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Harbor & Vale LLP · Synthetic · Stage 1 · Illustrative

Managing Partner · Firm-wide

Analytics

Protect the firm's client equity

SyntheticStage 1IllustrativeHarbor & Vale LLP · Demo role views, not access controls

Balance concentration, relationship risk and practice coverage before allocating partner time.

  • Which relationships need senior attention?
  • Where is our fee base concentrated?
  • Which practices depend on a narrow client base?

Known value

Illustrative

$18.3M

What this means
Means:
Margin from fees already collected.
Matters:
Shows the relationship track record.
Consider:
Keep it separate from the future model.

Expected value

Stage 1

$11.1M

What this means
Means:
Modeled future margin, not guaranteed revenue.
Matters:
Highlights equity to protect.
Consider:
Prioritize high-value relationships with warning signals.

Top 5 fee concentration

37%

What this means
Means:
Share of recent fees from the largest clients.
Matters:
A narrow fee base makes client loss more consequential.
Consider:
Review coverage of the largest relationships.

Relationship health

Clients with warning signals
29
Expected value exposed · Stage 1
$7.9M
Quiet contacts · beyond 90 days
59
Single-practice clients
16

Priority relationships