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
Challenge
Losing referral opportunities due to fragmented data between Litify and manual spreadsheets. No clear attribution for referral sources and missed follow-up opportunities.
Solution
Layered HubSpot on top of 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
- Improved referral partner relationships through better communication
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Tagboard
SaaS Technology Company
Challenge
Complex revenue reporting across multiple product lines and sales channels. Manual processes creating delays and inaccuracies in revenue recognition.
Solution
Implemented 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
Laborde Earles
Maritime Law Firm
Challenge
Inconsistent lead routing and no standardized intake process. Lost opportunities due to manual handoffs and lack of follow-up accountability.
Solution
Implemented standardized routing protocols with automated assignment based on practice areas 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
Grassi Advisors
Top Accounting Firm
Challenge
Fragmented data across systems, inconsistent lifecycle management, compliance risks with email lists, pipeline ambiguity, and underutilized Introhive integration creating daily friction.
Solution
Complete ABACUS™ implementation including clean object model, governed lifecycle, sales pipeline optimization, Introhive integration, networking event tracking, and comprehensive 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 improved contact mapping
- Compliant email operations with subscription management and proper consent
- Cultural shift to definitions living in HubSpot workflows, not slides
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.
Accounting Firms
Tax preparation, bookkeeping, and advisory services. Specialized workflows for seasonal demands and compliance requirements.
Professional Services
Consulting, agencies, and B2B service providers. Custom RevOps implementations for complex service delivery models.
SaaS & Technology
Software companies and technology service providers. Advanced reporting and revenue operations optimization.
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