Run your firm on numbers, not gut feel.
Give partners a clear, weekly view of the funnel, conversion, and revenue.
For: Owners flying blind on where leads come from and where they stall.
What's inside
- Full intake report set: funnel, leads by period, time in stage, source, lost reasons, conversion by practice area, consult revenue, consult-to-engagement time, stuck leads
- ROI tracker setup
- Partner dashboard layout
- Scheduled weekly intake summary
How we install it
Delivered through our Lawmatics agency. The assets push into your account in about one click, and we set it up for you.
- We confirm marketing sources and the close-reason field (the Intake Response Engine sets these up).
- We install the report set and confirm each returns data.
- We connect your spend inputs in the ROI tracker.
- We assemble the partner dashboard from the headline reports.
- We schedule the weekly summary to your partners and confirm it sends.
Before you buy
Fixed scope, one price, install included. Everything a firm needs to decide without a sales call.
Prerequisite
An active Lawmatics subscription with pipelines, forms, automations, and reports. Reporting Engine installs into your own account; you keep it in your own name.
What you provide
Your lead sources, the from-address for automated email, and any links the system uses (for example a Google review page). We handle the build and configuration.
Start
Installation begins after the confirmation reply that grants agency access. The steps are listed above.
You own it
A perpetual license to edit and run it in your firm. Copy, timing, and fields are all yours to change afterward.
Questions
- Does this need the Intake Response Engine?
- It works best with it, since shared fields power several reports. It can stand alone if those fields already exist.
- Will it slow Lawmatics down?
- No. These are standard reports and a dashboard.
Ready to install?
Tell us your firm and the outcome you want. We recommend the right system, install it for you, and tune it to your firm.