PandaDoc
Engagement letters with signature
Professional Services · HubSpot
HubSpot Setup for Professional Services Firms
For the law, accounting or insurance practice that needs intake, engagement letters and a referral report in one record.
At a Glance
- Platform
- HubSpot
- Build
- Full, From $12,000
- Built In
- About Four Weeks
- First Engagement
- $16,750 and up
The Stack
What Runs Where
Nine layers, with HubSpot holding the record. Everything else is either switched on inside it or connected to it.
Privilege and confidentiality govern what may be stored, where, and who may see it; scope is agreed with counsel before configuration. Reasoned from the pattern; no professional-services engagement has been delivered yet.
System of Record
HubSpot
Contacts, companies, deals, tickets, every email and call, and the reporting across all of it.
Intake
Forms and Phone Into HubSpot
Every enquiry becomes a record with a source and an owner.
Pipeline
HubSpot Deals
Stages that mean something, with the rules as properties and workflows.
Follow-Up
HubSpot Sequences and Workflows
Automated follow-up that stops the moment someone replies.
Reporting
HubSpot Dashboards
Lead source, response time, pipeline and revenue in one place.
Documents
PandaDoc
Engagement letters and proposals out of email threads and into a tracked flow with signature.
Mail and Calendar
Google Workspace
Mail logged to the record, meetings booked from the calendar.
Payments
Stripe or QuickBooks
Retainers and invoices posted once.
Visibility
Google Business Profile
The profile kept current; reviews where the profession allows them.
What We Switch On
Inside HubSpot
- Pipelines and stages built from how the business actually decides
- Owners, sources and required properties so no record is half-filled
- Sequences for the enquiries nobody has answered yet
- The last ninety days of jobs imported, deduplicated and costed
- Dashboards the owner reads weekly
- The review request as a workflow
What it does not do. HubSpot starts free and grows with the business; the paid tiers are a decision for later, made on the numbers.
The Path
One Job, Start to Finish
The Enquiry
Arrives by form, phone or referral as a record with a source and an owner.
The Intake
Qualified against written criteria before anyone spends an hour.
The Engagement Letter
Sent, signed and filed from the record.
The Matter
Stages that mean something, with the next action visible.
The Referral Report
Which referrers actually produce revenue, finally a report.
Connections
What We Wire In
Google Workspace
Mail and calendar on the record
Payments
Retainers and invoices posted once
What It Costs
The Full Build
The general CRM is the system of record, built out to how the business runs: the Full Build, and the audit sets the number.
Every line is priced on its own: the website, the CRM Build and each connection.
The CRM Build, FullFrom $12,000
About four weeks. CRM only, never discounted.
The Website$2,500
$1,500 with Growth and up. Designed for your trade, live in about two weeks.
Typical first engagement$16,750 and up
$15,750 and up with Growth and up. The website, this Build and the connections above.
Platform licenses are billed by the vendor. We hold no partnership or reseller relationship with HubSpot or any platform named here.
Free Company Audit
Find Out Where You Stand
- 01Fill In the FormTwo minutes. No login, nothing installed.
- 02We Score Eight ThingsWhat customers can see, against the top three nearby on Google Maps.
- 03You Get Your Score CardAnd what to fix first. Free, in two to three business days.