Marc Whitehead & Associates
Personal Injury Law Firm
Industry
Personal Injury Law
Location
United States
Firm Size
Mid-size Practice
Implementation Timeline
3 Months
The Challenge
Marc Whitehead & Associates was experiencing significant challenges with their referral management process. The firm was using Litify for case management but relied heavily on manual spreadsheets for tracking referral sources and attorney communications.
Key Pain Points:
- Fragmented Data: Referral information scattered between Litify and Excel spreadsheets
- Lost Opportunities: Missed follow-ups with referring attorneys due to manual processes
- No Attribution: Inability to accurately track which referral sources were most valuable
- Time-Consuming Reporting: Hours spent each week manually compiling referral reports
- Poor Communication: Delayed or inconsistent updates to referring attorneys about case status
The Solution: LIMO Integration
Lloyd Solves implemented our LIMO (Legal Integration & Marketing Optimization) solution, layering HubSpot on top of the existing Litify system to create a unified referral management and communication platform.
Implementation Components:
HubSpot-Litify Integration
Seamless data flow between case management and CRM systems, ensuring all referral information is automatically synchronized.
Automated Referral Tracking
Every referral source is automatically captured and attributed, with complete visibility into referral partner performance.
Attorney Notification Workflows
Automated email sequences keep referring attorneys updated on case milestones and outcomes.
Unified Reporting Dashboard
Real-time visibility into referral performance, conversion rates, and revenue attribution.
The Results
The implementation delivered immediate and measurable improvements across all aspects of the firm's referral management process.
Significant growth in cases received through referral partnerships within 6 months of implementation.
Every referral is now automatically tracked and attributed to the correct source.
Elimination of manual spreadsheet management and report compilation.
Referring attorneys receive automated updates within 24 hours of case milestones.
Client Testimonial
"The LIMO integration has completely transformed how we manage our referral relationships. We're not just tracking referrals better—we're actually receiving significantly more cases because our referring attorneys know they can count on us for timely communication and updates."
Marc Whitehead, Managing Partner
Marc Whitehead & Associates
Why This Worked
Preserved Existing Workflows
Rather than replacing Litify, we integrated HubSpot to enhance existing processes without disrupting day-to-day operations.
Automated Communication
Consistent, timely updates to referring attorneys strengthened relationships and encouraged more referrals.
Data-Driven Insights
Clear visibility into referral performance enabled strategic focus on the most valuable partnerships.
Ready to Transform Your Law Firm's Referral Management?
See how LIMO can help your firm achieve similar results with automated referral tracking and enhanced attorney communication.