How Seda Law Centralized Intake and Captured Hundreds of Leads in One Week with HubSpot

Industry

Law Firm — Legal Estate Planning, Probate & Guardianship

Challenge

As Seda Law grew, its intake process grew more complex alongside it. Lead data lived across multiple disconnected tools, making it difficult to trace revenue back to its source or get a clear read on what was actually driving growth. With a major renewal deadline approaching, the firm needed a faster, more unified way to manage intake — without disrupting the casework already in motion.

Results

Huify designed a focused, low-risk starting point: a Phase 0 HubSpot Activation built to get Seda live quickly and prove value fast. The team mapped a custom intake pipeline to match the firm's real workflow, activated full email, calendar, and call visibility, and connected payment and case data so information flowed automatically instead of manually. New leads and matters synced seamlessly from HubSpot into the firm's existing case management system, keeping legal and intake teams working from the same up-to-date information without any duplicate data entry. Two live training sessions and full documentation meant Seda's team could run the new system independently from day one.

Key Product

HubSpot — Phase 0 Activation (Estate & Probate Intake)

www.sedalawfirm.com/

weeks from purchase to full activation

100+

of leads captured in week one

location expansion enabled by the new system

"Working with Hüify to launch HubSpot for our law firm intake was a great decision. They helped us optimize workflows, improve response times, and gain visibility into key metrics we didn't track before. The integrations and dashboards make it easy to manage leads and measure performance."

Roberto Seda

Managing Partner @ Seda Law Firm

About Seda Law Firm

Seda Law Firm is an Oklahoma City–based practice focused on estate planning, probate, and guardianship. Led by owner Roberto Seda, the firm runs multi-office intake with a team spanning intake, legal, and operations — and is actively scaling, having recently opened a new satellite office in West Oklahoma City.

The Challenge

Seda ran intake and case management through Lawcus (Legacy Legal Managment Platform), with WhatConverts patched in to track where leads came from. The two systems never reconciled cleanly, so the firm couldn't reliably connect revenue back to a lead source — and the work stayed manual. As intake specialist Shelby Wright put it: "Lawcus will not backtrack to WhatConverts to give me an accurate how much revenue we've done. So that part still remains really manual.

The timing raised the stakes. Owner Roberto Seda was moving the firm from hourly to flat-fee billing by the end of Q1, with a Lawcus renewal due in March — and he wanted to avoid ripping out two systems at once. "To switch case management systems and CRMs both at one time — it's a lot," he said. The firm needed real-time visibility into lead volume, cost per channel, and intake-to-retainer conversion, without a high-risk migration during its billing overhaul.

The Solution

After evaluating the options, Seda chose Hüify's deliberately lean starting point: a Phase 0 HubSpot Activation. Instead of a full-stack rebuild, the goal was to get the firm live on HubSpot quickly, centralize estate and probate intake, and leave Lawcus in place for matters in the short term — earning a bigger build later through results rather than forcing it upfront.

Hüify configured an intake pipeline to match Seda's process (Prospect → Consult Scheduled → Discovery Call Booked → Contract/Retainer Sent), turned on email, calendar, and call logging for full activity visibility, and connected LawPay to HubSpot through Zapier so payment status flowed in automatically. Leads and matters synced between Lawcus and HubSpot, and a core intake dashboard gave the team live visibility for the first time. Two live training sessions plus handoff documentation meant Seda's team could run it independently from day one.

The Results

The activation went from kickoff on January 5 to complete on February 18 — roughly eight weeks. In the first full week of the live pipeline (January 6–12), hundreds of leads landed in HubSpot with source attribution across Google LSA, GMB locations, webinars, and referrals.

Volume climbed fast. Intake lead Shelby had 12 discovery calls scheduled in a single day — enough that the firm restructured intake roles, hired an office manager, and opened a new satellite office in West Oklahoma City. The LawPay to HubSpot payment connection went live, matters auto-created from Lawcus via Zapier, and the team replaced manual, disconnected tracking with a single centralized workspace. Both the owner and the intake lead left public 5-star reviews.