Stop Losing Leads. Sign More Cases — Automatically.
At Lloyd Solves, we help law firms and other professional services organizations fix the leak between first contact and signed agreement—eliminating siloed data, manual intake processes, and underutilized technology.
Our tailored law-firm CRM and intake automation strategies connect HubSpot to phones, web forms, and legal CRMs like Clio, Filevine, and Litify—so your team follows up faster, types everything once, and turns more potential clients into signed cases.
Real Results. Proven RevOps Impact.
We don't talk about growth — we measure it. Law firms and other professional services clients see transformational results across intake, marketing, sales, and operations within 90 days.
Solutions
RevOps Retainers
One role. One rate. Choose 10 / 20 / 40 hours; we front-load outcomes on law firm intake, referrals, and reporting (and other RevOps priorities) with clear safety rails (deposit + capped front-loading).
Choose HoursLIMO (Legal Integration & Marketing Optimization)
For law firms, integrate HubSpot with Litify/Clio—or replace them entirely. Automate referrals, intake, and marketing reporting so more potential clients become signed cases without double data entry.
Explore LIMOABACUS (Accounting CRM Accelerator)
A HubSpot accelerator for accounting firms—clean data, routing & SLAs, event ROI, compliance, and trusted dashboards.
Explore ABACUSHubSpot Implementation
Complete HubSpot setup and configuration across Sales, Marketing, and Service Hubs with data migration, workflows, and team training.
Implement HubSpotIntegrations
Connect HubSpot to the rest of your stack—case management, phones, billing, and more—either we build it for you or we architect it for your devs.
Connect My SystemsAI Agent Building
Design and deploy domain-specific AI agents to automate routine tasks, accelerate follow-up (like law firm intake callbacks), and augment your teams—safely and transparently.
Deploy an AI AgentWho We Are
We turn law firm intake chaos into predictable growth engines—and bring the same RevOps mastery and automation precision to other professional services teams.
- Data-Driven Systems: Turn intake, referral, and matter data (plus the rest of your firm) into unified dashboards that drive decisions.
- Automation Excellence: Eliminate manual intake bottlenecks with smart workflows that scale with your law firm or practice.
- Revenue Optimization: Connect marketing, intake, and operations so more potential clients become signed cases and measurable revenue.
Kenny Lloyd
Founder & RevOps Strategist
Transforms law firm intake and professional services operations into growth engines through HubSpot mastery and systematic automation.
Our Achievements
Legal Firm Revenue Transformation
Marc Whitehead & Associates, a high-volume personal injury and disability law firm, was losing referral opportunities due to fragmented data between Litify and manual spreadsheets. We layered HubSpot on top of their existing legal CRM, creating clean referral attribution and automated attorney updates.
Accounting Firm Growth Engine
A mid-sized accounting firm struggled with disconnected marketing tools, inconsistent pipelines, and compliance headaches. We transformed their HubSpot into a unified operating platform with governed data, automated workflows, and guided sales processes.
"Layering HubSpot on top of Litify finally gave us clean referral attribution and automated attorney updates. Within a year, referral-sourced matters were up 70.98%."
MacKinley Tatom | Marketing Manager, Marc Whitehead & Associates
"The Lloyd Solves team gave us a platform that fits how modern accounting firms market, sell, and grow. HubSpot isn't just a tool for us now—it's our growth engine."
Accounting Firm Partner | Confidential Client
Testimonials
"Layering HubSpot on top of Litify finally gave us clean referral attribution and automated attorney updates. Within a year, referral-sourced matters were up 70.98%."
"Once routing, follow-up, and reporting were standardized, we saw momentum immediately—58.33% growth in two months and dashboards the team actually trusts."
"Their architecture and documentation let our devs move fast: near-instant sync, ~80% less manual entry, and reliable data for GTM decisions."
"The automation + reporting foundation showed up in the numbers—24.5% more booked revenue and far less time wrangling spreadsheets."
"Cleaner data, clearer handoffs, and better landing pages drove a 9.02% YoY lift in deal conversions—pipeline we can finally trust."
Partnerships
How we partner: We design RevOps, implement Hubs, and build custom integrations for law firms, accounting firms, and other professional services—end-to-end on HubSpot as a Platinum Partner.
Client value: A single, connected GTM platform with clean data, automation, and dashboards leaders trust.
See how it works
How we partner: We connect Aircall with HubSpot and tune routing, call outcomes, dispositions, and coaching workflows.
Client value: Click-to-call + automatic logging give reps context on every ring—faster follow-up, higher conversion.
See how it works
How we partner: We build lightweight automations that link the "long tail" of tools to HubSpot, with clear guardrails and fallbacks.
Client value: Rapid prototypes and quick wins—then we graduate to monitored integrations when scale demands it.
See how it works
How we partner: We deploy event•hapily to run registrations, QR check-in, speaker/sponsor workflows, and ROI dashboards entirely inside HubSpot.
Client value: Events managed in one system—clean attribution, faster follow-up, and visible pipeline/wins from every event.
"Manage your entire event — start to finish — without ever leaving HubSpot."
See how it works