Retainer volume
$184,620
vs. last month +12.4%
Active accounts
42
this quarter +4.8%
Renewal confidence
86.4%
weighted outlook +2.1%
Open matters
17
since Monday −3.2%

Accounts in the room

Six relationships requiring a considered touch.
Account Steward Retainer Last touch Status More
Mara Lin
$18,400
Today, 08:14
In good standing
Jon Bell
$12,750
Yesterday
Due this week
Leila Moss
$9,200
Jul 11, 16:30
Awaiting reply
Ari Vale
$24,000
Jul 10, 11:06
Renewed
Mara Lin
$7,850
Jul 09, 14:22
Review requested
Jon Bell
$16,900
Jul 08, 09:48
In good standing
Showing 6 of 42 accounts steady needs a touch