Portfolio
Portfolio Overview
5 firms · 101 attorneys · Updated 2 minutes ago
Live
Portfolio revenue YTD
$17.4M
+12.4%vs last month
Avg realization
74.0%
-1.2%vs last month
Aged WIP
$1.4M
+6.8%vs last month
Active firms
5
0.0%101 attorneys
Portfolio revenue
Trailing 12 months across all firms
RevenueTarget
Firms in portfolio
5 active firms · Click any column header to sort
| Status | ||||||
|---|---|---|---|---|---|---|
Hartwell GroupMass Tort · 38 attorneys | $6.8M | 34.2% | 82% | $412K | $188K | Healthy |
Sterling Legal PartnersPersonal Injury · 24 attorneys | $4.2M | 31.5% | 78% | $298K | $142K | Healthy |
Vance & Co.Transactional · 19 attorneys | $3.4M | 28.4% | 75% | $264K | $96K | Healthy |
Anderson & ReedEstate Planning · 12 attorneys | $1.8M | 22.1% | 71% | $178K | $110K | Watch |
Crescent LawFamily Law · 8 attorneys | $1.1M | 14.7% | 64% | $224K | $168K | Critical |
| Click any firm to drill into matters, attorneys, and activity → | ||||||
Practice area mix
Revenue split by practice
Total$18M
- Personal Injury23%
- Mass Tort38%
- Transactional19%
- Estate Planning10%
- Family Law6%
- Other3%
Active alerts
Things that need attention this week
Matter approaching fee cap
12m agoCrescent Law — Henderson v. Apex burned 88% of $45k cap; 14 days remain.
Crescent LawRealization dropped 4.1% MoM
1h agoAnderson & Reed — write-downs concentrated in Q2 estate matters.
Anderson & ReedAR aging > 60d crossed $150k
3h agoCrescent Law — 7 invoices past due, oldest 92 days.
Crescent LawAttorney utilization low
1d agoVance & Co. — Bishop tracking at 58% billable for 3 weeks.
Vance & Co.New intake spike
2d agoSterling Legal Partners — 22 PI inquiries in 7 days, +47% vs trailing avg.
Sterling Legal Partners
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