Ellos dicen
«We are too small for marketing analytics.»
Nosotros decimos
Small firms have the most to lose from one wrong channel, because it is a larger share of the budget. Two exports is the whole exercise.
Para PracticePanther
The consultation was two hundred. The matter billed eleven thousand.
Export collected fees, upload the enquiries beside them, and rank marketing on what clients paid rather than on consultations booked.
Sin clave de API Nada que instalar en PracticePantherNada que instalar Sin tarjeta de créditoSin tarjeta
CloseRev reads a PracticePanther export of collected fees — the client's phone or email, the amount received and the date — and matches it against the calls and forms that produced the consultation. For a small firm billing hourly the value of a client is not the consultation fee but everything billed over the life of the matter, which no advertising report can see. Matters with no traceable enquiry are reported as Direct / Unknown.
Comprobado por última vez con la documentación del propio PracticePanther el 24 de septiembre de 2026.
La brecha
You know what you spent on advertising last quarter and what you collected last quarter. Connecting the two is a conversation, not a number.
PracticePanther 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 the matter belongs to. Most enquiries to a small firm arrive by phone, so the number carries more of the matching than the email does.
- Necesaria
Collected amount
What was received rather than what was invoiced. In a firm with any write-down or ageing receivable those differ, and only one of them funded the marketing.
- Necesaria
Payment or matter date
When the money arrived, or when the matter opened. Hourly work bills over months, so payment date spreads one client across several rows unless you sum by client.
- Opcional
Practice area
The split that stops a family matter and a commercial dispute being averaged into a number describing neither.
Paso a paso
Cómo sacar el archivo de PracticePanther.
Escrito para quien tiene PracticePanther abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
Export collected fees by matter
One row per matter or per payment, with a client contact detail, the amount and a date. Either shape works; summing by client is what makes hourly billing readable.
-
Use collected rather than billed
Billed fees make a practice area with collection problems look like your best performing marketing, which is the opposite of useful.
-
Export your enquiries
Call tracking, website forms, the intake log, directories and any lead vendor. Contact detail plus where it came from.
-
Cover several months at least
Hourly matters bill over their life. A one-month window measures retainers rather than clients.
-
Upload both
The join is the phone and the email, normalised, with weak links flagged for a person rather than counted.
Lo que recibe
La página que PracticePanther 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 PracticePanther.
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.
Hourly billing spreads one client across the whole report
A matter opened in February might bill in March, May, June and September. Each of those is a payment and none of them is a new client.
Attributing per payment makes long matters look like many small wins and makes the channels producing them look like high-volume sources. Attributing per client is what the marketing question actually asks: how much did this channel's clients pay us in total.
The report sums by client so both readings are available, and the difference between them tells you whether a channel brings a lot of small work or a little large work. Those need different budgets and different expectations.
The consultation fee is not the client
Most small firms price the initial consultation low or free, deliberately, because the point of it is to win the matter. That makes it the worst possible unit on which to judge a channel.
Two sources delivering identical numbers of consultations can differ by a factor of ten in fees collected, because one delivers people with a real problem and a budget and the other delivers people shopping for free advice.
Only a file that follows the client past the consultation can see that, and for most small firms this is the first time they have had one.
Practice areas do not share a marketing profile
A family firm doing some estate work and the occasional commercial dispute has three different cost structures, three different cycles and three different kinds of client.
Search terms, lead prices and conversion rates differ across all of them, and so does what a matter is worth. One blended cost per client is an arithmetic fact and a poor basis for a decision.
Splitting collected fees by practice area and by source is the report a small firm can act on: it says where to spend more, and it frequently says to stop spending on a practice area entirely.
What leaves the firm
A contact detail, an amount and a date, plus a practice area if you include one. No matter descriptions, no documents, no notes, no time entries, nothing touching privilege — and none of it would help the match if it were there.
For a firm, that constraint is the reason this is possible at all. A tool that needed to read matters could not be used; one that needs three columns can.
Preguntas justas
«PracticePanther ya hace eso». No exactamente.
Ellos dicen
«Our clients pay over months.»
Nosotros decimos
That is why the report sums by client as well as by payment. One long matter is one client, not six wins.
Ellos dicen
«We do not track where enquiries come from.»
Nosotros decimos
Then start with call tracking on one number. Even a partial lead file gives a real answer for the part it covers, and the report is honest about the rest.
No. It reads a file you exported; no credential to your account is held.
Collected fees with a client contact detail, the amount and a date.
Collected. Invoiced fees flatter whichever practice area has the worst receivables.
No. The report sums by client as well as by payment, so one long matter reads as one client.
Yes, and for a mixed firm it is the split that makes the report actionable.
Several months at minimum, and further if your matters run long.
They are the denominator, not the revenue. A source producing many free consultations and few paying clients ranks accordingly.
Yes, on the same axis as everything else rather than on their own reporting.
Record them as a source and they rank beside paid channels. For most small firms that comparison is overdue.
They stay in Direct / Unknown. The report would rather say it does not know than credit a channel on a guess.
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 and deleted with the import.
Collected fees by source and by practice area, per client as well as per payment, and everything unmatched kept visible.
Por sector
Sectores que usan PracticePanther.
Cómo se ve el informe una vez cargada la exportación, escrito para cada uno.
- Despachos de abogados¿Qué anuncios produjeron casos que realmente firmó?
- Derecho de familia¿Qué canales trajeron clientes que contrataron al despacho?
- Planificación patrimonial¿Qué canales trajeron clientes que contrataron al despacho?
- Derecho migratorio¿Qué canales trajeron clientes de migración que contrataron al despacho?
- Derecho concursal¿Qué canales generaron casos presentados?
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 Rocket Matter Law firms billing by the hour 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 Archivo de ventas cerradas Filevine Personal injury and mass tort firms Archivo de ventas cerradas Qué exportar
Los 68 sistemas 
PracticePanther 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 PracticePanther, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.