Drew
AGENT
10:41 AM
Here's your portfolio snapshot, Sarah. Yes, there are things that need action today.
Client Portfolio · Document Analysis
3
Risk changes since last check
⚠ Urgent — Renewals expiring this week
Harmon & Aldridge and CrossFin Corp renewals lapse Friday. Neither has responded to the last two outreach attempts. If not escalated today, both engagements are at risk of lapse.
⚑ Flagged — Needs senior review
Meridian Industries — their latest filing shows a potential violation of agreed contract terms. Work is paused until a senior team member reviews and clears it. ClearPath Tech — recent work has gone beyond what their contract covers; 4 items need to be reconciled. Both accounts are on hold until a senior sign-off is received.
↑ Risk changes
TannerGroup moved low → medium risk (payment delay + new litigation filing). Two others shifted to watch status — monitoring.
Recommend escalating Harmon & CrossFin renewals now. Draft outreach for both?