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SimpleLaw

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App

SimpleLaw

Case and Practice Management Software

Installs
<10 installs
Sign in to installRequires SimpleLaw subscription

Requirements

HubSpot Plan
    Works with all HubSpot plans
Learn more
HubSpot Account permissions
View the required account permissions
SimpleLaw Subscription
Monthly Rate or Annual Rate plans

Overview

The HubSpot integration with SimpleLaw helps you grow your law firm.

Increase the coversion of potential clients to actual clients with the CRM.

  • One central location to track potential clients interaction with your firm
  • Easily create tasks to follow-up with potential clients
  • View communications by person, in one central location
  • Record notes by contact, too

And, a great way to stay in touch with clients who have matters that have already been resolved.

  • Build a strong referral network by staying connected
  • Set reminders/tasks to stay in touch

HubSpot and SimpleLaw make growing your law firm Simple.

Features

Easily keep track of potential clients.

When potential clients contact your firm, it's easy to add them to the HubSpot CRM. The intake process lets you specify any notes, requests, contact information, and more.

Set tasks by person in your law firm to automate the response process.

Easily set and assign a task to connect with the potential client. Specify the person who is set to follow up, complete with a due date and time.

View emails by contact using a connected email account.

After integrating your Gmail or Outlook account with HubSpot, you can send emails from your account or through the HubSpot app and they will automatically be visible in the integrated HubSpot app on SimpleLaw. So it's easy to track the discussion rather than sorting through your inbox.

Stay connected after the matter is resolved, too.

Past clients are easily added to HubSpot, too, making it simple to stay connected. This will help you build an ongoing referral network, too.

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Companies

Companies

Companies

Contacts

Contacts

Contacts

Email

Transactional Email

Transactional Email

Tasks

Tasks

Tasks

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This app requires one of the following SimpleLaw subscription plans.

Monthly Rate

$49

/month

Fee per user

  • This includes all SimpleLaw features, including the full toolbox to manage cases and your practice, like access to on-demand paralegal support, automated time tracking, co-counsel and referral right through the platform, secure messaging through the platform, easy invoicing, one LawPay account per law firm, notes, document view and management, and of course the free HubSpot CRM features.

Additional charges for DocuSign and CalendarRules, as the individual attorney selects.

Monthly Rate

$49

/month

Fee per user

  • This includes all SimpleLaw features, including the full toolbox to manage cases and your practice, like access to on-demand paralegal support, automated time tracking, co-counsel and referral right through the platform, secure messaging through the platform, easy invoicing, one LawPay account per law firm, notes, document view and management, and of course the free HubSpot CRM features.

Additional charges for DocuSign and CalendarRules, as the individual attorney selects.

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 01/29/2021

More info

Built by
SimpleLaw.com
Installs
<10 installs
Categories
Languages this app is available in
English

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