CASEBOUND 360
Marketing Performance
Paid Media Command Center: acquisition, spend and case outcomes across every platform.
Illustrative demo data • No live integrations
Checklist items
3312.8%vs. previous period
Illustrative demo metrics
Ready in prototype
512.8%vs. previous period
Illustrative demo metrics
Needs access
812.8%vs. previous period
Illustrative demo metrics
Needs build / verification
2012.8%vs. previous period
Illustrative demo metrics
Integration Readiness Checklist
| Google Ads API & MCC | Developer token (Basic/Standard access) and OAuth client | Portfolio administration | Needs access | |
| Google Ads API & MCC | MCC link to every advertiser account; login-customer-id per request | Portfolio administration | Needs access | |
| Google Ads API & MCC | GAQL reporting sync: campaign, ad group, keyword, search term, geo | Portfolio administration | Needs build | |
| Google Ads API & MCC | Offline conversion import with gclid/gbraid/wbraid, consent and value validation | Portfolio administration | Ready in prototype | |
| Google Ads API & MCC | Human approval gate for any mutate call | Portfolio administration | Ready in prototype | |
| Microsoft Advertising API | Developer token, manager account and OAuth | Portfolio administration | Needs access | |
| Microsoft Advertising API | Reporting service sync; msclkid capture | Portfolio administration | Needs build | |
| Microsoft Advertising API | Offline conversion goal setup | Portfolio administration | Needs verification | |
| Meta Marketing API | Business Manager system user and ad account assignment | Aman | Needs access | |
| Meta Marketing API | Insights sync at campaign/ad set/ad level | Aman | Needs build | |
| Meta Marketing API | Conversions API with event_id deduplication against Pixel | Aman | Needs build | |
| Meta Marketing API | Special Ad Category review for financial/employment/housing brands | Aman | Needs verification |
Shared Entities (sync & dedupe keys)
| Organizations | Top-level tenant | internal id | source_created_at, source_updated_at, synced_at | |
| Brands | organizationId | internal id | source_created_at, source_updated_at, synced_at | |
| Websites / properties | organizationId, brandId | domain, GA4 property, GTM container | source_created_at, source_updated_at, synced_at | |
| Advertising platforms | Static list | platform code | source_created_at, source_updated_at, synced_at | |
| Advertiser accounts | organizationId, brandIds[] | platform account / customer ID | source_created_at, source_updated_at, synced_at | |
| Campaigns | org, brand, website, account | platform campaign ID | source_created_at, source_updated_at, synced_at | |
| Ad groups | org, brand, account | platform ad group / ad set ID | source_created_at, source_updated_at, synced_at | |
| Ads & creatives | org, brand, account | platform ad / creative ID | source_created_at, source_updated_at, synced_at | |
| Keywords & search terms | org, brand, account (search only) | criterion ID + query text | source_created_at, source_updated_at, synced_at | |
| Audiences | org, brand, website, account | platform audience ID | source_created_at, source_updated_at, synced_at | |
| Attribution events | org, brand, website, account | event ID + click ID + timestamp | source_created_at, source_updated_at, synced_at | |
| Leads | org, brand, website | CaseBound lead ID; dedupe key | source_created_at, source_updated_at, synced_at | |
| Intake sessions | org, brand, website | CaseBound session ID | source_created_at, source_updated_at, synced_at | |
| Calls | org, brand, website | CallRail call ID | source_created_at, source_updated_at, synced_at | |
| Consultations | org, brand | CaseBound consultation ID | source_created_at, source_updated_at, synced_at | |
| Signed cases | org, brand | CaseBound / Clio matter ID | source_created_at, source_updated_at, synced_at | |
| Revenue events | org, brand | payment / invoice ID | source_created_at, source_updated_at, synced_at |
DEMO · No production accounts are connected. Every synced record is keyed by (source, external ID) and carries organization, brand, website and advertiser account.