Juristat Platform is a powerful tool for finding potential clients or outside counsel, especially when used in conjunction with Business Intelligence. This help article will show you some simple steps to take to find opportunities for your organization, whether you're with a firm or in-house.

Finding Potential Clients

One of the best ways to get the most out of both Platform and Business Intelligence is to use them to figure out what areas your firm files in the most, or where your firm performs well, and what potential clients frequently file in those areas.

To find out where your firm files the most (and who else is filing in those areas), head to Juristat Platform.  You'll see a series of filters on the left side of the screen.  


Step 1: Head to the "Firm" filter and select your firm.

You will see a number next to each firm name, which indicates the total number of applications available for each firm.

Don't see your firm listed? Start typing your firm's name in the search box and select your firm when it appears in the search results.

Apply the filter and the search results will update and only show applications prosecuted by your firm.

Step 2:
Navigate to the "Art Unit" or "USPC" filters.

Once you click the drop down for one of those filters, you will see application counts next to them. Those application counts show the number of applications your firm has prosecuted in each art unit or class.

Choose one of the these filters and select the top few results (or select classes or art units in which your firm wants to grow its practice).

Step 3: Head back to the Firm filter we used in Step 1 and unselect your firm and apply the change.

Step 4: Take a look at the Assignee filter. 

You will notice that the application counts have updated and are now displaying the assignees that file the most in the art units or classes you selected in Step 2.  

You can also search for additional assignees under the Assignee filter. This will give you a list of firms that you can target to get more work in your areas of strength.

Step 5: After identifying some target clients using Steps 1-4, use Juristat's Business Intelligence tool to see how your firm stacks up to your potential clients' current performance.

Opening the reports for both your potential client and your firm in separate tabs or windows allows you to quickly compare performance to see where your firm's strengths can benefit your potential client.

Juristat Tip: Make sure to filter both your firm's report and your potential client's report to the same classes or art units you selected in Steps 1-4.

Finding Outside Counsel

To find the best outside counsel for your company, simply follow the five steps above, but instead of selecting a firm in Step 1, use the assignee filter to select your entity.  

After you unselect your entity in Step 3, you'll see what firms file the most in your selected art units or classes. You can then proceed to Business Intelligence to research each firm's performance and find out what outside counsel preform well in areas your organization files in frequently.

Related Articles: Business Intelligence Tips & Tricks, Getting Started With Juristat Platform

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