01

Law firms

When the period ends, what will tell you whether it worked?

Most reviews of a lead source are conducted from memory and the loudest recent complaint. A pilot is only worth running if the answer at the end is a record rather than an impression.

For attorneys and firm administrators. Injured people should not use this page.

Book a CallSend your criteria instead

What gets recorded and who confirms it is agreed before delivery begins, not afterwards.

What it costs you

Why the review usually fails

  • Nobody agreed at the start what would count as working.

  • Outcomes are inferred from system activity rather than confirmed by the people who signed the matters.

  • Slow answering and a weak source are recorded identically, so the wrong one gets cancelled.

  • Two or three memorable bad inquiries outweigh forty ordinary ones.

How it is handled

What gets recorded and by whom

Five things, agreed in advance, so the review reads itself.

  1. 01

    01 - The standard

    The written criteria in force during the period, including any changes and their dates.

  2. 02

    02 - Delivery

    Every inquiry, when it arrived, and whether it met the standard.

  3. 03

    03 - Your response

    Time to first contact and number of attempts, recorded alongside delivery rather than separately.

  4. 04

    04 - Confirmed outcomes

    Consultation and retention marked by your firm. Retention is a thing your staff confirm, never something inferred from an email being opened.

  5. 05

    05 - Disputes

    What was disputed, on what grounds, and how each one was settled.

What you hold

What you keep from this exercise

  1. 01

    A period record

    Every inquiry, its status, and its outcome, in one place.

  2. 02

    Separated causes

    Source quality and response speed measured apart, so each can be fixed on its own.

  3. 03

    Confirmed retention figures

    Marked by your staff, which is the only version worth planning against.

  4. 04

    A defensible decision

    Continue, change the criteria, or stop - with evidence for whichever you choose.

Agreeing the measurement takes one conversation and makes the review at the end almost automatic.

Book a CallSee a sample record

Fit

Whether this subject is worth your time

This is for you if

  • You want the review agreed before the period starts.
  • Your staff can mark consultation and retention as they happen.
  • You want response time recorded next to source quality.
  • You would rather decide from a record than from recollection.

This is not for you if

  • Nobody can mark outcomes as matters progress.
  • You would rather judge the period on impressions.
  • You expect outcome reporting without any input from your side.
  • You are looking for a promised conversion rate.

Straight answers

The questions firms ask about this

How much work is the recording for us?
Two marks per inquiry - consulted and retained - as they happen. Anything heavier gets abandoned by week three.
Can you not track outcomes yourselves?
Not honestly. Only your firm knows who signed, so retention is confirmed by you and recorded as your figure.
What if we dispute the numbers at the end?
Every record carries its timestamps and its status against the standard, so a dispute is read from the record rather than argued.
Do we get the data if we stop?
Yes. The period record is yours whether you continue or not.

There is a longer piece on this subject, a written worksheet you can request, and an FAQ on criteria and cost.

The long versionThe worksheetThe FAQ

Four steps

Measuring the source: four questions, then a decision

Each step is saved as you go, so you can stop after any one of them and we will still know what you asked about. No pricing is quoted and nothing is agreed here.

  1. 01Who is asking
  2. 02Where you stand
  3. 03Your coverage
  4. 04What happens next

We do not sell or share what you submit here, and we do not use it for anything other than responding to your enquiry.

Step 01 of 04

Who is asking

So the answer reaches the right person at your firm.

Pick a time

Take a criteria and economics slot

Thirty minutes with our team. Picking a time sends the invite straight away.

Criteria and Pricing Call · 30 minutes

Discuss criteria, delivery needs, and pricing for MVA and workers’ compensation inquiries, live phone transfers, signed cases, signed commercial cases, and catastrophic commercial cases. No questionnaire is required before booking.

Book a Call

Book within the next four days. The calendar opens in a new tab. Complete your booking to receive your confirmation and calendar invite.

Next step

Decide how you will judge it before you start it

Forty-five minutes on the standard, what gets recorded, who confirms outcomes and when the review happens.

Book a CallApply for a pilot

Related subjects