Counterparty 360
Okafor & Reyes PC
How the whole relationship behaves financially and operationally.
Law Firm · West
Okafor & Reyes PC
WatchWatchTrend: Stable · Primary contact: William Zimmerman · Preferred: SMS
Relationship health
59
Exposure
$1.1M
Open AR
$774K
Avg days to pay
44
Promise reliability
79%
Response rate
71%
Preferred channel
SMS
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Weak relationship signals; involve a manager in recovery.”
- Why
- Days to pay 44 vs portfolio 52; reliability 79% vs 80%; response 71% vs 71%.
- Evidence
- 5 open cases · 1 kept / 0 broken promises · 1 payment exceptions · trend stable
- Recommended handling
- Involve a manager, confirm commitments in writing and tighten terms.
Financial intelligence
- Total exposure
- $1,122,300
- Open AR
- $774,300
- Recovered YTD
- $290,450
- Payments YTD
- 7
- Average payment
- $43,171
- Average days to pay
- 44
- Largest open balance
- $178,400
$0
Current
$152K
30–60
$0
61–90
$331K
91–120
$291K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 44 → 44 → 44
- Payment timeliness
- Sometimes
- Partial payment frequency
- 14%
- Short-payment events
- 1
- Unapplied cash events
- 1
- Payment exceptions
- 1
- 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
- 79%
- Trend
- Stable
Communication behavior
- SMS response rate
- 80%
- Voice contact rate
- 67%
- Email response rate
- 100%
- Human contact success
- 70%
- Average response time
- 6.7 hours (illustrative)
- Preferred channel
- SMS
- Last meaningful contact
- 2026-10-07 · Email · Contacted
Relationship intelligence
Relationship memory59 · Watch
Involve a manager, confirm commitments in writing and tighten terms.
Preferred SMS · reliability 79% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- Immediate manager review on next miss
- Relationship manager
- Tom Becker
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 44 | 52 |
| Promise reliability | 79% | 80% |
| Response rate | 71% | 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
$774,300 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.
- $11,750 · TracePayment exceptionCheck #85073Other
- DisputeG-38492Firm 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
4412M ago 44
Promise reliability
79%12M ago 77%
Response rate
71%12M ago 69%
Relationship health
5912M ago 60
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| William Zimmerman | Lead attorney | (555) 0112-0109 | william.zimmerman@okafor.example | SMS | All channels permitted | 2026-10-07 · SMS | Typical for firm |
| Karen Hughes | Attorney | (555) 0112-1351 | karen.hughes@okafor.example | SMS | All channels permitted | — | Typical for firm |
| Okafor Accounting | Accounts payable | (555) 0190-0000 | ap@okafor.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.
- 2026-10-07SMSSMS · No answer
- 2026-10-07EmailEmail · Contacted
- 2026-10-07SMSSMS · Contacted
- 2026-10-07CallHuman Call · No answer
- 2026-10-07SMSSMS · Contacted
- 2026-10-07SMSSMS · Dispute
- 2026-10-07SMSSMS · Contacted
- 2026-10-07EmailEmail · Contacted
- 2026-10-07PaymentPayment $44,200 received
- 2026-10-07PaymentPayment $34,850 received
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Okafor & Reyes PC is $1,122K with $774K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 5 open cases
- Largest open balance $178K
- 120+ days: $291K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.