See how your marketing and intake are performing — in one place.
The Marketing Performance Dashboard pulls in leads from calls, forms, chats, and your CRM, keeps source data attached, and makes it easy for your intake team to update statuses. That gives firm owners and CMOs a clear, trusted view of how marketing is feeding the pipeline and how intake is working those leads.
What is the Marketing Performance Dashboard?
A single view of your leads, sources, and intake activity
The Marketing Performance Dashboard is where you see, at a glance, how marketing and intake are working together. It automatically connects to your call tracking, website forms, live chats, and CRM to consolidate leads into one view. Your intake team marks each lead as Pending, Signed, Referred Out, or Closed, and the dashboard keeps source and channel data tied to those updates—so you can trust what you’re seeing without any black-box scoring.
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All Your Leads in One Place
All your calls, forms, chats, and CRM leads show up in one organized view. Your team can see what’s coming in, where it came from, and which leads have been worked—without digging through separate systems or spreadsheets.
API Connections to Your Intake Tools
Connect the tools you already use—call tracking platforms, website forms, live chat, and CRMs. The dashboard keeps those connections healthy and reliably pulls new leads in via APIs, so you’re not relying on manual data entry or one-off uploads.
Source & Channel Tracking
Every lead is tagged with source and channel: Google Ads, LSAs, Organic Search, referrals, GMB, calls vs. forms vs. chats, and more. As statuses change, that tracking data stays attached, giving you a clean line from marketing activity to intake outcomes.
Status-Based Intake Insights
Intake teams update each lead’s status directly—Pending, Signed, Referred Out, No Sign, Closed. The dashboard turns those updates into simple metrics and trends, so you can see how many leads are still waiting on action, how many are converting, and which sources consistently feed signed cases.
How It Works
How Marketing Performance Dashboard Works
1. Capture leads automatically
As leads come in from calls, forms, chats, and connected marketing sources, the dashboard pulls them in via API, attaches source and channel details, and keeps them updated as new activity comes in. No more re‑typing qualified calls into a website form just to get them into your CRM.
2. Intake team updates statuses
Your intake team works leads in their CRM or directly from the dashboard and marks each one as Pending, Signed, Referred Out, No Sign, or Closed. Those status changes are synced back to the dashboard, so you always know which leads are new, which are in progress, and which have turned into signed cases.
3. See performance by source and location
Because every lead keeps its source and office/location tag, you can see which campaigns and locations are driving real activity—not just form fills. The dashboard shows lead volume by channel, status breakdowns, missed calls, and source performance in one place, helping you decide where to invest next.
Performance Tracking gives intake teams a clear, shared view of the pipeline. They can see new leads, update statuses, and spot missed calls or stale Pending leads without switching tools.
Marketing leaders finally get a reliable picture of how spend translates into worked and signed cases. Instead of guessing based on click numbers, you can see which sources consistently produce leads that move through intake and become clients.
Real Results
See Marketing Performance Dashboard Driving Real Growth
30%
Connecting tracking data to Lead sources
40%
faster intake response time
20%
increase in marketing ROI
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We're only onboarding 5 firms in 2025
Your firm is spending across SEO, PPC, referrals, and intake — but you can’t always see what actually drives signed cases.
ROIon fixes that gap with full integration into your systems, giving you true visibility and growth clarity.
Because of the depth of this integration, only 5 firms will be accepted through the end of 2025.
Learn More About ROIOn
Got Questions? We’ve Got Answers.
ROIOn is an AI-powered revenue attribution platform built specifically for law firms. It tracks every lead—whether it comes from SEO, paid ads, referrals, or other channels—and connects it all the way through your intake process to signed cases and actual revenue
The setup timeline can vary depending on a few factors—such as how many marketing channels you’re tracking, the complexity of your intake system, and whether custom integrations are needed.
That said, ROIOn provides dedicated account managers and a streamlined onboarding process to make implementation as seamless and efficient as possible. Most firms are up and running quickly, with full support every step of the way.
Yes! Every new client receives a personal onboarding meeting, a comprehensive tracking audit, and a dedicated account manager to guide the process. Our goal is to make setup efficient, stress-free, and tailored to your firm’s needs.
Integrations
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Still have questions or ready to learn more about how ROIOn can help your firm track marketing ROI?
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