Eles dizem
“Our cases take years, so attribution cannot work.”
Nós dizemos
It is the reason it has to be done this way. A file covering four years can see what no advertising platform can, because it is not trying to report on a window.
Para Filevine
The case that settled this year was signed two years ago.
Export resolved cases from Filevine, upload the intake records that produced them, and rank marketing on fees recovered rather than signups.
Sem chave de API Nada para instalar no FilevineNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a Filevine export of resolved cases — the client's phone or email, the fee recovered and the resolution date — and matches it against the intake records that produced the signup, often years earlier. Plaintiff work has the longest and most extreme revenue distribution in this catalogue: most cases are modest and a few carry the firm. Cases with no traceable intake are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio Filevine em 24 de setembro de 2026.
A lacuna
You spend heavily on intake and judge it on cost per signed case, because waiting two years for the real answer is not something any reporting tool offers.
O Filevine 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 the case belongs to. Intake is overwhelmingly telephonic in this practice, so the phone number is the key that matters most.
- Obrigatória
Fee recovered
The firm's fee rather than the gross settlement. Gross flatters case types with high costs and makes a channel producing expensive litigation look better than it was.
- Obrigatória
Resolution or disbursement date
When the case resolved or the fee was disbursed. Either works; disbursement ties to cash and resolution ties to the legal outcome.
- Opcional
Case type
Auto, premises, medical, mass tort. Fee distributions differ so sharply between them that a blended figure is close to meaningless.
Passo a passo
Como tirar o arquivo do Filevine.
Escrito para quem está com o Filevine aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export resolved cases with fees
One row per case with a client contact detail, the fee and a date. Look for the export listing resolved matters with their financial outcome.
-
Use the firm's fee, not the gross recovery
Gross settlement counts money that went to liens, experts and costs. Two channels with identical gross can differ enormously in what the firm actually kept.
-
Export intake records
Call tracking, the intake platform, television and radio response logs, marketplace and lead vendor files. Contact detail plus the source.
-
Go back as far as the files allow
Two to four years is normal for this work. This is the catalogue's clearest case for exporting everything you have rather than a convenient window.
-
Upload both
The join runs on the phone number, normalised, and the report separates the few large fees from the many small ones rather than averaging them.
O que você recebe
A página que o Filevine 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 Filevine.
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.
A handful of cases carry the year, and averages hide them
Fee outcomes in plaintiff work are not normally distributed and not close to it. A large share of the year's revenue can come from a very small number of cases, and the rest of the docket roughly covers costs.
Any metric built on an average — cost per signed case, average case value, cost per lead — is therefore describing the part of the business that does not pay for itself. It is not a rough guide, it is a systematically misleading one.
Matching fees back to sources shows which channel produced the cases that mattered. That is frequently not the channel producing the most signups, and the gap between those two rankings is the whole point of doing this.
Cost per signed case is the metric everybody uses and it is measuring the wrong end
Signed cases arrive within weeks, which makes them countable, reportable and optimisable. Fees arrive years later, which makes them none of those things without a file like this.
So intake spend gets optimised toward whatever signs cheaply, and the channels that sign cheaply are systematically the ones producing weaker cases. The optimisation works exactly as designed and moves the firm in the wrong direction.
Reading fees per pound spent, per source, is the only version of this question worth answering. It requires patience and a long file, and nothing else.
Case type is where the distribution actually lives
An auto case, a premises case and a medical malpractice case have different cycles, different costs, different fee structures and different ceilings. A firm running several is running several businesses.
Marketing is bought against case types deliberately — different keywords, different creative, different vendors — so attributing without the case type throws away the dimension the spend was organised around in the first place.
Where the export carries it, the report splits on it, and a channel that looked mediocre overall is frequently excellent in one type and poor in another.
Referral fees and co-counsel are revenue too
Cases referred out still earn the firm a fee, and cases referred in cost one. Neither looks like the standard flow and both are real money attached to a client who came from somewhere.
Left out of the export, the sources that mainly produce referable cases will appear to produce nothing. Included, they rank properly.
Where the export distinguishes referral fees from fees earned on cases worked, keep the distinction — they have very different margins and the marketing decisions that follow differ accordingly.
Perguntas justas
“O Filevine já faz isso.” Não exatamente.
Eles dizem
“We judge intake on cost per signed case.”
Nós dizemos
Everyone does, and it optimises toward cheap signups. Fees per pound spent frequently ranks the sources differently.
Eles dizem
“We cannot share case information.”
Nós dizemos
None is asked for. A contact detail, a fee and a date — no case facts, no medical records, no documents, nothing privileged.
No. It reads a file you exported; no credential to your firm's account is held.
Resolved cases with a client contact detail, the fee and a date.
The firm's fee. Gross counts money that went to liens and costs and flatters expensive case types.
As far as you have. Two to four years is normal here and a short file will mislead.
Yes, and you should. Fee distributions differ so much between types that a blended figure means very little.
If you capture response — a tracked number, a distinct landing page — then yes, on the same axis as digital.
Include the referral fee. Otherwise sources producing referable cases appear to produce nothing.
Include them at zero. A source producing cases that do not pay should rank accordingly.
Yes, on fees recovered rather than on their own reporting, which is usually the comparison a firm most wants.
Direct / Unknown, and never attributed to whichever campaign happened to be running when the case resolved.
A contact detail, a fee and a date, plus a case type if you include one. No case facts, no medical records, no documents, nothing under privilege. Encrypted in transit and at rest, isolated to your firm's workspace, deleted with the import.
Fees by source and by case type, the concentration of those fees rather than an average, and everything unmatched kept visible.
Por setor
Setores que usam o Filevine.
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?
- Defesa criminalQuais canais geraram defesas contratadas?
- Direito do trabalhoQuais canais geraram casos trabalhistas com honorários?
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 CasePeer Personal injury firms Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Clio Escritórios de advocacia no Clio Manage e no Clio Grow 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 
Filevine 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 Filevine, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.