Petrelli Previtera | Monthly Billing Reports Jun 2026: 3rd month this year over $1.5M

Built from 23 monthly billing report emails, May 2024 through June 2026. Missing report months: Jan 2025, Feb 2025, Jun 2025. Record billed month: Mar 2026 at $1,715,803.

Total Billed Trend

PFA % (goal 65%) and Trust Draw

Average Invoice

Attorneys Exceeding 65% PFA Goal (tracked since Sep 2025)

Per-State Signals (from report commentary)

CO: consistently the highest average invoice ($2,414 Q4 2024 avg; $3,127 in Jan 2026, $479 above its 16-month average).

MD: second highest average invoice ($2,213 in Q4 2024); swingy month to month (+35% Sep 2025, -14% Oct 2025).

GA: lowest average invoice ($1,055 in Q4 2024) and highest share of invoices under $500 (46.4%), but most consistent state on volume; big +43.4% avg invoice pop in Oct 2025.

PA: the volume engine; its avg invoice moves tend to drive the firmwide number (July 2025 firm increase driven by PA +$92).

NJ: steadiest avg invoice; only state to increase in May 2025.

Jun 2026: every state's average invoice came in above its own long-run average, the broadest-based month on record.

Leading Metrics: what moves before Total Billed

#1 Leading Signal
Billing momentum itself

Last month's billed total is the single best predictor of this month's. The trend persists: strong months cluster (Mar to Apr 2026, Sep to Oct 2025) and soft months cluster. Plan capacity off the 3-month trend, not off any single month.

#2 Leading Signal
Trust Draw dollars (not PFA %)

The dollars pulled from trust this month lead next month's billed total. Cash actually collected funds the work that gets billed next. The PFA percentage, by contrast, has essentially zero predictive power on next-month billed. Watch the dollars, not the ratio.

#3 Signal (coincident, mean-reverting)
Average Invoice

Avg invoice moves with billed in the same month, so it is a great same-month health check, but it does not lead. In fact, a jump in avg invoice tends to partially give back the following month (Oct 2025 $2,022 then Nov $1,733; Mar 2026 $1,972 then Apr $1,784). Do not extrapolate a spike.

Lag correlations vs Total Billed (Pearson r, computed from this dataset)

Metric in month NSame month (lag 0)Billed N+1 (lag 1)Billed N+2 (lag 2)Read

Note: with roughly 13 to 19 usable month pairs, treat |r| above 0.5 as meaningful and anything under 0.3 as noise. PFA % lag-1 r is near zero: PFA is a collections health metric, not a billing forecaster.

Month over Month and Year over Year

MonthBilledMoMYoYPFA %MoM ptsTrust DrawAvg InvoiceMoMAtty ≥65%

Data Notes