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For personal injury firms

Follow every lead from ad dollar to fee.

Casestem joins your intake, phone, case management and marketing data, so you can see what each ad source costs, signs and earns.

Request a demoSee the screens
  • Read-only. Nothing changes in your systems.
  • Keep the case and intake systems you use.
  • Live in a few weeks.
Marketing
Last 12 months
Marketing paid
$950,500
Signed cases
461
Fees to date
$2.96M
Return
3.1×
Cost per signed case, by source
Cost per signed case and return by marketing source, example firm, last 12 months
SourceCost per signed caseSigned casesReturn
Digital$1,413190
Lead vendor$1,87564
Radio$2,46239
TV$2,747150
Billboard$3,00018

Each signed case from TV cost $1,334 more than one from digital.

Example Marketing page in Casestem for an example firm over the last 12 months: $950,500 paid for marketing, 461 signed cases, $2.96M in fees. Digital cost $1,413 per signed case and TV cost $2,747.

Example firm. Every number opens the cases behind it.

Connects to the systems your firm already uses

  • Filevine
  • LeadDocket
  • SmartAdvocate
  • Neos
  • Jove

Connects to the systems your firm already uses

Filevine
LeadDocket
SmartAdvocate
Neos
Jove

Today the answer is split across four systems.

None of them sees the whole path from ad to fee. So the marketing budget often comes down to one intake question: “Where did you hear about us?”

Casestem joins them for every lead, from the first call to the fee.

  • Intake system knows the lead
  • Phone system knows the call
  • Case management knows the case and the fee
  • Accounting knows what you spent

  • Casestem joins every lead, ad dollar to fee

TV
Last 12 months
Paid for TV
$412,000
Signed cases
150
Fees to date
$1.03M
Cost per signed case
$2,747

Joined from intake, phone, case management and accounting

Example firm.

Three questions, answered every morning.

Casestem refreshes through the day, and every page shows when its data was last updated.

Which ads sign cases?

See spend, leads, signed cases and fees for every source side by side, on the same dates. Cost per signed case stops being a guess.

  • Cost per signed case and return for each source and vendor
  • Who paid for each campaign, including partners who split the cost
  • Every number opens the leads and cases behind it

Where do good leads slip away?

Follow each lead from the first call to a signed case. See how fast your team responds, who is converting, and why leads were lost.

  • Speed to lead, by intake specialist and by source
  • Lead quality and lost reasons for every source
  • Each specialist's own leads and what to work next

Which cases need a push?

Cases stuck in a phase, running longer than usual or close to a deadline are flagged for the person who owns them, so nothing sits unnoticed.

  • Open cases by phase, for each person and each team
  • Stuck and long-running cases flagged automatically
  • Signed cases with no case opened yet, caught early

See these screens with your firm's numbers.

We'll walk you through Casestem with example data and show how it would connect to your systems.

Request a demo

Everyone sees the numbers they own.

Leadership sees the whole firm. Everyone else gets one screen with their own work, and every number opens the rows behind it.

Managing partner

The whole firm on one page: sign-ups, fees, marketing return, and how each team and attorney is doing.

Intake team

Each specialist sees their own leads and what to work next. Intake managers see the whole team.

Case managers

Each person's open cases by phase, with stuck and long-running cases flagged. Managers see the team.

Attorneys

Each attorney's own cases: what's coming due, what's in negotiation and what has settled.

Outside partners

Partners who send you leads or share your marketing costs see results from their own sources, and nothing else.

Your systems already have reports. Each sees one piece.

Reports inside your intake or case management system can only count what that system holds. Cost per signed case needs all of it, joined lead by lead.

  • What did each ad source cost?

    Reports inside one system: Not there. Spend lives in accounting and vendor invoices.

    Casestem: Spend joined to every lead it paid for

  • Which leads signed?

    Reports inside one system: In the intake system, without what the case became

    Casestem: Each lead followed to its signed case

  • What did each source earn in fees?

    Reports inside one system: In case management, without the ad that brought the case in

    Casestem: Fees traced back to the source

  • Cost per signed case, by source

    Reports inside one system: A spreadsheet, rebuilt by hand

    Casestem: Updated through the day

  • Results for outside partners

    Reports inside one system: Exports you send by hand

    Casestem: Their own sign-in, with only their sources

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You keep every system you use today. Casestem only reads from them.

Your own Casestem, live in a few weeks.

Casestem isn't one-size-fits-all software. We build each firm its own, and your team keeps working in the systems it uses today.

  1. First call

    Tell us how your firm runs

    We learn your systems, roles, case phases and marketing sources, and keep the names your team already uses.

  2. A few weeks

    We connect and build

    We connect read-only to your systems, check the numbers with you, and agree each role's screen before we build it. How long depends on how much you customize.

  3. Launch day

    Your team signs in

    People sign in by invitation, each to their own screen, in your firm's name and colors.

Systems we connect today

Use something else? We write that connection for your firm.

  • FilevineCase management
  • LeadDocketIntake
  • SmartAdvocateCase management and intake
  • NeosCase management
  • JoveIntake and case management

Your case data stays locked down.

Case files hold medical and financial details. Each person sees only what their role allows, and partners see only their own sources.

Read-only to your systems
Casestem reads your case and intake data. It never writes back.
Your own database
Each firm's data sits in its own database, never shared with another firm.
Checked on the server
Every page and every query is checked against the person's role, not just hidden in the screens.
Partner isolation
Outside partners see only the sources linked to them. No link, no data.
Invite-only, with two-factor sign-in
No public sign-up. Anyone can add an authenticator app, so a password alone isn't enough.
Nightly encrypted backups
Your database is backed up every night, encrypted and stored off-site.

Questions firms ask

Do we have to switch case management or intake systems?

No. Casestem reads from the systems you already use, and your team keeps working in them as it does today.

Our case management system already has reports. Why add Casestem?

Those reports can only count what that one system holds. Ad spend, calls, leads and fees live in different systems, so cost per signed case and fees by source need them joined lead by lead. That is what Casestem does.

How long does it take to set up?

Most firms are live in a few weeks, depending on how much you customize. We do the setup; your team's time goes into a first call and checking the numbers with us.

Which systems does Casestem work with?

We connect to Filevine, LeadDocket, SmartAdvocate, Neos and Jove today. If your firm uses something else, we write that connection as part of building your Casestem.

Does Casestem change anything in our systems?

No. Casestem only reads your case and intake data. It never writes back to them.

Who can see what?

Each person has one role, and every page and query is checked against it on the server. Outside partners see only the sources linked to them. Admins can view the portal as any role or person to see exactly what they see.

How fresh is the data?

Data refreshes through the day, and every page shows when it was last updated.

How is Casestem priced?

Each firm's Casestem is built around its own systems and roles, so we price it after a first call.

See what Casestem would show your firm.

Three fields are all we need. We'll reply by email to set up a walkthrough.

  1. We reply by email to find a time that suits you.
  2. A walkthrough of Casestem with an example firm's numbers.
  3. Your systems and what your firm's Casestem would show, with a price after the call.
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