Rice Tong Client expectations are evolving, and law firms that harness data-driven insights will stay ahead of the competition. Effective client reporting isn’t just about numbers – it’s about extracting and delivering actionable insights to strengthen stakeholder relationships, enhance service delivery, and drive long-term business growth.
With Legatics, law firms gain access to powerful data insights, enabling them to track key trends, measure adoption, and refine their strategies. By using these insights effectively, firms can optimize operations, allocate resources strategically, and build lasting client relationships that drive profitability.
In this blog, we’ll explore how Legatics’ data insights help you win, retain, and serve clients better, and stay competitive in the market.
1. Identify and attract high-value clients
Not all clients deliver the same value. Identifying those that contribute most to your firm’s growth allows you to double down on what works. With Legatics, firms can generate reports that surface recurring clients and the types of matters they’re consistently involved in.
These insights help prioritize which clients to deepen relationships with and inform strategic business development efforts to attract more of the right opportunities.
2. Strengthen client relationships with real-time insights
Clients expect proactive service and transparency. Firms that deliver regular, insight-led updates become trusted advisors.
Legatics enables teams to surface and share key transaction data in real time, helping lawyers deliver meaningful updates and offer well-timed strategic guidance. This builds trust, enhances satisfaction, and positions your firm as a long-term partner.
3. Enhance internal efficiency with seamless reporting
Manual reporting can be slow and error-prone. Legatics enables firms to easily export clean, structured data that can be uploaded into tools like PowerBI or Excel for further analysis and reporting. This streamlined data access reduces the time and effort required to prepare reports, drives adoption, and supports better collaboration across teams.
With quicker access to accurate, up-to-date information, firms can make faster decisions, align more effectively, and deliver stronger results at every stage of the transaction.
4. Deliver more value with proactive client tracking
Tracking client engagement across matters helps identify risks, spot opportunities, and ensure no detail falls through the cracks.
Legatics’ dashboards give firms a clear, real-time view of what matters most – deadlines, responsibilities, and progress – enabling lawyers to anticipate needs, act quickly, and consistently exceed expectations.
5. Stay competitive with next-level admin capabilities
As innovation teams are increasingly judged by their ability to show client impact, having clear, data-driven visibility is key. Smarter reporting helps firms adapt faster, tailor their approach to client needs, and improve service quality at scale.
Data is a lever for action. The better you understand client engagement and internal performance, the more value you can deliver compared to your competitors in the market.
Company Management: Track & report on client involvement with ease
In many law firms, innovation teams are responsible for providing client-specific reporting to demonstrate adoption and growth. However, tracking company-specific user activity has been a challenge – until now.
In our latest release, we have introduced the new Company Management feature, that gives you deeper insights into who is involved in your matters and the roles they play in them. To start, you’ll be able to assign email domains to a company you create. Once you do, we’ll automatically tell you how many users from that company have access to your matters, and how many matters they have access to.
With this data included in reports, firms can now easily answer key questions such as:
This enhancement simplifies client tracking and reporting while providing valuable strategic insights to help firms win more business. As we continue to expand Company Management capabilities, firms can expect even more robust client engagement tracking in the future.
Elevate your firm’s reporting with Legatics
In a data-driven legal world, smarter reporting is a must. Firms that harness meaningful insights build stronger client relationships, operate more efficiently, and position themselves to win.
Want to see it in action? Book a demo today!
