They say
“CasePeer already reports by referral source.”
We say
On cases and settlements inside the system. It has no record of the advert, the billboard or the search that produced the call.
For 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.
No API key Nothing to install in CasePeerNothing to install No card requiredNo card
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.
Last checked against CasePeer's own documentation on September 24, 2026.
The gap
Every lead source reports cost per signed case, which treats a soft tissue claim and a catastrophic injury as the same event.
CasePeer sees
What was sold, to whom, and for how much.
no shared row
Your ad account sees
The click, the keyword, the call, and what each one cost.
The file
What the export needs in it.
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
- Needed
Client phone or email
On the client record from intake. The intake phone number is the best key you have.
- Needed
Attorney fee
The firm's fee on resolution, not the gross settlement. The gross flatters cases with large medical liens.
- Needed
Resolution date
When the case resolved. Keep the intake date too — the lag is the defining feature of this practice area.
- Optional
Case type
Auto, premises, trucking, catastrophic. Fee distributions differ by orders of magnitude between them.
Step by step
Getting the file out of CasePeer.
Written for somebody with CasePeer open in the next tab. Report names vary by edition, so each step says what to look for.
-
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.
What comes back
The page CasePeer cannot show you.
Revenue by channel, the count of sales behind each figure, and an honest bucket for the ones nobody could trace. Sample figures, from the worked example on the Personal Injury page — not from a CasePeer account.
Traced to a channel$640,00064% of $1,000,000
Sales matched20 of 31high confidence only
Average sale$32,000per paid sale
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 14 | $470,000 | |
| Meta Ads | 3 | $80,000 | |
| TV & radio | 3 | $90,000 | |
| Direct / Unknown | 11 | $360,000 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
What changes when the case and the ad share a row.
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.
Fair questions
“CasePeer already does that.” Not quite.
They say
“Two years is too long to wait.”
We say
The cases take that long whatever you measure. The alternative is a fast number about signed retainers, which is not what you are buying.
They say
“We rank on cost per signed case.”
We say
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.
By trade
Trades that run CasePeer.
What the report looks like once the export is in, written for each one.
- Personal InjuryWhich channels produced signed PI cases?
- Law FirmsWhich ads produced cases you actually signed?
- Workers' CompensationWhich channels produced signed comp cases?
- Auto Repair ShopsWhich channels produced paid repair orders?
- Criminal DefenseWhich channels produced retained defence matters?
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
Closed-sales file Filevine Personal injury and mass tort firms Closed-sales file What to export Closed-sales file MyCase Small and mid-sized law firms Closed-sales file What to export Closed-sales file PracticePanther Small law firms billing hourly Closed-sales file What to export
All 68 systems 
CasePeer and the other product names and logos on this page belong to their owners and are shown to identify the software a file comes from. CloseRev is not affiliated with or endorsed by them, and connects to none of them: it reads a file you export.
Start today
Two exports, and you will know.
Nothing to install in CasePeer, no API key, and no need to have been tracking anything until now. Last year works as well as this month.