A Full CRM Migration Plus a Custom Smokeball Integration - In 2.5 Weeks

2.5 weeks

Migration + Integration Delivered

HubSpot

CRM Platform

Smokeball

Practice Management Connected

Results at a glance

CRM migrations are the project every firm fears - quoted in quarters, delivered late, and usually ending with two systems that still don't talk. Revenue Institute migrated Manely Law Firm's CRM into HubSpot and built a custom integration to Smokeball, their practice management platform, in two and a half weeks.

The Situation & Approach

Context & Challenge

The Manely Firm is a family law practice (allfamilylaw.com). Like most law firms, its client relationships lived in one system and its matters lived in another - Smokeball, the firm's practice management platform - with people re-keying between the two. The firm needed a modern CRM and needed it connected to the system where the legal work actually happens.

A law firm's revenue side and legal side run on different software, and the gap between them is filled by people: intake details typed into the CRM, then typed again into practice management; matter status checked in one system and reported in another. Manely Law needed to move onto HubSpot without losing its history - and needed HubSpot connected to Smokeball, a system with no off-the-shelf connector for what the firm required. The typical vendor answer to that combination is a quarter-long project plan.

Our Solution

One Engagement, Both Problems

Revenue Institute ran the migration and the integration as one engagement. The firm's CRM data was migrated into HubSpot - records, history, and pipeline intact.

The Connector Nobody Sold

Because no ready-made connector did what the firm needed, Revenue Institute built a custom integration between HubSpot and Smokeball, so client records and matter information flow between the revenue side and the legal side without re-keying.

The Clock

Total time from start to working system: two and a half weeks.

The Results

2.5 Weeks, Not a Quarter

The full package - CRM migration into HubSpot plus a custom-built Smokeball integration - was delivered in two and a half weeks. The project most vendors scope in months was measured in days.

One Connected System

The CRM and the practice management platform now share their records through the custom integration - the client relationship and the legal matter are two views of the same data instead of two systems reconciled by hand.

Built, Because Buying Wasn't an Option

There was no off-the-shelf connector for what the firm needed. This is the 'build and run' wedge in practice: when the tool doesn't exist, an operator team builds it - in the same engagement, on the same clock.

Outcomes

Key Results Achieved

2.5 Weeks, Start to Finish
CRM and Matters, Connected
No Off-the-Shelf Connector Existed

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