Intake Reports

Eliminate Doubt. Scale Insightfully.

Scale Insightfully and Leverage Data

We integrate call tracking, online forms, marketing listings, marketing expenses, settlements, and fees, providing real-time access to comprehensive reports. From your revenue by marketing source, referral reports, year-over-year trends to cost per lead, and intake team activity, you will have the insights to focus on what matters most. Our dedicated team ensures data accuracy and helps you understand your reports to help you make informed decisions about your strategies.

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Lead Docket Implementation Legal Intake Pros
Filevine Legal Intake Pros
Lead Docket Implementation Legal Intake Pros
Filevine Legal Intake Pros

Know Your Numbers.

Comprehensive reports provide insights into lead sources, conversions, and intake team performance KPIs, enabling you to make informed decisions that foster growth and drive revenue.

How to Work with Us

Intake Audit for Law Firms

Discovery & Assessment

Dive deep into your firm's marketing and intake operations during our collaborative discussion.

Intake Trial Audits by Legal Intake Pros

Intake Trial Audit

Assess your firm's intake operations with a comprehensive audit and competitive analysis.

Tailored Solutions by Legal Intake Pros

Tailored Solutions

Personalized intake optimization plan for your firm's success.

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