Networking Event Intelligence for Law Firms
Turn bar meetings, CLEs, and conferences into measurable pipeline
Partners build relationships. Marketing funds the calendar. Intake chases follow up. With our HubSpot-native Networking Event solution, every card, conversation, and meeting routes to the right matter pipeline so you can prove ROI and prioritize the events that actually generate signed cases.
Schedule a 30 Minute Strategy CallWho this is for
Managing Partners, CMOs, and Practice Leaders at mid-market firms that rely on events, referral partners, and conferences for new matters. You have a serious calendar and need crystal clear attribution to pipeline and revenue.
The problem we keep hearing
Cards stack up, notes go missing
Duplicate contacts and scattered spreadsheets create blind spots. Follow up slips and intake cannot see what is hot today.
No attribution visibility
Deals close, yet no one can say which conference, luncheon, or CLE actually sourced the matter.
Wasted budget, missed matters
Partners keep showing up, marketing keeps paying, and leadership cannot prove event impact.
These are the exact failure points our video walks through and fixes inside HubSpot associations and dashboards.
See the solution in action
Watch how networking event intelligence transforms pipeline visibility
What you get
Event Object with Full Associations
Custom Networking Event object in HubSpot anchors every relationship. Contacts, companies, deals, meetings, and tasks roll up to the event record with mobile-first capture during the event.
Automated Routing and Tasks
One-tap routing sends leads to intake and BD with pre-built next actions. No manual data entry, no missed follow-ups, and faster response times from first contact to signed retainer.
Executive Attribution Dashboards
Real-time ROI visibility. Pipeline by event, signed matters by stage, costs tracked, and ranked event list by sourced revenue. Prove what works and drop what doesn't.
How it works
Define the Events
Name, date range, cost, practice group, and target referral sources.
Associate activity in real time
From desktop or HubSpot mobile: create or update contact or deal, then tap Associations and select the event.
Route and follow up
Rules create tasks for intake and BD. Nothing falls through the cracks.
Report what matters
Dashboards credit meetings, pipeline, and revenue back to specific events so you can drop what underperforms and double down on winners.
Outcomes you can expect
- ✓ Event-sourced pipeline shows up in real time, not in a month-end scramble
- ✓ Faster follow up from intake and BD, fewer no-shows, more signed retainer agreements
- ✓ A ranked event list by ROI, with costs included and defensible to finance
- ✓ Fewer duplicate contacts, cleaner attribution, and calmer weekly reviews
- ✓ Partners keep building relationships and your firm finally measures and scales the impact
Our legal clients regularly see rapid, measurable gains when process and attribution are systematized inside HubSpot.
Case snapshot
Personal injury practice using referral-heavy events
Before: voicemail and sticky notes, 72-hour response times, minimal visibility.
After: automated capture and routing, four-hour follow up standard, zero lost referrals, and a material lift in signed cases.
This is the same operating pattern we implement when we sync HubSpot with law-firm systems like Litify, Clio, and Filevine.
Integrations and tech
HubSpot CRM at the core with Event object and associations to contacts, companies, deals, meetings, and tasks. Works cleanly alongside your case management system for seamless handoff after signature. Aircall and email capture for complete activity history.
All packaged using our standardized, outcome-based delivery with in-app guides, so your team can self-serve and scale.
Packaging and delivery
Outcome-based, flat-fee engagement. We configure, document, and train your team, and we track progress in transparent Asana projects. You see what we are working on, how long it will take, and how each task ties to your goals.
Get Started Today
Fill out the form below and we'll reach out to schedule your discovery call.
Frequently Asked Questions
Spreadsheets do not create relationships between events, contacts, and deals, and they do not generate defensible ROI dashboards. Our solution uses HubSpot objects and associations, which unlocks attribution and automation aligned to intake.
No. This lives before case creation. When a prospect signs, your normal Clio, Filevine, or Litify workflow takes over. We pass clean, complete data to the system of record.
No. Partners can hand off cards, or they can scan in HubSpot mobile while they chat. The system handles routing and follow up.
Yes. We support sourced and influenced tagging, so you can account for dinners and CLEs that helped accelerate a later signature.
We use HubSpot permissions, naming conventions, and role-based access. Documentation is included in app for change management.
See it in action
Book a discovery call. We will walk through a real dashboard, then map the two or three events on your calendar that should be measured first.
Schedule Your Discovery Call