Sie sagen
„Rocket Matter already reports revenue by matter.“
Wir sagen
It does, and it has no record of the advert or the referral that produced the enquiry, because that happened before the matter existed.
Für Rocket Matter
You billed it. Whether you collected it depends on who sent the client.
Export collections from Rocket Matter, upload the leads behind them, and rank marketing on money received rather than hours recorded.
Kein API-Schlüssel Nichts in Rocket Matter zu installierenNichts zu installieren Keine Karte nötigOhne Karte
CloseRev reads a Rocket Matter export of collections — the client's phone or email, the amount received and the date — and matches it against the calls, forms and referrals that produced the enquiry. For an hourly firm the distance between a signed client, a billed hour and a collected dollar is wide and varies by where the client came from. Collections with no traceable lead are reported as Direct / Unknown.
Zuletzt am 24. September 2026 anhand der eigenen Dokumentation von Rocket Matter geprüft.
Die Lücke
Cost per signed client says one thing. The trust ledger and the ageing report say another, and nobody joins them up.
Rocket Matter 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 contact record from intake. Whichever detail the intake form captured is the key.
- Erforderlich
Amount collected
Payments received, not hours billed and not work in progress. The gap between them is the point of this page.
- Erforderlich
Payment date
When the money was received. Keep the matter open date too, so the report can group by when the client arrived.
- Optional
Practice area
Family, employment, estate, business. Realisation and collection rates differ sharply between them.
Schritt für Schritt
So holen Sie die Datei aus Rocket Matter.
Geschrieben für alle, die Rocket Matter im Nachbar-Tab geöffnet haben. Berichtsnamen unterscheiden sich je nach Edition, deshalb sagt jeder Schritt, wonach Sie suchen.
-
Export collections
One row per payment with a client contact detail, the amount and the date received.
-
Do not use billed hours
Billed is an intention. A firm with excellent billing and poor collection looks identical to a healthy one until the money side is used.
-
Take at least a year
Matters run for months and payment plans run for longer. A quarter measures the retainer and nothing else.
-
Export your lead sources
Call tracking, paid search, directory listings, referral sources and any content or newsletter that produces enquiries.
-
Upload both
The join runs on the phone and the email, normalised, with the matter open date carried through.
Was zurückkommt
Die Seite, die Rocket Matter 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 Rocket Matter-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.
Collection rate is a property of the client, and clients arrive from channels
Two matters with identical billings can end very differently: one pays on time, the other pays slowly, partially or not at all.
That difference is not random. It tracks how the client found the firm — price-shopping from a directory, referred by an existing client, or arriving from an advert promising a low initial fee.
Matching collections rather than billings back to the source measures the firm's actual outcome, and sources routinely reorder between the two views.
It is the single most useful thing an hourly firm can do with attribution, because writing off a bad debt is the most expensive way to discover a channel is poor.
The retainer is not the matter and neither is the signed client
A modest initial retainer can precede a matter worth many multiples of it, or it can be the entire relationship.
Cost per signed client treats those as the same event, which is why the metric survives despite being useless for deciding a budget.
Summing collections by client over a year gives the number the decision actually needs, and the report keeps the first payment separate from later ones so the shape of the relationship is visible.
For firms on payment plans this also prevents a single long-running matter being read as many small wins spread across whatever was advertised each month.
Practice areas behave so differently they should not share a ranking
A flat-fee estate plan, an hourly family matter and a business dispute have different values, different durations and very different collection profiles.
A channel weighted towards one is inevitably ranked as though it produced the mix, and a general firm reading a blended number is reading an average of things that share nothing.
Where the export carries a practice area, the report splits on it, and the split usually turns an unusable ranking into a decision.
It also makes the rejected enquiries visible as a cost: a source generating calls in an area the firm does not take is consuming intake time for nothing.
Referrals are the largest channel in most firms and nobody prices them
Existing clients, other lawyers and professional contacts produce a great deal of legal work, and because no invoice arrives they are treated as free.
That makes every paid channel look like a larger share of the practice than it is, and it hides the real question, which is what causes referrals in the first place.
Recording a referral source at intake puts them into the same comparison on the same collected money.
The follow-on finding is often the useful one: the paid channels producing clients who go on to refer are worth substantially more than their own collections suggest.
Berechtigte Fragen
„Rocket Matter kann das doch schon.“ Nicht ganz.
Sie sagen
„We measure cost per signed client.“
Wir sagen
That treats a small flat fee and a two-year matter as the same event, which is why it cannot rank channels.
Sie sagen
„Our work is nearly all referral.“
Wir sagen
Then the report will show it, and knowing the true proportion is what tells you whether the paid spend is worth continuing.
No. It reads a file you exported, so your matters, documents and time entries are not reachable from here.
Collections with a client contact detail, the amount received and the date.
Billed is an intention. Collection rates differ by source, and that difference is exactly what this report exists to show.
A year at minimum, because matters and payment plans both run for months.
Yes, where the matter open date is included, and that is the grouping a marketing decision needs.
Yes, where the export carries one. A blended ranking across practice areas is rarely actionable.
Summed by client, so one long matter is not read as many small wins across different months.
They are a cost of the source that produced them, and the report keeps them visible rather than discarding them.
Where they are recorded at intake. Including them usually changes every paid channel's apparent share of the practice.
Any collection with no traceable lead. Its size is stated rather than distributed across the measurable channels.
A contact detail, an amount and a date, plus a practice area if you include one. No matter details, no documents, no time narratives, no trust balances. Encrypted in transit and at rest and deleted with the import.
Collected fees per source grouped by when the client arrived, split by practice area where available, first and subsequent payments apart, and everything unmatched kept visible.
Nach Branche
Branchen, die Rocket Matter 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?
- FamilienrechtWelche Kanäle haben mandatierte Klienten gebracht?
- NachlassplanungWelche Kanäle haben mandatierte Klienten gebracht?
- ArbeitsrechtWelche Kanäle haben honorarbringende Arbeitsrechtsmandate gebracht?
- UnternehmensberatungWelche Kanäle haben unterschriebene Mandate gebracht?
Andere Systeme
Ebenfalls lesenswert.
Mehrere Systeme im Einsatz oder im Vergleich? Die Methode ist dieselbe, die Spalten sind es nicht.
Datei mit Abschlüssen PracticePanther Small law firms billing hourly Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen MyCase Small and mid-sized law firms Datei mit Abschlüssen Was exportieren Datei mit Abschlüssen CasePeer Personal injury firms Datei mit Abschlüssen Was exportieren
Alle 68 Systeme 
Rocket Matter 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 Rocket Matter zu installieren, kein API-Schlüssel, und Sie müssen bisher nichts getrackt haben. Das Vorjahr funktioniert so gut wie dieser Monat.