HubSpot + P4W: A legal CRM integration that actually works

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HubSpot + P4W: A legal CRM integration that actually works
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What is P4W (Partner For Windows)?

P4W is a legal practice management system developed by Tikit (now part of Advanced) that helps UK law firms manage core operational tasks like time recording, billing, case management and document production.

It's designed specifically for legal environments to help firms stay compliant, efficient and organised.

Built for busy fee earners, not just marketers

Most legal tech tools are designed with marketing departments in mind. But fee earners like solicitors, partners, and support staff are the ones who suffer when systems work in unison. The HubSpot + Partner for Windows (P4W) integration changes that.

The integration enables easy two-way syncing between your CRM and P4W, keeping the commercial and legal arms of your operation in constant communication. 

With this integration, you’ll also reduce manual input by automatically syncing client and matter data, so details entered once don’t need to be retyped in another system. It also gives you a shared source of truth across departments, ensuring everyone from marketing to legal operations is working from the same up-to-date information.

How it works from enquiry to instruction

A client fills out your website form. HubSpot captures the lead, notifies the relevant team, and logs the inquiry automatically. If the prospect converts, their details flow straight into P4W, ready to create a new matter. There’s no delay, no copy-pasting and no risk of human error.

That single, uninterrupted journey from lead capture to matter creation means your client experience is faster, cleaner and more professional. (And has the added benefit of giving your team more time to do meaningful work.)

 

Why P4W works for law firms

Plenty of legal CRMs claim to integrate with practice management systems. In reality, they often rely on brittle middleware, limited field syncing or clunky exports. This isn’t one of those.

The HubSpot + P4W integration is built specifically for law firms. It supports two-way syncing of contact, matter and case information, and because it’s fully configurable, you can map custom fields, automate handovers and maintain audit trails for compliance purposes.

Crucially, it doesn’t force your team to work in a new way. You can simply connect it to your existing workflows ​​and keep doing what you’re doing, just faster, easier and with everything in sync.


Automations lawyers actually use

The best part of this integration is that it’s designed to work with what you already have. You can set a few simple rules - like “when a matter opens, send a welcome email to the client” or “when a case is closed, notify the accounts team” - and let the system handle it in the background.

Once those rules are in place, HubSpot listens for updates from P4W and responds automatically. That might mean sending a confirmation email, creating a task for a team member, updating a pipeline stage, or logging activity in your reports. It all happens behind the scenes, so your team can stay focused on their work without worrying that anything will be missed.

Want to streamline your legal operations with HubSpot + P4W? 

Discover how HubSpot + P4W can streamline your legal practice and boost efficiency

 

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