Everything RetainProof™ does
From AI invoice reconciliation to cost per retained case, compliance archives and board-ready reports — here is the full toolkit that holds your vendors accountable.
Not cost per lead — the metric that maps marketing dollars to signed cases by channel, campaign, vendor, practice area and office.
Compare your Google Ads agency vs. TV buyer vs. billboard company vs. directory on spend, signed cases, ROI and responsiveness.
Separate poor leads from good leads your team dropped. See which qualified callers were never contacted within 15 minutes.
Never get locked into an underperforming vendor again. Track terms and get alerts 30/60/90 days before auto-renewal deadlines.
Forward vendor invoices as PDFs or images. AI extracts totals, line items and dates automatically — no manual data entry.
AI compares invoices against contracts and platform spend, flagging duplicate charges, unapproved increases and fees that exceed the agreement.
An automated weekly email digest surfaces overbilling flags, renewal deadlines and spend anomalies — delivered to your inbox.
Generate an AI-written, board-ready executive report covering spend, ROI, vendor performance and cost per retained case — as a polished PDF.
Track planned vs. actual marketing spend across offices and vendors, with month-over-month trends and variance highlights.
Store and timestamp every ad creative, disclaimer and campaign asset in a searchable archive for bar compliance and audits.
Invite partners, marketing staff and finance with granular roles. Everyone sees exactly what they should — nothing more.
Manage multiple offices under one firm with strict data isolation between firms and client accounts.
Connect CallRail, Meta Ads, Google Ads and Clio using your own credentials to pull spend, call and case data directly — independent of vendor dashboards.
Onboard historical vendors, budgets, leads and invoices in minutes with bulk CSV uploads — no re-keying required.