AO
Operational Reports

Matter Health Reports

Composite health scoring across every open matter — surface which cases need intervention.

Matters scored
6
Avg health
72
At risk (<60)
1
Healthy (>85)
1
M-2041 Meridian
Composite health score
84
/ 100
Deadlines88
Documents92
Tasks74
Client comms90
Billing96
Risk62
M-2039 Kingston
Composite health score
68
/ 100
Deadlines70
Documents84
Tasks62
Client comms71
Billing82
Risk41
M-2035 Nordic
Composite health score
71
/ 100
Deadlines58
Documents78
Tasks80
Client comms68
Billing74
Risk66
M-2024 Vertex
Composite health score
81
/ 100
Deadlines72
Documents82
Tasks88
Client comms85
Billing88
Risk71
M-2018 Ashborn
Composite health score
64
/ 100
Deadlines52
Documents66
Tasks60
Client comms55
Billing80
Risk72
M-2007 Kestrel
Composite health score
69
/ 100
Deadlines66
Documents88
Tasks72
Client comms76
Billing68
Risk44
Matter Health Reports · Control Panel

Readiness scoring, controls and the current working set.

Matter Health Reports readiness
57/ 100
Portfolio average health
55
Deadline readiness
72
Document readiness
89
Client responsiveness
48
Billing health
65
Composite score across coverage, timeliness and quality controls.
Matter Health Reports performance
Portfolio average health55%
Deadline readiness68%
Document readiness81%
Client responsiveness94%
Billing health49%
Rolling 30-day view against practice-group targets.
Matter Health Reports · Controls & Checks
Matter Health Reports control checklist
55% ready
Preparation
Execution
Assurance
Matter Health Reports · Register
Matter Health Reports register
MatterHealthTrendWeakest dimensionOwnerInterventionNext review
M-2041Meridian Holdings PLCJ. Hollis KC14 Jul14 AugHighOpen
M-2039R. v. KingstonP. Adeyemi17 Jul19 AugCriticalIn progress
M-2035Nordic Shipping ASJ. Hollis KC20 Jul24 AugHighAt risk
M-2029Lagos Bay EstatesM. Chen23 Jul1 AugLowAwaiting review
M-2024Vertex Biotech LtdS. Ravel26 Jul6 AugMediumComplete
M-2018Ashborn Family TrustL. Ibarra1 Jul11 AugLowOpen
M-2011Halcyon PartnersA. Okafor4 Jul16 AugLowIn progress
M-2007Kestrel InsuranceP. Adeyemi7 Jul21 AugHighAt risk
M-1998Blake Industrial GmbHT. Morgan10 Jul26 AugMediumAwaiting review
Matter Health Reports · Schedule & Exposure
Matter Health Reports calendar
July 2026
Mon
Tue
Wed
Thu
Fri
Sat
Sun
1
M-2018 Scored
2
3
4
M-2011 Reviewed
5
6
7
M-2007 Flagged
8
9
10
M-1998 Intervention planned
11
12
13
14
M-2041 Reviewed
15
16
17
M-2039 Flagged
18
19
20
M-2035 Intervention planned
21
22
23
M-2029 Actioned
24
25
26
M-2024 Re-scored
27
28
29
30
31
Matter Health Reports — urgency vs exposure
Escalate
Immediate action
Monitor
Schedule
Urgency →↑ Exposure
Click a bubble to open its matter summary.
Matter Health Reports · Activity
Matter Health Reports activity
  1. 9:15·L. IbarraM-2041
    Reviewed — litigation update recorded
    Matter Health Reports · audit AUD-88505
  2. 10:26·R. FenwickM-2039
    Flagged — corporate update recorded
    Matter Health Reports · audit AUD-88518
  3. 11:37·N. SalimM-2035
    Intervention planned — real estate update recorded
    Matter Health Reports · audit AUD-88531
  4. 12:48·J. Hollis KCM-2029
    Actioned — ip update recorded
    Matter Health Reports · audit AUD-88544
  5. 13:59·S. RavelM-2024
    Re-scored — family update recorded
    Matter Health Reports · audit AUD-88557
  6. 14:00·L. IbarraM-2018
    Scored — litigation update recorded
    Matter Health Reports · audit AUD-88570