You're asking the partnership to approve or increase next year's marketing spend, and what you have is ad-platform "conversions," website form fills, and a gut feeling about which campaigns worked.
Short answer
Partners approving next year's marketing budget want one number they can trust, not a slide deck of platform metrics that disagree with each other. Proving ROI means tracing spend through to signed matters and their fees, with the method documented well enough to survive questions in the room. Firms that can produce that number keep and grow their marketing budget; firms that can't spend the meeting defending metrics instead of discussing results.
The situation
You're asking the partnership to approve or increase next year's marketing spend, and what you have is ad-platform "conversions," website form fills, and a gut feeling about which campaigns worked.
The pain
None of those numbers survive a partner asking how many actual clients this produced and what the firm made from them - and the meeting turns into a defense of methodology instead of a budget decision.
What we implement
We build the reconciliation between marketing spend, intake dispositions, and signed-matter fee data - what's called cost-per-signed-case measurement - so the number in the room is arithmetic, not an estimate.
What you get
A single, documented number for cost per signed case that survives scrutiny in the partners meeting.
Budget and channel decisions backed by which campaigns produced fee revenue, not just leads or clicks.
Fewer meetings spent re-litigating whose numbers are right, because the method is documented once and reused.
Illustrative: a firm presenting a reconciled cost-per-case number instead of a cost-per-lead number might find the conversation shifts from whether the number can be trusted to whether to spend more in that channel - illustrative scenario, not a guaranteed outcome.
Common questions
How long does the reconciliation take to build?
It depends on how clean your existing intake and case-management data already is - the audit's first deliverable scopes that before any timeline is set.
Do you present to the partnership directly?
We can, or we hand the documented findings to whoever presents internally - the artifact is built to be presented either way.
Know which cases your marketing actually produced.
A runtime audit of your firm's tracking: every tag, every call and intake integration, and whether the numbers your agency reports reconcile with the matters your firm opened. Evidence, not vibes.
We audit law-firm tracking for a living, so this site holds itself to the standard we audit against: no session recording or analytics runs here until you allow it. Essential functionality only, unless you opt in.