When it comes to building a thriving personal injury practice, two things matter most before a case even opens: bringing in qualified leads and efficiently turning them into clients.

Through regular conversations with personal injury firms using Litify, we’ve learned what “best-in-class” looks like during the marketing and intake process. Read on to learn how today’s top-performing personal injury firms use Litify to centralize marketing data, streamline lead management, and deliver better client experiences.

Common marketing and intake challenges in personal injury

Even for established plaintiff firms, the earliest stages of the case lifecycle can be the most difficult to manage.

Marketing teams often have limited visibility into what campaigns drive leads. They invest heavily in billboards, TV ads, or digital marketing, but lack the data to connect spend to actual signed cases. Without reliable ROI reporting, budgets become reactive rather than strategic.

On the intake side, fragmented processes and manual follow-up are slowing firms down. Leads come in through multiple sources, including calls, web forms, or referrals. Without automated follow-ups, potential clients can easily slip through the cracks. Intake specialists spend valuable time on low-quality leads, and attorneys may not get the full context they need to make quick decisions on how to move forward with a potential client.

These inefficiencies add up: delays in client responses, higher acquisition costs, and missed opportunities. That’s why leading firms are using Litify to modernize their operations, connecting marketing and intake into one cohesive, data-driven process.

Key Litify features for streamlining marketing and intakes

Tracking marketing campaign performance

For the marketing team:

Litify consolidates all marketing data in one place, helping firms track performance, optimize spend, and connect campaigns directly to case outcomes. Whether campaigns are traditional or digital, Litify centralizes the data into a single source of truth, helping marketing teams see which campaigns drive the most cases and adjust strategies in real time.

Litify’s robust analytics provide visibility into marketing investments and their performance by automatically tracking spend, lead generation, and conversions by source. Firms can then visualize spend and ROI through real-time dashboards. 

Key metrics to track

• Leads per source
• Cost per lead
• Cost per case
• ROI per source

For firm management:

By having all key metrics and campaign performance available right in Litify, the leadership team can gain a clear view of how marketing dollars translate to signed cases and revenue. Firm owners and managing partners can make strategic decisions about where to invest next based on accurate ROI reporting rather than assumptions.

For the operations team:

With spend data from a real-time dashboard, the operations team can monitor the end-to-end lead flow, from campaign click to signed case, identifying bottlenecks and ensuring someone follows up with every lead. Centralized reporting provides a single source of truth so the team can refine the marketing approach or double down on successful campaigns.

Managing leads and intakes

For the operations team:

Litify’s flexibility means each firm can design a lead-to-intake process that fits the way they work, whether routing new leads automatically to available agents, logging every call and text in one record, or taking a data-driven approach to automated lead follow-ups. 

The most successful firms generate leads from multiple sources and aggregate those leads into a single funnel so the team can prioritize speed to lead. 

Through integrations, Litify enables firms to connect every stage of the client journey into one, intuitive workflow, including: 

• CallRail for lead attribution to track calls back to their specific marketing campaign
• nGage for live chat integration

Telephony integrations streamline intake call routing, recording, and reporting, while text integrations can help optimize client text communications.

For the intake team:

Once the leads start coming in, the next challenge is managing them efficiently. Data-driven firms use Litify to track every lead, qualify cases quickly, and automate follow-up.

Key metrics to track:

• Want percentage
• Conversion percentage
• Referral rate
• Turn-down rate

Litify streamlines the process of bringing leads directly into Litify by centralizing all sources, including phone, web forms, live chat, and referrals, into one system so nothing falls through the cracks. Built-in qualification rules and approval workflows help teams focus on the most valuable opportunities.

For the marketing team:

Litify consolidates all intake and lead information in one place, enabling firms to track performance, optimize spend, and connect campaigns directly to case outcomes.

Working with the intake team to track key metrics in a single source of truth helps firms refine marketing and intake strategies over time, ensuring as many generated leads as possible convert into strong cases.

Leveraging automation and AI to accelerate intakes

For the intake team:

Every lead, call, and text is automatically tracked and centralized in one view, so the intake team can focus on meaningful client conversations and turn inquiries into signed cases faster. 

With the entire intake process happening in Litify, intake managers can oversee their team’s workload, track conversion rates, and identify where leads are stalling. Real-time dashboards make it easy to spot high-performing agents and coach others based on measurable data.

In the future, firms will also be able to leverage Litify AI to help identify and prioritize high-value leads, estimate settlement values based on historical case data, monitor touchpoints, and even act as a voice assistant during live calls to support intake agents in real time.

For attorneys:

By the time a case reaches an attorney, it’s already been screened and qualified. Litify’s dynamic intake questionnaires and workflows ensure attorneys receive the full case context upfront, complete with call recordings, form submissions, and notes all in one record.

For firm management:

With personalized dashboards in Litify, the leadership team gets a complete picture of marketing and intake performance. They can see how each campaign, channel, and agent contributes to case volume and firm revenue, helping them make smarter, data-driven decisions.

How a unified marketing approach unlocks visibility and efficiency

By centralizing data, automating workflows, and leveraging AI-powered insights, Litify is helping leading personal injury firms transform their operations into efficient, data-driven engines for growth. With a single source of truth for every lead, campaign, and client interaction, firms gain complete visibility into what’s driving results and where to improve.

From tracking ROI to accelerating case qualification, Litify helps firms maximize every opportunity and deliver a seamless client experience from the first touchpoint.

Want to learn how your firm can use Litify to strengthen your marketing and intake performance? Schedule a free demo with our team to see how Litify can help. You can also explore the power of the platform in our guided product tour.