HubSpot Diamond Partner

A Platform That Works in Your Favour.

Case management holds the definitive record of the client. Marketing and BD work from something rebuilt separately, often from memory and email threads. We start by understanding how your firm actually wins and retains clients. Then we build HubSpot around that and connect it to the systems fee earners already trust.

What this actually costs you

It rarely looks like a crisis. It looks like small, familiar frustrations.

mike finn

Case management, marketing and BD rarely reconcile against one shared record and the cost of that shows up in small, everyday ways rather than one obvious failure, onboarding that repeats itself, cross-sell that never quite happens, client context that never reaches the people who need it.

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The Five Pressures We See Most Often

Clients get asked the same question twice (and the rest)

Fee earners gather what they need for the matter. Marketing and client care gather much of the same information again, separately. It's the first thing a prospective client learns about how joined up your firm actually is, before any legal work has started.

Cross-sell gets missed, not avoided

Every fee earner can describe the opportunity, a divorce matter should prompt a conversation about a will, a commercial deal should prompt one about IP or employment. Without a shared record connecting matter stage to next best action, it depends on one person remembering to make an introduction, in a window that's often narrow.

Fee earner knowledge never reaches BD

Years of client context sit in fee earners' heads, built through calls and meetings and none of it reaches the people who need it to time a conversation or brief a campaign properly. Asking fee earners to log more of it manually simply isn't realistic.

A real, well-founded fear of buying the wrong tech.

Legal tech moves fast enough that any single purchase can feel obsolete within a couple of years. That's a reasonable read of the market, which is exactly why the answer is a platform that absorbs new capability through integration, not another point solution due for replacement on a fixed cycle.

No clear data or AI strategy

Legal firms often sit on years of valuable client and case data, but it lacks structure. We clean and connect that data inside HubSpot, then apply AI practically to improve reporting, automate repetitive tasks and surface meaningful insight.

How we work with legal firms

We start with an audit, not a purchase.

The practical starting point for most firms is the same one that's worked best for the firms we've supported. Understanding where data quality and customer experience breaks down and where fee earner and BD systems fail to talk to each other, tells you far more than any new tool selection process will. That's where we start, every time, before any system gets touched.

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Three things we do differently for legal firms:

1
We build around matters and relationships, not generic pipelines. We structure HubSpot around how your firm originates, delivers and grows client relationships.
2
We protect fee-earner time. Capture has to happen as a by-product of normal fee earner activity, not a new admin task layered on top of billable work.
3
We embed governance so it holds. Adoption doesn't happen by accident. We build in clear ownership from the start, so the system stays trusted long after we've left the room.

What this looks like in practice

dwf-logo

Read the DWF case study

Global leagl business DWF unified scattered data on HubSpot with Intergage, gaining a single client view, automated workflows, sharper reporting and GDPR confidence.

See the results
Phillips-Law-Logo

Rebuilding the revenue engine at Phillips Law

Regional firm Phillips Law had HubSpot in place, but low adoption and no trusted view of pipeline or performance. Intergage ran a structured audit, cleaned the data that mattered most and trained the team on their own workflows, giving leadership a clear, realistic path to a central system they can actually rely on.
See the results

Law companies we support with HubSpot

metamorph group
napthens
dwf (2)
rothley law
coles miller
The UK Legal HUG

The UK's legal HubSpot community exists because we started it.

A peer led community for practice managers, legal marketers and BD leads workingthrough exactly the pressures on this page, no sales agenda attached. If you'drather compare notes with people facing the same problems than take our word forit, this is the place to start.

Join the UK legal HUG
What our legal clients really think
Intergage supported us on our venture into the world of HubSpot. The team were incredibly supportive. They shared their expertise, gave feedback and ideas on how we could make things better and have been a constant source of support as we find our feet with the product. Highly recommend, really knowledgeable, excellent training support and lovely people to work with - couldn't recommend them more!
C. Clarke - Global Head of Marketing Operations, DWF Group

Book a clarity call

In a 30-minute call, we'll help you name it, no pitch, no obligation. We'll ask what's actually going on, tell you honestly whether we think we can help and if we can, what the fix looks like.

Book a clarity call