Book a Discovery Call
Your intake team takes enquiries by phone, email, web form and referral, and passes each one to the right lawyer.
We log every enquiry, qualify it against practice area criteria and route it to the right team, with conflict checks flagged early. Your matter management platform keeps the case files and time records.
Most law firms run on referrals and reputation. New enquiries arrive by phone, email, web form, and word of mouth, and land with whoever picks up. There’s no structured intake. No qualification criteria. No visibility into how many enquiries converted to paying matters and how many quietly disappeared.
The matter management platform handles case files and time recording. It wasn’t built to manage the commercial pipeline. So partners can’t see which practice areas are growing, which referral sources are producing, or what it actually costs to acquire a new client. Growth happens by accident, not design.
If your best business development tool is a partner’s memory, you’re one retirement away from a revenue gap.
We build the GTM system that gives your firm a structured, measurable path from enquiry to engaged client. HubSpot handles intake qualification, pipeline management, and client communications, while your matter management platform handles case files and compliance. Each system does what it was designed to do.
Automated intake workflows that capture enquiry details, qualify against practice area criteria, and route to the right team. Conflict checks flagged early. Every enquiry logged, timestamped, and tracked through to outcome.
A deal pipeline built for legal, from initial enquiry through conflict check, engagement letter, and active matter. Bi-directional sync with your matter management platform so client data stays consistent across both systems.
Closed-loop reporting that traces every new client back to the referral source, campaign, or channel that produced them. Know your true client acquisition cost by practice area. Measure what’s actually growing the firm.
Every enquiry tracked from first contact to engaged matter.
Partners with pipeline visibility, not just billable hours.
Referral sources measured by revenue, not anecdote.
Growth driven by data, not by who remembered to follow up.
The intake and pipeline system feeds into the Pipeline-to-Revenue Engine, ensuring every qualified enquiry moves through a structured process to engagement. No more matters stalling because nobody sent the engagement letter or followed up on the conflict check.
Long-term, the Content Engine powers the firm’s thought leadership and referral nurture programmes. Automated updates to referral partners, practice area newsletters, and client alerts, all connected to your CRM so you can see what content actually drives new enquiries.