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Everything You Need to Run a Smarter Law Firm — Built in HubSpot

We turn HubSpot into a legal operations engine. From intake to resolution, Hub4Law configures your CRM to support how law firms actually work — with zero fluff, total visibility, and powerful automation.

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Key Features

Smart Intake Forms

Capture critical client details from
your website, ads, or referrals — without
back-and-forth emails.

  • Conditional logic
  • Branded and mobile-ready
  • Auto-create contacts and deals in your CRM
Smart Intake Forms

Automated Workflows

No more manual follow-ups,
scheduling chaos, or missed next steps.

  • New client emails + text messages
  • Document request reminders
  • Deadline and court-date alerts
  • Staff task assignment
Automated Workflows

Custom Pipelines

Track the full lifecycle of every matter — from initial inquiry to signed agreement to resolution.

  • Tailored to practice areas (e.g., PI, immigration, family)
  • Visual stage progression
  • Built-in revenue forecasting
Custom Pipelines

Email + SMS Sequences

Engage leads and clients where they are. Keep follow-ups flowing automatically.

  • Personalized templates
  • Smart send times
  • Open + reply tracking
Email and SMS Sequences

Contact & Case Records

All your client and case info, centralized and searchable — no more scattered spreadsheets.

  • Contact history and communication logs
  • Custom fields for case type, deadlines, billing, etc.
  • Private notes + activity tracking
Contact and Case Records

Reports & Dashboards

Know what’s working — and what’s not.

  • Lead source reports
  • Conversion tracking
  • Intake bottlenecks
  • Marketing ROI
Reports and Dashboards

Built for Legal. Backed by HubSpot.

Enterprise-grade data security

Works with tools you already use (e.g. Clio, Google Workspace, Calendly)

Fully cloud-based — access it anywhere, anytime

Built inside HubSpot by legal-savvy RevOps consultants

Benefits to Your Firm

Role Benefit
Managing Partner Real-time pipeline and revenue visibility
Paralegal / Assistant Fewer reminders, fewer missed steps
Marketing Lead See which campaigns bring in real clients
Intake Coordinator Forms + automation reduce lead handling time
Everyone Fewer tools, fewer handoffs, better service
Lightbulb Brain

Ready to work smarter?

Let us show you how Hub4Law can free up your team, grow your pipeline, and keep every lead and case moving forward.

Book a Free Consultation →