Counterparty 360
Miller & Bennett
How the whole relationship behaves financially and operationally.
Law Firm · Southwest
Miller & Bennett
StableStableTrend: Stable · Primary contact: Jennifer Vasquez · Preferred: SMS
Relationship health
66
Exposure
$1.8M
Open AR
$1.2M
Avg days to pay
65
Promise reliability
91%
Response rate
59%
Preferred channel
SMS
Dispute rate
Low
Broken promises 90d
1
RevenueOS counterparty assessment
88% confidence“Stable relationship; maintain current cadence.”
- Why
- Days to pay 65 vs portfolio 52; reliability 91% vs 80%; response 59% vs 71%.
- Evidence
- 6 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
- $1,775,900
- Open AR
- $1,166,500
- Recovered YTD
- $62,650
- Payments YTD
- 5
- Average payment
- $19,070
- Average days to pay
- 65
- Largest open balance
- $251,700
$0
Current
$0
30–60
$252K
61–90
$221K
91–120
$694K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 65 → 65 → 65
- Payment timeliness
- Rarely
- Partial payment frequency
- 0%
- Short-payment events
- 0
- Unapplied cash events
- 2
- Payment exceptions
- 2
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 2
- Kept
- 1
- Broken
- 1
- Window reliability
- 50%
- All-time made
- 2
- Partial fulfillment
- 1
- Profile reliability
- 91%
- Trend
- Stable
Communication behavior
- SMS response rate
- 60%
- Voice contact rate
- 100%
- Email response rate
- 100%
- Human contact success
- 70%
- Average response time
- 3.7 hours (illustrative)
- Preferred channel
- SMS
- Last meaningful contact
- 2026-10-07 · SMS · Contacted
Relationship intelligence
Relationship memory66 · Stable
Keep cadence steady; escalate after one missed commitment.
Preferred SMS · reliability 91% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- After 1 missed commitment
- Relationship manager
- Priya Nair
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 65 | 52 |
| Promise reliability | 91% | 80% |
| Response rate | 59% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 34% | 36% |
| Exposure | $1.8M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 6
$1,166,500 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-39622 | $251,700 | 89d | At Risk | — | 77 | Priya Nair | |
| G-35554 | $226,300 | 266d | Critical | — | 49 | Priya Nair | |
| G-33520 | $221,300 | 119d | Active Recovery | $9,500 · Kept | 69 | Priya Nair | |
| G-31486 | $176,400 | 212d | Broken Promise | $24,000 · Broken | 31 | Priya Nair | |
| G-41656 | $152,600 | 203d | Broken Promise | — | 47 | Priya Nair | |
| G-37588 | $138,200 | 154d | At Risk | — | 72 | Priya Nair |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $18,100Unapplied CashPayment · Actionable · Approve recommended match or request remittance
- $24,000Broken PromisesCase G-31486 · Awaiting Response · SMS today, voice follow-up if unanswered
- $18,500Dormant ARCase G-31486 · Validated · Re-engage firm through preferred channel
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $18,100 · TraceSettlement mismatchCheck #85050Settlement mismatch
- $14,600 · TraceMissing remittanceCheck #85070Missing reference
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.8M12M ago $1.7M
Days to pay
6512M ago 65
Promise reliability
91%12M ago 89%
Response rate
59%12M ago 57%
Relationship health
6612M ago 67
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Jennifer Vasquez | Lead attorney | (555) 0103-0854 | jennifer.vasquez@miller-bennett.example | SMS | All channels permitted | 2026-10-07 · SMS | Typical for firm |
| Matthew Ellison | Attorney | (555) 0103-1309 | matthew.ellison@miller-bennett.example | SMS | All channels permitted | — | Typical for firm |
| Miller Accounting | Accounts payable | (555) 0190-0000 | ap@miller.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
- 6 cases · 5 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07SMSSMS · No answer
- 2026-10-07SMSSMS · Contacted
- 2026-10-07SMSSMS · No answer
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Promise
- 2026-10-07CallAI Call · Promise
- 2026-10-07EmailEmail · Promise
- 2026-10-07SMSSMS · Callback
- 2026-10-07EmailEmail · Contacted
- 2026-10-07PaymentPayment $16,750 received
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Miller & Bennett is $1,776K with $1,167K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 6 open cases
- Largest open balance $252K
- 120+ days: $694K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.