Hey everyone,
I’m working on a legal practice website that requires a pretty complex client onboarding process. Here’s what I need to set up:
- Initial contact form that collects client details, opposing party information, and case summary
- Automated conflict screening against existing client records (could be HubSpot database, Clio system, or external database)
- If no conflicts are found, enable appointment booking functionality
- Integration with legal industry compliant payment gateway
- Know Your Customer verification process
- Document upload capability for clients
I’m wondering if HubSpot can handle this entire workflow or if I’ll need to integrate multiple third-party solutions. Has anyone built something similar for professional services? What challenges did you run into with the conflict checking part specifically?
Any advice or alternative platform suggestions would be really helpful. Thanks!
I built something similar for a mid-size law firm two years ago. HubSpot handles most of what you need, but you’ll need workarounds for the legal-specific stuff. Contact forms and basic automation work great right out of the box. For conflict screening, we used HubSpot’s API to connect with their practice management system instead of duplicating client data. Appointment booking works well with Calendly or Acuity. KYC verification and legal-compliant payments are where it gets messy. We had to bring in specialized vendors since HubSpot’s payment tools aren’t built for legal requirements. Document uploads work through HubSpot’s file system, but you might want something more secure for sensitive docs. Bottom line: expect to spend serious time on integrations, but HubSpot’s workflow management is solid.
hubspot’s probably overkill here. we tried smth similar last year and hit constant issues with conflict checking - their workflows just can’t handle that cross-referencing well. switched to a legal crm instead. way less setup and the compliance stuff’s already built in.