Case files are allocated by eye
A new client comes in and someone decides who takes it based on who’s in the office, not on each professional’s actual workload.
Costsome overloaded, others idle
HubSpot for professional services
HubSpot CRM for law and advisory firms: from enquiry to payment, without the paperwork
Law firms, accountancy firms, tax advisers, consultancies and financial firms. We configure HubSpot so every client, case file, invoice and payment is connected, with automatic assignment, invoicing in your ERP and compliance with GDPR and Verifactu (Spain’s e-invoicing regulation).
4.9
Verified reviews on HubSpot
9
official HubSpot
certifications
certifications
+200
clients in Spain,
Italy and Dubai
Italy and Dubai
19
people on the team
15 in Barcelona · 4 in Dubai
15 in Barcelona · 4 in Dubai
Daily life at a firm
You bill by the hour. And lose hours to admin.
In a services firm, the product is your team’s time. Every minute spent copying data, chasing payments or allocating work is a minute you can’t bill.
Several companies, one messy till
Payments come in by card, Redsys, bank transfer or cash, and matching them to the right company is done by hand.
Costnever-ending month-end closes
Invoices typed in twice
The engagement letter is accepted in the CRM and admin re-types the client, line items and VAT into the invoicing software.
CostVAT errors and late payments
Retainers and prepaid packs in a spreadsheet
Nobody knows how much balance each client has left or when their pack or subscription is due for renewal.
Costservices delivered but never billed
Business development with no follow-up
Enquiries from the website or by phone go unrecorded, and proposals that go out never get a follow-up call.
Costproposals that go cold
GDPR and Verifactu still on the to-do list
Unrecorded consents, sensitive data accessible to the whole team and invoicing that has to be adapted to Verifactu.
Costlegal risk and fines
What we configure
A HubSpot designed for professional services firms
Case files, companies, payments and subscriptions modelled exactly as your law or advisory firm works.
Case files and projects
- A case file per service: type, company, owner and status
- Automatic assignment to the professional with the lightest workload
- Key tasks and deadlines by case type
- Documents linked to the client
Business development pipelines
- Enquiry, meeting, proposal and engagement letter
- Client onboarding with a document checklist
- Retainers and recurring services
- Renewals and service extensions
Invoicing and payments
- A custom Payments object for every payment
- Stripe, Redsys, bank transfer and cash
- Draft invoices with VAT in each company’s cash account
- Automatic receipts and payment reminders
Subscriptions and prepaid packs
- Signed quote and SEPA direct debit with a mandate
- Pack balance visible on the client record
- Automatic renewal when the threshold is reached
- Subscriptions with their invoice history
Compliance and permissions
- Legal basis and GDPR consents recorded
- Permissions by team, practice area and company
- Verifactu-compatible invoicing
- Activity log on every case file
Reporting for partners
- Billing and collections by company and practice area
- Workload by professional
- Outstanding payments and debt ageing
- Open proposals and client sources
Integrations
HubSpot connected to your invoicing and payments
The CRM manages the client relationship; your ERP keeps issuing the invoices. The integration removes the work of copying between the two.
ERP and invoicing
Contact, invoice or project created when the deal is won.
HoldedOdooStripeVerifactu
Payments
Every payment recorded in the CRM and in its company’s cash account.
StripeSEPA with mandateRedsysBank transfer and cash
Lead capture and scheduling
Enquiries and appointments recorded effortlessly.
WordPress formsWhatsAppGoogle Calendar
Source CRM
Migration with subscriptions, invoices and history.
OdooClientifySalesforce
How we implement it
From Excel and an isolated ERP to a CRM that invoices and collects
We validate every flow with acceptance tests before it goes live: on the project for the law firm with 5 companies, 90 out of 90 tests were passed.
Process audit
We interview partners, professionals and admin staff to understand business development, work allocation, invoicing and collections.
Data model
We define case files, companies, payments, subscriptions and permissions, and how they relate to clients and deals.
Migration
We bring over clients, subscriptions and invoices from Odoo or another system, with payment reconciliation and no duplicates.
ERP and payments integration
We connect Holded, Stripe and Redsys so the invoice, receipt and payment are generated automatically and flow back to the CRM.
Acceptance testing
We test every real case with your team, including VAT, companies and Verifactu, before switching anything on.
Training and support
We train professionals and admin staff by role, and keep improving with optional monthly support.
Real cases
Accountancy and advisory firms that already work this way
76,000
invoice records migrated
An accountancy firm leaves Odoo and centralises clients, subscriptions and invoices in HubSpot
A full migration from Odoo 19, payment reconciliation with Stripe and automatic project allocation based on each accountant’s workload.
Read the case study90/90
acceptance tests passed
From a deal won in HubSpot to an invoice in Holded, without typing anything twice
An integration pattern already used by a shop, a foodtech company, a tax advisory firm, a manufacturer and a law firm with 5 companies.
Read the case studyFAQs
Questions about CRM for law and advisory firms
What’s the best CRM for a law firm or advisory firm?
The one your team actually uses and that’s connected to your invoicing. HubSpot is a good fit when you need to win clients, follow up on proposals, allocate case files and give partners proper reporting. What makes the difference is configuring it for the way you work.
Can HubSpot manage case files?
Yes. We create a case file or project object with its type, owner, deadlines and status, linked to the client and the company. For one accountancy firm, we configured it to assign every new case file automatically to the accountant with the lightest workload.
Does HubSpot integrate with Holded, Odoo or my invoicing software?
We’ve already done it with Holded and Odoo. When a deal is won, the contact and the invoice, pro forma or project are created in Holded with the quote’s line items, and the invoice number and PDF come back to HubSpot. If your software has an API, we’ll look into it.
Where does Verifactu fit in if we work with HubSpot?
HubSpot doesn’t replace your invoicing software. Invoices are issued in your ERP, which is what complies with Verifactu (Spain’s e-invoicing regulation), and the integration makes sure they’re created with the right CRM data and brings their status back.
Is HubSpot GDPR-compliant?
Yes. HubSpot offers data hosting in the European Union and consent management. We configure the legal basis, subscriptions, permissions by team and company, and what data each professional can see.
Can we migrate from Odoo without losing our invoice history?
Yes. For an accountancy firm we migrated around 76,000 invoice records from Odoo to HubSpot together with their subscriptions, and reconciled payments with Stripe so the history added up from day one.
Free audit
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