Counterparty 360
Redwood Law Group
How the whole relationship behaves financially and operationally.
Law Firm · West
Redwood Law Group
StableStableTrend: Stable · Primary contact: Mark Carver · Preferred: AI Call
Relationship health
71
Exposure
$1.3M
Open AR
$953K
Avg days to pay
40
Promise reliability
76%
Response rate
89%
Preferred channel
AI Call
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Stable relationship; maintain current cadence.”
- Why
- Days to pay 40 vs portfolio 52; reliability 76% vs 80%; response 89% vs 71%.
- Evidence
- 6 open cases · 1 kept / 0 broken promises · 3 payment exceptions · trend stable
- Recommended handling
- Keep cadence steady; escalate after one missed commitment.
Financial intelligence
- Total exposure
- $1,300,400
- Open AR
- $953,100
- Recovered YTD
- $160,550
- Payments YTD
- 7
- Average payment
- $26,693
- Average days to pay
- 40
- Largest open balance
- $234,900
$0
Current
$234K
30–60
$268K
61–90
$217K
91–120
$235K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 40 → 40 → 40
- Payment timeliness
- Sometimes
- Partial payment frequency
- 29%
- Short-payment events
- 2
- Unapplied cash events
- 3
- Payment exceptions
- 3
- Payment trend
- Stable
Promise behavior
- Promises due in window
- 1
- Kept
- 1
- Broken
- 0
- Window reliability
- 100%
- All-time made
- 2
- Partial fulfillment
- 0
- Profile reliability
- 76%
- Trend
- Stable
Communication behavior
- SMS response rate
- 60%
- Voice contact rate
- 100%
- Email response rate
- 75%
- Human contact success
- 70%
- Average response time
- 3.5 hours (illustrative)
- Preferred channel
- AI Call
- Last meaningful contact
- 2026-10-07 · AI Call · Contacted
Relationship intelligence
Relationship memory71 · Stable
Keep cadence steady; escalate after one missed commitment.
Preferred AI Call · reliability 76% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- After 1 missed commitment
- Relationship manager
- Marcus Lee
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 40 | 52 |
| Promise reliability | 76% | 80% |
| Response rate | 89% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 27% | 36% |
| Exposure | $1.3M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 6
$953,100 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-42221 | $234,900 | 217d | Critical | — | 50 | Marcus Lee | |
| G-32051 | $233,600 | 52d | Active Recovery | $47,500 · Scheduled | 77 | Marcus Lee | |
| G-38153 | $174,600 | 64d | Pending | — | 74 | Marcus Lee | |
| G-40187 | $124,900 | 114d | Pending | — | 80 | Marcus Lee | |
| G-34085 | $93,400 | 82d | Pending | $21,500 · Kept | 71 | Marcus Lee | |
| G-36119 | $91,700 | 99d | Broken Promise | — | 47 | Marcus Lee |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $16,650Unapplied CashPayment · Actionable · Approve recommended match or request remittance
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $4,250 · TracePayment exceptionCheck #85011Partial payment
- $16,650 · TraceMissing remittanceCheck #85051Missing reference
- $5,400 · TraceHeld checkCheck #85065Missing reference
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.3M12M ago $1.2M
Days to pay
4012M ago 40
Promise reliability
76%12M ago 74%
Response rate
89%12M ago 87%
Relationship health
7112M ago 72
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Mark Carver | Lead attorney | (555) 0108-0292 | mark.carver@redwood.example | AI Call | All channels permitted | 2026-10-07 · SMS | Typical for firm |
| Patricia Jensen | Attorney | (555) 0108-1748 | patricia.jensen@redwood.example | AI Call | All channels permitted | — | Typical for firm |
| Redwood Accounting | Accounts payable | (555) 0190-0000 | ap@redwood.example | AI Call | 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
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Contacted
- 2026-10-07EmailEmail · Callback
- 2026-10-07SMSSMS · No answer
- 2026-10-07EmailEmail · Contacted
- 2026-10-07SMSSMS · Callback
- 2026-10-07EmailEmail · No answer
- 2026-10-07SMSSMS · Contacted
- 2026-10-07CallHuman Call · Contacted
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Redwood Law Group is $1,300K with $953K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 6 open cases
- Largest open balance $235K
- 120+ days: $235K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.