At-Risk Tracking

An At-Risk Tracking feature can provide critical insights into client engagement, case health, and resource allocation. This kind of data-driven approach is invaluable for personal injury attorneys who aim to optimize their practice’s efficiency and effectiveness.


  • Client Engagement Metrics: Tracks various indicators to identify which clients are actively engaged and which are disengaged.
  • Touchpoint Identification: Helps identify which clients need more frequent communication or intervention to assist them in their case activities.
  • Client Case Health Metric: Utilizes a proprietary scoring system to quantify the ‘health’ of each client’s case, aiding in resource allocation.
  • Case Value Analytics: Provides insights into the potential high and lower value cases based on client interactions, document submissions, and other analytics.

Problems Solved

  1. Client Prioritization: Knowing which clients are engaged or disengaged allows the firm to prioritize resources and efforts effectively.
  2. Proactive Intervention: Identifying clients who need more ‘touches’ enables the firm to intervene proactively, potentially improving case outcomes.
  3. Resource Optimization: A Client Case Health metric allows the firm to allocate resources more efficiently, focusing on cases that require immediate attention.
  4. Revenue Maximization: By identifying high and lower value cases, the firm can strategically allocate resources to maximize revenue and client satisfaction.
  5. Data-Driven Management: Collecting and analyzing these metrics provides the firm with actionable insights, leading to more informed decision-making.

This At-Risk Tracking feature is a game-changer for personal injury practices. It offers a comprehensive, data-driven overview of client engagement and case health, enabling the firm to make strategic decisions that can improve client satisfaction, optimize resource allocation, and ultimately, increase revenue.