You’ve Got Questions. We’ve Got Answers.
Everything you need to know before getting started with ROIOn.
Getting Started
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.
Features
IntentOI™ helps you work smarter at the front end. It’s a lead scoring and prioritization tool that instantly evaluates every inquiry by urgency, case type, and likelihood to convert. This means your intake team knows exactly which leads to act on first. It integrates seamlessly with website forms, call tracking, and live chat so nothing slips through the cracks.
CaseSyncAI takes over on the back end. It 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.
In short: IntentOI™ tells you which leads to chase right now; CaseSyncAI shows you which channels are worth the money.
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.
Data & Privacy
All lead data is stored in a secure, private back-end database. ROIOn follows strict data protection standards to keep your information safe, encrypted, and accessible only to authorized users.
Only authorized users have access to your lead data and analytics. You control permissions inside ROIOn, meaning you can customize access levels for each team member, so everyone gets the visibility they need, and nothing more.
Yes — you have full control to edit, remove, or add lead information directly in your dashboard. However, we recommend keeping historical data whenever possible. Past records provide valuable insight into lead quality trends, shifts in production, and comparative analysis that help your firm make smarter marketing decisions.
Still Have Questions?
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.
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