How we connect to your case system, and how signed cases flow back

A report on signed cases is only as good as the records behind it. This page explains what we read from your intake and case system, the three ways we connect to it, and how a signed case flows back to your ad accounts. A signed case means a new client who signed with your firm.

What we read

We ask for a short list of fields, and only these:

• A record ID that your system assigns, so we can match a row without knowing who the person is.
• The stage of the record: new inquiry, qualified, consult held, signed, or lost.
• The dates each stage was reached.
• The source, such as a call, a form, a map listing or an ad.
• The language of the first contact and the case type.

We do not ask for names, phone numbers, injuries or case facts. They stay in your system.

Three ways we connect

1. A read-only connection. If your system offers one, we ask for a login that can look but not change anything.
2. A scheduled export. Your system, or a person on your team, sends a file on a regular schedule. This is the most common route.
3. A shared sheet. For firms that track signed cases by hand, a sheet shared with us works. We check it against your other records.

If your system offers none of these, tell us what it does offer. We would rather find a route than ask you to switch tools.

Systems we work from

Law firms use many intake and case systems, and we work from what each can export or share. Examples of systems law firms use include Litify, Lead Docket, Clio Grow, Filevine, Lawmatics and SmartAdvocate. We do not claim certification, partnership or a pre-built connector with any of them. If you use a system not named here, ask.

How a signed case flows back

1. An inquiry arrives from a call, a form or an ad. The ad click ID, if there is one, is saved with the record.
2. Your team works the record in your own system and moves it through your stages.
3. We read the stage change from the export or the connection.
4. When a record reaches signed, we send the signed time and the click ID to the ad platform as a conversion. Google explains the idea in its help page: importing offline conversions lets you measure what happens after an ad click.
5. If a signed matter later ends, we send a correction, so the platform does not keep rewarding it.
6. The report counts the same signed case from your records, from the platform and from ours, side by side, and prints any gap. See how we count signed cases.

What stays in your system

• Names, phone numbers and case facts.
• Your notes, documents and fee agreements.
• Your stage definitions. We map to them. We do not replace them.

Who owns the data

Your firm does. The records stay in your system. The ad accounts and reports are in your name, and you can share the reports with any other vendor so that everyone is judged on the same numbers. Our terms in plain English say the same.

What this means for your firm

• Pick the route that costs your team the least time. A scheduled export is usually enough.
• Write down your stages before kickoff, so the map is quick.
• Make sure the click ID is saved with each inquiry. Without it, a signed case cannot be tied back to an ad.
• Check the data-health page first each week. It says whether the numbers can be trusted.

Signed-case reporting is included in every plan. See the prices, or ask for the free review and we will look at your setup first. Free tools: the signal-health check lists ten checks of whether your ads can see your signed cases.

Marketing information, not legal advice.