Source and case reporting
Bring spend, inquiries, calls and case stages into a consistent view. See what is known, estimated or still missing.
Intelligence that serves the firm
See the whole journey.
Improve the right part.
Connect marketing to intake and case outcomes. Build reporting and workflows that tell the team what needs attention next.
Make the first impression count
Be remembered before the search begins.
Connect a distinctive creative idea to the media plan. Evaluate reach, repeated exposure, attention and brand response alongside the inquiries that follow.
What we examine
- Creative recognition
- Reach and frequency
- Search and inquiry trends
Configured to your firm
Turn information
into something useful.
Custom workflows and reporting.
Connected to your existing tools.
Intake assistance
Surface missed calls and stalled next steps. Route work to the right person with a clear owner and response plan.
Call review and coaching
Use approved AI to summarize conversations and identify handoff problems and training opportunities, with human review.
Creative development
Research messages, plan concepts and produce variations in the firm's visual language. Connect tests to case quality.
Workflow connections
Connect the CRM, phones, scheduling and case systems. Reduce duplicate entry and keep the next action visible.
Testing and budget decisions
Separate early indicators from outcomes. Use mature cohorts and controlled tests where feasible to assess the economics.
Careful data boundaries
Better measurement.
Private case information.
Case details do not belong in an ad platform simply because a reporting tool can send them there.
- Keep sensitive intake and case information in controlled firm systems.
- Review what each platform is allowed to receive.
- Account for consent, recording, confidentiality and retention.
- Use aggregate reporting when individual event sharing is inappropriate.
- Keep legal advice, case acceptance and sensitive decisions under human control.
Try the planning math
Every stage affects
the cost of a case.
Interactive planning example
The same ad spend.
A different outcome.
Adjust the inputs to see how intake affects acquisition cost.
Your illustrative monthly model
Expected signed cases20
Media cost per signed case$1,000
100 inquiries × 80% contacted × 50% qualified × 50% signed
Planning math only. Illustrative inputs, not a forecast, benchmark or client result. Media cost excludes production, agency, intake and technology. Signed cases are not collected fees.
Your reporting, explained
A source is a clue.
A test is stronger evidence.
Someone may see a TV spot, hear about the firm from a friend and then click a search ad. The last click does not explain the whole decision.
Three views that belong together
Attribution: the touchpoints we can connect to the inquiry.
Firm outcomes: signed and retained cases and collected legal fees.
Incrementality: evidence from controlled tests that the marketing added business.
Feasibility depends on the firm's systems, data, permissions and volume. These are descriptions of a scoped service, not a live software demonstration.
One firm per media market