Matter Portfolio & Workload Intelligence

Calloway Jennings LLP — As of May 19, 2025

Last sync: 2 min ago

WIP Exposure

$14.2M

+8.4% vs. Q1

Avg Matter Age

67d

+12d MoM

Realization Rate

88.3%

+1.2% QoQ

Active Matters

1,847

+6.3% YTD

Budget Variance

-14.7%

Worsening

Top 5 Client %

42.1%

Moderate risk

Matter Aging Distribution by Practice Group

Partner	Practice	Billed ($)	Collected ($)	Realization %	Write-Offs ($)	Active Matters
M. Chen	PE / M&A	$3,420,000	$3,182,000	93.0%	$238,000	47
R. Patel	Litigation	$2,890,000	$2,633,000	91.1%	$257,000	62
J. Kowalski	Healthcare Reg	$2,145,000	$1,930,000	90.0%	$215,000	38
A. Thompson	IP / Tech	$1,870,000	$1,654,000	88.5%	$216,000	29
S. Martinez	Real Estate	$1,620,000	$1,425,000	87.9%	$195,000	51
D. Foster	Corporate	$2,210,000	$1,934,000	87.5%	$276,000	44
K. Liu	Employment	$1,380,000	$1,193,000	86.5%	$187,000	56
B. Sanders	Tax	$1,540,000	$1,309,000	85.0%	$231,000	33
T. O'Brien	Bankruptcy	$1,120,000	$925,000	82.6%	$195,000	24
E. Washington	Litigation	$1,895,000	$1,541,000	81.3%	$354,000	49
G. Kim	PE / M&A	$2,340,000	$1,848,000	79.0%	$492,000	41
L. Novak	PE / M&A	$2,680,000	$1,988,000	74.2%	$692,000	36

Alert: L. Novak's realization driven by $890K write-off from Crestfield PE fee dispute (Matter #4721-B).

Target: <$12M

Benchmark: 90%

Acceptable: <35%

Matter ID	Client	Type	Lead Partner	Days Open	WIP ($)	Budget Var. %	Status
#4893-A	Hartwell Ind.	M&A	M. Chen	42	$1,240,000	-22.3%	Critical
#4721-B	Crestfield PE	M&A	L. Novak	118	$980,000	-34.1%	Disputed
#4556-C	Medix Health	Regulatory	J. Kowalski	87	$870,000	-11.2%	Watch
#4902-D	Greenstone Cap	Litigation	R. Patel	156	$810,000	-18.7%	Overdue
#4788-E	TechVantage LLC	IP	A. Thompson	64	$720,000	+2.4%	On Track
#4610-F	Riverside Dev	Real Estate	S. Martinez	93	$680,000	-9.8%	Watch
#4845-G	Hartwell Ind.	M&A	G. Kim	38	$640,000	-15.3%	Review
#4512-H	Axion Pharma	Employment	K. Liu	102	$590,000	-8.1%	Active
#4699-J	CapWest Fund	Tax	B. Sanders	71	$550,000	+1.2%	On Track
#4423-K	Unified Tech	Bankruptcy	T. O'Brien	134	$530,000	-28.4%	Critical

Note: Hartwell Industries (6 new matters in week 11) triggered +34% intake velocity spike and $1.8M WIP surge.