“Clio Grow already tracks referral sources.”
It records where intake believed the client came from. This adds what that source collected in fees and which campaign was behind it, neither of which the intake record holds.
For Clio
Match collected fees to the campaigns and calls that produced the client, across the months between the first call and the money.
No API key Nothing to install in Clio No card required
The gap
A signed matter is not revenue. A contingency matter may not be revenue for two years. Every marketing report you have ever seen stops at the consultation.
What was sold, to whom, and for how much.
The click, the keyword, the call, and what each one cost.
The file
Three things carry the match: who, how much, and when. Anything else is optional and only changes how the report can be sliced.
The contact on the matter. Phone matters here — legal intake is overwhelmingly a phone conversation.
Money actually received, not billed. Billed-and-uncollected is not revenue and differs sharply by practice area.
Use the payment date for revenue and the matter open date if you also want cycle length.
A family matter and a catastrophic injury matter do not belong in the same average.
Step by step
Written for somebody with Clio open in the next tab. Report names vary by edition, so each step says what to look for.
One row per payment or per matter, carrying the client's contact detail, the amount collected and a date. Clio's reporting exports to CSV.
Twelve months for transactional work, two to three years where contingency matters are a meaningful share of revenue.
A matter list with names and no phone or email cannot be matched. The contact detail is the join.
Column mapping is suggested and confirmed by you. Manual mapping is always available.
Your call tracking export is usually the most valuable second file in this segment, alongside the ad platform exports.
What comes back
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 Law Firms page — not from a Clio account.
| Channel | Share | Sales | Revenue |
|---|---|---|---|
| Google Ads | 18 | $312,000 | |
| Meta Ads | 6 | $54,000 | |
| Email marketing | 3 | $30,000 | |
| Direct / Unknown | 14 | $204,000 |
Unmatched sales stay in Direct / Unknown. They are never spread across the paid channels to make the total look better.
The argument
Legal marketing is measured at the top of the funnel because that is the only place anything is countable quickly. Cost per lead, cost per consultation, cost per signed matter. All three are available within days, and none of them is revenue.
The revenue arrives when the matter resolves. For a transactional practice that might be weeks. For personal injury it is commonly a year or more, and the fee depends on a settlement nobody could predict at intake. So the campaign that produced a case is scored long before anyone knows what the case was worth.
Matching collected fees back to the client removes the timing problem entirely. The client who called in March 2025 and whose fee was collected in July 2026 is one match, and the campaign running in March 2025 is credited with the fee. There is no window to expire and no model to trust.
In most practice areas the spread between an ordinary matter and an exceptional one is enormous, and the exceptional ones carry the year. Ranking channels on signed matters treats a routine case and a career case as one each.
Ranking on collected fees does not. A channel that produces fewer but larger matters moves to the top, which is where it belongs and where no lead-based report will ever put it. This single change is the most common reason a firm's channel ranking inverts.
Legal intake happens on the phone. A prospective client searches, clicks, reads for ninety seconds and calls. The form, where one exists, is a fallback. That means the conversion the ad platform records — if it records one at all — is a call event with no outcome attached.
A call tracking export supplies the caller's number and the campaign; Clio supplies the fee and the client's number. Those two files join on the number, which is why this segment reconciles unusually well. Firms that already run call tracking usually get a high match rate on the first upload.
A firm running family, criminal and personal injury work has three different buying cycles, three different fee structures and three completely different advertising markets. A blended cost per client across them is not a number anybody can act on.
A practice area column splits the report so each can be funded on its own evidence. For multi-office firms, an office column does the same thing on Growth and above.
A personal injury or mass tort practice will get almost nothing useful from twelve months of data, because the fees collected this year came from matters signed one to three years ago. The first upload should be three years wherever contingency work is a meaningful share of revenue.
That sounds like a burden and is usually not: the export is the same report with a wider date range. What it changes is the quality of the answer — with three years the report can show which channels produced the cases that actually resolved, which is the only version of the question a managing partner cares about.
Transactional practices are the opposite. Estate planning, immigration and family work resolve fast enough that twelve months is genuinely sufficient.
Fair questions
It records where intake believed the client came from. This adds what that source collected in fees and which campaign was behind it, neither of which the intake record holds.
Which is the argument for measuring them rather than estimating. Only fees actually collected count, so nothing is projected.
The match reads a contact detail, an amount and a date. No matter detail, no notes, nothing about the case. Data is encrypted, workspace-isolated and deletable, and a DPA is available.
Collected fees or payments: a client phone or email, the amount collected, and a date.
Collected. Billed-and-uncollected is not revenue, and realisation differs by practice area and by channel.
A year for transactional work; two to three where contingency matters carry the revenue.
Yes, with a practice area column. It is the most important cut on this report.
Not required, but legal intake is a phone business and a call export is usually the strongest second file.
A contact detail, an amount and a date. Nothing about the matter itself.
Yes, with an office column, on Growth and above.
Yes, if both the intake file and the payment file are uploaded.
Upload the referring firms as a source file and they rank on collected fees beside paid channels.
They are reported as Direct / Unknown and are never distributed across paid channels.
Three years. Fees collected this year came from matters signed one to three years ago, and a shorter file will understate every channel.
Yes, if you upload signed matters and collected fees as separate stages.
By trade
What the report looks like once the export is in, written for each one.
Other systems
Running more than one system, or comparing? The method is the same and the columns are not.
Clio 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
Nothing to install in Clio, no API key, and no need to have been tracking anything until now. Last year works as well as this month.