Too many law firms hit a growth ceiling not because of their people or potential, but because of disconnected systems, guesswork strategy and tools their teams don’t actually use. At Intergage, we combine deep legal sector insight with a RevOps mindset and the power of HubSpot to help you focus every part of your business on the clients that matter most. Ditch the duct-taped tech stack and scattered data. We give you a clear, connected system that works with your people and processes. Not against them.
Your Case for HubSpot: The Smartest Way to Grow a Legal Practice
Clearer Sightlines. Smoother Growth
Growing a legal practice is tough when your systems are scattered, your teams are disconnected, and your tech isn’t pulling its weight. Whether it’s underused CRMs, missed handoffs between BD and fee earner, or client retention left to chance, the cracks start to show. Our RevOps approach and HubSpot’s powerful, all-in-one platform help legal firms centralise data, connect teams, automate admin and drive more growth from the clients that matter most.
Poor Visibility Across Teams and Pipelines
Disjointed teams, isolated spreadsheets and clunky systems mean marketing, BD and fee earners lack a shared view of the client lifecycle.
This creates friction, missed handoffs and poor client experiences. By centralising your revenue operation in HubSpot, we give every team real-time access to the same data, shared pipelines and unified reporting.
Underused or Misused CRM Technology
Many firms have a CRM that’s underused and unloved as a result of poor adoption, bad setup or lack of relevance for fee earners.
We implement HubSpot in a way that reflects how legal teams actually work, provide strategic Super Admin support and automate admin-heavy tasks turning CRM from a burden into a business-critical tool.
Client Retention and Referrals Are Ad-Hoc
Once a case closes, firms leave ongoing client engagement to chance, missing huge opportunities for repeat business, upsell and referrals.
We design and automate client journey touchpoints in HubSpot from post-matter surveys to loyalty workflows and referral campaigns — helping you retain and grow your best client relationships with less effort.
Disconnected Case Management Systems and Data Silos
Legal teams running on case management platforms like LEAP, Clio, or Proclaim that don’t connect to marketing or BD systems experience issues with duplicate data, manual admin and missed opportunities.
We integrate your CMS with HubSpot, building a unified platform that connects marketing, sales and client service with real-time case data, giving every team the full context they need to deliver better outcomes and deeper relationships.
No Clear Data or AI Strategy
Legal firms often sit on years of valuable client and case data, but it’s scattered across systems, messy, or unused and the idea of AI feels overhyped or too complex to implement.
We help you turn that data into a reliable, connected source of truth inside HubSpot, then apply AI in simple, practical ways from automating admin and generating content to improving reporting and surfacing insights that help your firm grow, save time, and stay ahead.
Lack of Differentiation in a Crowded Market
Most legal websites sound the same: “trusted advisors” and “client-centric service” don’t stand out in today’s saturated market.
We help you rise above the noise by building ICP-driven positioning, content strategies and thought leadership programmes that HubSpot powers with SEO, smart workflows, and targeted campaigns so your firm wins attention by being meaningfully different.
Real Results For Real Legal Firms
After 12 months, HubSpot customers in the professional services industry see:
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%
more site traffic
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more inbound leads
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more deals closed
Real Growth for Legal Firms Starts with Focus
We don’t believe in silver bullets or off-the-shelf CRM setups. Instead, we help law firms grow by focusing every commercial effort around their ideal clients and then operationalising that focus inside HubSpot. Whether you're a firm struggling with inconsistent BD, legacy systems or disconnected client journeys, our approach is designed to unify your people, platforms and processes to drive sustainable growth.
One Unified System. Not Just Another Tool
HubSpot becomes the operational brain of your revenue operation, bringing enquiry capture, nurturing, client onboarding and retention into one connected platform. No more duplicate data entry. No more switching between your CMS, spreadsheets and inboxes. Just one source of truth for your entire client lifecycle.
Automating What Matters, Not What’s Trendy
Automation doesn’t mean complexity. It means freeing your team from repetitive admin so they can focus on clients. We build smart workflows that reflect how legal firms actually operate from automated lead follow-up and BD reminders to client onboarding journeys and post-matter engagement.
Turning Data Chaos Into Commercial Insight
Legal firms are sitting on gold. Years of case, client and fee data but it’s often messy, siloed or inaccessible. We clean, structure and connect it through HubSpot so you can track what’s working, what’s not and what your next best opportunity is. All without needing a data analyst.
Seamless Integration with Your Case Management System
We connect HubSpot to your existing CMS allowing you to view client relationships, marketing history and live matter data in one place. No more silos between marketing, BD and fee earners. It’s the bridge between commercial intent and case delivery.
Practical AI for Busy Legal Teams
You don’t need to “do AI”. You need AI that works for you. We embed HubSpot’s AI tools where they’ll make the biggest difference: generating personalised content, surfacing insights and recommending next steps.
A System Built Around People, Not Just Processes
Even the best system will fail if your team doesn’t use it. We tailor HubSpot to fit the way your lawyers and support teams actually work. Through training, custom views, playbooks and practical change management, we help your firm adopt a system they’ll actually want to use and keep using.
High-Touch, High-Value: Built for Legal and Professional Services Firms
Legal firms succeed on relationships but they often struggle with disconnected systems, slow follow-ups and limited visibility across teams. Together, HubSpot and Intergage bring you:
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Connected client experiences that scale
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Smart automation & AI that works for humans
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Seamless integration with tools you already use
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Adoption that sticks
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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
Mali and the team did a fantastic job of migrating our website to a new platform. Good communication was maintained throughout the process and any issues were worked through positively.Timelines were agreed from the start and kept. I would recommend Mali and the team to anyone thinking of having the same project done.
N. Balchin
Marketing Director, Coles Miller
FAQs
What is the Fried Egg Approach?
The Fried Egg Approach is a strategic framework that helps you focus your business development, marketing and client experience around the clients who matter most — your "yolk." Instead of spreading efforts thin, we align your people, processes and technology around your Ideal Client Profile (ICP) to drive more profitable, scalable and sustainable growth.
It’s not about doing more. It’s about doing what works for the right clients, with the right systems at the right time.
What's an ICP?
Your Ideal Client Profile (ICP) is a clear definition of the type of client that’s the best fit for your firm commercially, strategically and culturally. It’s not just about who you can serve, but who you should focus on to grow sustainably.
An ICP considers things like:
- Sector or specialism (e.g. tech scale-ups, family businesses, high-net-worth individuals)
- Case or service type profitability
- Lifetime value and retention potential
- Ease of delivery and relationship fit
- Likelihood to refer or expand
By identifying and aligning your firm around your ICP, you stop wasting time on low-fit leads and start winning more of the clients that drive real growth.
Will HubSpot work with our existing case management system?
While HubSpot isn’t a case management tool, we can look at integrating it with your existing system. This creates a unified view of the client across marketing, business development and service without duplicating data or disrupting your legal operations.
Is this going to add more admin for our team?
No — it’s designed to reduce it. HubSpot’s intuitive interface and automation features are built to take work off your team’s plate. We customise workflows around how your firm already operates, so your team can focus on clients instead of chasing updates, rekeying data or manually following up.
How quickly will we see value?
Most firms we work with see improved visibility, process efficiency, and lead quality within the first 60–90 days. According to HubSpot benchmarks, professional services firms see a 183% increase in site traffic and a 218% increase in inbound leads within 12 months and our tailored approach is designed to accelerate that success even further.
Make a Case for Smarter Growth
Let's talk
Speak to our team about building a HubSpot-powered system that wins more of the right clients.