S
Sam Aguiar Injury Lawyers

Marketing Center

2026 year-to-date · auto-case focus. Wanted leads = signed + lost · Conversion = signed ÷ wanted leads · Revenue = net attorney fees · Spend = YTD.

Data as of —
Performance
Spend
Broadcast
LSA
Google Ads
Billboards
Lexington
Spanish
Trucking
Surrounding Counties
Market
Demographics
Historical
Reports & SOPs
Auto Wanted Leads
570
▲ +27%vs 2025 same period (455)
Signed + lost, 2026 YTD
Auto Signed
542
▲ +27%vs 2025 same period (432)
Converted auto intakes
Auto Conversion
95.1%
▶ +0.1 ptvs 2025 same period (95.0%)
542 signed ÷ (542 + 28 lost)
Ad Spend (YTD)
$483K
▼ −42%vs 2025 same period ($836K)
of $768,659 total spend · total YoY −22%
Attorney Fees (YTD)
$7.43M
▲ +54%vs 2025 same period ($4.83M)
Net fees, closed 2026
Marketing-Attributed Fees · 2026 YTD
$1.87M
paid sources only · excludes word of mouth, referrals, employees, returning clients
Return on Marketing Spend
2.4×
$1.87M ÷ $768,659 total marketing spend · 3.9× vs ad spend
Auto Cases Signed
542
95.1% of wanted leads (firm-wide)

Lexington is the efficiency leader

$839 cost per signed case and $786 per wanted lead — the lowest of any paid channel, with $335.8K in fees on $12.6K spend (26.7×).

Social Media is the outlier

$47,121 per signed case (1 signed on $47K spend). It distorts every comparison — read it in the table below, not against the others.

We sign what we want

95.1% auto conversion on wanted leads (542 of 570). The lever is wanted-lead volume, not close rate.

Net Attorney Fees by Source — 2026 YTD↗ Salesforce

Net fees on cases closed in 2026. Dollar value on each bar. Total $7.43M.

Cost & Conversion by Source↗ Salesforce

2026 YTD, auto. Wanted lead = signed + lost. Cost-per-signed color: green < $3K, amber $3–10K, red > $10K.
SourceWanted LeadsSignedLostConv.SpendCost / Wanted LeadCost / SignedNet Fees

Spend Snapshot — 2026 YTD↗ Salesforce

Full breakdown (source, month, network) on the Spend & Broadcast tabs.
Total Spend
$768,659
Ad Spend
$483,441
Sponsorship
$150,580
Production + Mgmt
$134,637

Growth Priorities

Click a card for the full tab.
Lexington · CPC
$839
15 signed · $335.8K fees
Spanish · Signed
21
95.5% conversion (floor)
Trucking · Signed
17
100% — every wanted case
Surrounding Counties
58
signed outside Jefferson

CallRail Volume by Hour↗ Salesforce

CallRail tracking-number calls, last 30 days, ET.
Data caveat: CallRail captures marketing tracking numbers only — not main-line calls. Marketing call volume, not total firm volume or a true answer rate.

Spend Overview — 2026 YTD (Jan–May)↗ Salesforce

Granular by type, source, and month. All visuals show subtotals.
Total Spend YTD
$768,659
Ad Spend
$483,441
62.9% of total
Sponsorship
$150,580
19.6%
Production + Mgmt
$134,637
17.5%
2024 Total
$1.66M
2025 Total
$2.50M
2026 YTD
$769K
Same period vs 2025
−22%
2025 Jan–May = $991,254

YoY by Spend Type — Jan 1 to May 22↗ Salesforce

The headline −22% total hides a much bigger reshuffle: paid advertising cut 42% while sponsorship (NIL) jumped 904%. Source: live Litify SOQL.
Advertising
$483K
▼ −42%
2025: $836K → 2026: $483K
Sponsorship
$151K
▲ +904%
2025: $15K → 2026: $151K (NIL)
Production Cost
$77K
▶ +3%
2025: $75K → 2026: $77K
Management Fee
$58K
▼ −11%
2025: $65K → 2026: $58K
CMO read: Ad spend down $353K YoY and auto signed cases up 27% — either the firm has banked a major efficiency gain, or there's a pipeline lag building that will surface in H2 fees. Sponsorship reallocation ($135K shift into NIL) attributes zero signed cases in Litify today, which is a measurement gap, not necessarily a value gap.

Spend by Month — 2026 YTD↗ Salesforce

Jan–May. Total monthly spend, dollar labeled. Type breakdown shown below in Spend by Type.
Note: April–May totals reflect paused buys on TV, Google Ads, LSA, Radio, Social, OTT. Sponsorship and Billboard continued through May.

Year over Year — Monthly Spend↗ Salesforce

2024, 2025, and 2026 by month.

Spend by Type — 2026 YTD↗ Salesforce

Every category labeled with dollars and share.

Spend by Source — 2026 YTD↗ Salesforce

As currently tagged in Salesforce. Total $768,659.
Note: Sponsorship ($150,580) shows zero source-attributed signed cases — a label mismatch flagged for cleanup. See the Marketing Spend Entry SOP on the Reports tab.

Spend by Source (corrected)

Meta Ads + Reddit Ads pulled out of Social Media. Claudia Fiorello → Organic Social (Louisville). Rose Clemons → Organic Social (Lexington). 2026 YTD.
Ad Spend (paid): $483,441Organic Social: $32,499 (Lou $24,999 · Lex $7,500)Salesforce fix needed: add Source records for Meta Ads, Reddit Ads, Organic Social Louisville, Organic Social Lexington

Net Attorney Fees by Source — 2026 YTD↗ Salesforce

Fees from cases attributed to each source. Total $7.43M firm-wide; $1.87M marketing-attributed.

Louisville vs Lexington↗ Salesforce

Per-market spend and fees, plus the firm-wide aggregate. Each market has its own LSA + Organic Social bucket.
Louisville Marketing Spend
$46,864
LSA Lou $21,865 · Organic Social $24,999
Lexington Marketing Spend
$20,081
LSA Lex $12,581 · Organic Social $7,500
Aggregate (incl. non-market spend)
$768,659
TV/Billboard/etc. cover both markets
Louisville-Attributed Fees
$188,519
LSA Louisville closed cases
Lexington-Attributed Fees
$335,825
LSA Lexington closed cases
Lexington Market Fees (859/606)
$86,500
Marketing-attributed from Lex ZIPs
ROI snapshot: Louisville-targeted spend $46,864 → LSA Louisville fees $188,519 = 4.0×. Lexington-targeted spend $20,081 → Lex-targeted fees $335,825 = 16.7×. Lex is delivering exceptional return per dollar — case for scaling.

Month over Month by Source — 2026

When each channel started, scaled, and paused. Jan–May.

Signed Cases vs. Spend by Month — 2026

Side-by-side. Signed cases (matters) and total spend per month.
Read: Signed cases held strong (Apr 137) even as spend dropped sharply Apr–May ($83K, $31K) — pipeline is benefiting from earlier-month buys. May is partial.

Broadcast (TV) Spend by Network — 2026 YTD↗ Salesforce

Linear TV networks only. Radio and OTT/CTV are tracked separately on the Spend tab; they are not broadcast.
Total TV Spend
$257,536
ad buys + agency fees + weather sponsorships
Top Network
WDRB
$120,391 · 47% of TV spend
Networks Active
6
WDRB · WAVE · WHAS · WBKI · YMYO · GAVE
Avg per Network
$42,923
range $5.4K → $120K
WDRB ($120K) is nearly 3× the next networkLong tail: YMYO + GAVE combined under $13K

TV Spend by Month

Linear TV only, Jan–May. Dollar totals on each bar (no stacked layers).

TV Performance — Auto, 2026 YTD

Live Litify SOQL: source = Television Ad, case type = Automobile Accident, Jan 1 – May 22.
Auto Wanted Leads
42
40 signed + 2 lost
Auto Signed
40
converted to matter
Auto Conversion
95.2%
40 ÷ (40 + 2 lost)
Turned Down / Referred Out
22 / 11
rejected at intake / sent out
Cost per Wanted Lead
$6,132
$257.5K ÷ 42
Cost per Signed Case
$6,438
$257.5K ÷ 40
TV-Attributed Net Fees
$466K
37 matters closed YTD
Return on TV Spend
1.81×
$466K fees ÷ $257.5K spend

TV-Attributed Settlements — 2026 YTD (37)

Closed matters with TV as the attributed source. Sortable, expandable.
Gross Recovery (sum)
$916K
client + medical + fee gross
Net Fees (sum)
$466K
attorney net after costs
Avg Net Fee (paid)
$15,540
excludes 7 zero-fee closures
Top Settlement YTD
$52.5K
Robert Cloud · 40228 · $150K gross

Where TV Cases Come From — Top ZIPs

2026 YTD signed Auto via TV (n=40). Concentration map of the West/South Louisville reach.
40216 dominates (17% of signed) — South/Pleasure Ridge ParkWest Louisville cluster: 40211, 40208, 40212, 40218, 40203 — TV is reaching these householdsOuter pull: 40004 (Bardstown), 40118 (Bullitt), 42718 (Adair), 42721 (Hardin)

Who Signs — Demographics of TV-Signed Clients

Age + gender + language on the 40 signed Auto clients. Gender field is ~67% unpopulated firm-wide; treat as floor.
Age
Gender (where populated)
Primary Language
Read: TV signed clients skew older — median age 56, 61% are 55+. Gender 16 known of 48 records (Male 11 / Female 5); the rest are blank. Spanish reach via TV is effectively zero.

When TV Auto Leads Come In

All TV Auto intakes (n=75) — Mon–Fri only, daytime concentration. Signed (n=40) overlay shows where conversions land.
By Day of Week
By Hour of Day (ET)
Friday is the lead spike — 21 leads / 14 signed (35% of all signed)0 leads Sat/Sun — TV viewers don't call on weekendsHour peaks 1–6pm ET — afternoon TV viewers calling after spotsStaffing implication: intake should be heaviest Friday afternoon

LSA — Google Local Service Ads↗ Salesforce

Two separate ad accounts: Louisville and Lexington. Same product, very different efficiency profiles. All numbers Auto-only, Jan 1 – May 22 2026, live Litify.
LSA Louisville · Signed
17
100% conversion · 0 lost · 15 turned down
LSA Lexington · Signed
15
93.8% conversion · 1 lost · 12 turned down
Lou Spend
$21,865
$1,286 per signed case
Lex Spend
$12,581
$839 per signed case · firm low
Lou Net Fees
$188,519
17 closed · gross $460K
Lou ROI
8.6×
$188K fees ÷ $21.9K spend
Lex Net Fees
$335,825
7 closed · gross $909K
Lex ROI
26.7×
firm's most efficient channel

LSA Settlements — 2026 YTD↗ Salesforce

Closed matters attributed to each LSA account. Lex is heavily skewed by one $315K outlier (McKenna Letcher).
Lou · Top Settlement
$56K
Deirdre Cummings · 40245 · $160K gross
Lou · Avg Net Fee
$11,089
17 closed matters
Lex · Top Settlement
$315K
McKenna Letcher · 40391 · $900K gross
Lex · Avg Net Fee
$47,975
7 closed · skewed by Letcher
Read: Lex's 26.7× ROI is real but fragile — strip the Letcher outlier and remaining 6 closed matters average $3.5K net. The signed-case pipeline is healthy (15 signed YTD) so the future earnings curve looks strong, but don't extrapolate from the single quarter's fee total.

Where LSA Cases Come From

Top ZIPs of signed Auto via each LSA account (32 cases total). Louisville reaches Jefferson urban + suburban; Lexington pulls from outer Eastern KY.
Lou hotspot: 40299 Jeffersontown (4 of 17)Lex hotspot: 40444 Lancaster, 40744 London, 40447 McKee, 42602 Albany — outer Bluegrass + Eastern KYDistinct reach: Lou is urban, Lex is rural — they don't overlap

Who Signs — LSA Client Demographics

Lou + Lex combined (n=32). Age skews younger than TV (median 35-38 vs 56 for TV).
Age (combined)
Gender (where populated)
Primary Language
Read: LSA delivers a noticeably younger audience than broadcast TV — 50% of LSA-signed are under 35 vs 17% for TV. Gender split where populated (17 known) is more balanced than TV. Language is essentially all English; Spanish speakers don't surface through LSA.

When LSA Auto Leads Come In

Signed cases only (n=32 combined). LSA leans midweek — Wed/Thu account for 19 of 32 signed.
By Day of Week
By Hour of Day (ET)

Google Ads — Search PPC

Paid search (excludes LSA, which is a separate ad type). Auto-only, Jan 1 – May 22 2026, live Litify.
Auto Wanted Leads
10
9 signed + 1 lost
Auto Signed
9
converted to matter
Conversion
90%
9 ÷ (9 + 1 lost)
Turned Down / Ref Out
5 / 1
rejected at intake / sent out
Ad Spend YTD
$28,625
paid search only
Cost per Signed Case
$3,181
3.8× more than LSA Lex
Net Fees YTD
$68,050
5 closed · gross $141K
Return on Spend
2.4×
middle of paid channels

Google Ads Settlements — 2026 YTD (5)

Closed matters attributed to paid search.
Gross Recovery
$141K
Net Fees
$68,050
Avg Net Fee
$13,610
Top Settlement
$43.8K
Benjamin Brumback · 40243 · $125K gross

Where Google Ads Cases Come From

Top ZIPs of 9 signed Auto via paid search. Small sample — treat as directional.
40165 Mt Washington dominates (4 of 9 signed)Cross-border reach: 47129 Clarksville IN appearsWide spread for 9 cases — no Louisville-urban cluster

Who Signs — Google Ads Client Demographics

n=9 (small sample). Median age 31 — youngest of any paid channel.
Age
Gender
Primary Language
Read: Google Ads pulls the youngest audience — median age 31, 67% are under 35. This is the inverse of TV (median 56). If the firm wants to grow younger demographics, paid search is the lever — but the conversion-to-close cost is 3.8× LSA Lex's.

When Google Ads Leads Come In

Signed only (n=9). Spread across the week including weekends — only paid channel with Sat/Sun activity.
By Day of Week
By Hour of Day (ET)

Billboards — Out-of-Home

Static billboard buys across Louisville + I-65 / I-71 / I-64 corridors. Auto-only, Jan 1 – May 22 2026, live Litify.
Auto Wanted Leads
16
16 signed + 0 lost
Auto Signed
16
converted to matter
Conversion
100%
every wanted lead signed
Turned Down / Ref Out
8 / 3
rejected at intake / sent out
Ad Spend YTD
$169,832
largest single-channel ad spend
Cost per Signed Case
$10,614
12.7× LSA Lex CPC
Net Fees YTD
$290,968
18 closed · gross $804K
Return on Spend
1.7×
lowest ROI of any paid channel

Billboard Settlements — 2026 YTD (18)

Closed matters attributed to billboard placement. David Sutton is the headline win.
Gross Recovery
$804K
Net Fees
$290,968
Avg Net Fee
$16,165
18 closed matters
Top Settlement
$177.6K
David Sutton · 40214 · $507K gross
Read: Strip the Sutton outlier and the remaining 17 closed matters average $6.7K net — pulling ROI down to 1.0× on spend. Billboard delivers volume but the economics are thin without a Sutton-sized recovery. Consider whether the $170K is better redirected to LSA at 10–20× ROI.

Where Billboard Cases Come From

Top ZIPs of 16 signed Auto via billboards. Mixed Louisville + I-65 corridor + Southern Indiana cross-border.
South Lou cluster: 40219 Okolona, 40208, 40218Cross-border: 47122 Greenville IN, 47172 Sellersburg INI-65 corridor: 40229 Mount Washington, 42241 Crofton

Who Signs — Billboard Client Demographics

n=16 signed. Gender skews Female where populated (7 F vs 4 M of 11 known).
Age
Gender
Primary Language
Read: Median age 43 — middle of paid channels (younger than TV, older than Google Ads/LSA). Female-led gender mix where populated. All English.

When Billboard Auto Leads Come In

Signed only (n=16). Tue + Thu spikes; very spread out by hour — billboards don't drive a daypart effect like TV.
By Day of Week
By Hour of Day (ET)

Lexington Market↗ Salesforce

Clients in 859/606 area codes (Fayette + Central/Eastern KY). Source agnostic; ROI uses marketing-attributed cases only.
Active Cases
73
all open Lex 859/606
2026 YTD Signed
35
all sources
Settled 2026 YTD
25
net fees ~$648K
Top Settlement YTD
$315K
McKenna Letcher · LSA Lex
In Litigation
8
In Trial
5
Marketing-Attributed Fees
$86.5K
ROI on Lex Spend
6.9×
$86.5K ÷ $12,581

Lexington Ad Spend YTD

LSA Lex + WKYT Truck Talk + Lex-specific Google Ads + Lex-specific Hulu/Disney + Lex-specific Vibe (defaults to Louisville if not Lex-tagged).
Lex Ad Spend — 2024
$35,139
LSA Lex only
Lex Ad Spend — 2025
$61,393
LSA $25,393 · WKYT $36,000
Lex Ad Spend — 2026 YTD
$12,581
LSA Lex only
YoY (full-year 24→25)
+75%
$35K → $61K
Backfill gaps flagged in Litify:
  • Lex-specific Google Ads (Search + PMax): zero records tagged "Lexington" — need to re-tag historical Google Ads campaigns that targeted Lex
  • Hulu/Disney + Vibe: no records tagged Lex — currently defaulting to Louisville. If any were actually Lex, retag in Description
  • WKYT Truck Talk: 2024 records missing — check Google Drive (Joe marketing folder) for 2024 invoices

Lexington Total Marketing Spend

Ad Spend + Rose Clemons (Organic Social Lex) + NerdBrand (Lex agency: branding, website, SEO).
Lex Total — 2024
$57,139
Ad $35K · Rose $22K
Lex Total — 2025
$91,393
Ad $61K · Rose $30K
Lex Total — 2026 YTD
$28,763
Ad $13K · Rose $8K · NerdBrand $9K
NerdBrand (Lex)
$8,682
2026 YTD · new investment
2024 → 2025: +60% growth ($57K → $91K)NerdBrand first appears in 2026 — Lex branding/web/SEO2026 YTD is 5 months — on pace for ~$69K full year

Active Cases (73)

Click the header to expand. Click any column to sort. Includes 8 in Litigation, 5 in Trial — going back to 2023.
▸ Open Active Cases List (73 rows)
ClientCountyZIPCase TypeStageRatingAttorneySourceOpened

Settled Cases — 2026 YTD (25)

Click header to expand. Sortable. Time on Desk = open date → resolution date.
▸ Settled Cases — 2026 YTD (25 rows · ~$648K net fees)
ClientCountyAttorneyCase TypeIncidentResolvedDays on DeskGross SettlementNet FeeSource

Spanish↗ Salesforce

Primary Language = Spanish, Auto only. Source-agnostic; marketing ROI uses paid-attributed cases only.
Active Cases
37
all open Spanish auto
2026 YTD Signed
21
100% of wanted leads
Settled 2026 YTD
10
net fees ~$91K
Top Settlement YTD
$65K
Karen Ascanio · AI Chatbot
In Litigation
0
resolves pre-suit
In Trial
0
Marketing-Attributed Fees
$58.9K
SEO · Google Ads · AI Chatbot
Avg Fee (paid)
$7,959
excl zero-fee closures

Spanish Lead Source Mix

Where Spanish cases originate (active + 2026 settled, 47 cases). Heavy organic skew signals a community trust loop — paid Spanish acquisition is white space.
Organic Sources
64%
30 cases · WoM · Returning · Atty Ref
Marketing Sources
34%
16 cases · SEO · Google Ads · AI Chatbot
Employee / Internal
2%
1 case · non-attorney ref
Spanish-Tagged Ad Spend
$0
no Spanish-tagged spend in Litify
SEO is the top paid source for Spanish settlementsAI Chatbot produced the largest Spanish settlement YTD ($65K)Zero dedicated Spanish ad spend — every paid case is incidental

Spanish Cases by Month

2024 partial, 2025 full, 2026 YTD.

Active Cases (37)

Click the header to expand. Click any column to sort. Rating = case strength (A+ best → C weakest).
▸ Open Active Cases List (37 rows)
ClientDOADaysStageRatingAttorneySourceOpened
Data caveat: Primary Language is ~17% populated firm-wide; Spanish counts are a floor. Field rollout in progress.

Recent Settlements — 2026 YTD (10)

Click the header to expand. Sortable. Time on Desk = open date → resolution date.
▸ Settled Cases — 2026 YTD (10 rows · ~$91K net fees)
ClientDOAOpenedResolvedDays on DeskAttorneySourceNet FeeGross Recovery

Trucking↗ Salesforce

Sub Case Type = Trucking. Highest avg fees of any segment.
Active Cases
40
all open trucking
2026 YTD Signed
17
100% of wanted leads
Recent Settled (20)
$1.37M
net fees · last 20 settled
Top Settlement
$4.54M
Michael Bynum · $793K fee · Atty Ref
In Litigation
2
complex resolution stage
In Trial
3
active courtroom matters
Marketing-Attributed Fees
$204K
SEO · Billboard · Google · LSAs
A+ / A Rated Active
26
65% of 40 active are A-tier

Trucking Lead Source Mix

Where Trucking cases originate (active + 10 recent settled, n=50). Marketing already drives 42% — biggest opportunity is scaling Google/Billboard, not finding new sources.
Organic Sources
40%
20 cases · WoM · Returning · Atty Ref
Marketing Sources
42%
21 cases · SEO · Billboard · TV · Google · AI
Employee / Referral
18%
9 cases · attorney + HCP refs
Top Paid Source
SEO
9 cases · highest paid-acq segment
SEO is the dominant paid source for TruckingSingle biggest case ($4.54M Bynum) came from Attorney ReferralEmployee/Atty refs are the firm's network compounding — protect this

Active Cases (40)

Click the header to expand. Click any column to sort. Includes 2 in Litigation, 3 in Trial — going back to 2025.
▸ Open Active Cases List (40 rows)
ClientDOADaysStageRatingAttorneySourceOpened

Recent Settlements (10)

Click the header to expand. Sortable. Time on Desk = open date → resolution date. Trucking produces the firm's largest recoveries.
▸ Recent Settled Cases (10 rows · ~$1.35M net fees · avg $135K)
ClientDOAOpenedResolvedDays on DeskAttorneySourceNet FeeGross Recovery

Market

2026 YTD signed-case geography by client residential ZIP, rolled to county and region.
Total Signed YTD
482
all regions, 2026 YTD
Non-Louisville Signed
115
23.9% of total
Top Non-LOU County
Bullitt
41 cases (rolling 365)
KY Counties w/ Signed
~60
of 120 (R2yr)

Signed Cases by Region — 2026 YTD

Region rollup. Color = region.

Top KY Counties — Rolling 365 Days

Non-Louisville KY counties only. Last 12 months. Sorted high to low with totals.
Scope: KY 40xxx/42xxx ZIPs excluding Louisville (402xx)Window: last 365 daysTotal: 296 signed

Top Residential ZIPs — 2026 YTD

Top 10 ZIPs by signed-case count for the current year. Color = case-count tier.

Top ZIPs × Source — 2026 YTD

Where each top ZIP's cases came from. Counts per source per ZIP.
ZIPWord of MouthReturning ClientSEOTelevision AdsEmployee (Atty)Google Ads / LSAOtherTotal

Non-Louisville Signed Cases by Month

All KY non-LOU + Southern Indiana signed-cases trend, last 24 months, with linear trend line.
Source: Matter records, client ZIP non-402xxTrend: upward — May 2024 (27) to Apr 2026 (36)Peak month: Oct 2025 (45)

Highest Fees by ZIP — Rolling 2 Years

Top 10 KY non-Louisville ZIPs by closed-case net attorney fees.

Zero-Case KY Counties

Of 120 KY counties, the ones with zero signed cases in the last 2 years. White-space opportunity.
Data notes: Geography uses the client's residential ZIP. In Salesforce this currently lives in the Account Billing Postal Code field — clients are individuals and should not have a "billing" address. Recommend renaming/repointing to a residential ZIP field. County rollup uses an embedded ZIP→county lookup (KY-focused); unmapped ZIPs fall into "Other KY".

Surrounding KY Counties↗ Salesforce

KY clients outside Louisville-Jefferson and Lexington-Fayette. Includes Bullitt, Oldham, Nelson, Shelby, Hardin, Spencer, Meade.
Active Matters
30
surrounding county ZIPs
Top County: Bullitt
12
40165, 40047, 40150
2nd: Hardin
5
42701, 40160
A+ / A Rated
10
33% of active
Word of Mouth
14
47% of active
SEO
6
Google Ads + LSA
5
TV + Billboard
4

Signed Matters by County — Rolling 365 Days

ZIP-rolled to county. Excludes Jefferson (Louisville) and Fayette (Lexington). KY and Southern Indiana.
CountyStateSigned R365Top ZIPs
BullittKY6640165, 40047
ClarkIN5647130, 47129, 47111, 47172
HardinKY2142701, 40160
FloydIN1747150, 47112
ShelbyKY1640065
NelsonKY1240004
OldhamKY1240014, 40031
BourbonKY840361
JessamineKY640356
MadisonKY640403
Next: source-mix per county and fee totals — requires per-record pull, not just ZIP aggregate.

Active Cases (30)

Click a row for detail.
ClientZIPCase TypeStageRatingAttorneySourceOpened

Client Demographics

Last 2 years of signed matters. Age (from DOB), gender, language. Results, sources, fees per group.
Matters Analyzed (R2yr)
2,554
With Gender
379
14.8% populated
With DOB
2,365
92.6% populated
Spanish Language
87
2026 intakes (floor)

Gender — Signed Cases & Avg Fee (R2yr)

Where gender is populated. 14.8% coverage — population represents only those flagged.
Read: Female cases produce higher avg fees ($10,531) than male ($6,841) on closed cases. Worth deeper review.

Gender × Source — 2026 YTD

Top sources for each gender (where populated).
SourceFemaleMaleTotal

Age Cohorts — Signed Cases & Avg Fee (R2yr)

Computed from Date of Birth (92.6% populated). Cohorts: under-18 (minors), 18–24, 25–34, 35–44, 45–54, 55–64, 65–74, 75+.
Largest cohort: 25–34 (564 cases)Highest avg fee: 65–74 ($13.6K)Lowest avg fee: Minors ($3.5K)

Median Fee by Age Cohort

Computed approximation from cohort-level weighted averages — true median requires per-case detail.
Note: Median computed from cohort-level birth-year aggregates. For true per-case median, expand the underlying query to pull individual fees.
Data gaps: Gender field 14.8% populated (most matters are "Not Specified"); add to intake script. Language (Primary_Language__c) ~17% — Spanish counts are a floor. Closing these unlocks proper segment ROI.

Auto Lead Funnel by Month

Last 24 months. Three lines: total auto leads, wanted leads (signed + lost), signed cases.
Total auto leads: sum of all auto intake statusesWanted leads: Converted + Lost (cases we pursued)Signed: Converted only

Signed Auto Cases by Month — YoY

Just the signed-cases line, by month, three years overlaid.

Signed Cases by Year — All Sources

All case types. 2026 is YTD.

Signed by Source — Year over Year

Top sources by signed-matter count per year. 2026 is YTD.

Trucking Signed by Year

Sub Case Type = Trucking. 2026 is YTD.

Spanish Signed by Year

Primary Language = Spanish (all case types). 2026 is YTD. ~17% language-field populated — floor.

Lexington (859 / 606) Signed by Year

Clients with 859/606 area-code ZIPs (Fayette + Central/Eastern KY). 2026 is YTD.

Referrals Out by Year↗ Salesforce

All litify_pm__Referral__c records created per year. 2026 is YTD.
2024: 8302025: 8102026 YTD: 364Run-rate: ~870 if held through Dec
Next iteration: split accepted vs rejected vs settled and add fee totals once referral Status / Settlement_Amount fields are pulled.

Source Reports & SOPs

Live Salesforce reports + the spend-entry standard.

Dashboards: ↗ Marketing Dashboard 2.0

SOP: ↗ Marketing Spend Entry SOP — how to enter expenses, and what counts as Advertising vs Sponsorship vs Production vs Management Fee.

Data Hygiene — Action Items

Tracked fixes that improve attribution accuracy. Owner-assigned, not open-ended caveats.
ItemFixOwnerTypeStatus
Spend Category field unusedBackfill per the Spend Entry SOP (Broadcast/Digital/OOH/etc.)Marketing OpsDataSOP published
Sponsorship: 0 attributed casesAlign Source label between spend records and matters, or reclassify as brand spendMarketing OpsDecisionNeeds review
Client ZIP in "Billing Postal Code"Add/repoint to a residential ZIP field on the client accountSalesforce AdminSchemaQueued
AI Chatbot = channel, not sourcePass upstream UTM/referrer from the chatbot webhook to SourceIntegrationsIntegrationQueued
Primary Language ~17% populatedCapture language at intake; Spanish counts are a floor until thenIntakeProcessIn progress
CallRail excludes main lineIntegrate main-line call data for true total volume / answer rateIntegrationsIntegrationQueued

Data Refresh

Live snapshot: —. Auto-refreshes on page load and every 5 minutes while open; the ↻ button at top pulls the latest compatibility payload from sail-marketing-api.

Source of truth: https://sail-marketing-api.onrender.com/api/data, which now prefers the fresh Litify-generated payload from sail-marketing-dashboard and falls back to the static HTML values only if live sources are unreachable.