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LEGAL MARKETING AUDIT

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Legal Marketing Audit

A marketing audit judged on signed cases, not on leads.

on signed cases

A marketing audit for a personal injury law firm is a systematic review of the whole marketing function: the data you report on, the spend across search, Local Services Ads, social media and television or radio, the website and the intake process behind it, your local visibility and Google Business Profile, and the firms taking the cases you never heard about. Every finding is judged against cost per signed case by case type. You get a severity-classified findings workbook and a 90-day plan with owners, in seven days, with no campaign work attached. Book a meeting and we will scope it honestly.

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750+ brands
Law firm marketing director reviewing printed case intake logs pinned beside a whiteboard of case types

WHAT WE AUDIT

Four questions a legal marketing audit has to answer.

has to answer

Every marketing audit we run works through the same four questions, in this order, because answering them out of order produces confident advice built on numbers that were never true. At a personal injury firm the order matters more than usual: leads are abundant, signed cases are not, and the two are frequently reported as if they were the same thing.

Data, intake and measurement

Data, intake and measurement

Spend and cost per signed case

Spend and cost per signed case

Website, local presence and the client journey

Website, local presence and the client journey

Organic, AI answers and competitors

Organic, AI answers and competitors

Can you trust the numbers before you act on them?

We start with measurement, because a marketing audit that skips it is guesswork with charts. That means Google Analytics configuration, call tracking and recording coverage, form and chat conversion tracking, Google Ads and Local Services Ads reporting, and whether marketing's numbers reconcile with the signed cases in your case management system. We place live test calls and submit test forms, and we time what happens next.

Intake is where most of the loss sits. Claire AI placed 1,000 live after-hours calls to personal injury firms across 25 cities in February 2026 and found 40.9% gave no live answer, while 29.2% of firms advertising 24-hour availability failed to answer. An audit that reports cost per lead while calls go unanswered is measuring the wrong end of the process.

  • Call tracking, forms and chat checked against live test contacts
  • Every enquiry traced from click to intake record to signed case
  • After-hours and weekend answer rates measured, not assumed
  • A list of numbers you should stop reporting until they are fixed

40.9%

of personal injury firms gave no live answer to an after-hours call in 2026

Where the money goes, and what it signs.

Then the spend: Google Ads and Microsoft search, Local Services Ads, paid social media, display and retargeting, television, radio and out of home where you run it, lead vendors and case brokers, plus the agency fees layered on top. We rebuild the numbers from platform data and invoices, identify waste by campaign, search term, audience and geography, and calculate cost per signed case by case type rather than cost per lead.

The category is expensive and getting more so. The American Tort Reform Association counted more than $2.5 billion spent on over 26.9 million legal services ads in 2024, with spending up roughly 39% since 2020 even as total ad quantity fell, and one firm accounting for 8% of all legal services ads in the country. Buying the same keywords as that budget without an efficiency answer is a plan to lose slowly.

  • Waste identified by campaign, search term, audience and geography
  • Cost per signed case by case type, not blended cost per lead
  • Lead vendors and case brokers priced against retained cases
  • A reallocation model for the budget you already have

$2.5B

spent on legal services advertising in the United States in 2024

What happens after the click, step by step.

Traffic is rarely the problem. We walk the journey the way an injured person does, on a phone first: the practice area and location pages, the case results and attorney profiles, the forms, chat and click-to-call, page speed on a real connection, the Google Business Profile for each office, and the first sixty seconds after contact. Then the intake script, the qualification questions, the follow-up sequence, and how a signed case is recorded.

We also test whether the site earns trust for the case types you want. A firm that wants trucking and premises cases but reads like a general accident practice will keep paying for the cases it does not want, and the audit shows that in the enquiry data rather than as an opinion.

  • Every step from click to intake contact timed and recorded
  • Forms, chat and click-to-call tested on mobile and desktop
  • Google Business Profile and local presence checked per office
  • Practice area pages judged against the case types you want

29.2%

of firms advertising 24-hour availability failed to answer an after-hours call

The demand you are not capturing, and who is.

The last block is demand. A technical and content audit of the site's health, indexation, practice area and local coverage and internal links, your visibility in Google and in AI answers, the local search and Local Services Ads landscape in each market you serve, and a competitor teardown covering their offer, their paid media, their organic footprint and their content.

Context for the squeeze: The CMO Survey reports marketing spending grew just 1.7% in the prior twelve months with budgets at 9.0% of revenue, so for most firms the realistic answer is to redirect effort rather than add it. The audit ends with the gap: the searches, questions and comparisons where other firms appear and you do not.

  • Technical and content findings ranked by traffic at risk
  • Coverage against real case type and local demand
  • Visibility in AI answers as well as classic search results
  • Competitor teardown with the specific gaps to attack first

1.7%

marketing spending growth across industries in the prior 12 months

Seven days

Fixed scope with a defined end date, agreed in writing

Nine areas

Covered every time, so a weak area is a finding not a gap

Signed cases

Every channel judged on cost per signed case by case type

No execution

A project, not a retainer, so findings cannot bend toward a sale

We made the difference for those brands

Creative, content, arts & culture

Creative, content, arts & culture

B2B software, fintech, insurance

B2B software, fintech, insurance

Travel & mobility

B2B software, fintech, insurance

Apparel and lifestyle

Consumer tech and platforms

Healthcare & regulated services

Consumer tech and platforms

Healthcare & regulated services

B2B software, fintech, insurance

Healthcare & regulated services

Consumer tech and platforms

B2B software, fintech, insurance

Healthcare & regulated services

Healthcare & regulated services

SMB

Retail & commerce

B2B software, fintech, insurance

Beauty, personal care & wellness

Healthcare & regulated services

SMB

Retail & commerce

B2B software, fintech, insurance

Beauty, personal care & wellness

Apparel and lifestyle

Retail & commerce

Creative, content, arts & culture

B2B software, fintech, insurance

Beauty, personal care & wellness

Creative, content, arts & culture

01 — The challenge

Leads are up, signed cases are flat, and nobody can say why.

The pattern repeats at personal injury firms. The agency reports leads and the intake team reports calls, and neither number ties to the cases actually signed. Local Services Ads, search, social media and a lead vendor all claim the same client. Nobody has separated cost per signed case by case type, so the marketing that produces soft tissue volume looks like the best performer and the marketing that produced one trucking case looks expensive. After-hours calls go to voicemail. Somebody suggests a marketing audit, and what arrives is a generic checklist with no numbers from your firm in it.

“Three vendors, four reports, and not one of them could tell me what a signed trucking case costs us.”

02 — Our approach

Seven days, evidence first, then a 90-day plan.

Fixed scope, a named senior lead, a start date, and no execution work attached. Day one is access and reconstruction: analytics, Google Ads and Local Services Ads, social platforms, Search Console, call tracking, the case management or intake system, your reporting and your marketing invoices including lead vendors and broadcast buys, so the audit argues from what happened rather than what was reported. Days two and three test measurement end to end: live test calls placed inside and outside office hours, test forms and chats, each traced through tags, call tracking and intake to a named owner. Days three to five cover the spend, the website and the client journey, intake scripts and follow-up, local presence and Google Business Profile per office, organic and AI search visibility, and a competitor teardown built from live assets. Day six is judgement: every finding written with the measured evidence beside it, a severity band, the cost of leaving it alone, and the specific fix. Day seven is the plan and the handover call.

Nine areas are covered every time, so a weak one is a finding rather than a blind spot: measurement, paid search, paid social, spend efficiency, website and funnel, organic and AI search, offer and positioning, competitors, and lifecycle. We review marketing and intake only. We give no legal, ethics or bar-advertising compliance advice, we recommend no case acquisition arrangement, and your own ethics counsel signs off anything the plan touches in that territory. We also do not run the campaigns afterwards, which is what lets the workbook state that a channel we sell is not worth funding for you.

03 — What we did

How the seven days actually run.

Access and reconstruction, then measurement and intake testing, then the money and the journey, then a plan your team can start on Monday.

Days 1-2 / Reconstruct

Your own data, rebuilt from the sources that can be trusted

Analytics, ad platforms, call tracking, the case management system and every marketing invoice including lead vendors, pulled into one view.

Platform exports reconciled against invoices

Days 2-3 / Verify

Test calls and forms followed from click to intake record

Live calls placed in and out of hours, forms and chats submitted, each traced through tracking and intake, then what cannot be relied on is listed.

A test call is worth ten tracking opinions

Days 3-6 / Findings

Every finding with evidence, severity and a cost of inaction

Spend, site, intake, local presence, organic and competitors, written one finding at a time and banded urgent, critical, needs attention or monitor.

Sorted by severity, not by discipline

Day 7 / Plan

A 90-day plan with owners and acceptance tests

Each action names the findings it closes, what done means as a number or a verified state, an owner and an effort estimate. Then a handover call.

Phased across days 1-30, 31-60 and 61-90

WHAT YOU GET

Six deliverables, all editable, all yours.

all yours

One workbook, one plan and the working files behind them, written for your case types, your markets and your intake team in plain language.

Findings workbook icon

Findings workbook

Every finding with the measured evidence, a severity band, the cost of inaction, the fix, an owner and an effort estimate.

90-day action plan icon

90-day action plan

Phased across three months, each action linked to the findings it closes and to an acceptance test rather than a vague outcome.

Budget reallocation model icon

Budget reallocation model

What the same budget returns moved between search, Local Services Ads, social media, broadcast and vendors, with the assumptions visible.

Cost per signed case framework icon

Cost per signed case framework

How cost per signed case is calculated by case type and market, what feeds it, and the tracking repairs needed before it can be trusted.

Intake findings and call evidence icon

Intake findings and call evidence

Answer rates by day and hour from live test calls, recording review notes, and where enquiries are lost between contact and signature.

Competitor teardown icon

Competitor teardown

Firm by dimension: offer and case types, paid media, site and intake, organic and AI visibility, with what each finding means for you.

HOW WE WORK

Operating standards, not promises.

Operating standards

Hand-tallied call answer log on lined paper with times written in pencil beside a legal pad
Live test calls
Placed inside and outside office hours and timed
Severity
Urgent, critical, needs attention or monitor, never a flat list
No legal advice
Marketing and intake only; your ethics counsel approves compliance points
Portable
Executable by your team, your agency or another firm
Shape

Single-office injury firms

One market, several vendors, and no agreed number for what a signed case costs.

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Multi-market and multi-state firms

Dozens of local markets, one reporting layer, and spend decisions made without market-level truth.

Explore

Firms shifting toward higher-value case types

Where the marketing still reads like a general accident practice and the enquiries prove it.

Explore

Built on trust. Proven by results.

We partner with SMBs and Fortune 500 companies to deliver more than reach — we bring clarity, execution, and measurable outcomes. Every successful partnership starts with a strong culture fit and a shared drive to grow.

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CASE STUDIES

Discover why these market leaders are choosing Web Tonic

Discover our work
Discover our work

Case studies

Website Portfolio

Video Ads

Static Ads

Stone Decorative — case study lead image

2026

137 → 1,075 monthly clicks · +85% calls

Quebec, Canada

Stone Decorative

A decorative stone retailer climbed from an average Google position of 30.5 to 11.0 and grew monthly organic clicks from 137 to 1,075 across the recovery window, while tracked calls rose 85.3% year over year on matched months.

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Home services & trades

Univer Phone — case study lead image

2026

+77% tracked calls · position 19.2 → 5.5

Saint-Eustache, Boisbriand and Mont-Royal, Quebec

Univer Phone

A three-store phone repair business moved from an average Google position of 19.2 to 5.5, grew search impressions 32.6% year over year, and took 1,844 tracked calls in twelve months against 1,044 in the twelve before that — a 76.6% increase on matched months.

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Retail & e-commerce

Oever — Event promotion (Google Ads)

2026

1,678,801 impressions · $3.05 CPM

New York City, United States

Oever

A New York stage production went from a cold Google Ads account to 1,678,801 impressions and 2,699 clicks in fourteen days, at a $3.05 CPM and $1.90 per click, with 842,159 of those impressions served inside a five-mile geofence around the venue.

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Events & venues

Santoy Calgary Painters — SEO

2026

+46% sessions

Calgary, Alberta, Canada

Santoy Calgary Painters

Across twelve matched months, a Calgary painting contractor grew all-channel sessions from 841 to 1,229 and profile direction requests from 473 to 571.

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Home services & trades

Peintres Montréal — SEO

2026

+441% sessions

Montreal and Laval, Quebec, Canada

Peintres Montréal

Across twelve matched months, a Montreal and Laval painting contractor grew all-channel sessions from 529 to 2,862 and new users from 472 to 1,823, with a two-month spike accounting for part of the gain.

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Home services & trades

Prépa PPL — audience launch

2026

0 → 1,575 sessions/month

France

Prépa PPL

A French private pilot licence exam-prep platform went from launch to 2,815 all-channel sessions in four months, reaching 1,575 sessions in July 2026 alone from a zero baseline.

Discover more

Education & training

Peinture Marcil — SEO launch

2026

0 → 2,176 sessions

Rive-Nord, Montreal, Quebec, Canada

Peinture Marcil

A Rive-Nord commercial and industrial painting contractor went from no measurable search presence to 2,176 all-channel sessions and 55 organic clicks in its first eight months, with profile website clicks up 72%.

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Home services & trades

Canado-Nacan Équipements — SEO

2026

36.2 → 25.8 avg position

Quebec, Canada

Canado-Nacan Équipements

Across twelve matched months, an industrial safety equipment supplier improved average Search Console position from 36.2 to 25.8 and grew all-channel sessions 9% to 17,724.

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B2B & SaaS

Benjel — SEO

2026

24.8 → 18.8 avg position

Montreal, Quebec, Canada

Benjel

Across twelve matched months, a Montreal air-quality and asbestos testing consultancy improved average Search Console position from 24.8 to 18.8 and grew impressions 13% to 980,767.

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Professional services

Arboxygène — SEO

2026

25.5 → 18.9 avg position

Montérégie, Quebec, Canada

Arboxygène

Across twelve matched months, a certified Montérégie arborist lifted average Search Console position from 25.5 to 18.9, grew impressions 34% to 858,405 and grew profile website clicks 26%.

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Home services & trades

Yubo — Performance-based UGC

2026

signups +35% · CPS −25%

5 continents

Yubo

Monthly sign-ups up 35% with cost per sign-up down 25% MoM

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Consumer apps & platforms

iTrustCapital — UGC & paid media

2026

CVR +100% · CAC −65%

United States

iTrustCapital

Conversion rate doubled and CAC cut 65% with 400+ deposits a month

Discover more

Fintech & financial services

Traiteur Tiguidou website homepage

Traiteur Tiguidou

Webflow

Webflow Site

Québec, Canada

Traiteur Tiguidou

Built Traiteur Tiguidou a Webflow site where every mobile catering concept gets its own page, its own colour world and its own reason to be booked.

Discover more

Events & hospitality

Millie & Jones website homepage

Millie & Jones

Shopify

Shopify Store + CRO

Hemel Hempstead, United Kingdom

Millie & Jones

Design, development and ongoing maintenance of a 193-product Shopify store for a family-run UK kids' bed brand, built around guided navigation and reassurance instead of a flat product wall.

Discover more

Home, sleep and furniture

MARCOZO website homepage

MARCOZO

Shopify

Shopify Design + Development

Canada

MARCOZO

Design and development of MARCOZO's Shopify store — a men's jewelry brand selling tarnish-resistant pieces through category browsing and campaign lookbooks.

Discover more

Jewelry & eyewear

BloomsyBox website homepage

BloomsyBox

Shopify

Shopify Design + Dev + CRO

United States

BloomsyBox

Design, development and conversion work on BloomsyBox's Shopify store — a farm-direct flower subscription that sells recurring plans and single bouquets from the same catalogue.

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Flowers & gifting

PetalDriven.com website homepage

PetalDriven.com

Shopify

Shopify Design + Development

Mar Vista, Florida, United States

PetalDriven.com

Design and development of PetalDriven's Shopify store — a farm-direct flower catalogue that serves working florists and first-time DIY wedding buyers from the same inventory.

Discover more

Flowers & gifting

SAINT homepage hero with the buy one get one free offer

SAINT

Shopify

Shopify Dev + CRO + Analytics

Australia

SAINT

Development, conversion work and analytics on SAINT's Shopify store — the fit-over product page, the bundle offer and the landing page that carries the paid traffic.

Discover more

Jewelry & eyewear

Culprit Underwear website homepage

Culprit Underwear

Shopify

Shopify Store + CRO

United States

Culprit Underwear

Site build and conversion work on Culprit Underwear's Shopify store — a loud, print-driven underwear brand where every drop is limited, so the store has to convert on fit confidence and bring the same buyer back for the next print.

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Apparel & fashion

Lyson Duval website homepage

Lyson Duval

WordPress

WordPress Site

Québec, Canada

Lyson Duval

A WordPress site for a Québec mentor and EFT practitioner, built so each programme — the collective sanctuary, the self-paced course, the seasonal event — has its own page and its own argument.

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Coaching & wellness

WholesaleRoses.com website homepage

WholesaleRoses.com

Shopify

Shopify Design + Development

Miami, Florida, United States

WholesaleRoses.com

Design and development of WholesaleRoses.com on Shopify — a farm-direct bulk rose catalogue built so florists, event planners and DIY buyers can shop the way they actually think.

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Flowers & gifting

roe Wellness website homepage

roe Wellness

Shopify

Shopify Design + Development

United States

roe Wellness

Designed and built the Roe Wellness Shopify store — a mom-and-baby skincare range merchandised around customer-submitted before/after photography and heavily structured reviews.

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Skin care & beauty

Centre Dentaire Valiquette website homepage

Centre Dentaire Valiquette

WordPress

WordPress Site

La Petite-Patrie, Montréal, Québec

Centre Dentaire Valiquette

The first website for a family dental clinic that had run on word of mouth in La Petite-Patrie since 1986 — built to feel as calm as the practice itself.

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Healthcare

Petzyo website homepage

Petzyo

Shopify

Shopify Design + Development

Australia

Petzyo

Design and development on Petzyo's Shopify store: a B Corp certified Australian dog food brand selling dry, raw and treat ranges, plus a subscription box, on nutrition detail rather than cute packaging.

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Supplements and wellness

Oura Health

Health & Medical

InBeat OURA SOW001 D2 UGC Matthew 9x16 — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b886157ed9bc2f507c28_out2.mp4

Oura Health

Health & Medical

Track your health more accurately with a sleek smart ring

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889cfe1dedd519c829fc4_out.mp4

Oura Health

Health & Medical

Monitor your health effortlessly without changing your lifestyle

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b86e14801b4217b47458_out2.mp4

Oura Health

Health & Medical

Consistent daily habits and tracking can help improve your overall health

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a7889ad204f7a9be21fd5ab_out.mp4

Oura Health

Health & Medical

Get more clarity and less pressure with health insights

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Oura Health

Health & Medical

Understand your cycle and work with your body's natural rhythm

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78c28aacb83de1fd8e3adc_out2.mp4

Oura Health

Health & Medical

Skip the trial and error with a personalized health wearable

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78897524cfb409e117db2d_out.mp4

Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 Jenny — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b8333a753f3186f64e0a_out2.mp4

Oura Health

Health & Medical

A more accurate and comfortable way to track your health

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Oura Health

Health & Medical

InBeat OURA F UGC D 9x16 868gjy6ba — video ad creative

https://s3.amazonaws.com/webflow-prod-assets/69dce281d3b49704d8c8cdd0/6a78b80e157ed9bc2f504f45_out2.mp4

Oura Health

Health & Medical

Track your health and wellness throughout your daily routine

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Food Allergy Institute

Health & Medical

EN

Access expert allergy treatment from anywhere in the country

Food Allergy Institute

Health & Medical

EN

Overcome food allergies with a proven tolerance program

Food Allergy Institute

Health & Medical

EN

Help your child build lasting tolerance to food allergies

MDF

Automotive

FR

Fast and reliable mobile roadside assistance when you need it

MDF

Automotive

FR

Manage your commercial fleet with zero downtime

MDF

Automotive

FR

Avoid surprise bills with transparent auto repair pricing

MDF

Automotive

FR

Get quality car repairs for ten percent less

MDF

Automotive

FR

Enjoy ten percent off your next car repair

MDF

Automotive

FR

Trust your vehicle with affordable and reliable maintenance

MDF

Automotive

FR

Save ten percent with your trusted local mechanic

MDF

Automotive

FR

Get ten percent off all your auto repairs today

Hopper

Travel & Hospitality

EN

Stop wasting money on overpriced hotel rooms

FAQ

What firms ask before commissioning a marketing audit.

What does a personal injury marketing audit cover?

Nine areas, every time: measurement, paid search, paid social, spend efficiency, website and funnel, organic and AI search, offer and positioning, competitors, and lifecycle. For a firm that means Google Ads and Local Services Ads, Google Business Profile and local search, practice area and location pages, case results and attorney profiles, lead vendors, and intake from the first ring to the signed retainer. Every finding carries evidence, a severity band and a fix.

Why judge everything on cost per signed case?

Because cost per lead rewards the wrong marketing. Two channels can deliver identical lead volume while one produces soft tissue enquiries and the other produces the trucking or premises cases you built the firm around. We reconcile signed cases from your case management system, map sources to them once, and report cost per signed case by case type and market. Where the data cannot support that yet, the workbook says so and the plan fixes it first.

Do you audit our intake team?

We audit the intake process, with evidence, not the people. We place live test calls in and out of hours, submit forms and chats, review recordings against your own script, and time every response. Benchmark calling of 1,000 after-hours enquiries in February 2026 found 40.9% of personal injury firms gave no live answer and Friday was the worst day at roughly a 45% answer rate, so this is usually where the fastest gains sit.

Do you give legal or bar advertising compliance advice?

No. We review marketing and intake performance and give no legal, ethics or bar-advertising compliance advice, and we recommend no case acquisition arrangement. Where a finding touches advertising rules, disclaimers, testimonial use or fee language, the workbook flags it for your ethics counsel to decide, and the plan waits on their answer rather than guessing.

How is this different from a marketing audit checklist?

A checklist tells you what to look at. An audit produces findings about your firm, each with the measured evidence beside it, a severity band, what leaving it alone costs, and the fix. We keep the nine-area scope fixed so nothing is skipped, but every line comes from your analytics, ad accounts, call recordings, case management data, invoices and live site.

What does the audit cost?

A fixed fee quoted after a scoping call, with deliverables and dates written down before you commit. It varies with the number of markets, case types and ad accounts in scope and the state of your data, so publishing a rate would mislead most readers. For context on the market you compete in, more than $2.5 billion went into legal services advertising in 2024. Book a meeting for a scope and a number.

Do you run the campaigns afterwards?

Not as part of this. The audit is a project with a defined end and no retainer attached, which is what lets the workbook say that a channel we would happily sell is not worth funding for you. Your team, your current agency or another firm can execute the plan. If you later want us to run something, it is scoped and quoted separately.

Three vendors report the same client. How do you resolve that?

We set one standard and apply it. Signed cases are reconciled from your case management records, then sources are mapped to them once, so a single retainer is credited once instead of three times. Where tracking cannot support a conclusion, the finding is labelled directional and the repair goes into the plan. Building that reporting layer is marketing operations consulting, quoted separately.

Our case management data is incomplete. Should we clean it first?

No, that is part of what the audit measures. Validity's 2026 study of 500 organisations found 62% had lost revenue to poor client data and only 41% had a named governance owner, so waiting for clean data means waiting forever. We document what the data can and cannot support and put the repairs in the 90-day plan.

Does the audit cover television, radio and billboards?

Yes, where you run them, priced against what can be shown rather than what the rep promised. Television ad quantity for legal services peaked in 2023 above 16.4 million ads and radio peaked in 2024 above 6.8 million, so broadcast is still a real competitive force. We measure branded search lift, call volume by daypart and market, and say plainly where the evidence is thin.

How is this different from marketing strategy consulting?

Direction of travel. The audit looks backwards at evidence: what the marketing and intake function has been doing, what it signed, and what is broken. Marketing strategy consulting for injury firms looks forward and decides case type priority, positioning, channel roles and budget. Most firms buy the audit first, because a plan written on unverified numbers is a guess with headings.

How is this different from growth advisory?

Scope of the question. Growth advisory hunts the commercial constraint on growth wherever it sits, including case mix, capacity and settlement cycle. The marketing audit stays inside marketing and intake and produces evidence plus a 90-day plan.

Who needs to be involved from our side?

The partner who owns marketing, the intake manager, and someone who can grant access to analytics, ad accounts, call tracking and the case management system. Expect roughly three to four hours across the week: a kickoff, short interviews and the handover call. Everything else is our work on your data.

We are about to change agencies. Is now a good time?

It is one of the best moments for it. The workbook documents what the current setup produced, the plan states what the next partner has to deliver, and the cost per signed case framework gives you a baseline they inherit rather than reset. We hold no media, so nothing in the audit is written to win the retainer that follows.

What happens after the plan?

Your team runs it, and every action has a named owner and an acceptance test. Many firms book a review at ninety days to check the leading indicators, which takes half a day and is optional. Where you want a standing numbers habit, scorecard advisory sets one up and hands it back, and the parent engagement is the marketing audit itself.

Want to know what a signed case actually costs you, by case type and market?