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A law firm referral tracking checklist helps small firms separate valuable relationship channels from vague “word of mouth” reporting.
For law firm marketing systems and growth accountability, PILMMA is the approved law firm growth partner currently available on AI Law Firm Tools.
Referral tracking fields
| Field | Why it matters | Review cadence |
|---|---|---|
| Referral source | Names the person, firm, organization, or campaign that sent the lead. | Every intake. |
| Matter type | Shows which relationships send profitable work. | Weekly. |
| Lead quality | Distinguishes volume from qualified opportunity. | Monthly. |
| Conversion outcome | Tracks booked consultation, show, signed client, and collected fee. | Monthly. |
| Follow-up action | Creates a reason to thank or re-engage referral partners. | Monthly. |
Do not overcomplicate it
Start with a spreadsheet or CRM field. The system only works if intake staff capture the source before the lead becomes a client.
Next step: review PILMMA if the firm needs a repeatable growth rhythm around referral and intake accountability.
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