Counterparty 360

Northgate Legal

How the whole relationship behaves financially and operationally.

All counterparties

Law Firm · Northeast

Northgate Legal

WatchWatchTrend: Stable · Primary contact: Ashley Nguyen · Preferred: Email

Relationship health

Exposure

$1.2M

Open AR

$836K

Avg days to pay

Promise reliability

78%

Response rate

57%

Preferred channel

Dispute rate

Low

Broken promises 90d

Start CommunicationView Risk BriefRelationship Memory

RevenueOS counterparty assessment

88% confidence

“Weak relationship signals; involve a manager in recovery.”

Why: Days to pay 41 vs portfolio 52; reliability 78% vs 80%; response 57% vs 71%.
Evidence: 5 open cases · 1 kept / 0 broken promises · 2 payment exceptions · trend stable
Recommended handling: Involve a manager, confirm commitments in writing and tighten terms.

Financial intelligence

Total exposure: $1,169,300
Open AR: $836,100
Recovered YTD: $100,800
Payments YTD: 4
Average payment: $34,113
Average days to pay: 41
Largest open balance: $241,400

Payment behavior

Days to pay 12M → 90D → 30D: 41 → 41 → 41
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: 78%
Trend: Stable

Communication behavior

SMS response rate: 60%
Voice contact rate: 33%
Email response rate: 0%
Human contact success: 70%
Average response time: 6.9 hours (illustrative)
Preferred channel: Email
Last meaningful contact: 2026-10-07 · SMS · Contacted

Relationship intelligence

Relationship memory58 · Watch

Involve a manager, confirm commitments in writing and tighten terms.

Preferred Email · reliability 78% · Stable

Strategic status: Not designated
Sensitivity: Standard
Escalation guidance: Immediate manager review on next miss
Relationship manager: Aisha Grant

Open Relationship Memory

Portfolio benchmark

Measure	Firm	Portfolio
Days to pay	41	52
Promise reliability	78%	80%
Response rate	57%	71%
Dispute rate	Low	Moderate
Recovery rate	28%	36%
Exposure	$1.2M	$1.4M avg

Portfolio = mean across all counterparties; dispute benchmark illustrative.

Active cases · 5

$836,100 open AR

Case	Outstanding	Age	Status	Promise	Recovery score	Owner
G-41317	$241,400	284d	Critical	—	38	Aisha Grant
G-33181	$211,500	57d	Pending	$17,000 · Kept	79	Aisha Grant
G-39283	$139,900	104d	Pending	—	56	Aisha Grant
G-37249	$136,200	125d	At Risk	—	73	Aisha Grant
G-35215	$107,100	142d	At Risk	—	80	Aisha Grant

Current opportunities

Money Finder opportunities linked to this counterparty.

Unapplied Cash
Payment · Actionable · Approve recommended match or request remittance
$25,250

Open Money Finder

Exceptions & disputes

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

Payment exceptionCheck #85053
Duplicate case
$25,250 · Trace
Held checkCheck #85062
Duplicate case
$10,400 · Trace

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

4112M ago 41

Promise reliability

78%12M ago 76%

Response rate

57%12M ago 55%

Relationship health

5812M ago 59

Contacts

Name	Role	Phone	Email	Preferred	Permission	Last contact	Response
Ashley Nguyen	Lead attorney	(555) 0119-0462	ashley.nguyen@northgate.example	Email	All channels permitted	2026-10-07 · Email	Typical for firm
David Carver	Attorney	(555) 0119-1164	david.carver@northgate.example	Email	All channels permitted	—	Typical for firm
Northgate Accounting	Accounts payable	(555) 0190-0000	ap@northgate.example	Email	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: 5 cases · 4 payments · 2 attorneys

Data Health

Unified timeline

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

2026-10-07EmailEmail · No answer
2026-10-07SMSSMS · Contacted
2026-10-07CallHuman Call · No answer
2026-10-07SMSSMS · Contacted
2026-10-07SMSSMS · No answer
2026-10-07SMSSMS · No answer
2026-10-07CallAI Call · Promise
2026-10-07SMSSMS · Contacted
2026-10-07PaymentPayment $49,300 received
2026-10-06ExceptionPayment exception · Duplicate case

Ask GAIN · counterparty

What RevenueOS found: Total exposure to Northgate Legal is $1,169K with $836K open AR.
Why: Sum of all case amounts and outstanding balances for this counterparty.
Evidence: 5 open cases
Largest open balance $241K
120+ days: $485K
Impact: Exposure visible in one place.

Built from live shared records on this page.