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Ventura · Clients

Client portfolio health

Engagements, WIP, billings, recovery, and next actions.

active clients
Open engagements
total on file
Unbilled WIP
engagements with WIP
A / R
outstanding
Recovery
vs 85% target
At-risk files
needs attention
Priority Client Files 0
Client Partner Active work Health WIP Recovery Next action
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Ventura Clients v1 · file-health command center · manual data entry Back to Tasks