CRM rebuild for a regional disputes firm
Replaced a dormant InterAction install with a configured Salesforce instance. Pipeline visibility restored across 47 partners. Six-month adoption follow-up.
Business Development · CRM
CRM & Sales Pipelines
Client acquisition systems for law firms and legal businesses. CRM selection and implementation, sales pipeline design, marketing automation, and the business-development operating model that turns relationships into mandates.
Client acquisition systems for law firms and legal businesses. CRM selection and implementation, sales pipeline design, marketing automation, and the business-development operating model that turns relationships into mandates.
What we deliver.
CRM selection and implementation
Salesforce, HubSpot, Lawmatics, InterAction, and bespoke configurations. Tailored to the way legal businesses actually develop pipeline.
Sales pipeline design
Stage definitions, qualification criteria, and the data model that lets a managing partner see pipeline health at a glance.
Marketing automation
Drip campaigns, content distribution, and the operational cadence behind business development. Compliant with marketing rules across jurisdictions.
Pipeline reporting and operations
Dashboards, win-loss analytics, and the operating rhythm to make pipeline reviews productive.
Representative work.
BD operating model for an in-house team
Built the sales-pipeline analogue for an in-house legal team selling internal services to operating units. Quarterly review cadence and dashboard included.
What clients ask.
Can you integrate a CRM with our CMS or PMA?
Yes. CRM-to-CMS or CRM-to-PMA integration is the standard end-state. Pipeline-to-matter transitions, time-and-billing handoffs, and historical relationship data are part of the architecture by default.
Aren't lawyers bad at sales?
A common claim. Usually false. Lawyers are exceptional at running disciplined processes. The discipline of a sales pipeline is one they take to naturally once the system stops fighting them. The work is to design the system not to fight them.
Engage
Start a Conversation