Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsPractice management meets CRM. Clients and matters, in one view.
Client and matter data flows between Elite 3E and HubSpot, so your business development team sees the work your firm already does for each client.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Your practice system knows the matters. Your CRM doesn’t.
Elite 3E holds your clients, matters and billing. Your business development and marketing teams work in HubSpot. Without a connection, they cannot see which prospects are already clients, or which practice groups act for them.
Cross-sell opportunities stay hidden. Client lists for events and updates are built from exports. Reporting on new matters by source is a manual exercise.
If your CRM and your practice system disagree on who your clients are, neither one is reliable.
Client and matter data where it’s needed.
Elite 3E stays the source of truth for matters and billing. HubSpot owns business development, marketing and relationship activity.
Clients
Elite 3E clients sync with HubSpot companies in both directions. New clients opened in 3E appear in HubSpot, and relationship details kept in HubSpot stay current in 3E.
Matters
Matters sync from Elite 3E to a matter record in HubSpot, linked to the client company. Your team can see active work by client and practice group.
Cross-sell Visibility
With matters in HubSpot, your team can find clients served by one practice group and not another, and build lists for targeted follow-up.
Reporting
Matter data in HubSpot lets you report from first enquiry to opened matter, by source, campaign and practice group.
Law firms running Elite 3E.
If your firm uses Elite 3E for practice and financial management and HubSpot for business development, this integration connects them. It suits mid-size and large commercial firms with several practice groups.
Billing and time records stay in Elite 3E. Only the client and matter data your business development team needs is synced.