Dashboard
Overview
See what your marketing is really doing.
Leads by channel, by month
Stacked by source
Organic
AI search
Direct
Paid
Channel mix
Share of leads
Organic46%
AI search23%
Direct16%
Referral9%
Paid6%
Credit by attribution model
See how each channel's share shifts depending on the model.
Channel
First touch
Last touch
Linear
Time decay
Organic
38%
29%
33%
31%
AI search
26%
22%
24%
25%
Direct
14%
22%
18%
19%
Referral
12%
9%
11%
11%
Paid
10%
18%
14%
14%
Shares are rates of attributed leads, not marketing-attributed dollar totals.
Answer presence by engine
How often you appear in AI answers
ChatGPT44%
Perplexity36%
Google AI Overviews31%
Copilot22%
Tracked prompts
Where you show up, and where you don't
car accident lawyer near mePresent
best injury attorney raleighPresent
how much is my car accident worthMissing
truck accident settlement ncPresent
workers comp lawyer caryPartial
Recent calls
Every call categorized and tied back to its source
Caller
Source
Category
QA
Duration
(919) 555-0142
AI search
New case
9.2
6:24
(984) 555-0177
Organic
New case
8.8
4:10
(919) 555-0103
Paid
Existing client
7.5
2:48
(252) 555-0190
Direct
Spam
—
0:21
(919) 555-0158
Referral
New case
9.0
5:37
(984) 555-0125
Organic
Vendor
—
1:12
Call categories and QA scores are tracked through the platform to improve intake, not as marketing-attributed outcomes.
Closed-loop matters
Every signed matter traced back to the channel that started it
Matter
Started by
Intake
Status
Auto injury — Raleigh
AI search
Jun 14
Signed
Premises liability — Cary
Organic
Jun 12
Signed
Workers comp — Durham
Referral
Jun 11
In review
Truck accident — Apex
Paid
Jun 9
Signed
Slip & fall — Garner
Direct
Jun 7
Lost
Matters are tracked through the platform: sourced, not caused or won by marketing. Reported to honor advertising rules.
Workspace
Your firm and plan
Firm nameGary W. Johnson Injury Law
Time zoneEastern (ET)
PlanActive
Integrations
Connected sources feeding your funnel
Clio — CRMConnected
CallRail — call trackingConnected
AI answer enginesConnected
Google Analytics 4Connect
Notifications
What we email you
Weekly report email
Every Monday, last week's funnel.
New-case call alerts
A heads-up when a new-case call comes in.
AI visibility drops
If your answer presence falls week over week.
Appearance & data
Display and claims safety
Reporting mode
Performance shown as rates, never marketing-attributed dollar totals.
Lookback window90 days
Qualified leadBooked consult or signed matter
Team & access
Who can see your workspace
JJoy McNamaraOwner
SSean McNamaraAdmin
DDana WhitfieldAnalyst
Billing & plan
Your plan, billed monthly
Calls categorized5,304 / 10,000
AI prompts tracked142 / 200
Payment methodVisa •••• 4242