Independent marketing accountability for personal-injury & plaintiff law firms
Measure marketing performance by retained matters—not agency-reported activity.
Built for managing partners at spend-heavy PI and plaintiff firms. Stop relying solely on agency-reported analytics — compare what your marketing agencies and lead generators promise with what your firm actually spends, and the cases it ultimately retains.
Before RetainProof
Illustrative$84,000 marketing spend
- Multiple agency / vendor reports
- Lead quality unclear
- True vendor ROI unknown
- Retained-case attribution incomplete
- Billing accuracy difficult to verify
- Marketing spend independently reconciled
- Vendors compared against actual firm outcomes
- Cost per retained case calculated
- Questioned or unsupported charges identified
- Underperforming channels highlighted
- Clear recommendations: challenge, reduce, preserve or expand
What could better marketing accountability be worth?
Illustrative cost / retained case
$3,333
Potential monthly waste exposure
$8,000
Potential annual waste exposure
$96,000
Annual marketing spend analyzed
$480,000
Illustrative estimate only. Actual RetainProof findings depend on your firm's records, vendor agreements, invoices, lead data and retained matters. Calculator results are not evidence of actual savings or recoveries.
Proof in the numbers
Recovered in documented client outcomes
Recovered after billing and deliverable discrepancies were identified
Recovered from improperly classified lead charges
Client identities withheld for confidentiality. Outcomes are based on individual engagements and are not guarantees of future results.
Sample assessment · illustrative
What Your RetainProof Assessment Can Reveal
| Vendor | Spend | Retained cases | Cost / retained case | Finding |
|---|---|---|---|---|
| Agency A | $24,500 | 7 | $3,500 | Review Recommended |
| Lead Provider B | $18,200 | 14 | $1,300 | Performing |
| Agency C | $11,750 | 2 | $5,875 | Review Recommended |
See which vendors are producing retained matters, which costs cannot be reconciled, and where your marketing dollars may need to be challenged or reallocated.
All figures shown are illustrative sample data.
Industry data · 2024–2025
The numbers behind the accountability gap.
Independent research shows how much marketing spend and opportunity slip through unmeasured — the gap a RetainProof assessment is built to close.
of law firms fail to respond to a prospective client's email.
Source: Clio 2024 Legal Trends ReportFigures cited from third-party industry research and reflect the broader legal market, not RetainProof clients.
No subscription. No lock-in.
A one-time engagement — not another 12-month contract.
- One-time Marketing Performance Assessment — no long-term agreement
- No monthly subscription and no implementation fee
- Priced by the size of the review, paid once
- Return for a quarterly or annual review only if you choose to
Independent by design
We're not your agency — and we take no vendor commissions.
- RetainProof is not a marketing agency and does not sell media
- We don't receive commissions for recommending marketing vendors
- Findings are tied to your own invoices, reports and retained-case data
- Independent of the vendors being measured
Been burned before?
Every finding is something your firm can verify.
- Built from your own invoices, vendor reports and retained-case records
- Documented line-by-line so leadership can independently confirm each finding
- Real reviews have surfaced $16,000+ and ~$8,000 in recoverable charges
- Confidential by design — we don't publish client names, and extend the same discretion to you
Independent
No vendor commissions. We don't sell media.
Your data stays yours
Encryption in transit, per-firm isolation, export anytime.
Evidence-based
Findings tied to your invoices, reports and retained-case data.
Secure checkout
Assessment payments processed securely via Stripe.
The independent journey
Agencies define success by activity. Your firm is defined by retained matters.
Clicks, impressions, website traffic, form submissions and connected calls do not reveal whether an inquiry was qualified, whether a consultation occurred, or whether the firm retained the matter.
RetainProof™ gives firm leaders and marketing directors an independent way to evaluate the full journey — from agency promises and monthly charges to qualified conversations, referrals, retained matters and revenue.
Your firm may be paying for
- Multiple landing pages
- Blogs & website content
- Paid advertising campaigns
- Legal directories
- Lead-generation services
- Call-tracking platforms
- Search engine optimization
- Social media management
But which are contributing to retained matters? RetainProof compares what was promised, what was charged, what activity was reported, and what the firm ultimately retained.
This is not your marketing director's fault.
Marketing directors can only analyze the data agencies and lead providers make available. RetainProof gives them an independent system for validating that information against the firm's actual intake and retention results.
A connected call is not a qualified lead.
RetainProof helps distinguish qualified conversations from spam, duplicate inquiries, irrelevant calls, existing-client calls, and prospects the firm could not serve.
The independent source of truth
Every channel. Every vendor. One independent system — accountable to your firm, not your vendors.
Invoice Reconciliation
Forward vendor invoices. AI compares them against contracts and platform spend, flagging duplicate charges, unapproved increases and fees that exceed the agreement.
Cost Per Retained Case
Not cost per lead. The metric that actually maps marketing dollars to signed cases — by channel, campaign, vendor, practice area and office.
Renewal Alerts
Never get locked into an underperforming vendor again. Alerts 30/60/90 days before auto-renewal and cancellation deadlines.
Vendor Scorecards
Compare your Google Ads agency vs. TV buyer vs. billboard company vs. directory on spend, signed cases, ROI and responsiveness.
Intake vs. Marketing Failure
Separate poor leads from good leads your team dropped. See which qualified callers were never contacted within 15 minutes.
Why we built this
Built by a former law-firm marketing director.
RetainProof™ was created by a former law firm marketing director who spent years reviewing vendor reports full of calls, clicks, traffic and leads — while watching those numbers fail to match the firm's actual caseload.
A close review of vendor agreements, invoices and deliverables surfaced recurring charges for services the firm couldn't verify it was receiving. Challenging them — and restructuring the vendor relationships — protected real budget. That experience became RetainProof™.
"We're allies to firms tired of paying inflated rates for bare-minimum service, only to receive vague, repetitive reports that never match the actual numbers."
See it in action
Ninety seconds to understand RetainProof™.
How it works
From channel to cost per signed case — in three steps.
Track every channel
Connect ad platforms and log every marketing dollar by channel, campaign and office — independent of vendor dashboards.
Hold vendors accountable
Reconcile invoices against contracts, catch overbilling with AI review, and score each vendor on real activity — not their reports.
See cost per signed case
Attribute leads to signed cases and revenue, so you finally know which spend produces clients — and which just produces reports.
Client outcomes
What an independent review can surface.
Case Study 01
$16,000+ Recovered
Situation
A Georgia law firm was paying an outside marketing agency for recurring content services.
Review
Eight months of invoices and contracted deliverables were compared.
Finding
Charges were identified for content that was not delivered according to the agreed schedule or scope.
Result
More than $16,000 was recovered by the firm.
Case Study 02
Approximately $8,000 Recovered
Situation
A Georgia law firm purchased leads from an outside lead-generation provider.
Review
Lead records and qualification criteria were compared against billed activity.
Finding
Hang-ups and other nonqualified calls had been classified and billed as qualified leads.
Result
Approximately $8,000 was recovered.
Client identities are withheld to protect confidentiality. Results reflect individual engagements and are not guarantees of future findings, savings or recoveries.
Your deliverables
What You'll Walk Away With
A professional, independent assessment prepared for review by firm leadership — not a software login.
01 · Executive Findings
SampleKey performance findings summarized for leadership.
02 · Vendor Scorecards
SampleEvery vendor scored on performance and verification.
03 · Recommended Actions
Sample- Charges to challenge
- Contracts requiring clarification
- Vendors requiring documentation
- Spend to reconsider
- Spend worth preserving
- Reporting / process improvements
A clear action list — what to challenge, reduce, preserve or expand.
Report contents shown are illustrative examples.
Go From Marketing Reports to Marketing Answers.
Before RetainProof
You know what your marketing vendors say they delivered.
The reporting comes from the same vendors being paid — activity, not outcomes, and rarely reconciled against what your firm actually retained.
After RetainProof
You know:
- What you paid
- What was contractually promised
- What was actually delivered
- What produced retained matters
- What could not be verified
- What deserves further review
- Where marketing dollars may need to be challenged or reallocated
RetainProof gives your firm an independent view of marketing performance using your own contracts, invoices, vendor reports, lead data and retained-matter information.
Know What Your Marketing Is Actually Producing.
RetainProof independently reconciles what your law firm spends, what your marketing vendors report, and the cases your firm actually retains.
Marketing agencies naturally report on the metrics they manage—impressions, clicks, calls, leads and campaign activity. RetainProof looks at the other side of the equation. We compare vendor activity and marketing spend with the firm's actual business outcomes to help leadership understand what is working, what is difficult to verify, where performance may be leaking, and what deserves a closer look.
Simple Pricing Based on the Size of the Review
RetainProof assessments are priced primarily according to:
Lookback Period
How much historical marketing activity we analyze.
Number of Vendors & Channels
How many agencies, lead generators, advertising platforms and marketing sources are included.
Complexity
The volume of invoices, reports, lead data, retained-case information, markets, locations and attribution sources involved.
No long-term subscription is required to complete a RetainProof Marketing Performance Assessment.
Standard Assessment
$1,500
6-Month Lookback
Up to 3 Vendors / Channels
For a smaller or more concentrated marketing program.
- 6-month marketing performance review
- Review of up to 3 vendors and/or channels
- Marketing spend reconciliation
- Vendor invoice review
- Vendor performance report review
- Lead and inquiry analysis
- Retained-case analysis
- Cost-per-retained-case where data allows
- Unexplained charges, gaps & discrepancies
- Vendor accountability findings
- Executive findings report
- Strategic recommendations
- Executive review consultation
Know what your marketing is actually producing—not just what your vendors are reporting.
If your assessment doesn't surface at least one actionable finding, we'll work with you until it does.
Expanded Assessment
$2,500
12-Month Lookback
Up to 5 Vendors / Channels
A deeper view of where marketing dollars went and what they produced.
- Everything in Standard, plus:
- Full 12-month historical review
- Analysis of up to 5 vendors / channels
- Year-over-year performance patterns
- Deeper vendor performance comparisons
- Marketing allocation analysis
- Lead-to-retained-case conversion analysis
- Long-term spending & performance trends
- Expanded findings & recommendations
A deeper view of where your marketing dollars went, what they produced, and where performance may be leaking.
If your assessment doesn't surface at least one actionable finding, we'll work with you until it does.
Comprehensive Assessment
Starting at$3,500
12–18 Month Lookback
Up to 8 Vendors / Channels
For larger budgets, multiple agencies and complex ecosystems.
- 12–18 months of marketing history
- Review of up to 8 vendors / channels
- Comprehensive spend reconciliation
- Vendor-by-vendor performance analysis
- Cross-channel comparison
- Lead-source attribution review
- Intake & retention performance where data allows
- Cost-per-lead & cost-per-retained-case analysis
- Duplicated / unsupported expense identification
- Marketing efficiency analysis
- Vendor accountability scorecard
- Budget allocation recommendations
- Comprehensive executive report
- Executive findings presentation / strategy session
Enterprise Assessment
Custom
Custom Lookback
9+ Vendors / Channels
For large or complex marketing operations.
- Custom historical lookback
- 9+ marketing vendors / channels
- Multi-office / multi-market analysis
- Large-scale spend reconciliation
- Complex attribution analysis
- Vendor & agency portfolio analysis
- Intake & retention analysis
- Executive-level findings
- Custom reporting
- Leadership presentation
- Strategic recommendations
The assessment process
1
Submit
The firm securely provides relevant marketing invoices, vendor reports, lead information and retained-case data.
2
Reconcile
RetainProof organizes and reconciles the firm's marketing spend, vendor-reported activity and actual outcomes.
3
Analyze
We identify performance gaps, discrepancies, attribution problems, inefficiencies and areas requiring additional scrutiny.
4
Report
Firm leadership receives an executive findings report with clear observations and recommendations.
After your assessment
Optional ongoing services
The assessment gives your firm a clear benchmark. RetainProof can also help you measure what happens after changes are made.
Quarterly Performance Review
Starting at $1,000 per review
For firms that want RetainProof to periodically compare current performance against their original assessment.
- Updated marketing spend review
- Performance vs. previous assessment
- Vendor performance changes
- Retained-case performance
- Cost-per-retained-case changes
- Progress against recommendations
- Updated executive findings
Annual Performance Review
Starting at $2,000 per year
An annual marketing accountability checkup.
- Updated annual marketing analysis
- Performance vs. previous assessment
- Vendor performance review
- Spend & retained-case reconciliation
- Trend analysis
- Updated recommendations
- Executive report
Executive Marketing Oversight
Available by consultationStarting at $3,500 per month
A high-touch, custom advisory and marketing oversight engagement providing an independent layer between firm leadership and marketing vendors.
- Ongoing vendor oversight
- Spend & invoice monitoring
- Vendor accountability
- Contract & deliverable monitoring
- Marketing & intake performance analysis
- Executive findings summaries
- Leadership strategy meetings
- Vendor meetings where appropriate
- Budget allocation & planning support
Add-ons
Additional Services and Capacity
- Additional vendors
- Additional locations
- Additional users
- Custom integrations
- Historical-data cleanup
- Contract digitization
- Custom reports
- Data migration
- Customized onboarding
- Additional executive consulting
Quoted based on scope.
Payments are administered by CMD Marketing Enterprises LLC.
Frequently asked
How do I trust your numbers when I've been burned before?
RetainProof works from your firm's own data and documentation — invoices, vendor reports, lead records and retained-matter information. Our analysis is independent of any marketing vendor, and every finding is tied to the evidence available so leadership can verify it. Independent reviews have surfaced documented, recoverable charges for the firms involved — see our client outcomes above.
Who else is using RetainProof?
Our clients are personal-injury and plaintiff law firms, and we keep their identities confidential by design — we don't publish names or logos, and we'd extend the same discretion to your firm. What we can share are documented, anonymized outcomes: independent reviews have surfaced more than $16,000 and roughly $8,000 in recoverable charges for the firms involved.
Do I have to sign up for a subscription?
No. A Marketing Performance Assessment is a one-time engagement. No long-term subscription is required. Some firms later choose an optional Quarterly or Annual review, or Executive Oversight — but that is entirely up to you.
Is my firm's data secure?
Yes — encryption in transit, role-based access, hashed passwords, optional 2FA, per-firm isolation and audit logs.
Which systems do you work with?
We work with the reports and data your firm and its vendors already produce — call-tracking such as CallRail, ad platforms such as Meta Ads and Google Ads, and case management such as Clio.
How is pricing determined?
Pricing is based on the size of the review: the lookback period, the number of vendors and channels analyzed, and the overall complexity of your marketing program.
How does billing work?
Assessments are administered by CMD Marketing Enterprises LLC and paid securely online for the Standard and Expanded tiers. Comprehensive, Enterprise and ongoing services are quoted and invoiced based on scope.
What do we receive?
An independent executive findings report with clear observations and recommendations, plus an executive review consultation to walk through the results.
Your agencies report the activity.
RetainProof™ measures the outcome.
Stop relying solely on agency-reported analytics.
Compare what third-party marketing agencies and lead generators promise with what your firm actually spends, the qualified conversations it receives, and the cases it ultimately retains.