Fees, not inquiries
Channels are ordered by collected fees rather than by volume, which is usually a different list from the one your ad account shows.
Marketing attribution for workers' compensation firms
Match signed, fee-earning claims to the calls and campaigns that produced them, across awards that land years later.
$346,500 63% of $550,000 paid
The blind spot
Comp cases run for years before a fee is earned. The campaigns that produced this year's fees stopped running long ago, and nothing connects the two.
What you get
Channels are ordered by collected fees rather than by volume, which is usually a different list from the one your ad account shows.
The gap between the inquiry and the matter costs you nothing — there is no window to expire and nothing decays.
A match is exact or it does not count. That is deliberately conservative, because a collected fees figure nobody can check is worth less than a smaller one they can.
A worked example
Not impressions, not leads, not cost per click. Closed revenue, by the channel that produced it, for a period you choose — with the portion we could not trace shown rather than quietly shared out across your paid channels.
| Channel | Sales | Revenue | Share | % |
|---|---|---|---|---|
| Google Ads | 26 | $236,500 | 43% | |
| Meta Ads | 8 | $66,000 | 12% | |
| TV & radio | 5 | $44,000 | 8% | |
| Direct / Unknown | 23 | $203,500 | 37% |
Comp matters resolve on statutory timelines, not marketing ones. By the time a fee lands, the campaign that produced the client may not have run for two budget cycles.
Matching on the client rather than the session lets you pull last year's fees against last year's spend, which is the only way to evaluate spend in a practice with this shape.
A large share of comp work arrives through treating physicians, clinics and union representatives, and firms normally treat this as unmeasurable.
Referred clients added to the lead file, tagged with their referrer, rank alongside advertising, including which referrers send cases that actually earn.
Workers' compensation fees are frequently governed by statute or a fee schedule, which removes the pricing variance other contingency practices have. What varies instead is how long a case runs and how much work it absorbs before it resolves.
That changes what a good channel looks like. A source producing cases that settle cleanly is worth substantially more than one producing cases of the same nominal value that run for three years through hearings and appeals.
Matching collected fees back to the inquiry, with the dates on both, lets the report show fee per case and time to resolution by channel — which is the pair of numbers that actually describes profitability here.
A compensation case cannot resolve until treatment has reached a stable point, and that timetable belongs to the medical system rather than to the firm. Eighteen months to resolution is unremarkable and longer is common.
Any measurement that needs the revenue to land inside a reporting window is therefore wrong by construction in this practice area, and the intermediate metrics firms fall back on measure the first two weeks of a two-year process.
Because the match is on the client, the interval costs nothing. The inquiry from two years ago and the fee collected this month are one record.
A large share of this work arrives through unions, treating physicians, chiropractors and prior clients. These are institutional relationships maintained over years, and they are almost never included in a marketing comparison because they cost no media spend.
That omission makes paid search look like the practice's engine when it may be a minor contributor. Firms then scale advertising while the relationships that actually produce the cases go unmanaged.
Adding referred clients to the lead file puts referral sources on the same collected-fee axis as advertising. Where each row names its referrer, the report ranks each one, which turns relationship management into something that can be prioritized on evidence.
Why it matters
"We generated 400 leads" invites an argument. "This channel closed $186,400 last quarter, here is the reconciliation" ends one. The teams that can show closed revenue by channel are the teams that get the next increase approved, because they are asking with evidence rather than with conviction.
Killing spend is politically harder than adding it, because someone always owns the channel being cut. A number that reconciles to the sales export takes the argument out of the room — you are not overruling a colleague's judgment, you are reading the same ledger they are.
Platform-reported conversions do not reconcile to revenue, and eventually someone in finance notices. Reporting built from your own closed-sales export starts from the number finance already trusts, which is why it holds up when it is checked.
Because this reconciles exports rather than tracking visitors, it works on months that have already closed. You are not instrumenting now to learn something in ninety days — you can answer for last quarter today, which is usually when the question is being asked.
Honest answers
Which is exactly why there is no attribution window. Export fees when earned and choose the date range to match.
Which is why signed, fee-earning matters are the measure. Unconverted calls cost nothing against your allowance.
None of it is needed. A contact detail, a fee and a date, nothing else.
Pricing
The price here is the price on the invoice, plus any sales tax that applies — no per-call, per-minute or per-form fees. Growth usually fits workers' compensation practices — thirteen months of history to compare a month to the same month last year, and a PDF you can put in front of whoever holds the budget.
A business scaling ad spend
$49/mo
billed monthly
Questions
Anything else? Talk to us — a person answers, usually the same day.
Signed or fee-earning claims: a client contact email or phone, the fee, and a date.
Export fees when earned; the match does not expire.
Yes — add referred clients to the lead file with the referrer as their source.
Only where an inquiry was captured — a tracking number or landing page list works.
Encrypted, isolated per workspace, deletable, DPA available. No medical detail is needed.
No. Where you already have them, a tracked caller's number is a clean key and raises the match rate, but nothing requires tracking numbers — the intake list your firm already keeps, alongside your ad platform leads is enough to start.
Yes, and for this practice area that is the right unit.
Claim rows analyzed in a calendar month. Call rows do not count.
Three years. Resolution routinely takes eighteen months or more, and a shorter file will match almost nothing.
Yes, if both the inquiry date and the resolution date are exported. In a schedule-fee practice this matters more than fee size.
Yes, where the lead file names them. Unions, physicians and prior clients each rank on collected fees.
No. The match reads a contact detail, an amount and a date — nothing about the injury, the treatment or the employer.
Yes, with an office column.
Re-export and re-upload that period with the corrected figures. The report is built from the file you supply, so the fix lives in your own ledger rather than in an adjustment inside the tool. Firms that re-run monthly find this resolves itself, because each run uses fresher numbers than the one before it did.
Monthly, with a quarterly read that carries more weight. Compensation work resolves slowly, so a single month is a small amount of new evidence about sources that were doing their work a year earlier. The monthly run keeps the data current; the quarterly one is where decisions about spend actually belong.
It is common, because volume and resolved value are different things. A source sending many inquiries can sit below one sending few, if the few resolve larger. Before acting, confirm the resolved amounts in your export are complete for the period, since a source weighted toward older claims looks thin while those fees are still outstanding.
Not yet. With slowly resolving claims, one month reflects work that arrived long before it, so a dip often describes a quiet stretch a year ago rather than anything happening now. Watch it for a quarter. If the same channel is soft across three consecutive months, that is a pattern worth spending against differently.
The mechanics are identical; only the reading changes. With one office the counts are small, so treat the output as an order of sources rather than a percentage you would quote to anyone. The advantage is that you probably know most referrers personally, which makes checking a surprising result far quicker than it is at scale.
Nearby
Match signed, fee-earning matters to the calls and campaigns that produced them, across settlements that land a year or more later.
See how it worksMatch retained matters and fees to the inquiries and campaigns behind them, on both the claimant and employer side.
See how it worksMatch signed, fee-earning matters to the calls and ads that produced them — including the ones that settled a year later.
See how it worksWhere your sales already are
Export resolved cases from Filevine, upload the intake records that produced them, and rank marketing on fees recovered rather than signups.
What to exportExport resolved cases from CasePeer, upload the leads behind them, and rank marketing on fee revenue rather than on signed retainers.
What to exportExport resolved cases from Litify, upload your intake sources, and rank a large acquisition budget on fee revenue.
What to exportFrom the blog
Call tracking answers one question well: which campaign produced the ring. It has no view of what happened after the call ended, which is where the money is decided. This is what the gap costs, and how to close it without replacing the call tracker you already have.
Read the articleOut-of-home advertising is sold on impressions nobody can click and measured, increasingly, with location data few buyers ask about. For a business that closes by phone or in person there is a better route: a number on the board, sales matched back to the calls it produced, and a comparison between the places the board could be seen and the places it could not.
Read the articleEvery attribution tool is built for businesses where the inquiry and the purchase happen in the same quarter. If yours does not, almost every default is wrong: the date ranges, the reporting cadence, the optimization signal and the patience of everyone involved.
Read the articleStart today
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