What a signed case actually costs you — and what next year could look like.
Turn last month's marketing numbers into the four figures that decide everything: cost per signed case, marketing ROI, profit, and margin. Then flip to a 12-month forecast and see where the firm lands.
Your arithmetic, shown in full — no invented benchmarks. Every figure is computed from what you enter. We've pre-filled a realistic example so it works on load; replace it with your real numbers to make it yours.
Last month, in numbers
Runs in your browser. Nothing is sent or stored. Enter a typical month.
Ad budget across all channels.
Full cost picture (optional)
Added to your all-in cost per case and net profit.
Enter spend, leads, signed cases, and your average fee, and your economics fill in here.
Revenue → profit
Where every dollar of collected fees goes.
Share of revenue
What marketing, operations, and profit each claim.
Leads → signed
Which channel actually pays
Split last month's spend and signed cases by channel to see cost per case and ROAS side by side. Uses your average fee from above. Example rows — edit with your data.
| Channel | Spend | Signed | Cost / case | ROAS |
|---|
Model a better month
You set the targets. Type a number you believe you could hit and watch profit and ROI move against today. Leave a field blank to hold it steady.
Where your next move pays best
Growth assumptions
Starts from your economics above. A planning projection from a growth rate you choose — not a prediction.
Set a starting case count and average fee to project the year.
12-month trajectory
Monthly revenue, with the cumulative year building across the line.
What each number means
The economics that decide whether marketing builds the firm or bleeds it — in plain English.
Cost per signed case (CPA)
What it is. Everything you spent to acquire clients, divided by the cases you signed. The headline number shows the all-in figure — ad spend plus agency, software, creative, intake, and overhead — because that's what actually leaves the bank.
Why it matters. A cheap cost-per-lead can hide an expensive cost-per-case when the funnel leaks. This is the number that connects marketing to the P&L.
How to move it. The math almost always rewards conversion over volume: a better close rate lowers CPA faster than cheaper clicks.
Marketing ROI & ROAS
What they are. ROAS is collected fees ÷ marketing cost (a 4:1 ROAS returns $4 for every $1). Marketing ROI is the same idea as a percentage of profit: (revenue − marketing) ÷ marketing.
Why it matters. Together they answer “is this a good use of the firm's money vs. anything else we could do with it?”
Profit margin
What it is. Net profit as a share of revenue, after every cost you entered. It's the difference between a firm that's busy and one that's profitable.
How to move it. Raise average fee (case selection), lower acquisition cost (conversion), or trim operational drag — margin responds to all three.
The Efficiency Score
What it is. A 0–100 read on profitability, defined openly: Score = ROAS × 12.5, capped at 100. An 8:1 return scores 100.
Why we show the formula. A score you can't reproduce is decoration. This one is a plain transform of your own ROAS — nothing hidden, no secret benchmark.
Close rate
What it is. Signed cases ÷ leads. The single most leveraged number in the firm, because it multiplies the value of every marketing dollar you've already spent.
How to move it. Speed-to-lead, after-hours coverage, missed-call text-back, and a disciplined consultation — intake, not ads.
The 12-month forecast
What it is. Your current run-rate compounded at a monthly growth rate you choose. Cases grow, revenue follows, and the cumulative line shows the year that builds underneath.
The honest caveat. It is a planning tool, not a prediction. It also flags the intake capacity that growth demands — because cases you can't answer aren't growth.
How this is built — and what it will not pretend to know
Every figure is deterministic arithmetic on your inputs: cost per case = total cost ÷ signed cases, ROAS = revenue ÷ marketing, revenue = signed × fee. The forecast compounds your run-rate at the growth rate you set. Annual figures are monthly × 12. No black box.
There are no invented benchmarks. We won't tell you what cost per case is “normal” for workers' comp — no one has credibly measured it, and every figure you've been quoted was built to sell something. The output is only as good as your inputs, which is exactly why the honest move is to enter your real ones.
The forecast admits its assumption. Compounding growth is a decision you make, not a law of nature — so we label it a projection and show the intake capacity it would require, rather than implying the cases will simply appear.
You can see the economics.
We help you change them.
If your cost per case is climbing, a channel is underwater, or intake is the real bottleneck, that's the conversation to have. Bring these numbers to a free strategy call and we'll pressure-test them against what we see running $16.5M in workers' comp media.
Book a free strategy call