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LitifyLegal intake and practice software

Litify knows which callers signed. Your ads don't.

Your intake team logs every call in Litify and accepts or turns it down, yet Google Ads still optimizes toward calls and form fills. Litify keeps prospects on intake records inside Salesforce, and Google's documented Salesforce import reads Leads, Opportunities and Orders, so a plain connection can miss them. We put the ad click on each intake and send signed cases back, so personal injury, mass tort and workers' comp campaigns bid on retained clients.

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Litify · what breaks

What goes wrong between Litify and your ads

  1. 01

    Google pays for callers your intake team turns down

    Google Ads counts the call as a conversion the moment it qualifies. Litify's later verdict (wrong practice area, no injury, past the statute) never reaches Google, so Smart Bidding keeps buying the same calls.

  2. 02

    Intakes arrive with no ad source on them

    Calls come in through one of 20+ phone-system connections, after-hours messages through an answering service, and web forms through Agentforce or a custom build. Litify documents no GCLID or UTM capture on any of them, so the intake's source is only as good as what someone types in.

  3. 03

    Your cost per case report never reaches the algorithm

    Litify can report on any field, so the firm sees cost per signed case by channel. Google Ads and Meta see none of it, and they decide where tomorrow's budget goes.

  4. 04

    Referred-in cases inflate what ads appear to earn

    Cases received through Litify Referral Network or from co-counsel sit in the same system as your ad leads. Counted together, they make return on ad spend look better than it is and hide which campaigns lose money.

Litify · the fix

What changes once it's fixed — Litify

  • Bidding learns from signed retainers

    Google Ads and Meta get a conversion when Litify marks the case signed, valued by case type, so spend drifts toward the claims your firm wants.

  • Every intake carries its click

    GCLID, Meta click ID, UTMs and the call-tracking record sit on the Litify intake from the first ring, whatever path created it.

  • One cost per case number everyone trusts

    Litify's dashboard and each ad platform agree case by case for a closed month, and referred-in matters stay out of the ad view.

Litify · architecture

What Litify actually lets us hook into

Litify is built on Salesforce, so its data is reachable the way Salesforce data is. Where Litify's public docs are silent, we confirm it in your org.

  1. 1

    Salesforce objects and reports

    Litify says every field can be reported on and cites an API toolkit. That's where we read intake status, case type and signed date.

  2. 2

    Telephony connections

    Litify documents 20+ VoIP integrations. We check whether yours writes the tracking number or call ID to the intake.

  3. 3

    Call tracking

    Litify's blog names CallRail for tying calls to campaigns. We confirm the click ID reaches the matching intake, not just CallRail.

  4. 4

    Google Ads Data Manager

    Google documents Salesforce imports from Lead, Opportunity and Order objects. If signed cases live only on Litify intakes and matters, we send them another way.

  5. 5

    Meta Conversions API

    We found no Meta connector in Litify's public material, so signed cases go to Meta from a server you own, deduplicated by event ID and name.

Litify · diagnose

Where Litify tracking breaks, in the order we check

Most Litify firms lose the click before the intake exists, so we start at the phone and the form.

  1. 01

    Place a tagged test call and a tagged test form

    Then open the intake. Is the GCLID or call-tracking source on it, or blank?

  2. 02

    List what Google Ads counts as a conversion

    Ad calls, forms and page views often all count; signed cases count nowhere.

  3. 03

    Check which object holds 'signed'

    Intake status, matter creation or a custom field, and whether Google's connection can see it.

  4. 04

    Separate referrals from paid leads

    Referral Network and co-counsel intakes need their own source value before any upload.

  5. 05

    Compare signed cases with reported conversions

    Per case, for a closed month, in Litify and in each ad account.

Litify · prove

The QA evidence — Litify

Every check uses live intakes in your own Litify org, your tracking numbers and your web forms, never a sandbox.

Source of truth

Litify intake and matter records: intakes by status and source, and signed cases by signed date and case type

  • A tagged test call and form, each creating a Litify intake with the click ID filled in.
  • A test intake marked signed, seen once in Google Ads and once in Meta Events Manager.
  • Turned-down and Referral Network intakes confirmed absent from every upload.
  • Signed cases reconciled one by one against each platform for a closed month.
  • Repeated 30 days later and after any change to intake statuses.

Litify · free audit

What we check in the free audit

  • Place a tagged test call and a tagged test form
  • List what Google Ads counts as a conversion
  • Check which object holds 'signed'
  • Separate referrals from paid leads
  • Compare signed cases with reported conversions

Checked against

Litify intake and matter records: intakes by status and source, and signed cases by signed date and case type

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Litify · when not to buy

When you don't need us for Litify

Some Litify firms get little from ad tracking, and we'd rather say so on the first call.

  • If nearly all your cases come from referrals, TV or billboards, click-based tracking has little to improve.
  • If your ads already upload signed cases from Litify and the counts match your matters, leave it alone.
  • If Litify hasn't gone live yet, get intake statuses settled first; tracking built on moving statuses breaks.
  • If you buy leads from a vendor rather than running your own ads, the vendor's reporting is the number that matters.

Litify · what we deliver

The event map on Litify

  • Call or form inquiry

    Leading signal from call tracking or the site form, with the click ID; never bid on alone.

  • Intake created in Litify

    Click ID, UTMs and caller number written to the intake, repeat callers matched by phone.

  • Qualified intake

    When your criteria, or the Intake Qualifier Agent if you use it, call the case viable.

  • Signed case

    The main conversion, sent when your org marks the intake signed (a status, matter creation or custom field we confirm), valued by case type.

  • Turned down or no contact

    Kept for reporting, never sent as a win.

  • Excluded

    Referral Network and co-counsel cases, existing clients, vendors and spam stay out of ad conversions.

Written guarantee

95%+ tracking accuracy

Measured against Litify intake and matter records: intakes by status and source, and signed cases by signed date and case type. Miss it and we keep working at no cost.

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FAQ

Litify questions, answered

Usually not out of the box. Google's Salesforce connection reads Leads, Opportunities and Orders, while Litify tracks prospects on its own intake records, so signed cases typically need a dedicated upload.

Free · 30 min

Send your signed Litify cases back to your ads

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