Law
StableStableTrend: Stable · Primary contact: Jennifer Brooks · Preferred: Email
Relationship health
76
Exposure
$1.1M
Open AR
$790K
Avg days to pay
55
Promise reliability
86%
Response rate
84%
Preferred channel
Email
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Stable relationship; maintain current cadence.”
- Why
- Days to pay 55 vs portfolio 52; reliability 86% vs 80%; response 84% vs 71%.
- Evidence
- 5 open cases · 1 kept / 0 broken promises · 2 payment exceptions · trend stable
- Recommended handling
- Keep cadence steady; escalate after one missed commitment.
Financial intelligence
- Total exposure
- $1,141,500
- Open AR
- $789,700
- Recovered YTD
- $79,400
- Payments YTD
- 5
- Average payment
- $21,680
- Average days to pay
- 55
- Largest open balance
- $226,600
$187K
Current
$227K
30–60
$133K
61–90
$94K
91–120
$149K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 55 → 55 → 55
- 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
- 1
- Kept
- 1
- Broken
- 0
- Window reliability
- 100%
- All-time made
- 1
- Partial fulfillment
- 0
- Profile reliability
- 86%
- Trend
- Stable
Communication behavior
- SMS response rate
- 75%
- Voice contact rate
- 80%
- Email response rate
- 100%
- Human contact success
- 70%
- Average response time
- 6.9 hours (illustrative)
- Preferred channel
- Last meaningful contact
- 2026-10-07 · AI Call · Contacted
Relationship intelligence
Relationship memory76 · Stable
Keep cadence steady; escalate after one missed commitment.
Preferred Email · reliability 86% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- After 1 missed commitment
- Relationship manager
- Aisha Grant
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 55 | 52 |
| Promise reliability | 86% | 80% |
| Response rate | 84% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 31% | 36% |
| Exposure | $1.1M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 5
$789,700 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.
- $13,900 · TraceHeld checkCheck #85060Missing reference
- $15,100 · TraceMissing remittanceCheck #85080Missing reference
- DisputeG-32503Firm disputed balance or settlement terms
- DisputeG-32503Firm 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
5512M ago 55
Promise reliability
86%12M ago 84%
Response rate
84%12M ago 82%
Relationship health
7612M ago 77
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Jennifer Brooks | Lead attorney | (555) 0113-0495 | jennifer.brooks@lakeside.example | All channels permitted | 2026-10-07 · Human Call | Typical for firm | |
| Matthew Ortiz | Attorney | (555) 0113-1168 | matthew.ortiz@lakeside.example | All channels permitted | — | Typical for firm | |
| Lakeside Accounting | Accounts payable | (555) 0190-0000 | ap@lakeside.example | 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
- 5 cases · 5 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07CallHuman Call · No answer
- 2026-10-07SMSSMS · No answer
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Dispute
- 2026-10-07SMSSMS · Contacted
- 2026-10-07EmailEmail · Callback
- 2026-10-07SMSSMS · Contacted
- 2026-10-07CallHuman Call · Dispute
- 2026-10-07EmailEmail · Contacted
- 2026-10-07PaymentPayment $21,900 received
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Lakeside Injury Law is $1,142K with $790K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 5 open cases
- Largest open balance $227K
- 120+ days: $149K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.