Source of Business
type: Class
preferred label: Client Origination
alternative label: Initial Client Acquisition
alternative label: Origin of Business
alternative label: Referral Source
alternative label: Source of Engagement
subclass of: R9kmGZf5FSmFdouXWQ1Nndm
definition: The entity or process through which a law firm first acquired a client or a legal engagement. This source may be external, such as referrals from other lawyers, internal firm efforts like marketing, or direct client outreach.
example: A client contacts a law firm after seeing an advertisement or attending a legal seminar sponsored by the firm.
example: A company engages a law firm based on its in-house lawyer’s recommendation.
example: A law firm is referred a new client by an external lawyer.
example: A law firm retains a new client via a former client’s referral.