Counterparty 360
Marshall & Pierce
How the whole relationship behaves financially and operationally.
Law Firm · Southwest
Marshall & Pierce
StrongStrongTrend: Stable · Primary contact: Ashley Dawson · Preferred: SMS
Relationship health
88
Exposure
$1.6M
Open AR
$1.2M
Avg days to pay
51
Promise reliability
83%
Response rate
67%
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 51 vs portfolio 52; reliability 83% vs 80%; response 67% vs 71%.
- Evidence
- 6 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
- $1,564,500
- Open AR
- $1,201,600
- Recovered YTD
- $161,000
- Payments YTD
- 7
- Average payment
- $24,886
- Average days to pay
- 51
- Largest open balance
- $247,600
$363K
Current
$0
30–60
$207K
61–90
$192K
91–120
$439K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 51 → 51 → 51
- 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
- 0
- Kept
- 0
- Broken
- 0
- Window reliability
- —
- All-time made
- 0
- Partial fulfillment
- 0
- Profile reliability
- 83%
- Trend
- Stable
Communication behavior
- SMS response rate
- 75%
- Voice contact rate
- 60%
- Email response rate
- 33%
- Human contact success
- 70%
- Average response time
- 5.2 hours (illustrative)
- Preferred channel
- SMS
- Last meaningful contact
- 2026-10-07 · SMS · Contacted
Relationship intelligence
Relationship memory88 · Strong
Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Preferred SMS · reliability 83% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- Only after 2 missed commitments and manager sign-off
- Relationship manager
- Priya Nair
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 51 | 52 |
| Promise reliability | 83% | 80% |
| Response rate | 67% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 23% | 36% |
| Exposure | $1.6M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 6
$1,201,600 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-32164 | $247,600 | 196d | Critical | — | 28 | Priya Nair | |
| G-40300 | $207,400 | 78d | Pending | — | 59 | Priya Nair | |
| G-36232 | $201,100 | 22d | Pending | — | 81 | Priya Nair | |
| G-34198 | $192,400 | 103d | Active Recovery | — | 83 | Priya Nair | |
| G-42334 | $191,300 | 133d | At Risk | — | 83 | Priya Nair | |
| G-38266 | $161,800 | 26d | Pending | — | 70 | Priya Nair |
Current opportunities
Money Finder opportunities linked to this counterparty.
- No open opportunities.
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $13,200 · TracePayment exceptionCheck #85072Duplicate case
- DisputeG-32164Firm disputed balance or settlement terms
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.6M12M ago $1.5M
Days to pay
5112M ago 51
Promise reliability
83%12M ago 81%
Response rate
67%12M ago 65%
Relationship health
8812M ago 89
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Ashley Dawson | Lead attorney | (555) 0109-0605 | ashley.dawson@marshall-pierce.example | SMS | All channels permitted | 2026-10-07 · Email | Typical for firm |
| David Quinn | Attorney | (555) 0109-1759 | david.quinn@marshall-pierce.example | SMS | All channels permitted | — | Typical for firm |
| Marshall Accounting | Accounts payable | (555) 0190-0000 | ap@marshall.example | SMS | 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
- 6 cases · 7 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07EmailEmail · No answer
- 2026-10-07SMSSMS · Contacted
- 2026-10-07EmailEmail · No answer
- 2026-10-07SMSSMS · Promise
- 2026-10-07CallHuman Call · Contacted
- 2026-10-07EmailEmail · Callback
- 2026-10-07SMSSMS · Dispute
- 2026-10-07CallAI Call · Contacted
- 2026-10-07CallAI Call · No answer
- 2026-10-07SMSSMS · No answer
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Marshall & Pierce is $1,565K with $1,202K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 6 open cases
- Largest open balance $248K
- 120+ days: $439K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.