Connecting Teams, Data and Clients: Rebuilding the Revenue Engine at Phillips Law

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The Challenge

Phillips Law is a regional firm serving both commercial clients and private individuals, with multiple practice areas and strong cross-sell potential. The firm was using HubSpot Sales and Marketing Hub Professional and had support from an overseas partner, but adoption was low. Data was unreliable and leadership struggled to get a clear, trusted view of pipeline and performance.

The issue wasn’t missing functionality. It was a lack of clarity, alignment and ownership. There was no shared revenue model, teams worked to different definitions and HubSpot was treated as a collection of tools rather than the operating system for growth.

The Solution (So Far)

  • 1
    Auditing the Current HubSpot Setup
    We began with a structured audit of the existing HubSpot portal. This included reviewing how contacts, companies and deals were being used, how enquiries were captured and which properties, workflows and reports were in place. The audit highlighted inconsistent data entry, unused features and gaps between how teams thought HubSpot worked and how it was actually configured. This gave both Phillips Law and Intergage a clear starting point and a prioritised list of fixes.
  • 2
    Cleaning and Structuring the Data
    On the back of the audit, we focused on improving data quality in the areas that mattered most. We started to clean and standardise key contact and company properties so that basic segmentation for example, commercial vs private clients becomes possible and reliable. We removed or consolidated redundant fields and began to bring records into a more consistent structure so future reporting and campaigning have a solid foundation.
  • 3
    Introducing the Team to What HubSpot Can Do
    In parallel, we delivered introductory and role-focused training sessions. These were designed to show marketing, BD and support staff what HubSpot can do beyond simple contact storage. We walked through practical features such as views, tasks, basic reporting and email tools, using Phillips Law’s own data and examples. The aim at this stage has been to build awareness, reduce uncertainty and help people see how HubSpot can support their day-to-day work.
  • 4
    Establishing a Guided Roadmap
    Based on the audit findings and early training, we worked with Phillips Law to outline a guided roadmap for the next 12 months. This sets out the sequence of work: further data clean-up, aligning key processes in HubSpot to how the firm actually works, and gradually introducing more targeted marketing and cross-sell activity. While this is work for the future, the roadmap itself is an important early outcome, giving leadership and teams a clear, realistic path forward.
With Intergage no question is too small, and they are incredibly encouraging. The team know what they are talking about, so their explanations are always clear.
Eliza Burt, Marketing Coordinator

Early Impact

Although the engagement is in its early stages, Phillips Law has already seen some practical benefits:

These early steps are about getting the basics right, so that later improvements in reporting, targeting, cross-sell and automation are built on solid, well-understood foundations.

  • A clear view of how HubSpot is currently being used and where it isn’t
  • A prioritised set of data and process issues to tackle first
  • Cleaner, more consistent data in key areas, improving confidence in what’s in the system
  • Greater awareness among staff of HubSpot’s capabilities and how it can help in their roles
  • An agreed, realistic roadmap for evolving HubSpot into a central, trusted system over time

About Phillips Law

Phillips Law is a regional law firm serving both businesses and private individuals across a range of practice areas, including property, private client and commercial services. The firm combines local presence with specialist expertise, often supporting clients through multiple life and business events over many years. With a mix of B2B and B2C work and significant cross-sell potential between departments, Phillips Law’s growth depends on staying front of mind with existing clients, generating high-quality new enquiries and coordinating teams around a clear, joined-up view of their client base.  

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