Firm

Vance & Co.

Transactional19 attorneys

Healthy

Revenue YTD

$3.4M

+3.2%vs last month

Realization

75%

-0.4%vs last month

Aged WIP

$264K

+4.1%vs last month

AR > 60d

$96K

+1.8%vs last month

Trailing 12 months

RevenueTarget

8 matters · sorted by recency

Matter	Partner	Fee type	Value	Cap used	Status
Helix Bio Series B Opened 41d ago	C. Vance	Flat fee	$185K	62%	Active
Driftwave M&A Diligence Opened 28d ago	C. Vance	Hourly	$240K	—	Active
Parsec Labs LLC Formation Opened 125d ago	E. Bishop	Flat fee	$12K	—	Settled
Wesley Holdings Stock Purchase Opened 64d ago	C. Vance	Flat fee	$95K	78%	Active
Ridgeline Capital Fund Formation Opened 92d ago	C. Vance	Hourly	$320K	—	Active
Aurora Trademark Portfolio Opened 18d ago	E. Bishop	Hourly	$48K	—	Active
Beacon Tech Convertible Note Opened 240d ago	E. Bishop	Flat fee	$8.5K	—	Closed
Quill SaaS Vendor Contract Opened 11d ago	C. Vance	Hourly	$32K	—	Active

Last 14 days · auto-pulled from connected sources

Wesley Holdings nearing cap
5h ago
78% of $95k flat fee burned with closing 10 days out
New matter opened
11d ago
Quill SaaS Vendor Contract — referred from Helix Bio CEO
Invoice sent
2d ago
Driftwave M&A Diligence — $84,000
Time written down
4d ago
Helix Bio Series B — 6.5h written off (re-work on cap-table revisions)
Payment received
6d ago
Aurora Trademark — $24k retainer replenishment

5 attorneys · this month

Attorney	Role	Utilization	Hours	Realization
CVC. Vance	Partner	78%	168	82%
EBE. Bishop	Partner	58%	124	79%
MKM. Khalaf	Of Counsel	64%	138	86%
DYD. Yamada	Senior Associate	88%	184	76%
SLS. Lim	Associate	82%	174	73%

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