See where potential matters move forward.
Measure the intake outcomes your firm wants to improve, with reporting scoped around the information your systems can provide.
Follow the journey.
Agree how to track completed intake, matters meeting initial criteria, consultations booked and the outcomes recorded by your team. Use consistent definitions so repeat contact is not mistaken for another prospective client.
Find the work that still needs attention.
Identify matters awaiting review, incomplete intake and suitable prospects without a next step. Define who owns each status and how it is resolved.
Connect marketing to intake where the data allows.
Scope source information from forms, campaigns or call attribution into the intake record. Link it to later outcomes only where those events are available from the firm’s connected systems.
We agree the report format, access, refresh frequency and available measures with your team. An initial fit is tracked separately from a matter your lawyers accept.