Core Offer

Our Core Offer

The Core Promise

Most PI firms are sitting on a $1,000,000 problem — money leaking through missed leads, untracked referrals, and unaccountable vendors.
The issue isn’t just bad marketing — it’s broken execution inside the firm.
Perverse incentives quietly run the show in legal marketing — and most firms don’t even see it. The agency’s goal isn’t efficiency or ROI — it’s retention.
Your success and their success aren’t always aligned.
You’re in a business where you can’t create demand.
When someone needs you, it’s rare, urgent, and often once in a lifetime.
Most of the people you could help will never call.
That’s why every single potential client matters.

Simple truth:

Marketing gets you seen. Operations get you paid.

At De Facto, we follow one principle above all:

People are the policy.
Execution beats strategy.
Culture is set by people.
Software is math — people make it practical.

That’s why our work spans lead generation, intake, operations, and technology — because accountability doesn’t live in a policy document; it lives in the people who touch every lead, call, and case.

The Economics of Inaction

The average PI case is worth $15K–$25K — often much more. One recovered lead offsets the entire investment; every lead after that compounds your return. You’re not buying consulting; you’re reclaiming cases you’re already losing.

You spend $20K+ a month chasing leads — what we charge isn’t a cost, it’s the correction.

Roughly 30% of your total leads should be qualified (“want” rate). Of those, you should be signing about 90%.

With today’s tech and analytics, inaction is the most expensive move you can make. The market punishes hesitation — and if you’re a bystander, you’re already in a dogfight for clients who’ve moved on.

Phase 1: The Audit “We Find and Quantify the Leaks.”

We’ll find your firm’s $1M problem — and show you exactly how to fix it in 30 days. The first month is your break-in period. Call it a get-to-know-you phase — but make no mistake, it’s where we diagnose the extent of the issues.

No contract.
We only need access to your Google Ads, lead tracking, and CRM — and 15 days.

You might think your agency is good enough.
You might think your people are good enough.
But should your clients settle for good enough?
Let’s be great — today, tomorrow, and every day after.

Audit Deliverables

Deep analysis of SEO, Paid Ads, and Google Business Profile
Cost-per-lead, cost-per-case, and ROI mapping
Intake process review (call handling, follow-up timing, conversion tracking)
Technology and software stack evaluation
Vendor and agency accountability audit
Full executive summary identifying waste, inefficiency, and growth potential

Within 30 days, you’ll know where every dollar — and every lead — is going.

Phase 2: The Fix “We Make Sure It Never Happens Again.”

Once we’ve identified the leaks, we move from clarity to control.

This is where we implement new systems, partnerships, and accountability measures to make sure the problems stay fixed — and your results continue to grow.

Ongoing Oversight Includes

Replace or realign underperforming agencies and vendors
Implement new systems, AI tools, and operational processes
Monthly accountability reviews and KPI reporting
Continuous tracking of lead conversion, cost-per-case, and case value

The clarity uncovered in Phase 1 becomes the foundation for long-term control,
scalability, and profitability.

What’s Included Across Both Phases

1. Marketing Oversight

Audit SEO, Paid Ads, and GBP performance
Identify wasted spend and agency blind spots
Tie every click, call, and lead to signed cases and case value

2. Intake & Lead Conversion

Review intake process, follow-up cadence, and CRM data hygiene
Identify where leads stall or die in the funnel

3. Technology & Operations

Evaluate current CRMs, dashboards, and AI tools
Integrate systems for unified visibility from awareness to payout

4. Vendor & Agency Accountability

Independent verification of deliverables vs. promises
Report on backlinks, content quality, ad performance, and ROI

5. Courtroom Parallel

Every trial lawyer knows: the law on the books matters less than who’s in the room. Judges, adjusters, mediators — outcomes are shaped by people, not policy. The same applies to your firm and its partners. That’s why we audit them — and hold them accountable.

Your Guarantee

If we don’t find lost leads that turn into cases, you don’t pay for the audit.
No fine print. No long-term contracts.

We’ll either uncover your firm’s $1M problem — or you keep your money.

Speed & Simplicity

First findings within 14 days
We handle setup, tracking, and reporting
You keep running your firm while we work with your team and vendors

Closing Statement

You already spend tens of thousands chasing leads. See exactly where things are breaking — in your marketing, intake, or lead tracking — and put the systems in place to make sure they never do again.

You’ll know what’s working, what’s wasted, and what’s costing you cases. From that point forward, every lead, every dollar, and every decision becomes accountable.

PI firms hire De Facto when they’re tired of guessing where their money goes. We bring clarity across marketing, intake, and operations — connecting spend to signed cases.

We fix what agencies and internal teams overlook: accountability, execution, and alignment.

The result?
Every lead tracked.
Every dollar measured.
Every decision driven by data — not hope.