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Migrating a Law Firm from Clio Grow to HubSpot
Farmer Law PC migrated off Clio Grow with DemandPulse, cutting roughly 10 hours of manual intake work a month and getting prospective clients a response the moment they inquire.
Clio Grow to HubSpot, with Calendly, Slack, website, and paid landing page integrations.
Farmer Law generated consistent inbound demand, but its existing systems lacked the automation and reporting needed to manage leads efficiently. Each inquiry required manual responses, scheduling, follow-up, and internal coordination.
DemandPulse migrated Farmer Law's intake and client data into HubSpot and configured the platform to manage lead capture, personalized follow-up, consultation scheduling, pipeline management, and reporting.
returned to higher-value work each month
personalized responses to inquiries
consultation scheduling
priority lead alerts and next steps
A Growing Firm Needed More Than New Software
Farmer Law PC is a growing law firm with an established reputation and steady inbound demand. Prospective clients were finding the firm and submitting inquiries, but Clio Grow could not carry the work each inquiry created.
Every lead required someone to write a response, determine fit, coordinate a consultation, follow up, and remember when another action was needed. Much of that work fell to attorneys and other members of the firm.
Farmer Law needed a partner to manage the migration, build the process, train the team, and operate the system after launch. That is where DemandPulse came in.
Migrating from Clio Grow to HubSpot
DemandPulse managed Farmer Law's move from start to finish, coordinating across the firm's website and advertising partners and testing every path before cutover.
Clio Grow
The system the firm was leaving behind.
Data Migration
Moved existing intake and client data out of Clio Grow and into HubSpot.
Connected Lead Capture
Replaced forms across the website and paid landing pages, then tested every routing path.
Pipeline and Reporting
Built a structured marketing pipeline with clear stages, ownership, and monthly reporting.
HubSpot
The platform the firm now runs on.
The team also trained Farmer Law, completed the cutover ahead of schedule, and continues to manage HubSpot, maintain automations, support campaigns, and provide monthly reporting as the firm's fractional marketing operations team.
What the New Platform Made Possible
The process was rebuilt around a simple principle: automate repetitive work and involve the team when personal judgment or outreach is needed.
Immediate, Personalized Follow-Up
Every prospect now receives an immediate response in Farmer Law's voice, with the inquiry details determining the right follow-up path.
Connected Self-Service Scheduling
Qualified prospects book through Calendly using live availability. The meeting writes back to HubSpot and advances the pipeline automatically.
Clear Next Steps for the Team
Email and Slack alerts identify contacts ready to advance, marketing-qualified leads, and high-priority opportunities with the recommended action.
Email Marketing at Scale
Branded, segmented campaigns and reusable templates let the firm communicate with prospective and existing clients efficiently.
The Results
of manual intake work saved every month
The most immediate result is time returned to the firm. Based on estimated inquiry volume and the manual work previously required for each lead, the automated process saves around 10 hours per month.
That estimate includes each of the workflows above.
Kyle Farmer
Owner, Farmer Law PC
"I asked them to move us from Clio Grow to HubSpot. They did it without issue, ahead of schedule, and my team didn't have to manage any of it. We got time back and prospective clients hear from us right away now."
Built to Grow with the Firm
Farmer Law started with a platform decision and ended with an operating system for the front of the firm. Clio Grow is retired. In its place is HubSpot, connected to the website, the paid landing pages, Calendly, and Slack, carrying an inquiry from first contact to a booked consultation without anyone at the firm moving it along by hand. Attorneys enter where their judgment matters. The system covers the administrative distance in between.
That foundation is built to extend. New campaigns, new services, new audiences, and new inquiry paths run on the same architecture instead of triggering another rebuild, and DemandPulse remains responsible for operating and improving it. Farmer Law has the capability of a marketing operations team and a platform administrator without carrying either role on payroll.
For DemandPulse, the engagement shows what a law firm technology migration looks like when one partner owns it end to end. Firms rarely struggle with the decision to change platforms. They struggle with execution: the data that has to survive the move, the capture points that have to be rebuilt, the adjacent tools that have to keep talking to each other, and the people who have to be ready the morning it goes live. DemandPulse handles technology migrations and implementations across platforms for law firms. Marketing operations and CRM, which is where Farmer Law's migration happened to land, are one area that work covers.
Together, Farmer Law and DemandPulse turned a platform change into a permanent reduction in administrative work.
Austin, TXjulia@demand-pulse.comReady to make your firm's next system work?
Let's discuss the platform you are leaving, the workflows that depend on it, and what a reliable migration should look like.
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