The Delta — Firm Health Score
| Case | CM | Phase | Over Policy | Coverage | Billed |
|---|---|---|---|---|---|
| Hewitt Mesfin | Treatment Complete | $240,619 | 0 | $240,619 | |
| Cyarra Walters | Litigation | $175,907 | 200000 | $375,907 | |
| Cyarra Walters | Litigation | $130,275 | 0 | $130,275 | |
| Cyarra Walters | Litigation | $122,863 | 0 | $122,863 | |
| Alexis Gorman | Litigation | $116,780 | 100000 | $216,780 | |
| Hewitt Mesfin | Demand Drafted | $58,982 | 0 | $58,982 | |
| Allanah Spirit | Demand Drafted | $53,256 | 0 | $53,256 | |
| Cyarra Walters | Demand Drafted | $52,599 | 0 | $52,599 | |
| Princess Robinson | Treatment (Injections / PM) | $52,295 | 0 | $52,295 | |
| Princess Robinson | Treatment Complete | $50,171 | 25000 | $75,171 | |
| Cyarra Walters | Demand Drafted | $45,835 | 0 | $45,835 | |
| Princess Robinson | Demand Drafted | $42,841 | 30000 | $72,841 | |
| Cyarra Walters | Litigation | $38,368 | 0 | $38,368 | |
| Cyarra Walters | Treatment (MRI Review) | $34,897 | 25000 | $59,897 | |
| Cyarra Walters | Demand Drafted | $34,630 | 0 | $34,630 | |
| Cyarra Walters | Demand Drafted | $34,509 | 0 | $34,509 | |
| Alexis Gorman | Demand Drafted | $32,127 | 0 | $32,127 | |
| Alexis Gorman | Demand Drafted | $32,102 | 100000 | $132,102 | |
| Alexis Gorman | Demand Drafted | $31,013 | 25000 | $56,013 | |
| Cyarra Walters | Demand Drafted | $30,723 | 0 | $30,723 | |
| 85 more cases not shown | |||||
Leadership Dashboards
These cards link to the two primary leadership views — Cyarra's firm-wide dashboard (all CMs, health trends, SLA compliance, activity flags) and Royel's demand pipeline dashboard (cases approaching demand, stage tracking, negotiation progress).
How to use: Click a card to open the full dashboard. Each one has deep drill-downs, case tables, and AI strategic focus directives specific to that leader's scope.
Note: The metrics shown on these cards are live snapshots from firm data. If numbers look off, check that the CSV exports from Filevine are up to date.
Case Manager Performance Scorecards
Each card shows one CM's Delta score (0-100 composite of Revenue, Health, and SLA), their caseload count, and key flags like fake progress and SLA overdue cases.
Delta components: Revenue (40%) = bills on file where expected · Health (30%) = % of cases in Healthy status · SLA (30%) = % of cases within SLA window. Only CM-owned cases are scored — paralegal-phase cases are excluded.
How to use: Click any CM card to open their full individual dashboard with case tables, AI insights, and accountability metrics. Use the Delta score to quickly identify which CMs need the most support.
Status colors: Critical = Delta below 45 · Watch = 45-64 · Healthy = 65+
Ops Intel — How It Works
Ops Intel connects your team's Filevine notes directly to this dashboard. When a CM or team member needs leadership guidance, strategy input, or wants to flag an issue, they add a note on the case in Filevine with an #ops-* tag. The next time dashboards refresh, the note appears here with full case context pulled automatically from firm data.
Available tags: #ops-strategy (needs strategic direction) · #ops-escalation (urgent escalation) · #ops-flag (general flag for review) · #ops-billing (billing concern) · #ops-status (status update)
How to tag a note: In Filevine, create a note on the case project. In the Tags field, type the tag exactly (e.g. #ops-strategy). Describe what you need — the dashboard automatically attaches case details (phase, coverage, billing, health, CM assignment).
Since last meeting: The badge counts notes created since the last ops meeting date, so you can quickly see what's new and needs discussion.
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.
Accountability Tracker
This section tracks 20+ operational metrics against a pinned baseline date (March 24, 2026). Every number shows the current value vs. baseline with a delta arrow showing whether the metric improved or declined.
What's tracked: Active cases · Critical/High Risk/Healthy counts · Fake progress cases · SLA overdue · Missing coverage · Bills on file · Average case age · Demand pipeline counts · and more.
How to use: Green arrows = improvement since baseline. Red arrows = regression. Use this to track week-over-week progress across the firm — are we getting healthier or sliding backward?
Baseline pins: The baseline date is pinned to a specific data snapshot. When you want to reset (e.g. after a major push or ops meeting), Ashton updates the baseline in the system to create a new accountability starting point.
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.
Advances
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/ Eligible
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Advances
/ Needed
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/ Needed
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Provider Scorecard — Reduction Performance
What this measures: The percentage of total billed amounts that have been reduced through write-offs or negotiated reductions with medical providers. The firm target is 70% reduction rate.
Top Reduction Partners = providers consistently giving us the best reductions. Low Reduction / Needs Negotiation = providers where we're paying too much — these are the biggest opportunities to save money for clients.
How to use: Flag low-reduction providers to Cyarra or Operations for negotiation. When a provider consistently bills high with low reductions, escalate for a reduction request or relationship conversation. Track providers with 3+ cases for meaningful data.
CMs: Your role is to get bills requested early and often. You can't reduce what you don't have. Get bills from providers as soon as treatment completes. Actual negotiations, write-off approvals, and lien resolution are handled by leadership.
Intake Tracker
Tracks new client intakes by office location and by the person who completed the intake. Shows all-time totals, current month performance, and monthly trends broken down by office.
Why it matters: Intake volume directly drives caseload growth. Monitoring intakes by office helps identify which markets are producing and which need marketing attention. Per-intaker breakdown shows workload distribution and individual performance.
How to use: Compare monthly trends to spot growth or decline by office. Use the per-intaker table to make sure intake work is evenly distributed. If an office's intakes are dropping, flag it to Marketing (Tawana) for a campaign push.
New markets: Watch new market intakes closely — Chicago (launched April 2026) and Charlotte (July 2026) should show ramp-up patterns. Flat or declining numbers mean marketing or referral sources need attention.
| Month | Total | Atlanta, GA | Houston, TX | New Orleans, LA | Chicago, IL | Charlotte, NC |
|---|---|---|---|---|---|---|
| Mar 2026 | 47 | 42 | 5 | 0 | 0 | 0 |
| Feb 2026 | 34 | 29 | 5 | 0 | 0 | 0 |
| Jan 2026 | 31 | 25 | 6 | 0 | 0 | 0 |
| Dec 2025 | 25 | 24 | 1 | 0 | 0 | 0 |
| Nov 2025 | 24 | 20 | 4 | 0 | 0 | 0 |
| Oct 2025 | 31 | 28 | 3 | 0 | 0 | 0 |
| Intaker | All-Time | This Month | % |
|---|---|---|---|
| Cyarra Walters | 414 | 29 | |
| Princess Robinson | 26 | 4 | |
| Operations | 23 | 2 | |
| Hewitt Mesfin | 18 | 6 | |
| Royel Moon | 14 | 5 | |
| Alexis Gorman | 10 | 1 | |
| Allanah Spirit | 6 | 0 |
MRI Completion Tracker
Measures days from client intake to treatment start. The goal is to get every new client into treatment as quickly as possible — ideally within 7 days of intake. Delays here slow down the entire case lifecycle and push back the 45-Day Payday and 90-Day Quick Turn targets.
Longest Time to Treatment Start: The table shows the 20 worst cases by days-to-treatment. These are cases where clients waited the longest to begin treatment after signing up.
Cases Missing Treatment Start: Cases in early phases (Retained, Treatment, Pre-Lit) that still have no treatment start date recorded in Filevine. These are the real concerns — either treatment hasn't started or the date wasn't entered.
How to use: CMs should check their cases in the missing treatment start table daily. Enter treatment start dates as soon as the client begins treatment. If a client hasn't started treatment after 7 days, call the provider and the client to schedule.
Impact on Delta: Cases without treatment start dates can't progress through the pipeline cleanly and drag down Health and SLA scores.
| Case | CM | Phase | Intake | Tx Start | Days | Status |
|---|---|---|---|---|---|---|
| Cyarra Walters | Litigation | 07/26 | 10/27 | 457d | 🔴 | |
| Hewitt Mesfin | Treatment (Evaluations) | 12/27 | 12/22 | 359d | 🔴 | |
| Cyarra Walters | Litigation | 10/03 | 09/03 | 335d | 🔴 | |
| Princess Robinson | Treatment (Evaluations) | 09/08 | 03/03 | 175d | 🔴 | |
| Cyarra Walters | Demand Drafted | 08/23 | 01/27 | 156d | 🔴 | |
| Alexis Gorman | Liability Negotiation | 06/23 | 10/07 | 105d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 07/16 | 10/23 | 98d | 🔴 | |
| Alexis Gorman | Treatment (Evaluations) | 10/21 | 01/27 | 97d | 🔴 | |
| Allanah Spirit | Treatment (Injections / PM) | 10/12 | 01/16 | 95d | 🔴 | |
| Alexis Gorman | Treatment (Injections / PM) | 08/12 | 11/14 | 93d | 🔴 | |
| Hewitt Mesfin | Treatment (Injections / PM) | 06/21 | 09/22 | 92d | 🔴 | |
| Alexis Gorman | Liability Negotiation | 01/27 | 04/22 | 84d | 🔴 | |
| Hewitt Mesfin | Treatment (Injections / PM) | 10/02 | 12/24 | 82d | 🔴 | |
| Allanah Spirit | Treatment (Evaluations) | 12/02 | 02/14 | 73d | 🔴 | |
| Hewitt Mesfin | Demand Drafted | 04/30 | 07/08 | 68d | 🔴 | |
| Allanah Spirit | Demand Drafted | 08/18 | 10/24 | 66d | 🔴 | |
| Alexis Gorman | Demand Drafted | 11/03 | 01/05 | 62d | 🔴 | |
| Allanah Spirit | Demand Drafted | 10/07 | 12/04 | 57d | 🔴 | |
| Princess Robinson | Litigation | 09/02 | 10/27 | 54d | 🔴 | |
| Princess Robinson | Demand Drafted | 09/08 | 10/28 | 49d | 🔴 |
| Case | CM | Phase | Intake Date | Days Since Intake | Flag |
|---|---|---|---|---|---|
| Cyarra Walters | Treatment Complete | 10/23 | 886d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 03/08 | 748d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 03/08 | 748d | 🔴 | |
| Cyarra Walters | Treatment Complete | 04/30 | 695d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 05/09 | 686d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 08/19 | 584d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 08/26 | 577d | 🔴 | |
| Allanah Spirit | Treatment Complete | 10/31 | 512d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 12/03 | 478d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 12/03 | 478d | 🔴 | |
| Cyarra Walters | Treatment (MRI Review) | 12/16 | 466d | 🔴 | |
| Cyarra Walters | Retained (Documents Signed) | 12/27 | 454d | 🔴 | |
| Princess Robinson | Pre-Lit | 02/02 | 418d | 🔴 | |
| Cyarra Walters | Pre-Lit | 02/02 | 417d | 🔴 | |
| Cyarra Walters | Retained (Documents Signed) | 02/24 | 395d | 🔴 | |
| Hewitt Mesfin | Treatment (Evaluations) | 04/15 | 345d | 🔴 | |
| Hewitt Mesfin | Treatment (Evaluations) | 05/05 | 325d | 🔴 | |
| Cyarra Walters | Retained (Documents Signed) | 05/27 | 303d | 🔴 | |
| nan | Lead (Intake) | 06/21 | 279d | 🔴 | |
| nan | Lead (Intake) | 06/21 | 279d | 🔴 | |
| 113 more not shown | |||||
Marketing & Growth
Tracks Tawana Carter's marketing initiatives — active campaigns, planned events, growth goals, and commitments others owe to the marketing team. All data is sourced from commitments.json.
Announcements: Recent marketing updates and news shared with the team. Goals & Initiatives: Active and planned campaigns with status tracking and deadlines. Commitments Owed: Items that other team members promised to marketing — these need follow-up.
How to use: Check active goals for campaign status. If you see a commitment assigned to you in the "Owed" section, make sure it's getting done. Marketing drives intakes — if intake numbers are dropping, check here first to see if campaigns are stalled.
Events: Provider mixers, community events, and new market launches are tracked here. Lead times are critical — most events need 4-6 weeks of prep.
Directives & Commitments
This section tracks standing mandates, meeting commitments, ClickUp tasks, and expectations for JR, Ashton, Cyarra, and Royel. Use the filter buttons above to focus on one person or view all at once.
JR's Mandates: Firm-wide directives from JR (e.g. 45-Day Payday, 90-Day Quick Turn). These are always-on priorities. Commitments: Specific items someone promised to do — tracked with status (Open, In Progress, Done). Expectations: Ongoing performance standards JR has set.
Ashton: Tracks ClickUp tasks from Q2 Ops Action Items + Long-Term Goals, plus meeting commitments. Cyarra & Royel: Directives and active tasks specific to their roles.
How to use: Before each ops meeting, check open commitments to see what's overdue. After meetings, new commitments are added to commitments.json and show up here automatically.
Accountability: If a commitment stays "Open" for more than a week without progress, it needs to be escalated or renegotiated. Don't let items sit — update status or flag blockers.
Dashboard Changelog
Version history for the Operations Hub. Every time new features, fixes, or data improvements are deployed, they're logged here so the team knows what changed and when.
How to use: If something looks different or new on the dashboard, check here first. Major releases get detailed bullet points explaining every change. If you notice a bug or want a feature, tell Ashton — it'll get logged and tracked.
- Desktop: left-hand sidebar navigation replaces top tab bar — collapsible with hamburger toggle
- Mobile (under 900px): horizontal tab bar preserved for space constraints
- Combined 'Leadership' + 'CM Scorecards' into one 'Team Overview' tab
- Combined JR, Ashton, Cyarra, Royel into one 'Directives & Commitments' tab with filter buttons to quickly find each person
- Sidebar organized into groups: Overview, Performance, People — 10 clean nav items instead of 14
- Fixed section headers for Intakes, MRI Tracker, Changelog — now using consistent sec-hdr/sec-title pattern matching Ops Intel
- Ops Intel: flagged note count now displayed as highlighted badge instead of plain text
- Ops Intel: 'since last ops meeting' count badge shows new items since March 24 meeting
- Last ops meeting date auto-detected from Outlook calendar (March 24, 2026)
- Restored section explainer badges — every section now has contextual highlight badges (counts, rates, statuses)
- Badges include: CM count, provider count + avg reduction, intake counts, MRI % within 7 days, mandate count, release count
- Added expandable explainer accordions to all 10 index sections — click 'What is this?' for detailed guidance on what each section does and how to use it effectively
- Explainers cover: Delta scoring, CM scorecards, Ops Intel tagging, accountability tracker, provider reductions, intakes, MRI targets, marketing, directives & commitments, changelog
- Left sidebar navigation rolled out to ALL dashboards — leadership (Cyarra, Royel) and all 5 CM dashboards now use the same collapsible sidebar with SVG icons
- Mobile: horizontal tab bar preserved on all dashboards under 900px — same content, optimized for small screens
- Removed all playful/silly emojis from CM and leadership dashboard UI — replaced with professional text labels and diamond symbols
- Preserved data-matching emojis in CSV comparison logic (required for correct health badge matching)
- 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
- 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
- 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
- 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)
- 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
- 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
- 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
- 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
- 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
- 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)
- 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
- 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
- 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
- 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
- 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
- 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