Reports
Reports shows where your enquiries come from and what happened to each one, so you can see which channels bring you clients and which bring enquiries that go nowhere.
Where to Find It#
- Owners and admins: Reports in the sidebar, under Firm.
- Members: Reports in the sidebar opens My enquiries, the same report for the enquiries you can open, without amounts.
The full report is part of Essentials and Advanced, and is included with a Lawzana Directory Pro plan or higher (see Billing & Plans). On Free, the page tells you what it shows and how to get it. The home card and the "What happened?" question below are on every plan.
At the Top#
Five figures sum up the period: Enquiries, You replied (with the median time to your first reply), Client answered, Hired (with how many enquiries have an outcome recorded) and, for owners and admins, Billed with the amount collected so far.
When enquiries that came in more than 2 weeks ago still have no outcome, a box below says how many. Click Review to see them and answer "What happened?" on each one (see Recording What Happened).
By Channel#
Each row is a channel an enquiry came through: the Lawzana Directory, your website form, your contact page, your enquiry email address, Zapier, the booking page, or an enquiry you added by hand. Some channels split into smaller rows:
- Lawzana Directory: claimed leads and direct messages.
- Website form and contact page: the campaign (UTM source) or the site that sent the visitor; "Direct visits" when there was neither.
- Zapier: the name your Zap gives the source.
- Enquiry email: the address the enquiry was sent to.
For each channel you see:
| Column | What it counts |
|---|---|
| Enquiries | Enquiries received in the period. A client who writes twice within 24 hours counts once. |
| You replied | Enquiries you answered: an intake sent, an email sent from Flow, or a logged call, with the median time to the first reply. |
| Client answered | The client saved intake answers, pressed "Ready to talk", replied by email, wrote or uploaded on the portal, or booked a meeting. |
| What happened | One bar per channel, split into Hired, Still talking, Lost and Not recorded, with the counts written below it and the most common reasons for losses. |
| Hired | The lead was marked won, an engagement letter was signed, Lawzana told us the client hired you, or you opened a matter from the enquiry. |
| Billed | Owners and admins only. Amounts invoiced on matters opened from these enquiries, in each currency, with the amount collected below. |
In the bar, Still talking means you answered "Still talking" in the last 30 days. Not recorded means no outcome is on record yet. This is not a loss: it usually means the case was handled by phone or email outside Flow.
Click any number to see the enquiries behind it. Hover over or tap the ⓘ next to a figure to see how it is counted.
Use the period buttons (30 days, 90 days, 6 months, 12 months) and the Practice area menu to narrow the report. The report updates as soon as you choose.
Emails Set Aside#
If you use an enquiry email address, the report also shows how many emails it set aside because they were not enquiries, and how many were spam. A channel that brings a lot of these is worth a look.
From Lawzana#
If your firm is connected to the Lawzana Directory, a line at the top sums up what the Directory brought you: enquiries, clients hired and the amount billed, with how many of those enquiries have an outcome recorded.
Response Time#
This section compares the median time to your first reply:
- Auto-intake: enquiries that got your intake link automatically. When auto-intake is off, owners and admins see a link to turn it on.
- By a person: replies sent by you or a colleague.
- Sender not recorded: intakes sent with no record of whether auto-intake or a person sent them.
By Month Received#
Below, the same figures by the month each enquiry arrived. A month is complete 60 days after it ends. Newer months are marked Still open, because their outcomes are still coming in.
Recording What Happened#
The report is only as good as the outcomes on record. Flow records many of them for you: a signed engagement letter, a matter opened from a lead, or an update from Lawzana. For the rest:
- On an enquiry that came in more than 2 weeks ago with no outcome, the lead page asks What happened with this enquiry? Click Hired, Lost (Flow asks why) or Still talking.
- Hired and Lost move the lead to your Won or Lost stage. Still talking hides the question for 30 days.
- The home page shows Enquiries need an outcome when some are waiting. Click it to see the list.
Leads you imported, and older leads that arrived when you connected the Lawzana Directory, are never asked.
On the Home Page#
Owners and admins see a Where your enquiries come from card for the last 90 days: total enquiries, clients hired and the median time to your first reply, then one bar per channel. The length of each bar shows how many enquiries the channel brought; its dark part shows how many became clients. Below, a button for each lead source you haven't connected yet, and how quickly enquiries got a reply. When automatic intake is on, it shows how many enquiries it answered, the median time, and how many clients sent their answers.