JR Law Group — Operations Hub

Month	Total	Atlanta, GA	Houston, TX
Mar 2026	47	42	5
Feb 2026	34	29	5
Jan 2026	31	25	6
Dec 2025	25	24	1
Nov 2025	24	20	4
Oct 2025	31	28	3

Intaker	All-Time	This Month	%
Cyarra Walters	414	29	76.4%
Princess Robinson	26	4	4.8%
Operations	23	2	4.2%
Hewitt Mesfin	18	6	3.3%
Royel Moon	14	5	2.6%
Alexis Gorman	10	1	1.8%
Allanah Spirit	6	0	1.1%

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

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 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

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 Aguilar, 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

Operations Hub

The Delta — Firm Health Score