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THE BENCH · MARKETING & INTAKE ANALYTICS
Ivan Rodrigues: Bring Ivan
the hard questions.
Ivan Rodrigues coaches analytics for marketing & intake.
- First hour free
- Then $2,000 per firm, per month
- Cancel anytime
IVAN HAS WORKED WITH
Marks identify organizations Ivan has worked with or inside. Not endorsements.
ASK IVAN
Questions
Ivan answers.
Bring one of these, or the one that has been sitting on your desk. Each one is a good hour.
- Why do our marketing numbers and our intake numbers never match? Book this hour, free
- What should our intake dashboard show every morning? Book this hour, free
- How do we connect a lead to a signed case across our systems? Book this hour, free
- Is our Lead Docket set up to tell us what we need to know? Book this hour, free
- What should the partners see every month, and what should be left off? Book this hour, free
HAVE THESE ON HAND
- Your current marketing and intake reports, however they look today
- The systems in play: intake CRM, case management, call tracking, ad platforms
- The one number nobody in the firm can agree on
ABOUT IVAN
Meet
Ivan Rodrigues.
Builds the data integrations, dashboards, and reporting law firms run marketing and intake on.
Ivan builds data integrations, dashboards, and analytics products for law firms, including a managed reporting platform built for legal that makes reporting intuitive and actionable. He has spent the past several years consulting on and building BI systems for small and large firms, working with the intake CRMs, case systems, and call tracking a firm already runs.
Read Ivan’s full storyShow less
Before analytics he spent several years inside a personal injury firm running the operation he now builds reporting for: head of marketing, then chief operating officer over 2,100 active matters and a team of 40, then chief marketing, sales, and client experience officer. In that seat he took intake conversion from 75 to 93 percent in four months and grew leads 30 percent while cutting the cost per lead.
He is the author of The Lead Docket Book, the guide to the intake CRM. Before law he directed television commercials in Los Angeles for eight years, including a regional Emmy-winning spot for the firm he later ran marketing for.
- 75 → 93%intake conversion in four months, inside a PI firm
- +30%more leads in three months, at a lower cost per lead
- The Lead Docket Bookauthor of the guide to the intake CRM
WHY IT MATTERS FOR YOUR FIRM
Coach with Ivan.
The first hour is free.
Most firms have a marketing report, an intake report, and a case system that all disagree. Ivan has run the intake floor and the marketing budget himself, then built the reporting that ties them to signed cases. He sits on your side of the data.
Ivan RodriguesMARKETING & INTAKE ANALYTICS First hour freethen $2,000 per firm, per month
- Book Ivan for your first hour, no charge
- 4 credits a month: 4 one-hour sessions, any operator
- Shared by everyone at your firm
- Month-to-month, cancel anytime
Already a member? Open the portal.
THE REST OF THE BENCH
Different question?
Different operator.
Your 4 hours a month work with anyone on the bench. Spend the next one with whoever has run that lane.
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STRATEGY, GROWTH & AIDan JimmersonMarketing strategy, growth & AI augmentation -
FIRM STRATEGYBlair WarnerFirm strategy & operating transformation -
PAID SEARCHErik KullenbergPaid search & acquisition efficiency -
META & CREATIVEPaco BlancoMeta media buying & creative performance -
TV & PROGRAMMATICAmanda JudgeProgrammatic & broadcast activation -
AI SEARCH & ORGANICDavid RyanAI search visibility & organic growth -
PROGRAMMATIC & MEASUREMENTMatt PrinceProgrammatic, connected TV & measurement -
INTAKEHayden HaskinsIntake & speed-to-lead
STRAIGHT ANSWERS
Before you book.
Is the first hour really free?
Yes. Create your account, book your first hour with any operator on the bench, and pay nothing for it. If Coaching is right for your firm, it is $2,000 per firm, per month after that, month-to-month, cancel anytime.
Can I really book any operator?
Yes. Each operator opens a set number of hours every month and members book against them. Pick the person whose experience matches the question in front of you. Availability is shown in the portal before you reserve.
Is this month-to-month?
Yes. There is no annual contract. Cancel anytime from the portal and your membership ends at the close of the billing month.
Do you run our marketing?
No, and that is the point. Firmatics never runs campaigns, sells media, or takes a cut of your spend, so the advice you get has no side. We coach and we grade. You and your team stay in control of the work.
YOUR FIRST HOUR IS FREE
Bring Ivan the decision.
Your first hour is free.
Pick any operator on the bench and book an hour on the question in front of you. The first hour costs nothing. Coaching is $2,000 per firm, per month after that, month to month.
Meet the operators first- Free account to book
- First hour free
- Cancel anytime