Operations Hub

The JR Law Group · Internal Use Only
March 26, 2026
Last updated 9:54 PM
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 Contact Ashton if data appears outdated.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
40
Retained
7
Pre-Lit
87
Evals
25
Injections
38
MRI
24
Tx Complete
7
Write Demand
85
Demand Drafted
34
Negotiation
40
Litigation
Open Full Delta Dashboard
Complete firm analytics with all 14 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 from the team
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 29-week-old hit-and-run case has critical evidence (partially obscured surveillance footage) but shows fake progress indicators and overdue SLA status, suggesting investigation has stalled despite $62k in billings.

## Recommended Actions
1. Engage forensic video specialist within 24 hours to enhance surveillance footage for license plate identification - this is the primary path to identifying the at-fault party
2. File police report supplement immediately with current evidence to create official record and potentially trigger additional police investigation resources
3. Schedule case review with JR within 48 hours given HIGH risk tier and liability complexity requiring partner-level strategic direction
4. Audit all case activity from past 8 weeks to identify what constitutes the fake progress and implement corrective action plan

## Risk Flags
- Fake Progress - Case showing activity but no meaningful advancement despite significant billing
- SLA Overdue - Client service commitments not being met
- Stale Case - 29 weeks old with unresolved critical evidence issues
- High Billing Risk - $62k billed on stalled case may trigger client satisfaction issues

Case Manager Performance Scorecards
Cyarra Walters
CRITICAL Zero On-Track Cases
41.2
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
Zero On-Track: All 93 active cases are past SLA. 93 overdue with avg case age of 86.7 weeks. SLA compliance is the biggest lever to improve this Delta score.
Stale Activity: 41 cases show stale activity — accounts for significant portion of firm-wide stale cases. Direct review needed to determine if action is being taken.
View Full Dashboard
Alexis Gorman
CRITICAL Immediate Attention Needed
34.5
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
Data Integrity: 119 of 123 cases (96.7%) flagged Fake Progress — active in Filevine but missing foundational data. Data entry sprint needed to clear flags and reveal true case health.
Missing Coverage: 73 cases (59%) have no coverage data entered. This inflates SLA tier misclassification and masks true case priority.
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Princess Robinson
CRITICAL Immediate Attention Needed
48.4
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
Data Integrity: 67 of 68 cases (98.5%) flagged Fake Progress — active in Filevine but missing foundational data. Data entry sprint needed to clear flags and reveal true case health.
Aging Cases: 1 case over 100 weeks old. Long-running cases need direct review to confirm active management or deprioritize.
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Hewitt Mesfin
WATCH 94.6% Fake Progress Rate
42.5
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 Integrity: 53 of 56 cases (94.6%) flagged Fake Progress — active in Filevine but missing foundational data. Data entry sprint needed to clear flags and reveal true case health.
Missing Coverage: 27 cases (48%) have no coverage data entered. This inflates SLA tier misclassification and masks true case priority.
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Allanah Spirit
WATCH 100.0% Fake Progress Rate
40.0
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
Data Integrity: 64 of 64 cases (100.0%) flagged Fake Progress — active in Filevine but missing foundational data. Data entry sprint needed to clear flags and reveal true case health.
Missing Coverage: 22 cases (34%) have no coverage data entered. This inflates SLA tier misclassification and masks true case priority.
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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%
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
v7.32026-03-26
Ops Intel v1 + Project Cleanup + Navigation
v7.12026-03-26
Leadership Dashboards — Full Visual Overhaul
v72026-03-26
Case Lifecycle Playbook — Flowchart & Troubleshooting Guide
v6.12026-03-26
Intake Tracker — By Office & Intaker
v62026-03-26
Phase-Aware Delta Score & Paralegal Designation
v62026-03-26
Scrollable Sections & UI Fixes
v52026-03-25
Overview Rebuild & Priority Actions Tab
v42026-03-25
Topbar Restyle & Assigned Filter
v32026-03-24
CM Dashboard Generator — Initial Build
v22026-03-22
Index Dashboard & Delta Score Launch
JR Law Group Operations Hub · March 26, 2026 at 9:54 PM · Ashton Rongabriel, National Head of Operations