Eles dizem
“We are too small for marketing analytics.”
Nós dizemos
Small firms have the most to lose from one wrong channel, because it is a larger share of the budget. Two exports is the whole exercise.
Para PracticePanther
The consultation was two hundred. The matter billed eleven thousand.
Export collected fees, upload the enquiries beside them, and rank marketing on what clients paid rather than on consultations booked.
Sem chave de API Nada para instalar no PracticePantherNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a PracticePanther export of collected fees — the client's phone or email, the amount received and the date — and matches it against the calls and forms that produced the consultation. For a small firm billing hourly the value of a client is not the consultation fee but everything billed over the life of the matter, which no advertising report can see. Matters with no traceable enquiry are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio PracticePanther em 24 de setembro de 2026.
A lacuna
You know what you spent on advertising last quarter and what you collected last quarter. Connecting the two is a conversation, not a number.
O PracticePanther 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 the matter belongs to. Most enquiries to a small firm arrive by phone, so the number carries more of the matching than the email does.
- Obrigatória
Collected amount
What was received rather than what was invoiced. In a firm with any write-down or ageing receivable those differ, and only one of them funded the marketing.
- Obrigatória
Payment or matter date
When the money arrived, or when the matter opened. Hourly work bills over months, so payment date spreads one client across several rows unless you sum by client.
- Opcional
Practice area
The split that stops a family matter and a commercial dispute being averaged into a number describing neither.
Passo a passo
Como tirar o arquivo do PracticePanther.
Escrito para quem está com o PracticePanther 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 or per payment, with a client contact detail, the amount and a date. Either shape works; summing by client is what makes hourly billing readable.
-
Use collected rather than billed
Billed fees make a practice area with collection problems look like your best performing marketing, which is the opposite of useful.
-
Export your enquiries
Call tracking, website forms, the intake log, directories and any lead vendor. Contact detail plus where it came from.
-
Cover several months at least
Hourly matters bill over their life. A one-month window measures retainers rather than clients.
-
Upload both
The join is the phone and the email, normalised, with weak links flagged for a person rather than counted.
O que você recebe
A página que o PracticePanther 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 PracticePanther.
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.
Hourly billing spreads one client across the whole report
A matter opened in February might bill in March, May, June and September. Each of those is a payment and none of them is a new client.
Attributing per payment makes long matters look like many small wins and makes the channels producing them look like high-volume sources. Attributing per client is what the marketing question actually asks: how much did this channel's clients pay us in total.
The report sums by client so both readings are available, and the difference between them tells you whether a channel brings a lot of small work or a little large work. Those need different budgets and different expectations.
The consultation fee is not the client
Most small firms price the initial consultation low or free, deliberately, because the point of it is to win the matter. That makes it the worst possible unit on which to judge a channel.
Two sources delivering identical numbers of consultations can differ by a factor of ten in fees collected, because one delivers people with a real problem and a budget and the other delivers people shopping for free advice.
Only a file that follows the client past the consultation can see that, and for most small firms this is the first time they have had one.
Practice areas do not share a marketing profile
A family firm doing some estate work and the occasional commercial dispute has three different cost structures, three different cycles and three different kinds of client.
Search terms, lead prices and conversion rates differ across all of them, and so does what a matter is worth. One blended cost per client is an arithmetic fact and a poor basis for a decision.
Splitting collected fees by practice area and by source is the report a small firm can act on: it says where to spend more, and it frequently says to stop spending on a practice area entirely.
What leaves the firm
A contact detail, an amount and a date, plus a practice area if you include one. No matter descriptions, no documents, no notes, no time entries, nothing touching privilege — and none of it would help the match if it were there.
For a firm, that constraint is the reason this is possible at all. A tool that needed to read matters could not be used; one that needs three columns can.
Perguntas justas
“O PracticePanther já faz isso.” Não exatamente.
Eles dizem
“Our clients pay over months.”
Nós dizemos
That is why the report sums by client as well as by payment. One long matter is one client, not six wins.
Eles dizem
“We do not track where enquiries come from.”
Nós dizemos
Then start with call tracking on one number. Even a partial lead file gives a real answer for the part it covers, and the report is honest about the rest.
No. It reads a file you exported; no credential to your account is held.
Collected fees with a client contact detail, the amount and a date.
Collected. Invoiced fees flatter whichever practice area has the worst receivables.
No. The report sums by client as well as by payment, so one long matter reads as one client.
Yes, and for a mixed firm it is the split that makes the report actionable.
Several months at minimum, and further if your matters run long.
They are the denominator, not the revenue. A source producing many free consultations and few paying clients ranks accordingly.
Yes, on the same axis as everything else rather than on their own reporting.
Record them as a source and they rank beside paid channels. For most small firms that comparison is overdue.
They stay in Direct / Unknown. The report would rather say it does not know than credit a channel on a guess.
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 and deleted with the import.
Collected fees by source and by practice area, per client as well as per payment, and everything unmatched kept visible.
Por setor
Setores que usam o PracticePanther.
Como fica o relatório depois que a exportação entra, escrito para cada um.
- Escritórios de advocaciaQuais anúncios geraram casos que vocês realmente fecharam?
- Direito de famíliaQuais canais trouxeram clientes que contrataram o escritório?
- Planejamento sucessórioQuais canais trouxeram clientes que contrataram o escritório?
- Direito imigratórioQuais canais trouxeram clientes de imigração que contrataram o escritório?
- Direito falimentarQuais canais geraram pedidos ajuizados?
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 Rocket Matter Law firms billing by the hour 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 Filevine Personal injury and mass tort firms Arquivo de vendas fechadas O que exportar
Todos os 68 sistemas 
PracticePanther 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 PracticePanther, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.