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WHERE ARE OUR NEW
CLIENTS ACTUALLY COMING FROM?

Lawmatics · Intaker · Clio Manage

A family law firm ran paid and organic campaigns but could not see which of them produced retained clients. Lawmatics held the leads, Intaker held the original web visit, and Clio held the retained matters.

Intake & MarketingLawmatics · Intaker · Clio ManageSynced 6 min ago
Practice area
New leads
1965% vs prior compared with the previous period
Consults held
907% vs prior compared with the previous period
Retained clients
42Level with prior compared with the previous period
Median first contact
27 minLevel with prior compared with the previous periodBusiness minutes

Lead to retained client

No-shows are tracked separately and never counted as held.

New leads196
Qualified11860%
Consult scheduled9883%
Consult held9092%
Retained4247%

Where retained clients came from

Select a source to see its campaigns.

  • Leads
  • Retained
6213 retained
2911 retained
399 retained
424 retained
242 retained

Consultation conversion

Retained ÷ consults held, measured against the annual bonus tiers.

Held to retained45.6%
50%55%60%

Tiers: 50% · 55% · 60%

New leads: Jul 2 8, Jul 9 19, Jul 16 16, Jul 23 14, Jul 30 17, Aug 6 15, Aug 13 21, Aug 20 13, Aug 27 12, Sep 3 15, Sep 10 14, Sep 17 18, Sep 24 14

Waiting for first contact

Lawmatics creates a task at 60 business minutes and escalates at 120.

Leads waiting for first contact. Select a row to open its details.
Google AdsEscalatedChris Dunn
Facebook AdsEscalatedLena Ortiz
Google OrganicEscalatedChris Dunn
Google OrganicTask createdLena Ortiz

This demo runs on sample data, and the firm and people in it are fictional. Change the filters and every figure recalculates.

What we
built.

We carried the campaign source from the Intaker link into matching Lawmatics fields, with Google Organic as the fallback when a visit arrived without one. The dashboard then follows each lead from first contact to a retained matter in Clio.

Intake staff can also see who is still waiting for a call back. When a lead has waited too long, a first-contact task appears in Lawmatics without anyone creating it.

Where the data comes from

Lawmatics
Leads, pipeline stages and consultations
Intaker
UTM source, campaign and click IDs from the first visit
Clio Manage
Retained matters and fees

Related platforms

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