Session objective

Answer what Salesforce/Litify data can be exported to Google to help with audience targeting, Customer Match, and related optimization without guessing from stale notes.

What was checked

Live Salesforce findings

Last 730 days of intakes: 11,077 total, 9,321 with email, 10,943 with phone, 8,923 with ZIP, 10,877 with source, 10,853 with primary language, 2,034 signed retainers, 555 with GCLID__c, 98 with UTM source, and only 1 with exact source.

Signed intakes in the same window: 2,034 total, 2,001 with email, 2,008 with phone, 2,014 with ZIP, and only 51 with GCLID.

Matter records in the same window: 2,692 total, 2,548 with client email, 2,692 with client phone, 2,664 with ZIP, 60 with GCLID, 2,688 with source, 2,578 with primary language, 1,237 with estimated claim value, but only 4 with gross attorney fee and total matter value summed to 0. Fee/value data is not ready to drive value bidding without cleanup.

Recommendation

The highest-impact export is not a broad customer audience first. It is Salesforce offline conversion feedback to Google Ads using signed retainer and qualified-lead outcomes, matched by GCLID where present and hashed email/phone where GCLID is missing. Customer Match can help, but it should be secondary and carefully governed because personal injury/legal intake data can create sensitive-personalized-ad risk.

Suggested next steps