Intake tracking
Calls, forms and emails tracked by practice area and source.
/INDUSTRIES / LEGAL / INSIGHTS
Practical notes on measuring marketing for law firms, where most new clients call first, every inquiry is confidential and one retained case can be worth more than a month of leads.
Legal clients search in moments of urgency or stress. The firms that show up with clarity, authority, and proof of expertise win the consultations.
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Law firms receive inquiries by phone, email, contact forms and referrals, and only some of them become retained matters. Practice areas differ a lot in value: an employment dispute and a commercial contract bring very different fees. Marketing reports that count contact forms miss most of this.
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When every inquiry counts the same, campaigns drift toward the practice areas with the cheapest leads, not the most valuable ones. Intake teams spend time on people the firm cannot help, and partners lose confidence in the numbers marketing brings to the meeting.
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We track inquiries by practice area and channel, add call tracking where calls matter, and agree with the intake team on a short status for each inquiry: qualified, consultation booked, retained. Confidential details stay out of marketing tools; only the status and the source are recorded.
What we often find when we audit law firm marketing data.
Calls, forms and emails tracked by practice area and source.
A simple status set by your intake team, with no confidential details.
Cost per qualified inquiry and per retained matter for each practice area.
GA4, Google Tag Manager, consent mode, and server-side tagging where the ad spend justifies it.
Looker Studio reports built around the decisions you make each month, not around every available metric.
Inquiries the firm can take on, by practice area.
How many qualified inquiries book a first consultation.
Matters opened from marketing sources, where your system records them.
Search, ads, directories and referrals compared on the same terms.
We list every tag, event and conversion, and check each one against what really happened on the site.
Broken or missing tracking is rebuilt and tested against orders, calls or CRM records.
A monthly review of the numbers that matter, with the decisions they support written down.
We start by following last quarter's retained matters back to their first contact and showing you which of them your current reports can see.
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