Client Lifecycle & Retention Intelligence

Hargrove & Sutton LLP — 85 attorneys, 1,240 active clients, 7 practice groups

Data as of Dec 15, 2024

Integrated: Clio, Salesforce Legal, HubSpot

Repeat Matter Rate

38.2%

↑ 4.1% vs Q1

Client LTV (24mo)

$47.3K

↑ $6.2K vs '23 cohort

Cross-Practice Rate

22.6%

↑ 2.9% YoY

Intake Conversion

56.8%

↓ 3.2% vs Q1

Matter NPS

↑ 8 pts vs Q1

Avg Client Churn

18.4%

↑ 6.7% (Corporate spike)

Client Lifetime Revenue by Cohort (24-month)

Intake Conversion Rate by Source

Client Churn Rate by Practice Group

Cross-Practice Penetration Heatmap

Litig.

M&A

R.E.

Employ.

Family

Estate

Litigation

—

32%

18%

24%

12%

Corporate M&A

29%

—

41%

22%

19%

11%

Real Estate

21%

38%

—

15%

26%

Employment

27%

19%

14%

—

% of primary practice clients who also engaged secondary practice in last 12 mo

Realization Rate by Client Tier

Matter Completion NPS Trend (Rolling 90-day)

Client Retention Detail by Practice Group

Practice Group	Active Clients	Churn Rate	Repeat Matter %	Avg LTV (24mo)	Status
Corporate M&A	187	42.1%	28.3%	$89,420	Critical — Partner departure
Litigation	342	14.2%	44.1%	$52,180	Healthy
Real Estate	298	11.8%	52.6%	$41,230	Healthy
Employment	156	18.9%	31.2%	$38,670	Monitor
IP	89	16.4%	36.8%	$47,910	Monitor
Family Law	94	22.3%	19.5%	$26,340	Low repeat engagement
Estate Planning	74	9.7%	58.2%	$33,120	Healthy

Time-to-Engagement from Conflict Check (days)

Referral Attribution

Last refresh: Dec 15, 2024 08:42 EST • Next sync: Dec 16, 2024 00:00 EST

Data pipeline: Clio REST API → PostgreSQL → Recharts frontend