Predict Client Onboarding Failures Before They Happen
LawOnboardIQ analyzes usage patterns, support ticket velocity, and login frequency to surface accounts at risk of abandonment
$pip install lawonboardiq Flag At-Risk Accounts Early
The model tracks login frequency, support ticket creation, and document upload timestamps. Accounts dropping below threshold scores trigger alerts 3–5 days before typical churn.
```python
from lawonboardiq import Client
client = Client(api_key=os.environ["LOI_API_KEY"])
alerts = client.risks.score_all(
account_ids=client.accounts.list_active(),
thresholds={"login_freq": 0.3, "support_rate": 0.5}
)
for account, score in alerts.by_score():
print(f"{account.id}: {score}")
```Integrate Practice Management APIs
Connect Clio, PracticePanther, MyCase, and Lexicata via OAuth2. Pull login events, support ticket metadata, and file creation logs directly—no manual export required.
```json
GET /v1/events?platform=clio&token=eyJ...
Response:
{
"events": [
{"type": "login", "ts": "2024-01-14T09:23:00Z"},
{"type": "doc_upload", "ts": "2024-01-14T09:31:00Z"},
{"type": "ticket_create", "ts": "2024-01-14T14:05:00Z"}
]
}
```Trigger Interventions via Webhook
Route risk score updates to Slack, email, or CRM systems. Define thresholds per client tier and suppress duplicate alerts within a configurable window.
```yaml
webhooks:
- url: https://hooks.slack.com/services/T.../B...
trigger_on: score_below_40
cooldown_minutes: 240
- url: https://hubspot.com/hook/xyz
trigger_on: score_delta_lt_5_over_72h
```Common Questions
Which practice management platforms does LawOnboardIQ sync with?
Current integration targets are Clio, PracticePanther, MyCase, and Lexicata. Each uses OAuth2 for authentication, and the sync runs on a configurable schedule (default: every 6 hours). Data pulled includes login events, document creation timestamps, and support ticket metadata. Platform support additions follow demand from existing accounts.
How does the model handle client data security?
All data is encrypted at rest (AES-256) and in transit (TLS 1.3). The scoring model runs on isolated compute with no cross-tenant data leakage. You can configure a data retention window (default: 90 days) after which raw event data is purged. SOC 2 Type II audit scheduled for Q3 2024. A DPA is available upon request.
What is the pricing structure for solo consultants?
Tiered by active client accounts monitored: up to 25 accounts at $49/month, 26–100 at $0.80/account/month, and 100+ at $0.60/account/month. All tiers include full API access, webhook configuration, and unlimited alert recipients. Annual billing reduces monthly rate by 20%. No per-seat licensing beyond monitored accounts.
What happens if I need to escalate a flagged client?
Risk scores surface which clients need attention; the intervention strategy is yours to define. The webhook system routes alerts to your existing stack—Slack, HubSpot, email, or custom endpoints. Integration with existing CRM or ticketing tools lets you log outreach attempts and track resolution status without leaving your current workflow.
How quickly can I get LawOnboardIQ running?
OAuth credentials for your target platform take under 10 minutes to generate. Pip install and environment variable setup takes under 5 minutes. First risk scores compute within the first sync cycle (default 6 hours, configurable to run on-demand). Full webhook routing to a Slack channel typically works in under 30 minutes from signup.
Identify your next at-risk client today
Install the SDK, connect a practice management platform, and surface your first risk score within 24 hours of signing up.