A top-tier U.S . law firm with over 180 years of legacy, recognized for its client-first approach, national presence, and deep practice-area expertise. Serving both global enterprises and high-growth ventures, the firm sought to modernize its marketing technology stack by integrating HubSpot alongside DealCloud to enhance engagement, visibility, and campaign execution.
Anonymised Client Profile
A top-tier U.S . law firm with over 180 years of legacy, recognized for its client-first approach, national presence, and deep practice-area expertise. Serving both global enterprises and high-growth ventures, the firm sought to modernize its marketing technology stack by integrating HubSpot alongside DealCloud to enhance engagement, visibility, and campaign execution.
The existing marketing infrastructure limited scalability and insight.
A comprehensive discovery process was conducted to analyze existing sales and marketing workflows. Business processes were then redesigned using HubSpot’s native capabilities to support structured pipeline management and automated marketing execution.
Customized contact and company properties to support legal-specific segmentation (practice area interest, client status, referral source).
Built dynamic smart lists for alumni, prospects, clients, event attendees, and newsletter subscribers.
Designed and deployed a bi-directional API integration between DealCloud and HubSpot.
Synced contacts, marketing events, mailing objects, and subscriber data for real-time alignment.
Migrated historical marketing data, including contact attributes, subscription preferences, and event participation.
Cleaned, normalized, and enriched records prior to structured import into HubSpot.
Implemented automated workflows for event follow-ups and alerts.
Developed responsive email templates for thought leadership, client communications, and invitations.
Configured UTM tracking for measurable campaign performance.
Measurable Impact
Within the first three months of transition, the firm achieved measurable operational gains
Complete two-way data visibility between HubSpot and DealCloud, eliminating marketing–attorney silos.
85% reduction in manual campaign setup time through automation and smart segmentation.
Enhanced cross-platform data enrichment for more personalized and timely outreach.
Improved internal coordination, enabling attorneys to view marketing engagement insights directly within DealCloud.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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