“Litify already reports on intake and case outcomes.”
It does, inside the system. It has no record of the television spot, the search advert or the vendor that produced the call.
For Litify
Export resolved cases from Litify, upload your intake sources, and rank a large acquisition budget on fee revenue.
No API key Nothing to install in LitifyNothing to install No card requiredNo card
CloseRev reads a Litify export of resolved cases — the client's phone or email, the attorney fee and the resolution date — and matches it against the intake sources that produced them. Firms on Litify are typically running high-volume intake against a large advertising budget, which makes the difference between cost per signed case and cost per fee dollar worth a great deal of money. Fees with no traceable intake source are reported as Direct / Unknown.
Last checked against Litify's own documentation on September 24, 2026.
The gap
Intake volume is measured hourly. Fee revenue per source is measured never.
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.
Captured at intake, which in a high-volume operation is the most reliably recorded field you have.
The firm's fee on resolution. Gross settlement rewards cases with the largest liens rather than the best economics.
When the case resolved. The intake date matters just as much and should come with it.
Practice area, and whether the case was referred out for a fee split. The second changes the economics completely.
Step by step
Written for somebody with Litify open in the next tab. Report names vary by edition, so each step says what to look for.
One row per resolution with a client contact detail, the attorney fee and the date.
At high volume, rejected intakes are a large and quantifiable cost that never appears in a cost-per-case figure.
A case referred to another firm for a share of the fee has entirely different economics and should not be averaged with cases the firm worked.
Resolution lags intake by a year or more, and fee distributions need volume before they stabilise.
The join runs on the phone and the email, normalised, grouped by when the case was signed rather than when it resolved.
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 Personal Injury page — not from a Litify account.
| 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
A firm spending heavily across television, search, social and lead vendors is making the same allocation decision every month, usually on cost per signed case.
If that metric is wrong by a factor of two for one channel — and in this practice area it routinely is — the error repeats every month until somebody measures fees instead.
The difference is not marginal: fee distributions in personal injury are dominated by a small number of cases, and which channel produces them is not correlated with which produces volume.
Measuring fees by intake source across several years is the only way to see it, and at this budget the measurement pays for itself many times over.
The report gives the median beside the total so a source carried by one exceptional case is visible as exactly that.
A firm screening thousands of enquiries a month is paying intake staff, technology and management to say no most of the time.
That cost is entirely absent from cost per signed case, which means the cheapest lead source can be the most expensive one the firm buys.
Exporting intakes including rejections puts a real cost per signed case beside the fee revenue, which is the comparison that changes vendor decisions.
It also identifies sources whose rejection reasons cluster — wrong jurisdiction, outside statute, no injury — which is usually fixable at the source rather than by cutting the channel.
Fixing it is cheaper than replacing the channel, and neither option is visible without the data.
A case the firm refers to another for a share of the fee produces revenue with almost no cost of work, on a timeline the firm does not control.
Averaged with cases worked in-house it flatters whichever source produced it and tells you nothing about capacity or margin.
Splitting them gives two honest rankings, and most firms find the sources feeding each are different in a way that suggests a deliberate strategy rather than an accident.
Where the export flags the referral-out, this is automatic; where it does not, the fee pattern usually identifies them.
The distinction also matters for forecasting, because referred-out fees arrive on somebody else's schedule.
Fees arriving this quarter came from cases signed one to three years ago, so a report grouped by resolution date ranks marketing that is no longer running.
Grouping by intake date instead puts each cohort of signed cases against the spend that produced it, which is the only version a media buyer can act on.
It does mean the most recent cohorts are incomplete, and the report says so rather than showing a partial year as though it were final.
Stating that clearly is what keeps the report usable: an incomplete cohort presented as complete is how a good channel gets cut in its first year.
Fair questions
It does, inside the system. It has no record of the television spot, the search advert or the vendor that produced the call.
At this fee distribution that metric is dominated by volume, and volume is not where the money is.
The cases take that long. Grouping by signing date lets you act on complete cohorts while the recent ones mature.
No. It reads exported files, so your cases, documents and intake records stay where they are.
Resolved cases with a client contact detail, the attorney fee and the resolution date, plus intake records including rejections.
The gross includes liens and costs the firm never receives, so ranking on it rewards the cases with the biggest medical bills.
At volume, screening is a large real cost, and it is entirely absent from cost per signed case.
Separately. They carry almost no cost of work and averaging them with worked cases describes neither.
Two to three years, because resolution lags intake and fee distributions need volume to stabilise.
Because fees arriving now came from spend one to three years ago, and grouping by resolution ranks marketing nobody is still running.
They are labelled incomplete rather than shown as final, which is how a good channel avoids being cut in its first year.
Yes, and it usually explains most of the difference between sources.
Any fee with no traceable intake source. Its size is stated 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 settlement terms. Encrypted in transit and at rest and deleted with the import.
Fee revenue per intake source grouped by signing date, median beside total, referred-out cases separated, and everything unmatched kept visible.
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.
Litify 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 Litify, no API key, and no need to have been tracking anything until now. Last year works as well as this month.