Law firms face unique challenges when managing client data and marketing campaigns, especially with the need to manage both legal operations and client relationships.  Our LIMO service helps solve these pain points.

• Complex Data Management: Handling large volumes of client data and tracking journeys across systems.
• Manual Marketing Tasks: Excessive time spent manually managing marketing emails, campaigns, and follow-ups.
• Referral Tracking: Difficulty tracking attorney referrals and nurturing these valuable business relationships.
• Limited Reporting: Inability to generate reports that provide actionable insights into marketing and client management efforts.

With LIMO, law firms can streamline their operations, allowing lawyers and staff to focus on their core legal responsibilities while we handle the heavy lifting of CRM integration and marketing automation.

The LIMO service offers comprehensive integration of your CRM and HubSpot, including custom workflows and marketing automation.  Here's what our service includes:

Aircall is fully integrated into your firm's marketing and client communication systems, allowing for seamless tracking of all phone interactions.  For law firms, this tool offers significant benefits, especially when it comes to understanding the return on investment (ROI) from marketing campaigns, such as billboard ads.

Legal-Specific Use Case: Tracking Phone Calls from Billboard Ads

Law firms often invest heavily in advertising, including physical billboard ads, but measuring their effectiveness can be challenging.  With Aircall, your firm can assign specific phone numbers to different ad campaigns - like a billboard - allowing you to track every call that results from that specific ad.

• Detailed Call Tracking: Know exactly how many calls your billboard ads generate, making it easier to assess the ROI of those campaigns.
• Integration with HubSpot: Automatically log all calls into HubSpot, tagging them with the source campaign (e.g., billboard) so you can track the full client journey from initial call to case closure.
• Better Insights: Use the data collected by Aircall to fine-tune your advertising strategies, ensuring your firm's marketing dollars are well spent.

Supered is an embedded tool in HubSpot that serves as both a project guide and a repository for all documentation during your LIMO service implementation. It’s designed to ensure your firm gets the maximum value from our integration services and achieves fast, efficient adoption of new workflows and marketing strategies.

How Supered Supports Your Law Firm

• Real-Time Guidance: Supered acts as a guide, embedded within HubSpot, offering just-in-time information and best practices as you navigate through new features or processes introduced during the LIMO service. This helps speed up the onboarding process and minimizes any learning curve for your team.
• Centralized Documentation: All relevant project documentation—training materials, workflows, and implementation notes—are stored directly in Supered, making it easy for your team to access critical resources at any time.
• Client Empowerment: By housing all the information in Supered, your team can troubleshoot and refer to the documentation whenever needed, increasing independence and reducing the need for external support.

Ensuring Value and Speed to Adoption

The beauty of Supered is fully integrated into HubSpot and specifically designed to help guide your legal team through the implementation of the LIMO service.  Our documentation and support are embedded directly in the platform, so your firm can quickly adopt new processes and get the most out of your HubSpot integration without any friction.

The LIMO Service delivers numerous benefits to law firms:

• Increased Efficiency: Save time by automating manual tasks such as email follow-ups and referral tracking.
• Better Insights: Use detailed reports to gain a deeper understanding of your firm’s marketing and client management efforts.
• Scalability: Our service grows with your firm, making it easy to manage increasing workloads and client volumes without sacrificing quality.
• Stronger Relationships: Maintain consistent, automated communication with clients and referral partners, helping you build and sustain long-term relationships.

The LIMO service starts at $12,000, which includes:

• Full integration of your legal CRM with HubSpot
• Custom workflow development and automation
• Data migration and validation
• Custom reporting setup tailored to your firm's needs

Note: Additional costs may apply for more advanced integrations, custom reporting features, or complex data flows beyond the initial scope.

Marc Whitehead & Associates (Litify Integration)

Key Pain Points and Solutions

1. Data Synchronization Challenges
   Pain Point: The firm experienced issues syncing data between Litify and HubSpot, which caused inefficiencies in managing their data effectively.
   Solution: We implemented a Salesforce-to-HubSpot sync, enabling real-time data integration. This streamlined their operations and improved data accuracy across both systems.
   
   
2. Marketing Automation Limitations
   Pain Point: Marc Whitehead & Associates struggled to personalize their marketing campaigns due to data limitations.
   Solution: By customizing HubSpot to align with their Litify data structure, we enhanced targeting and personalized their automated campaigns to better fit the firm's legal services.
   
   
3. Landing Page Creation and Management
   Pain Point: The firm had difficulty creating landing pages that would effectively capture leads and convert prospects.
   Soltuion: We provided training on HubSpot's drag-and-drop editor and pre-built themes, simplifying the landing page creation process and increasing lead generation efficiency.
   
   
4. Analytics and Performance Tracking
   Pain Point: Limited insights into campaign performance made it difficult to optimize marketing strategies.
   Solution: We delivered training on HubSpot's analytics tools, allowing the firm to make data-driven decisions and optimize their marketing efforts.
   
   
5. Complex Integration Onboarding
   Pain Point: The firm feared a lengthy and complicated onboarding process for integrating Litify with HubSpot.
   Solution: A phased onboarding approach was employed, focusing on quick ROI and ongoing support to ensure a smooth transition and broad adoption of new processes.

Laborde & Earles (Litify Integration)

Key Pain Points and Solutions

1. Data Synchronization Challenges
   Pain Point: Laborde & Earles struggled to customize reports in Litify to obtain valuable insights into their marketing performance.
   Solution: We developed custom reporting within HubSpot that aligned with their Litify data, providing in-depth insights to help improve marketing efforts.
   
   
2. Client Persona Development
   Pain Point: The firm found it challenging to build detailed client personas and map client journeys.
   Solution: We created custom workflows in HubSpot to automate persona development and client journey mapping, helping them effectively nurture leads.
   
   
3. SMS Marketing Integration
   Pain Point: The firm wanted to integrate SMS messaging into their marketing strategy but lacked the capability.
   Solution: We customized HubSpot’s SMS integration to streamline client communication, improving response rates and overall engagement.
   
   
4. Data Integrity
   Pain Point: Duplicate records in Litify were affecting the firm’s marketing automation and client communications.
   Solution: We conducted a comprehensive data cleanup in Salesforce to eliminate duplicate records, ensuring higher-quality data transfers between systems.

The Estate Lawyers (Clio Integration)

Key Pain Points and Solutions

1. Lack of Integration Between Clio and HubSpot
   Pain Point: The Estate Lawyers struggled to integrate Clio with HubSpot, limiting their ability to track marketing efforts alongside case management.
   Solution: We developed a custom integration between Clio and HubSpot, allowing for seamless syncing of client information and providing a unified view of interactions across both systems.
   
   
2. Manual Workflows and Inefficient Lead Management
   Pain Point: Managing leads and communications was a manual and inefficient process, leading to lost opportunities.
   Solution: We implemented automated workflows in HubSpot that mirrored Clio’s case management processes, enabling the firm to automate follow-ups, reminders, and lead nurturing.
   
   
3. Limited Reporting Capabilities
   Pain Point: The firm was unable to generate reports that integrated both Clio and HubSpot data, leaving gaps in client engagement insights.
   Solution: We customized HubSpot’s reporting tools to reflect data from Clio, providing detailed insights into client interactions from initial contact to case resolution.

What legal CRMs does LIMO work with?

LIMO integrates with Litify, Clio, and other legal CRMs, depending on your firm's needs.

How long does it take to implement the LIMO service?

The integration process typically takes a few weeks, depending on your firm's specific setup and customization needs.

What kind of support is provided after setup?

We offer ongoing support to ensure your workflows and automation are functioning as expected, with options for regular updates and additional training.

If you're ready to streamline your firm's marketing and client management, contact us today to learn more about how the LIMO service can benefit your law firm.