Immigration law firm engagement: paid media, intake, CRM, and signed-retainer tracking were connected. Client identity and outcome figures are withheld pending final publication approval.
Immigration law firm engagement: paid media, intake, CRM, and signed-retainer tracking were connected. Client identity and outcome figures are withheld pending final publication approval.
Immigration law firm, United States · Service: CaseFlow · Engagement: the engagement
An anonymized U.S. immigration firm already had demand. The leak was visibility: paid media, intake, and signed retainers did not live in one clean loop. CaseFlow connected the path from ad spend to retained client, then used that signal to improve where budget went next.
The situation. The firm had paid demand and intake activity, but the path from ad spend to signed retainer needed a cleaner loop.
What was missing. Platform reports could show activity, but not enough signed-case signal to decide where the next dollar should go.
What changed. CaseFlow connected paid media, intake, HubSpot, and signed retainers into one operating loop.
Immigration law firm engagement: paid media, intake, CRM, and signed-retainer tracking were connected. Client identity and outcome figures are withheld pending final publication approval.
Immigration law firm engagement: paid media, intake, CRM, and signed-retainer tracking were connected. Client identity and outcome figures are withheld pending final publication approval.
CaseFlow connected ad spend, intake, HubSpot, and signed-retainer records so the firm could compare source and retained-work economics. Client identity and outcome figures are withheld pending final publication approval.
Fix one piece and the rest still leaks. We run the whole system and pressure-test it before we spend a dollar.
Tracking, mobile, and intake get sealed before we spend a dollar.
Every lead gets a Green, Amber, or Red grade. Good-fit leads guide the next dollar.
P&L by service line. We scale what actually closes.
Immigration law firm engagement: paid media, intake, CRM, and signed-retainer tracking were connected. Client identity and outcome figures are withheld pending final publication approval.
Immigration law firm engagement: paid media, intake, CRM, and signed-retainer tracking were connected. Client identity and outcome figures are withheld pending final publication approval.
An anonymized U.S. immigration firm did not need another report celebrating form fills. The useful shift was tying paid demand to signed retainers so budget could be judged by case economics. The withheld outcome rate is public; absolute figures stay private.
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