Law Firm Marketing Control Kit
Track advertising spend, leads, and conversions for your law firm in one organized Excel workbook.
Who It’s For
Built for owners and managers at law firm businesses who want a clear, organized way to see which marketing is working — without adopting another monthly tool.
Why Owners Use It
- Organize advertising spend in one place
- Track incoming leads as they come in
- See which leads turn into paying customers
- No monthly subscription — buy once, keep it
What’s Inside the Workbook
The Dashboard tab is where your results show up: marketing spend, qualified leads, signed matters, cost per signed matter, attributed receipts, and your lead-to-signed conversion rate, alongside spend-by-channel and signed-matters-by-channel charts so you can see at a glance which channels are actually producing signed cases.
Monthly Inputs is where you replace the built-in demo numbers with your own firm’s monthly totals — the Dashboard, charts, and trend reporting all update from what you enter there. Channel Analysis breaks out spend, qualified leads, consults, signed matters, and revenue-per-spend for each channel side by side, so you can compare channel economics before shifting budget. The Vendor Scorecard gives you a place to log each agency’s monthly fee, what they promised, the evidence they provided, and your next action — useful heading into a renewal conversation. The Agency Questions tab is a set of pointed questions to bring to your next marketing vendor review.
Screenshots
Screenshots are from the actual workbook. Dollar figures, lead counts, and other numbers shown are the workbook’s built-in demo data and are fictional/illustrative, not a performance guarantee — you replace them with your own numbers after purchase.
Compatibility
Excel version compatibility details will be confirmed and added here once verified.
FAQ
What do I get when I purchase?
A downloadable Excel workbook, delivered instantly through Payhip after checkout.
Is this a subscription?
No. This is a one-time purchase with no recurring fees.
Can I use this for more than one client or location?
Each workbook is licensed for a single business. See Agency & Consultant Licensing if you manage more than one.
Can I get a refund?
Because this is a downloadable digital file, all sales are final and refunds are not offered, except where required by applicable law. See our Terms of Use for details.