Alder & Finch Legal
Enterprise · Legal · NA · ACC-010
75 Watch
Priority 17
ARR
$210k
contract since 22 Jan 2024
Renewal
22 Jan 2027
in 102 days
Seat utilisation
60%
108 active / 180 seats
Last contact
55d
no call or meeting logged
Why the health score is 75
Usage trend25 / 25
- Active users 101 → 109 (+8%) comparing 04–06 with 08–09
- Sessions −5% over the same period
Seat utilisation9 / 15
- 108 of 180 seats active in 2026-09 (60%)
Engagement recency0 / 15
- No call or meeting on record
- Last touch of any kind: email 55 days ago
Relationship11 / 15
- Active champion: Ava Okafor (Head of Operations)
- Decision maker Elena Reyes (COO) not engaged in 6 months
- 2 active contacts engaged (multi-threaded)
Support20 / 20
- No open tickets
- Avg CSAT last 90 days: 4.5/5 across 2 ticket(s)
Sentiment (NPS)10 / 10
- Latest NPS 10 from Ava Okafor (champion) on 2026-08-19: “Timeline view is excellent.”
Flags
No call or meeting on recordRenews in 102 days with no call or meeting on record
Active users vs seats
Activity timeline
- 29 Aug 2026ticketTCK-0062 opened: normal performance (closed, CSAT 4)
- 19 Aug 2026NPSScored 10: “Timeline view is excellent.”Ava Okafor
- 18 Aug 2026emailShared help-centre articles on reporting dashboards.Ava Okafor · J. Moreau
- 27 Jul 2026ticketTCK-0043 opened: normal performance (closed, CSAT 5)
- 13 Jun 2026ticketTCK-0024 opened: normal how to (closed, CSAT 4)
- 15 May 2026emailSent monthly product update and webinar invite.Gabe Ito · J. Moreau
- 7 May 2026ticketTCK-0017 opened: normal billing (closed, CSAT 4)
- 4 May 2026emailSent monthly product update and webinar invite.Gabe Ito · J. Moreau
Next step
No next step set.
Suggested actions
- No live conversation in ever days. Call Ava Okafor to reset the cadence and book a QBR.
Tasks
| Task | Rule | Priority | Due | |
|---|---|---|---|---|
Check in with Ava Okafor: no contact for 55 days Last logged touch 2026-08-18. | No contact 30+ days | high | 17 Oct 2026 |
Contacts
| Name | Role | |
|---|---|---|
| Ava Okafor Head of Operations | champion | ava.okafor@alderfinchlega.com |
| Elena Reyes COO | decision maker | elena.reyes@alderfinchlega.com |
| Gabe Ito Team Lead | user | gabe.ito@alderfinchlega.com |
| Wes Chen Team Lead | user | wes.chen@alderfinchlega.com |
| Xin Jensen Finance Manager | billing | xin.jensen@alderfinchlega.com |
Support tickets
| Ticket | Opened | Priority | Status | CSAT |
|---|---|---|---|---|
| TCK-0062 performance | 29 Aug 2026 | normal | closed | 4 |
| TCK-0043 performance | 27 Jul 2026 | normal | closed | 5 |
| TCK-0024 how to | 13 Jun 2026 | normal | closed | 4 |
| TCK-0017 billing | 7 May 2026 | normal | closed | 4 |