The Law Office of Dustin McCrary

As the firm continued to grow, Dustin recognized the need to improve client intake and engagement. The existing process was becoming more time-consuming as the firm grew, making it difficult to maintain the high-touch, compassionate experience the firm is known for. Dustin turned to HubSpot, hoping to:

• Streamline the intake process through automation.
• Eliminate inefficiencies between phone calls, form submissions, and consultations.
• Reduce duplicative work for his staff.
• Enhance client communication from the first interaction.
  

After an unsuccessful initial engagement with another agency, Dustin partnered with Brasco to implement a custom, strategic approach that aligned HubSpot with his firm’s specific needs.

The Results

Working with Dustin’s team, Brasco rebuilt and optimized the intake process inside HubSpot:

• Rebuilt Workflows & Automation: Intake automations were restructured to reduce errors and ensure consistent follow-up.
• Clearer Intake Procedures: Staff now follow step-by-step protocols for creating contacts, deals, and scheduling consultations, ensuring accuracy and efficiency.
  
• Improved Scheduling: Consultations are integrated with Zoom, simplifying booking for both clients and attorneys.
• Improved Data Transparency: With customized HubSpot reporting dashboards, Dustin and the team can now see which clients are most likely to close consultations, track month-over-month revenue growth, and gain clearer insights into both organic and paid marketing performance. These insights have already led to smarter adjustments in digital ad budgets to better align with business trends.

With these improvements, Dustin’s team is now operating on a streamlined system that not only saves time and reduces frustration but also empowers smarter decision-making across marketing and intake.