two female marketers planning on a whiteboard

Multi-year growth for PI firm generating over $225M in case value

Challenge

Deliver maximum total case value through branding and lead generation marketing strategies while developing and improving law firm/campaign capabilities to continue driving increased quantity and quality of cases.

Top Level Focus Points

Brand & Engagement Marketing

Our top leads interacted an average of ~8x with our content. Focusing through the awareness to engagement funnel enabled greater conversion of high quality leads.

Operations Excellence

A clear need existed to enhance lead intake across technology, process, team strength and data. In addition, firm-wide training & adoption led to higher confidence in quality and value.

Approach

1. True Law Firm Partnership

Partnered with law firm to invest in established practice area focus, premium branding, intake efficiency, and more.

2. Data-Driven Marketing Strategy

Implemented comprehensive, data-driven, and highly-targeted digital and traditional marketing strategies that focused on result-based, fluid brand and lead generation tactics.

3. Operations Optimization

Developed internal resources and process optimizations such as staffing a lead intake team, implementing AI tools, and updating intake platforms like live web chats.

4. Transparent Reporting & Dashboards

Provided transparent, value-add dashboard reporting that focuses on total lead value and campaign-generated signed cases (rather than only leads).

Results

Lift in average monthly revenue generated in Q4 2024 vs. 2022 showcases continued strength of ongoing optimizations
> 0 %
Increase in total signed leads following 2023 lead intake transformation
0 %
Increase in lead value following lead intake optimization
0 %

High-Value Caseload Growth

Through a multi-year partnership with a personal injury firm, we grew the caseload incrementally in high-value practice areas such as commercial vehicle, medical malpractice, birth injury, product liability, and more.

Source: Data sourced from law firm-provided retained lead reports and represents leads and cases generated over the course of 3+ years (2020-2024)

Solutions Detail

Improved Lead Intake Capacity

For better lead intake management, we recommended the hire of a new intake manager. This intake manager oversaw the lead intake system as well as a new dedicated intake team to field leads driven from the campaign. Additionally, rather than relying only on attorneys for lead follow-ups, we shifted those responsibilities to the intake team.

Reinforced Continued Budget Flow 

As budget roadblocks were overcome, Élan worked to develop better processes around campaign reporting and projections to better reinforce continued campaign budget progression.

Élan Took Command of All Paid Media

Élan took over all paid media, including paid search. Élan’s paid search strategy includes offline conversion optimization, broad match bidding, automated real-time bidding, and a robust campaign structure. Taking over all media allowed Élan to fully control naming conventions and streamline reporting; which allowed for learnings and advancements on all tactics. All of these components have been paramount to the success of the campaign.

Case Reporting Process Developed

As the campaign continued, Élan worked towards a more robust reporting system through Lead Docket lead exports, realignment on monthly case reports, and new statuses/filters within said reporting.

Developed Contingency Action Plan (i.e. COVID-19, funding shifts, competitive, etc.)

Élan developed an action plan to overcome the effects of COVID-19 through media strategy shifts, digital platform enforcement, and other virtual tools that increased productivity.

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