Product preview

Lead & referral analytics demo

This sample dashboard mirrors what teams see inside LexFlow. Actual accounts pull live data from your intake forms, partner widgets, and referral fee ledger.

Demo dataUpdated Mar 2025

Total leads

182

Retained matters

76

New this month

24

Retention rate

41%

Partner + direct channels

Top lead sources

Current month vs. prior month performance

  • Partner · Redwood Legal52 leads

    vs. last period +18%

  • Direct · Website intake38 leads

    vs. last period +7%

  • Partner · Harbor Counsel29 leads

    vs. last period +11%

  • Email referral22 leads

    vs. last period -4%

  • Events / webinars11 leads

    vs. last period +9%

Status distribution

Across all active matters

  • Contacted41
  • Consult scheduled28
  • Retained76
  • Lost37

Referral revenue

Paid + scheduled payouts over the last 90 days

  • Redwood Legal$12,450
  • Northbridge LLP$9,300
  • Harbor Counsel$7,125
  • Stone & Bloom$4,850

Analyst notes

LexFlow’s AI surfaces emerging trends, idle leads, and revenue risks directly in the analytics view.

  • Partner conversions

    Partner-tagged leads convert 2.3× faster this month. The Redwood widget accounted for 29% of retained matters.

  • Idle leads

    14 leads have been untouched for 3+ days. Assign follow-ups or trigger the automated nurture sequence.

  • Revenue outlook

    Scheduled consultations for March represent $42.5k in projected referral revenue. Two firms have pending payouts.

Want to see your own data?

Connect your intake forms, enable partner widgets, and LexFlow will populate the same views with live metrics—no spreadsheets required.

Launch dashboardStart the 7-day trial