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Join hundreds of firms making data-driven decisions.
Real-time visibility into every marketing source — see which campaigns drive your best clients and which ones waste money
In-depth breakdown of cost per lead, cost per client, and ROI by source — Google Ads, LSAs, SEO, referrals, and more
AI-powered insights with ChatGPT + Claude integration — ask your data anything and get instant answers
Built for law firms— pre-configured for Criminal Defense, Family Law, Personal Injury, and Estate Planning practices
Plug-and-play setup— connects to your CRM, CallRail, Google Ads, and LSAs in minutes. No new software to learn.
Comprehensive tracking— revenue, average case value, lead-to-client conversion rates, and practice area performance — all in one place
Instant Access | AI-Powered Insights | 8 Free Bonuses
We’ll show you exactly how to set up your dashboard — and identify any tracking issues costing you money.
On this complimentary call, we’ll walk you through connecting your data sources, audit your current tracking setup for gaps and errors, and show you how to use your dashboard effectively. You’ll leave knowing your data is accurate — or exactly what’s broken and how to fix it.
Here’s what happens on the call:
P.S. — Most law firms discover they’ve been making decisions on broken data for months. We’ll tell you if your tracking is solid — or if you need help fixing it before it costs you more.
Most law firm owners don’t fail at strategy. They fail at setup.
You can buy the best dashboard in the world. But if it takes three weekends to configure, it sits in a tab. You promise yourself you’ll get to it. You don’t. The dashboard becomes another tool you bought and never used — and the data you paid for stays scattered across seven platforms.
That’s the real reason most firms never see the ROI they expected from marketing software.
The Video Implementation Series solves it. Step-by-step videos walk you through every connector, every data source, every dashboard view — in plain English, in the exact order to do them. No “you should be able to figure this out” energy. No skipped steps. No assumed technical background.
Here’s what you get:
P.S. — The #1 reason marketing tools die at law firms is that nobody can figure out how to set them up. This bonus exists so that never happens to you.
Most law firm owners run their business on hope rather than numbers.
You know your revenue goals… but do you know exactly how many:
Stop guessing. Start knowing.
The Case Goal Calculator reverse-engineers your revenue targets into the exact numbers you need to track. Enter your goal, average case value, and conversion rates — and it tells you precisely how many leads, consults, and clients are required.
No complex math. Just clarity on what you need to hit your revenue targets.
Here’s what you get:
P.S. — Takes 2 minutes to run your numbers. Most firms realize they’re either under-spending on marketing or have unrealistic expectations. Either way, you’ll finally know the truth.
The Intake Audit shows you what to look for. This shows you what’s actually happening on your calls.
Most firms have hundreds of intake call recordings sitting in CallRail or RingCentral — and nobody listens to them. Reviewing calls manually is too expensive. So firms guess at what’s broken. They train on instinct. They lose leads they never even knew they were losing.
The Intake Diagnostic Claude Skill changes that. Drop 5-10 of your actual intake call transcripts into Claude, and the skill scores every call against the same 12-dimension rubric ZillaMetrics uses for our agency clients. You get a firm-level diagnostic with your overall grade, your three biggest gaps, and verbatim quotes from your own intake team illustrating each problem.
It’s not generic advice. It’s your firm. Your team. Your calls. Scored.
Here’s what you get:
This is the operational lens at its sharpest — the Audit gives you the framework, the Playbook gives you the fixes, and the Skill gives you the live read on where your team is right now.
P.S. — This is the same scoring engine that powers ZillaMetrics Intake AI in our SaaS product. Most agencies hide this kind of tool behind a paywall. We’re giving you a working version of it as a bonus because we want you to see — in your own data — exactly what’s broken before we ever get on a call.
The Firm Health Index is a team assessment tool built in Google Sheets that measures the real health of your firm across 5 core domains: Trust, Conflict, Commitment, Accountability, and Results.
Run this with your team and you’ll get an objective score that reveals exactly where dysfunction is hiding — then fix it before it costs you talent, clients, or growth.
Here’s what you get:
P.S. — Most firm owners think their team is healthy until they run this assessment. If your Trust score is below 3.5 or your Commitment score is under 3.0, you have a retention problem brewing — this shows you exactly where to focus.
Find blind spots in your intake process that are costing you clients.
You’re spending thousands on marketing to generate leads — but how many are you losing because of slow follow-up, poor qualification, or broken handoffs?
The Law Firm Intake Audit is an 8-page assessment that evaluates every stage of your client journey: initial call screening, consultation booking, sales process, objection handling, and follow-up.
Run this audit on your own firm (or competitors) and you’ll discover exactly where prospects are falling through the cracks — then fix it.
Here’s what you get:
P.S. — If you’re converting less than 30% of consults into clients, this audit will show you why — and exactly how to fix it.
Most “intake training” is generic sales coaching with the word ‘attorney’ swapped in.
It doesn’t work because law firm intake isn’t sales. The caller isn’t a buyer comparing options — they’re someone in crisis who needs to know they’re in the right place. The same script that closes a SaaS demo will alienate a personal injury caller in the first 30 seconds.
The Law Firm Intake Playbook is built from auditing real intake at over 150+ law firms across PI, family law, criminal defense, and estate planning. It’s the operational layer underneath the Intake Audit — the audit tells you what’s broken; the Playbook tells you exactly how to fix it.
Here’s what you get:
P.S. — If your Intake Audit shows gaps (and it will — every audit does), the Playbook is the implementation manual. The Audit diagnoses. The Playbook treats. Together they’re how you fix what’s broken in the operational layer of your firm.
Every new feature, integration, and upgrade — automatically yours. Forever.
Most software companies charge you again when they release new features. We don’t.
When you join as a Founder, you get lifetime access to every upgrade we ever build. New CRM integrations. New AI tools. New calculators. All yours — no additional cost.
Here’s what you get:
P.S. — Lock in Founders pricing now and never pay for upgrades again. Once this offer closes, new features will cost extra.
(PRICELESS — INCLUDED FREE FOR FOUNDERS)
Availability: 73 of 100 Founders Spots Remaining


This same system — that you can replicate today — allowed Alexis Austin from Right Law Group
in a few short years.
It’s what helped Scott Rose from Rose Legal Services scale
And this same system helped Paul Yokabitus from Cary Estate Planning
in the United States on the Law Firm 500 list, becoming a multi-million dollar firm, while he increased his organic traffic by
… using Google Sheets and CallRail.
And a simple process that even a VA can follow…
If you’ve been forced to pull reports from 5 different tools every week just to see which marketing campaigns are working — and you know there must be a simpler way to run your firm — then you’re right.
The AI-Powered Marketing Dashboard is designed to be a more intelligent way to track your marketing — one that is automated, powerful, and under your control.
As opposed to the outdated scattered-data approach that forces you to export CSVs, stitch together spreadsheets, and guess at ROI…
The KPI Dashboard is the counterintuitive approach that will help you stay in control of your firm’s growth while spending less time wrestling with data — because you’re making decisions from truth.
You stop being the lawyer begging spreadsheets for answers and become the CEO who actually knows what’s working.
Instead of piecing together fragmented data from 5 different platforms, you’re making decisions from a single source of truth.
This is how 7-figure law firms scale faster without burning 10+ hours per week chasing numbers across platforms.
Your marketing budget either prints money or bleeds it. Now you’ll know which one within 60 seconds of logging in.
Solution: Ask the AI Chat: “Which source brought in my highest-value cases last quarter?”
Get instant answers. No more guessing.
Solution: Use AI Deep-Dive Questions to see real cost per client — by campaign, by keyword, by practice area.
Finally know what you’re actually paying to acquire clients.
Solution: Use the Case Goal Calculator to see exactly how many cases you need to hit your revenue goals.
This creates urgency to act now — because you’ll finally see the gap.
No matter which marketing challenge you’re facing in your law firm (regardless of practice area)… there’s a KPI Dashboard feature to help solve it.
This is the most commonly asked question by every law firm owner before they install the dashboard.
The KPI Dashboard is a data-tracking system designed to work for every practice area (as long as you’re spending money on marketing).
So while the practice areas change, the metrics don’t…
The marketing fundamentals don’t change. That’s because ROI tracking doesn’t change from practice area to practice area.
We’ve worked with law firms across Criminal Defense, Family Law, Personal Injury, Estate Planning, Immigration, Business Law, Employment Law, Real Estate Law, Bankruptcy, and more
The AI-Powered Dashboard has worked for Criminal Defense firms, Family Law practices, Personal Injury attorneys, Estate Planning specialists, and many more practice areas across the United States.
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