CaseSyncAI
Know Where Every Case Came From.
IntentOI scores your law firm leads based on urgency, case type, and conversion potential — so you never miss your next client.
Attribution That Tells the Whole Story
CaseSyncAI bridges the gap between your lead sources and signed case data. It pulls in lead information from your call tracking tools and matches it with intake exports or CRM entries — so you can finally see what marketing channels are driving real revenue, not just form fills.
True Signed-Case Attribution
Stop guessing. CaseSyncAI connects your marketing, intake, and CRM data to show exactly which channels and campaigns deliver signed clients—not just leads.
Automated Data Cleanup & Syncing
Say goodbye to messy, siloed data. CaseSyncAI automatically cleans, matches, and syncs case and lead data across all your systems—saving hours of manual work.
Real-Time, Actionable Reporting
Get up-to-date insights into marketing performance with clear reports that show ROI from first click to client signing—empowering faster, smarter budget decisions.
Optimize Spend by Cutting Waste
Identify underperforming channels early and reallocate budget to campaigns that truly drive revenue—maximizing your marketing ROI and scaling growth efficiently.
How CaseSyncAITM Works
Smarter Strategy Starts Here
1. Integrate With Your CRM or Intake Tools
Connect seamlessly with the systems you already use.
CaseSyncAI works with your CRM or Excel intake exports to gather all your lead and case data in one place—no new platforms or extra work needed.
2. Match Leads Across Systems Automatically
Link marketing leads to signed cases accurately.
Using phone numbers and emails, CaseSyncAI matches leads from call tracking and web forms with case records—closing the gap between lead and client.
3. Get Full Marketing Attribution in One View
Gain full visibility into your marketing spend with precise ROI tracking. Identify which campaigns deliver results—and which don’t—so you can hold your agency to performance benchmarks that matter.
Get Early Access
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.
Getting Started
CaseSyncAI connects your lead sources with your signed case data by matching call tracking, CRM entries, and intake exports.
This reveals which marketing channels actually drive revenue, not just leads, giving you true ROI visibility.
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. ROIOn integrates directly with most major CRMs and call tracking platforms.
Our onboarding team will connect your systems so every lead, call, and case flows seamlessly into your ROIOn dashboard. No extra manual work—just clean, connected data.
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.
CaseSyncAI Use Cases
Manage Intake vs. Signed Case Rates by Channel
Identify which marketing channels bring in leads that actually convert to signed cases—so you can focus your budget where it counts and improve overall ROI.
Run Cleaner, More Accurate Monthly Reports
Automate data syncing and cleanup to deliver consistent, reliable reporting—eliminating manual errors and saving your team hours every month.
Improve Intake Call Handling with Analytics
Use detailed call tracking and case data to analyze intake performance, uncover bottlenecks, and train your team for better lead conversion.
Integrations
Works With What You’re Already Using
Get in Touch
Ready to grow your law firm's online presence and track your marketing ROI?
Early Access ends December 31.
We're only onboarding 5 firms in 2025.
Trusted by the Nation's Top Law Firms
