Operations Hub

The JR Law Group · Internal Use Only
March 26, 2026
Last updated 11:30 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 Contact Ashton if data appears outdated.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
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
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.
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
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 in the system (client "Straw Hat Luffy" with Operations as CM), but the note presents a realistic hit-and-run scenario with liability complexity that requires strategic evidence development and proper escalation protocols.
Recommended Actions
1File police report supplement immediately — establish official documentation of the surveillance footage discovery before pursuing enhancement, as this creates a paper trail for insurance claim support
2Escalate to JR via email with CC to Cyarra — hit-and-run cases with liability complexity fall under the high-exposure case protocol requiring legal decision-making on evidence strategy
3Engage forensic video specialist after JR approval — video enhancement can be costly and should be pre-approved for budget and strategy alignment before committing resources
4Document all evidence chain of custody — ensure proper Filevine documentation of footage acquisition, business contact info, and any enhancement process for litigation readiness
Risk Flags
Evidence preservation urgency — surveillance footage from businesses typically has limited retention periods, and any delay in securing/enhancing this evidence could result in permanent loss of critical liability proof for the hit-and-run claim.
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
Bandwidth Crisis: Cyarra's caseload reduction from 156 to 93 cases represents positive progress, but her performance metrics remain critically impacted by her triple-hat role (CM + Office Manager + Executive Assistant to JR). With 93 overdue cases, zero on-track performance, and 86.7 weeks average case age, she cannot execute on the 45-Day Payday mandate while handling all reduction requests and medical authorizations firm-wide. Her 55.9% fake progress rate actually outperforms other CMs, indicating she's working cases when bandwidth allows. Immediate action required: Reduce her CM caseload to the 40-60 target range and hire the dedicated Intake Manager to absorb her administrative overflow.
Data Quality Emergency: 40 cases (43% of her book) flagged as "Data Issue" with missing coverage information is creating cascading dashboard false flags and preventing accurate SLA tracking. This represents a $1M+ potential revenue pool where policy limits and settlement targets cannot be determined. Given Cyarra's institutional knowledge and direct JR access, these coverage gaps likely stem from time constraints rather than skill deficits. Recommend immediate 2-week sprint with Ashton to batch-resolve missing policy data, starting with cases over 100 weeks (28 cases) that are bleeding revenue potential daily.
SLA Compliance Failure: Zero cases meeting SLA requirements with 93 overdue cases directly violates the 45-Day Payday directive, but this performance must be contextualized against her operational role managing all provider relationships and reduction negotiations. Her 41 stale activity cases need immediate review to identify which require JR escalation calls (high-policy cases) versus standard CM follow-up. Priority action: Triage her book by policy limits, immediately escalate $250K+ cases per the firm protocol, and reassign state-minimum cases ($25K GA/$30K LA) to other CMs who can execute the 45-day timeline.
Operational Bottleneck Impact: As the exclusive gateway for all reduction requests and medical payment authorizations, Cyarra's case delays create firm-wide settlement disbursement backlog affecting revenue flow. Her 28 cases over 100 weeks likely include completed treatment awaiting provider negotiations she hasn't had bandwidth to execute. This directly impacts the Delta formula (Revenue + Client Happiness) / Time by extending client payment timelines. Recommend establishing reduction request delegation protocol to Alexis Gorman (strongest at provider billing) for cases under $100K, allowing Cyarra to focus on high-value negotiations and complex lien holder situations.
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
Critical Concern: Alexis has the highest fake progress rate firm-wide at 96.7% (119 of 123 cases), representing a fundamental execution breakdown. This means she's initiating tasks but not following through to completion—exactly the "pencil whipping" behavior JR has mandated against. With only 36 of 123 cases on-track for SLA compliance and 77 cases overdue, her cases are stalling revenue generation. Leadership must implement immediate daily task completion audits and consider temporary caseload reduction until actual follow-through improves.
Data Quality Crisis: Alexis has 73 cases (59% of her book) flagged as data issues with missing coverage information, creating a massive blind spot for settlement strategy and policy limit compliance. Without knowing policy limits, she cannot execute the 45-Day Payday mandate for state-minimum cases or properly escalate high-value cases per the $250K+ protocol. This data gap is likely contributing to her fake progress problem—she can't complete tasks effectively when she lacks basic case information. Require immediate coverage verification sprint with Cyarra oversight.
Capacity Mismatch: Despite receiving mass case reassignment from Allanah Spirit, Alexis is still carrying 123 cases—well above the 80-100 standard cap and among the firm's highest caseloads. Her 8 assignment mismatches with Cyarra suggest the reassignment process wasn't completed cleanly, creating confusion over case ownership. Given her current execution problems, her caseload should be reduced to 60-80 cases maximum with clean handoffs to allow focus on completing tasks rather than just initiating them.
Bright Spot: Alexis remains the firm's strongest performer at securing provider reductions and billing write-offs, which directly impacts settlement margins and client satisfaction. Her billing negotiation skills are valuable and should be leveraged through mentoring other CMs. However, this strength is being undermined by her inability to follow through on basic case management tasks—she needs immediate operational support to channel her provider relationship skills into consistent case progression.
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
Primary Concern: Princess Robinson's catastrophic fake progress rate of 98.5% (67 out of 68 cases) represents one of the worst operational compliance failures in firm data. This directly contradicts her stellar reputation in leadership context and suggests either a fundamental misunderstanding of task completion protocols or a data integrity issue. Her 51 overdue cases with only 14 on-track cases indicate systematic workflow breakdowns despite her promotion to Junior Paralegal with leadership responsibilities.
Data Quality Alert: The 14 missing coverage cases (20.6% of her caseload) are likely driving the poor SLA performance and fake progress flags. Without policy limit data, Princess cannot properly sequence treatment escalation or draft appropriate demands per firm protocol. This data gap is preventing her from executing the 45-Day Payday mandate on qualifying state-minimum cases, creating a cascading failure across her entire book.
Leadership Development Crisis: Princess was recently promoted based on being the "highest healthy case rate among all paralegals" and "very organized with only two stale cases," yet current data shows 6 critical cases, 26 high-risk cases, and 1 stale case. This dramatic performance deterioration suggests either the promotion created capacity overload, inadequate training on leadership responsibilities, or she's being measured against different standards than her previous CM role. Her case management fundamentals need immediate remediation before taking on additional leadership duties.
Immediate Action Required: Princess requires emergency intervention within 48 hours given her dual role as Junior Paralegal and leadership council member. Recommend: (1) Cyarra-led case review of all 67 fake progress cases to identify actual completion status, (2) immediate data cleanup sprint for the 14 missing coverage cases, (3) temporary leadership responsibility suspension until CM performance stabilizes above firm minimums, and (4) daily check-ins with Royel Moon to rebuild basic task completion protocols. Her 26.4-week average case age suggests she may benefit from the high-policy escalation protocol given her current capacity constraints.
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
Fake Progress Crisis: Hewitt's 94.6% fake progress rate (53 of 56 cases) represents a severe compliance failure that directly undermines the firm's 45-Day Payday and settlement speed mandates. With only 3 cases showing legitimate activity, this indicates systemic task completion fraud — marking items done without actually completing them. This violates the firm's "No Pencil Whipping" directive and makes accurate performance measurement impossible. Immediate action required: Hewitt needs daily task verification with Royel for the next two weeks, with each completed task requiring documented proof (screenshots, email confirmations, or phone logs) before being marked complete.
SLA Performance Breakdown: Only 13 of 56 cases are on-track for SLA compliance (23%), with 42 cases already overdue and an average case age of 28.6 weeks. This performance directly contradicts JR's settlement speed mandates, particularly the 45-Day Payday requirement for state minimum cases. Given that most cases should be resolved within 90-120 days maximum, a 28.6 week average indicates fundamental workflow failures in the treatment critical path. Hewitt needs immediate retraining on MRI ordering timelines and treatment escalation protocols, with weekly case review meetings until SLA compliance improves to at least 60%.
Data Quality Emergency: 27 cases (48% of caseload) show missing coverage information, which is unacceptable for proper case strategy and settlement planning. Without policy limits data, it's impossible to determine which cases qualify for 45-Day Payday treatment or require high-policy escalation protocols. This data gap suggests Hewitt is not properly setting up insurance claims or extracting policy information during initial adjuster contact. Hewitt must immediately audit all 27 cases to obtain policy declarations, and going forward, no case should advance beyond initial setup without confirmed policy limits documentation in Filevine.
Capacity vs. Performance Issue: Unlike Cyarra's bandwidth problems from wearing three hats, Hewitt's 56-case load is within the firm's 80-100 standard capacity range, making this purely a performance and compliance issue. The combination of high fake progress, poor SLA performance, and missing data suggests either inadequate training or unwillingness to follow established protocols. Recommend placing Hewitt on a 30-day performance improvement plan with specific metrics: reduce fake progress below 25%, achieve 50%+ SLA compliance, and eliminate all missing coverage data. Failure to meet these benchmarks should trigger reassignment of cases to higher-performing CMs.
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
Red Flag Alert: Allanah Spirit shows a catastrophic 100.0% fake progress rate across all 64 cases, meaning every single one of her cases appears active but is missing critical work elements like bills requested, demands drafted, or treatment updates. This is particularly concerning given her previous designation as the "strongest CM performer" with the most on-track cases and fewest stale. The disconnect between her historically solid performance and current 100% fake progress suggests either a systematic workflow breakdown or deliberate task completion shortcuts that violate the firm's "No Pencil Whipping" directive.
Capacity Crisis: With 52 of 64 cases (81%) currently overdue on SLA timelines and only 8 cases on-track, Allanah is failing the firm's core settlement speed mandates. Given that she previously had the "fewest stale" cases, this dramatic reversal indicates she may be overwhelmed by her current 64-case load or struggling with workflow changes. Her average case age of 25.9 weeks puts most cases well into the Red SLA tier (90+ days), directly conflicting with the 45-Day Payday directive for state-minimum cases.
Data Integrity Breakdown: 22 cases (34% of her book) have missing coverage information, which is fundamental for implementing proper settlement strategies and policy limit recognition. This data gap prevents effective case prioritization and could lead to treatment planning errors similar to the previous incident where an adjuster misstated policy limits. The 3 assignment mismatches in Filevine compound this issue by creating confusion over case ownership and accountability.
Immediate Escalation Required: Given Allanah's history as a top performer and current critical metrics, this warrants an immediate case review with Royel and escalation to leadership per firm protocol. Her previous error with the Nadia Hayes/Walden & Adelman incident demonstrated she can "rush" under pressure—the current 100% fake progress rate suggests she may be cutting corners to appear productive while actually stalling case progression. Recommend immediate caseload audit and potential reassignment of high-value cases until performance stabilizes.
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
v7.52026-03-26
Ops Meeting Intelligence — 4 New Dashboard Features
v7.42026-03-26
AI Insights Engine — Ops Intel + CM Scorecards
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