Performance intelligence for law firms
From campaign to client:
one connected view.
Connect marketing, intake, lead management, and follow-up to see what creates cases and where opportunities are lost.
Built for marketing leaders driving growth at law firms.
“Performance JD gives us the full feedback loop we were missing. We can connect each campaign to the cases it produces and the attorney fees ultimately recovered.”
Jay Bolotin, Young, Reverman & Bolotin
One connected platform
Performance JD connects every part of the client journey.
01
Marketing attribution
Analyze JD
02
Intake intelligence
Intake JD
03
Lead management
Convert JD
04
Follow-up
In development
Engage JD
Analyze JD · Marketing attribution
Know which marketing channels produces qualified leads, retained cases and revenue.
Analyze JD connects marketing spend and sources to calls, forms, chats, qualified leads, retained cases, and revenue. Built-in AI reviews lead interactions using law-firm-specific qualification criteria, then transcribes, summarizes, classifies, and explains lead quality. Each assessment remains linked to the underlying interaction and source data.
- Compare channels and campaigns by retained-case performance.
- Measure cost per qualified lead and retained case.
- See SEO, paid media, and year-over-year trends together.
Team performance at a glance
Intake JD · Intake intelligence
See where intake performance is helping or hurting conversion.
Intake JD shows how agents perform across calls, teams, and outcomes. Built-in AI evaluates legal intake conversations against firm-defined scorecards, identifies coaching opportunities, and highlights patterns affecting conversion. Every score remains linked to the supporting call, transcript, and evidence.
- Prioritize calls that need review.
- Compare performance across agents and teams.
- Turn recurring weaknesses into specific coaching priorities.
Convert JD · Lead management
Which qualified opportunities need action today?
Convert JD gives each opportunity an owner, status, and visible next step. Built-in AI reviews opportunity information and activity history to identify records requiring attention, prioritize follow-up, and recommend next actions.
- Prioritize unassigned, stalled, and overdue opportunities.
- Track work from first contact through retainer.
- Preserve the original marketing source through the final outcome.
Focused Convert JD product views
Built from the functional product interface using illustrative opportunity data.
“I like that. That’s easy. Very automated.”
Law firm operations leader
Engage JD · In development
Which viable leads could still be recovered?
Engage JD will automate persistent outreach for prospects who have not yet converted while preserving the original source and final outcome.
What’s next
Automated follow-up measured by retained outcomes.
Until Engage JD is released, task-based follow-up remains visible and manageable inside Convert JD.
Follow every opportunity from campaign to revenue.
Illustrative opportunity
Opportunity #4821
Motor vehicle injury
Marketing source
Google Ads
Campaign preserved at first contact
Intake
Qualified lead
Call quality and case fit reviewed
Follow-up
Next step completed
Ownership and activity remain visible
Case outcome
Retained case
Final outcome connected to the source
Revenue
Attorney fee recorded
Campaign value closes the feedback loop
“Performance JD lets us follow a lead from its original marketing source through intake and the final case outcome. That makes it much easier to see what is working, where opportunities may be getting lost, and what our team needs to address.”
Howard Ankin, Ankin Law
What would Performance JD reveal about your firm?
See where your current systems disconnect and what becomes visible when the full journey is brought together.
Built by Market JD
15+
Years of law firm marketing experience
Law firm growth experience, built into the platform.
Performance JD reflects what Market JD has learned about how law firms attract, qualify, and convert clients. That experience shapes three parts of the platform:
01
Workflows
Designed around how law firms actually operate.
02
Data
Prioritizes the signals connected to qualified leads, retained cases, and revenue.
03
Recommendations
Grounded in real marketing and intake performance, not generic AI output.
Experience turned into software.
Integrations
Connect the systems already running your firm.
Advertising & analytics
Google Ads
Meta
LSA
Google Analytics
Search Console
Calls, website & chat
CallRail
WordPress
Blazeo
Juvo
CRM & case management
Lead Docket
Litify
Neos
Smokeball
HubSpot
Frequently asked questions
What is Performance JD?
Performance JD connects the client journey from marketing source through intake, follow-up, retained case, and revenue. It brings that information into one view through Analyze JD, Intake JD, and Convert JD, with Engage JD in development.
Do we need every product?
No. Begin with the available product that addresses your immediate need. Add others as you connect more of the client journey.
Does Performance JD replace our CRM or case-management system?
It can complement the systems you already use. Convert JD provides lead-management workflows, while your case-management platform can remain the system of record for active matters.
Does Performance JD use AI?
Yes. Performance JD applies built-in AI to law-firm marketing, intake, and lead-management workflows. It reviews connected calls, conversations, and records to classify leads, evaluate performance, identify patterns, and recommend actions. Attribution, case outcomes, and revenue come from connected source systems and remain traceable to their underlying records.
How do we get started?
Start with a 30-minute conversation about your current systems, reporting gaps, and growth goals. We will show you how the relevant parts of the client journey can connect.
See what Performance JD could reveal about your firm.
- A map of your current client journey
- The gaps between marketing, intake, and retained cases
- A recommended place to start with Performance JD
Request a 30-minute demo
Tell us where to reach you. We’ll follow up to schedule a time.
We’ll use your information only to schedule your demonstration.