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Sample MSO — 5 portfolio firms, mock data only.

Portfolio

Firms

5 firms · 101 attorneys · $17.4M portfolio revenue YTD

3 Healthy1 Watch1 Critical

Avg margin

26.2%

Avg realization

74.0%

Total aged WIP

$1.4M

Total AR > 60d

$704K

Hartwell Group

Mass Tort38
Healthy

Revenue YTD

$6.8M

Margin

34.2%

Realization

82%

AR > 60d

$188K

View detail

Sterling Legal Partners

Personal Injury24
Healthy

Revenue YTD

$4.2M

Margin

31.5%

Realization

78%

AR > 60d

$142K

View detail

Vance & Co.

Transactional19
Healthy

Revenue YTD

$3.4M

Margin

28.4%

Realization

75%

AR > 60d

$96K

View detail

Anderson & Reed

Estate Planning12
Watch

Revenue YTD

$1.8M

Margin

22.1%

Realization

71%

AR > 60d

$110K

View detail

Crescent Law

Family Law8
Critical

Revenue YTD

$1.1M

Margin

14.7%

Realization

64%

AR > 60d

$168K

View detail

Beyond — operations layer for PE-backed law firms · Demo with mock data

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Demo mode — responses are pre-computed. Real Claude integration in v1.