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Disposition
Reporting

We are a data-driven organization, continuously working to improve your campaign performance. Our marketing campaigns have thousands of keywords that generate leads – and we know that some keywords have higher lead-to-case rates than others. The optimization algorithms will drive towards keywords with a higher lead-to-case rate IF we can upload the proper signals to the search engine.
Disposition <br />
Reporting

The best signals are record-level disposition feeds, detailing which leads and calls converted into wanted cases and signed cases

We map raw disposition data to the original activity such as keyword = “car accident lawyer in reno”, from a mobile phone user, in the demographic audience female 35-45

If Google/Bing/Yahoo learn that this keyword turned into a signed case, then the algorithms will try to acquire more activity from this keyword and other similar profiles.

Example
Disposition File

Every law firm uses a different lead and case management solution, so we can adapt to your data

All disposition files contain a basic set of fields that allows us to connect your results to our data. This example table shows the lead creation date, unique identifier and disposition results:

Date
20xx-11-04 12:14
LeadID
HQ_23895
Disposition
Chase
Wanted
0
Converted
0
Date
20xx-11-03 04:52
LeadID
HQ_23744
Disposition
Converted
Wanted
1
Converted
1
Date
20xx-11-01 17:32
LeadID
HQ_23140
Disposition
Turned Down
Wanted
0
Converted
0
Date
20xx-10-30 18:01
LeadID
GU_923492
Disposition
Chase
Wanted
0
Converted
0
Date
20xx-10-28 09:55
LeadID
HQ_23129
Disposition
Converted
Wanted
1
Converted
1
Date
20xx-10-27 14:43
LeadID
GU_920409
Disposition
Referred Out
Wanted
1
Converted
0
Date
20xx-10-27 08:29
LeadID
HQ_22994
Disposition
No Contact
Wanted
0
Converted
0

Note that this example is masked with LeadIDs so the table does not contain any sensitive, personally identifiable information. Additionally, we can use these LeadIDs to quickly match your records to our data. If you do not have a field to store our unique LeadID, then we can join data using phone, email, or name. (However, LeadID is our preferred method, because the intake teams sometimes change the contact information.)

Example
Disposition Mapping

Some firms use a separate field for disposition, and do not explicitly separate out “Wanted” and “Converted”

We can import data with a single disposition column if your firm provides a mapping to Wanted and Converted such as this:)

Disposition
Already Represented
Wanted
0
Converted
0
Disposition
Already Settled
Wanted
0
Converted
0
Disposition
At Fault
Wanted
0
Converted
0
Disposition
Chase
Wanted
0
Converted
0
Disposition
Declined
Wanted
0
Converted
0
Disposition
Discharge
Wanted
1
Converted
0
Disposition
Discharge Pending
Wanted
1
Converted
0

Every firm dispositions records differently. These dispositions are only examples, and your firm likely uses other naming or identifying labels. Ideally your disposition list is “finite” and does not change often, so we can program the mapping to our categorization and rely on this mapping consistently.

How to Send the File

How to Send the File

The more automated we can make the data loading process, the better this process will work for everyone

We prefer DAILY feed files, showing performance of all records routed on a rolling LAST 60 DAYS. Data files can be emailed (most common), pushed to our FTP server, published to your reporting portal, etc. Most firms are able to send us data using a recurring scheduler.

If you have additional questions about what data to include or how to share your data with us, please email melanie@quantify.com. A member of our team will reply promptly to your specific questions or reach out via phone to help resolve any issues you may encounter.

Configuring Different CRM's

Step 1: Creating a custom field where we can pass our lead id through. This would ideally be setup as a hidden field so you don’t have to see it when looking through lead records. We’ve seen something like ‘Vendor LeadID’ as a common name for that field
Add and Remove Custom Fields
Step 2: Creating the report template that contains all leads marked Quantify in your system as the source
Leads Report
Step 3: Create report scheduler, so that the report that is created above can be emailed on a cadence of daily
Scheduled Reports

As always, we thank you for partnering with Quantify.

We’re confident that performing these daily lead-to-case analyses will allow us to continually improve the performance of our campaigns and better support you, our valued customer, by ensuring that you’re receiving highly qualified leads that have the best chance of converting into new cases for your law firm.