Law firms - written worksheet
The source measurement worksheet
A written worksheet for deciding, before anything is bought, what will be recorded per inquiry and what the review will actually compare.
For attorneys and firm administrators. Injured people should not use this page.
We send it in writing, by email, with your answers on this page filled in where you gave them.
What is in it
- 01
A period record
Every inquiry, its status, and its outcome, in one place.
- 02
Separated causes
Source quality and response speed measured apart, so each can be fixed on its own.
- 03
Confirmed retention figures
Marked by your staff, which is the only version worth planning against.
- 04
A defensible decision
Continue, change the criteria, or stop - with evidence for whichever you choose.
Set it up once and every source afterwards is measured the same way.
Where it came from
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.
Request the worksheet
Send the measuring the source worksheet
Tell us where the firm stands on this subject and we send the worksheet back with your own answers already written into it.
What happens after you send it
- 01The worksheet comes back by email, in writing.
- 02Anything you filled in here is carried into it.
- 03If you want it turned into a criteria document, the call is the next door.
We do not sell or share what you submit here, and we do not use it for anything other than responding to your enquiry.
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.