They say
“We ask every caller how they found us.”
We say
Keep doing it, and expect it to disagree with the evidence. Callers say the internet, or a friend, or they do not recall — the error is systematic rather than random.
For MyCase
MyCase knows what the matter collected. It does not know which advert produced the call.
Export collected fees, upload the enquiries that produced them, and rank your marketing on money rather than on consultations booked.
No API key Nothing to install in MyCaseNothing to install No card requiredNo card
CloseRev reads a MyCase export of collected fees — the client's phone or email, the amount collected and the payment date — and matches it against the calls and forms that produced the enquiry. For a firm the gap between enquiry and fee runs to months, and one signed matter can be worth more than a year of another practice area's work. Matters it cannot trace are reported as Direct / Unknown rather than shared out across channels.
Last checked against MyCase's own documentation on September 24, 2026.
The gap
Your intake log says where the enquiry came from, when somebody remembered to ask. Your fees are in MyCase. Nothing in your firm connects the two.
MyCase 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 the matter belongs to. Take both where you have them — a client's mobile is what they rang from and their email is what they filled a form in with.
- Needed
Collected fees
What was actually received rather than what was billed. In firms with any write-off or fee dispute those are different numbers, and only one of them paid for the marketing.
- Needed
Payment or matter date
When the money came in, or when the matter opened. They answer different questions and the gap between them can be very long on contingency work.
- Optional
Practice area
Family, personal injury, criminal, estate. It is the most useful optional column in the file, because channels perform completely differently across them.
Step by step
Getting the file out of MyCase.
Written for somebody with MyCase open in the next tab. Report names vary by edition, so each step says what to look for.
-
Export collected fees by matter
One row per matter with a client contact detail, the amount collected and a date. Look for the export listing matters with what they collected rather than a specific report name.
-
Use collected rather than billed
Billed fees flatter every channel equally until they do not — a practice area with collection problems will look better than it is, and that is the practice area you would then spend more on.
-
Export your enquiries
Call tracking, the website forms, the intake log, any directory or marketplace you pay for. Contact detail plus where the enquiry came from.
-
Go back far enough to cover the cycle
Months for most practice areas and considerably longer for contingency work. A short file will attribute the fast, small matters and miss the ones that mattered.
-
Upload both
The join is the phone and the email, normalised on both sides. Weak links are put in front of a person rather than counted automatically.
What comes back
The page MyCase 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 MyCase 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.
Practice areas are different businesses sharing a phone number
A family matter, a criminal defence, an estate plan and a personal injury claim have different fee structures, different cycles, different close rates and completely different economics. A firm doing three of them runs three businesses.
Marketing is bought centrally and reported centrally, so a single cost per enquiry is compared against a single average fee. That number describes no practice area the firm actually has.
Splitting collected fees by practice area and by channel is the report the managing partner needs and cannot get, because the fees are in MyCase and the channels are in an ad account.
Contingency work makes period reporting meaningless
A personal injury matter signed today may collect nothing for two years and then collect a great deal at once. There is no partial credit along the way and nothing an ad platform can report on in the meantime.
That produces a specific and expensive error: the channel producing your best contingency matters appears to produce nothing, quarter after quarter, until it suddenly appears to produce everything. Budgets get cut in the meantime.
Matching a fee export that reaches back years is the only way to see it. Where a firm mixes contingency and hourly work, reading them separately is not optional — averaged, each hides the other.
Consultations booked is not the thing to optimise
Consultations are countable, close enough to the click for an ad platform to report, and they are what most firms rank channels on for exactly those reasons.
The conversion from consultation to signed matter varies enormously by channel, and it varies in a direction that punishes the obvious optimisation: the cheapest consultations are frequently the least likely to sign, and the most expensive channel can produce the highest collected fees per pound spent.
With both files uploaded the report gives consultation-to-fee by channel. Firms that have never seen that number are usually surprised by it, and the surprise is normally worth money.
What leaves the firm, and what cannot
Three columns and an optional practice area. No matter description, no documents, no notes, no time entries and nothing that touches privilege — none of it is usable by a match on a phone number and none of it is asked for.
That constraint is not a compliance flourish, it is a design property. A system that only ever needs a contact detail, an amount and a date cannot leak a client's business, because it was never given it.
Fair questions
“MyCase already does that.” Not quite.
They say
“Our matters take years to pay.”
We say
That is precisely why period-based ad reporting fails a firm, and why matching fees back to their original enquiry is the only honest reading.
They say
“We cannot send client data anywhere.”
We say
You are not being asked to. A contact detail, an amount and a date — no matter detail, no documents, nothing under privilege.
No. It reads a file you exported; no credential to your firm's account is held.
Collected fees by matter, with a client contact detail, the amount and a date.
Collected. Billed fees make a practice area with collection problems look like your best marketing.
Yes, and you should. Channels perform so differently across practice areas that a blended figure describes none of them.
Beyond your longest cycle. Months for most work, years where contingency matters are involved.
They match on the original enquiry however long ago it was, which is the whole point — the ad platform gave up on that lead two years ago.
Yes, with both files uploaded, and it frequently reorders the channels.
Yes, on the same axis as everything else, rather than being judged on its own reporting.
They are reported as Direct / Unknown and never attributed on a name.
If you record them as a source, they rank beside paid channels — and for most firms that comparison is overdue.
A contact detail, an amount and a date, plus a practice area if you include one. No matter descriptions, no documents, no time entries, nothing under privilege. Encrypted in transit and at rest, isolated to your firm's workspace, deleted with the import.
Collected fees by channel and by practice area, the share matched, and everything unmatched reported as unmatched.
By trade
Trades that run MyCase.
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.
Closed-sales file Clio Law firms on Clio Manage and Clio Grow Closed-sales file What to export Lead and call file CallTrackingMetrics Teams whose leads arrive by phone and by form Lead and call file What to export Lead and call file CallRail Businesses whose sales close on the phone Lead and call file What to export
All 60 systems 
MyCase 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 MyCase, no API key, and no need to have been tracking anything until now. Last year works as well as this month.