Law firms
How to measure a lead source properly
For firms that want a source judged on a record, not on an impression formed three weeks in.
For attorneys and firm administrators. Injured people should not use this page.
What gets recorded and who confirms it is agreed before delivery begins, not afterwards.
What this page is for
- 01
Decide what is recorded per inquiry before anything is bought.
- 02
Fix the review date and what it compares at the outset.
- 03
Measure every source afterwards the same way.
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.
- 01
01 - The standard
The written criteria in force during the period, including any changes and their dates.
- 02
02 - Delivery
Every inquiry, when it arrived, and whether it met the standard.
- 03
03 - Your response
Time to first contact and number of attempts, recorded alongside delivery rather than separately.
- 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.
- 05
05 - Disputes
What was disputed, on what grounds, and how each one was settled.
What you hold
What you keep from this exercise
- 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.
Agreeing the measurement takes one conversation and makes the review at the end almost automatic.
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.
Your criteria
Agree the measurement with us
Tell us your criteria and what your team can realistically record. We return a measurement plan and the review schedule.
What happens after you send it
- 01A written reply on this subject, naming what you told us.
- 02The worksheet for this subject if you want it.
- 03A forty-five minute call on criteria and economics if it is useful.
We do not sell or share what you submit here, and we do not use it for anything other than responding to your enquiry.
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 CallBook 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.