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Harbor & Vale LLP · Synthetic · Stage 1 · Illustrative

Clients

Client room · Energy · since 2022

Starling Robotics

Relationship partner: Thomas Hale

ClearFees up 42%, paying on time
Client family: Juniper Technology Group →

Known value

Illustrative margin

$196K

What this means
Means:
Margin already earned from this client.
Matters:
It is the relationship's track record.
Consider:
Kept separate from expected value.

Expected value

Stage 1

$446K

What this means
Means:
Modeled future margin if the relationship continues as it is.
Matters:
It is what this relationship is worth from today.
Consider:
Raise it by improving retention or adding a practice.

Retention

Stage 1

95%

What this means
Means:
Likelihood the client sends work next year.
Matters:
Small changes here move expected value a lot.
Consider:
Keep regular senior contact.

Realization

90%

What this means
Means:
Collected as a share of billed.
Matters:
Pays in 53 days on average.
Consider:
Healthy — no action.

Fees by year

2021
2022
2023
2024
2025
2026

Last 12 months $224K, up 42% on the year before. Practices used: Litigation.

Segment: Growth

Fees rising more than 15% year on year.

Consider: Invest: introduce adjacent practices while momentum is high.

Practices not yet used: Corporate, Employment, Real Estate

People at Starling Robotics

  • Reese Kim

    General Counsel

    35d since contact
  • Jamie Garcia

    Chief Executive Officer

    C-suite115d since contact

Next steps

  • Set an expiry on 4 open-ended discounts

    Add reason and expiry to the discount register

Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.