Client intelligence for law firms and their advisors

Uncover which practice areas, referral sources, and client segments drive long-term revenue growth.

Legal-specific cohort analysis

Insights built for law firm economics

Practice Area Cohorts

Segment clients by practice area to see which services drive repeat engagements and which are one-and-done.

Referral Source Analysis

Track client retention and LTV by referral source. Know which referral partners send clients that stick.

Revenue Seasonality

Identify billing patterns across quarters and practice areas. Plan staffing and marketing around predictable cycles.

Client Retention Tracking

See which client cohorts return for additional services and which disengage after their initial matter closes.

Example insights from legal firm data

Estate Planning → Tax clients

42% of estate planning clients engage for tax services within 12 months

Referral retention rate

Clients from CPA referrals have 3.2x higher lifetime value than web leads

Seasonal revenue gap

Q1 billing drops 28% — target business formation campaigns in Jan-Feb

See what your clients' data reveals

Get a personalized demo with sample legal industry data.