Legal · CRM
CRM and marketing ops for law firms.
We bring order to law firm enquiry handling and client communication. Fast routing, compliant nurture, and a CRM that ensures no enquiry slips through, all within professional conduct rules.
The pattern
Where this usually goes wrong.
Enquiries arrive by phone, form and email and get handled inconsistently. Some are missed, follow-up is patchy, and there is no system keeping past clients warm for repeat work.
Outcomes
What changes when we work together.
- Enquiries routed and answered fast
- No enquiry missed across channels
- Compliant nurture that keeps clients warm
- A CRM clean enough to report from
How we work
The approach, in plain terms.
Step 01
Enquiry process mapping
We map how enquiries arrive and get handled, then close the gaps where they currently get lost.
Step 02
CRM and routing
Centralised enquiry capture with routing to the right fee earner and the fields needed to report.
Step 03
Compliant nurture
Email sequences for past and prospective clients, built within professional conduct rules.
Step 04
Adoption and handover
Training and documentation so fee earners actually use the system day to day.
What we’ll bring
Services usually in scope.
FAQs
Common questions we get.
Yes. Phone is often the main channel in legal, so we make sure call enquiries are logged and routed like any other.
Yes. We build sequences within professional conduct and data rules, with compliance involved where needed.
Usually HubSpot, or we integrate with your case management system where that is the better fit.