Migration & Implementation
Integrations & API
Consultancy
Training
Legal Services Firm
A compliant CRM foundation built to support legal sector marketing, business development, and secure system integration.
Delivering clearer visibility while supporting regulatory compliance through unified marketing, client and operational data.
Legal
Project overview
Legal services firm
A legal services firm needed a platform capable of supporting its marketing and business development activity while integrating securely with its existing practice management system.
The project required careful coordination across multiple internal stakeholders and had to operate within the strict regulatory environment governing legal services. Rather than simply deploying a CRM, the engagement focused on creating a compliant and scalable CRM foundation that could support both immediate operational needs and longer-term digital transformation.
The challenge
The firm was operating with fragmented systems and limited visibility across marketing, client relationships and internal operational processes. This made it difficult to manage the customer journey effectively and created challenges when tracking leads, referrals and potential opportunities across teams.
Introducing a new CRM also required careful planning around regulatory compliance. Any system used by the firm needed to support requirements relating to confidentiality, conflict checks, client onboarding procedures and anti-money laundering controls.
Services provided
Migration & Implementation
Integrations & API Development
Consultancy
Training & Support
Migration & Implementation
Migration & Implementation
We delivered the implementation of HubSpot, establishing the platform as the firm’s central CRM environment for marketing and client relationship management. The rollout included workshops, project kickoff sessions and the creation of a structured delivery roadmap to ensure the platform was implemented in a way that aligned with the firm’s regulatory environment and operational needs.
Core CRM foundations were established early in the project, allowing internal stakeholders to begin working within HubSpot while the wider implementation progressed. This included defining user roles, supporting early workflow design and creating the initial structure for managing leads and client relationships within the platform.
The goal
Introduce HubSpot as a central CRM platform while creating a clear and compliant structure for managing marketing activity, client engagement and internal processes.
The outcome
The firm established a functioning CRM environment supported by a structured implementation plan, enabling internal teams to begin working within HubSpot while the wider project roadmap continued to develop.
Integrations & API Development
Integrations & API Development
A key part of the engagement involved planning and designing an integration between HubSpot and the firm’s existing practice management system. Because the practice management platform operates on-premise, the integration required a secure middleware approach rather than a direct connection.
Our team worked with the firm’s technical stakeholders and integration partners to define an architecture capable of synchronising relevant information between systems while maintaining the security and reliability required in a regulated legal environment.
The goal
Connect HubSpot with the firm’s operational systems to improve visibility across client relationships, marketing activity and internal processes.
The outcome
The project established a secure integration pathway that allowed HubSpot to operate alongside the firm’s existing systems, creating stronger foundations for connected data and future automation.
Consultancy
Consultancy
Alongside the implementation, we worked with internal stakeholders to design a CRM structure that could support the firm’s operational model. This included defining how client and relationship data should be managed within HubSpot, ensuring records, workflows and reporting structures aligned with the firm’s internal processes.
Particular focus was given to ensuring the platform could support compliance requirements and maintain consistent data management across teams. By defining clear governance around how records and data should be handled, the firm was able to avoid many of the common challenges associated with early CRM adoption.
The goal
Create a structured CRM data model that supports the firm’s operational processes while maintaining regulatory compliance and internal data consistency.
The outcome
The organisation gained a clearer framework for managing client relationships and CRM data, giving teams greater confidence in how HubSpot should be used across the business.
Training & Support
Training & Support
Beyond the technical implementation, we supported the client through ongoing guidance, workshops and practical training to help internal teams adopt HubSpot effectively. Regular catch-ups ensured that key stakeholders remained aligned while users were supported in understanding the platform’s capabilities and best practices.
This training helped internal users develop confidence in working within HubSpot and ensured the CRM could be adopted safely across the organisation without introducing data inconsistencies or process risks.
The goal
Increase user adoption and ensure HubSpot could be used confidently and consistently across multiple teams.
The outcome
The firm developed stronger internal confidence in using HubSpot and established a clearer governance model for managing CRM activity across the business.
Creating a compliant CRM foundation
This engagement focused on more than simply implementing a CRM system. The project required careful consideration of regulatory requirements, internal governance and the practical realities of how a busy legal services organisation operates.
By combining structured implementation planning with technical integration design and ongoing consultancy support, we helped the client move from fragmented systems towards a clearer and more coordinated CRM strategy.
The result was a stronger foundation for managing marketing activity, client relationships and operational data within a secure and compliant environment.
A structured approach to CRM transformation
One of the strengths of the project was the structured and collaborative approach taken during implementation. Workshops, kickoff sessions and regular communication ensured that stakeholders across the organisation remained aligned, even with limited internal availability.
Rather than forcing a rigid rollout, the implementation was designed to progress in a way that balanced speed, compliance and operational practicality. This allowed the client to move forward with CRM adoption while maintaining confidence in how the platform would integrate with its wider systems and regulatory obligations.
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