Case study

How a Legal Marketing Agency Grew From 44 to 60+ Clients in Two Months

How a Legal Marketing Agency Grew From 44 to 60+ Clients in Two Months

A marketing agency that generates leads for law firms grew from 44 clients to more than 60 in two months. It did not hire to get there. We took reporting off its account managers’ plates and gave the agency the data it needed to prove the quality of its leads.

The problem

The agency’s account managers were spending a large part of their week building reports by hand, pulling numbers from several platforms into documents for each law firm. That left less time for the part of the job that keeps clients: managing the relationship.

The agency also had a harder problem. When a law firm was unhappy with results, it often blamed lead quality. In many cases the leads were fine and the firm was missing calls or handling intake poorly, but the agency had no data to show it. Without numbers on lead quality and on how each firm answered its phone, those conversations were one person’s word against another’s.

What we built

Automated client reporting. We built a reporting system on Google Sheets, BigQuery and Looker Studio, connected to the agency’s own reporting software. It produces polished PDF reports and live dashboards for every client without anyone building them by hand.

Missed-call tracking. The reports track missed calls at each law firm over time. When a firm says the leads are bad, the agency can show whether calls are being answered and how intake is going, so the conversation is about facts.

Lead scoring and qualification. We built a system that scores and qualifies every lead, so the agency knows how many leads were good and the client cannot argue with it. The qualification data is sent back to Google Ads, so campaigns learn which leads turn into real cases.

The result

  • 44 to 60+ clients in two months.
  • Reporting taken off the account managers’ plates entirely, so they spend their time on clients instead of documents.
  • Hard data on lead quality and intake, which turns “your leads are bad” into a conversation the agency can win.

With reporting running on its own, the same team could take on more clients. With proof of lead quality and intake on every report, the agency could keep them.

What other agencies can take from this

If your account managers build reports by hand, that time comes straight out of client relationships. Automating reporting is usually the fastest way to add capacity without hiring, and adding intake and lead quality data to those reports protects the clients you already have. You can see how we build reporting like this on our dashboards and reporting page.

Free strategy call

Find your biggest win with AI automation

A free 30-minute call. We look at your tools and your process, and find the automation that would make the biggest difference to your business. Prefer to see it first? Get a free demo build.

Book a Free Strategy Call