Planning the assignment
We agree on stage definitions, attribution fields, access, and the information appropriate for marketing reports. Intake staff define how outcomes are updated.
Marketing reports become more useful when the firm can distinguish a contact from a suitable matter. We connect sources with consultation and engagement stages in the firm's records.
Challenges
We agree on stage definitions, attribution fields, access, and the information appropriate for marketing reports. Intake staff define how outcomes are updated.
Source tracking and reporting connect campaign activity with qualified consultations and signed matters where supported. Reports avoid exposing case details unnecessarily.
Sample records are reconciled with intake outcomes. The firm can evaluate acquisition cost and matter fit alongside the volume of inquiries.
Companies we’ve worked with





