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HubSpot, set up to support how your business actually works.

We implement, migrate and extend HubSpot for legal, financial and professional services firms, so the platform fits and seamlessly supports the way you already work.

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Choosing HubSpot is the easy part. Making it work for your team is where most firms get stuck.

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The setup doesn’t fit how you work.

Most HubSpot portals are configured to a generic template, not to how regulated firms actually operate. The team ends up working around the system, data gets patchy, and you’re left with a CRM no one quite trusts.

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Moving off your old system feels risky.

Years of client records, matters and history sit in a legacy CRM. The fear of losing data, or breaking compliance in the move, keeps firms tied to tools they outgrew long ago. A migration handled badly costs far more than staying put.

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Your tools don’t talk to each other.

HubSpot sits siloed alongside practice management, finance and marketing systems that were never connected. Information is duplicated across systems by hand, reporting takes days, and no one has a single, reliable view of the client.

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“The agile approach Karman Digital introduced provided immense value.”
Stuart Carswell, Director @ Pareto
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“Karman Digital has realised our digital transformation goals and amplified the success of our business”
Simon Hurst, Managing Director @ Learndirect
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“Thanks to their team, our systems are much more aligned and efficient.”
Kal Bhadresa, Finance Director @ Identity Group
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Each division of Skyscanner now uses the same datasets to improve day-to-day operations and enhance the customer experience.

How we can help you

HubSpot
Implementation

You’ve chosen HubSpot. Now it has to work for your firm, within your real process and compliance constraints.

We implement HubSpot around how your firm operates, not a generic onboarding script. From data models and permissions, to workflows that work with your team, we build a platform people adopt because it makes their life easier.

Explore implementation

CRM Migration

Moving years of client data off a legacy system, without losing history or breaking compliance.

We’re accredited in CRM migration and we plan so all your critical data is migrated cleanly. Records, matters, history and permissions move across cleanly, with an audit trail your compliance team can stand behind.

Explore migration

Integrations &
API Development

HubSpot proves its value when it’s connected to the systems your firm already runs on.

We connect HubSpot to practice management, finance and the other tools your team relies on, building custom integrations and API work where off-the-shelf connectors fall short. Connecting systems to create one easy-to-access source of truth.

Explore integrations & API

Optimisation &
Platform Audit

Your HubSpot works, but there’s more value it can add.

If adoption has stalled or the portal has drifted over time, we audit what you’ve got, fix what’s holding it back and rebuild the parts that matter. You get more from the licence you’re already paying for.

Book a HubSpot review

The Karman Way

Every Karman engagement follows the same disciplined, agile structure - first we explore, then we deliver. No skipping steps. No surprises.

Explore

Discover
Define
Outcome

Sprint Delivery

Design
Build
Review
01

Explore

Research, synthesis, and alignment.

Research, synthesis, and alignment across the problem space before we commit to a delivery plan.

What happens here

Discover

We start by understanding the problem, the users, and the constraints before we define a direction.

Define

We synthesise what we have learned into a clear problem statement and an aligned plan.

Outcome

We agree what success looks like so every later sprint can be measured against it.

02

Sprint Delivery

Iterative design and build cycles with weekly shared reviews.

Weekly design and build sprints, each closing with a shared review session.

What happens here

Design

We design the next slice of the product in the open, ready for a shared review at the end of the sprint.

Build

We build what we designed in the same sprint so you can see working progress, not just slides.

Review

Every sprint ends with a shared review session. You see the work, give feedback, and we iterate fast. No surprises, ever.

FAQs

These are the questions firms ask us most often before we begin working together.

Got a more specific question? Start a conversation with our team and we’ll talk it through.

What does a HubSpot implementation involve?

At Karman, we start with understanding how your firm works, then configure HubSpot to complement that, creating data models, permissions, automations and workflows your team will want to use day to day. The aim isn’t just to go live, it’s to go live with a system your team will want to use because it makes their life easier.

Can you migrate our data from our current CRM to HubSpot?

Yes. We’re accredited in CRM migration and move records, history and permissions across cleanly, whether you’re coming from Salesforce, Dynamics, Pipedrive or a legacy system. Every migration includes a plan to protect data integrity and keep an audit trail.

Will HubSpot work with the systems we already use?

Yes. HubSpot has plenty of standard connectors to ensure integrations with your practice management, finance and marketing tools. Where a connector doesn’t already exist we develop custom APIs based on your existing systems, so your data stays consistent across the business.

Is HubSpot suitable for regulated firms?

Yes, but you have to know how to configure it properly. That’s where we come in. We set up HubSpot with the permissions, data handling and audit requirements that legal and financial services firms work under, so compliance teams are confident from day one.

We already have HubSpot, but it isn’t working. Can you help?

Yes, this is arguably the work we’re best known for. We audit your existing portal, find what’s holding adoption or reporting back, and rebuild the parts that matter so you get more from the platform you already own.

How long does a HubSpot project take?

It depends on scope. Focused implementation or a full migration and integration programmes are very different projects. Once we know more about your needs we can shape a timeline that works for you.

We work in a lean, outcome-led way and our focus is on creating value quickly and then iterating from there. We want your team to see progress quickly, giving them something they can use and that we can continue to build on as our relationship progresses.

What makes Karman different from other HubSpot partners?

We’re a HubSpot Diamond Solutions Partner, in the top 3% globally specialising in regulated and professional services firms. We understand these sectors inside out, lead with your business, not the platform to build a HubSpot solution that fits how your firm actually operates. We never give a one-size-fits-all solution because every firm is different.

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