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Meridian LawMonthly report · October 2026 · Growth plan
Monthly report · sample

Meridian Law,
October 2026

61 enquiries, 38 consultations, 19 retained, three more than September. $7,790 of marketing, $410 per retained case. Fees billed $272,000, collected $255,000, overhead covered on Oct 20. Two things to fix: Monday no-shows and $31,400 over 60 days.

Published Nov 2, 2026 · Written by your account lead and the bookkeeper · covers Oct 1, 2026 to Oct 31, 2026, compared with September 2026.

The six numbers

October in six figures

The same figures as the top of your dashboard, frozen on the day the books closed. Each one is explained on the dashboard tile it comes from.

Fees billed
0
▲ 5%
Fees collected
0
▲ 6%
Retained cases
0
16 in September
Cost per retained case
0
From $7,790
Margin
0
Before partner draws
Over 60 days
0
Nine invoices

Marketing

What it cost, what it brought

You spent $7,790 on marketing in October, including the one-time $1,850 for the video, and the firm retained 19 new clients: $410 per retained case, down from $465. Eleven of the nineteen came from paid work, nine from the ads and two from the explainer video; eight came from referrals, LinkedIn and reviews, which cost nothing to run.

CampaignSpendResultCost per result
“Immigration lawyer”
Google Local Services · Live since May 1
$3,1806 retained$530
“Estate planning”
Google Search · Live since Aug 1
$2,2203 retained$740
Naturalization explainer video
Business Profile · LinkedIn · website · Published Oct 7 · still working
$1,8502 retained$925
Referral series
LinkedIn · Always on · 9 posts in October
$03 retained$0
“Closing attorney”
Google Search · Paused Oct 18 · no consultations
$5400 retained—
Total$7,79019 retained cases$410

Every campaign, its ads as people see them, and the rules it runs under are on the Marketing tab.

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