The Signed Case Audit →

For law firms spending $250,000+ a year on marketing

Do you know
which marketing dollars
produced signed cases?

Find out what your records can prove,
with the free Cost-Per-Signed-Case Records Review.

I read the marketing reports your firm already relies on, and put the answer in a private memo.
So you know whether to trust the next report that crosses your desk.
Book a 15-minute call

For the call, all you bring is the names of the reports you rely on. No uploads, no prep, no charge.
If the review wouldn't tell you anything new, I'll say so on the call.
The memo is yours to keep either way.

What you receive

This is the memo.
Read one before you book.

This is a sample. Book the 15-minute call and a memo like this one, built from your firm's own records, is in your inbox within two business days. The firm shown here is fictional; a client's records are never published.

Records Review · Colby Finch Trial Attorneys1 / 9

Cost-Per-Signed-Case Records Review

Can your records tie marketing dollars to signed cases?

Prepared forThe managing partner, Colby Finch Trial Attorneys
What this isA memo answering one question: whether the records your firm keeps can show which marketing produced signed cases.
Built fromFive records your office sent after our June 3 call, read as sent. Nothing was pulled from your systems.
SentJune 5, 2026
Illustrative sample · Confidential · Emergent Measurement LLCEmergent
Records Review · Colby Finch Trial Attorneys2 / 9

How to read this memo.

Documented only.

Every line below traces to a record you sent. Where a record goes silent, this memo says so instead of filling the gap.

Read as sent.

Your office sent the records as they were, and that was the right call. Nothing was cleaned up first, and nothing more was asked for.

Capped.

This review answers what your current records can and cannot show. It does not reconstruct the missing trail.

Counsel items stay factual.

If anything here had touched a rule or a contract, it would be named and routed to your counsel. Nothing in this set did.

Four ground rules, so you can take the next seven pages at face value.Emergent
Records Review · Colby Finch Trial Attorneys3 / 9

The records you sent.

1The agency's monthly performance reports, February through April (three PDFs).
2Case-source export from your case management system, trailing twelve months (CSV).
3The marketing spend spreadsheet your office manager keeps (Excel, one tab per year).
4CallRail monthly summaries, January through April (four forwarded emails).
5A screenshot of the Google Ads dashboard from the agency's last quarterly review.
A reasonable set, sent in a day with no preparation. The gap this memo finds is not in how the records were kept.Emergent
Records Review · Colby Finch Trial Attorneys4 / 9

What each record answers.

The agency's reports, and the Ads screenshot (1, 5).

They answer what the agency did: sessions, rankings, calls, cost per lead. They do not say which of those became signed cases. Cost per lead is not cost per signed case.

The case-source export (2).

It answers how many cases you signed: 112 in the trailing twelve months, with a source field on each. The field is blank or reads Direct on 38 of them.

The spend spreadsheet (3).

It answers what you paid, to whom, and when. On its own it connects to no case.

The CallRail summaries (4).

They answer how many calls each tracking number took, month by month. The monthly rollup drops the per-call trail: timestamps, outcomes, and the link to a signed case.

Each record answers a real question. None of them answers yours.Emergent
Records Review · Colby Finch Trial Attorneys5 / 9

Where the trail stops.

38 of 112 signed cases your records can't trace
1 · Dollars paid: recorded, in your spend spreadsheet.
2 · Agency activity: recorded, in the monthly reports.
3 · Calls: counted in the rollup. The per-call trail is not kept.
4 · Signed cases: recorded, source blank on 38 of 112. The link back to a dollar is the missing piece.
The gap sits between your phone system and your case system, not inside any one record.Emergent
Records Review · Colby Finch Trial Attorneys6 / 9

The records that would close the gap.

1The CallRail per-call export, with timestamps and outcomes. CallRail keeps it; the monthly summary doesn't show it. The highest-value record your firm isn't using yet.
2The agency's lead list for one quarter, matched against your case-source export. Where their numbers and yours disagree is the first thing to reconcile.
3Booked fees by case type, from your billing system. Turns counts into dollars, so cost per signed case becomes real instead of estimated.
In priority order. All three are exports, not projects. Your office pulled the current set in a day; this set is no harder.Emergent
Records Review · Colby Finch Trial Attorneys7 / 9

What to ask next.

To the agency.

"Send last quarter's lead list matched to signed cases: each lead you report, and whether it signed."

To whoever owns the CallRail login.

"Send the per-call export, with timestamps and outcomes, not the monthly summary."

To your intake or case-system admin.

"Can the call source survive from the phone system into the case record?"

To your bookkeeper.

"What is our booked fee by case type, for the last twelve months?"

Four questions, written to be forwarded. Answers in writing beat answers on a call.Emergent
Records Review · Colby Finch Trial Attorneys8 / 9

The verdict.

Not yet. The records you sent cannot connect a marketing dollar to a signed case.

What they support today. What you paid, by vendor and by month. How many cases you signed. And the size of the untraceable share: 38 of 112.
What stays unanswered. Which dollars produced which signed cases, what each signed case cost, and whether the agency's numbers match your own record.
Had the records supported the answer, this memo would say so, and the review would end here.Emergent
Records Review · Colby Finch Trial Attorneys9 / 9

What to do with this memo.

The answer today.

Your records, as kept, cannot connect a marketing dollar to a signed case. The nearest gap is named on page 5, with the record that closes it.

Your next record.

The CallRail per-call export. An email to request, not a project.

The decision.

Close the gap going forward with pages 6 and 7 and your own team, or have the Signed Case Audit reconstruct the trail behind you and total it.

Why this review is free.

Some firms that receive one go on to run the Signed Case Audit, and those engagements pay for the reviews. This memo is yours either way.

The records are yours. The answer should be too.Emergent
1 / 9

Prepared the way yours would be: from records the firm already had, sent with no preparation. The firm is fictional for a reason: a client's records are never published. Yours wouldn't be either.

Book a 15-minute call
Why I find what your reports miss

I know how marketing reports get built.
I used to build them.

I spent 12 years on the agency side, building the campaigns and the reports that clients were handed.

My work reached 455 million organic views for brands like Mattel, HBO, State Farm, and Hot Wheels. Numbers like that look spectacular in a quarterly report. I know exactly what they prove, and what they don't.

Since moving to the measurement side, I've reviewed thousands of attorney interviews about marketing, vendors, intake, and growth. The interviews show me where to look. Your records decide what I can prove.

Why the review is free. Some firms that receive one go on to run the Signed Case Audit, and those engagements pay for the reviews. Yours doesn't have to. The memo ends with the records and the questions your own team can run with, whether or not we ever talk again.

You'll know what your reports can prove. And what they can't.

Book a 15-minute call

No uploads, no prep, no charge.
Name the reports you rely on,
and the memo is in your inbox within two business days.

Before you book

Do I send anything before the call?

No. Bring the names of the reports you rely on; that's all the call needs. If you want the memo afterward, you forward the ones you choose.

What if our records are a mess?

Messy is normal, and it doesn't block the review. The worked example above was built from forwarded emails, a part-filled spreadsheet, and a screenshot. The review reads what exists and says what it can and cannot answer.

Is this a sales call?

It's 15 minutes about your records, and the memo arrives either way. Some firms later run the Signed Case Audit. Most don't hear from me again unless they reach out.

Fifteen minutes.
Then the memo is yours.

Name the reports you rely on. Two business days later, the records review is in your inbox. Free, in writing, yours to keep.

Book a 15-minute call

The records are yours.
The answer should be too.

© 2026 Emergent Measurement LLC.