For law firm marketing and intake teams

Find the AI-referred inquiries GA4 cannot.

A free intake question, CRM dropdown and monthly worksheet for the caller who got your name from ChatGPT, searched later, and never arrived with an AI referrer.

Free to adapt · No email gate · No intake data is entered here

One inquiry · two partial instruments

Neither side is the total

GA4 observes

The click

Recognized AI referrer retained

Intake observes

The memory

Caller recalls what influenced them

The missing event

An assistant recommends the firm. The prospect calls or searches the name later. Referral analytics never receive an AI click to classify.

The intake script

Ask after the matter details, not before.

The client should never feel that attribution matters more than their problem. Ask late, name examples, and store one structured answer.

Ask every new inquiry

“One last thing so we know what is working — before you called us, did you use an AI assistant like ChatGPT or Gemini, or did you find us another way?”

If yes, follow with

“Do you remember whether it gave you our name directly, or whether you searched for us afterwards?”

The CRM field

Seven options. No “internet” bucket.

Keep an optional notes field for the caller’s own words. Use this required dropdown for the count you intend to compare month over month.

01

AI assistant — named us directly

The caller says an assistant gave them the firm’s name.

02

AI assistant — searched after

An assistant influenced the choice, then the caller searched or clicked elsewhere.

03

Search engine

The caller describes searching; no assistant was mentioned.

04

Referral — person

Friend, family member, another lawyer, or past client.

05

Directory or review site

The caller names a directory or review platform.

06

Advertising

The caller recalls an ad, billboard, radio spot, or mailer.

07

Other / unknown

The caller cannot say. The intake team does not guess.

01

Count intake answers

Keep direct AI names, later searches, and unknown responses separate. Unknown is the error bar.

02

Pull the click data

Use GA4’s AI Assistant channel and Search Console’s generative-AI reports for the same month.

03

Compare—do not merge

The instruments observe different events. The gap is a finding; forcing one total manufactures certainty.

Free to adapt · No email gate · No intake data is entered here

From attribution to visibility

A referral count still cannot tell you who was recommended.

Intake and GA4 measure downstream behavior. A recommendation check measures the upstream answer: whether assistants named the firm, which competitors appeared, and which sources shaped the response.

Use both when the question matters

  • Recommendation evidence: what assistants actually said.
  • GA4 and Search Console: which measurable clicks followed.
  • Intake: which callers remember an assistant influencing them.

What the kit can—and cannot—tell you

Does GA4 already have an AI Assistant channel?

Yes. Google announced the native channel on May 13, 2026. Recognized visits receive the medium “ai-assistant” and campaign “(ai-assistant).”

Why ask intake if GA4 has the channel?

GA4 needs a visit and a classifiable referrer. It cannot attribute someone who was given the firm name, called directly, or searched the name later.

Does the GA4 channel include Google AI Overviews and AI Mode?

No. Google’s default-channel documentation explicitly excludes both; those clicks are reported with Google search traffic.

Are intake answers ground truth?

No. They depend on memory and consistent staff execution. Report the unknown count and keep the wording stable before comparing months.

Does this page collect intake data?

No. There is no form for client or matter data. The optional post-download form accepts only an email address and whether you asked for CRM setup help so Briefly can deliver the blank templates and respond to that request. It does not add you to a newsletter.

Platform details: Google’s May 13, 2026 release note and default-channel documentation. For the complete attribution method, read the law-firm AI referral guide.