Three places where PI firms leave money on the table.
PI firms are good at law. Performance breaks down in the places between the marketing, the operation, and the client experience. We know where to look.
You're probably getting leads. The question is whether you're getting all of them — and whether you can prove it.
The marketing fundamentals that drive the most cases at PI firms are often the least managed. We know where to look — and what performance actually looks like when everything is working.
Local Search & Visibility
Most PI firms are losing ground on local search in ways that don't show up on any report their agency sends. We assess what's there, what's missing, and what it's costing.
Reputation & Reviews
A firm's online reputation drives more signed cases than most managing partners realize. We build the systems around it — and make sure the profile reflects the quality of the firm.
Paid Search & Ad Spend
We look at what you're spending, what the reports say, and whether the numbers actually hold up. Most firms are surprised by what we find.
Tracking & Attribution
Performance that can't be measured can't be managed. We make sure every lead has a clear line to its source — and that every dollar has a number attached to it.
A clear picture of where your marketing is performing and where it isn't — maintained and updated, not delivered once and forgotten.
Most PI firms have the right tools. They're just not getting the right results from them.
Operations problems show up as marketing problems. Leads that don't get followed up. Cases that don't get logged. Software that nobody opens. We know what good looks like inside a PI firm — and we know what it takes to get there.
Intake Workflow
We map how a lead moves through your firm from first contact to signed client. The breakdowns are rarely where firms expect them.
CRM & Systems
Litify, Filevine, Lead Docket — we've worked inside all of them. We assess whether your systems are driving performance or just housing data nobody fully trusts.
Call Handling
How your team handles inbound calls has more impact on case volume than almost anything in your marketing budget. We look at the full picture.
Vendor & Tech Stack
Most firms are paying for software they've outgrown, duplicated, or never fully implemented. We identify what's earning its cost and what isn't.
AI Process Automation
We use AI to eliminate the manual work that slows PI firms down — the follow-ups, the reporting pulls, the workflows your team is handling by hand because nobody built a better way. We have. The firms we work with move faster without adding headcount.
A performance baseline across your intake operation, a prioritized improvement plan, and the tracking to show whether it's working.
The gap between a lead and a signed case is usually a people problem, not a marketing problem.
Your marketing can be working perfectly and you can still be losing cases you should be signing. We look at what happens after the phone rings — and help firms get measurably better at it.
Call Performance
We evaluate how your team handles inbound calls and identify where performance is breaking down. Most firms have never had an outside perspective on this.
Intake Team Development
We work directly with intake staff on the conversations that matter most — the ones where a potential client is deciding whether to trust your firm.
Speed to Contact
Response time is one of the strongest predictors of conversion in PI intake. We measure where you stand and what closing that gap is worth.
Lead Nurturing
Most leads don't sign on the first call. We build the systems that keep your firm present and top of mind through the decision process.
A performance baseline across your intake operation, specific coaching your team can act on, and the systems to sustain the improvement over time.
Not sure which area applies to your firm?
That's fine — most firms we talk to aren't sure either. Get on a call and we'll figure it out together.