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Data Driven Business Development for Legal Professionals: Turning Insights into Action

Turn your firm’s existing data into revenue. Read client signals early, spot white-space opportunities, deploy free AI tools, and build a weekly system that drives measurable growth.

2026-07-31 13:00:00

Program Details

2026-07-31 13:00:00

2026-07-31 13:00:00

2h CLE Credits

Program Details

2026-07-31 13:00:00

Program Details

2026-07-31 13:00:00

Over 1,000+ webinars

2026-07-31 13:00:00

Course Overview

The Data Is Already Inside Your Firm

2026-07-31 13:00:00

Law firms collect more marketing and practice data than ever — website traffic, lead volume, matter history, billing cadence, referral patterns — yet the gap between collection and action is where growth stalls. Rising marketing costs, intensifying competition, and the expansion of private equity-backed and professionally managed legal service organizations into volume-based practice areas reward firms that read signals early and punish those running on fragmented reporting or intuition.

Any attorney with a book of business is already exposed: dormant clients, single-practice-area relationships, and declining matter volume signal revenue walking out the door to competitors who notice first.

This program connects marketing activity to retained-case outcomes, exposes how inconsistent intake distorts reporting, and hands attendees a working toolkit — the four data signals, referral-source mapping, a five-column tracking system, and free AI tools including ChatGPT, Perplexity, Claude, and Google Alerts. You leave able to audit your own book, spot at-risk and white-space opportunities, and act before the gap closes.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Marketing outcomes
Connect impressions, clicks, and leads to qualified consultations and retained clients for better decisions.
02
Intake performance
Inconsistent intake and source tracking distort reporting and obscure which marketing efforts produce results.
03
Data signals
Watch matter volume, matter type diversity, billing pattern changes, and recency of meaningful contact.
04
Referral mapping
Identify where your best clients came from and who else is in those networks.
05
AI tools
Use ChatGPT, Perplexity, Claude, Google Alerts, and Harvey for prep, research, and outreach.
06
Existing growth
Expand within current clients and target prospects matching your three best clients’ profile.

Program schedule

clock 1:00 pm - 2:00 pm EST

Building a Data-Driven Law Firm: What Drives Growth and Revenue

Explores how law firms can connect marketing activity to business outcomes, evaluate the role of intake in marketing performance, and use intake and revenue data to improve decisions, while building practical performance tracking systems for disciplined, data-driven law firm growth.

Rafi ArbelRafi Arbel
clock 2:10 pm - 3:10 pm EST

From Data to Relationships

Explores how attorneys can move beyond data collection to meaningful action in business development, using portfolio-style thinking to manage client relationships, reading internal firm data as a relationship map, and applying AI as a practical supporting tool to identify opportunities, strengthen engagement, and build consistent growth habits.

Jason KennedyJason Kennedy
Jason Kennedy

Jason Kennedy

Choate Frazier

Rafi Arbel

Rafi Arbel

Market JD

Jason Kennedy

Jason Kennedy

Choate Frazier

Jason Kennedy is the CEO of Choate Frazier: an advisory firm bridging the gap between marketing, data, and technology in the professional services industry. During his decade+ in professional services – including as an Am Law 100 Director of Marketing Ops and boutique accounting firm CMO – Jason has worked across marketing operations, technology and data, and has led firmwide initiatives exploring how data and technology can enhance marketing performance, business intelligence, and client engagement.

Education & Credentials

Jason earned his Bachelors of Science degree in Marketing Management from the University of Memphis as well as an MBA and Masters of Science in Marketing Analytics from the University of Alabama.

Recognition & Leadership

Jason is recognized as a leading voice in the professional services industry on marketing data, analytics, and technology. As CEO of Choate Frazier, he advises firms on building and optimizing marketing operations and revenue operations capabilities. He is also a recurring speaker and writer for the Legal Marketing Association (LMA) and the International Legal Technology Association (ILTA), where he shares insights on marketing technology, analytics, and business intelligence.

Professional Involvement

Jason is actively involved in the professional services marketing community through his speaking and writing for organizations including the Legal Marketing Association and the International Legal Technology Association. His work focuses on advancing the use of marketing technology, analytics, and data-driven decision-making within law firms, accounting firms, and other professional services organizations.

Experience

Jason's work includes marketing leadership roles in accounting, legal and consulting - including time as Director of Marketing Operations at an Am Law 100 firm, and the lead consultant on a variety of marketing tech and data initiatives across BigLaw.
Rafi Arbel

Rafi Arbel

Market JD

Rafi Arbel is the President and Founder of Market JD, Inc., a Chicago-based digital marketing agency serving law firms nationwide. A former litigator who previously ran his own practice, he leverages firsthand legal industry experience to help small and mid-sized law firms strengthen their online presence and expand their client base. With more than 20 years of experience in law firm marketing, he focuses on SEO, website development, pay-per-click (PPC) advertising, and broader digital marketing strategies tailored specifically for attorneys.

Education & Credentials

Rafi Arbel’s professional background is rooted in his experience as a former practicing litigator who operated his own law firm before transitioning into legal marketing. This hands-on legal experience informs his approach to helping attorneys develop effective client acquisition and digital growth strategies.

Recognition & Leadership

Rafi is recognized as a leader in law firm marketing, particularly for his work helping attorneys build and optimize digital client acquisition strategies. Through Market JD, Inc., he has developed a reputation for delivering tailored, attorney-focused marketing services that emphasize practical results, personalized strategy, and industry-specific insight.

Professional Involvement

Rafi is actively engaged in developing and implementing integrated digital marketing strategies for law firms. His work includes combining SEO, AI visibility, website design, PPC advertising, social media, and analytics into cohesive strategies designed specifically for attorneys. He also utilizes proprietary analytics tools to help clients track performance and understand which marketing efforts drive results.

Experience

Rafi has over 20 years of experience in law firm marketing, including SEO, website development, PPC advertising, and digital strategy. Prior to founding Market JD, Inc., he practiced as a litigator and managed his own law firm, an experience that directly shaped his understanding of law firm operations and client acquisition. He now applies that experience to helping law firms navigate competitive online marketplaces and grow their practices through data-driven marketing strategies.
Jason Kennedy

Jason Kennedy

Choate Frazier

Jason Kennedy is the CEO of Choate Frazier: an advisory firm bridging the gap between marketing, data, and technology in the professional services industry. During his decade+ in professional services – including as an Am Law 100 Director of Marketing Ops and boutique accounting firm CMO – Jason has worked across marketing operations, technology and data, and has led firmwide initiatives exploring how data and technology can enhance marketing performance, business intelligence, and client engagement.

Education & Credentials

Jason earned his Bachelors of Science degree in Marketing Management from the University of Memphis as well as an MBA and Masters of Science in Marketing Analytics from the University of Alabama.

Recognition & Leadership

Jason is recognized as a leading voice in the professional services industry on marketing data, analytics, and technology. As CEO of Choate Frazier, he advises firms on building and optimizing marketing operations and revenue operations capabilities. He is also a recurring speaker and writer for the Legal Marketing Association (LMA) and the International Legal Technology Association (ILTA), where he shares insights on marketing technology, analytics, and business intelligence.

Professional Involvement

Jason is actively involved in the professional services marketing community through his speaking and writing for organizations including the Legal Marketing Association and the International Legal Technology Association. His work focuses on advancing the use of marketing technology, analytics, and data-driven decision-making within law firms, accounting firms, and other professional services organizations.

Experience

Jason's work includes marketing leadership roles in accounting, legal and consulting - including time as Director of Marketing Operations at an Am Law 100 firm, and the lead consultant on a variety of marketing tech and data initiatives across BigLaw.
Rafi Arbel

Rafi Arbel

Market JD

Rafi Arbel is the President and Founder of Market JD, Inc., a Chicago-based digital marketing agency serving law firms nationwide. A former litigator who previously ran his own practice, he leverages firsthand legal industry experience to help small and mid-sized law firms strengthen their online presence and expand their client base. With more than 20 years of experience in law firm marketing, he focuses on SEO, website development, pay-per-click (PPC) advertising, and broader digital marketing strategies tailored specifically for attorneys.

Education & Credentials

Rafi Arbel’s professional background is rooted in his experience as a former practicing litigator who operated his own law firm before transitioning into legal marketing. This hands-on legal experience informs his approach to helping attorneys develop effective client acquisition and digital growth strategies.

Recognition & Leadership

Rafi is recognized as a leader in law firm marketing, particularly for his work helping attorneys build and optimize digital client acquisition strategies. Through Market JD, Inc., he has developed a reputation for delivering tailored, attorney-focused marketing services that emphasize practical results, personalized strategy, and industry-specific insight.

Professional Involvement

Rafi is actively engaged in developing and implementing integrated digital marketing strategies for law firms. His work includes combining SEO, AI visibility, website design, PPC advertising, social media, and analytics into cohesive strategies designed specifically for attorneys. He also utilizes proprietary analytics tools to help clients track performance and understand which marketing efforts drive results.

Experience

Rafi has over 20 years of experience in law firm marketing, including SEO, website development, PPC advertising, and digital strategy. Prior to founding Market JD, Inc., he practiced as a litigator and managed his own law firm, an experience that directly shaped his understanding of law firm operations and client acquisition. He now applies that experience to helping law firms navigate competitive online marketplaces and grow their practices through data-driven marketing strategies.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.0
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.4
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

Upcoming Live Online CLE Broadcasts

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Approved
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Pending
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Approved
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Pending
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Approved
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Pending
Oregon
Pending
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Pending
Wyoming
Pending

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs