Eles dizem
“Rocket Matter already reports revenue by matter.”
Nós dizemos
It does, and it has no record of the advert or the referral that produced the enquiry, because that happened before the matter existed.
Para Rocket Matter
You billed it. Whether you collected it depends on who sent the client.
Export collections from Rocket Matter, upload the leads behind them, and rank marketing on money received rather than hours recorded.
Sem chave de API Nada para instalar no Rocket MatterNada para instalar Sem cartão de créditoSem cartão
CloseRev reads a Rocket Matter export of collections — the client's phone or email, the amount received and the date — and matches it against the calls, forms and referrals that produced the enquiry. For an hourly firm the distance between a signed client, a billed hour and a collected dollar is wide and varies by where the client came from. Collections with no traceable lead are reported as Direct / Unknown.
Verificado pela última vez na documentação do próprio Rocket Matter em 24 de setembro de 2026.
A lacuna
Cost per signed client says one thing. The trust ledger and the ageing report say another, and nobody joins them up.
O Rocket Matter 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 contact record from intake. Whichever detail the intake form captured is the key.
- Obrigatória
Amount collected
Payments received, not hours billed and not work in progress. The gap between them is the point of this page.
- Obrigatória
Payment date
When the money was received. Keep the matter open date too, so the report can group by when the client arrived.
- Opcional
Practice area
Family, employment, estate, business. Realisation and collection rates differ sharply between them.
Passo a passo
Como tirar o arquivo do Rocket Matter.
Escrito para quem está com o Rocket Matter aberto na aba ao lado. Os nomes dos relatórios variam conforme a edição, então cada passo diz o que procurar.
-
Export collections
One row per payment with a client contact detail, the amount and the date received.
-
Do not use billed hours
Billed is an intention. A firm with excellent billing and poor collection looks identical to a healthy one until the money side is used.
-
Take at least a year
Matters run for months and payment plans run for longer. A quarter measures the retainer and nothing else.
-
Export your lead sources
Call tracking, paid search, directory listings, referral sources and any content or newsletter that produces enquiries.
-
Upload both
The join runs on the phone and the email, normalised, with the matter open date carried through.
O que você recebe
A página que o Rocket Matter 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 Rocket Matter.
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.
Collection rate is a property of the client, and clients arrive from channels
Two matters with identical billings can end very differently: one pays on time, the other pays slowly, partially or not at all.
That difference is not random. It tracks how the client found the firm — price-shopping from a directory, referred by an existing client, or arriving from an advert promising a low initial fee.
Matching collections rather than billings back to the source measures the firm's actual outcome, and sources routinely reorder between the two views.
It is the single most useful thing an hourly firm can do with attribution, because writing off a bad debt is the most expensive way to discover a channel is poor.
The retainer is not the matter and neither is the signed client
A modest initial retainer can precede a matter worth many multiples of it, or it can be the entire relationship.
Cost per signed client treats those as the same event, which is why the metric survives despite being useless for deciding a budget.
Summing collections by client over a year gives the number the decision actually needs, and the report keeps the first payment separate from later ones so the shape of the relationship is visible.
For firms on payment plans this also prevents a single long-running matter being read as many small wins spread across whatever was advertised each month.
Practice areas behave so differently they should not share a ranking
A flat-fee estate plan, an hourly family matter and a business dispute have different values, different durations and very different collection profiles.
A channel weighted towards one is inevitably ranked as though it produced the mix, and a general firm reading a blended number is reading an average of things that share nothing.
Where the export carries a practice area, the report splits on it, and the split usually turns an unusable ranking into a decision.
It also makes the rejected enquiries visible as a cost: a source generating calls in an area the firm does not take is consuming intake time for nothing.
Referrals are the largest channel in most firms and nobody prices them
Existing clients, other lawyers and professional contacts produce a great deal of legal work, and because no invoice arrives they are treated as free.
That makes every paid channel look like a larger share of the practice than it is, and it hides the real question, which is what causes referrals in the first place.
Recording a referral source at intake puts them into the same comparison on the same collected money.
The follow-on finding is often the useful one: the paid channels producing clients who go on to refer are worth substantially more than their own collections suggest.
Perguntas justas
“O Rocket Matter já faz isso.” Não exatamente.
Eles dizem
“We measure cost per signed client.”
Nós dizemos
That treats a small flat fee and a two-year matter as the same event, which is why it cannot rank channels.
Eles dizem
“Our work is nearly all referral.”
Nós dizemos
Then the report will show it, and knowing the true proportion is what tells you whether the paid spend is worth continuing.
No. It reads a file you exported, so your matters, documents and time entries are not reachable from here.
Collections with a client contact detail, the amount received and the date.
Billed is an intention. Collection rates differ by source, and that difference is exactly what this report exists to show.
A year at minimum, because matters and payment plans both run for months.
Yes, where the matter open date is included, and that is the grouping a marketing decision needs.
Yes, where the export carries one. A blended ranking across practice areas is rarely actionable.
Summed by client, so one long matter is not read as many small wins across different months.
They are a cost of the source that produced them, and the report keeps them visible rather than discarding them.
Where they are recorded at intake. Including them usually changes every paid channel's apparent share of the practice.
Any collection with no traceable lead. Its size is stated rather than distributed across the measurable channels.
A contact detail, an amount and a date, plus a practice area if you include one. No matter details, no documents, no time narratives, no trust balances. Encrypted in transit and at rest and deleted with the import.
Collected fees per source grouped by when the client arrived, split by practice area where available, first and subsequent payments apart, and everything unmatched kept visible.
Por setor
Setores que usam o Rocket Matter.
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 do trabalhoQuais canais geraram casos trabalhistas com honorários?
- Consultoria empresarialQuais canais geraram projetos fechados?
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 PracticePanther Small law firms billing hourly Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas MyCase Small and mid-sized law firms Arquivo de vendas fechadas O que exportar Arquivo de vendas fechadas CasePeer Personal injury firms Arquivo de vendas fechadas O que exportar
Todos os 68 sistemas 
Rocket Matter 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 Rocket Matter, sem chave de API e sem precisar ter rastreado nada até agora. O ano passado funciona tão bem quanto este mês.