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.
Import it into n8n
- Open the link above and copy the workflow JSON (on n8n.io, use the Copy button; on GitHub, use Raw).
- In n8n, open the workflows list, choose Import from URL or Clipboard, and paste it in.
- Open each node flagged with a warning and connect your own credentials — none of ours are in the file.
- Run it once manually before you activate it, and check the output is what you expect.
How it works
- Receives a POST request on a webhook endpoint from Fluent Forms, CallRail, or any webhook-enabled form.
- Normalizes the incoming payload into consistent lead fields and filters out test submissions or entries without usable contact information.
- Classifies the lead source channel (for example Google Ads, social, referral, legal directories, inbound calls, or organic) based on UTM parameters, gclid, referrer, and other source signals.
- Creates a new contact in Twenty with tags for the detected channel (and optionally the matter type) and captures the returned contact ID when available.
- Appends the lead details and Twenty contact ID to a “Lead Log” tab in Google Sheets for ROI tracking.
- If an email address is present, runs an acknowledgment message through a Bar-Compliance Guardrail workflow and sends the approved email via SMTP, otherwise skips the acknowledgment.
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.
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
