Sie sagen
„We ask every caller how they found us.“
Wir sagen
Keep doing it, and expect it to disagree with the evidence. Callers say the internet, or a friend, or they do not recall — the error is systematic rather than random.
Für MyCase
MyCase knows what the matter collected. It does not know which advert produced the call.
Export collected fees, upload the enquiries that produced them, and rank your marketing on money rather than on consultations booked.
Kein API-Schlüssel Nichts in MyCase zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a MyCase export of collected fees — the client's phone or email, the amount collected and the payment date — and matches it against the calls and forms that produced the enquiry. For a firm the gap between enquiry and fee runs to months, and one signed matter can be worth more than a year of another practice area's work. Matters it cannot trace are reported as Direct / Unknown rather than shared out across channels.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von MyCase geprüft.
Die Lücke
Your intake log says where the enquiry came from, when somebody remembered to ask. Your fees are in MyCase. Nothing in your firm connects the two.
MyCase 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 matter belongs to. Take both where you have them — a client's mobile is what they rang from and their email is what they filled a form in with.
- Erforderlich
Collected fees
What was actually received rather than what was billed. In firms with any write-off or fee dispute those are different numbers, and only one of them paid for the marketing.
- Erforderlich
Payment or matter date
When the money came in, or when the matter opened. They answer different questions and the gap between them can be very long on contingency work.
- Optional
Practice area
Family, personal injury, criminal, estate. It is the most useful optional column in the file, because channels perform completely differently across them.
Schritt für Schritt
So holen Sie die Datei aus MyCase.
Geschrieben für alle, die MyCase im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export collected fees by matter
One row per matter with a client contact detail, the amount collected and a date. Look for the export listing matters with what they collected rather than a specific report name.
-
Use collected rather than billed
Billed fees flatter every channel equally until they do not — a practice area with collection problems will look better than it is, and that is the practice area you would then spend more on.
-
Export your enquiries
Call tracking, the website forms, the intake log, any directory or marketplace you pay for. Contact detail plus where the enquiry came from.
-
Go back far enough to cover the cycle
Months for most practice areas and considerably longer for contingency work. A short file will attribute the fast, small matters and miss the ones that mattered.
-
Upload both
The join is the phone and the email, normalised on both sides. Weak links are put in front of a person rather than counted automatically.
Was zurückkommt
Die Seite, die MyCase 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 Anwaltskanzleien – nicht aus einem MyCase-Konto.
Einem Kanal zugeordnet$396,00066% von $600,000
Zugeordnete Verkäufe27 von 41nur hohe Konfidenz
Durchschn. Verkauf$14,600pro bezahltem Verkauf
| Kanal | Anteil | Verkäufe | Umsatz |
|---|---|---|---|
| Google Ads | 18 | $312,000 | |
| Meta Ads | 6 | $54,000 | |
| E‑Mail-Marketing | 3 | $30,000 | |
| Direkt / Unbekannt | 14 | $204,000 |
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 matter und Anzeige in einer Zeile stehen.
Practice areas are different businesses sharing a phone number
A family matter, a criminal defence, an estate plan and a personal injury claim have different fee structures, different cycles, different close rates and completely different economics. A firm doing three of them runs three businesses.
Marketing is bought centrally and reported centrally, so a single cost per enquiry is compared against a single average fee. That number describes no practice area the firm actually has.
Splitting collected fees by practice area and by channel is the report the managing partner needs and cannot get, because the fees are in MyCase and the channels are in an ad account.
Contingency work makes period reporting meaningless
A personal injury matter signed today may collect nothing for two years and then collect a great deal at once. There is no partial credit along the way and nothing an ad platform can report on in the meantime.
That produces a specific and expensive error: the channel producing your best contingency matters appears to produce nothing, quarter after quarter, until it suddenly appears to produce everything. Budgets get cut in the meantime.
Matching a fee export that reaches back years is the only way to see it. Where a firm mixes contingency and hourly work, reading them separately is not optional — averaged, each hides the other.
Consultations booked is not the thing to optimise
Consultations are countable, close enough to the click for an ad platform to report, and they are what most firms rank channels on for exactly those reasons.
The conversion from consultation to signed matter varies enormously by channel, and it varies in a direction that punishes the obvious optimisation: the cheapest consultations are frequently the least likely to sign, and the most expensive channel can produce the highest collected fees per pound spent.
With both files uploaded the report gives consultation-to-fee by channel. Firms that have never seen that number are usually surprised by it, and the surprise is normally worth money.
What leaves the firm, and what cannot
Three columns and an optional practice area. No matter description, no documents, no notes, no time entries and nothing that touches privilege — none of it is usable by a match on a phone number and none of it is asked for.
That constraint is not a compliance flourish, it is a design property. A system that only ever needs a contact detail, an amount and a date cannot leak a client's business, because it was never given it.
Berechtigte Fragen
„MyCase kann das doch schon.“ Nicht ganz.
Sie sagen
„Our matters take years to pay.“
Wir sagen
That is precisely why period-based ad reporting fails a firm, and why matching fees back to their original enquiry is the only honest reading.
Sie sagen
„We cannot send client data anywhere.“
Wir sagen
You are not being asked to. A contact detail, an amount and a date — no matter detail, no documents, nothing under privilege.
No. It reads a file you exported; no credential to your firm's account is held.
Collected fees by matter, with a client contact detail, the amount and a date.
Collected. Billed fees make a practice area with collection problems look like your best marketing.
Yes, and you should. Channels perform so differently across practice areas that a blended figure describes none of them.
Beyond your longest cycle. Months for most work, years where contingency matters are involved.
They match on the original enquiry however long ago it was, which is the whole point — the ad platform gave up on that lead two years ago.
Yes, with both files uploaded, and it frequently reorders the channels.
Yes, on the same axis as everything else, rather than being judged on its own reporting.
They are reported as Direct / Unknown and never attributed on a name.
If you record them as a source, they rank beside paid channels — and for most firms that comparison is overdue.
A contact detail, an amount and a date, plus a practice area if you include one. No matter descriptions, no documents, no time entries, nothing under privilege. Encrypted in transit and at rest, isolated to your firm's workspace, deleted with the import.
Collected fees by channel and by practice area, the share matched, and everything unmatched reported as unmatched.
Nach Branche
Branchen, die MyCase nutzen.
Wie der Bericht aussieht, sobald der Export drin ist – für jede Branche eigens geschrieben.
- AnwaltskanzleienWelche Anzeigen haben Mandate gebracht, die Sie wirklich angenommen haben?
- PersonenschadenrechtWelche Kanäle haben unterschriebene Personenschadenmandate gebracht?
- FamilienrechtWelche Kanäle haben mandatierte Klienten gebracht?
- StrafverteidigungWelche Kanäle haben Verteidigungsmandate gebracht?
- NachlassplanungWelche Kanäle haben mandatierte Klienten gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen Clio Kanzleien mit Clio Manage und Clio Grow Datei mit Abschlüssen Was exportieren Lead- und Anrufdatei CallTrackingMetrics Teams whose leads arrive by phone and by form Lead- und Anrufdatei Was exportieren Lead- und Anrufdatei CallRail Unternehmen, die am Telefon abschließen Lead- und Anrufdatei Was exportieren
Alle 68 Systeme 
MyCase 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 MyCase zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.