Common Questions
What data do you need from my firm to get started?
We integrate directly with your practice management software (Clio, Rocket Matter, etc.). Once connected, we analyze your intake channels, conversion rates, and client retention automatically. No manual data entry required.
How long until we see insights?
Your first conversion analysis report is ready within 48 hours of integration. We need at least 30 days of data to show meaningful trends and channel comparisons.
Can we track multiple office locations separately?
Yes. Professional and Enterprise plans track all offices in a single dashboard. You can compare conversion performance across locations, by practice area, or by attorney.
Is our client data secure?
We comply with GDPR, CCPA, and ABA ethics rules. Data is encrypted in transit and at rest. We never store client names, only anonymized conversion funnel data. SOC 2 Type II certified.
What's your contract term?
Starter and Professional plans are month-to-month with annual pricing discounts. Enterprise contracts are negotiable. Cancel anytime with 30 days notice.
Do you offer a free trial?
Yes, 14-day free trial on all plans. No credit card required. Full access to all features so you can see the data before you commit.