Eles dizem
“We ask every caller how they found us.”
Nós dizemos
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.
Para 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.
Sem chave de API Nada para instalar no MyCaseNada para instalar Sem cartão de créditoSem cartão
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.
Verificado pela última vez na documentação do próprio MyCase em 24 de setembro de 2026.
A lacuna
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.
O MyCase 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 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.
- Obrigatória
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.
- Obrigatória
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.
- Opcional
Practice area
Family, personal injury, criminal, estate. It is the most useful optional column in the file, because channels perform completely differently across them.
Passo a passo
Como tirar o arquivo do MyCase.
Escrito para quem está com o MyCase aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
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.
O que você recebe
A página que o MyCase 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 MyCase.
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.
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.
Perguntas justas
“O MyCase já faz isso.” Não exatamente.
Eles dizem
“Our matters take years to pay.”
Nós dizemos
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.
Eles dizem
“We cannot send client data anywhere.”
Nós dizemos
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.
Por setor
Setores que usam o MyCase.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Escritórios de advocaciaQuais anúncios geraram casos que vocês realmente fecharam?
- Danos pessoaisQuais canais geraram casos de danos pessoais contratados?
- Direito de famíliaQuais canais trouxeram clientes que contrataram o escritório?
- Defesa criminalQuais canais geraram defesas contratadas?
- Planejamento sucessórioQuais 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 Clio Escritórios de advocacia no Clio Manage e no Clio Grow Arquivo de vendas fechadas O que exportar Arquivo de leads e ligações CallTrackingMetrics Teams whose leads arrive by phone and by form Arquivo de leads e ligações O que exportar Arquivo de leads e ligações CallRail Empresas que fecham vendas por telefone Arquivo de leads e ligações O que exportar
Todos os 68 sistemas 
MyCase 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 MyCase, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.