A pipeline that shows which matters are ready to move
How a Midlands law firm replaced a spreadsheet of open enquiries with a pipeline the partners could actually read — and booking built in.
A Midlands law firm was tracking new enquiries in a shared spreadsheet that nobody fully trusted. Stages were inconsistent, the diary lived elsewhere, and the partners had no reliable view of what was actually coming through the door.
We moved their intake into the hub's pipeline. Every new enquiry becomes an opportunity, moves through the firm's own stages — initial enquiry, consultation booked, engagement letter sent, matter opened — and sits next to the booking calendar so a consultation is one click from the first message.
The partners now open one screen on a Monday morning and see the whole pipeline: what came in last week, what's booked, what's waiting on a signed letter. The stages are theirs; the hub just keeps them honest.
Nothing about the firm's process changed. What changed is that the process is now visible, in one place, instead of spread across a spreadsheet and three inboxes.
What changed for them
- Every enquiry sits in a pipeline stage the partners can see at a glance
- Booking a consultation is one click from the enquiry, not a separate diary app
- The firm knows which matters are warm, which are stalled, and which to chase
Want to see how this looks for your business? Book a 30-minute hub demo and we will map it out with you.
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