Ellos dicen
«Rocket Matter already reports revenue by matter.»
Nosotros decimos
It does, and it has no record of the advert or the referral that produced the enquiry, because that happened before the matter existed.
Para 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.
Sin clave de API Nada que instalar en Rocket MatterNada que instalar Sin tarjeta de créditoSin tarjeta
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.
Comprobado por última vez con la documentación del propio Rocket Matter el 24 de septiembre de 2026.
La brecha
Cost per signed client says one thing. The trust ledger and the ageing report say another, and nobody joins them up.
Rocket Matter 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 contact record from intake. Whichever detail the intake form captured is the key.
- Necesaria
Amount collected
Payments received, not hours billed and not work in progress. The gap between them is the point of this page.
- Necesaria
Payment date
When the money was received. Keep the matter open date too, so the report can group by when the client arrived.
- Opcional
Practice area
Family, employment, estate, business. Realisation and collection rates differ sharply between them.
Paso a paso
Cómo sacar el archivo de Rocket Matter.
Escrito para quien tiene Rocket Matter abierto en la pestaña de al lado. Los nombres de los informes varían según la edición, así que cada paso indica qué buscar.
-
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.
Lo que recibe
La página que Rocket Matter 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 Rocket Matter.
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.
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.
Preguntas justas
«Rocket Matter ya hace eso». No exactamente.
Ellos dicen
«We measure cost per signed client.»
Nosotros decimos
That treats a small flat fee and a two-year matter as the same event, which is why it cannot rank channels.
Ellos dicen
«Our work is nearly all referral.»
Nosotros decimos
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.
Por sector
Sectores que usan Rocket Matter.
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 laboral¿Qué canales generaron asuntos laborales con honorarios?
- Consultoría empresarial¿Qué canales generaron proyectos firmados?
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 PracticePanther Small law firms billing hourly 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 CasePeer Personal injury firms Archivo de ventas cerradas Qué exportar
Los 68 sistemas 
Rocket Matter 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 Rocket Matter, sin clave de API y sin necesidad de haber rastreado nada hasta ahora. El año pasado funciona igual de bien que este mes.