CaseLoad Select is a marketing firm built for growing law firms that want better cases, not simply more leads.
We act as your marketing department and run the entire marketing operation for you, focused on attracting better-qualified opportunities and building the firm you want.
You have a vision for your firm: the work you enjoy, the clients you serve best and the reputation you want to earn. Your marketing should help you move towards it.
We start by understanding those ambitions. Then, as your marketing department, we build and run the work that helps suitable clients find you, understand your value and start a conversation.
ACTS gives the work an order. The services inside each stage work together.
The Screen organizes every inquiry into a lawyer-ready brief.
Your team sees the situation, the reason for its priority band, commercial context, and the questions to ask next.
Business setup with co-founders. Classification inferred from the inquiry and presented for lawyer review.
REVIEW PRIORITYSame-day
Multiple high-value facts are present in the inquiry. Worth prioritizing for a lawyer callback.
Clear next step, shared planning need, and an active business decision.
Likely business advisory work with defined commercial scope.
Current facts appear straightforward to assess on the first call.
Time sensitivity is signalled. A same-day callback is useful.
The inquiry contains the context needed to prepare the first call.
Internal scope estimate, not a quote.
Confirm the business setup and each founder's role.
Clarify ownership split, timing, and decision authority.
Entity facts and the anticipated scope are clear.
“CaseLoad Select helped us present more clearly who we are and the work we want to be known for.”Damaris Regina Guimarães Principal Lawyer, DRG Law Professional Corporation
One operator built and runs this work, start to finish.
Adriano brings fifteen years of brand strategy, communications planning, digital planning, and CRM architecture to the work. He leads it from strategy through execution, coordinates delivery, interprets the evidence, and identifies what should change next.
About CaseLoad SelectChoose the work your firm needs now. Every engagement has a clear scope, clear ownership and room to expand.
One service, one clear priority
Add services as needs change
Bring ACTS together when the work overlaps
Choose the commitment that fits
Begin with the clearest constraint. Expand when another part of the client journey needs attention.
Start a conversation →QUESTIONS ABOUT CASELOAD SELECT
CaseLoad Select is a marketing firm for growing law practices. It helps a firm define the clients and matters it wants, then manages marketing work intended to make that direction visible and useful.
The lawyer retains every professional and client decision. The Screen can organize inquiry context for review, but it does not accept or reject a matter.
It is a managed marketing service. Technology supports parts of the work, including publishing, relationship management and inquiry review, while CaseLoad Select manages the agreed work with the firm.
The firm does not buy a self-serve software product and run the marketing operation alone. The exact responsibilities and systems are agreed before work starts.
It is designed for growing Ontario law firms that want a more deliberate marketing operation and do not have a dedicated internal marketing function.
A useful starting point is a clear discussion of the firm’s services, capacity and desired matters. That helps determine whether the operating model fits the firm’s current priorities.
Depending on the agreed priorities, work can cover firm positioning, website and search presence, useful content, paid-demand planning, CRM and managed intake, and the Screen’s lawyer-ready inquiry briefs.
These activities connect through the ACTS method. Paid-media spend remains separate and under the firm’s control.
The firm and CaseLoad Select discuss the firm’s goals, constraints and current needs, then document the work, owners, approvals and boundaries before it begins.
The scope can reflect immediate priorities and how related responsibilities fit together. Any expansion or change should be discussed and agreed as the firm’s needs evolve.
ACTS stands for Authority, Capture, Target and Screen. Authority makes the firm’s relevant knowledge and direction visible; Capture supports the paths into a relationship; Target focuses attention on desired clients and matters; Screen organizes available inquiry context for lawyer review.
The stages can work concurrently as priorities change. See the method overview for how the responsibilities connect. Explore the ACTS method
No. The Screen prepares a brief that separates submitted or observed information from interpretation, explains why attention may be prioritized and identifies uncertainty and questions to confirm.
The lawyer evaluates the information and decides whether and how the firm responds. The system does not decide conflicts, legal merit, representation or outcomes.
Start with a conversation about the practice, the clients and matters the firm wants, and the constraints that should shape the work.
That discussion helps establish fit and identify what needs to be clarified before the firm and CaseLoad Select agree on scope and responsibilities.
Start a conversation about the clients, matters, and priorities that should shape what comes next.
Start a conversation