Problem

Senior partners, Brian Barakat and Giacomo Bossa, had spent 50 years building corporate-law relationships, yet their contacts sat in half-a-dozen Outlook folders, LinkedIn exports, and legacy spreadsheets. No segmentation, no nurture flows, no way to know who’d last referred business. Two brochure-style websites looked dated and captured zero data. The firm sensed it was leaving referral revenue on the table but lacked the systems (and time) to fix it.

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Solution

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I unified the tech and the brand, turning scattered lists into a single referral engine:

Contact Consolidation

‍Merged & de-duped 8 k+ records into HubSpot Marketing Hub; tagged by industry, service line, and relationship stage.

‍System Integration

‍Two-way sync between HubSpot and the firm’s practice-management CRM via Operations Hub. Matters, invoices, and marketing data now talk to each other.

‍Automated Nurture & Referrals

‍Quarterly insights newsletter, 5-email re-engagement drip, and a referral-ask trigger 30 days post-matter close.

‍Brand Audit & Web Upgrade

‍Refreshed visual identity and copy guidelines; rebuilt two websites with on-brand design, HubSpot forms, and gated content that feeds straight into segmented lists.

‍Reporting Dashboards

‍Real-time panels for open/click rates, referral pipeline value, and partner-level attribution.

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