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n8n workflow Intermediate Single-firm

Lead Source Tracking for Law Firms

Firms cannot see which marketing actually produces signed cases, so spend is guesswork. This workflow tags every lead with its source and shows cost-per-signed-case by channel on a live dashboard. Free n8n workflow, yours to keep.

20-minute setupLive cost-per-case dashboardReplaces CallRail analytics + spreadsheets

Get the template. We’ll email you the download link and a short note on how to deploy it.

Lead Magnet Gate

Compliance: never touches your legal work

This automation only handles operational steps — sending, routing, and moving data. It doesn’t draft, analyze, or make any legal judgment, consistent with ABA Opinion 512.

What’s inside

  • The ROI tracker workflowImport one JSON file. It tags each lead with its source at first touch.
  • Cost-per-signed-case by channelA live view of which marketing actually turns into signed matters.
  • Immutable source taggingThe source sticks to the lead through the pipeline, so attribution stays honest.
  • 20-minute deploy guide + LoomConnect your lead sources and a dashboard. No developer needed.

✓ Works great when

  • You spend on marketing but cannot tie it to signed cases
  • Your lead sources live in a few disconnected tools
  • You want cost-per-case, not just lead counts

✗ What breaks at scale

  • You want it wired into your CRM and ad platforms automatically
  • You need multi-touch attribution, not just first touch
  • You want revenue-level ROI, not just cost-per-case

Frequently asked

What platform does this run on?

It runs on n8n, a free open-source automation tool you host yourself. Import one workflow file and connect your lead sources. Nothing is locked to us.

How does it track the source?

It tags each lead at first touch with its channel, then keeps that tag through the pipeline. When a matter signs, the dashboard attributes it to the right source.

Is lead tracking compliant?

Yes. It is operational marketing analytics. It tracks lead sources and outcomes. It never touches client matter content or gives legal advice.

Can you connect it to my ad platforms?

Yes. The free version tracks sources you feed it. CRM and ad-platform integration with multi-touch attribution is a Quick-Win Build, typically $5k to $15k over 2 to 3 weeks.

Want the version built for your firm?

Done-for-You Build.

The free tracker shows cost-per-case by channel. When you want CRM and ad-platform integration, multi-touch attribution, and revenue ROI, that is a Quick-Win Build. We wire it into your stack and hand it back tested.

$5k-$15k typical range2-3 weeks typical timeline

What you get

  • Wired into your CRM and ad platforms automatically
  • Multi-touch attribution across the full journey
  • Revenue-level ROI by channel, not just cost-per-case
  • A dashboard tuned to the channels you actually run
The 60-Day Build Guarantee. We agree on one success metric before we start, write it into the SOW, and build to hit it. If we miss, we keep working for free until we do. Or refund your project fee minus third-party costs. You keep everything we built.