Client Health

Firm-wide economic and operational health across your client base.

Recompute

Lowest realization

Alvarez Family Trust54%

Marguerite Sokol61%

Harbor Point Realty LLC68%

Slowest to pay

Harbor Point Realty LLC78d

Alvarez Family Trust61d

John Henderson44d

Worst scope creep

Marguerite Sokol$4,120

Alvarez Family Trust$2,880

Northline Dental PC$1,340

Hardest to work with

Not enough ratings yet.

All clients Needs attention Healthy

ClientOverallEcon OpsRealization Days to payWrite-downs Late (client)

Alvarez Family Trust C D B 54% 61 $2,880 2

Harbor Point Realty LLC C C D 68% 78 $980 5

Marguerite Sokol C C D 61% 31 $4,120 3

Kestrel Manufacturing LLC A A B 94% 12 $0 0

Alvarez Family Trust

C scored Aug 13, 2026

Economic— is this client worth it

58 D

Realizationhourly mode · billed vs standard value 54%

Effective marginBilled vs. loaded cost 62

Payment healthAvg days to pay · AR age · failed charges 48

Operational— is this client easy

81 B

ResponsivenessDoc turnaround + days in waiting-on-client 86

Scope disciplineReason-coded write-downs 71

Staff experience2 ratings · 2 raters ★★★☆☆ —

Staff experience stays neutral until enough different people have rated — one bad week from one person can't move a client's grade.

Client health

What the scores measure, and how much each part counts.

Signals

Turn one off and its weight redistributes across the rest.

Economic

RealizationBilled vs. standard value of the work.Owner

Effective marginProfit after the cost of delivery.Owner

Payment healthSpeed of payment and failed charges.Owner

Operational

ResponsivenessHow quickly the client returns documents and replies.

Scope disciplineWork that stays inside the engagement.

Client-caused latenessDeadlines missed while waiting on the client.

Staff experienceHow the team rates working with this client.

Component weights

Weights normalize to 100% per half. Turn a signal off and its weight redistributes.

Economic

Realization45%

Effective margin35%

Payment health20%

Operational

Responsiveness40%

Scope discipline30%

Client-caused lateness30%

Client health

Where the grades fall, and how staff ratings are handled.

Composite weighting

Show a single overall gradeOff by default — keeps the two halves from being averaged away

Bands

A85+ B75+ C65+ D55+ F<55

Staff experience

Minimum distinct ratersScore stays neutral until this many people have rated3

Decay windowOlder events fade linearly to zero weight12m

RetentionEvents are deleted outright at this age24m

Staff can see others' ratingsOff prevents pile-on and anchoring