Critical Alert: Alexis's fake progress rate of 96.7% (119 of 123 cases) represents a complete breakdown in case progression accountability. This means virtually her entire caseload appears active in Filevine but lacks substantive advancement on bills collection, demand drafting, or treatment updates. With only 36 cases on-track for SLA compliance out of 123, this violates the firm's core settlement speed mandates. Immediate intervention required: conduct comprehensive case review with Royel to identify the 4 cases showing genuine progress, then implement weekly milestone tracking with hard deadlines for MRI follow-ups, medical records collection, and demand preparation.
Data Quality Crisis: 73 cases (59.3% of her caseload) have missing coverage information, which directly undermines the 45-Day Payday and 90-Day Quick Turn directives. Without policy limits data, Alexis cannot properly tier cases or execute the immediate tender strategy when medical bills exceed limits. Given her strength in provider reductions and billing negotiations, this data gap is preventing her from leveraging her core competency. Action required: dedicate 2-3 days exclusively to insurance carrier outreach for policy declarations on all 73 cases, with Cyarra oversight to ensure proper verification protocols are followed.
Assignment Chaos: 8 assignment mismatches in Filevine indicate incomplete handoff processes, likely contributing to the high fake progress rate as Alexis may be working cases she doesn't officially own or missing cases she does own. This creates accountability gaps and prevents proper case progression tracking. Combined with receiving mass reassignments from Allanah Spirit's reduced caseload, Alexis is operating in administrative limbo. Immediate resolution needed: audit all 8 mismatched assignments with Cyarra, execute clean handoffs with proper Filevine updates, and establish clear ownership accountability.
Capacity vs Performance: Despite the CRITICAL status, Alexis's low stale activity rate (4 cases) and proven provider reduction skills suggest this is primarily a workflow management issue rather than fundamental performance failure. Her 123-case load exceeds the firm's 80-100 standard, and the mass reassignment from Allanah created an unsustainable surge. However, 77 overdue cases cannot continue—recommend immediate caseload reduction to 90 cases maximum and implementation of the lesson learned from her policy limits verification error: always confirm coverage details from written declarations before building treatment plans.