Connect Litify or Clio with HubSpot to streamline intake, referral management, marketing automation, and reporting—without disrupting your practice.
60-second overview of real results from law firm integrations
The bridge between your legal CRM and modern marketing automation
LIMO is our standardized service for integrating legal CRMs—like Litify (Salesforce) or Clio—with HubSpot.
Whether you keep your legal CRM as the system of record or run HubSpot as your all-in-one, we align data models, build automations, and make adoption painless.
Common challenges that LIMO solves for legal practices
Contacts, matters, and marketing live in different systems, making segmentation and personalization difficult.
Intake and nurture tasks slip through the cracks without coordinated automation.
Inconsistent partner attribution leads to missed relationship-building and unclear payouts.
Marketing and operations metrics aren't connected to case outcomes, so ROI is murky.
Powerful capabilities that transform your legal practice operations
We configure the integration, core mappings, and baseline workflows so you see value quickly—no long outages or drawn-out cutovers.
Multi-step nurture, intake reminders, and post-consultation follow-ups that adapt to each lead's stage, practice area, and source.
Automatically capture, attribute, and communicate with referral partners. Keep partners updated while maintaining compliance and data hygiene.
Where out-of-the-box stops, we extend HubSpot with custom logic for data syncing, dedupe, enrichment, and journey tracking.
Connect marketing performance to consultations, signed retainers, and resolved matters. Make investment decisions with confidence.
Assign unique tracking numbers to each campaign (e.g., billboards) and automatically log calls in HubSpot. Measure call-through and conversion, tie outcomes to matters, and double down on what works.
Supered embeds our playbooks directly in HubSpot, so training, SOPs, and task guidance appear where your team works. Faster onboarding, fewer tickets, better adoption.
Fewer manual tasks; more consistent follow-up.
See which channels and partners create signed clients.
Add practice areas, markets, or locations without re-wiring.
Automated, personalized touchpoints for clients and referral partners.
Simple, transparent pricing for comprehensive legal marketing operations
Note: Complex data flows, advanced reporting, or additional systems may incur add-ons. We'll scope these with you up front.
Common questions about implementation, security, and ongoing support
LIMO integrates with Litify and Clio out of the box, and we frequently connect adjacent systems (phones, chat/SMS, intake forms) through HubSpot.
Most firms launch core integrations and workflows in weeks, with phased enhancements added after go-live.
No. We build and validate in a safe staging flow, then cut over with minimal disruption.
We use principle-of-least-privilege access, audit trails, and secure data flows. We align with firm policies and legal-industry best practices for confidentiality.
Yes—using Aircall campaign numbers, every call is auto-logged in HubSpot and tied to outcomes for true ROI.
We capture the referral source at first touch, automate partner communications, and report on matters, fees, and payouts by partner.
Yes. We implement flexible objects, routing, and reporting to segment by office, market, and practice area.
Yes. We integrate approved SMS providers with HubSpot for compliant two-way messaging and sequencing.
Our dedupe and sync logic reduces duplicates and merges safely when needed—especially important for Litify/Salesforce orgs.
Absolutely. Journeys adapt to practice area, intake stage, and engagement signals.
Hands-on training, embedded Supered guides, and role-based SOPs ensure fast adoption.
We offer ongoing support and optimization packages to expand use cases, add reports, and tune performance.
LIMO still helps—HubSpot becomes your central engine for intake, marketing, and service, with the option to add legal-system integrations later.
We scope advanced workflows, custom objects, and additional systems as add-ons. You'll get a clear SOW before any extra work begins.
Join successful firms that have streamlined their intake, marketing, and referrals with LIMO
Free consultation • No commitment required • Results guaranteed