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Grow, Maintain, and At-Risk Clients
Grow, Maintain, and At-Risk Clients

How does Juristat categorize a firm's clients into those with growth opportunities, those at risk, and those the firm can maintain?

Sarah Garber avatar
Written by Sarah Garber
Updated over 2 years ago

On your Prosecution Health Dashboard on Juristat, you'll see your current clients classified into three different categories. Below, we explain what each of these categories means.

The dataset for these categories only includes published utility applications.

Grow clients are those where your firm is performing well, and there is room to increase the number of applications prosecuted for that client. To determine this, Juristat looks at your firm's allowance rate, normalized allowance rate, and average office actions compared to other outside counsel for each client, as well as the percentage of the client's pending application portfolio currently handled by your firm.

Clients in this category meet the following criteria:

  1. The normalized allowance rate is the highest among all firms identified for the assignee (if fewer than 4 firms are being compared) or the highest two (if more than 4 firms are being compared) AND

  2. The firm's average office actions is the lowest among all firms identified for the assignee (if fewer than five firms) or lowest two (if more than 5 firms), AND

  3. The firm handles < 90% of the assignee's pending applications.

Maintain clients are those that your firm works with where your firm is either performing in the middle of the pack compared to the client's other outside counsel or your firm is already handling more than 90% of that client's pending application portfolio.

Clients in this category meet the following criteria:

  1. There are at least 3 firms being compared; AND

  2. The normalized allowance rate is the lowest among all firms identified for the assignee; AND

  3. The average office actions is in the bottom two among all firms identified for the assignee.

At-Risk clients are those whom your firm's performance metrics rank at the bottom of the other outside counsel your client currently uses and/or your firm's share of filed applications has decreased over time. These are clients that are at risk of sending new work to a different firm.

Clients in this category are all remaining clients that do not meet the criteria for either Grow or Maintain.

Related Help Articles: Prosecution Health Scoring

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