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Für CasePeer

Two signed cases. One is worth a thousand dollars and one is worth three hundred thousand.

Export resolved cases from CasePeer, upload the leads behind them, and rank marketing on fee revenue rather than on signed retainers.

Kein API-Schlüssel Nichts in CasePeer zu installierenNichts zu installieren Keine Karte nötigOhne Karte

CloseRev reads a CasePeer export of resolved cases — the client's phone or email, the attorney fee and the resolution date — and matches it against the calls, forms and referrals that produced the intake. Personal injury is the extreme case of a long lag and a wildly uneven case value, which is why cost per signed case is such a poor guide. Fees with no traceable lead are reported as Direct / Unknown.

Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von CasePeer geprüft.

Die Lücke

Every lead source reports cost per signed case, which treats a soft tissue claim and a catastrophic injury as the same event.

CasePeer sieht

Was verkauft wurde, an wen und für wie viel.

keine gemeinsame Zeile
Ihr Anzeigenkonto sieht

Der Klick, das Keyword, der Anruf und was jedes davon gekostet hat.

Die Datei

Was im Export stehen muss.

Drei Dinge tragen die Zuordnung: wer, wie viel und wann. Alles andere ist optional und ändert nur, wie sich der Bericht aufschlüsseln lässt.

  1. Erforderlich

    Client phone or email

    On the client record from intake. The intake phone number is the best key you have.

  2. Erforderlich

    Attorney fee

    The firm's fee on resolution, not the gross settlement. The gross flatters cases with large medical liens.

  3. Erforderlich

    Resolution date

    When the case resolved. Keep the intake date too — the lag is the defining feature of this practice area.

  4. Optional

    Case type

    Auto, premises, trucking, catastrophic. Fee distributions differ by orders of magnitude between them.

Schritt für Schritt

So holen Sie die Datei aus CasePeer.

Geschrieben für alle, die CasePeer im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.

  1. Export resolved cases

    One row per resolved case with a client contact detail, the attorney fee and the resolution date.

  2. Use the fee, not the settlement

    The gross includes medical liens and costs that never reach the firm. Ranking marketing on it rewards the cases with the biggest bills.

  3. Take two years

    A case signed today resolves in a year or three. A twelve-month file measures the marketing of two years ago and calls it current.

  4. Export every lead source

    Call tracking, paid search, television and radio where you run it, referral sources and any lead vendor. Contact detail plus source.

  5. Upload both

    The join runs on the phone and the email, normalised, with the intake date carried through so the lag stays visible.

Was zurückkommt

Die Seite, die CasePeer Ihnen nicht zeigen kann.

Umsatz nach Kanal, die Zahl der Verkäufe hinter jedem Wert und eine ehrliche Kategorie für alles, was niemand zuordnen konnte. Beispielzahlen aus dem durchgerechneten Beispiel der Seite Personenschadenrecht – nicht aus einem CasePeer-Konto.

Einem Kanal zugeordnet$640,00064% von $1,000,000
Zugeordnete Verkäufe20 von 31nur hohe Konfidenz
Durchschn. Verkauf$32,000pro bezahltem Verkauf
KanalAnteilVerkäufeUmsatz
Google Ads14$470,000
Meta Ads3$80,000
TV & Radio3$90,000
Direkt / Unbekannt11$360,000

Nicht zugeordnete Verkäufe bleiben unter Direkt / Unbekannt. Sie werden nie auf die bezahlten Kanäle verteilt, damit die Summe besser aussieht.

Das Argument

Was sich ändert, wenn case und Anzeige in einer Zeile stehen.

Fee distribution is so skewed that averages mislead

Most resolved cases produce a modest fee and a small number produce very large ones. That is the shape of the practice area, not a quirk of one firm.

An average fee per source is therefore dominated by whichever source happened to produce the outlier, and a twelve-month ranking built on it will not survive the next year.

The report gives the median alongside the total and shows the distribution rather than collapsing it, so a source carried entirely by one case is visible as exactly that.

Over two years the picture stabilises enough to act on, which is the practical argument for the longer window.

The lag means you are always judging old marketing

A case signed in March 2026 may resolve in 2028. Any report on fees received this year is a report on the marketing that ran two years ago.

That is unavoidable, and pretending otherwise by measuring signed retainers instead swaps a slow true answer for a fast misleading one.

Carrying the intake date through lets the report group by when the case was signed rather than when it resolved, which is the version a marketing decision actually needs.

It also exposes sources whose cases resolve faster, which matters to a firm's cash position quite apart from what they are worth.

Case type is the variable that explains most of the difference

A trucking case and a minor rear-end collision are not the same product. Their fees, their costs and their duration differ by orders of magnitude.

A source that produces mostly one type will be ranked as though it produced the mix, which is how firms end up buying more of the channel that brings volume and less of the one that brings value.

Where the export carries a case type, the report splits on it, and that split is very often the entire finding.

It also makes the rejected intakes meaningful: a source producing many enquiries your firm will not take has a cost that never appears in a cost-per-signed-case figure.

Referrals are a channel and they are rarely costed

Referrals from other attorneys and from former clients produce a significant share of most personal injury firms' fee revenue, often the largest single share.

Because no invoice arrives for them, they are treated as free and left out of the comparison entirely, which distorts every paid channel's apparent share.

Recording a referral source at intake puts them in the same file on the same money, alongside the fee splits that make them less free than they look.

Firms that do this usually discover the paid channels are being asked to carry a much smaller share of the practice than anybody assumed.

Berechtigte Fragen

„CasePeer kann das doch schon.“ Nicht ganz.

Sie sagen

„CasePeer already reports by referral source.“

Wir sagen

On cases and settlements inside the system. It has no record of the advert, the billboard or the search that produced the call.

Sie sagen

„Two years is too long to wait.“

Wir sagen

The cases take that long whatever you measure. The alternative is a fast number about signed retainers, which is not what you are buying.

Sie sagen

„We rank on cost per signed case.“

Wir sagen

That treats every case as equal, and in this practice area the values differ by three orders of magnitude.

Fragen

CasePeer im Detail.

Noch etwas? Fragen Sie uns, und ein Mensch antwortet.

No. It reads a file you exported, so your case files, documents and notes are not reachable from here.

CasePeer und die anderen Produktnamen und Logos auf dieser Seite gehören ihren Inhabern und dienen nur dazu, die Software zu kennzeichnen, aus der eine Datei stammt. CloseRev ist mit ihnen nicht verbunden oder von ihnen empfohlen und verbindet sich mit keinem davon: CloseRev liest eine Datei, die Sie exportieren.

Heute starten

Zwei Exporte, und Sie wissen es.

Nichts in CasePeer zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.