Case Study: a major family law firm streamlines lead assignment with SmartBug Media and HubSpot

a major family law firm cuts lead assignment time by 86% with SmartBug Media

One of America's busiest family law firms struggled with an inefficient, entirely manual process for distributing cases to its lawyers, which wasted significant time and involved multiple receptionists, spreadsheets, and a complex timer system. Seeking to improve its basic CRM functionality, the firm engaged vendor SmartBug Media to help leverage its existing HubSpot platform to address these operational challenges.

SmartBug Media implemented automated HubSpot workflows to handle contact creation, lead qualification, and deal creation. The solution featured a dynamic, rotating queue for lawyer assignment with built-in criteria checks, which drastically streamlined the process. This automation resulted in an 86% reduction in lead assignment time and reduced the staff required to manage case distribution from three people to just one, allowing the firm to reallocate resources to more valuable tasks.