Counterparty 360
Pemberton & Shaw
How the whole relationship behaves financially and operationally.
Law Firm · Northeast
Pemberton & Shaw
StrongStrongTrend: Stable · Primary contact: Joseph Ingram · Preferred: AI Call
Relationship health
93
Exposure
$1.2M
Open AR
$858K
Avg days to pay
66
Promise reliability
93%
Response rate
62%
Preferred channel
AI Call
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Strong relationship with dependable payment behavior.”
- Why
- Days to pay 66 vs portfolio 52; reliability 93% vs 80%; response 62% vs 71%.
- Evidence
- 5 open cases · 0 kept / 0 broken promises · 2 payment exceptions · trend stable
- Recommended handling
- Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Financial intelligence
- Total exposure
- $1,214,800
- Open AR
- $858,200
- Recovered YTD
- $159,050
- Payments YTD
- 6
- Average payment
- $33,458
- Average days to pay
- 66
- Largest open balance
- $221,200
$104K
Current
$217K
30–60
$221K
61–90
$193K
91–120
$124K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 66 → 66 → 66
- Payment timeliness
- Rarely
- Partial payment frequency
- 17%
- Short-payment events
- 1
- Unapplied cash events
- 2
- Payment exceptions
- 2
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 0
- Kept
- 0
- Broken
- 0
- Window reliability
- —
- All-time made
- 1
- Partial fulfillment
- 0
- Profile reliability
- 93%
- Trend
- Stable
Communication behavior
- SMS response rate
- 100%
- Voice contact rate
- 67%
- Email response rate
- 0%
- Human contact success
- 70%
- Average response time
- 5.7 hours (illustrative)
- Preferred channel
- AI Call
- Last meaningful contact
- 2026-10-07 · AI Call · Contacted
Relationship intelligence
Relationship memory93 · Strong
Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Preferred AI Call · reliability 93% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- Only after 2 missed commitments and manager sign-off
- Relationship manager
- Dana Whitfield
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 66 | 52 |
| Promise reliability | 93% | 80% |
| Response rate | 62% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 29% | 36% |
| Exposure | $1.2M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 5
$858,200 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-36684 | $221,200 | 82d | At Risk | — | 59 | Dana Whitfield | |
| G-32616 | $216,800 | 33d | Pending | $43,500 · Scheduled | 79 | Dana Whitfield | |
| G-34650 | $192,600 | 102d | Active Recovery | — | 68 | Dana Whitfield | |
| G-38718 | $123,600 | 121d | At Risk | — | 58 | Dana Whitfield | |
| G-40752 | $104,000 | 24d | Active Recovery | — | 61 | Dana Whitfield |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $27,700Unapplied CashPayment · Actionable · Approve recommended match or request remittance
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $27,700 · TracePayment exceptionCheck #85052Incorrect firm
- $14,000 · TracePayment exceptionCheck #85067Duplicate case
- DisputeG-32616Firm disputed balance or settlement terms
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.2M12M ago $1.2M
Days to pay
6612M ago 66
Promise reliability
93%12M ago 91%
Response rate
62%12M ago 60%
Relationship health
9312M ago 94
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Joseph Ingram | Lead attorney | (555) 0114-0777 | joseph.ingram@pemberton.example | AI Call | All channels permitted | 2026-10-07 · AI Call | Typical for firm |
| Betty Vasquez | Attorney | (555) 0114-1259 | betty.vasquez@pemberton.example | AI Call | All channels permitted | — | Typical for firm |
| Pemberton Accounting | Accounts payable | (555) 0190-0000 | ap@pemberton.example | AI Call | 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 · 6 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Dispute
- 2026-10-07SMSSMS · Paid
- 2026-10-07EmailEmail · No answer
- 2026-10-07SMSSMS · Promise
- 2026-10-07CallAI Call · No answer
- 2026-10-07SMSSMS · Paid
- 2026-10-07CallAI Call · Contacted
- 2026-10-07PaymentPayment $27,800 received
- 2026-10-07PaymentPayment $36,750 received
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Pemberton & Shaw is $1,215K with $858K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 5 open cases
- Largest open balance $221K
- 120+ days: $124K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.