Migration & Implementation
Legal Services Firm - HubSpot CRM Transformation
Closing the gap on £360k of missed annual revenue
HubSpot CRM transformed enquiry handling, unlocking £360k in revenue potential
Solicitors
The impact
£360
Annual revenue opportunity recovered
Through centralised logging and faster response times.
6
Hours SLA response threshold enforced
Ensuring no high-value enquiry is left unattended.
100%
Enquiries captured in HubSpot
Replacing email trails, spreadsheets, and reception notes.
8
Weeks time to delivery
From initial setup to live dashboards and SLA compliance.
Project overview
Legal services firm
With over 90 years of legal expertise, the firm had built a trusted reputation across the UK. But inefficiencies in enquiry management—particularly in Personal Injury and Clinical Negligence—were costing them dearly.
Manual processes and inconsistent logging left many enquiries untracked, creating an estimated £360k of missed annual revenue opportunities.
The challenge
The firm lacked visibility on enquiry volumes, conversion rates, and SLA breaches. Fee earners carried unnecessary admin burden, opportunities slipped through the cracks, and the marketing team couldn’t prove campaign ROI.
A centralised, accountable, and data-driven system was urgently needed to close the £360k gap.
Services provided
HubSpot CRM Implementation
HubSpot CRM Implementation
HubSpot CRM Implementation
An agile, 8-week rollout established HubSpot as the single source of truth for enquiry capture, routing, and conversion tracking—designed to stop revenue leakage and enforce accountability.
The goal
Address the £360k in lost opportunities by ensuring every enquiry is captured, worked within SLA, and tracked through to outcome.
The outcome
All enquiries are now logged centrally, triaged automatically, and tracked with time-stamped workflows. SLA breaches are flagged within 6 hours, while dashboards provide real-time visibility into conversion rates, marketing ROI, and missed opportunity reasons. The £360k gap is no longer hidden—it’s measurable and actionable.
Key highlights
"This project has turned an estimated £360k annual revenue loss into a visible, trackable growth opportunity. We can now measure, manage, and capture enquiries that would previously have slipped away."
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