Sie sagen
„Our cases take years, so attribution cannot work.“
Wir sagen
It is the reason it has to be done this way. A file covering four years can see what no advertising platform can, because it is not trying to report on a window.
Für Filevine
The case that settled this year was signed two years ago.
Export resolved cases from Filevine, upload the intake records that produced them, and rank marketing on fees recovered rather than signups.
Kein API-Schlüssel Nichts in Filevine zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Filevine export of resolved cases — the client's phone or email, the fee recovered and the resolution date — and matches it against the intake records that produced the signup, often years earlier. Plaintiff work has the longest and most extreme revenue distribution in this catalogue: most cases are modest and a few carry the firm. Cases with no traceable intake are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Filevine geprüft.
Die Lücke
You spend heavily on intake and judge it on cost per signed case, because waiting two years for the real answer is not something any reporting tool offers.
Filevine 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.
- Erforderlich
Client phone or email
On the client record the case belongs to. Intake is overwhelmingly telephonic in this practice, so the phone number is the key that matters most.
- Erforderlich
Fee recovered
The firm's fee rather than the gross settlement. Gross flatters case types with high costs and makes a channel producing expensive litigation look better than it was.
- Erforderlich
Resolution or disbursement date
When the case resolved or the fee was disbursed. Either works; disbursement ties to cash and resolution ties to the legal outcome.
- Optional
Case type
Auto, premises, medical, mass tort. Fee distributions differ so sharply between them that a blended figure is close to meaningless.
Schritt für Schritt
So holen Sie die Datei aus Filevine.
Geschrieben für alle, die Filevine im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export resolved cases with fees
One row per case with a client contact detail, the fee and a date. Look for the export listing resolved matters with their financial outcome.
-
Use the firm's fee, not the gross recovery
Gross settlement counts money that went to liens, experts and costs. Two channels with identical gross can differ enormously in what the firm actually kept.
-
Export intake records
Call tracking, the intake platform, television and radio response logs, marketplace and lead vendor files. Contact detail plus the source.
-
Go back as far as the files allow
Two to four years is normal for this work. This is the catalogue's clearest case for exporting everything you have rather than a convenient window.
-
Upload both
The join runs on the phone number, normalised, and the report separates the few large fees from the many small ones rather than averaging them.
Was zurückkommt
Die Seite, die Filevine 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 Filevine-Konto.
Einem Kanal zugeordnet$640,00064% von $1,000,000
Zugeordnete Verkäufe20 von 31nur hohe Konfidenz
Durchschn. Verkauf$32,000pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 14 | $470,000 | |
| Meta Ads | 3 | $80,000 | |
| TV & Radio | 3 | $90,000 | |
| Direkt / Unbekannt | 11 | $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.
A handful of cases carry the year, and averages hide them
Fee outcomes in plaintiff work are not normally distributed and not close to it. A large share of the year's revenue can come from a very small number of cases, and the rest of the docket roughly covers costs.
Any metric built on an average — cost per signed case, average case value, cost per lead — is therefore describing the part of the business that does not pay for itself. It is not a rough guide, it is a systematically misleading one.
Matching fees back to sources shows which channel produced the cases that mattered. That is frequently not the channel producing the most signups, and the gap between those two rankings is the whole point of doing this.
Cost per signed case is the metric everybody uses and it is measuring the wrong end
Signed cases arrive within weeks, which makes them countable, reportable and optimisable. Fees arrive years later, which makes them none of those things without a file like this.
So intake spend gets optimised toward whatever signs cheaply, and the channels that sign cheaply are systematically the ones producing weaker cases. The optimisation works exactly as designed and moves the firm in the wrong direction.
Reading fees per pound spent, per source, is the only version of this question worth answering. It requires patience and a long file, and nothing else.
Case type is where the distribution actually lives
An auto case, a premises case and a medical malpractice case have different cycles, different costs, different fee structures and different ceilings. A firm running several is running several businesses.
Marketing is bought against case types deliberately — different keywords, different creative, different vendors — so attributing without the case type throws away the dimension the spend was organised around in the first place.
Where the export carries it, the report splits on it, and a channel that looked mediocre overall is frequently excellent in one type and poor in another.
Referral fees and co-counsel are revenue too
Cases referred out still earn the firm a fee, and cases referred in cost one. Neither looks like the standard flow and both are real money attached to a client who came from somewhere.
Left out of the export, the sources that mainly produce referable cases will appear to produce nothing. Included, they rank properly.
Where the export distinguishes referral fees from fees earned on cases worked, keep the distinction — they have very different margins and the marketing decisions that follow differ accordingly.
Berechtigte Fragen
„Filevine kann das doch schon.“ Nicht ganz.
Sie sagen
„We judge intake on cost per signed case.“
Wir sagen
Everyone does, and it optimises toward cheap signups. Fees per pound spent frequently ranks the sources differently.
Sie sagen
„We cannot share case information.“
Wir sagen
None is asked for. A contact detail, a fee and a date — no case facts, no medical records, no documents, nothing privileged.
No. It reads a file you exported; no credential to your firm's account is held.
Resolved cases with a client contact detail, the fee and a date.
The firm's fee. Gross counts money that went to liens and costs and flatters expensive case types.
As far as you have. Two to four years is normal here and a short file will mislead.
Yes, and you should. Fee distributions differ so much between types that a blended figure means very little.
If you capture response — a tracked number, a distinct landing page — then yes, on the same axis as digital.
Include the referral fee. Otherwise sources producing referable cases appear to produce nothing.
Include them at zero. A source producing cases that do not pay should rank accordingly.
Yes, on fees recovered rather than on their own reporting, which is usually the comparison a firm most wants.
Direct / Unknown, and never attributed to whichever campaign happened to be running when the case resolved.
A contact detail, a fee and a date, plus a case type if you include one. No case facts, no medical records, no documents, nothing under privilege. Encrypted in transit and at rest, isolated to your firm's workspace, deleted with the import.
Fees by source and by case type, the concentration of those fees rather than an average, and everything unmatched kept visible.
Nach Branche
Branchen, die Filevine nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- PersonenschadenrechtWelche Kanäle haben unterschriebene Personenschadenmandate gebracht?
- AnwaltskanzleienWelche Anzeigen haben Mandate gebracht, die Sie wirklich angenommen haben?
- Arbeitsunfallrecht (Workers' Compensation)Welche Kanäle haben unterschriebene Arbeitsunfall-Mandate gebracht?
- StrafverteidigungWelche Kanäle haben Verteidigungsmandate gebracht?
- ArbeitsrechtWelche Kanäle haben honorarbringende Arbeitsrechtsmandate gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen CasePeer Personal injury firms Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen Clio Kanzleien mit Clio Manage und Clio Grow Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen PracticePanther Small law firms billing hourly Datei mit Abschlüssen Was exportieren
Alle 68 Systeme 
Filevine 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 Filevine zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.