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Client records and matter data flow between Practice Evolve and HubSpot — so your BD team and your fee earners work from the same source of truth.
A custom-built integration designed around your business logic, not a plug-and-play connector.
Practice Evolve holds your client records, matters, and case data. HubSpot holds your pipeline, referral sources, and marketing activity. Without a bridge between them, your business development team can’t see which prospects are already active clients, and your fee earners can’t see the pipeline context behind a new engagement.
Law firms and professional services businesses lose work when their intake process is disconnected from their practice management. Leads fall through cracks. Cross-sell opportunities are invisible. And nobody can report on the full journey from enquiry to engaged matter.
If your CRM and practice management system disagree on who your clients are, neither one is reliable.
Client contact data stays consistent across Practice Evolve and HubSpot. New contacts created in either system flow to the other, with custom property mappings that reflect your firm’s structure.
Matter and case information syncs into HubSpot so your BD team can see active engagements, identify cross-sell opportunities, and track the full lifecycle from enquiry to matter completion.
If your firm uses Practice Evolve for matter management and HubSpot for business development, this integration connects the two. Your BD team gets visibility into active matters. Your fee earners get context on how a client arrived. And your leadership team gets reporting across the full client lifecycle.
Built for firms that are serious about growth and tired of operating two disconnected systems that should be one.