Zoho CRM • Last 12 Months • New Business Only (excl. Re-retaining & Migrated)
⟳ Last Updated: March 10, 2026 at 05:50 PM ET
| Month | Consults | Retains | Retain% | Divorce | Custody | Support | Estates | Other |
|---|---|---|---|---|---|---|---|---|
| Mar '25 | 257 | 69 | 26.8% | 39 | 18 | 2 | 3 | 7 |
| Apr '25 | 242 | 80 | 33.1% | 38 | 19 | 4 | 5 | 14 |
| May '25 | 300 | 74 | 24.7% | 35 | 20 | 4 | 3 | 12 |
| Jun '25 | 278 | 89 | 32.0% | 45 | 24 | 5 | 3 | 12 |
| Jul '25 | 269 | 94 | 34.9% | 57 | 17 | 3 | 7 | 10 |
| Aug '25 | 250 | 102 | 40.8% | 60 | 22 | 3 | 9 | 8 |
| Sep '25 | 294 | 101 | 34.4% | 47 | 34 | 3 | 5 | 12 |
| Oct '25 | 241 | 76 | 31.5% | 46 | 13 | 1 | 5 | 11 |
| Nov '25 | 218 | 86 | 39.4% | 50 | 21 | 2 | 6 | 7 |
| Dec '25 | 213 | 79 | 37.1% | 50 | 13 | 1 | 3 | 12 |
| Jan '26 | 238 | 98 | 41.2% | 54 | 22 | 2 | 7 | 13 |
| Feb '26 | 230 | 90 | 39.1% | 59 | 21 | 2 | 2 | 6 |
| Mar '26* | 76 | 37 | 48.7% | 20 | 10 | 1 | 1 | 5 |
| Matter Type | Count | % of Other |
|---|---|---|
| Prenuptial Agreement | 41 | 31.8% |
| Contempt | 14 | 10.9% |
| Postnuptial Agreement | 13 | 10.1% |
| Protection from Abuse | 11 | 8.5% |
| Legitimation | 9 | 7.0% |
| Protection From Abuse | 8 | 6.2% |
| Adoption | 7 | 5.4% |
| Restraining Order | 5 | 3.9% |
| Name Change | 4 | 3.1% |
| Post Judgment Motion | 3 | 2.3% |
| Protective Order | 3 | 2.3% |
| Temporary Restraining Order | 3 | 2.3% |
| No Matter Set | 3 | 2.3% |
| Final Restraining Order | 2 | 1.6% |
| Dissolution | 2 | 1.6% |
| Appeal | 1 | 0.8% |
| Modification of Parenting Time | 1 | 0.8% |
| No Matter Set | 3 | 2.3% |
These retains have no Legal Matter in Zoho. Consult owners must update.
| Client | Consult Owner | Clio Open Date | Source |
|---|---|---|---|
| Starler Barnes | Justin Peccina | 2025-11-10 | Direct Referral |
| Kristi Nagengast-Kostas | Dayna Breccia | 2025-12-12 | Google Organic |
| Steve Johnson | Justin Peccina | 2026-02-25 | Direct Referral |
| Consultation Person | Consultations | Attended | No Shows | Cancelled | Retains | Close Rate |
|---|---|---|---|---|---|---|
| Taylor Mackintosh | 984 | 926 | 12 | 48 | 383 | 41.4% |
| Nicole Ryan | 894 | 839 | 17 | 44 | 262 | 31.2% |
| Robert Citak | 347 | 331 | 12 | 9 | 89 | 26.9% |
| LeAnne P. Cooper | 200 | 157 | 3 | 18 | 124 | 79.0% |
| Marie Maney | 169 | 147 | 9 | 7 | 42 | 28.6% |
| Ron Hansen | 84 | 79 | 0 | 2 | 29 | 36.7% |
| April Townsend | 79 | 68 | 1 | 7 | 20 | 29.4% |
| JB Fitzgerald | 34 | 27 | 1 | 0 | 13 | 48.1% |
| Searra Hazel | 33 | 31 | 0 | 0 | 5 | 16.1% |
| Billie Jo Sowinski | 30 | 27 | 0 | 0 | 14 | 51.9% |
| Alicia Reiff | 28 | 20 | 2 | 0 | 12 | 60.0% |
| Joshua Huffman | 25 | 21 | 0 | 0 | 8 | 38.1% |
| Stephanie Ojeda | 25 | 21 | 2 | 0 | 12 | 57.1% |
| Benjamin Gibson | 23 | 19 | 1 | 0 | 4 | 21.1% |
| Russell Manning | 23 | 13 | 0 | 0 | 10 | 76.9% |
| Cathy Cardozo | 21 | 19 | 0 | 0 | 13 | 68.4% |
| Rebekah Heilman | 18 | 16 | 0 | 0 | 0 | 0.0% |
| Julie Colin | 17 | 14 | 0 | 0 | 8 | 57.1% |
| John Attiani | 16 | 14 | 0 | 0 | 6 | 42.9% |
| Matt Gerber | 15 | 11 | 0 | 1 | 7 | 63.6% |
| David Strenfel | 8 | 8 | 0 | 0 | 4 | 50.0% |
| Melissa Zillhardt | 8 | 5 | 0 | 0 | 2 | 40.0% |
| Carolyn Gilde | 6 | 5 | 0 | 0 | 3 | 60.0% |
| TOTAL | 3,087 | 2,818 | 60 | 136 | 1,070 | 38.0% |