Ellos dicen
«CasePeer already reports by referral source.»
Nosotros decimos
On cases and settlements inside the system. It has no record of the advert, the billboard or the search that produced the call.
Para 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.
Sin clave de API Nada que instalar en CasePeerNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio CasePeer el 24 de septiembre de 2026.
La brecha
Every lead source reports cost per signed case, which treats a soft tissue claim and a catastrophic injury as the same event.
CasePeer ve
Qué se vendió, a quién y por cuánto.
ninguna fila en común
Su cuenta publicitaria ve
El clic, la palabra clave, la llamada y cuánto costó cada uno.
El archivo
Qué debe contener la exportación.
Tres cosas sostienen la coincidencia: quién, cuánto y cuándo. Todo lo demás es opcional y solo cambia cómo se puede desglosar el informe.
- Necesaria
Client phone or email
On the client record from intake. The intake phone number is the best key you have.
- Necesaria
Attorney fee
The firm's fee on resolution, not the gross settlement. The gross flatters cases with large medical liens.
- Necesaria
Resolution date
When the case resolved. Keep the intake date too — the lag is the defining feature of this practice area.
- Opcional
Case type
Auto, premises, trucking, catastrophic. Fee distributions differ by orders of magnitude between them.
Paso a paso
Cómo sacar el archivo de CasePeer.
Escrito para quien tiene CasePeer abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export resolved cases
One row per resolved case with a client contact detail, the attorney fee and the resolution date.
-
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.
-
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.
-
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.
-
Upload both
The join runs on the phone and the email, normalised, with the intake date carried through so the lag stays visible.
Lo que recibe
La página que CasePeer no puede mostrarle.
Ingresos por canal, el número de ventas detrás de cada cifra y un grupo honesto para las que nadie pudo rastrear. Cifras de ejemplo, del caso práctico de la página Lesiones personales, no de una cuenta de CasePeer.
Atribuidos a un canal$640,00064% de $1,000,000
Ventas coincidentes20 de 31solo alta confianza
Ticket medio$32,000por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 14 | $470,000 | |
| Meta Ads | 3 | $80,000 | |
| TV y radio | 3 | $90,000 | |
| Directo / Desconocido | 11 | $360,000 |
Las ventas sin coincidencia quedan en Directo / Desconocido. Nunca se reparten entre los canales pagados para que el total se vea mejor.
El argumento
Qué cambia cuando cada case y el anuncio comparten una fila.
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.
Preguntas justas
«CasePeer ya hace eso». No exactamente.
Ellos dicen
«Two years is too long to wait.»
Nosotros decimos
The cases take that long whatever you measure. The alternative is a fast number about signed retainers, which is not what you are buying.
Ellos dicen
«We rank on cost per signed case.»
Nosotros decimos
That treats every case as equal, and in this practice area the values differ by three orders of magnitude.
No. It reads a file you exported, so your case files, documents and notes are not reachable from here.
Resolved cases with a client contact detail, the attorney fee and the resolution date.
The gross includes liens and costs the firm never receives. Ranking on it rewards the cases with the largest medical bills.
Two years. The lag from intake to resolution is the defining feature of the practice area.
Yes, where the intake date is exported, and that is the grouping a marketing decision needs.
Reported as outliers, with the median shown beside the total, so one case cannot silently rank a source.
Yes, where the export carries one, and it usually explains most of the difference between sources.
Yes. A source producing enquiries your firm will not take has a real cost that cost per signed case hides.
Where they are recorded at intake, and including them usually changes every paid channel's apparent share.
Any fee with no traceable lead. The size of that bucket is reported rather than distributed.
A contact detail, a fee amount and a date, plus a case type if you include one. No case facts, no medical records, no documents, no settlement terms. Encrypted in transit and at rest and deleted with the import.
Fee revenue per source grouped by intake period, median beside total, split by case type where available, and everything unmatched kept visible.
Por sector
Sectores que usan CasePeer.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Lesiones personales¿Qué canales generaron casos de lesiones firmados?
- Despachos de abogados¿Qué anuncios produjeron casos que realmente firmó?
- Accidentes laborales¿Qué canales generaron casos laborales firmados?
- Talleres mecánicos¿Qué canales generaron órdenes de reparación pagadas?
- Defensa penal¿Qué canales generaron asuntos de defensa contratados?
Otros sistemas
También vale la pena leer.
¿Usa más de un sistema o está comparando? El método es el mismo; las columnas, no.
Archivo de ventas cerradas Filevine Personal injury and mass tort firms Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas MyCase Small and mid-sized law firms Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas PracticePanther Small law firms billing hourly Archivo de ventas cerradas Qué exportar
Los 68 sistemas 
CasePeer y los demás nombres de productos y logotipos de esta página pertenecen a sus propietarios y se muestran para identificar el software del que procede un archivo. CloseRev no está afiliada a ellos ni cuenta con su respaldo, y no se conecta a ninguno: lee un archivo que usted exporta.
Empiece hoy
Dos exportaciones y lo sabrá.
Nada que instalar en CasePeer, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.