Referral Source ROI Reporting System
A done-for-you law firm automation built for the Business Development Director, connecting Jotform, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
The moment a new client signs an engagement letter, the automation automatically tags their matter in Clio Grow with the originating marketing channel or referral source, whether that's a Google Ads campaign, a referring attorney, or a past client, pulled from the original intake form data captured in Jotform.
A Zapier workflow feeds every tagged signing into a live Google Sheets or Airtable dashboard that calculates signed-client volume and revenue by source automatically, updating in real time rather than requiring someone to compile numbers at month end.
The business development director receives a weekly Slack summary showing which referral sources and marketing channels are actually converting into paying clients versus which ones just generate consultations that go nowhere.
With real signed-revenue attribution instead of a gut feeling, firms typically redirect marketing spend within a quarter toward the two or three sources actually producing business.
- CRM (e.g., Clio Grow or HubSpot)
- Zapier or Make.com
- Jotform (intake source tracking)
- Google Sheets or Airtable (referral dashboard)
- Slack (weekly summary)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without this system, a business development director manually pieces together information from different places, then has to relay it to everyone who needs it. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Daily and weekly digests delivered automatically
- Threshold alerts when a key number moves
- Dashboards fed directly from your systems
- Client and owner reports assembled without copy and paste
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