For law firms spending $250K+ a year on marketing

Do you know
which marketing dollars
produced signed cases?

Know what deserves the next dollar with the Signed Case Audit.

I trace your marketing spend from vendor contracts through signed cases.
So you can spend more on what's working and less on what's not.
Book a 15-minute call

For the call, all I need is roughly what your firm spent on marketing last year
and whether your current reports show which dollars produced signed cases.
If the audit isn’t worth doing, I’ll tell you.

See the work first →
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.

So I back the work with a number. If I can't document at least $50,000 your firm can recover or stop losing, you don't pay.

You'll know which dollars produced signed cases. And which didn't.

Book a 15-minute call

No upload, no prep, no charge.
Bring the names of the records your firm keeps,
and you'll leave knowing whether they can answer the question.

What the audit finds

Some of the most expensive findings
never appear in your quarterly reports.

Sample findings below are illustrative examples.
A client's records are never published without written permission.

Exhibit A: After-hours coverage

The records supported questioning $33,600 a year in after-hours coverage.

You pay for round-the-clock call coverage. The log shows after-hours calls with no callback in the record.

What the firm pays for after-hours coverage, next to a log of after-hours calls with no callback recorded.

Call log showing 394 after-hours calls while the firm pays for 24/7 coverage

Click to enlarge

Exhibit B: Overlapping directory spend

The records surfaced
$31,188 in overlapping
directory spend to review.

Two directory listings, billed separately, owned by the same parent company.

Overlapping spend, paid to one lead vendor under two names.

Vendor spend sheet with two directory listings circled, both owned by the same parent company

Click to enlarge

Exhibit C: Unknown/untracked channel

Not every finding is a dollar. Some tell you which numbers not to trust.

The firm's single largest source of signed cases? Unknown.

Slack thread where the team discovers their biggest signed-case source cannot be traced

Click to enlarge

Find out which dollars
your records can defend.

Book a 15-minute call

No upload, no prep, no charge.
Bring the names of the records your firm keeps,
and you'll leave knowing whether they can answer the question.

What you receive

What lands on your desk.

See which signed cases trace to marketing, and where the trail breaks.

[The findings report]

Your whole audit in one document: the method, the findings, and clear next steps.

Built from your records, with a source beside every number.

Findings Briefing · Colby Finch Trial Attorneys05 / 17

Where the money went.

ChannelAnnual spendSigned cases in recordSource
Paid search$204,00028CRM source field + invoices
Lead vendor$189,60012Vendor portal + intake log
Directories$93,5646Invoices, two parent companies
After-hours coverage$33,6000 callbacks in recordPhone log Q1–Q4
Documented dollars only · the floor your records support.Emergent
Findings Briefing · Colby Finch Trial Attorneys06 / 17

Where the trail breaks.

Question the record should answerWhat the record shows
Largest single source of signed casesUnknown. No source field on 38% of signed intakes.
Which vendor produced the referral spikeTwo vendors claim the same 11 cases.
What the after-hours service answeredCalls logged. Callbacks absent from the record.
Where a record cannot support a finding, the finding is dropped, not estimated.Emergent
Findings Briefing · Colby Finch Trial Attorneys12 / 17

What this can't tell you.

It isn't legal advice.

Anything that touches a rule, a contract, or enforceability is named and routed to your counsel, not interpreted here.

It doesn't value a lost case.

Where a paid lead was lost, we name the cost. We never put a dollar on a case that might have been won.

It stays inside your records.

No finding comes from outside the accepted set. Where a record was thin, we said so.

It doesn't pick your vendors.

We don't grade vendors, negotiate with them, or recommend replacements. The decisions stay yours.

Documented dollars only · the floor your records support.Emergent
1 / 3

Check any number against the record behind it.

[The calculation workbook]

Every figure points to the exact source.

There's nothing here you have to take on faith.

Workbook tab: Where your cases came from. Salesforce signed case attribution with traceability status per lead source.
Workbook tab: The calls behind your intake. The CallRail record and what is and isn't counted from it.
Workbook tab: Where every number comes from. Source records by ID with status and findings.
Workbook tab: Where you can stop spending. Vendor lines, record issues, and counted amounts.
1 / 4

Keep spending on what
the records can defend.
Question the rest.

[The decision memo]

A short memo that names the decisions worth making next: keep, reduce, renegotiate, question, or send to counsel.

Book a 15-minute call

No upload, no prep, no charge.
Bring the names of the records your firm keeps,
and you'll leave knowing whether they can answer the question.

Findings Briefing · Colby Finch Trial Attorneys13 / 17

What to do next.

1

Decide whether new spend pauses until a signed case can survive the handoff.

$0 counted

Material finding, counted at $0 · Context: $717,576 tracked annual spend. Context only.

2

Decide whether after-hours coverage keeps its role, once the two checks are answered.

$33,600 /yr

Counted: $33,600 · the annualized coverage obligation.

3

Decide whether both directory listings remain justified.

$31,188 /yr

Counted: $31,188 · the combined directory overlap.

The same decisions are detailed beside their records in your workbook.Emergent
Findings Briefing · Colby Finch Trial Attorneys14 / 17

Where to grow.

Put your next marketing dollar into the sources your records tie to signed cases. That's the spend you can prove is producing, so it's the safest place to grow.

Every decision in this memo carries one of five labels: keep · reduce · renegotiate · question · send to counsel. Nothing projected, nothing assumed.
Decisions stay yours. The records make them defensible.Emergent
1 / 2

What it costs, $50K guarantee.

Fee:
$10,000 flat,
paid when you sign

Timing:
Findings within 21 business days
of written confirmation
of your complete record set

Time
required
from you:
About 4 hours across
21 business days

The guarantee:

If I can't document at least $50,000 you can recover or stop losing,
I refund your full $10,000 automatically within 7 business days.

The $50,000 can come from 3 places:

  • Money you already paid that your records support getting back: duplicate charges,
    unsupported charges, billing for work the records show wasn't provided.
  • Current charges or contracts your records support stopping or reducing, without giving up documented signed case production.
  • The documented cost of paid intake failures: paid leads your records show were missed,
    delayed, or left without an outcome.

Anything else the audit surfaces is shown separately and never counts toward the $50,000.

And you're not betting on my track record. You're betting on your own records: if they don't show $50,000, you pay nothing.

See the work before you buy any of it.

The free Records Review is the same method at memo scale: your reports, read as sent, answered in writing within two business days.

Read the sample memo

Questions

When do the 21 days start?

When I confirm in writing that your complete record set is in, not when you upload it. The 21-day count is business days.

What counts toward the $50,000?

Money you can recover, charges or contracts you can stop or reduce, and the documented cost of paid intake failures. Nothing projected or assumed.

How much of my time does this take?

One scoping call and the time it takes your staff to export records. Plan on about 4 hours total across the 21 business days.

What if our records are messy?

Messy is normal. The review works from whatever your systems already produce. Where a record cannot support a finding, the finding is dropped, not estimated.

Will my vendors or staff be involved?

No. Nothing is requested from your agency or vendors, and nothing is disclosed to them. The review runs entirely on the records you provide.

How long do I have access?

The written findings are yours to keep. I stay available for questions about the review for 60 days after delivery.

Is this legal or ethics advice?

No. This is a financial review of marketing spend. Nothing in it is legal advice or bar compliance guidance.

When the audit is worth doing.

You spend $250,000 or more a year on marketing
and still can't see which dollars produced signed cases.

You can provide 12 months of records showing what you paid,
what came in, what signed, and what your vendors promised.

The audit is the only thing I sell, so the answer comes back
without a pitch attached.

Book a 15-minute call

No upload, no prep, no charge.
Bring the names of the records your firm keeps,
and you'll leave knowing whether they can answer the question.

Ryan Kelly, founder of Emergent
Ryan Kelly, Founder

Maybe the vendors are right.
The records should be able to prove it.