Client room · Energy · since 2020
Atlas Freight
Relationship partner: Sofia Lindqvist
Known value
Illustrative margin
$72K
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
$263K
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
84%
What this means
- Means:
- Collected as a share of billed.
- Matters:
- Pays in 97 days on average.
- Consider:
- Review write-downs before the next invoice.
Fees by year
2021
2022
2023
2024
2025
2026
Last 12 months $142K, up 102% on the year before. Practices used: Real Estate.
Segment: Growth
Fees rising more than 15% year on year.
Consider: Invest: introduce adjacent practices while momentum is high.
Practices not yet used: Corporate, Litigation, Employment
People at Atlas Freight
Taylor Foster
General Counsel
155d since contactMorgan Ward
Chief Executive Officer
C-suite10d since contactAvery Nguyen
Chief Financial Officer
C-suite29d since contactTaylor Foster
Deputy General Counsel
143d since contact
Next steps
Shift billing cadence for Atlas Freight
Propose monthly billing aligned to their AP cycle
Why this is different. One room per relationship: value, risk, people and what to do next — readable by a partner without any analytics training.