Ellos dicen
«LEAP already reports on our matters.»
Nosotros decimos
It does. It has no record of which source produced the quote request, because that predates the matter.
Para LEAP
A quote is not an instruction, and an instruction is not a completion.
Export billings from LEAP, upload the quote requests and referrals behind them, and rank sources on matters that completed and were paid.
Sin clave de API Nada que instalar en LEAPNada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads a LEAP export of billings — the client's phone or email, the amount and the date — and matches it against the quote requests, referrals and enquiries that produced the matter. Property work is quoted before it is won and can fall through after it is started, so a firm's real question is which sources produce instructions that complete. Revenue with no traceable enquiry is reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio LEAP el 25 de septiembre de 2026.
La brecha
The firm sends dozens of quotes a week, and nobody knows which sources produce clients who instruct, let alone complete.
LEAP 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 or the matter, captured when the quote was requested.
- Necesaria
Amount billed
Fees billed on the matter. Disbursements passed through to others are not the firm's revenue.
- Necesaria
Quote date and billing date
Both. The gap between them is the life of the transaction.
- Opcional
Matter type and referrer
Sale, purchase, remortgage or other, and who referred it. Both change the ranking.
Paso a paso
Cómo sacar el archivo de LEAP.
Escrito para quien tiene LEAP abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export billings by matter
One row per bill with the client's contact detail, the fee and the date.
-
Export quote requests, including those that never instructed
The quote is the lead, and most never convert.
-
Record the referrer
Estate agents, mortgage brokers and past clients are usually most of a property practice's work.
-
Leave out disbursements
Searches and registration fees pass through the firm. Counting them inflates every source.
-
Upload both
The join runs on the phone and the email, normalised, with aborted matters kept visible.
Lo que recibe
La página que LEAP 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 Despachos de abogados, no de una cuenta de LEAP.
Atribuidos a un canal$396,00066% de $600,000
Ventas coincidentes27 de 41solo alta confianza
Ticket medio$14,600por venta pagada
| Canal | Proporción | Ventas | Ingresos |
|---|---|---|---|
| Google Ads | 18 | $312,000 | |
| Meta Ads | 6 | $54,000 | |
| Email marketing | 3 | $30,000 | |
| Directo / Desconocido | 14 | $204,000 |
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 matter y el anuncio comparten una fila.
The quote is the lead, and the conversion is two steps away
In property work a prospective client usually asks several firms for a quote, instructs one, and then the transaction either completes or does not.
A report that counts quote requests measures interest. One that counts instructions measures the firm's pricing and response. Only completions measure revenue.
Exporting quote requests alongside billings shows both conversion rates per source: quote to instruction, and instruction to completion.
Sources differ on both, and they usually differ on the first for pricing reasons and on the second for reasons the firm cannot control.
Seeing which is which prevents a firm cutting a source because of a chain of transactions that fell through.
The quote-to-instruction rate is also the one the firm controls. It moves with price, with how quickly the quote goes out and with how it reads, and a source whose enquirers keep choosing somebody else is usually telling the firm something about the quote rather than about the source.
Referrers are the practice, and each one can be ranked
Estate agents, mortgage brokers and past clients send a large share of property work to the firms they trust.
Recorded as one source called referral, they hide the fact that a small number of relationships usually produce most of the completed fees.
Recording who referred each matter lets the report rank referrers on completed fees, not on how many quotes they passed on.
That list is the one a practice's relationship effort should follow, and it also shows referrers whose volume has quietly dropped.
Ranking them on completed fees rather than on quotes matters because some referrers pass on a great many enquiries from clients shopping purely on price. They look generous in a volume count and produce little, and the completion figure is the one that says so politely.
Aborted transactions cost the file
A transaction that falls through after instruction has already consumed work: searches ordered, enquiries raised, documents reviewed.
Whether any of that is billed depends on the firm's terms, and where it is not, an aborted matter is a cost with no revenue.
Abort rates differ by source — a referrer whose clients' chains keep collapsing is costing the firm more than their quote count suggests.
Keeping aborted matters in the file makes that cost visible per source, which a revenue-only report cannot do.
A property client comes back
Somebody who bought through the firm often sells through it years later, and may need a will, a lease or a remortgage in between.
A report that looks only at the first matter credits the source for one transaction and misses the relationship it started.
Summing billings by client over a longer window, with the first matter kept apart from later ones, shows which sources produce clients who return.
That is usually the argument for the referral relationships, which produce clients who already trust the firm before they arrive.
It is also the argument for treating completion as the start of something rather than the end. A client who completes happily is the firm's cheapest future instruction, and the report is how a practice finds out which sources produce clients like that.
Preguntas justas
«LEAP ya hace eso». No exactamente.
Ellos dicen
«Most of our work is referred.»
Nosotros decimos
Then naming the referrer is the highest-value change, and the report will rank them on completed fees.
Ellos dicen
«Aborted matters are not our fault.»
Nosotros decimos
Often they are not. They still differ by source, and knowing which is useful either way.
No. It reads a file you exported, so your matters, documents and accounts stay where they are.
Billings by matter with the client's contact detail, the fee and the date, plus quote requests.
The quote is the lead. Without the ones that did not convert there is no conversion rate.
No. They pass through the firm and inflate every source equally.
Yes, where the referrer is recorded, on completed fees rather than on quotes passed on.
Kept in the file and reported per source, because they cost work whether or not they are billed.
Yes, where the export carries it. Sales, purchases and remortgages behave differently.
Long enough for a transaction to complete — usually several months — and longer to see returning clients.
Reported separately from the first matter, so the decision stays yours.
Any billing with no traceable enquiry or referrer.
A contact detail, an amount and a date, plus a matter type or referrer if you include them. No property addresses required, no documents, no ledger. Encrypted in transit and at rest and deleted with the import.
Completed fees per source and referrer, quote-to-instruction and instruction-to-completion rates, aborted matters visible, and everything unmatched reported.
Por sector
Sectores que usan LEAP.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Despachos de abogados¿Qué anuncios produjeron casos que realmente firmó?
- Planificación patrimonial¿Qué canales trajeron clientes que contrataron al despacho?
- Inmobiliarias¿Qué anuncios produjeron cierres?
- Corredores hipotecarios¿Qué anuncios produjeron préstamos desembolsados?
- Derecho de familia¿Qué canales trajeron clientes que contrataron al despacho?
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 Actionstep Multi-practice law firms Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Smokeball Small law firms Archivo de ventas cerradas Qué exportar Archivo de ventas cerradas Clio Despachos de abogados en Clio Manage y Clio Grow Archivo de ventas cerradas Qué exportar
Los 119 sistemas 
LEAP 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 LEAP, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.