Introduction
Even the most established organizations can get tangled up behind the scenes. One nationally recognized law firm — with over a century of history and hundreds of attorneys across the U.S. — found itself in that spot. Known for guiding cities, public agencies, and private businesses with trusted legal counsel, the firm had its external reputation down pat.
But internally? Their marketing tech stack was scattered, their workflows clunky, and their team was spending way too much time on manual tasks. What they needed wasn’t just new software. They needed a smarter system — and the confidence to run it well.
The challenge
- Disconnected tools: Emails were handled in their CMS, social posts in Hootsuite, webinars on another platform, and contacts sat in a lightweight CRM. With data split in so many places, there was no clear picture of the client journey.
- Manual overload: Subscriptions, lists, event follow-ups — all managed by hand. Every client dinner, mixer, or webinar meant hours of extra work.
- A team hungry to learn, but new to automation: The marketing manager had operational know-how, and the coordinators were eager and engaged. But with little experience in HubSpot, they needed more than a quick tutorial. They needed real-world practice and the confidence to run campaigns on their own.
The solution
- One platform to run it all: HubSpot became the central home for email, social, and event campaigns. With everything in one place, the team could finally connect the dots across their marketing.
- Learning by doing: Training wasn’t a lecture — it was hands-on. Together, the team built subscription forms, landing pages, and connected workflows. Seeing it all come to life gave them both the skills and the confidence to run campaigns without guesswork.
- Workflows that work for them: Manual tasks were replaced with automation. Active lists handled unsubscribes. Notifications alerted attorneys when leads engaged. Segmentation made sure the right messages reached the right audience.
The results
- A system that makes sense: Instead of juggling platforms, the team now runs all campaigns through HubSpot — creating a clear, repeatable process.
- Time back in their day: Automations handle the busywork, so the marketing team can focus on content, strategy, and creative engagement instead of list clean-up.
- A confident team: The coordinators earned HubSpot certifications, and the manager now leads with clarity. The department went from being dependent on outside help to building campaigns they’re proud of — start to finish.
Why it matters
For a law firm serving hundreds of municipalities, utilities, schools, and businesses nationwide, the way they show up in the market matters. Marketing that once felt reactive is now proactive, professional, and scalable.
- Clients get a better experience: Events, newsletters, and updates are more consistent and targeted.
- The firm stays competitive: A modern marketing foundation supports business development in a crowded legal space.
- The team feels empowered: Instead of being bogged down by tools, they’re running campaigns with confidence.
Conclusion
This story is proof that even legacy organizations can modernize without losing their edge. By unifying tools, streamlining processes, and focusing on hands-on learning, the firm turned its marketing from scattered and stressful into a confident, efficient system that scales.
The best part? The team isn’t just surviving HubSpot — they’re thriving in it.