Client acquisition systems for law firms and legal businesses. CRM selection and implementation, sales pipeline design, marketing automation, and the business-development operating model that turns relationships into mandates.
Client acquisition systems for law firms and legal businesses. CRM selection and implementation, sales pipeline design, marketing automation, and the business-development operating model that turns relationships into mandates.
We build client communication and nurture programmes that stay in front of clients between matters, effective and inside the rules: a consented list, honest claims, the required disclaimers, and delivery automated within the advertising, solicitation, and privacy obligations.
Explore → Pipeline · relationships, managedFor firms that win work through referrals and relationships, we build the pipeline and relationship machinery that turns ad-hoc partner effort into a managed business-development process, capturing signals automatically so partners are not doing data entry.
Explore → Intake · convert, do not leakWe build the intake and CRM machinery that converts inquiries instead of leaking them: instant automated response so no lead goes cold, clean attribution so you know what your marketing buys, and a handoff to the matter with no re-keying.
Explore →Salesforce, HubSpot, Lawmatics, InterAction, and bespoke configurations. Tailored to the way legal businesses actually develop pipeline.
Stage definitions, qualification criteria, and the data model that lets a managing partner see pipeline health at a glance.
Drip campaigns, content distribution, and the operational cadence behind business development. Compliant with marketing rules across jurisdictions.
Dashboards, win-loss analytics, and the operating rhythm to make pipeline reviews productive.
Replaced a dormant InterAction install with a configured Salesforce instance. Pipeline visibility restored across 47 partners. Six-month adoption follow-up.
Built the sales-pipeline analogue for an in-house legal team selling internal services to operating units. Quarterly review cadence and dashboard included.
Yes. CRM-to-CMS or CRM-to-PMA integration is the standard end-state. Pipeline-to-matter transitions, time-and-billing handoffs, and historical relationship data are part of the architecture by default.
A common claim. Usually false. Lawyers are exceptional at running disciplined processes. The discipline of a sales pipeline is one they take to naturally once the system stops fighting them. The work is to design the system not to fight them.