Professional services

Legal Services

Case economics, WIP and cost per acquired case, settled.

Case management, marketing and finance systems do not talk, so cost per acquired case is a guess and WIP value drifts between fee-earner and finance views. We build one case lifecycle from first touch to settlement.

The numbers that matter here

Cases openedCost per acquired caseWIP valueSettlement valueTime to settle

What we'd connect here

Practice management — Proclaim, LEAP, Osprey, ClioTime recordingLegal accountsDocument managementIn-house SQL database

Whatever it is and however it exposes itself — API, database, nightly file, or a spreadsheet somebody maintains by hand. We only ever need read access, with personal data excluded.

What we do about it

Where it hurts

  • Case management, marketing and finance systems don't talk
  • Cost per acquired case is a guess
  • WIP value drifts between fee-earner views and finance views
  • Panel and source performance unknown until a case closes

What Acta builds

  • Case lifecycle history from first touch to settlement
  • Funnel and lifetime value by panel, source and claim type
  • Shared WIP and pipeline view for partners and finance
  • Settlement and duration benchmarks by case type

What you get

A partner pack that is current every time they open it, ending the 'whose number is right?' debate.

Live in months rather than years, from £5k a month, on your own Google environment — handed over to you, or run by us.

Inside a legal services engagement

In a law firm the case management system, the marketing stack and the finance or practice-management system do not talk, so the economics of a case are guessed rather than known. Cost per acquired case is a back-of-envelope number, WIP value drifts between what the fee-earners think it is and what finance will recognise, and panel or marketing-source performance is invisible until a case closes months or years later.

We build one case lifecycle in your own BigQuery, from first marketing touch through to settlement, and join the spend, the WIP and the outcome to it. The source that usually gets reconsidered is one delivering cheap leads that convert into low-settlement, long-duration cases — attractive on cost per lead, poor on what actually matters. A shared WIP and pipeline view that partners and finance both read from the same definition ends the recurring argument about whose number is right.

The partner pack is then current every time it is opened rather than rebuilt for each meeting, and funnel and lifetime value by panel, source and claim type make marketing spend a decision rather than a hope. Cost per acquired case, WIP value, settlement value and time to settle all come from one place, with settlement and duration benchmarks by case type behind them.

Common questions

Can you tell us our true cost per acquired case?

Yes. We join marketing, case management and finance into one case lifecycle from first touch to settlement, so cost per acquired case stops being a guess. You can then see funnel and lifetime value by panel, source and claim type, and put spend where it actually pays.

WIP value differs between fee-earners and finance — can you reconcile it?

Yes. We build a shared WIP and pipeline view that partners and finance read from the same definition, so the "whose number is right?" debate ends. The partner pack is current every time it is opened rather than rebuilt for each meeting.

How much does it cost for a law firm and how quickly does it land?

Solving one area is £60k a year at £5k a month, in your own Google environment. You get a real number within the first week, with settlement and duration benchmarks by case type building out over the following months.

Which legal services systems do you connect to?

Whatever you already run — it makes no difference whether a system exposes an API, a database view, a nightly file or a spreadsheet somebody maintains by hand. In legal services that usually means: Practice management (Proclaim, LEAP, Osprey, Clio); Time recording; Legal accounts; Document management; In-house SQL database. We only ever need read access with personal data excluded, and the layer is built in your own Google environment rather than ours.

Let's talk

Bring one decision your data should be helping you make.

30 minutes, no deck. We'll tell you on the call whether we're the right partner, and exactly what we'd ship in the first 30 days.

30 minutes, no deck. We'll reply the same day.