Operations Hub

The JR Law Group · Internal Use Only
March 27, 2026
Last updated 8:18 AM
Confidential data. Authorized staff only. Contact Ashton if data appears outdated.
39.0
Firm Delta

The Delta — Firm Health Score

69.9%  Pipeline Velocity  40% weight
19.8%  Case Health  30% weight
16.9%  SLA Compliance  30% weight
419
Active Cases
24
Critical
102
High Risk
83
Healthy
356
Fake Progress
330
SLA Overdue
71
On Track
18
Due Soon
190
Missing Coverage
8
Pre-Demand
542
All Cases
Active Caseload by Phase
32
Intake
19.5w avg
40
Retained
9.8w avg
7
Pre-Lit
7.4w avg
87
Evals
9.4w avg
25
Injections
8.1w avg
38
MRI
67.0w avg
24
Tx Complete
28.8w avg
7
Write Demand
0.0w avg
85
Demand Drafted
10.4w avg
34
Negotiation
24.4w avg
40
Litigation
27.2w avg
Avg weeks in phase shown below each bar · Red >8w · Amber >4w
⚠️
Over-Policy Exposure
105 cases with medical bills exceeding policy limits · 5 over $100K
$2.28M
Total Exposure
105
Cases Over Policy
$240,619
Highest Single Case
CaseCMPhaseOver PolicyCoverageBilled
Hynnesia GarmonHewitt MesfinTreatment Complete$240,6190$240,619
Chiquita Cheek MVACyarra WaltersLitigation$175,907200000$375,907
Patreace Bowles SLIP AND FALLCyarra WaltersLitigation$130,2750$130,275
Lydia MerrettCyarra WaltersLitigation$122,8630$122,863
Etienne Jacques- MVA 2 CommercialAlexis GormanLitigation$116,780100000$216,780
Quinton Bulter MVA 2Hewitt MesfinDemand Drafted$58,9820$58,982
Chalana Ector DOG BITEAllanah SpiritDemand Drafted$53,2560$53,256
Jessica Graham SLIP AND FALLCyarra WaltersDemand Drafted$52,5990$52,599
Raymond Ryan AIRPORTPrincess RobinsonTreatment (Injections / PM)$52,2950$52,295
Shantae StephensPrincess RobinsonTreatment Complete$50,17125000$75,171
Justin StricklandCyarra WaltersDemand Drafted$45,8350$45,835
Jillian Cauvin MVAPrincess RobinsonDemand Drafted$42,84130000$72,841
Jaylyn GentryCyarra WaltersLitigation$38,3680$38,368
China GonzalesCyarra WaltersTreatment (MRI Review)$34,89725000$59,897
Alfred Stewart MVACyarra WaltersDemand Drafted$34,6300$34,630
Judith Anderson SLIP AND FALLCyarra WaltersDemand Drafted$34,5090$34,509
Marquez Lenston MVAAlexis GormanDemand Drafted$32,1270$32,127
Linda Colbert MVAAlexis GormanDemand Drafted$32,102100000$132,102
Celace Poliard MVAAlexis GormanDemand Drafted$31,01325000$56,013
Nadia Hayes MVA 3Cyarra WaltersDemand Drafted$30,7230$30,723
85 more cases not shown
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Complete firm analytics with all sections · Leadership access
Leadership Dashboards
CW
Cyarra Walters
Office Manager
Firm-Wide
Full operational overview — all case managers, health trends, SLA compliance, and activity flags across the entire firm.
419
Active Cases
6%
Critical
79%
SLA Overdue
20%
Healthy
Case Health Distribution
Key Flags356 fake · 63 stale · 190 missing cov.
View Firm-Wide Dashboard
RM
Royel Moon
Senior Paralegal
Demand Pipeline
Demand stage tracking — cases approaching, entering, and moving through the demand-to-disbursement pipeline.
190
Pipeline Total
24
Pre-Demand
166
In Demand+
0w
Avg Age (Demand)
Demand Pipeline Stages
Stage Breakdown7 write · 85 drafted · 34 negotiation · 40 litigation
View Demand Pipeline Dashboard
Ops Intel
1 flagged note
1
▸ Strategy
1
▲ Escalation
0
+ Medical
0
$ Settlement
0
◉ Deadline
0
■ Billing
▸ Strategy▲ Escalation
Operations · 3/26/2026
Straw Hat Luffy (Operations Test Project)
CM: Operations Phase: Treatment Complete Health: — SLA: —
Test Note
Need guidance on next steps for this test case. Client was involved in a hit-and-run and we have surveillance footage from a nearby business but the license plate is partially obscured. Should we enga…
◆ AI Analysis
◉ Assessment
This is a test case with operational structure inconsistencies - the note describes a hit-and-run liability situation, but the case data shows $62K in medical bills with $100K coverage and is flagged as fake progress after 29 weeks in Retained phase.
▸ Recommended Actions
1Immediate MRI scheduling - Case is 29 weeks old and still in Retained phase, violating the MRI-within-first-week directive. This must be completed immediately to move toward treatment pathway.
2Coverage verification - Confirm the $100K third-party coverage is accurate given the hit-and-run scenario described in the note.
3Case review with Cyarra or Ashton - The liability complexity (hit-and-run with video evidence) requires case management review, not direct JR escalation per protocol.
4Fake progress audit - Identify specific missing tasks/documentation causing the fake progress flag and create completion timeline.
⚠ Risk Flags
Process violation - 29-week case age in Retained phase represents significant SLA failure and contradicts core settlement speed mandates. Data inconsistency - Note content doesn't align with case data (describes evidence gathering but shows $62K medical bills already accumulated).
Strategic Focus — AI Directives
AI

Strategic Focus — Per-CM Directives

AI-generated priority directives for each Case Manager based on their current data, accountability metrics, and firm mandates. Updated each build.

CW
Cyarra Walters
Strategic Focus Directive
Primary Focus: Execute immediate caseload triage and remove the 43 paralegal-phase cases from your CM book to reduce workload from 147 to 104 active cases.
1Complete paralegal handoff TODAY — Transfer all 44 Settlement Disbursement cases, 23 Litigation cases, 9 Settlement cases, 3 Pre-lit/Referred Out cases to Princess/Royel with written status summaries. These cases are jamming your metrics and belong on paralegal plates.
2Clear the 29 MRI Review cases by Friday — This is your largest treatment bottleneck at 67.9 weeks average. Call providers directly for MRI completion status on all 29, escalate to JR any cases where providers won't cooperate. Target: 15+ advanced to Treatment Complete by week-end.
3Execute reduction blitz on 19 Demand Drafted cases — These are closest to revenue conversion. Send reduction requests on all 144 eligible cases (route through yourself per protocol), prioritize the 19 ready-to-settle cases first.
4Complete missing coverage on 54 cases by Tuesday — Call adjusters for policy declarations on all missing coverage cases. Use written docs only (Alexis policy limit lesson learned). Target: 30+ policy limits verified.
Watch Item: Cyarra's action rate of 1.4% is bandwidth-driven, not performance-driven. Monitor that the paralegal case removal actually translates to measurable activity increases within 7 days, or deeper structural changes needed.
AG
Alexis Gorman
Strategic Focus Directive
Primary Focus: BREAK THE PARALYSIS — Alexis needs immediate supervision and task completion before case quality can improve.
Action Items:
1Daily Check-ins with Royel (Start Monday) — 30-minute sessions to complete 10 specific tasks per day from the 75-task backlog. This is not optional until action rate improves from 9.9% to 40%+.
2Bills/Records Sprint This Week — Complete 20 of the 197 needed uploads and request bills on 15 of the 57 $0-billed cases. Use CC project emails for every request to ensure Filevine compliance.
3Policy Limits Verification (48 hours) — Complete coverage verification on 15 of the 79 missing cases, focusing on Treatment and Demand phases. READ declaration documents — do not accept verbal confirmations from adjusters.
4Zero-Action Case Triage (By Friday) — Move or meaningfully advance 25 of the 91 zero-action cases. Focus on the 119 fake-progress cases first — these need actual work, not status updates.
Watch Item: Alexis received a mass caseload transfer and may be overwhelmed rather than underperforming — monitor if she needs immediate training support or if this is a capacity issue requiring caseload reduction.
PR
Princess Robinson
Strategic Focus Directive
Primary Focus: Execute immediate actions on zero-activity cases blocking both revenue flow and case progression while catching up on critical documentation requests.
1Complete 15 policy limits calls today - Target the 17 missing coverage cases immediately, with emphasis on the 21 over-policy exposure cases that need settlement strategy decisions
2Request records on 25 highest-priority cases by Friday - Focus on Demand Drafted (20) and Treatment Complete (6) phases where missing records are preventing settlement progression
3Archive/advance 12 stalled cases this week - Continue momentum from your 8 recent moves, prioritizing the 12 cases showing $0 billed that may be ready for closure
4Submit 5 reduction requests through Cyarra by Wednesday - Target Settlement Disbursement cases (7) where reductions will immediately free up stuck revenue
Watch Item: 79% fake progress rate is inconsistent with Princess's historically strong organizational skills - monitor whether recent promotion to Junior Paralegal is creating bandwidth conflicts between CM duties and leadership responsibilities.
HM
Hewitt Mesfin
Strategic Focus Directive
Primary Focus: Critical billing and data collection freeze — complete ALL bills requested and record uploads before taking any other case actions
1Complete Bills/Records Sprint: Request all 16 outstanding bills and 80 outstanding records by Friday. Upload ALL 96 pending bills/records to proper Filevine entries by Monday — this is blocking accurate settlement calculations across 65% of your caseload.
2Policy Limits Documentation: Complete all 29 missing policy limits investigations by Wednesday. 36% of your cases are operating blind on settlement strategy because you don't know the policy ceiling.
3Zero-Action Recovery: Select 12 cases from your 59 zero-action cases and complete ONE meaningful action (bill request, record request, or client contact) on each by Thursday — focus on Settlement and Demand Drafted phases first as these are closest to revenue.
4Treatment Phase Acceleration: For your 20 Treatment cases, verify MRI completion status and schedule follow-up appointments for all clients by Friday — these cases average 67+ weeks firm-wide and are killing your SLA metrics.
Watch Item: Zero-action rate at 73% (59/81 cases) — monitor for signs of task avoidance or workflow confusion requiring immediate coaching intervention.
AS
Allanah Spirit
Strategic Focus Directive
Primary Focus: Execute Phase A treatment escalation tasks immediately — you have 23 cases stalled in Treatment (Evaluations) and zero bills/records activity this week
Action Items:
1Bills & Records Collection — Submit requests for all 19 cases needing bills and 59 needing records by EOD Friday. Target: 40+ submissions minimum. Use project CC emails for Filevine compliance.
2Policy Limit Discovery — Complete policy limit verification for all 24 missing coverage cases by Wednesday. Call adjusters directly, request declaration documents, and update Filevine immediately. No verbal confirmations only.
3Treatment Phase Advancement — Move 8+ cases out of Treatment (Evaluations) phase by Friday. Follow up on pending MRI appointments, specialist referrals, and injection scheduling. Priority on cases 90+ days SLA overdue.
4Case Cleanup Sprint — Address your 42 zero-action cases with concrete next steps logged in Filevine. Minimum 20 cases must show documented progress (calls made, appointments scheduled, bills requested) by Thursday.
Watch Item: Quality control on correspondence — Allanah moves fast but had critical error sending wrong case details to opposing counsel (Nadia Hayes incident with Walden & Adelman). Verify case details before any adjuster/counsel communication to protect firm relationships.
Case Manager Performance Scorecards
Cyarra Walters
CRITICAL Zero On-Track Cases
40.5
Delta
93
Total Cases
86.7w
Avg Case Age
93
SLA Overdue
41
Stale Activity
0
On Track
52
Fake Progress
1
Mismatches
5
Critical Health
40
Data Issues
28
Cases >100wk
Root Cause: Cyarra's zero on-track cases and 86.7-week average age isn't a performance issue—it's a bandwidth crisis from wearing three operational hats simultaneously. With 93 cases averaging nearly 2 years old, she's carrying the firm's legacy portfolio while managing ALL reduction requests and executive assistant duties. Her 55.9% fake progress rate is actually better than expected given her workload constraints, and critically, her cases represent real work (not pencil whipping) as evidenced by her lower fake-progress percentage compared to other overloaded CMs.
Immediate Action Required: Execute emergency caseload redistribution to drop Cyarra from 93 to 40-50 cases maximum, focusing on her Executive Assistant and reduction authorization roles per firm directive. Her paralegal-phase cases should be immediately reassigned to Royel, while early-phase cases need distribution across the CM team. However, with Alexis at 140 cases and others near capacity, this may require hiring an additional CM before redistribution to prevent cascading performance failures across the team.
Critical Data Alert: 40 cases (43% of Cyarra's caseload) are flagged with both "Data Issue" and "Missing Coverage" - this represents a significant operational blind spot where the firm cannot assess true settlement potential or policy limit exposure. These cases need immediate data cleanup and coverage verification before any reassignment, as they may be hiding both revenue opportunities and over-policy exposure risks that require leadership review per the $250K+ escalation protocol.
SLA Compliance Crisis: With 93 overdue cases and zero on-track, Cyarra's book violates every settlement speed mandate (45-Day Payday, 90-Day Quick Turn, 120-Day Target). The 28 cases over 100 weeks old represent stuck revenue and potential client satisfaction risks. This performance data supports the firm's recognition that Cyarra's triple-hat role is operationally unsustainable—she cannot execute the CM role effectively while managing executive duties and being the exclusive bottleneck for all reduction requests.
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Alexis Gorman
CRITICAL Immediate Attention Needed
57.2
Delta
123
Total Cases
23.1w
Avg Case Age
77
SLA Overdue
4
Stale Activity
36
On Track
119
Fake Progress
8
Mismatches
8
Critical Health
73
Data Issues
0
Cases >100wk
Primary Concern: Alexis's caseload shows catastrophic fake progress at 96.7% (119 of 123 cases), indicating systematic task completion issues without actual case advancement. With 77 cases overdue on SLA targets and only 36 on-track, she's directly undermining the firm's 45-Day Payday mandate where we're already failing with only 3 of 85+ qualifying cases meeting targets. This fake progress rate is nearly double Cyarra's 33% despite Cyarra carrying 156 cases across three roles, suggesting fundamental workflow execution problems rather than capacity issues.
Data Quality Crisis: 73 cases (59% of her portfolio) have missing coverage information, creating a cascade failure across all settlement timelines since policy limits drive treatment strategy and demand calculations. Combined with 8 assignment mismatches likely from her mass reassignment from Allanah, Alexis is operating with incomplete case intelligence that prevents proper prioritization of the high-value cases that drive our revenue formula. These data gaps must be resolved before any performance coaching will be effective.
SLA Alert: With 77 overdue cases against firm mandates requiring green status (<45 days), Alexis is contributing significantly to our systematic failure on settlement speed requirements. Her 23.1-week average case age places most cases in the red zone requiring immediate escalation per JR's directives. Given that she received Allanah's reassigned cases and Allanah was our strongest CM performer with the most on-track cases, this suggests poor handoff execution rather than inheriting problem cases.
Immediate Action Required: Alexis needs emergency case review with Cyarra and Royel within 48 hours to audit the 119 fake progress cases and identify which are actually demand-ready versus requiring treatment completion. Her provider reduction strengths should be leveraged by reassigning settlement disbursement cases from other CMs while redistributing her early-phase cases that need intensive MRI follow-up. The 8 assignment mismatches require immediate Filevine cleanup to prevent further communication errors with opposing counsel, especially given the critical Walden & Adelman relationship sensitivity.
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Princess Robinson
CRITICAL Immediate Attention Needed
55.8
Delta
68
Total Cases
26.4w
Avg Case Age
51
SLA Overdue
1
Stale Activity
14
On Track
67
Fake Progress
0
Mismatches
6
Critical Health
14
Data Issues
1
Cases >100wk
Primary Concern: Princess Robinson is the top Delta performer at 55.8 but is operating in complete operational contradiction to her individual achievements. With 98.5% fake progress (67 of 68 cases), she represents a textbook example of pencil-whipping at scale — cases appear systematically active but lack substantive completion of treatment paths, demand drafting, or billing collection. This violates JR's direct mandate that tasks must be COMPLETED, not just initiated, and undermines the firm's core revenue formula where time bottlenecks kill both revenue and satisfaction. Despite being recently promoted to Junior Paralegal with leadership responsibilities, her case management practices directly contradict the operational standards she should be modeling for other CMs.
Data Quality Crisis: 14 of her 68 cases (20.6%) are flagged as "Data Issue" with missing coverage information, creating a blind spot that prevents accurate settlement strategy and policy limit assessment. Given the firm's directive that policy limit verification must come from written declaration documents (learned from Alexis's $250K vs $25K adjuster error), Princess's missing coverage data represents potential six-figure settlement miscalculations. This is particularly concerning for someone in a leadership role who should be setting the standard for Filevine compliance and complete contact sheet documentation. Immediate audit required of these 14 cases to determine if they're legitimate data gaps or incomplete intake processes.
SLA Alert: With 51 of 68 cases overdue (75%) and only 14 on-track, Princess is failing catastrophically against the firm's speed mandates despite her strong individual metrics. Her 26.4-week average case age suggests systematic delays in the Treatment Critical Path, likely missing the non-negotiable MRI-within-first-week directive that blocks all settlement timelines. Given that she's described as "very organized with only two stale cases," this SLA failure indicates either task completion issues (supporting the 98.5% fake progress flag) or fundamental misunderstanding of the 45-Day Payday requirements for state-minimum cases. Leadership must immediately review her case portfolio to identify which cases qualify for 45-day vs 90-day settlement tracks.
Leadership Contradiction: The disconnect between Princess's promotion to Junior Paralegal with leadership responsibilities and her operational performance creates a credibility issue for case manager oversight. While she has the "highest healthy case rate among all paralegals" and strong organizational skills, her CM performance suggests she may need focused coaching on CM-specific workflows before taking on broader leadership duties. Recommend immediate one-on-one review with Royel Moon to determine if this is a training gap, bandwidth issue from dual CM/paralegal responsibilities, or systematic process misunderstanding that could spread to other CMs she's meant to
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Hewitt Mesfin
WATCH 94.6% Fake Progress Rate
55.0
Delta
56
Total Cases
28.6w
Avg Case Age
42
SLA Overdue
3
Stale Activity
13
On Track
53
Fake Progress
0
Mismatches
2
Critical Health
27
Data Issues
1
Cases >100wk
Data Quality Crisis: Hewitt's caseload shows systematic data integrity issues that fundamentally compromise his performance metrics. 27 of his 56 cases (48.2%) have missing policy coverage information, and 94.6% of his cases are flagged for fake progress – the highest rate I've seen in this analysis. This suggests either incomplete case setup, poor handoff processes during reassignments, or failure to update Filevine after completing tasks. Immediate action required: Schedule a case-by-case review with Royel to identify whether these are data entry issues or actual work product gaps, then implement the firm's "No Pencil Whipping" directive with specific task completion verification protocols.
SLA Compliance Failure: Despite having a moderate caseload of 56 cases, Hewitt has 42 cases overdue (75% non-compliance rate) with only 13 cases on-track for the firm's speed mandates. This directly undermines JR's 45-Day Payday and 90-Day Quick Turn directives. With an average case age of 28.6 weeks, he's missing the critical treatment pathway window where MRIs should be ordered within the first week of intake. Recommend immediate escalation to Cyarra and implementation of weekly check-ins with Royel to establish case-by-case timelines and accountability measures.
Primary Concern: The combination of 94.6% fake progress and 75% SLA non-compliance indicates Hewitt may be overwhelmed or inadequately trained on firm systems and protocols. Unlike high-performers like Princess Robinson (47.4 delta, organized, only 2 stale cases), Hewitt's metrics suggest cases are stalling in early phases without proper treatment escalation or insurance follow-up. Given that he carries the firm's highest single over-policy case at $240K, this performance gap represents significant revenue risk and potential client dissatisfaction.
Immediate Action Required: Implement emergency case review protocol with Cyarra oversight. Reassign the $240K over-policy case to a senior CM (Princess or Allanah) given JR's mandate that high-exposure cases require escalation when CMs "reach a limit." Establish 30-day improvement plan with specific metrics: reduce fake progress rate below 50%, achieve 60% SLA compliance, and complete missing coverage data entry. If metrics don't improve within 30 days, consider additional training or caseload adjustment to prevent further erosion of the firm's settlement speed objectives.
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Allanah Spirit
WATCH 100.0% Fake Progress Rate
51.4
Delta
64
Total Cases
25.9w
Avg Case Age
52
SLA Overdue
0
Stale Activity
8
On Track
64
Fake Progress
3
Mismatches
3
Critical Health
22
Data Issues
1
Cases >100wk
SLA Alert: Allanah is failing the 45-Day Payday mandate with only 8 of 64 cases on track (12.5% compliance rate). With 52 cases overdue at 25.9 weeks average age, she has zero cases meeting the state-minimum policy limit settlement timeline. This directly contradicts her historical strength as having "most on-track cases, fewest stale" and requires immediate intervention to understand what changed in her case management approach.
Data Quality: The 100% fake progress rate across all 64 cases indicates systematic task completion issues, not isolated performance problems. Combined with 22 missing coverage cases and 22 total data issues, Allanah appears to be pencil-whipping tasks without actual completion—the exact behavior flagged as "#1 operational concern" in firm directives. This represents a complete breakdown in case ownership accountability despite her reputation as the "strongest CM performer."
Root Cause: The 3 assignment mismatches in Filevine suggest cases were reassigned to her without proper handoff protocols, potentially explaining the sudden performance degradation. Given her track record and the recent mass caseload reassignments following Dasha Allen's departure, this appears to be a capacity/training issue rather than fundamental performance failure. Her previous error sending wrong case information to Walden & Adelman shows she rushes when overwhelmed.
Action Required: Immediate case review meeting with Royel and Ashton to audit all 64 cases for actual vs. reported progress. Priority sequence: (1) verify coverage on the 22 missing cases, (2) complete legitimate task work for high-value policies, (3) escalate any cases where she's "reached a limit" per high-policy protocol, and (4) implement daily check-ins until fake progress rate drops below 50%. Her historical performance suggests this is recoverable with proper support and workload management.
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Accountability Tracker — Since March 24, 2026
ACCT

Accountability Tracker — Since March 24, 2026

Shows what each CM has changed or fixed since the last ops meeting. Metrics show value / total needing action. Cases with zero movement are flagged.

Cyarra Walters
147 cases · 147 active · 93 SLA overdue · 52 fake progress
1.4%
Action Rate
ACTION REQUIRED
Core Activity
0
Phase
Advances
0/ 10
Bills Req
/ Needed
0/ 121
Records Req
/ Needed
0/ 144
Reductions
/ Eligible
1/ 21
Tasks
Done
Uploads & Data Fixes
0/ 131
Bills/Recs
Uploaded
0/ 54
Policy Limits
Completed
0
Ops
Escalations
1
Archived /
Moved
136/ 147
Zero-Action
Cases
$0 Amounts Remaining (Lower = Better)
10/ 147
$0 Bills
142/ 147
$0 Reductions
95/ 147
$0 Expenses
141/ 147
$0 Settlements
108/ 147
$0 Liens
🔴 136 of 147 active cases show ZERO movement
🔴 0 reduction requests — 144 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 54 cases missing policy limits (37%)
🟠 52 cases flagged as fake progress (35%)
🟠 54 cases over policy limits
Alexis Gorman
141 cases · 141 active · 77 SLA overdue · 119 fake progress
9.9%
Action Rate
ACTION REQUIRED
Core Activity
9
Phase
Advances
0/ 57
Bills Req
/ Needed
0/ 140
Records Req
/ Needed
0/ 113
Reductions
/ Eligible
5/ 75
Tasks
Done
Uploads & Data Fixes
0/ 197
Bills/Recs
Uploaded
0/ 79
Policy Limits
Completed
0
Ops
Escalations
0
Archived /
Moved
91/ 141
Zero-Action
Cases
$0 Amounts Remaining (Lower = Better)
57/ 141
$0 Bills
140/ 141
$0 Reductions
94/ 141
$0 Expenses
141/ 141
$0 Settlements
125/ 141
$0 Liens
🔴 91 of 141 active cases show ZERO movement
🔴 0 reduction requests — 113 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 79 cases missing policy limits (56%)
🟠 119 cases flagged as fake progress (84%)
🟠 39 cases over policy limits
Princess Robinson
85 cases · 85 active · 51 SLA overdue · 67 fake progress
34.1%
Action Rate
DEVELOPING
Core Activity
12
Phase
Advances
0/ 12
Bills Req
/ Needed
0/ 82
Records Req
/ Needed
1/ 83
Reductions
/ Eligible
8/ 47
Tasks
Done
Uploads & Data Fixes
0/ 94
Bills/Recs
Uploaded
0/ 17
Policy Limits
Completed
0
Ops
Escalations
8
Archived /
Moved
56/ 85
Zero-Action
Cases
$0 Amounts Remaining (Lower = Better)
12/ 85
$0 Bills
81/ 85
$0 Reductions
57/ 85
$0 Expenses
84/ 85
$0 Settlements
69/ 85
$0 Liens
🔴 56 of 85 active cases show ZERO movement
🔴 0 bills/records requested — collection stalled
🟠 67 cases flagged as fake progress (79%)
🟠 21 cases over policy limits
Hewitt Mesfin
81 cases · 81 active · 42 SLA overdue · 53 fake progress
43.2%
Action Rate
DEVELOPING
Core Activity
13
Phase
Advances
0/ 16
Bills Req
/ Needed
0/ 80
Records Req
/ Needed
0/ 76
Reductions
/ Eligible
16/ 57
Tasks
Done
Uploads & Data Fixes
0/ 96
Bills/Recs
Uploaded
0/ 29
Policy Limits
Completed
0
Ops
Escalations
6
Archived /
Moved
59/ 81
Zero-Action
Cases
$0 Amounts Remaining (Lower = Better)
16/ 81
$0 Bills
79/ 81
$0 Reductions
68/ 81
$0 Expenses
81/ 81
$0 Settlements
70/ 81
$0 Liens
🔴 59 of 81 active cases show ZERO movement
🔴 0 reduction requests — 76 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 29 cases missing policy limits (36%)
🟠 53 cases flagged as fake progress (65%)
🟠 24 cases over policy limits
Allanah Spirit
73 cases · 73 active · 52 SLA overdue · 64 fake progress
60.3%
Action Rate
PERFORMING
Core Activity
7
Phase
Advances
0/ 19
Bills Req
/ Needed
0/ 59
Records Req
/ Needed
0/ 70
Reductions
/ Eligible
37/ 65
Tasks
Done
Uploads & Data Fixes
0/ 78
Bills/Recs
Uploaded
0/ 24
Policy Limits
Completed
0
Ops
Escalations
0
Archived /
Moved
42/ 73
Zero-Action
Cases
$0 Amounts Remaining (Lower = Better)
19/ 73
$0 Bills
73/ 73
$0 Reductions
54/ 73
$0 Expenses
72/ 73
$0 Settlements
67/ 73
$0 Liens
🔴 42 of 73 active cases show ZERO movement
🔴 0 reduction requests — 70 cases eligible
🔴 0 bills/records requested — collection stalled
🔴 24 cases missing policy limits (33%)
🟠 64 cases flagged as fake progress (88%)
🟠 14 cases over policy limits
Provider Scorecard — Reduction Performance
Top Reduction Partners
Emory Orthopedics & Spine Center
100% reduction · 3 cases · $30,165 reduced
Piedmont Eastside
58% reduction · 3 cases · $7,819 reduced
Northside Radiology Associates
55% reduction · 3 cases · $549 reduced
Coweta Emergency Group LLC
41% reduction · 4 cases · $2,648 reduced
Piedmont ED Professional
35% reduction · 4 cases · $337 reduced
Low Reduction — Needs Negotiation
100% Chiro
0% reduction · 3 cases · $9,367 billed · 70% below 70% target
100% Chiropractic
0% reduction · 3 cases · $17,100 billed · 70% below 70% target
AICA Orthopedics
0% reduction · 47 cases · $553,092 billed · 70% below 70% target
AMERA IMAGING GEORGIA LLC
0% reduction · 9 cases · $27,950 billed · 70% below 70% target
Adjust Atlanta
0% reduction · 13 cases · $74,385 billed · 70% below 70% target
136
Multi-Case Providers
1
At or Above 70%
135
Below 70% Target
3%
Avg Reduction Rate
Intake Tracker — By Office & Intaker
542
Total Intakes
47
This Month
505
Atlanta, GA
42 this month
35
Houston, TX
5 this month
0
New Orleans, LA
0 this month
0
Chicago, IL
0 this month
0
Charlotte, NC
0 this month
Monthly Intake Trend
MonthTotalAtlanta, GAHouston, TXNew Orleans, LAChicago, ILCharlotte, NC
Mar 202647425000
Feb 202634295000
Jan 202631256000
Dec 202525241000
Nov 202524204000
Oct 202531283000
Intakes by Person
IntakerAll-TimeThis Month%
Cyarra Walters41429
76.4%
Princess Robinson264
4.8%
Operations232
4.2%
Hewitt Mesfin186
3.3%
Royel Moon145
2.6%
Alexis Gorman101
1.8%
Allanah Spirit60
1.1%
MRI Completion Tracker — Days from Intake to Treatment Start
145
With Treatment Start
46.2%
Within 7 Days
27.1d
Avg Days to Treatment
133
No Treatment Start Yet
In pre-treatment phases
Longest Time to Treatment Start (Top 20)
CaseCMPhaseIntakeTx StartDaysStatus
Luis F Flores-Lawton MVACyarra WaltersLitigation07/2610/27457d🔴
Jillian Espinal MVAHewitt MesfinTreatment (Evaluations)12/2712/22359d🔴
Chiquita Cheek MVACyarra WaltersLitigation10/0309/03335d🔴
George Dozier IIIPrincess RobinsonTreatment (Evaluations)09/0803/03175d🔴
Jessica Graham SLIP AND FALLCyarra WaltersDemand Drafted08/2301/27156d🔴
Stefan Brathwaite MVAAlexis GormanLiability Negotiation06/2310/07105d🔴
Charla Anderson (Slip/Fall)Cyarra WaltersTreatment (MRI Review)07/1610/2398d🔴
Shawn Facey MVAAlexis GormanTreatment (Evaluations)10/2101/2797d🔴
Chandler Smith MVAAllanah SpiritTreatment (Injections / PM)10/1201/1695d🔴
Courtney Madden MVAAlexis GormanTreatment (Injections / PM)08/1211/1493d🔴
Ahmed Kamruddin PunjwaniHewitt MesfinTreatment (Injections / PM)06/2109/2292d🔴
Chozen CuthbertsonAlexis GormanLiability Negotiation01/2704/2284d🔴
Ryan Barnes MVAHewitt MesfinTreatment (Injections / PM)10/0212/2482d🔴
Angela Scott MVA 2Allanah SpiritTreatment (Evaluations)12/0202/1473d🔴
George Gallman CHAIR FALLHewitt MesfinDemand Drafted04/3007/0868d🔴
Chalana Ector DOG BITEAllanah SpiritDemand Drafted08/1810/2466d🔴
Atoya Maddox MVAAlexis GormanDemand Drafted11/0301/0562d🔴
Jazlyn Jackson MVA 2Allanah SpiritDemand Drafted10/0712/0457d🔴
Jessica P. Milner MVAPrincess RobinsonLitigation09/0210/2754d🔴
Keddrick Ragland MVAPrincess RobinsonDemand Drafted09/0810/2849d🔴
Cases Missing Treatment Start (133 in pre-treatment phases)
CaseCMPhaseIntake DateDays Since IntakeFlag
Otis Lee Mcintosh MVACyarra WaltersTreatment Complete10/23885d🔴
LiVerty A. Shie Spears MVACyarra WaltersTreatment (MRI Review)03/08748d🔴
King Johnson MVACyarra WaltersTreatment (MRI Review)03/08748d🔴
Ianna SproulCyarra WaltersTreatment Complete04/30695d🔴
Tonya Alexander MVA 2 LyftCyarra WaltersTreatment (MRI Review)05/09686d🔴
Jameisha EasterlingCyarra WaltersTreatment (MRI Review)08/19584d🔴
Demaris PoolCyarra WaltersTreatment (MRI Review)08/26577d🔴
Vivian Griffis MVAAllanah SpiritTreatment Complete10/31511d🔴
Christopher Dawson (MINOR) MVACyarra WaltersTreatment (MRI Review)12/03478d🔴
Brianna Dawson (MINOR) MVACyarra WaltersTreatment (MRI Review)12/03478d🔴
Sharon Johnson MVACyarra WaltersTreatment (MRI Review)12/16465d🔴
Jaime Omarpazcardona MVACyarra WaltersRetained (Documents Signed)12/27454d🔴
Talic Pegues MVAPrincess RobinsonPre-Lit02/02417d🔴
Janayer Alexis-Pegues MVACyarra WaltersPre-Lit02/02417d🔴
Leandra Pierre-Louis MVA-1Cyarra WaltersRetained (Documents Signed)02/24395d🔴
Jasmine Brown MVAHewitt MesfinTreatment (Evaluations)04/15345d🔴
Elisa BaskinHewitt MesfinTreatment (Evaluations)05/05325d🔴
Thomas LeeCyarra WaltersRetained (Documents Signed)05/27303d🔴
Nyier Daniels MVAnanLead (Intake)06/21278d🔴
Nyier Daniels MVAnanLead (Intake)06/21278d🔴
113 more not shown
Marketing & Growth
TC
Tawana Carter
Marketing & Growth Director
4 Active · 4 Planned
Recent Announcements
2026-03-24: Commercial shoot completed (green screen + courtroom) — targeting NO + Houston zip codes
2026-03-22: Women's History Month event (Atlanta) — successful; noted: team arrived late to set up
2026-03-24: Juneteenth event rejected (traffic/congestion) — alternative format TBD at next ops meeting
Goals & Initiatives
Launch Chicago marketIn Progress
Deadline: April 2026 · Provider outreach + local branded materials needed
Launch Charlotte marketPlanned
Deadline: July 2026 · Marketing materials and local provider outreach ahead of launch
Activate Sean as New Orleans content ambassadorIn Progress
Deadline: April 2026 · Producing Facebook-style skits; transitioned out of office CM role
Weekly content calendar published across all marketsIn Progress
Deadline: Ongoing · Owned by Tawana — all markets
Hire full-time New Orleans resident staffIn Progress
Deadline: End of April 2026 · Full-time hire + training target
Houston medical provider event + social eventPlanned
Deadline: April 2026 · Tied to JR's office search trip
Mother's Day event activation (New Orleans)Planned
Deadline: May 2026 · Working with Jock; curated format
Father's Day event (~50 invitees)Planned
Deadline: June 20, 2026 · Curated, experiential format — clients, providers, community referrers
Commitments Owed to Tawana
Ashton: Design new billboard using photoshoot photosOpen
Committed: 2026-03-24
Ashton: New artwork for 85N billboardOpen
Committed: 2026-03-24
Ashton: Add community affiliates/blog section + event sign-up page to websiteOpen
Committed: 2026-03-24
Ashton: Merge individual headshots into group photo for client portal 'Meet Your Team'Open
Committed: 2026-03-24
Ashton: Set up automated text of JR intro video when client signs in FilevineOpen
Committed: 2026-03-24
JR: Secure bigger Houston office spaceIn Progress
Committed: 2026-03-24
JR: Explore local TV station daytime segment opportunityOpen
Committed: 2026-03-24
Updated from commitments.json · Last: 2026-03-25
JR's Directives & Commitments
JR
JR
Founder & Managing Attorney
2 Mandates · 4 Open · 5 Expectations
Standing Mandates
45-Day Payday: State-minimum policy cases (~$25K) settled within 45 days of signCRITICAL
10 of 85 qualifying cases within window; 69 past 90 days (legacy)
90-Day Quick Turn: Mid-value cases ($50K–$100K) settled within 90 days of signCRITICAL
7 of 57 qualifying cases within window; 47 past 120 days (legacy)
JR's Commitments
Work with Cyarra to clear 50 cases this weekOpen
2026-03-24 · Assigned: JR + Cyarra
Secure bigger Houston office by May 1In Progress
2026-03-24 · Assigned: JR
Explore TV station daytime segmentOpen
2026-03-24 · Assigned: JR
Identify 401K partner for employee benefitsOpen
2026-03-24 · Assigned: JR
Expectations of Staff
Alexis Gorman: All demands $25K+ go through Princess/Cyarra review before sending
Set: 2026-03-24
Royel Moon: Weekly MRI accountability review with CMs
Set: 2026-03-24
All Staff: All client escalations must CC JR + Cyarra via email
Set: 2026-03-24
Ashton: Share dashboard before each ops meeting going forward
Set: 2026-03-24
Royel Moon: Use dashboard data for Wednesday meeting MRI/records/policy limits agenda
Set: 2026-03-24
Updated from commitments.json · Last: 2026-03-25
Ashton's Tasks & Commitments
AR
Ashton Rongabriel
National Head of Operations
9 Urgent · 11 High · 6 Commitments
Immediate Actions
Triage Cyarra's caseload — redistribute 50+ casesURGENT
ClickUp: Immediate Actions
Blitz 71 Settlement Disbursement cases — unstick revenueURGENT
ClickUp: Immediate Actions
Fix 18 assignment mismatches in FilevineURGENT
ClickUp: Immediate Actions
Review top 10 over-policy exposure cases ($2.73M total)URGENT
ClickUp: Immediate Actions
Fix ATL office desk phones — get Ethernet switch photoHIGH
ClickUp: Immediate Actions
Help clear MRI scheduling backlog (with Royel & Princess)URGENT
ClickUp: Immediate Actions
85N billboard artworkURGENT
ClickUp: Immediate Actions
Design new billboard using photoshoot photosURGENT
ClickUp: Immediate Actions
Make request for policy limits disclosures in OutlawHIGH
ClickUp: Immediate Actions
Short-Term (30 Days)
Build MRI completion alert — support 45-Day PaydayURGENT
ClickUp: Short-Term (30 Days)
Coordinate with Royel on weekly CM goals workflow + phase trigger backfillHIGH
ClickUp: Short-Term (30 Days)
Populate provider performance tier with correct dataHIGH
ClickUp: Short-Term (30 Days)
Communicate bandwidth limits — demand queue management processHIGH
ClickUp: Short-Term (30 Days)
Update website with new team headshotsNORMAL
ClickUp: Short-Term (30 Days)
Institute weekly data entry day — clear 1,437 provider date gapsHIGH
ClickUp: Short-Term (30 Days)
Audit MRI Review pipeline — 39 cases avg 68 weeks stuckHIGH
ClickUp: Short-Term (30 Days)
Launch Bills & Records request campaign — 90% not requestedHIGH
ClickUp: Short-Term (30 Days)
Add per-CM financial performance view to ops dashboardHIGH
ClickUp: Short-Term (30 Days)
Share ops dashboard before each ops meetingNORMAL
ClickUp: Short-Term (30 Days)
Merge headshots into group team photo for client portalNORMAL
ClickUp: Short-Term (30 Days)
Add community affiliates & event sign-up page to websiteHIGH
ClickUp: Short-Term (30 Days)
Set up automated text: JR intro video on Filevine project creationHIGH
ClickUp: Short-Term (30 Days)
CM-Specific
Cyarra 1:1 performance review & caseload triageURGENT
ClickUp: CM-Specific
Strategic (90 Days)
Establish caseload caps per CM (80-100 max)NORMAL
ClickUp: Strategic (90 Days)
Upgrade New Orleans office cameraNORMAL
ClickUp: Strategic (90 Days)
Meeting Commitments
Design new billboard using photoshoot photosOpen
2026-03-24 · Committed to Tawana at ops meeting
85N billboard artworkOpen
2026-03-24 · Committed to Tawana at ops meeting
Add community affiliates/blog + event sign-up page to websiteOpen
2026-03-24 · Committed at ops meeting — Ashton + Tawana to monitor
Merge headshots into group team photo for client portalOpen
2026-03-24 · Meet Your Team tab
Set up automated text of JR intro video on Filevine signOpen
2026-03-24 · Currently only in portal — needs text automation
Share dashboard before each ops meetingActive
2026-03-24 · JR directive — ongoing
Synced from ClickUp + meeting notes · Last: 2026-03-25
Cyarra's Directives & Tasks
CW
Cyarra Walters
Office Manager
2 Urgent · 4 Active
Context: Carries 3 hats: CM + Office Manager + EA to JR. Avg case age 80+ weeks. Zero on-track cases. Recommended: reduce CM book to 40-60 and position as pod lead/CM manager.
Directives
Work with JR to clear 50 cases this weekOPEN
From: JR · 2026-03-24
Review all demands $25K+ from Alexis before sendingACTIVE
From: JR · 2026-03-24
CC JR + Cyarra on all client escalation emailsACTIVE
From: JR · 2026-03-24
Caseload triage — target reduction from 93 to 40-60 casesOPEN
From: Ashton · 2026-03-24
Updated from commitments.json · Last: 2026-03-25
Royel's Directives & Tasks
RM
Royel Moon
Senior Paralegal
4 Active
Context: Demand pipeline owner. Manages Wednesday meetings. Key role in MRI accountability and case progression tracking.
Directives
Weekly MRI accountability review with all CMsACTIVE
From: JR · 2026-03-24
Use dashboard data for Wednesday meeting MRI/records/policy limits agendaACTIVE
From: JR · 2026-03-24
Coordinate with Ashton on weekly CM goals workflow + phase trigger backfillOPEN
From: Ashton · 2026-03-24
Escalation path: CM → Royel → JR for MRI scheduling issuesACTIVE
From: JR · 2026-03-24
Updated from commitments.json · Last: 2026-03-25
Dashboard Changelog
v7.92026-03-27
Index Page — Tab Navigation (Show/Hide Pages)
  • Index page converted from single scrolling page to tabbed show/hide navigation — 14 tab pages
  • Clicking a tab now shows only that page content (same pattern as leadership dashboards)
  • Pages: Delta Overview, Leadership, Ops Intel, CM Scorecards, Accountability, Providers, Intakes, MRI Tracker, Marketing, JR's Directives, Ashton, Cyarra, Royel, Changelog
  • Page loads to Delta Overview by default, scroll resets to top on tab switch
  • Accountability metric boxes: improved spacing — value/denominator now reads as '136 / 147' with gap and slightly larger font
v7.82026-03-27
Leadership Delta Score Fix — Phase-Aware Across All Dashboards
  • FIXED: Team Health Comparison table on leadership dashboards now uses phase-aware Delta methodology matching CM dashboards
  • Revenue pillar scored only on billable-phase CM-owned cases (Treatment Complete+), not all cases
  • Health and SLA pillars now exclude paralegal-phase cases from denominator (Settlement, Litigation, Pre-Lit, etc.)
  • Firm-level Delta in topbar also updated to phase-aware scoring
  • Delta scores now consistent across index page, leadership dashboards, and individual CM dashboards
v7.72026-03-27
AI Strategic Focus Directives — Per-CM Action Plans
  • NEW: AI Strategic Focus section — Claude generates per-CM priority directives based on accountability data, caseload health, and firm mandates
  • Strategic Focus appears on Index page (all CMs), both Leadership dashboards, and each CM's Ops Intel tab
  • Directives include Primary Focus, 3-4 numbered Action Items, and a Watch Item for leadership
  • AI prompt references firm mandates (45-Day Payday, fake progress, policy limit tendering) and CM-specific accountability metrics
  • File-based JSON cache (strategic_focus_cache.json) — generated once by leadership generator, loaded by CM dashboards without duplicate API calls
  • Generator execution order changed: leadership → CM → index (leadership creates cache before CM dashboards need it)
  • Cyarra caseload reassignment analysis added to firm_context.txt — 43 paralegal-phase cases identified for immediate reassignment
v7.62026-03-27
Delta Score Fix + Expanded Accountability Tracker
  • FIXED: Delta score inconsistency — index page now uses same phase-aware, CM-owned-only methodology as CM dashboards (was including paralegal cases, inflating denominators)
  • Index page imports _is_paralegal_phase and _bills_expected from CM dashboard for consistent scoring
  • Revenue pillar on index now uses billable-phase denominator (Treatment Complete+) instead of total cases
  • Health and SLA pillars on index now exclude paralegal-owned cases from denominator
  • Accountability Tracker v2 — massively expanded metrics with value/total context for every metric
  • NEW metrics: Bills Requested / Needed, Records Requested / Needed, Reductions / Eligible, Tasks Done / Total
  • NEW metrics: Bills & Records Uploaded / Needed, Policy Limits Completed / Missing
  • NEW metrics: Ops Escalations (cases with #ops-* note tags), Cases Archived or Moved to Paralegal/Litigation/Settlement
  • NEW section: $0 Amounts Remaining — tracks $0 Bills, $0 Reductions, $0 Expenses, $0 Settlements, $0 Liens per CM (lower = better)
  • Action rate formula expanded: now includes uploads, policy limit completions, and archived/moved cases
  • Tracker now loads Notes.csv to detect #ops-strategy and #ops-escalation tagged notes per CM
  • Fixed tracker padding — cards no longer render edge-to-edge in browser
  • Accountability baseline pinned to March 24, 2026 (last ops meeting)
v7.52026-03-26
Ops Meeting Intelligence + My Book + AI Enhancements
  • Analyzed 7 Ops Meeting transcripts (Dec 2025–Mar 2026) via Microsoft Graph — extracted directives, staffing changes, and operational intelligence
  • Enriched firm_context.txt from 51 lines to 150+ lines with treatment critical path, high-policy protocol, litigation strategy, provider relationships, insurance troubleshooting guide, CM performance profiles, and expansion plans
  • NEW: MRI Completion Tracker — tracks days from intake to treatment start, flags >7 days, shows top 20 longest delays and cases missing treatment start dates
  • NEW: Treatment Velocity Pipeline — avg weeks in phase displayed under each pipeline bar with color coding (green <4w, amber 4-8w, red >8w)
  • NEW: Over-Policy Exposure Alerts — flags all cases where medical bills exceed policy limits ($2.28M total exposure across 105 cases), with KPI cards and scrollable detail table
  • NEW: Provider Reduction Scorecard — top 5 and bottom 5 providers by reduction rate (aggregated from per-case data), with quick stats row showing providers at/above/below 70% target
  • Expanded Cyarra My Book tab — now includes Delta pillar breakdown, case health grid, case age distribution (with 45/90/120-day mandate labels), phase pipeline with SLA data, reduction performance, and SLA/priority summary
  • Moved Paralegal Priorities card above Fix Today table on Royel's dashboard for better visibility
  • Ops Intel AI Analysis sections now collapsible/expandable (click header to toggle)
  • Risk flags in AI Analysis now render as highlighted badge cards with colored left border and background
  • AI prompt now includes active commitments from commitments.json — AI can reference CM and leadership commitments in its analysis
  • Added 5 new carrier-specific troubleshooting scenarios to Playbook: State Farm press-0 IVR tip, Progressive assigned adjuster protocol, policy limits verification by state, ACH payment tracking, and carrier stonewalling response
  • Added Providers and MRI Tracker nav tabs to index page
  • NEW: Accountability Tracker — powered by audit_data.csv (483K activity logs back to Oct 2024) + Grand Dataset date fields. Tracks phase advances, bills/records requests, reduction requests, task completions, doc actions, and zero-action cases per CM
  • Accountability Tracker on Index page (all CMs side-by-side with action rate bars), Cyarra's Team Health tab, Royel's Firm Overview, and each CM's Overview tab
  • Configurable baseline date — defaults to 14 days ago, pin to any ops meeting date via ACCOUNTABILITY_BASELINE in generate_leadership_dashboards_v2.py
  • Staffing updates: Dasha Allen removed (no longer with firm); Shawn Taylor updated to content/brand ambassador role in NOLA
v7.42026-03-26
AI Insights Engine — Ops Intel + CM Scorecards
  • AI-powered Ops Intel — Claude API analyzes each flagged note with full case context and firm directives (45-Day Payday, 90-Day Quick Turn, SLA tiers)
  • AI Assessment, Recommended Actions, and Risk Flags rendered with styled section headers, numbered action badges, and color-coded risk pills
  • AI-powered CM Scorecard insights — replaces rule-based insights with detailed, directive-aware analysis for each Case Manager
  • AI prompt includes all firm directives so recommendations reference 45-Day Payday, 90-Day Quick Turn, SLA tiers, and fake progress policy
  • API call caching — insights generated once per build and shared across all 3 generators (was calling 3x per note before)
  • SSL fallback — handles Mac Python 3.9 LibreSSL limitation with urllib fallback
  • Fixed Cyarra My Book tab — was showing all zeros due to wrong metric key names (delta vs delta_score, billed vs total_billed)
  • Fixed Full Delta Dashboard link on index — was pointing to nonexistent file, now links to JRLG_Delta_Dashboard.html
  • Added padding to Intake Tracker section on index page
  • Removed redundant 'from the team' text on Ops Intel section header
  • Deploy script now shows full generator output for easier debugging
v7.32026-03-26
Ops Intel v1 + Project Cleanup + Navigation
  • New Ops Intel feature — Filevine notes tagged with #ops-* surface on all dashboards with case context
  • 6 tag types: #ops-strategy, #ops-escalation, #ops-medical, #ops-settlement, #ops-deadline, #ops-billing
  • Leadership dashboards show all flagged notes; CM dashboards filter to that CM's cases
  • Index page shows expanded Ops Intel cards with case name, CM, phase, health, SLA, note body, and author
  • Added Back to Index navigation button on all CM and leadership dashboards
  • How it Works explainer accordion on leadership/CM Ops Intel tabs
  • Fixed deploy pipeline — was uploading stale HTML from wrong folders, now reads from jrlg_dashboards_upload/
  • Major project folder cleanup — archived 20+ stale files, old generators, duplicate command scripts
  • Deploy script now prints Cloudflare Pages upload instructions after GitHub backup
  • Cloudflare Access configured — leadership dashboards restricted to 5 leadership emails
v7.12026-03-26
Leadership Dashboards — Full Visual Overhaul
  • Leadership dashboards restyled to match CM dashboard visual identity
  • New topbar with gradient logo, initials, and stat badges (replaces old triage bar)
  • CM-matching color palette (#0a0b10 bg, #5b5fc7 accent, #161924 cards)
  • Clean uppercase tab navigation with underline indicator (removed all emojis)
  • Updated card, table, badge, and pill styling to match CM theme
  • Added Playbook tab with full Case Lifecycle and Troubleshooting Guide
  • Fixed Royel dashboard name: Royel Moon → Royel Moon
  • Output filenames now match deploy pipeline directly
v72026-03-26
Case Lifecycle Playbook — Flowchart & Troubleshooting Guide
  • New Playbook tab on all CM dashboards with two sub-views
  • Case Lifecycle: unified 7-phase interactive flowchart (Intake → Settlement/Handoff)
  • Policy-tier time markers at each phase — $25K/45 days, $50K/90 days, $100K+/120 days
  • Interactive decision nodes with YES/NO troubleshooting branches
  • Troubleshooting Guide: 10 master categories with ~120+ expandable scenarios
  • Categories: Intake, Liability, Treatment, Records/Bills, Client, Demand, Negotiation, Litigation, Settlement, Internal/Compliance
  • Category filter chips — click to isolate a single category
  • State-specific content: police report retrieval (GA/TX/LA/IL/NC), SOL, comparative fault, ante litem deadlines
  • Malpractice-risk scenarios flagged with red ESCALATE markers
v6.12026-03-26
Intake Tracker — By Office & Intaker
  • New Intakes tab on index dashboard (JR request)
  • Intake summary cards — total intakes, this month, and per-office breakdown
  • Monthly intake trend table by office location (6-month view)
  • Intaker breakdown table — all-time and current month counts with % bar
  • Data sourced from domo_case_data.csv (Intake Office Location, Person Performing Intake, Date of Intake)
v62026-03-26
Phase-Aware Delta Score & Paralegal Designation
  • Delta score now only measures CM-owned cases (Lead through Demand Sent)
  • Cases past Demand Sent designated as Paralegal Team — excluded from CM scoring
  • Revenue pillar no longer penalizes for missing bills on cases still in active treatment
  • Bills only expected from Treatment Complete onward
  • Added Demand Sent as recognized pipeline phase
  • Pipeline breakdown shows CM vs Paralegal ownership badges per stage
  • Hero cards updated to reflect phase-aware denominators
  • Explainer panels updated with new scoring logic
v62026-03-26
Scrollable Sections & UI Fixes
  • Replaced broken expand buttons with scrollable containers in ownership queues
  • P2 priority queue now scrollable instead of truncated
  • Fake progress table now scrollable — all cases visible
  • Removed all non-functional +N more text elements
v52026-03-25
Overview Rebuild & Priority Actions Tab
  • Added Delta hero cards to Overview matching index dashboard style
  • Added 45/90/120 day case age tracker with JR mandate labels
  • Added CM reduction performance section with provider tier breakdown
  • Added case pipeline breakdown by phase with staged view
  • Added phase bottleneck analysis table with risk levels
  • New Priority Actions tab — auto-generated mandates from case data
  • Commitment tracking system (per-CM JSON files in commitments/ folder)
  • 5 collapsible explainer panels with contextual guidance per section
v42026-03-25
Topbar Restyle & Assigned Filter
  • Replaced cluttered emoji triage bar with clean topbar matching index style
  • CM name and initials displayed in top-left
  • Removed all emojis from tab navigation
  • Refined assigned filter — now CM-specific (assigned TO, authored BY, leadership tasks for CM cases)
  • Confirmed KPI stats are properly filtered per CM
v32026-03-24
CM Dashboard Generator — Initial Build
  • 9 datasets loaded from Domo CSVs (Grand Dataset, To-Do Feed, Follow-Up, Risk, Reduction, Scorecard, Provider Status, Notes, Tasks)
  • Enhanced priority scoring system (0-200) with SOL, Critical Health, SLA, Over-Policy factors
  • Today tab with priority queue, ownership routing, and impact calculator
  • Notes & Tasks tab with per-case expandable cards and activity timeline
  • Data Cleanup tab with fake progress categorization and filter chips
  • Critical Risk, Revenue/Bills, Phase Load, and Escalations tabs
  • Delta score formula: Revenue(40%) + Health(30%) + Time(30%)
  • 5 CM dashboards generated: Cyarra, Alexis, Princess, Hewitt, Allanah
v22026-03-22
Index Dashboard & Delta Score Launch
  • Firm-wide Delta Score dashboard with 4 hero cards
  • Leadership dashboards for Cyarra, Royel Moon, Royel Moon
  • CM Scorecard cards with individual Delta scores and case counts
  • Marketing section with events calendar and provider mixer strategy
  • JR's Directives section with 45-Day Payday and 90-Day Quick Turn mandates
  • Ashton, Cyarra, and Royel tracking sections with commitment items
  • Deployed to Cloudflare Pages via GitHub
JR Law Group Operations Hub · March 27, 2026 at 8:18 AM · Ashton Rongabriel, National Head of Operations