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CASE STUDY. NEXTPOINT. LEGAL TECH · eDISCOVERY

The Legaltech.Demand Engine.

Nextpoint sells eDiscovery into law firms and litigation-support teams. iExcel built the multi-channel demand engine — paid search, ABM, events, and the measurement foundation underneath it.

Engagement
Multi-year full-funnel
Channels
LinkedIn · Google · Bing · Capterra · Events
Scope
Paid · ABM · Attribution · MarOps
Revenue tie
Salesforce-attributed won opps
Bronze Lady Justice statue holding the scales of justice
// Litigation · eDiscovery · B2B SaaS
// The scoreboard · what the engine delivered
86%
Won opps with a marketing touch
Sourced + influenced across the Salesforce attribution workbook.
13.85%
LinkedIn conversion · Q3 2021
More than 2× published B2B paid-social conversion benchmarks.
−22%
Cost per conversion · WoW
Google Search efficiency from query and offer tuning — not budget cuts.
54%
Webinar attendance
Above the 40–46% published band — and eight booked sales meetings.
The Stack

Tools we ran it on.

HubSpot
Forms · Email nurture · Reporting
Salesforce
Attribution · Won-opp analysis
LinkedIn Ads
ABM · Lead-gen forms
Google Ads
Search · Display · YouTube
Microsoft Ads
Bing search · RLSA
Capterra
Review-site PPC
Tag Manager
21 conversion tags
Google Analytics
Measurement spine
Databox
Dashboards · Reporting
Chapter 01 · The Setup

B2B legaltech doesn't move on a clever campaign.

Nextpoint's buyer is a litigation partner, a legal-ops director, or an in-house counsel team. They don't fill out demo forms because a banner caught their eye. They evaluate slowly. They check references. They read.

For a category like that, marketing has to be a system: multiple channels touching the same accounts, a content layer worth gating, an event program that books real meetings, and a measurement spine that ties every dollar back to revenue.

iExcel built it across LinkedIn, Google, Bing, Display, Capterra, Facebook, YouTube, webinars, email nurture — plus the HubSpot, Salesforce, GTM, and Databox infrastructure that lets a CMO actually trust what's happening.

A person in a dress shirt signing legal documents with a pen
// Legal tech · Law firms · In-house counsel · Litigation support
Chapter 02 · First Traction

LinkedIn became the engine.

The first channel that worked at scale was LinkedIn. By Q3 2021 the program was converting clicks into leads at 13.85% — in a category where published B2B paid-social benchmarks sit in the mid single digits, and where most paid social produces tire-kickers instead of litigation-support directors. Monthly lead flow had climbed into the triple digits. That was the signal we'd found leverage.

The reaction wasn't to celebrate — it was to build the expansion plan. Grow the LinkedIn budget's share of the mix. Model monthly lead volume to roughly while holding cost-per-lead essentially flat. Layer new vertical audiences on top and let the tests decide what scaled next.

13.85%
LinkedIn conversion rate · Q3 2021
More than 2× published B2B paid-social conversion benchmarks — the number that turned one channel into the engine of the program.
Portrait of a smiling professional woman in a striped blazer — the LinkedIn buyer persona
// LinkedIn · Lead gen · Vertical targeting
Chapter 03 · The Scale

The program scaled — and the winners got cheaper.

The expansion held. Over the next six months the LinkedIn program compounded: steady lead flow month after month, with lead-form completion running at 22.7% — roughly double the platform's published lead-gen-form norms. That's not a lucky creative. That's audience-offer fit, held for two straight quarters.

The blended cost-per-lead stayed inside the expansion plan — and the campaign-level winners came in far below it. The best state-list audience delivered leads at roughly a third of the blended program cost. Guides converted. State-list audiences converted. Construction and litigation-support verticals converted. The pattern was always the same: specific audience, specific content offer, specific lead form — calibrated to what the buyer was actually looking for that week.

Indexed cost per lead · blended program = 100 · lower is better
A historic library hall with tall shelves of bound volumes and marble busts
// Six months · 22.7% lead-form completion · ~2× platform norm
Two people working through campaign flow diagrams on paper between laptops
// The strongest paid social proof point

"The best state-list campaign delivered leads at roughly a third of the program's blended cost-per-lead. That's the floor of what's possible when audience, content, and form meet a B2B legal buyer where they already are."

Chapter 04 · The Channel Stack

LinkedIn wasn't alone.

The rest of the stack pulled its weight. Bing delivered a steady weekly lead flow at well under half the blended program cost-per-lead. The Google Display Software Seekers campaign converted at 8.11% with an acquisition cost under half the program blend — display running like a real lead channel, not a branding line. And the eDiscovery Guides search campaign cut its cost-per-conversion roughly 22% week over week while the tests ran.

Capterra was the quieter winner: nearly half of one month's review-site leads became opportunities, and one of them closed inside the same reporting window — one of the few channel→revenue lines clean enough to count.

−22%
Cost per conversion · Google Search, week over week
The eDiscovery Guides campaign against its own prior-week baseline — efficiency from query and offer tuning, not from cutting budget.
A laptop screen full of performance dashboards and bounce-rate charts
// Bing · Display · Capterra · Facebook · YouTube
// LinkedIn

Paid Social

Vertical guides, state-list ABM, lead-form testing, MOFU/BOFU audiences.

// Google Search

Paid Search

eDiscovery Guides campaign cut cost-per-conversion ~22% week over week.

// Bing

Paid Search · Lite

Steady weekly lead flow at well under half the blended CPL. RLSA software-seekers up 50% MoM.

// Google Display

TOFU Surface

Software Seekers — 8.11% conversion rate at a CPA under half the program blend.

// Capterra

Review-Site PPC

Nearly half a month's leads became opportunities — with a close in the same window.

// Facebook

BOFU Demos

Reporting correction surfaced a batch of previously-hidden demo requests.

// YouTube

Awareness

Video-ad testing on the planned expansion roadmap.

// ABM

Account-Targeted

Bombora surge, closed-lost lists, vertical audiences, ABM lists for events.

Chapter 05 · The Meetings

The events that actually booked meetings.

Paid drove the top of the funnel. Events did something different — they booked meetings. iExcel ran promotion, landing pages, paid invites, and post-event nurture across product launches, educational webcasts, and partner programs.

The multidistrict-litigation webcast converted 44% of its registrant list into live attendees. The Winter Product Launch converted 54% — above the 40–46% band most published webinar benchmarks report — and handed 8 booked meetings to sales. The Spring launch added two hot consultation requests, and the Transcript Management follow-up handed 7 more meetings to the Strategic Accounts team.

54%
Attendance rate · Winter product launch
Above the 40–46% band most published webinar benchmarks report — and the session ended with eight booked sales meetings, not just replay views.
A seated audience watching a conference session in a darkened hall
// Webinars · Product launches · Educational webcasts
Chapter 06 · The Measurement Foundation

The measurement foundation underneath all of it.

The case study isn't paid media. It's the infrastructure underneath the paid media. iExcel built and maintained the measurement spine that let every channel claim revenue it could actually defend.

Twenty-one new GTM conversion-tracking tags across LinkedIn, Facebook, Bing, and Google Analytics. Custom conversion events. Spam-domain blocking. False-conversion investigation. Salesforce attribution analysis. HubSpot form-conversion reporting that surfaced checklist forms converting above 60% while the homepage demo form quietly carried the raw volume — the kind of read that redirects a content roadmap.

The Facebook reporting correction alone re-ranked a channel: a batch of BOFU demo requests had been hidden by a wrong success metric, and a channel that had looked weak turned out to be one of the strongest.

Two analysts working at desks with code and tracking configuration on their screens
// GTM · GA · HubSpot · Salesforce · Databox
// Share of won opportunities with a marketing touch
86%

In the Salesforce attribution workbook, 86% of won opportunities were marketing-sourced or conservatively marketing-influenced. We don't publish the client's pipeline dollars — we publish the share.

Chapter 07 · The Receipts

From leads to revenue.

The Q4 2022 Salesforce Performance Review told the story most case studies never tell: every closed opportunity in the quarter, analyzed line by line against marketing's touchpoints — not a vanity dashboard, an audit.

Inside that closed-opportunity set, marketing's fingerprints showed up everywhere — the New Users Weekly nurture, paid review sites, paid search. Roughly a third of the quarter's closed deals were quick-closes that started inside the quarter itself; the rest had entered the funnel in Q3 and matured. That's a funnel with both velocity and depth.

The All-Won-Opps attribution workbook put a number on it: about a third of all won opportunities were marketing-sourced outright — first touch to close. Add conservative marketing influence, and 86% of the book carried a marketing touch.

~33%
Won opportunities sourced by marketing
Sourced outright in the Salesforce attribution workbook — first touch to close. Conservative influence attribution lifts marketing's total touch to 86% of the book.
Law-library shelves lined with numbered rows of bound legal volumes
// Salesforce attribution · Marketing-sourced + influenced revenue
Chapter 08 · The Read

Why this story matters.

For B2B SaaS leaders selling into long-cycle, deliberate buyers — legal, regulated, professional services — the Nextpoint engagement is the template.

It's not the story of a single hero channel. It's the story of a multi-channel demand engine, an event program that actually books meetings, an attribution layer that defends every dollar against Salesforce, and a measurement foundation that catches the things every other agency misses.

Marketing-sourced won deals, defended line by line in Salesforce. Real rates and real ratios — ready for the CFO's next question.

Multi-channel demand.
Sourced revenue. One operator.

iExcel runs paid media, ABM, event programs, attribution, and the measurement foundation that ties every dollar back to revenue.

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