They say
“LEAP already reports on our matters.”
We say
It does. It has no record of which source produced the quote request, because that predates the matter.
For LEAP
A quote is not an instruction, and an instruction is not a completion.
Export billings from LEAP, upload the quote requests and referrals behind them, and rank sources on matters that completed and were paid.
No API key Nothing to install in LEAPNothing to install No card requiredNo card
CloseRev reads a LEAP export of billings — the client's phone or email, the amount and the date — and matches it against the quote requests, referrals and enquiries that produced the matter. Property work is quoted before it is won and can fall through after it is started, so a firm's real question is which sources produce instructions that complete. Revenue with no traceable enquiry is reported as Direct / Unknown.
Last checked against LEAP's own documentation on September 25, 2026.
The gap
The firm sends dozens of quotes a week, and nobody knows which sources produce clients who instruct, let alone complete.
LEAP 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 or the matter, captured when the quote was requested.
- Needed
Amount billed
Fees billed on the matter. Disbursements passed through to others are not the firm's revenue.
- Needed
Quote date and billing date
Both. The gap between them is the life of the transaction.
- Optional
Matter type and referrer
Sale, purchase, remortgage or other, and who referred it. Both change the ranking.
Step by step
Getting the file out of LEAP.
Written for somebody with LEAP open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export billings by matter
One row per bill with the client's contact detail, the fee and the date.
-
Export quote requests, including those that never instructed
The quote is the lead, and most never convert.
-
Record the referrer
Estate agents, mortgage brokers and past clients are usually most of a property practice's work.
-
Leave out disbursements
Searches and registration fees pass through the firm. Counting them inflates every source.
-
Upload both
The join runs on the phone and the email, normalised, with aborted matters kept visible.
What comes back
The page LEAP 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 Law Firms page — not from a LEAP account.
Traced to a channel$396,00066% of $600,000
Sales matched27 of 41high confidence only
Average sale$14,600per paid sale
| 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
What changes when the matter and the ad share a row.
The quote is the lead, and the conversion is two steps away
In property work a prospective client usually asks several firms for a quote, instructs one, and then the transaction either completes or does not.
A report that counts quote requests measures interest. One that counts instructions measures the firm's pricing and response. Only completions measure revenue.
Exporting quote requests alongside billings shows both conversion rates per source: quote to instruction, and instruction to completion.
Sources differ on both, and they usually differ on the first for pricing reasons and on the second for reasons the firm cannot control.
Seeing which is which prevents a firm cutting a source because of a chain of transactions that fell through.
The quote-to-instruction rate is also the one the firm controls. It moves with price, with how quickly the quote goes out and with how it reads, and a source whose enquirers keep choosing somebody else is usually telling the firm something about the quote rather than about the source.
Referrers are the practice, and each one can be ranked
Estate agents, mortgage brokers and past clients send a large share of property work to the firms they trust.
Recorded as one source called referral, they hide the fact that a small number of relationships usually produce most of the completed fees.
Recording who referred each matter lets the report rank referrers on completed fees, not on how many quotes they passed on.
That list is the one a practice's relationship effort should follow, and it also shows referrers whose volume has quietly dropped.
Ranking them on completed fees rather than on quotes matters because some referrers pass on a great many enquiries from clients shopping purely on price. They look generous in a volume count and produce little, and the completion figure is the one that says so politely.
Aborted transactions cost the file
A transaction that falls through after instruction has already consumed work: searches ordered, enquiries raised, documents reviewed.
Whether any of that is billed depends on the firm's terms, and where it is not, an aborted matter is a cost with no revenue.
Abort rates differ by source — a referrer whose clients' chains keep collapsing is costing the firm more than their quote count suggests.
Keeping aborted matters in the file makes that cost visible per source, which a revenue-only report cannot do.
A property client comes back
Somebody who bought through the firm often sells through it years later, and may need a will, a lease or a remortgage in between.
A report that looks only at the first matter credits the source for one transaction and misses the relationship it started.
Summing billings by client over a longer window, with the first matter kept apart from later ones, shows which sources produce clients who return.
That is usually the argument for the referral relationships, which produce clients who already trust the firm before they arrive.
It is also the argument for treating completion as the start of something rather than the end. A client who completes happily is the firm's cheapest future instruction, and the report is how a practice finds out which sources produce clients like that.
Fair questions
“LEAP already does that.” Not quite.
They say
“Most of our work is referred.”
We say
Then naming the referrer is the highest-value change, and the report will rank them on completed fees.
They say
“Aborted matters are not our fault.”
We say
Often they are not. They still differ by source, and knowing which is useful either way.
No. It reads a file you exported, so your matters, documents and accounts stay where they are.
Billings by matter with the client's contact detail, the fee and the date, plus quote requests.
The quote is the lead. Without the ones that did not convert there is no conversion rate.
No. They pass through the firm and inflate every source equally.
Yes, where the referrer is recorded, on completed fees rather than on quotes passed on.
Kept in the file and reported per source, because they cost work whether or not they are billed.
Yes, where the export carries it. Sales, purchases and remortgages behave differently.
Long enough for a transaction to complete — usually several months — and longer to see returning clients.
Reported separately from the first matter, so the decision stays yours.
Any billing with no traceable enquiry or referrer.
A contact detail, an amount and a date, plus a matter type or referrer if you include them. No property addresses required, no documents, no ledger. Encrypted in transit and at rest and deleted with the import.
Completed fees per source and referrer, quote-to-instruction and instruction-to-completion rates, aborted matters visible, and everything unmatched reported.
By trade
Trades that run LEAP.
What the report looks like once the export is in, written for each one.
Other systems
Also worth reading.
Running more than one system, or comparing? The method is the same and the columns are not.
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All 119 systems 
LEAP 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 LEAP, no API key, and no need to have been tracking anything until now. Last year works as well as this month.