The law firm communicated with its clients through an existing website. Their clients sent them many files that relate to their cases. These files had to be uploaded simultaneously to the KMALEON Abogados and the CRM Hubspot.
KMALEON Abogados API
In the first project stage, our team integrated KMALEON Abogados API. Now all files automatically pass the documentary control and get into the state register. Also, we implement time and cost control, billing, and accounting modules.
Hubspot CRM API
In the second stage, we should have provided automatic data transfer from the web portal to Hubspot CRM. Our engineers configure displaying and interacting with customers’ deals data from their accounts on the Hubspot CRM records, using Hubspot’s CRM Cards API. Now client’s managers see and can update all necessary information (such as customers’ personal data, case details, billing documents, and legal issues) in one place.
Also, we created a live chat on the client’s web portal with Hubspot Chatflow. Now visitors can have a real-time conversations with client managers. It is tied to Hubspot CRM, so all those conversations are automatically added to customer cards.