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For Litify

At this spend, a wrong ranking costs more than the reporting ever would.

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.

Litify 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.

  1. Needed

    Client phone or email

    Captured at intake, which in a high-volume operation is the most reliably recorded field you have.

  2. Needed

    Attorney fee

    The firm's fee on resolution. Gross settlement rewards cases with the largest liens rather than the best economics.

  3. Needed

    Resolution date

    When the case resolved. The intake date matters just as much and should come with it.

  4. Needed

    Case type and referral-out flag

    Practice area, and whether the case was referred out for a fee split. The second changes the economics completely.

Step by step

Getting the file out of Litify.

Written for somebody with Litify open in the next tab. Report names vary by edition, so each step says what to look for.

  1. Export resolved cases

    One row per resolution with a client contact detail, the attorney fee and the date.

  2. Export intake records, including rejections

    At high volume, rejected intakes are a large and quantifiable cost that never appears in a cost-per-case figure.

  3. Flag referred-out cases

    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.

  4. Take two to three years

    Resolution lags intake by a year or more, and fee distributions need volume before they stabilise.

  5. Upload

    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

The page Litify 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 Litify account.

Traced to a channel$640,00064% of $1,000,000
Sales matched20 of 31high confidence only
Average sale$32,000per paid sale
ChannelShareSalesRevenue
Google Ads14$470,000
Meta Ads3$80,000
TV & radio3$90,000
Direct / Unknown11$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.

At scale the cost of a wrong ranking compounds quietly

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.

Rejected intakes are a large, measurable cost at volume

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.

Referred-out cases are a different business and must be separated

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.

Group by signing date, not by resolution date

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

“Litify already does that.” Not quite.

They say

“Litify already reports on intake and case outcomes.”

We say

It does, inside the system. It has no record of the television spot, the search advert or the vendor that produced the call.

They say

“We rank on cost per signed case.”

We say

At this fee distribution that metric is dominated by volume, and volume is not where the money is.

They say

“Three years is too slow to act on.”

We say

The cases take that long. Grouping by signing date lets you act on complete cohorts while the recent ones mature.

Questions

Litify, specifically.

Something else? Ask us and a person answers.

No. It reads exported files, so your cases, documents and intake records stay where they are.

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

Two exports, and you will know.

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.