Counterparty 360
Stonebridge Attorneys
How the whole relationship behaves financially and operationally.
Law Firm · Midwest
Stonebridge Attorneys
StrongStrongTrend: Stable · Primary contact: Lisa Turner · Preferred: Email
Relationship health
94
Exposure
$1.7M
Open AR
$1.2M
Avg days to pay
69
Promise reliability
94%
Response rate
76%
Preferred channel
Email
Dispute rate
Low
Broken promises 90d
0
RevenueOS counterparty assessment
88% confidence“Strong relationship with dependable payment behavior.”
- Why
- Days to pay 69 vs portfolio 52; reliability 94% vs 80%; response 76% vs 71%.
- Evidence
- 6 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
- $1,668,600
- Open AR
- $1,174,800
- Recovered YTD
- $87,500
- Payments YTD
- 6
- Average payment
- $19,292
- Average days to pay
- 69
- Largest open balance
- $233,000
$0
Current
$189K
30–60
$233K
61–90
$556K
91–120
$197K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 69 → 69 → 69
- 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
- 0
- Kept
- 0
- Broken
- 0
- Window reliability
- —
- All-time made
- 0
- Partial fulfillment
- 0
- Profile reliability
- 94%
- Trend
- Stable
Communication behavior
- SMS response rate
- 83%
- Voice contact rate
- 67%
- Email response rate
- 100%
- Human contact success
- 70%
- Average response time
- 4.3 hours (illustrative)
- Preferred channel
- Last meaningful contact
- 2026-10-07 · SMS · Callback
Relationship intelligence
Relationship memory94 · Strong
Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Preferred Email · reliability 94% · 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 | 69 | 52 |
| Promise reliability | 94% | 80% |
| Response rate | 76% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 30% | 36% |
| Exposure | $1.7M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 6
$1,174,800 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-38040 | $233,000 | 83d | Active Recovery | — | 63 | Dana Whitfield | |
| G-31938 | $216,200 | 119d | At Risk | — | 68 | Dana Whitfield | |
| G-36006 | $196,500 | 257d | Critical | — | 40 | Dana Whitfield | |
| G-42108 | $189,200 | 38d | Active Recovery | — | 59 | Dana Whitfield | |
| G-33972 | $182,900 | 109d | Human Review | — | 75 | Dana Whitfield | |
| G-40074 | $157,000 | 98d | Pending | — | 59 | Dana Whitfield |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $16,900Premature closureCase G-31938 · Needs Review · Route to controls review
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $17,250 · TraceHeld checkCheck #85058Other
- $11,000 · TracePayment exceptionCheck #85078Other
- DisputeG-36006Firm disputed balance or settlement terms
- DisputeG-33972Firm disputed balance or settlement terms
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.7M12M ago $1.6M
Days to pay
6912M ago 69
Promise reliability
94%12M ago 92%
Response rate
76%12M ago 74%
Relationship health
9412M ago 95
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Lisa Turner | Lead attorney | (555) 0107-0375 | lisa.turner@stonebridge.example | All channels permitted | 2026-10-07 · SMS | Typical for firm | |
| Robert Chen | Attorney | (555) 0107-1913 | robert.chen@stonebridge.example | All channels permitted | — | Typical for firm | |
| Stonebridge Accounting | Accounts payable | (555) 0190-0000 | ap@stonebridge.example | 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
- 8 cases · 6 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07SMSSMS · Callback
- 2026-10-07SMSSMS · Dispute
- 2026-10-07CallHuman Call · Contacted
- 2026-10-07SMSSMS · Dispute
- 2026-10-07SMSSMS · Promise
- 2026-10-07CallAI Call · No answer
- 2026-10-07SMSSMS · No answer
- 2026-10-07CallAI Call · Contacted
- 2026-10-07SMSSMS · Contacted
- 2026-10-07EmailEmail · Contacted
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Stonebridge Attorneys is $1,669K with $1,175K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 6 open cases
- Largest open balance $233K
- 120+ days: $197K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.