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Growth You Can Track: Law Firm Marketing & Intake Metrics That Matter

In the second installment of our “Metrics That Matter” series, legal business strategist Krystal Champlin-Gerage shares how to take the guesswork out of your marketing and client development efforts. You’ll discover how to track real performance, calculate ROI across all channels, and streamline your law firm intake process to drive growth with intention.

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Why Should Law Firms Track Marketing Metrics?

If you’re not tracking performance, you’re flying blind. Marketing success depends on your ability to connect efforts with outcomes—and that starts with the right data.

By monitoring key law firm marketing and client development metrics, firms can uncover what’s actually driving results. From digital campaigns to referral programs, this data shows where your most valuable clients come from, how effectively your intake process is working, and how to better allocate resources for stronger returns.

4 Steps to Evaluate Marketing ROI for Law Firms

A law firm marketing strategy without measurement is just a best guess. To build a thriving, scalable firm, you need a clear understanding of how your marketing spend translates into client growth and profitability.

Marketing ROI (return on investment) is your compass for this. It connects your efforts to outcomes—and helps you focus on what’s worth investing in.

1. Break Down Marketing ROI by Channel

Each marketing channel—whether it’s organic search, paid ads, email, or referrals—performs differently. To get a clear picture, assess them individually:

  • How much is spent on each channel?

  • What leads and clients are they generating?

  • What’s the average revenue per client?

Use the formula: (Revenue – marketing cost) ÷ marketing cost. This helps identify the most efficient paths to new business.

2. Track Cost to Acquire a New Client

Cost per acquisition (CPA) is a crucial indicator of efficiency. A high CPA can reveal bottlenecks or underperforming tactics; a lower CPA often signals that your marketing and law firm intake processes are aligned. You can lower this cost by:

3. Look Beyond the Initial Touchpoint

It’s not just about the first consultation. Clients who stay longer, refer others or return for future services offer far more value. Consider lifetime value in your ROI assessments—and invest in law firm marketing strategies that foster long-term relationships, not just one-time cases.

4. Focus on Scalable, Cost-Effective Growth

Once you understand which channels and tactics produce the best results, reallocate resources accordingly. Maybe that means fine-tuning your PPC strategy or investing in intake and lead management tools—what matters is using the data to fuel sustainable and smart growth.

How to Improve the Law Firm Intake Process and Experience

Intake isn’t just administrative—it’s a direct contributor to your marketing performance and client satisfaction. A smooth, efficient law firm intake process can lower acquisition costs and set the stage for a positive client experience from the very first interaction.

Here’s how to refine it:

  • Shorten the onboarding timeline: Simplify scheduling, automate document collection, and cut unnecessary steps. The faster clients move through the intake process, the more likely they are to stay engaged and convert.

  • Boost retention and referral potential: First impressions count. When your intake process is responsive, professional, and personal, clients are more likely to trust your firm, stick with you, and recommend your services to others.

  • Design a law firm intake process with the client in mind: Make it easy to take the next step. Think mobile-friendly forms, clear communication, and transparency at every stage. A client-focused intake not only converts better but also enhances satisfaction.

Which Law Firm Marketing Metrics to Track for Strategic Growth 

Understanding what to track is half the battle. These core law firm marketing metrics help you move from reactive tactics to data-backed decisions that fuel meaningful growth.

Here are the KPIs every firm should have on their radar:

  • ROI by marketing channel: Identify which channels generate the best return.

  • Cost per client acquisition: Evaluate marketing efficiency and profitability.

  • Client retention rate: Measure loyalty and long-term value.

  • Lead-to-client conversion rate: Track how well leads turn into paying clients.

  • Time to onboard and respond: Reduce delays and increase engagement early in the journey.

Keeping an eye on these numbers allows your firm to transform its marketing from an expense into a reliable driver of growth.

Watch the Full “Metrics That Matter” Webinar Series

This session is part of a four-part “Metrics That Matter” series designed to help law firms grow smarter. Whether you’re running a solo practice or leading a fast-growing team, you’ll gain practical strategies and data-driven insights to elevate your marketing and client development.

View the first session here or learn more about past and upcoming MyCase webinars here.

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