How Marin & Murphy Took Control of Their Intake with One Clean HubSpot Pipeline

The Challenge

Marin & Murphy's intake lived in five places that didn't talk to each other — Streak, Dialpad, Zapier, Jotform, and Square — with a team member manually forwarding every web-form lead from an inbox to the right attorney. It worked, but barely: the firm could see monthly revenue, yet had no way to know how many leads came in, how fast the team responded, or what happened to a case once it was assigned. Matt knew a single missed lead could mean a lost client — and that the firm had outgrown a system it couldn't see into. Rather than wait for something to break, he decided to get ahead of it.

The Solution

Matt brought in Huify to make the switch without disrupting the work his team did every day. Together they replaced Streak with a single HubSpot intake pipeline built around how the firm actually operates — assigned lead, attempting contact, fee quoted, court date, retainer paid. Calls and texts now log themselves through Dialpad, Jotform submissions create the contact, case, and note automatically, and a Square automation moves a case to "paid" the moment an invoice clears. The firm's trusted Zapier workflows were carried over intact, so nothing they relied on skipped a beat. And when the old database turned out to be roughly 4,000 duplicates deep, the team made a smart call with Huify: quarantine the mess, and launch the new pipeline 100% clean.

The Results

By sign-off, Marin & Murphy was running its entire criminal intake in HubSpot. Five disconnected tools now feed one pipeline; web-form and phone leads create their own contact, case, and note automatically instead of being forwarded by hand; and Dialpad logs every call against the right case. For the first time, the firm has live dashboards for new leads, days-to-close, and attorney activity — plus an automated daily report that flags any case stuck in "attempting contact" for more than two days, so leads can't quietly stall. The old database — roughly 4,000 of it duplicates — was quarantined so the working pipeline launched 100% clean.

The firm didn't just adopt a new tool; it took ownership of its pipeline—and laid the foundation for future growth with Huify.