Book a Discovery Call
Your practice management system holds the work. Your CRM holds the relationships. When they don’t talk, your partners fly blind.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Aderant is the system of record for matters, time entries, and billing across your firm. But that data rarely makes it back to the people responsible for winning new work. Partners chase referrals with no visibility into open matters. BD teams pitch prospects who already have active engagements. Finance reconciles invoices manually because deal data lives in a different system entirely.
The result is a firm that knows everything about the work it has done, but very little about the relationships that drive the next piece of work. Marketing sends campaigns to contacts who billed last month. Partners duplicate outreach. Revenue attribution is guesswork.
When your practice management system and your CRM operate in isolation, your firm’s most valuable asset — its relationships — becomes invisible.
Aderant clients and matters map to HubSpot companies and custom objects. When a new matter opens, your CRM knows. When a contact changes firm, both systems update. Partners see the full relationship picture without leaving HubSpot.
Time entries, invoices, and payment status flow from Aderant into HubSpot deal records. Finance sees which deals have converted to billed work. BD teams know which clients are active, which are dormant, and which are overdue.
This integration is built for firms where Aderant is the operational backbone — mid-tier and large law firms, professional services practices, and any organisation where matter data and client relationships must be visible to business development, marketing, and leadership.
If your partners are making decisions about client relationships without seeing the financial picture, or your BD team is running campaigns with no awareness of active engagements, this is the integration that closes the gap.