LegalEase Partners integrated their case management system with HubSpot to automate client onboarding and case updates, reducing onboarding time by 60%, improving client satisfaction,and enhancing communication.
LegalEase Partners managed a high volume of client cases, each requiring timely onboarding and regular updates, but their case management system was not connected to HubSpot,leading to slow onboarding, missed updates, limited engagement, and reporting gaps.
A custom integration was built to automate data sync, map legal case data, trigger automated workflows, and provide real-time dashboards in HubSpot.
60% reduction in onboarding time
Improved client satisfaction scores
Automated case update workflows
Real-time operational visibility
"Our onboarding is now fast and professional, and clients are always informed. The integration has elevated our service."
"Our onboarding is now fast and professional, and clients are always informed. The integration has elevated our service."