Intake & Engagement
Summarizes a completed intake form and drafts the engagement letter from the approved template for a lawyer to review
Stays out: Conflict check results, privileged case strategy
LAW FIRMS
Get Your Law Firms Data AI‑Ready
The Law Firm Pack is how Small Biz Data works with small law firms. It leans hardest on an AI-use policy and tool approval, because client confidentiality decides what a firm can put into any AI tool.
Who It's For
Roughly 2–30 lawyers in practices such as estate planning, family, business, real estate, personal injury and employment. Their data sits across a practice management system, document storage, intake forms, e-signature and the books.
What We Measure
Billable Hours per Lawyer
Hours recorded to client matters each month, per lawyer
Where It Comes From: Practice management time entries
Realization Rate
Amount billed as a % of the standard value of time recorded
Where It Comes From: Practice management billing
Collection Rate
Amount collected as a % of amount billed
Where It Comes From: Practice management and books
Lockup Days
Days of revenue tied up in unbilled time plus unpaid invoices
Where It Comes From: Practice management aging
Unbilled Time Over 30 Days
Recorded time not yet billed after 30 days
Where It Comes From: Practice management
Intake-to-Engagement Days
Days from first contact to signed engagement letter
Where It Comes From: Intake form and e-signature dates
Intake Conversion by Source
Share of inquiries that become signed matters, for each source
Where It Comes From: Intake log or CRM
Revenue per Lawyer
Collected revenue divided by lawyers
Where It Comes From: Books plus staff list
Revenue by Practice Area
Collected revenue for each practice area
Where It Comes From: Practice management
Admin Hours per Lawyer
Weekly hours each lawyer spends on non-billable admin
Where It Comes From: Time entries or a two-week sample
Targets are set from your own history, never from industry averages.
AI Assistants We Set Up
Each assistant is a Claude Project set up on your own Claude Pro account with model training off, and drafts are always reviewed by a person.
Client Updates
Drafts routine matter status updates in the firm's voice for the responsible lawyer to review
Stays out: Unreviewed legal analysis, opposing-party records
Forms & Templates Bank
Finds the right firm form or template and explains when the firm uses it
Stays out: Client files
Billing Narratives (optional)
Tidies time-entry descriptions into clear invoice language before a lawyer approves the bill
Stays out: Privileged details beyond what the invoice already shows
What Stays With You
Small Biz Data organizes and connects the firm's data. It does not give legal or legal-ethics advice. Trust (IOLTA) accounting stays in the firm's own process and is never put into an AI tool, conflict checks stay in the practice management system, and each AI tool is approved under the firm's own professional-responsibility rules before anyone uses it.
How Ready Is Your Business?
Twenty yes-or-no statements written for Law Firms. About five minutes, nothing to sign up for.
Other Industries
- Trades & Home Services
- Construction Contractors
- E-Commerce
- Restaurant Groups
- Real Estate Brokerages
- Property Management
- Financial Planning & Advice Firms
- Insurance Agencies
- Accounting Firms
- Architecture & Engineering
- Marketing & Creative Agencies
- Staffing Agencies
- Higher Education
- Nonprofits
- Veterinary Clinics
- Industrial Equipment Sales
- Small Manufacturers
Ready to Make Your Data Actually Useful?
Book a free 30-minute assessment. We'll walk through your current data situation, spot the highest-leverage fixes, and give you a clear path forward — no commitment.
No commitment · No technical jargon · 30 minutes