Intelligence
Lead source attribution → signed-case ROI
Stops measuring marketing in clicks. Every campaign is tied to leads, leads to signed cases, signed cases to projected and realized settlement value. The result: a CFO-grade view of which channels actually grow the firm.
What this module will include
- Channel attribution: Google Ads · Meta · SEO · referral · provider
- CPL / CPS / case-value-per-channel rollups
- Intake-to-sign conversion by source and campaign
- Top-converting campaigns + creative leaderboard
- Referral source performance (past clients, providers, partner firms)
- AI growth insights — budget shifts, creative refresh, channel mix
- Integration hooks for GA4, Meta Ads, Google Ads, Search Atlas
Architecture is in place — components, types, and service folders are scaffolded for this section. Phase 1B brings the live UI and mocked workflow logic; later phases connect MerusCase, Tavrn, and AI services.