Resources - Automate Your Follow Up

PPC for Law Firms: How to Know If Your Agency Is Actually Performing

May 15, 2026

Every month, a managing partner somewhere opens an email from their PPC agency. The report is full of impressions, click-through rates, cost per click trends, and quality score improvements. The agency is upbeat. The numbers are mostly green. The partner closes the email and thinks the same thing they thought last month: the agency says PPC is working, but the firm is not signing more clients. Are we being told the truth?

How to Build a Law Firm Marketing Dashboard That Actually Makes Sense

May 15, 2026

Most law firms have plenty of marketing data. They have Google Ads dashboards, Google Analytics dashboards, CRM dashboards, call tracking dashboards, and monthly PDF reports from every vendor. What they do not have is one place where all of it adds up to a decision. The result is a managing partner who can quote the firm’s click-through rate from memory but cannot tell you, with confidence, whether last month’s marketing spend produced

The Real Cost of Having Too Many Marketing Vendors at Your Law Firm

May 15, 2026

Ask any managing partner what their law firm spends on marketing and you will get an answer in seconds. Ask the same partner what they get for that spend and the room goes quiet. Most firms have between five and ten marketing vendors on retainer at any given time. A PPC agency. An SEO consultant. A content writer. A web developer. A call tracking service. A CRM. A virtual receptionist. Maybe a lead-gen

How to Audit Your Law Firm’s Marketing Vendors in One Afternoon

May 15, 2026

You have a website company, a PPC agency, an SEO consultant, a content writer, a CRM, a call tracking tool, and a marketing manager who is supposed to keep it all running. Maybe you also have a virtual receptionist and a lead-gen vendor on the side. You are paying every one of them every month. And when you ask what each one is actually producing, you get reports full of charts

How to Know If Your Law Firm’s Marketing Is Actually Working (The 5 Numbers You Need)

May 7, 2026

Most law firms track the wrong numbers. They know their click-through rate, their cost per click, their organic traffic trend. Their agency sends a report every month full of graphs that go up and to the right. But at the end of the quarter, they are not sure whether their marketing is actually growing their practice. Marketing metrics tell you how your campaigns are performing. Business metrics tell you whether your

Law Firm Lead Tracking: How to Follow a Lead From Ad Click to Signed Client

May 7, 2026

Your marketing report says 47 leads came in last month. Your CRM shows 12 consultations. Your practice management system shows 8 new matters. Which number is right? Where did the other 39 leads go? If you cannot answer that question, you cannot improve your conversion rate, optimize your marketing spend, or hold any part of your process accountable. Lead tracking is not a nice-to-have — it is the foundation of any law firm

The Law Firm CRM for Intake and Marketing: How to Choose One You’ll Actually Use

May 7, 2026

Most law firms that have a CRM don’t fully use it. The intake coordinator logs some leads. Some leads are missing. The source field is blank on half the records. The pipeline stages haven’t been updated in weeks. The CRM technically exists — it’s just not working. The problem is almost never the software. It’s the setup. A CRM that isn’t configured for the way your firm actually operates will be abandoned

Law Firm Intake and Marketing Alignment: Why the Disconnect Is Costing You Signed Clients

May 7, 2026

Your marketing is generating leads. Your intake team is working those leads. But between the ad click and the signed retainer, something is getting lost. You can feel it — the numbers don’t add up — but you can’t pinpoint where. In most law firms, the answer is a structural disconnect between the marketing function and the intake function. They are working toward related goals but operating with different information, different

Attorney Intake Process Best Practices: What High-Converting Law Firms Do Differently

May 7, 2026

Most law firms compete on expertise, reputation, and marketing. The firms that grow the fastest compete on something different: speed and consistency of their intake process. The difference between a law firm with a full calendar and one constantly chasing new leads is rarely the quality of the legal work. It’s what happens in the first 24 hours after a new lead comes in. Here are the intake process best practices that separate

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