Migration & Implementation
Integrations & API
Training
RevOps
Legal Services Firm
Implementing a CRM to support marketing, business development and reporting for a legal services firm undergoing a wider systems transformation.
Visibility of sectors, referrals and growth accounts, creating a stronger foundation for reporting and automation.
Legal
Project overview
Legal services firm
A legal services firm needed a CRM that could support marketing, business development and reporting while fitting into a wider operational and technology roadmap. The business was reviewing core systems at the same time, so the HubSpot rollout needed to deliver immediate value without limiting future integration or change.
The challenge
Commercial data was spread across multiple systems, making it difficult to track referrals, understand relationship value, report on growth opportunities and build a clear view of performance. The business needed a more structured CRM foundation that could support current teams, align with future practice management decisions and avoid the common adoption issues that often weaken CRM projects.
Services provided
Migration & Implementation
Integrations & API Development
Training Services
RevOps Services
Migration & Implementation
Migration & Implementation
We implemented HubSpot Marketing Hub Enterprise and Sales Hub Pro using an agile onboarding approach that allowed the client to begin using the platform early while the wider roadmap continued to take shape.
The goal
To deliver value quickly without creating a rigid setup that would need to be reworked as wider operational systems evolved.
The outcome
The client went live with core HubSpot functionality including leads, workflows and forms, creating a scalable platform foundation that supports immediate operational needs while leaving room for future growth and refinement.
Integrations & API Development
Integrations & API Development
We supported the move toward a more connected CRM environment by shaping the integration approach around the client’s existing operational systems and the evolving decision to integrate with their wider practice management landscape.
The goal
To reduce fragmentation across systems and create a clearer route to unified commercial and reporting data.
The outcome
HubSpot was positioned as a more central layer for marketing, business development and reporting, giving the client a stronger path toward connected data, better visibility and more meaningful cross-team insight.
Training Services
Training Services
We delivered ongoing onboarding, weekly catch-ups and practical working sessions to help internal users build confidence in HubSpot and apply best practice in day-to-day use.
The goal
To increase adoption across teams while avoiding the setup mistakes and process inconsistencies that can undermine CRM success.
The outcome
Internal users became comfortable with core HubSpot functionality and were able to use leads, workflows and forms more effectively, with the client highlighting the value of structured support throughout the rollout.
RevOps Services
RevOps Services
We translated business development requirements into a more usable HubSpot structure, including sectors, relationship types, referral activity, client tiers and the reporting requirements needed to support commercial decision-making.
The goal
To turn fragmented commercial data into meaningful insight that could support relationship management, growth planning and better reporting.
The outcome
The business gained a stronger framework for tracking referrers, clients, growth accounts and opportunities, laying the groundwork for more reliable reporting and clearer visibility of cross-sell and relationship opportunities.
HubSpot built around commercial visibility
This project was not approached as a standard marketing setup. The CRM was shaped around how the business develops relationships and drives growth, with data structures designed to support sectors, referral relationships, growth accounts and client tiering. That made HubSpot more useful across the organisation and created a much stronger foundation for future reporting and automation.
An agile rollout designed to evolve
Because the wider systems landscape was still changing, the rollout needed flexibility from the start. The agile delivery model allowed the client to begin using HubSpot early, continue refining internal requirements and expand the scope as integration priorities became clearer. The result was a platform that is already delivering operational value while remaining aligned to longer-term strategic change.
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