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Para Lawmatics

You can see every stage of intake and none of the money.

Export your leads from Lawmatics, match them against collected fees, and rank intake sources on what they actually produced.

Sem chave de API Nada para instalar no LawmaticsNada para instalar Sem cartão de créditoSem cartão

Lawmatics sits on the lead side in CloseRev, and it is one of the strongest lead files in this catalogue: it holds the enquiry, the source, the campaign and every stage the intake team moved it through. What it cannot see is the fee, because the money is billed somewhere else. Matching its leads against collected fees from the practice management system completes the picture. Fees with no traceable lead are reported as Direct / Unknown.

Verificado pela última vez na documentação do próprio Lawmatics em 24 de setembro de 2026.

A lacuna

Consultations booked is the number everyone watches, and it is two steps away from anything the firm banks.

O Lawmatics 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.

  1. Obrigatória

    Lead phone or email

    Captured at enquiry. Intake software keeps this cleaner than almost any other system a firm runs.

  2. Obrigatória

    Source and campaign

    Where the enquiry came from, as recorded at capture rather than reconstructed later.

  3. Obrigatória

    Lead date and stage history

    When it arrived and how far it got. The stage it stopped at is the diagnostic half of this report.

  4. Opcional

    Practice area

    Which area the enquiry was for. Fee economics differ enough that a blended ranking is rarely usable.

Passo a passo

Como tirar o arquivo do Lawmatics.

Escrito para quem está com o Lawmatics aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.

  1. Export leads with source and stage

    One row per lead with a contact detail, the source, the date and the furthest stage reached.

  2. Export collected fees

    From the practice management or billing system: client contact detail, amount, date.

  3. Keep the leads that went nowhere

    They are most of the file and all of the cost. A report on signed clients alone cannot rank a source.

  4. Take a year or more

    Longer where the practice areas are slow. The window should fit the fee, not the funnel.

  5. Upload both

    The join runs on the phone and the email, normalised, with the stage reached carried through.

O que você recebe

A página que o Lawmatics 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 Escritórios de advocacia — não de uma conta do Lawmatics.

Atribuída a um canal$396,00066% de $600,000
Vendas com correspondência27 de 41só alta confiança
Ticket médio$14,600por venda paga
CanalParcelaVendasReceita
Google Ads18$312,000
Meta Ads6$54,000
E‑mail marketing3$30,000
Direto / Desconhecido14$204,000

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 lead e o anúncio ficam na mesma linha.

Being the lead file is the rarer and more valuable half

Most of this catalogue describes systems holding the money, and the persistent problem is that the lead side does not exist in any usable form.

A firm running intake properly already has it: every enquiry, its source, its campaign and its progress, recorded at the moment it arrived rather than remembered afterwards.

That makes the match unusually clean, and it means the work is mostly on the other side — getting collected fees out of the billing system in the same shape.

It also means the resulting report can be trusted at a finer grain than usual, down to campaign rather than merely channel.

Firms in this position are the ones for whom honest attribution is cheapest, and they are frequently the ones not doing it.

The stage a lead stopped at tells you which problem you have

An enquiry that never got a call back, one that booked a consultation and did not attend, and one that attended and did not sign are three different failures.

They have three different fixes — staffing, confirmation process, the consultation itself — and only one of them is a reason to change the marketing.

Because the stage history is in the file, the report can show where each source's leads stop, not merely how many produced fees.

The most common finding is that a source blamed for poor quality was producing leads nobody reached within a day.

Cutting that source would have removed the symptom and kept the cause, which is the outcome this report exists to prevent.

Consultations booked is a proxy that behaves badly

It is the metric intake teams are measured on because it is available immediately, and it is only loosely connected to fee revenue.

Sources that produce willing consultation-takers and few signed clients score well on it indefinitely, and nothing inside the funnel contradicts that.

Fees collected per lead, measured over a year, reorders the list and usually vindicates one source that the booking metric had buried.

Neither number is wrong; they measure different things, and only one of them is what the firm banks.

The report shows both side by side so the gap is visible rather than argued about.

Practice area splits the ranking into decisions

A firm handling several areas has different fee sizes, cycle lengths and conversion patterns in each, and a blended cost per client describes none of them.

A source producing mostly one area will be judged as though it produced the mix, which is how a good specialist channel gets cut.

Where the export carries the practice area, the report splits on it and each area gets its own ranking and its own window.

That is usually the difference between a report that confirms what everyone assumed and one that changes where the budget goes.

Perguntas justas

“O Lawmatics já faz isso.” Não exatamente.

Eles dizem

“Lawmatics already reports on our sources.”

Nós dizemos

On leads and stages, which it sees. It has no view of the fee, because the money is billed in another system.

Eles dizem

“We measure consultations booked.”

Nós dizemos

Which is available the same day and only loosely connected to what the firm banks. The report shows both.

Eles dizem

“Most leads go nowhere.”

Nós dizemos

They do, and they are the cost of the source. Excluding them makes the noisiest channel look efficient.

Perguntas

Lawmatics, especificamente.

Outra dúvida? Pergunte e uma pessoa responde.

No. It reads an exported file, so your intake records, forms and automations stay where they are.

Comece hoje

Duas exportações, e você vai saber.

Nada para instalar no Lawmatics, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.