Client room · Technology · since 2022
Westgate Medical
Relationship partner: Sofia Lindqvist
Known value
$93K
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
$29K
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
71%
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
96%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 42 days on average.
- Consider:
- Healthy — no action.
Fees by year
Last 12 months $47K, down 26% on the year before. Practices used: Corporate, Regulatory, IP.
Segment: Steady
Stable work, stable payment.
Consider: Maintain: light-touch check-ins, efficiency on billing.
Practices not yet used: Litigation, Employment, Real Estate
People at Westgate Medical
Jamie Kim
General Counsel
102d since contactAvery Patel
Chief Executive Officer
C-suite109d since contactQuinn Patel
Chief Financial Officer
C-suite24d since contactMorgan Patel
Deputy General Counsel
38d since contactParker Chen
Chief Operating Officer
C-suite119d since contact
Next steps
Set an expiry on 2 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.