Eles dizem
“LEAP already reports on our matters.”
Nós dizemos
It does. It has no record of which source produced the quote request, because that predates the matter.
Para LEAP
A quote is not an instruction, and an instruction is not a completion.
Export billings from LEAP, upload the quote requests and referrals behind them, and rank sources on matters that completed and were paid.
Sem chave de API Nada para instalar no LEAPNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a LEAP export of billings — the client's phone or email, the amount and the date — and matches it against the quote requests, referrals and enquiries that produced the matter. Property work is quoted before it is won and can fall through after it is started, so a firm's real question is which sources produce instructions that complete. Revenue with no traceable enquiry is reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio LEAP em 25 de setembro de 2026.
A lacuna
The firm sends dozens of quotes a week, and nobody knows which sources produce clients who instruct, let alone complete.
O LEAP 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 or the matter, captured when the quote was requested.
- Obrigatória
Amount billed
Fees billed on the matter. Disbursements passed through to others are not the firm's revenue.
- Obrigatória
Quote date and billing date
Both. The gap between them is the life of the transaction.
- Opcional
Matter type and referrer
Sale, purchase, remortgage or other, and who referred it. Both change the ranking.
Passo a passo
Como tirar o arquivo do LEAP.
Escrito para quem está com o LEAP aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export billings by matter
One row per bill with the client's contact detail, the fee and the date.
-
Export quote requests, including those that never instructed
The quote is the lead, and most never convert.
-
Record the referrer
Estate agents, mortgage brokers and past clients are usually most of a property practice's work.
-
Leave out disbursements
Searches and registration fees pass through the firm. Counting them inflates every source.
-
Upload both
The join runs on the phone and the email, normalised, with aborted matters kept visible.
O que você recebe
A página que o LEAP 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 LEAP.
Atribuída a um canal$396,00066% de $600,000
Vendas com correspondência27 de 41só alta confiança
Ticket médio$14,600por venda paga
| Canal | Parcela | Vendas | Receita |
|---|---|---|---|
| Google Ads | 18 | $312,000 | |
| Meta Ads | 6 | $54,000 | |
| E‑mail marketing | 3 | $30,000 | |
| Direto / Desconhecido | 14 | $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 matter e o anúncio ficam na mesma linha.
The quote is the lead, and the conversion is two steps away
In property work a prospective client usually asks several firms for a quote, instructs one, and then the transaction either completes or does not.
A report that counts quote requests measures interest. One that counts instructions measures the firm's pricing and response. Only completions measure revenue.
Exporting quote requests alongside billings shows both conversion rates per source: quote to instruction, and instruction to completion.
Sources differ on both, and they usually differ on the first for pricing reasons and on the second for reasons the firm cannot control.
Seeing which is which prevents a firm cutting a source because of a chain of transactions that fell through.
The quote-to-instruction rate is also the one the firm controls. It moves with price, with how quickly the quote goes out and with how it reads, and a source whose enquirers keep choosing somebody else is usually telling the firm something about the quote rather than about the source.
Referrers are the practice, and each one can be ranked
Estate agents, mortgage brokers and past clients send a large share of property work to the firms they trust.
Recorded as one source called referral, they hide the fact that a small number of relationships usually produce most of the completed fees.
Recording who referred each matter lets the report rank referrers on completed fees, not on how many quotes they passed on.
That list is the one a practice's relationship effort should follow, and it also shows referrers whose volume has quietly dropped.
Ranking them on completed fees rather than on quotes matters because some referrers pass on a great many enquiries from clients shopping purely on price. They look generous in a volume count and produce little, and the completion figure is the one that says so politely.
Aborted transactions cost the file
A transaction that falls through after instruction has already consumed work: searches ordered, enquiries raised, documents reviewed.
Whether any of that is billed depends on the firm's terms, and where it is not, an aborted matter is a cost with no revenue.
Abort rates differ by source — a referrer whose clients' chains keep collapsing is costing the firm more than their quote count suggests.
Keeping aborted matters in the file makes that cost visible per source, which a revenue-only report cannot do.
A property client comes back
Somebody who bought through the firm often sells through it years later, and may need a will, a lease or a remortgage in between.
A report that looks only at the first matter credits the source for one transaction and misses the relationship it started.
Summing billings by client over a longer window, with the first matter kept apart from later ones, shows which sources produce clients who return.
That is usually the argument for the referral relationships, which produce clients who already trust the firm before they arrive.
It is also the argument for treating completion as the start of something rather than the end. A client who completes happily is the firm's cheapest future instruction, and the report is how a practice finds out which sources produce clients like that.
Perguntas justas
“O LEAP já faz isso.” Não exatamente.
Eles dizem
“Most of our work is referred.”
Nós dizemos
Then naming the referrer is the highest-value change, and the report will rank them on completed fees.
Eles dizem
“Aborted matters are not our fault.”
Nós dizemos
Often they are not. They still differ by source, and knowing which is useful either way.
No. It reads a file you exported, so your matters, documents and accounts stay where they are.
Billings by matter with the client's contact detail, the fee and the date, plus quote requests.
The quote is the lead. Without the ones that did not convert there is no conversion rate.
No. They pass through the firm and inflate every source equally.
Yes, where the referrer is recorded, on completed fees rather than on quotes passed on.
Kept in the file and reported per source, because they cost work whether or not they are billed.
Yes, where the export carries it. Sales, purchases and remortgages behave differently.
Long enough for a transaction to complete — usually several months — and longer to see returning clients.
Reported separately from the first matter, so the decision stays yours.
Any billing with no traceable enquiry or referrer.
A contact detail, an amount and a date, plus a matter type or referrer if you include them. No property addresses required, no documents, no ledger. Encrypted in transit and at rest and deleted with the import.
Completed fees per source and referrer, quote-to-instruction and instruction-to-completion rates, aborted matters visible, and everything unmatched reported.
Por setor
Setores que usam o LEAP.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Escritórios de advocaciaQuais anúncios geraram casos que vocês realmente fecharam?
- Planejamento sucessórioQuais canais trouxeram clientes que contrataram o escritório?
- ImobiliárioQuais anúncios geraram negócios fechados?
- Correspondentes de crédito imobiliárioQuais anúncios geraram financiamentos liberados?
- Direito de famíliaQuais canais trouxeram clientes que contrataram o escritório?
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 Actionstep Multi-practice law firms Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas Smokeball Small law 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
Todos os 119 sistemas 
LEAP 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 LEAP, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.