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HUBSPOT OPTIMIZED,
FOR LAW FIRMS.
We specialize in leveraging the power of HubSpot to help law firms enhance their marketing, streamline business development, optimize referral programs, and drive growth across all areas of their practice.
LEGAL BACKGROUND
Nick and Kyle, the founders of The Operations Company, first crossed paths at a boutique law firm in Oakland, California, back in 2012. Their shared experience in the legal world brought them together, and over the years, they’ve honed their skills, amassing a combined 30 years in law alongside 15 years in operations, CRMs, and technology. They’ve dedicated their careers to understanding how law firms operate best, diving deep into the intricacies of both the legal and business sides of the practice. Today, they bring this expertise to bear, focusing on helping law firms maximize efficiency through technology and tailored solutions in HubSpot.
If the Olympics had a dream team for legal operations, Nick and Kyle would undoubtedly be the starting point guards. Their experience equips them to seamlessly implement and optimize HubSpot specifically for law firms. Not only do they understand the nuances of legal workflows, but they’re also deeply attuned to the audiences law firms serve, allowing them to layer in a proven sales and marketing strategy that drives growth. Their insights into the legal industry, combined with a knack for tech-driven solutions, make them the ideal duo (backed by an extremely talented team) for firms looking to level up their operations.
LAW FIRM TOOLS
HUBSPOT
HubSpot acts as a centralized hub for law firms, streamlining client data, case tracking, and marketing efforts to enhance efficiency, improve client relationships, and drive business growth.
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CLIO
Clio Manage enables law firms to efficiently handle cases, track time, manage documents, schedule appointments, and streamline billing and invoicing processes.
QUICKBOOKS ONLINE
QuickBooks Online is an accounting software that helps businesses manage finances by tracking income and expenses, handling invoices and payments, and managing payroll.
XERO
Xero is an online accounting platform designed to help businesses manage their finances by tracking income and expenses, creating invoices, managing payroll, and reconciling bank transactions.
ARROWS
Arrows helps law firms streamline client onboarding by automating personalized onboarding workflows, set clear steps, track client progress, and deliver timely and relevant information.
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AIR TRAFFIC CONTROL
Air Traffic Control enables law firms to personalize their messaging by segmenting audiences based on real-time insights, ensuring that each prospect receives relevant, targeted content at the right time.
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APOLLO
Apollo helps law firms enrich their prospecting data by providing comprehensive contact information, company insights, and engagement details, allowing them to target potential clients more effectively.
REFERRAL FACTORY
Referral Factory integrates with HubSpot to streamline law firm referral programs, automating partner tracking, incentives, and lead management to increase referrals and drive client growth effectively.
EULER
Euler connects with HubSpot to optimize law firm referral programs, automating the tracking of partners, managing incentives, and handling leads to boost referrals and foster effective client growth.
OPERATING
Operating integrates with HubSpot to monitor attorney and paralegal capacity, optimizing resource allocation and workload distribution, ensuring balanced workloads across the team.
LAW FIRM PROCESS
We analyze the law firm's business objectives, identifying target audiences, and defining the ideal customer profile and personas. Through this process, we create a comprehensive go-to-market strategy aligned with the firm’s goals. By understanding who the firm serves and their specific needs, we develop clear, tailored strategies for outreach and engagement. This insight guides our approach to building HubSpot and the supporting tech stack, ensuring each element—from CRM setup to automation—is optimized for seamless client acquisition, retention, and growth. The result is a customized, data-driven framework that supports measurable results and long-term business success.
We define precise criteria for the law firm’s target audience, clarifying who they should engage and serve. Next, we gather essential data on these prospects, identifying opportunities to connect and convert. In HubSpot, we meticulously organize and tag this data, structuring it with fields and properties that align with the firm’s outreach strategy. This setup allows for accurate segmentation, personalized communication, and streamlined prospecting workflows, making the data actionable and impactful. With this organized, data-driven foundation, the law firm can consistently generate revenue, nurture valuable relationships, and scale its business efficiently.
We integrate key tools—Clio, Operating, and Referral Factory—with HubSpot to enable law firms to manage referrals, capacity, and cases efficiently. Referral Factory powers a streamlined referral program, helping firms activate partnerships and track new client leads seamlessly in HubSpot. Operating connects to monitor attorney and paralegal capacity, ensuring balanced caseloads and optimized resource allocation. Clio’s integration allows for real-time case management, syncing case details and client information for accurate tracking and follow-up. Together, these integrations create a cohesive, automated system that enhances productivity, optimizes client service, and supports steady firm growth.
We implement automation across the firm’s HubSpot setup to streamline repetitive tasks and enhance efficiency. From lead nurturing to case updates and client follow-ups, we automate key actions to ensure consistency and accuracy at every touchpoint. Our tailored workflows handle everything from client intake and task assignments to timely reminders and status updates, keeping cases on track without manual oversight. By automating these processes, we free up the firm’s resources to focus on high-value client work, enabling smoother operations, improved client satisfaction, and a reliable foundation for growth.