Your clients love Case Status. Your ads still can't tell who signed.
Case Status picks a client up after the record already exists in Clio, Filevine, Litify, Salesforce or another case system, so the ad click has to be saved before that, at intake. Without it, Google bids on form fills and Meta scores every inquiry the same. We store the click on the matter and send signed cases back to each platform, with referrals and existing clients left out.
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Case Status · what breaks
What goes wrong when Case Status sits behind your ads
- 01
Google thinks every intake form is a signed case
Case Status works from records your case system already holds, and its integrations page lists no Google Ads or Meta connection. So bidding keeps learning from raw inquiries (wrong practice area, out-of-state callers, spam) and your budget follows them.
- 02
The ad click is gone before the client app starts
Matters sync from your case management system into Case Status. If intake never saved the GCLID or UTMs on the matter, nothing downstream can tie a personal injury retainer to a campaign.
- 03
Referrals get credited to your brand ads
Case Status prompts happy clients to refer a friend from the app. That friend can search your firm's name, click a branded ad and fill out the form, so Google claims a case your client earned and brand campaigns look stronger than they are.
- 04
Existing clients look like new leads
Clients hunting for the Case Status portal or an update can click your branded ads, tap the login link or use the contact form. If any of that counts as a conversion, cost per lead looks better than it is and budget decisions rest on people you already represent.
Case Status · the fix
What changes — Case Status
Bidding learns from signed retainers
Signed matters go to Google Ads and Meta from your case records, matched to the stored click, so workers' comp, disability and mass tort budgets move toward searches that sign.
Referral and returning-client traffic separated
Case Status referrals are tagged at intake and current clients are excluded from prospecting audiences, so paid numbers describe paid growth.
Case value on the conversion, not a flat count
Where your case fields hold stage or settlement milestones, the same ones Case Status uses for client updates, we send them as value so a declined case and a strong one stop scoring the same.
Case Status · architecture
What Case Status actually lets you hook into
Case Status is a client communication layer on your case management system. Its documented connections point there, not at ad platforms.
- 1
Case management sync
Clio and Filevine push new contacts and matters in, usually within minutes; Salesforce leads and contacts sync in near real time. That upstream record is where the click must already live.
- 2
Two-way message sync
Client messages, documents and photos sync back to the matching matter. Useful for intake history, never for ad conversions.
- 3
Zapier
Case Status documents sending information to other apps through Zapier but doesn't publish its triggers. We confirm on your account whether referral or survey events are available.
- 4
Review and referral requests
Timed Google review requests and in-app referrals, which can route to Statusphere or another platform, reported in the Client Experience Dashboard.
- 5
No ad or analytics connection
Its integrations page lists no Google Ads, GA4, Tag Manager, Meta Pixel or public API. Conversions have to come from the case management side.
Case Status · diagnose
Where tracking breaks around Case Status, in diagnostic order
Start upstream. By the time a client opens the Case Status app, attribution was already kept or lost.
- 01
Check the matter for a click ID
Open three recent signed cases and look for GCLID, fbclid or UTMs on the record.
- 02
Read what Google is bidding on
If the primary conversion is a form fill or page view, bidding is optimizing for inquiries, not the retainers that later show up in Case Status.
- 03
Scan search terms for existing clients
Queries with your firm name plus login, portal, app or case status are clients, not prospects.
- 04
Test the client login link
Click it once and watch whether Google or Meta records a conversion.
- 05
Follow a Case Status referral
See what source the referred lead gets in intake, and whether an ad claims it.
- 06
Check audience exclusions
The clients you invite to Case Status should be excluded from prospecting campaigns, not retargeted for a case they already have.
Case Status · prove
The QA evidence — Case Status
Run on a real inquiry from an ad-tagged URL, carried all the way to a matter and a Case Status invite.
Source of truth
Signed matters in your case management system, cross-checked against the clients invited to Case Status and the referrals shown in its Client Experience Dashboard
- One test inquiry with its click ID confirmed on the intake record and on the matter.
- Exactly one signed-case conversion per matter in Google Ads and Meta, and none for a rejected inquiry.
- A Case Status referral confirmed tagged as referral, not paid.
- The client login link and portal visits confirmed to fire no conversion.
- Signed matters reconciled one by one across a fully closed month.
- Repeated 30 days later and after any change to intake, case stages or the fields mapped into Case Status.
Case Status · free audit
What we check in the free audit
- Check the matter for a click ID
- Read what Google is bidding on
- Scan search terms for existing clients
- Test the client login link
- Follow a Case Status referral
- Check audience exclusions
Checked against
Signed matters in your case management system, cross-checked against the clients invited to Case Status and the referrals shown in its Client Experience Dashboard
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Case Status · when not to buy
When you don't need this with Case Status
Plenty of firms using Case Status have nothing here worth fixing.
- If you don't run paid ads and growth comes from referrals and reviews, Case Status's own dashboard is the report you need.
- If your intake tool already sends signed cases to Google Ads with the click ID, Case Status adds no gap, and we'll say so.
- If ads bring only a few signed cases a month, fix call and form quality first; offline imports need volume to steer bidding.
- If the only problem is the Case Status login link counted as a conversion, removing that conversion is a quick change you can make yourself.
Case Status · what we deliver
The event map around Case Status
Inquiry captured with its click
Form or tracked call, with GCLID, fbclid and UTMs written to the intake record. A secondary signal, never the bidding target.
Consult qualified
The intake decision from your case management system or intake tool, so rejected inquiries stop teaching the algorithm.
Retainer signed, matter opened
The primary conversion, fired when the matter is created, before Case Status even sends the client invite.
Case milestone or settlement value
Sent as a value update from mapped case fields, only where your firm records them consistently.
Referral from the Case Status app
Tagged as referral source at intake and kept out of paid attribution.
Excluded on purpose
Portal logins, app downloads, client messages, review requests and status-update form fills. None of them is a new case.
FAQ
Case Status questions, answered
No ad or analytics integration appears on its integrations page. It connects to case management systems, Salesforce and Zapier, so tracking is built around the case management record.
Not by itself. It only sees records after they sync from your case management system or Salesforce, so the click has to be captured at intake and stored on that record.
No. A friend referred from inside the app was won by your existing client. Tag those leads as referrals at intake so a branded search ad doesn't take the credit.
Only a narrow slice goes: the conversion name, a value, a hashed email or phone and the click ID. Practice area details, injuries, client messages and survey comments stay inside your systems.
Often because they search your firm's name to find the Case Status portal or ask for an update, and a branded ad is the first result. Keep those clicks out of conversions and prospecting audiences.
The ones Case Status syncs with, including Clio, Filevine, Litify, SmartAdvocate, MyCase, CASEpeer, PracticePanther and Smokeball. The conversion is sent from that system's records.
More on Case Status
- Shopify reconciliationReconciling Shopify orders against what the ad platforms report
- CAPI deduplicationMaking the Pixel and the Conversions API count one sale once
- Server-side migrationMigrating from browser-only tracking to first-party server-side
RELATED GUIDES
Booking tools beside Case Status, and what their bookings feed
- Assembly NeosNeos shows which intakes became cases. Google Ads never finds out.
- SmokeballSmokeball conversion tracking: your ads count form fills, Smokeball counts signed clients
- LawmaticsLawmatics knows which leads hired you. Your ads don't.
- IntakerIntaker shows you every chat. Your ads can't tell which ones signed.
- Clio GrowClio Grow conversion tracking that counts signed clients, not form fills
- GavelYour Gavel bundles sell. Google Ads says they don't.
- LitifyLitify knows which callers signed. Your ads don't.
- Lead DocketLead Docket shows which sources sign cases. Your ad accounts still don't.
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Make your ads learn from the cases Case Status sees
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