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

The Challenge

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.