Eles dizem
“CasePeer already reports by referral source.”
Nós dizemos
On cases and settlements inside the system. It has no record of the advert, the billboard or the search that produced the call.
Para CasePeer
Two signed cases. One is worth a thousand dollars and one is worth three hundred thousand.
Export resolved cases from CasePeer, upload the leads behind them, and rank marketing on fee revenue rather than on signed retainers.
Sem chave de API Nada para instalar no CasePeerNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a CasePeer export of resolved cases — the client's phone or email, the attorney fee and the resolution date — and matches it against the calls, forms and referrals that produced the intake. Personal injury is the extreme case of a long lag and a wildly uneven case value, which is why cost per signed case is such a poor guide. Fees with no traceable lead are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio CasePeer em 24 de setembro de 2026.
A lacuna
Every lead source reports cost per signed case, which treats a soft tissue claim and a catastrophic injury as the same event.
O CasePeer vê
O que foi vendido, para quem e por quanto.
nenhuma linha em comum
Sua conta de anúncios vê
O clique, a palavra-chave, a ligação e quanto cada um custou.
O arquivo
O que a exportação precisa ter.
Três coisas sustentam a correspondência: quem, quanto e quando. O resto é opcional e só muda como o relatório pode ser detalhado.
- Obrigatória
Client phone or email
On the client record from intake. The intake phone number is the best key you have.
- Obrigatória
Attorney fee
The firm's fee on resolution, not the gross settlement. The gross flatters cases with large medical liens.
- Obrigatória
Resolution date
When the case resolved. Keep the intake date too — the lag is the defining feature of this practice area.
- Opcional
Case type
Auto, premises, trucking, catastrophic. Fee distributions differ by orders of magnitude between them.
Passo a passo
Como tirar o arquivo do CasePeer.
Escrito para quem está com o CasePeer aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export resolved cases
One row per resolved case with a client contact detail, the attorney fee and the resolution date.
-
Use the fee, not the settlement
The gross includes medical liens and costs that never reach the firm. Ranking marketing on it rewards the cases with the biggest bills.
-
Take two years
A case signed today resolves in a year or three. A twelve-month file measures the marketing of two years ago and calls it current.
-
Export every lead source
Call tracking, paid search, television and radio where you run it, referral sources and any lead vendor. Contact detail plus source.
-
Upload both
The join runs on the phone and the email, normalised, with the intake date carried through so the lag stays visible.
O que você recebe
A página que o CasePeer não consegue mostrar.
Receita por canal, a quantidade de vendas por trás de cada número e uma categoria honesta para as que ninguém conseguiu rastrear. Números de exemplo, do caso prático da página Danos pessoais — não de uma conta do CasePeer.
Atribuída a um canal$640,00064% de $1,000,000
Vendas com correspondência20 de 31só alta confiança
Ticket médio$32,000por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 14 | $470,000 | |
| Meta Ads | 3 | $80,000 | |
| TV e rádio | 3 | $90,000 | |
| Direto / Desconhecido | 11 | $360,000 |
Vendas sem correspondência ficam em Direto / Desconhecido. Nunca são distribuídas entre os canais pagos para melhorar o total.
O argumento
O que muda quando cada case e o anúncio ficam na mesma linha.
Fee distribution is so skewed that averages mislead
Most resolved cases produce a modest fee and a small number produce very large ones. That is the shape of the practice area, not a quirk of one firm.
An average fee per source is therefore dominated by whichever source happened to produce the outlier, and a twelve-month ranking built on it will not survive the next year.
The report gives the median alongside the total and shows the distribution rather than collapsing it, so a source carried entirely by one case is visible as exactly that.
Over two years the picture stabilises enough to act on, which is the practical argument for the longer window.
The lag means you are always judging old marketing
A case signed in March 2026 may resolve in 2028. Any report on fees received this year is a report on the marketing that ran two years ago.
That is unavoidable, and pretending otherwise by measuring signed retainers instead swaps a slow true answer for a fast misleading one.
Carrying the intake date through lets the report group by when the case was signed rather than when it resolved, which is the version a marketing decision actually needs.
It also exposes sources whose cases resolve faster, which matters to a firm's cash position quite apart from what they are worth.
Case type is the variable that explains most of the difference
A trucking case and a minor rear-end collision are not the same product. Their fees, their costs and their duration differ by orders of magnitude.
A source that produces mostly one type will be ranked as though it produced the mix, which is how firms end up buying more of the channel that brings volume and less of the one that brings value.
Where the export carries a case type, the report splits on it, and that split is very often the entire finding.
It also makes the rejected intakes meaningful: a source producing many enquiries your firm will not take has a cost that never appears in a cost-per-signed-case figure.
Referrals are a channel and they are rarely costed
Referrals from other attorneys and from former clients produce a significant share of most personal injury firms' fee revenue, often the largest single share.
Because no invoice arrives for them, they are treated as free and left out of the comparison entirely, which distorts every paid channel's apparent share.
Recording a referral source at intake puts them in the same file on the same money, alongside the fee splits that make them less free than they look.
Firms that do this usually discover the paid channels are being asked to carry a much smaller share of the practice than anybody assumed.
Perguntas justas
“O CasePeer já faz isso.” Não exatamente.
Eles dizem
“Two years is too long to wait.”
Nós dizemos
The cases take that long whatever you measure. The alternative is a fast number about signed retainers, which is not what you are buying.
Eles dizem
“We rank on cost per signed case.”
Nós dizemos
That treats every case as equal, and in this practice area the values differ by three orders of magnitude.
No. It reads a file you exported, so your case files, documents and notes are not reachable from here.
Resolved cases with a client contact detail, the attorney fee and the resolution date.
The gross includes liens and costs the firm never receives. Ranking on it rewards the cases with the largest medical bills.
Two years. The lag from intake to resolution is the defining feature of the practice area.
Yes, where the intake date is exported, and that is the grouping a marketing decision needs.
Reported as outliers, with the median shown beside the total, so one case cannot silently rank a source.
Yes, where the export carries one, and it usually explains most of the difference between sources.
Yes. A source producing enquiries your firm will not take has a real cost that cost per signed case hides.
Where they are recorded at intake, and including them usually changes every paid channel's apparent share.
Any fee with no traceable lead. The size of that bucket is reported 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 documents, no settlement terms. Encrypted in transit and at rest and deleted with the import.
Fee revenue per source grouped by intake period, median beside total, split by case type where available, and everything unmatched kept visible.
Por setor
Setores que usam o CasePeer.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Danos pessoaisQuais canais geraram casos de danos pessoais contratados?
- Escritórios de advocaciaQuais anúncios geraram casos que vocês realmente fecharam?
- Acidentes de trabalhoQuais canais geraram casos de acidente de trabalho contratados?
- Oficinas mecânicasQuais canais geraram ordens de serviço pagas?
- Defesa criminalQuais canais geraram defesas contratadas?
Outros sistemas
Também vale a leitura.
Usa mais de um sistema ou está comparando? O método é o mesmo; as colunas, não.
Arquivo de vendas fechadas Filevine Personal injury and mass tort firms Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas MyCase Small and mid-sized law firms Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas PracticePanther Small law firms billing hourly Arquivo de vendas fechadas O que exportar
Todos os 68 sistemas 
CasePeer e os demais nomes de produtos e logotipos desta página pertencem aos seus donos e aparecem para identificar o software de onde vem um arquivo. A CloseRev não é afiliada a eles nem endossada por eles, e não se conecta a nenhum: ela lê um arquivo que você exporta.
Comece hoje
Duas exportações, e você vai saber.
Nada para instalar no CasePeer, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.