Case Studies

What it looks like when the architecture is right.

Each engagement starts with the same question: what is this firm trying to become? The metrics below are the lagging indicators of getting that question right before any system was built.

Featured case studies

Transformational outcomes across legal, accounting, and professional-services firms.

Marc Whitehead & Associates

Personal Injury Law Firm

70.98% increase in referral-sourced matters

Challenge

Losing referral opportunities to fragmented data between Litify and manual spreadsheets — no clear attribution for referral sources and missed follow-up.

Solution

Layered HubSpot on top of the existing legal CRM, creating clean referral attribution and automated attorney updates through our LIMO integration.

Results
  • 70.98% increase in referral-sourced matters
  • Automated referral tracking and attorney notifications
  • Unified reporting across marketing and case management
  • Stronger referral-partner relationships through better communication

Read the full story →

Tagboard

SaaS Technology Company

24.5% jump in booked revenue

Challenge

Complex revenue reporting across multiple product lines and sales channels, with manual processes creating delays and inaccuracies in revenue recognition.

Solution

Comprehensive HubSpot automation with custom reporting dashboards and integrated revenue-operations workflows.

Results
  • 24.5% jump in booked revenue
  • Automated reporting across all revenue streams
  • Real-time visibility into sales performance
  • Streamlined operations reducing manual overhead

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Laborde Earles

Maritime Law Firm

58.33% growth in two months

Challenge

Inconsistent lead routing and no standardized intake process — lost opportunities from manual handoffs and no follow-up accountability.

Solution

Standardized routing protocols with automated assignment by practice area and attorney availability, plus comprehensive reporting.

Results
  • 58.33% growth in two months
  • Standardized routing ensuring proper case assignment
  • Automated follow-up sequences for all leads
  • Clear accountability with detailed reporting

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Grassi Advisors

Top Accounting Firm

22 quick wins + complete ABACUS™ implementation

Challenge

Fragmented data across systems, inconsistent lifecycle management, compliance risk in email lists, pipeline ambiguity, and an underused Introhive integration creating daily friction.

Solution

Complete ABACUS™ implementation: a clean object model, governed lifecycle, sales-pipeline optimization, Introhive integration, networking-event tracking, and a governance framework.

Results
  • 22 quick wins delivered to remove daily friction immediately
  • Clean object model with governed lifecycle and proper routing
  • Sales-pipeline optimization with stage checklists and forecasting confidence
  • Introhive integration delivering real value with better contact mapping
  • Compliant email operations with subscription management and proper consent
  • Cultural shift to definitions living in HubSpot workflows, not slides

Explore ABACUS™ →

Industries we serve

Specialized expertise in professional services, with deep knowledge of industry-specific challenges.

Legal Firms

Personal injury, maritime, corporate, and family-law practices. Expertise in Litify, Clio, and case-management integrations.

Average 65% improvement in referral tracking

Accounting Firms

Tax, bookkeeping, and advisory services. Specialized workflows for seasonal demand and compliance.

Streamlined client communication across service lines

Professional Services

Consulting, agencies, and B2B service providers. Custom RevOps for complex service-delivery models.

Typical 40% reduction in manual processes

SaaS & Technology

Software companies and technology providers. Advanced reporting and revenue-operations optimization.

Enhanced revenue visibility and forecasting

Before you build anything else

Design the future of your firm before anyone starts clicking.

A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.

Book a Future Design Call Or get the Future-State Decision Worksheet →

Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.