Tracking & Reporting
Know which channels, campaigns, and pages actually book consults.
You can't fix what you can't see. We wire every channel, form, and call back to a source so decisions are based on what's actually working.
What this is built to improve
- Consult-level attribution, not click-level
- Clear dashboards for the numbers that matter
- Confidence to reallocate spend
What's included
- GA4 + Google Ads conversion setup
- Call tracking with dynamic number insertion
- CRM connections and dashboards
- Monthly reporting and review
Live dashboard
One dashboard with your numbers, built around return.
Live from day seven and open to you around the clock. No monthly slide deck, no waiting for a report.
Your firm, this month
LiveAd spend
Calls and forms
Consults booked
Consults held
Signed clients
Cost per consult
Cost per signed client
Return on spend
Every number ties back to return, so the question is never how many clicks, it is what each client cost and what they were worth.
The trace
From first click to signed client.
Source
Keyword, ad, LSA, map listing, or organic page captured on arrival.
01Contact
Dynamic numbers and form tracking tie the call or submission to that source.
02Consultation
Booked and held status flows in from the calendar and your CRM.
03Revenue
Signed client value closes the loop so cost per client is real, not estimated.
04Want to model the return before you spend anything. The calculator uses your close rate and client value to show the twelve month picture.
Part of one system
Tracking & Reporting is one piece of the system we build and run for estate planning firms. It works alongside Google Ads and LSAs, landing pages and VSLs, and intake and speed to lead. See how they fit together on the services overview, model the return with the Growth Math calculator, or read the FAQ.
Founder-Led
Every firm we take on is run by me personally for the audit, the strategy, the set up, and the day-to-day. I'm reachable directly on Slack or text message, any day of the week. No hand offs.
Why niched wins
Focus is the unfair advantage generalist agencies can't copy.
Estate firms only
We only work with estate planning, trust, probate, and elder law firms — one per metro. Every campaign, page, and intake flow is built around how families actually search, compare, and choose counsel.
Built for how families decide
Choosing an estate attorney is a trust decision made slowly and checked carefully. Our pages, ads, and intake flows are designed for that decision — not adapted from ecommerce playbooks.
Rules built into the system
Attorney-advertising, TCPA, and fee-splitting rules are baked into our playbook — not bolted on after a bar complaint.
Built for law firms
Marketing that respects the rules you practice under.
Generalist agencies learn the hard way. We build every asset with attorney-advertising rules, TCPA, and Rule 5.4 in mind from day one.
Bar-compliant advertising
Attorney-advertising and solicitation rules change by state and practice area. Every campaign, landing page, and disclaimer we ship is built around the specific rules that apply to your firm.
TCPA-safe follow-up
Fast call and text follow-up is where most firms take on risk. Our sequences are built around express consent, easy opt-outs, and quiet-hours windows so your intake stays on the right side of the TCPA.
No fee-sharing risk
Our fee is a flat monthly subscription for service. Never a share of your fees, never a cut of signed cases — no Rule 5.4 fee-splitting exposure.
Client data kept private
Intake often captures sensitive client details. That data is stored securely, handled within applicable privacy rules, and never used without your client's consent.
Flexible team
A full growth team, or the missing pieces.
Keegan leads every account directly — one point of contact, no account managers. Behind him sits a small senior bench: paid media, SEO, CRO, intake, analytics, and compliance. The mix flexes month to month based on what moves your number next. No hiring process, no extra admin.
FAQ
Questions we hear.
You'll benefit from one, but we can start with what you have.
20 qualified consultations a month or you don't pay.
Your number, timeline, and terms are written into your agreement before you pay anything.
One firm per metro.
Find the 3 gaps costing your firm consultations.
Free. 30 minutes. No pitch deck.