Streamline client and lead management tasks with Lawsyst's HubSpot integration

HubSpot’s CRM allows law firms to strengthen relationships with clients and leads alike. Get instant access to communication histories and prevent high-intent prospects from slipping through the cracks with Lawsyst’s seamless HubSpot integration.  

Book a demo
Banner Image

What is HubSpot?

HubSpot provides businesses with an easy-to-use client relationship management (CRM) system. This sophisticated software is designed to optimise interactions with clients, convert prospects into customers, and provide a clear record of business-client communications. Companies from all sectors can use HubSpot to deliver a better customer experience and improve client intake rates. 

 

What are the benefits of integrating HubSpot with Lawsyst? 

Lawsyst is a cloud-based legal case management system dedicated to helping law firms simplify routine tasks, speed up manual processes, and centralise all aspects of matter management. HubSpot shares many of these goals, which makes combining the two systems a no-brainer. Here are some of the advantages of our HubSpot integration:  

  • Two-way sychronisation: When changes are made in one system, these are automatically reflected in the other. Lawsyst’s HubSpot integration allows legal professionals to amend client/lead details, update case progress, and log communication activity without the need to switch between systems. This ensures that no time is wasted on duplicate data entry and that matter information remains accurate at all times.

 

  • Improved lead conversion: HubSpot’s email marketing and lead management features give you the confidence to nurture prospects and convert them into clients. By bringing these essential tools into Lawsyst, you can schedule email campaigns and automate follow-ups at crucial times, which makes managing your law firm's leads much easier. 

 

  • Accurate record of client communication: HubSpot allows you to keep an accurate record of all client interactions, including those that have taken place via email, phone and social media. This allows you to maintain a clear picture of client-firm communication, which you can draw on to deliver a seamless, customer-focused experience. 

 

  • Advanced reporting features: HubSpot’s customisable dashboards and reporting software provide useful insights into what works and what doesn't. Law firms can use these tools to assess client satisfaction, evaluate individual and team performance, and identify opportunities for improvement. 

 

Find out more

Connect other essential business tools to our practice management system  

Lawsyst integrates with numerous platforms and systems used by legal professionals in their everyday operations, helping to save time, reduce manual tasks and boost productivity. 

 

Legal accounting systems

Streamline routine financial management tasks by connecting to your Xero accounting software or our MTD-ready VAT return system. Lawsyst's legal accounting integrations give you greater control over cash flow, enable accurate record-keeping, and ensure industry compliance. 

 

Microsoft Outlook

Synchronise calendars to keep fee earners and legal staff on top of key deadlines and crucial client appointments. With Lawsyst’s Outlook integration, you can ensure optimal case management efficiency at all times.  

 

Data visualisation platforms

A better way of understanding your data. With our integrations for Power BI, Looker Studio, and Tableau you can visualise your data in real time to uncover trends, correct inefficiencies, and make better business decisions.  

 

Alternative CRM systems

Use another CRM platform for scoring leads, managing prospects, and engaging clients? Explore our intuitive Salesforce and SugarCRM integrations to strengthen your relationships with potential and existing customers. 

 

Frequently Asked Questions
How will your HubSpot integration benefit my law firm?

Integrating Lawsyst with your HubSpot CRM allows your firm to centralise client communications, manage leads effectively, track interactions, and automate follow-ups, enhancing your ability to convert prospects into paying clients.

What kind of data can be synced between Lawsyst and HubSpot?

The integration syncs contact information, communication history, case details, notes, and follow-up tasks, allowing you to manage client and lead management activities in one place.

Can I manage both leads and clients using your HubSpot CRM integration?

Yes, you can manage both prospective and current clients, as well as track the status of your cases and follow up on important tasks.

Can I track client communications in both Lawsyst and HubSpot?

Yes, you can track and view all communication history in both systems, ensuring a complete overview of your interactions with clients and leads.

Can I automate follow-up emails?

Yes. Our HubSpot integration allows you to set up automated email campaigns and follow-up reminders to give your firm the best chance of converting prospects into clients.

How secure is the data shared between Lawsyst and HubSpot?

Both Lawsyst and HubSpot follow strict data protection and privacy policies to ensure that your data is always secure and compliant with relevant regulations.

Can I customise the integration to fit my firm's workflow?

Yes, our integration allows you to customise data syncing, email templates, and follow-up processes to match your law firm’s unique requirements.

Is integration supported on mobile devices?

Yes, the integration works across both desktop and mobile versions of Lawsyst, allowing you to manage leads and clients on the go.

How will I be notified of important follow-ups or updates?

HubSpot's notification system will alert you about upcoming follow-ups, emails, and tasks, ensuring you never miss an important action.

Can I track the performance of email campaigns through this integration?

Yes, HubSpot provides detailed analytics on email campaign performance, so you can measure the effectiveness of your marketing efforts and adjust them as needed.

What happens if I experience an issue?

If you experience any issues, our support team is always on hand to help you resolve any challenges quickly and efficiently.

If there’s anything we haven’t covered here or you have any specific questions about your account, just let us know and we’ll be happy to answer them. If you’re not a customer yet but curious about our plans, contact us