Counterparty 360
Westbrook Law
How the whole relationship behaves financially and operationally.
Law Firm · West
Westbrook Law
StrongStrongTrend: Stable · Primary contact: Joseph Fleming · Preferred: Email
Relationship health
83
Exposure
$1.4M
Open AR
$930K
Avg days to pay
36
Promise reliability
73%
Response rate
72%
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 36 vs portfolio 52; reliability 73% vs 80%; response 72% vs 71%.
- Evidence
- 6 open cases · 1 kept / 0 broken promises · 3 payment exceptions · trend stable
- Recommended handling
- Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Financial intelligence
- Total exposure
- $1,387,400
- Open AR
- $929,800
- Recovered YTD
- $254,500
- Payments YTD
- 11
- Average payment
- $26,882
- Average days to pay
- 36
- Largest open balance
- $180,600
$0
Current
$270K
30–60
$173K
61–90
$336K
91–120
$151K
120+
Payment behavior
- Days to pay 12M → 90D → 30D
- 36 → 36 → 36
- Payment timeliness
- Sometimes
- Partial payment frequency
- 18%
- 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
- 1
- Partial fulfillment
- 0
- Profile reliability
- 73%
- Trend
- Stable
Communication behavior
- SMS response rate
- 67%
- Voice contact rate
- 50%
- Email response rate
- 100%
- Human contact success
- 70%
- Average response time
- 6.5 hours (illustrative)
- Preferred channel
- Last meaningful contact
- 2026-10-07 · Email · Paid
Relationship intelligence
Relationship memory83 · Strong
Maintain collaborative tone. Use direct SMS/voice before formal escalation.
Preferred Email · reliability 73% · Stable
- Strategic status
- Not designated
- Sensitivity
- Standard
- Escalation guidance
- Only after 2 missed commitments and manager sign-off
- Relationship manager
- Jennifer Alvarez
Portfolio benchmark
| Measure | Firm | Portfolio |
|---|---|---|
| Days to pay | 36 | 52 |
| Promise reliability | 73% | 80% |
| Response rate | 72% | 71% |
| Dispute rate | Low | Moderate |
| Recovery rate | 33% | 36% |
| Exposure | $1.4M | $1.4M avg |
Portfolio = mean across all counterparties; dispute benchmark illustrative.
Active cases · 6
$929,800 open AR
| Case | Outstanding | Age | Status | Promise | Recovery score | Owner | Next action |
|---|---|---|---|---|---|---|---|
| G-39735 | $180,600 | 100d | At Risk | — | 82 | Jennifer Alvarez | |
| G-35667 | $172,700 | 85d | Active Recovery | — | 88 | Jennifer Alvarez | |
| G-41769 | $155,800 | 105d | Pending | — | 84 | Jennifer Alvarez | |
| G-37701 | $150,800 | 194d | Broken Promise | — | 48 | Jennifer Alvarez | |
| G-31599 | $136,400 | 41d | Pending | $30,000 · Kept | 66 | Jennifer Alvarez | |
| G-33633 | $133,500 | 35d | Pending | — | 71 | Jennifer Alvarez |
Current opportunities
Money Finder opportunities linked to this counterparty.
- $5,200Unapplied CashPayment · Actionable · Approve recommended match or request remittance
- $10,000Dormant ARCase G-31599 · Assigned · Re-engage firm through preferred channel
Exceptions & disputes
Payment exceptions, held checks, missing remittance, settlement mismatches and disputes.
- $5,200 · TraceMissing remittanceCheck #85010Missing reference
- $19,800 · TraceHeld checkCheck #85057Duplicate case
- $16,200 · TracePayment exceptionCheck #85077Duplicate case
- DisputeG-31599Firm disputed balance or settlement terms
12-month behavior trend
Nov → Oct. Current values are live; earlier months are interpolated from profile history (illustrative).
Exposure
$1.4M12M ago $1.3M
Days to pay
3612M ago 36
Promise reliability
73%12M ago 71%
Response rate
72%12M ago 70%
Relationship health
8312M ago 84
Contacts
| Name | Role | Phone | Preferred | Permission | Last contact | Response | |
|---|---|---|---|---|---|---|---|
| Joseph Fleming | Lead attorney | (555) 0104-0987 | joseph.fleming@westbrook.example | All channels permitted | 2026-10-07 · Email | Typical for firm | |
| Betty Lawson | Attorney | (555) 0104-1711 | betty.lawson@westbrook.example | All channels permitted | — | Typical for firm | |
| Westbrook Accounting | Accounts payable | (555) 0190-0000 | ap@westbrook.example | 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
- 8 cases · 11 payments · 2 attorneys
Unified timeline
Cases, payments, promises, communications, exceptions, disputes, escalations and relationship events.
- 2026-10-07EmailEmail · Paid
- 2026-10-07SMSSMS · Promise
- 2026-10-07EmailEmail · Contacted
- 2026-10-07EmailEmail · Contacted
- 2026-10-07SMSSMS · No answer
- 2026-10-07CallHuman Call · No answer
- 2026-10-07SMSSMS · Dispute
- 2026-10-07SMSSMS · Paid
- 2026-10-07SMSSMS · Contacted
- 2026-10-07PaymentPayment $5,200 received
Ask GAIN · counterparty
- What RevenueOS found
- Total exposure to Westbrook Law is $1,387K with $930K open AR.
- Why
- Sum of all case amounts and outstanding balances for this counterparty.
- Evidence
- 6 open cases
- Largest open balance $181K
- 120+ days: $151K
- Impact
- Exposure visible in one place.
97% confidenceAction: Review the largest balances first.
Built from live shared records on this page.